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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
WINDWARD FUND
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1828 L STREET NW 300-C
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20036
D Employer identification number

47-3522162
E Telephone number

G Gross receipts $ 216,438,669
F Name and address of principal officer:
LYNN MCNAIR
1828 L STREET NW 300-C
WASHINGTON,DC20036
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.WINDWARDFUND.ORG
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  
K Form of organization:  
L Year of formation: 2015
M State of legal domicile: DC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WINDWARD FUND HOSTS INITIATIVES THAT PURSUE BOLD SOLUTIONS TO ENVIRONMENTAL CHALLENGES.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 136
6 Total number of volunteers (estimate if necessary) ............. 6 60
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) ......... 194,324,586 201,423,379
9 Program service revenue (Part VIII, line 2g) ......... 88,512 279,538
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,573,769 9,541,695
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,141,184 1,127,342
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 198,128,051 212,371,954
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 164,418,961 152,424,070
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) 11,080,917 18,998,751
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 423,319
b Total fundraising expenses (Part IX, column (D), line 25) 917,387    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 27,532,339 40,001,269
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 203,032,217 211,847,409
19 Revenue less expenses. Subtract line 18 from line 12....... -4,904,166 524,545
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 337,278,177 355,450,224
21 Total liabilities (Part X, line 26)............. 65,009,931 92,862,420
22 Net assets or fund balances. Subtract line 21 from line 20..... 272,268,246 262,587,804
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 WINDWARD FUND ADVANCES PUBLIC AWARENESS ABOUT CONSERVATION, CLIMATE AND ENVIRONMENTAL ISSUES, SUSTAINABLE FOOD SYSTEMS, AND THE PROTECTION OF LAND, WILDLIFE, AND OTHER NATURAL RESOURCES. (CONTINUED ON SCHEDULE O)AS A 501(C)(3) PUBLIC CHARITY, WINDWARD HOSTS PUBLIC AWARENESS CAMPAIGNS AND GRANT-MAKING PROJECTS THAT ADDRESS CONSERVATION FROM A RANGE OF ANGLES. WINDWARD ALSO PROVIDES A PLATFORM FOR DONORS TO CONVENE AND COLLABORATE ON THESE ISSUES, LEVERAGING THE WORK OF OTHER CONSERVATION PROJECTS HOUSED AT THE FUND TO STRENGTHEN THEIR EFFORTS AND ADVANCE THE FIELD. WINDWARD IS GOVERNED BY TRUSTEES WITH DEEP EXPERIENCE IN RUNNING ENVIRONMENTAL ORGANIZATIONS, MANAGING GRANTMAKING PORTFOLIOS, AND EDUCATING THE PUBLIC ABOUT ENVIRONMENTAL ISSUES.
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 $ 197,346,358 including grants of $ 152,063,195 ) (Revenue $ 279,538 )
ENVIRONMENTAL PROGRAMS - WINDWARD FUND'S ENVIRONMENTAL PROGRAMS FOCUS ON A RANGE OF CONSERVATION, CLIMATE, AND ENERGY ISSUES IN THE U.S. AND ABROAD. THESE ISSUES INCLUDE WATER SOLUTIONS IN THE AMERICAN WEST, CLIMATE RESILIENCE, ALTERNATIVE ENERGY SOURCES, REDUCTION OF DEFORESTATION, AND CONSERVATION PLANNING. OUR WORK PRIMARILY INCLUDES CONVENING, GRANTMAKING, COMMUNICATIONS, COORDINATION AMONG STAKEHOLDERS, CIVIC AND MEDIA ENGAGEMENT, AND PUBLIC AWARENESS CAMPAIGNS.
4b (Code:   ) (Expenses $ 4,053,183 including grants of $ 310,000 ) (Revenue $ 0 )
PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF - WINDWARD'S PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF PROGRAMS FOCUS ON A RANGE OF ISSUES INCLUDING ASSISTING PUBLIC AGENCIES ON DISASTER RESPONSE, IMPROVING RISK MITIGATION MEASURES, AND DEVELOPING ADVANCED SAFETY SOLUTIONS.
4c (Code:   ) (Expenses $ 801,625 including grants of $ 50,000 ) (Revenue $ 0 )
CAPACITY BUILDING - WINDWARD'S CAPACITY BUILDING PROJECTS SUPPORT THE CAPACITY DEVELOPMENT OF GRANTEES WHO WORK ACROSS ENVIRONMENTAL, CLIMATE, ENERGY, AND OTHER CHARITABLE ISSUES.
(Code:   ) (Expenses $ 41,435 including grants of $ 875 ) (Revenue $ 0 )
OTHER PROGRAMS - WINDWARD FUND'S OTHER PROGRAMS INCLUDE: AGRICULTURE, FOOD, AND NUTRITION; AND CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 41,435 including grants of $ 875 ) (Revenue $ 0 )
4e Total program service expenses202,242,601
Form 990 (2023)
Form 990 (2023)
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
 
No
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 XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
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
 
No
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
Yes
 
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.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
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.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
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...Click to see attachment
List of Attached Documents:
// Content
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 (2023)
Form 990 (2023)
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..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
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............
33
 
No
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.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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 ...
35b
 
 
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.............
36
 
No
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 VI
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
217
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 (2023)
Form 990 (2023)
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
136
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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, or any disqualified or other person 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 (2023)
Form 990 (2023)
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
8
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
8
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
Yes
 
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
 
No
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
 
No
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
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
AL , AR , CA , CT , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NV , NH , NJ , NM , NY , NC , ND , OK , OR , PA , RI , SC , TN , UT , VA , WI , WV
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:
ARABELLA ADVISORS1828 L STREET NW SUITE 300   WASHINGTON,DC20036 (202) 595-1020
Form 990 (2023)
Form 990 (2023)
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, box 6 of 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) LEE BODNER......................................................................
BOARD CHAIR
1.00
.................
 
X   X       0 0 0
(2) HARRY DRUCKER......................................................................
SECRETARY & TREASURER
1.00
.................
 
X   X       0 0 0
(3) BRUCE BOYD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(4) DAVID FUKUZAWA......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(5) PAT GONZALES ROGERS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(6) KRISTEN GRIMM......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(7) JASMINE HALL RATLIFF......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) RACHEL LEON......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) LYNN MCNAIR......................................................................
PRESIDENT (AS OF 4/2023)
40.00
.................
 
    X       166,125 0 17,142
(10) CAMMIE CROFT......................................................................
PROJECT CHIEF OF STAFF
40.00
.................
 
        X   265,000 0 48,520
(11) ERIN ROGERS......................................................................
PROJECT CO-DIRECTOR
40.00
.................
 
        X   250,262 0 23,768
(12) MELANIE R ALLEN......................................................................
PROJECT CO-DIRECTOR
40.00
.................
 
        X   247,212 0 27,351
(13) PATRICIANNA RHEE......................................................................
PROJ CHIEF P'SHIP OFF (THRU 10/2023)
40.00
.................
 
        X   252,178 0 28,883
(14) THOMAS MERCER III......................................................................
PROJECT HEAD OF PRODUCT
40.00
.................
 
        X   254,063 0 44,692






Form 990 (2023)
Form 990 (2023)
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;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,434,840 0 190,356
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 62
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
ARABELLA ADVISORS LLC

1828 L ST NW SUITE 300
WASHINGTON,DC20036
ADMIN., OPERATIONS & SUPPORT SERVICES 5,770,566
MISSION OPERATIONS LLC

1018 EAST FIFTH STREET
ROYAL OAK,MI48067
PROJECT MANAGEMENT 3,385,000
PURPOSE VENTURE ADVISORS LLC

228 PARK AVE S PMB 53452
NEW YORK,NY10003
CONSULTING SERVICES 1,900,000
ARNOLD & PORTER KAYE SCHOLER LLP

601 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
LEGAL SERVICES 708,436
ABERNETHY SCHWARTZ PARTNERS LLC

2531 JACKSON AVE 337
ANN ARBOR,MI48103
CONSULTING SERVICES 628,563
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 26
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 5,000,000
f All other contributions, gifts, grants, and similar amounts not included above1f 196,423,379
g Noncash contributions included in lines 1a - 1f:$ 1g 4,019,336
h Total. Add lines 1a-1f....... 201,423,379
 Program Service RevenueAmt Business Code
2a CONSULTING 541900 279,538 279,538    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 279,538
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 9,540,442     9,540,442
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 4,067,968  
b Less: cost or other basis and sales expenses 7b 4,019,336 47,379
c Gain or (loss) 7c 48,632 -47,379
d Net gain or (loss)......... 1,253     1,253
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..      
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..        
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..        
 OtherRevenueMiscAmt
Business Code
11a GENERAL ADMIN RETAINER 541900 1,054,492     1,054,492
b MISCELLANEOUS REVENUE 900099 72,850     72,850
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 1,127,342
12 Total revenue. See instructions..... 212,371,954 279,538 0 10,669,037
Form 990 (2023)
Form 990 (2023)
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 .... 110,295,938 110,295,938
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. ............. 42,128,132 42,128,132
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 183,266 9,163 174,103  
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........ 15,216,409 14,742,567 74,061 399,781
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 744,452 722,185 2,682 19,585
9 Other employee benefits ....... 1,799,231 1,722,603 29,931 46,697
10 Payroll taxes ........... 1,055,393 1,013,555 14,368 27,470
11 Fees for services (non-employees):        
a Management ...... 7,861,481   7,861,481  
b Legal ......... 1,065,403 960,822 104,581  
c Accounting ........... 50,845   50,845  
d Lobbying ........... 261,244 261,244    
e Professional fundraising services. See Part IV, line 17 423,319 423,319
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) 23,021,637 22,861,887 159,215 535
12 Advertising and promotion .... 1,903,764 1,898,764 5,000  
13 Office expenses ....... 82,614 82,266 348  
14 Information technology ...... 1,707,141 1,637,725 69,416  
15 Royalties ..        
16 Occupancy ........... 48,689 48,689    
17 Travel ............ 1,661,396 1,629,159 32,237  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,516,606 1,509,950 6,656  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 421,726 421,726    
23 Insurance ... 71,417 569 70,848  
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 HONORARIA & GIFTS 147,950 147,950    
b DUES/SUBSCRIPTIONS/BOOK 118,986 90,474 28,512  
c LICENSES AND FEES 41,729 40,568 1,161  
d TAXES 7,781 6,941 840  
e All other expenses 10,860 9,724 1,136  
25 Total functional expenses. Add lines 1 through 24e 211,847,409 202,242,601 8,687,421 917,387
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 12,172,712 1 18,335,082
2 Savings and temporary cash investments ......... 212,311,790 2 243,872,814
3 Pledges and grants receivable, net ...... 108,744,540 3 88,975,465
4 Accounts receivable, net ............. 117,045 4 149,855
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 ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 231,082 9 816,750
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,605,553
b Less: accumulated depreciation 10b 450,850 3,578,434 10c 3,154,703
11 Investments—publicly traded securities .   11  
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 ........... 122,574 15 145,555
16 Total assets. Add lines 1 through 15 (must equal line 33)... 337,278,177 16 355,450,224
Liabilities 17 Accounts payable and accrued expenses ..... 6,246,357 17 8,555,989
18 Grants payable ... 58,763,574 18 84,300,071
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 0 25 6,360
26 Total liabilities. Add lines 17 through 25.. 65,009,931 26 92,862,420
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 5,217,157 27 11,347,269
28 Net assets with donor restrictions ........... 267,051,089 28 251,240,535
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 272,268,246 32 262,587,804
33 Total liabilities and net assets/fund balances ........ 337,278,177 33 355,450,224
Form 990 (2023)
Form 990 (2023)
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
212,371,954
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
211,847,409
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
524,545
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
272,268,246
5
Net unrealized gains (losses) on investments ...............
5
 
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
-10,204,987
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
262,587,804
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
 
No
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
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
 
 
Form 990 (2023)
Form 990 (2023)
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
2023
Open to Public
Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 40,854,373 156,673,507 248,541,952 194,324,586 201,423,379 841,817,797
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 40,854,373 156,673,507 248,541,952 194,324,586 201,423,379 841,817,797
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) .. 190,211,360
6 Public support. Subtract line 5 from line 4. 651,606,437
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 40,854,373 156,673,507 248,541,952 194,324,586 201,423,379 841,817,797
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 318,717 215,014 90,108 2,568,349 9,540,442 12,732,630
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.).. 143,637 450,030 801,101 1,141,184 1,127,342 3,663,294
11 Total support. Add lines 7 through 10 858,213,721
12
12
1,169,437
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
75.930 %
15
15
68.190 %
16a
33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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-2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GENERAL ADMIN RETAINER - 2019 AMOUNT: $ 132,045. 2020 AMOUNT: $ 435,084. 2021 AMOUNT: $ 799,767. 2022 AMOUNT: $ 1,122,458. 2023 AMOUNT: $ 1,054,492. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 11,592. 2020 AMOUNT: $ 14,946. 2021 AMOUNT: $ 1,334. 2022 AMOUNT: $ 18,726. 2023 AMOUNT: $ 72,850.
SCHEDULE A, PART II: SCHEDULE A, PART II, LINE 1 HAS BEEN UPDATED FROM THE PREVIOUSLY FILED FORM 990S TO REMOVE CONTRIBUTIONS AND/OR PLEDGES IN 2019, 2020 AND 2021 WHICH WERE DEEMED UNCOLLECTIBLE.
Schedule A (Form 990) 2023


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
2023
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
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
WINDWARD FUND
 
Employer identification number
47-3522162
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WINDWARD FUND
 
Employer identification number

47-3522162
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
WINDWARD FUND
 
Employer identification number

47-3522162
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


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

right arrow Complete if the organization is described below. right arrow Attach 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
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
WINDWARD FUND
 
Employer identification number

47-3522162
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
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) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
184
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
1,646,752
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
951,000
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
441,278
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
7,509
j
Total. Add lines 1c through 1i ....................................................................................................
3,046,723
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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-B, LINE 1: WINDWARD HAS CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO LEGISLATION RELATED TO THE ENVIRONMENT, AGRICULTURE, FOOD, AND NUTRITION.
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
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
WINDWARD FUND
 
Employer identification number

47-3522162
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
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        
d Equipment ....   15,509 1,550 13,959
e Other .....   3,590,044 449,300 3,140,744
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 3,154,703
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.)right arrow  
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.)right arrow  
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.)...........right arrow  
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  
RIGHT-OF-USE LEASE LIABILITIES 6,360








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 6,360
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) 2022

Schedule D (Form 990) 2022
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 ....... 1 212,450,846
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 31,513
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 31,513
3 Subtract line 2e from line 1.................. 3 212,419,333
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 -47,379
c Add lines 4a and 4b.................... 4c -47,379
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 212,371,954
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 ........... 1 222,131,288
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 10,283,879
e Add lines 2a through 2d.................... 2e 10,283,879
3 Subtract line 2e from line 1................... 3 211,847,409
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 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 211,847,409
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 X, LINE 2: THE FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FUND QUALIFIES FOR CHARITABLE CONTRIBUTIONS 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 INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 OR 2022. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FUND'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FUND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON FIXED ASSET DISPOSAL -47,379.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURNED GRANT FUNDS 220,410. LOSS ON UNCOLLECTIBLE RECEIVABLES 10,016,090. LOSS ON FIXED ASSET DISPOSAL 47,379.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 1 5 PROGRAM SERVICES ENVIRONMENTAL PROGRAMS 126,467
EAST ASIA AND THE PACIFIC 0 6 PROGRAM SERVICES CAPACITY BUILDING, ENVIRONMENTAL PROGRAMS 224,127
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 17 PROGRAM SERVICES ENVIRONMENTAL PROGRAMS 2,712,720
NORTH AMERICA (CANADA AND MEXICO) 0 17 PROGRAM SERVICES ENVIRONMENTAL PROGRAMS 791,876
SOUTH AMERICA 0 23 PROGRAM SERVICES CAPACITY BUILDING, ENVIRONMENTAL PROGRAMS 2,024,279
SOUTH ASIA 0 2 PROGRAM SERVICES ENVIRONMENTAL PROGRAMS 51,419
SUB-SAHARAN AFRICA 0 5 PROGRAM SERVICES ENVIRONMENTAL PROGRAMS 423,392
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING   200,000
EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING   9,695,764
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING   18,506,455
NORTH AMERICA (CANADA AND MEXICO) 0 0 GRANTMAKING   3,052,377
SOUTH AMERICA 0 0 GRANTMAKING   1,409,563
SUB-SAHARAN AFRICA 0 0 GRANTMAKING   9,263,973
           
           
           
           
3a Sub-total .... 1 75 6,554,280
b Total from continuation sheets to Part I ... 0 0 41,928,132
c Totals (add lines 3a and 3b) 1 75 48,482,412
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
CENTRAL AMERICA AND THE CARIBBEAN ENVIRONMENTAL PROGRAMS 200,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 70,154 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 500,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 50,610 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 50,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 425,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 1,500,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 6,900,000 WIRE 0    
EAST ASIA AND THE PACIFIC ENVIRONMENTAL PROGRAMS 200,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 4,763,472 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 126,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 2,029,891 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 450,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 3,000,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 184,725 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 1,900,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 1,000,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 2,500,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 479,950 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 920,638 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 330,000 WIRE 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) ENVIRONMENTAL PROGRAMS 821,779 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 494,227 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 375,100 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 380,000 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 966,550 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 816,500 WIRE 0    
NORTH AMERICA (CANADA AND MEXICO) ENVIRONMENTAL PROGRAMS 20,000 WIRE 0    
SOUTH AMERICA ENVIRONMENTAL PROGRAMS 58,000 WIRE 0    
SOUTH AMERICA ENVIRONMENTAL PROGRAMS 480,000 WIRE 0    
SOUTH AMERICA ENVIRONMENTAL PROGRAMS 193,000 WIRE 0    
SOUTH AMERICA ENVIRONMENTAL PROGRAMS 494,563 WIRE 0    
SOUTH AMERICA ENVIRONMENTAL PROGRAMS 184,000 WIRE 0    
SUB-SAHARAN AFRICA ENVIRONMENTAL PROGRAMS 463,973 WIRE 0    
SUB-SAHARAN AFRICA ENVIRONMENTAL PROGRAMS 8,800,000 WIRE 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
35
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED, AND A PRE-GRANT INQUIRY IS THEN CONDUCTED TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSES REPORTING OBLIGATIONS, REQUIRES FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRES THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS AREN'T FILED AS REQUIRED.
PART I, LINE 3: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I.
PART II, LINE 1 ACCOUNTING METHOD: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR GRANT EXPENDITURES ON SCHEDULE F, PART II.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
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
2023
Open to Public Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
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
 
VW STRATEGIES LLC
601 10TH ST
 
BROOKLYN, NY11215
FUNDRAISING COUNSEL   No 15,800,000 72,880 15,727,120
 
PURPOSE VENTURE ADVISORS LLC
228 PARK AVE S PMB 53452
 
NEW YORK, NY10003
FUNDRAISING COUNSEL   No 12,000,000 5,346 11,994,654
 
SUSAN BELL AND ASSOCIATES
570 OAK KNOLL LN
 
MENLO PARK, CA94025
FUNDRAISING COUNSEL   No 2,400,000 339,800 2,060,200
 
KCT STRATEGIES LLC
626 INDEPENDENCE AVE SE
 
WASHINGTON, DC20003
FUNDRAISING COUNSEL   No 0 5,294 -5,294
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 30,200,000 423,320 29,776,680
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.
AL, AK, AR, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, ME, MA, MD, MI, MN, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
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? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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) 2023
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
2023
Open to Public
Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number
47-3522162
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) 350 NEW HAMPSHIRE
1 WASHINGTON ST SUITE 3123
DOVER,NH03820
32-0690514 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(2) 4DASOIL
6024 RIDGE AVE
PHILADELPHIA,PA19128
87-2797318 501(C)(3) 25,000 0     AGRICULTURE, FOOD, NUTRITION
(3) 9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN INC
207 E BUFFALO STREET SUITE 211
MILWAUKEE,WI53202
34-1246311 501(C)(3) 775,000 0     ENVIRONMENTAL PROGRAMS
(4) ACCELERATE CHANGE INC
294 WASHINGTON STREET SUITE 500
BOSTON,MA02108
82-3400062 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(5) ACHIEVING COMMUNITY TASKS SUCCESSFULLY
1403 LAURENTIDE STREET
HOUSTON,TX77029
45-5172290 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(6) ACTION FOR THE CLIMATE EMERGENCY
529 MAIN ST UNIT 200
CHARLESTOWN,MA02129
26-3106566 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(7) AFRICAN AMERICAN ALLIANCE OF CDFI CEOS INC
301 E PINE ST SUITE 175
ORLANDO,FL32801
85-2659114 501(C)(3) 20,000 0     ENVIRONMENTAL PROGRAMS
(8) AIR ALLIANCE HOUSTON
2520 CAROLINE STREET SUITE 100
HOUSTON,TX77004
76-0461030 501(C)(3) 360,000 0     ENVIRONMENTAL PROGRAMS
(9) ALASKA PUBLIC INTEREST RESEARCH GROUP
308 G STREET SUITE 202
ANCHORAGE,AK99501
92-0047627 501(C)(3) 255,000 0     ENVIRONMENTAL PROGRAMS
(10) ALIANZA NACIONAL DE CAMPESINAS INC
319 LAMBERT ST SUITE D
OXNARD,CA93036
47-3486630 501(C)(3) 115,000 0     AGRICULTURE, FOOD, NUTRITION
(11) AMERICAN CONSERVATION COALITION
PO BOX 371
APPLETON,WI54912
82-3815628 501(C)(3) 110,000 0     ENVIRONMENTAL PROGRAMS
(12) AMERICANS FOR FINANCIAL REFORM EDUCATION FUND
1615 L STREET NW SUITE 450
WASHINGTON,DC20036
82-2553525 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(13) AMPLIFY NEW HAMPSHIRE
PO BOX 3908
MANCHESTER,NH03105
86-2948810 501(C)(4) 50,000 0     ENVIRONMENTAL PROGRAMS
(14) ANNE SAXELBY LEGACY FUND INC
135 EASTERN PARKWAY SUITE 2A
BROOKLYN,NY11238
87-3755775 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(15) AQUATIC LABORATORIES INC
25A FAIRMONT ST
CAMBRIDGE,MA02139
88-2367974   916,167 0     ENVIRONMENTAL PROGRAMS
(16) ASIAN AMERICAN ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148
NORCROSS,GA30093
27-2577567 501(C)(3) 260,000 0     ENVIRONMENTAL PROGRAMS
(17) BARBARA JORDAN INSTITUTE
1808 S GOOD LATIMER EXPY
DALLAS,TX75226
83-2791831 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(18) BIOBUS INC
1361 AMSTERDAM AVE STE 340
NEW YORK,NY10027
26-2092282 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(19) BLACK LIVES MATTER PHOENIX METRO
PO BOX 56693
PHOENIX,AZ85079
84-4398090 501(C)(3) 30,000 0     ENVIRONMENTAL PROGRAMS
(20) BLACK SUSTAINABILITY INC
1403 DOWNS DRIVE SW
ATLANTA,GA30311
85-3364819 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(21) BLACK WOMEN RISING
2144 FORDWAY STREET
OTTAWA HILLS,OH43606
83-1904410 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(22) BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD CT SUITE 300
RALEIGH,NC27604
27-2459538 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(23) BORDER WORKERS UNITED
13371-11 EASTLAKE BLVD SUITE 104
503
EL PASO,TX79928
81-3709604 501(C)(3) 225,500 0     ENVIRONMENTAL PROGRAMS
(24) BREAKTHROUGH ENERGY FOUNDATION
4110 CARILLON POINT
KIRKLAND,WA98033
85-3672460 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(25) BRUSHWOOD CENTER AT RYERSON WOODS
21850 N RIVERWOODS RD
RIVERWOODS,IL60015
36-3715155 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(26) BUSINESS EDUCATION FUND
201 N UNION ST SUITE 110
ALEXANDRIA,VA22314
84-2969730 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(27) BVM CAPACITY BUILDING INSTITUTE INC
4751 BEST ROAD SUITE 490
ATLANTA,GA30337
82-3835203 501(C)(3) 675,000 0     ENVIRONMENTAL PROGRAMS
(28) C40 CITIES CLIMATE LEADERSHIP GROUP INC
120 PARK AVENUE 23RD FLOOR
NEW YORK,NY10017
90-0634376 501(C)(3) 4,500,000 0     ENVIRONMENTAL PROGRAMS
(29) CALIFORNIA RURAL LEGAL ASSISTANCE INC
1430 FRANKLIN ST SUITE 103
OAKLAND,CA94612
95-2428657 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(30) CARBON TRACKER INITIATIVE INC
PO BOX 15284
WILMINGTON,DE19850
82-3744547 501(C)(3) 250,000 0     ENVIRONMENTAL PROGRAMS
(31) CARBONPLAN
2443 FILMORE ST UNIT 380 6048
SAN FRANCISCO,CA94115
84-4378880 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(32) CARRIZO COMECRUDO TRIBE OF TEXAS
1250 ROEMER LANE UNIT C
FLORESVILLE,TX78114
75-2830923 501(C)(3) 71,500 0     ENVIRONMENTAL PROGRAMS
(33) CASA DE MARYLAND INC
8151 15TH AVENUE
HYATTSVILLE,MD20783
52-1372972 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(34) CASCADE CLIMATE INC
21 KIDDER AVENUE
SOMERVILLE,MA02144
93-2117635 501(C)(3) 2,446,750 0     ENVIRONMENTAL PROGRAMS
(35) CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710
TUCSON,AZ85702
27-3943866 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(36) CENTER FOR CLEAN AIR POLICY
750 FIRST STREET NE
WASHINGTON,DC20002
52-1423164 501(C)(3) 420,000 0     ENVIRONMENTAL PROGRAMS
(37) CENTER FOR COMMUNITY CHANGE
1536 U STREET NW
WASHINGTON,DC20009
52-0888113 501(C)(3) 191,500 0     ENVIRONMENTAL PROGRAMS
(38) CENTER FOR HEALTH INNOVATION
11587 HIGHWAY 180 E
SILVER CITY,NM88061
47-2498200 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(39) CENTER FOR PUBLIC POLICY PRIORITIES
7020 EASY WIND DRIVE SUITE 200
AUSTIN,TX78752
74-2898197 501(C)(3) 500,000 0     ENVIRONMENTAL PROGRAMS
(40) CENTER ON RACE POVERTY & THE ENVIRONMENT
1012 JEFFERSON STREET
DELANO,CA93215
05-0557231 501(C)(3) 120,000 0     ENVIRONMENTAL PROGRAMS
(41) CERES INC
99 CHAUNCY STREET 6TH FLOOR
BOSTON,MA02111
22-3053747 501(C)(3) 2,400,000 0     ENVIRONMENTAL PROGRAMS
(42) CHISHOLM LEGACY PROJECT INC
15210 DINO DRIVE PO BOX 1031
BURTONSVILLE,MD20866
92-0515371 501(C)(3) 30,000 0     ENVIRONMENTAL PROGRAMS
(43) CITIZEN ACTION OF WISCONSIN EDUCATION FUND INC
221 S 2ND STREET 300
MILWAUKEE,WI53204
39-1520619 501(C)(3) 40,000 0     ENVIRONMENTAL PROGRAMS
(44) CIVIC NEBRASKA
530 S 13TH STREET SUITE 100
LINCOLN,NE68508
27-2204391 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(45) CLEAN AIR TASK FORCE INC
114 STATE STREET 6TH FLOOR
BOSTON,MA02109
04-3512550 501(C)(3) 5,274,812 0     ENVIRONMENTAL PROGRAMS
(46) CLEAN ENERGY DISTRICTS OF IOWA
217 W WATER STREET UNIT 2
DECORAH,IA52101
61-1937493 501(C)(3) 175,000 0     ENVIRONMENTAL PROGRAMS
(47) CLEAN ENERGY WORKS
1666 CONNECTICUT AVE NW SUITE 100
WASHINGTON,DC20009
46-4930631 501(C)(3) 70,000 0     ENVIRONMENTAL PROGRAMS
(48) CLEAN UP THE RIVER ENVIRONMENT
117 SOUTH 1ST STREET
MONTEVIDEO,MN56265
31-1693392 501(C)(3) 80,000 0     ENVIRONMENTAL PROGRAMS
(49) CLEAN WISCONSIN INC
634 W MAIN ST SUITE 300
MADISON,WI53703
39-1413448 501(C)(3) 275,000 0     ENVIRONMENTAL PROGRAMS
(50) CLIMATE POLICY INITIATIVE INC
575 MARKET STREET 4TH FLOOR
SAN FRANCISCO,CA94105
26-4129153 501(C)(3) 350,000 0     ENVIRONMENTAL PROGRAMS
(51) COBBS CREEK COMMUNITY ENVIRONMENTAL EDUCATION CENTER
700 COBBS CREEK PARKWAY
PHILADELPHIA,PA19143
23-2705536 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(52) COLORADO NONPROFIT DEVELOPMENT CENTER
PO BOX 18770
DENVER,CO80218
84-1493585 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(53) COLTURA
110 PREFONTAINE PL S SUITE 304
SEATTLE,WA98104
47-2276541 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(54) COLUMBIA RIVER INTER-TRIBAL FISH COMMISSION
700 NE MULTNOMAH STREET SUITE 1200
PORTLAND,OR97232
93-0695227 GOVERNMENT 75,000 0     AGRICULTURE, FOOD, NUTRITION
(55) COMING CLEAN INC
28 VERNON STREET SUITE 434
BRATTLEBORO,VT05301
04-3429794 501(C)(3) 5,200 0     ENVIRONMENTAL PROGRAMS
(56) COMMON CAUSE EDUCATION FUND
805 15TH ST NW SUITE 800
WASHINGTON,DC20005
31-1705370 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(57) COMMON DEFENSE EDUCATION FUND INC
251 WEST 31ST ST SUITE 317
NEW YORK,NY10001
87-1262978 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(58) COMMUNITIES UNLIMITED INC
3 EAST COLT SQUARE DRIVE
FAYETTEVILLE,AR72703
71-0464321 501(C)(3) 400,000 0     ENVIRONMENTAL PROGRAMS
(59) COMMUNITY MOVEMENT BUILDERS INC
3401 LANTERN VIEW LANE
SCOTTDALE,GA30079
47-4653915 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(60) CONCERNED CITIZENS OF CHARLES CITY COUNTY
PO BOX 177
PROVIDENCE FORGE,VA23140
85-2779200 501(C)(3) 131,750 0     ENVIRONMENTAL PROGRAMS
(61) CONVERGENT RESEARCH INC
4360 HANOVER AVE
BOULDER,CO80305
88-3013217 501(C)(3) 70,000 0     ENVIRONMENTAL PROGRAMS
(62) COOL LEARNING EXPERIENCE INC
401 N GENESEE ST
WAUKEGAN,IL60085
88-4195004 501(C)(3) 10,000 0     CAPACITY BUILDING
(63) COON CREEK COMMUNITY WATERSHED COUNCIL INC
401 CENTRAL AVENUE
COON VALLEY,WI54623
88-2373146 501(C)(3) 65,000 0     ENVIRONMENTAL PROGRAMS
(64) COUNTY OF VERNON WI
400 COURTHOUSE SQUARE ROOM 300
VIROQUA,WI54665
39-6005749 GOVERNMENT 35,000 0     ENVIRONMENTAL PROGRAMS
(65) COURIER NEWSROOM INC
101 AVE OF THE AMERICAS FLOOR 8 TO
9
NEW YORK,NY10013
83-4159180   75,000 0     ENVIRONMENTAL PROGRAMS
(66) COVENANT PATHWAYS
PO BOX 455
VANDERWAGEN,NM87326
47-3515588 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(67) CREW CARBON INC
216 NICOLL ST APT 3
NEW HAVEN,CT06511
92-1342924   1,303,976 0     ENVIRONMENTAL PROGRAMS
(68) CROATAN INSTITUTE
PO BOX 2044
DURHAM,NC27702
46-3673347 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(69) CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT STREET SUITE 320
PHILADELPHIA,PA19107
46-3109411 501(C)(3) 250,000 0     ENVIRONMENTAL PROGRAMS
(70) DAIRY GRAZING APPRENTICESHIP INC
247606 GAD RD
MEDFORD,WI54451
46-2694047 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(71) DECELERATION
239 SOUTHOLME AVE
SAN ANTONIO,TX78204
86-1931064 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(72) DELTERRA INC
1200 19TH ST NW SUITE 1000
WASHINGTON,DC20036
85-3879603 501(C)(3) 1,160,000 0     ENVIRONMENTAL PROGRAMS
(73) DEMOCRACY GREEN
135 RIVERSIDE PARKWAY SUITE 2P
AUSTELL,GA30168
83-3652553 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(74) DETROIT BLACK COMMUNITY FOOD SECURITY NETWORK
11000 W MCNICHOLS RD SUITE 103
DETROIT,MI48221
33-1140762 501(C)(3) 120,000 0     AGRICULTURE, FOOD, NUTRITION
(75) DREAMING OUT LOUD INC
80 M ST SE
WASHINGTON,DC20003
26-1286043 501(C)(3) 50,000 0     AGRICULTURE, FOOD, NUTRITION
(76) EARTHWORKS
1612 K ST NW STE 904
WASHINGTON,DC20006
52-1557765 501(C)(3) 2,000,700 0     ENVIRONMENTAL PROGRAMS
(77) ECO JUSTICE CENTER INC
7133 MICHNA ROAD
RACINE,WI53406
45-3737333 501(C)(3) 49,258 0     ENVIRONMENTAL PROGRAMS
(78) ENERGY JUSTICE LAW AND POLICY CENTER
35 FOREST CIRCLE
NEW ROCHELLE,NY10804
88-2180438 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(79) ENVIRONMENTAL COMMUNITY ADVOCATES OF GALENA PARK
1217 15TH ST
GALENA PARK,TX77547
45-1457199 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(80) ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVENUE SOUTH 17TH FLOOR
NEW YORK,NY10010
11-6107128 501(C)(3) 3,290,000 0     ENVIRONMENTAL PROGRAMS
(81) ENVIRONMENTAL JUSTICE COMMUNITY ACTION NETWORK
209 W MORISSEY BLVD
CLINTON,NC28328
85-1750203 501(C)(3) 70,000 0     ENVIRONMENTAL PROGRAMS
(82) ENVIRONMENTAL WORKING GROUP
1250 I STREET NW SUITE 1000
WASHINGTON,DC20005
52-2148600 501(C)(3) 49,000 0     AGRICULTURE, FOOD, NUTRITION
(83) ESTE PODER
PO BOX 2064
LINDALE,TX75771
84-4197985 501(C)(3) 6,500 0     ENVIRONMENTAL PROGRAMS
(84) FAITH IN INDIANA
1100 W 42ND ST SUITE 350
INDIANAPOLIS,IN46220
45-2349567 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(85) FAITH IN PUBLIC LIFE INC
1990 M ST NW SUITE 740
WASHINGTON,DC20036
20-3798596 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(86) FARM ACTION
5 TERRACE CIRCLE
MEXICO,MO65265
84-3606318 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(87) FARMWORKER ASSOCIATION OF FLORIDA INC
1264 APOPKA BLVD
APOPKA,FL32703
59-2683978 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(88) FEDERATION OF SOUTHERN COOPERATIVES LAND ASSISTANCE FU
2769 CHURCH STREET
EAST POINT,GA30344
58-1026695 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(89) FIGHT FOR LIGHT INCORPORATED
175 15TH ST UNIT 110
ATLANTA,GA30309
27-2652508 501(C)(3) 175,000 0     ENVIRONMENTAL PROGRAMS
(90) FOOD AND MEDICINE JOBS WITH JUSTICE EDUCATION FUND
20 IVERS STREET
BREWER,ME04412
27-0565468 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(91) FORWARD TOGETHER WISCONSIN CO
PO BOX 90141
MILWAUKEE,WI53029
93-1964673 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(92) FOUNDATION FOR LOUISIANA
1820 ST CHARLES AVE STE 200
NEW ORLEANS,LA70130
20-3399944 501(C)(3) 1,700,000 0     ENVIRONMENTAL PROGRAMS
(93) FRONTIER CLIMATE MANAGEMENT LLC
354 OYSTER POINT BOULEVARD
SAN FRANCISCO,CA94080
88-1784249   2,074,750 0     ENVIRONMENTAL PROGRAMS
(94) FUND FOR LAKE MICHIGAN INC
247 W FRESHWATER WAY SUITE 210
MILWAUKEE,WI53204
87-4340021 501(C)(3) 38,874 0     ENVIRONMENTAL PROGRAMS
(95) GENERATION WEST VIRGINIA INC
1405 EARL L CORE RD PMB 1021
MORGANTOWN,WV26505
81-3004556 501(C)(3) 206,000 0     ENVIRONMENTAL PROGRAMS
(96) GEORGIA CONSERVATION VOTERS EDUCATION FUND
725 PONCE DE LEON AVE NE FLOOR 2
ATLANTA,GA30306
58-2559965 501(C)(3) 360,000 0     ENVIRONMENTAL PROGRAMS
(97) GEORGIA INTERFAITH POWER AND LIGHT INC
701 S COLUMBIA DR
DECATUR,GA30030
26-3446212 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(98) GEORGIA WAND EDUCATION FUND INC
250 GEORGIA AVE SE SUITE 202
ATLANTA,GA30312
20-3060988 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(99) GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES
1958 UNIVERSITY AVE
BERKELEY,CA94704
45-3543427 501(C)(3) 1,500,000 0     ENVIRONMENTAL PROGRAMS
(100) GO AUSTIN VAMOS AUSTIN
3712 CEDAR ST SUITE 230
AUSTIN,TX78705
83-0915321 501(C)(3) 10,500 0     ENVIRONMENTAL PROGRAMS
(101) GRANITE STATE ORGANIZING PROJECT
1045 ELM STREET SUITE 201
MANCHESTER,NH03101
47-0873896 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(102) GRASSROOTS COLLABORATIVE
637 S DEARBORN ST THIRD FLOOR
CHICAGO,IL60605
36-4328006 501(C)(3) 100,200 0     ENVIRONMENTAL PROGRAMS
(103) GRASSWORKS INC
E 17995 WESTERN RD
HILLSBORO,WI54634
39-1614527 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(104) GRIST MAGAZINE INC
1501 E MADISON ST SUITE 650
SEATTLE,WA98122
06-1664153 501(C)(3) 10,000 0     CAPACITY BUILDING
(105) GROUNDSWELL INC
80 M STREET SE
WASHINGTON,DC20003
27-0201126 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(106) GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC
414 EAST EIGHTH STREET SUITE 204
TRAVERSE CITY,MI49686
38-2314954 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(107) HAND HEART AND SOUL PROJECT INC
220 ARROWHEAD BLVD SUITE 200
JONESBORO,GA30236
82-1127395 501(C)(3) 115,000 0     AGRICULTURE, FOOD, NUTRITION
(108) HARAMBEE HOUSE INC
2013 WILLIAM STREET
JEFFERSON CITY,MO65109
43-1553857 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(109) HEARTLAND WORKERS CENTER
4923 SOUTH 24TH STREET SUITE 101
OMAHA,NE68107
27-1709471 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(110) HONOR THE EARTH
1430 HAINES AVE SUITE 108 225
RAPID CITY,SD57701
45-4714238 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(111) HOOPA VALLEY TRIBE
11860 STATE HWY 96
HOOPA,CA95546
94-1477040   110,000 0     PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
(112) HOOSIER ACTION RESOURCE CENTER INC
1461 W BLOOMFIELD RD
BLOOMINGTON,IN47403
83-4091031 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(113) HOPE ENTERPRISE CORPORATION
4 OLD RIVER PLACE
JACKSON,MS39652
64-0851798 501(C)(3) 400,000 0     ENVIRONMENTAL PROGRAMS
(114) HOUSTON CLIMATE JUSTICE MUSEUM
3308 GARROW STREET
HOUSTON,TX77003
87-2928076 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(115) IDAHO ORGANIZATION OF RESOURCE COUNCILS INC
910 W MAIN ST SUITE 234
BOISE,ID83712
46-5310102 501(C)(3) 85,000 0     AGRICULTURE, FOOD, NUTRITION
(116) INNOVATION OHIO EDUCATION FUND
360 SOUTH THIRD STREET 3RD FLOOR
COLUMBUS,OH43215
27-4562105 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(117) INQUIRING SYSTEMS INC
887 SONOMA AVE UNIT 23
SANTA ROSA,CA95404
94-2524840 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(118) INSTITUTE FOR GOVERNANCE AND SUSTAINABLE DEVELOPMENT
5800 MACARTHUR BLVD NW
WASHINGTON,DC20016
81-0616238 501(C)(3) 4,575,000 0     ENVIRONMENTAL PROGRAMS
(119) INSTITUTE FOR LOCAL INNOVATIONS INC
650 POYDRAS STREET SUITE 1400
NEW ORLEANS,LA70130
45-5538768 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(120) INSTITUTE FOR LOCAL SELF RELIANCE INC
2720 E 22ND STREET
MINNEAPOLIS,MN55406
23-7394104 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(121) INSTITUTE FOR MARKET TRANSFORMATION INC
PO BOX 66526
WASHINGTON,DC20035
94-3241464 501(C)(3) 250,000 0     ENVIRONMENTAL PROGRAMS
(122) INSTITUTE FOR WASHINGTONS FUTURE
2720 VALENCIA ST
BELLINGHAM,WA98226
91-0931421 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(123) INTER-AMERICAN DEVELOPMENT BANK
1300 NEW YORK AVE NW
WASHINGTON,DC20577
52-6040854   3,500,000 0     ENVIRONMENTAL PROGRAMS
(124) IOWA CITIZENS FOR COMMUNITY IMPROVEMENT
2001 FOREST AVE
DES MOINES,IA50311
42-1110721 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(125) IOWA FARMERS UNION EDUCATION FOUNDATION
PO BOX 1883
AMES,IA50010
42-1475262 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(126) ISAIAH
2356 UNIVERSITY AVE W SUITE 405
ST PAUL,MN55114
41-1957358 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(127) JO DAVIESS CONSERVATION FOUNDATION INC
126 N MAIN STREET
ELIZABETH,IL61028
36-3913497 501(C)(3) 10,000 0     CAPACITY BUILDING
(128) JOBS TO MOVE AMERICA
525 S HEWITT STREET
LOS ANGELES,CA90013
81-5339041 501(C)(3) 62,000 0     ENVIRONMENTAL PROGRAMS
(129) JOLT INITIATIVE INC
PO BOX 4185
AUSTIN,TX78765
82-1708759 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(130) KANSAS BLACK FARMERS ASSOCIATION INC
200 WASHINGTON AVE
BOGUE,KS67625
48-1222639 501(C)(3) 75,000 0     AGRICULTURE, FOOD, NUTRITION
(131) KANSAS INTERFAITH ACTION
PO BOX 654
LAWRENCE,KS66044
47-3537926 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(132) KARUK TRIBE
PO BOX 1016
HAPPY CAMP,CA96039
  200,000 0     PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
(133) KENTUCKY BLACK FARMERS ASSOCIATION CORP
263 CHARLIE NORRIS RD
RICHMOND,KY40475
92-3119388 501(C)(3) 25,000 0     AGRICULTURE, FOOD, NUTRITION
(134) KINSTON TEENS INC
327 NORTH QUEEN STREET SUITE 111
KINSTON,NC28501
47-2645211 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(135) KLEAN ENERGY KULTURE INC
2674 CRESTDALE CIR
ATLANTA,GA30316
88-1908610 501(C)(3) 450,000 0     ENVIRONMENTAL PROGRAMS
(136) LA UNION DEL PUEBLO ENTERO
PO BOX 188
SAN JUAN,TX78589
93-1029197 501(C)(3) 80,000 0     ENVIRONMENTAL PROGRAMS
(137) LAND STEWARDSHIP PROJECT
821 E 35TH ST STE 200
MINNEAPOLIS,MN55407
41-1466054 501(C)(3) 280,000 0     ENVIRONMENTAL PROGRAMS
(138) LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
740 15TH ST NW SUITE 700
WASHINGTON,DC20005
52-1379661 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(139) LOCAL FIRST ARIZONA FOUNDATION
407 E ROOSEVELT ST
PHOENIX,AZ85004
26-1657951 501(C)(3) 400,000 0     ENVIRONMENTAL PROGRAMS
(140) LOCAL PROGRESS POLICY INSTITUTE
1200 18TH ST NW SUITE 700
WASHINGTON,DC20036
86-3590543 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(141) LOUD LIGHT
PO BOX 4045
TOPEKA,KS66604
81-0798700 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(142) LOUISIANA HOMEBUYER EDUCATION COLLABORATIVE
4640 S CARROLLTON AVE SUITE 160
NEW ORLEANS,LA70119
46-3546935 501(C)(3) 500,000 0     ENVIRONMENTAL PROGRAMS
(143) MAINE PEOPLES RESOURCE CENTER
565 CONGRESS ST UNIT 200
PORTLAND,ME04101
22-2586108 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(144) MANO AMIGA SM
174 S GUADALUPE STREET SUITE 205
SAN MARCOS,TX78666
83-2030465 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(145) MICHIGAN ENVIRONMENTAL JUSTICE COALITION
1725 LAWNDALE STREET
DETROIT,MI48209
86-1272770 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(146) MICHIGAN FAITH IN ACTION
PO BOX 480
FLINT,MI48501
56-2593271 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(147) MICHIGAN UNITED
4405 WESSON STREET
DETROIT,MI48210
38-3058190 501(C)(3) 80,000 0     ENVIRONMENTAL PROGRAMS
(148) MICRONESIA CLIMATE CHANGE ALLIANCE INC
285 FARENHOLT AVENUE SUITE 303 PMB
1076
TAMUMING,GU96913
66-0909128 501(C)(3) 100,000 0     AGRICULTURE, FOOD, NUTRITION
(149) MILWAUKEE ENVIRONMENTAL CONSORTIUM INC
1836 W FOND DU LAC AVE
MILWAUKEE,WI53205
83-0373300 501(C)(3) 50,200 0     ENVIRONMENTAL PROGRAMS
(150) MINNEAPOLIS FOUNDATION
800 IDS CENTER 80 S EIGHTH ST
MINNEAPOLIS,MN55402
41-6029402 501(C)(3) 45,000 0     ENVIRONMENTAL PROGRAMS
(151) MINNESOTA VOICE
1600 UNIVERSITY AVE W SUITE 303
ST PAUL,MN55104
46-4457692 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(152) MISSOURI RURAL CRISIS CENTER
1108 RANGELINE ST
COLUMBIA,MO65201
43-1432033 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(153) MONDO BIZARRO PRODUCTIONS
609 ST FERDINAND
NEW ORLEANS,LA70119
84-1891312 501(C)(3) 10,000 0     ENVIRONMENTAL PROGRAMS
(154) MONTANA HUMAN RIGHTS NETWORK
100 N LAST CHANCE GULCH
HELENA,MT59601
81-0472423 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(155) MOVEMENT ADVANCEMENT PROJECT
1905 15TH STREET 1097
BOULDER,CO80306
47-3968535 501(C)(3) 350,000 0     ENVIRONMENTAL PROGRAMS
(156) MOVEMENT STRATEGY CENTER
436 14TH ST 5TH FLOOR
OAKLAND,CA94612
20-1037643 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(157) MULTIPLIER
548 MARKET ST PMB 81178
SAN FRANCISCO,CA94104
91-2166435 501(C)(3) 437,445 0     ENVIRONMENTAL PROGRAMS
(158) NATIONAL YOUNG FARMERS COALITION
418 BROADWAY SUITE 4
ALBANY,NY12207
47-2072946 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(159) NATIVE RENEWABLES INC
3111 N CADEN COURT SUITE 130
FLAGSTAFF,AZ86004
85-2285816 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(160) NATURAL RESOURCE GOVERNANCE INSTITUTE
88 PINE STREET
NEW YORK,NY10005
20-4451390 501(C)(3) 500,000 0     ENVIRONMENTAL PROGRAMS
(161) NCABL LAND LOSS PREVENTION PROJECT
PO BOX 179
DURHAM,NC27702
56-1348982 501(C)(3) 115,000 0     AGRICULTURE, FOOD, NUTRITION
(162) NEBRASKA COMMUNITIES UNITED
2108 COUNTY ROAD O
FREMONT,NE68025
81-2319062 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(163) NEO PHILANTHROPY INC
45 WEST 36TH STREET 6TH FLOOR
NEW YORK,NY10018
13-3191113 501(C)(3) 375,000 0     ENVIRONMENTAL PROGRAMS
(164) NEW GEORGIA PROJECT INC
830 GLENWOOD AVE SE SUITE 510-221
ATLANTA,GA30316
82-1348307 501(C)(3) 350,000 0     ENVIRONMENTAL PROGRAMS
(165) NEW ORLEANS FOOD POLICY ACTION COUNCIL
141 ALLEN TOUSSAINT BLVD APT 367
NEW ORLEANS,LA70125
83-3074522 501(C)(3) 25,000 0     AGRICULTURE, FOOD, NUTRITION
(166) NEW PA PROJECT EDUCATION FUND
PO BOX 453
WEST CHESTER,PA19381
87-1276119 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(167) NEW VENTURE FUND
1828 L STREET NW SUITE 300 A
WASHINGTON,DC20036
20-5806345 501(C)(3) 80,000 0     ENVIRONMENTAL PROGRAMS
(168) NORTH CAROLINA BLACK ALLIANCE
PO BOX 27886
RALEIGH,NC27611
56-2210571 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(169) NORTH CAROLINA CLIMATE JUSTICE COLLECTIVE
PO BOX 15422
DURHAM,NC27704
87-2961785 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(170) NORTH CAROLINA ENVIRONMENTAL JUSTICE NETWORK
PO BOX 68
ROCKY MOUNT,NC27802
20-5966295 501(C)(3) 70,000 0     ENVIRONMENTAL PROGRAMS
(171) NORTHERN PLAINS RESOURCE COUNCIL
220 S 27TH ST SUITE A
BILLINGS,MT59101
81-0367205 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(172) NOT OUR FARM
4623 PALO ALTO AVE SE
ALBUQUERQUE,NM87108
82-2536868 501(C)(3) 50,000 0     AGRICULTURE, FOOD, NUTRITION
(173) NW ENERGY COALITION
811 1ST AVE SUITE 305
SEATTLE,WA98104
91-1144122 501(C)(3) 10,000 0     ENVIRONMENTAL PROGRAMS
(174) OKLAHOMA BLACK HISTORICAL RESEARCH PROJECT INC
3506 N FOREST PARK DR
OKLAHOMA CITY,OK73121
31-1608998 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(175) OPERATION SPRING PLANT INC
2615 B GELA RD
OXFORD,NC22565
58-2037106 501(C)(3) 115,000 0     AGRICULTURE, FOOD, NUTRITION
(176) ORGANIZED VILLAGE OF KAKE
541 KEKU ROAD
KAKE,AK99830
92-0074844   50,000 0     ENVIRONMENTAL PROGRAMS
(177) ORGANIZING EMPOWERMENT FUND
PO BOX 288
MCFARLAND,WI53558
85-1997265 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(178) PARTNERSHIP FOR SOUTHERN EQUITY
55 IVAN ALLEN JR BLVD NW
ATLANTA,GA30308
27-4424115 501(C)(3) 65,000 0     ENVIRONMENTAL PROGRAMS
(179) PENNSYLVANIA STANDS UP INSTITUTE
115 N LIME ST
LANCASTER,PA17602
85-4055323 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(180) PEOPLE UNITED FOR SUSTAINABLE HOUSING INC
429 PLYMOUTH AVENUE SUITE 1
BUFFALO,NY14213
20-3558447 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(181) PEOPLES ACTION INSTITUTE
1130 N MILWAUKEE AVE
CHICAGO,IL60642
36-2755109 501(C)(3) 102,176 0     ENVIRONMENTAL PROGRAMS
(182) PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES
617 S OLIVE ST SUITE 1100
LOS ANGELES,CA90014
95-3956136 501(C)(3) 111,300 0     ENVIRONMENTAL PROGRAMS
(183) PIONEER VALLEY REGIONAL VENTURES CENTER INC
60 CONGRESS STREET
SPRINGFIELD,MA01104
04-3560951 501(C)(3) 80,000 0     AGRICULTURE, FOOD, NUTRITION
(184) PITTSBURGH UNITED
841 CALIFORNIA AVE 3RD FLOOR
PITTSBURGH,PA15212
20-8534071 501(C)(3) 100,200 0     ENVIRONMENTAL PROGRAMS
(185) POLICHIC ENGAGEMENT FUND
2700 POST OAK BLVD 21ST FLOOR
HOUSTON,TX77033
84-5178945 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(186) PONTCHARTRAIN CONSERVANCY
PO BOX 6965
METAIRIE,LA70009
72-1152784 501(C)(3) 77,000 0     ENVIRONMENTAL PROGRAMS
(187) POTENTIAL ENERGY COALITION INC
477 MADISON AVE SUITE 600
NEW YORK,NY10022
82-4652837 501(C)(3) 13,191,061 0     ENVIRONMENTAL PROGRAMS
(188) POWER COALITION FOR EQUITY AND JUSTICE
4930 WASHINGTON AVE
NEW ORLEANS,LA70125
83-2511340 501(C)(3) 325,000 0     ENVIRONMENTAL PROGRAMS
(189) PRAIRIE RIVERS NETWORK
1605 SOUTH STATE STREET SUITE 1
CHAMPAIGN,IL61820
37-6085905 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(190) PRISM REPORTS INC
1423 BROADWAY UNIT 271
OAKLAND,CA94612
82-1772450 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(191) PROGEORGIA STATE TABLE INC
151 ELLIS ST NE 2ND FLOOR
ATLANTA,GA30303
46-1064042 501(C)(3) 450,000 0     ENVIRONMENTAL PROGRAMS
(192) PROGRESS MICHIGAN EDUCATION
614 SEYMOUR AVE
LANSING,MI48933
26-0900874 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(193) PROJECT DRAWDOWN
428 MINNESOTA ST SUITE 500
ST PAUL,MN55101
38-3705448 501(C)(3) 489,664 0     ENVIRONMENTAL PROGRAMS
(194) PROMOTE PT
3344 ROUTE 130 SUITE A
HARRISON CITY,PA15636
47-3795303 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(195) RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300
SAN FRANCISCO,CA94108
94-3045180 501(C)(3) 5,300 0     ENVIRONMENTAL PROGRAMS
(196) REFED INC
3444 32ND STREET
ASTORIA,NY11106
83-1579781 501(C)(3) 500,000 0     ENVIRONMENTAL PROGRAMS
(197) REFLECTIVE INC
584 CASTRO STREET UNIT 2116
SAN FRANCISCO,CA94114
93-2809510 501(C)(3) 360,500 0     ENVIRONMENTAL PROGRAMS
(198) REFLO INC
636 EAST KEEFE AVENUE
MILWAUKEE,WI53212
46-2396466 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(199) REGENALL
2060 NEW STREET
EAST PETERSBURG,PA17520
84-4282652 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(200) REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD SUITE 500
LOS ANGELES,CA90024
95-6006143 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(201) REGION FIVE DEVELOPMENT COMMISSION
200 1ST STREET NE SUITE 2
STAPLES,MN56479
41-1238886 GOVERNMENT 100,000 0     ENVIRONMENTAL PROGRAMS
(202) RENEW ENVIRONMENTAL PUBLIC HEALTH ADVOCATES
5515 W LINCOLN AVE APT 1
MILWAUKEE,WI53219
47-3174618 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(203) REP GEORGIA INSTITUTE INC
1579F MONROE DRIVE NE UNIT 244
MACON,GA31204
82-3668416 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(204) ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET 10TH FLOOR
NEW YORK,NY10036
13-3615533 501(C)(3) 3,165,000 0     ENVIRONMENTAL PROGRAMS
(205) ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
74-2244146 501(C)(3) 2,277,993 0     ENVIRONMENTAL PROGRAMS
(206) RURAL COMMUNITY ASSISTANCE PARTNERSHIP INC
1725 I STREET NW SUITE 225
WASHINGTON,DC20006
23-7367533 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(207) RURAL EMPOWERMENT ASSOCIATION FOR COMMUNITY HELP
2389 W WARDS BRIDGE RD
WARSAW,NC28398
06-1649804 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(208) RURAL ORGANIZING PROJECT
PO BOX 664
COTTAGE GROVE,OR97424
93-1159856 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(209) RURAL PEOPLES PLATFORM
315 RIVERSIDE AVE
WINTHROP,WA98862
84-4377602 501(C)(3) 90,000 0     ENVIRONMENTAL PROGRAMS
(210) RURAL UTAH PROJECT EDUCATION FUND
323 S 600 E SUITE 130
SALT LAKE CITY,UT84102
84-2842840 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(211) RURALORGANIZINGORG EDUCATION FUND
545 E TOWN STREET
COLUMBUS,OH43215
85-1211115 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(212) SAVANNA INSTITUTE
2453 ATWOOD AVE SUITE 209
MADISON,WI53704
46-3004682 501(C)(3) 174,823 0     ENVIRONMENTAL PROGRAMS
(213) SCIENTIFIC COMMITTEE ON OCEANIC RESEARCH
210 SOUTH COLLEGE AVE
NEWARK,DE19716
52-1842894 501(C)(3) 7,500 0     ENVIRONMENTAL PROGRAMS
(214) SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612
94-6069890 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(215) SIXTEEN THIRTY FUND
1828 L STREET NW SUITE 300-B
WASHINGTON,DC20036
26-4486735 501(C)(4) 500,000 0     ENVIRONMENTAL PROGRAMS
(216) SIXTEENTH STREET COMMUNITY HEALTH CENTERS INC
1337 S CESAR CHAVEZ DR
MILWAUKEE,WI53204
39-1180475 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(217) SLIPSTREAM GROUP INC
431 CATALYST WAY
MADISON,WI53719
39-1356152 501(C)(3) 99,295 0     ENVIRONMENTAL PROGRAMS
(218) SMALL BUSINESS MAJORITY FOUNDATION INC
1015 15TH STREET NW SUITE 450
WASHINGTON,DC20005
03-0576666 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(219) SOCE NEIGHBORHOOD ACTION FOUNDATION
417 E GILBERT ST
WICHITA,KS67211
47-3299772 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(220) SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302
95-4116679 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(221) SOCIETY OF ENVIRONMENTAL JOURNALISTS
1629 K ST NW SUITE 300
WASHINGTON,DC20006
52-0194031 501(C)(3) 30,000 0     ENVIRONMENTAL PROGRAMS
(222) SOLAR UNITED NEIGHBORS INC
1350 CONNECTICUT AVE NW SUITE 412
WASHINGTON,DC20036
46-2462990 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(223) SOMOS SIEMBRA
801 NEW GARDEN RD
GREENSBORO,NC27410
87-2266951 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(224) SOMOS UN PUEBLO UNIDO
1804 ESPINACITAS ST
SANTA FE,NM87505
20-4216836 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(225) SOUTH TEXAS HUMAN RIGHTS CENTER
117 E MILLER STREET
FALFURRIAS,TX78355
46-3559349 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(226) SOUTHERN VISION ALLIANCE
PO BOX 51698
DURHAM,NC27701
61-1639641 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(227) SOUTHWEST GEORGIA REGIONAL COMMISSION
181 EAST BROAD STREET
CAMILLA,GA31730
58-0940910 GOVERNMENT 200,000 0     ENVIRONMENTAL PROGRAMS
(228) SOWEGA RISING INC
2407 CHERRY LAUREL LANE
ALBANY,GA31705
83-2761941 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(229) ST CROIX FOUNDATION FOR COMMUNITY DEVELOPMENT INC
1023 MARKET ST FLOOR 2
CHRISTIANSTED,VI00820
66-0480131 501(C)(3) 715,000 0     ENVIRONMENTAL PROGRAMS
(230) STAND
548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA94104
94-3331587 501(C)(3) 400,000 0     ENVIRONMENTAL PROGRAMS
(231) STANDING ROCK COMMUNITY DEVELOPMENT CORPORATION
181 AGENCY AVE
FORT YATES,ND58538
37-1845443 501(C)(3) 185,000 0     ENVIRONMENTAL PROGRAMS
(232) STATE INNOVATION EXCHANGE
1360 REGENT ST PMB 257
MADISON,WI53715
46-1368531 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(233) STATE LEADERSHIP PROJECT
PO BOX 223
RALEIGH,NC27602
83-4006980 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(234) STATE POWER FUND
425 CHERRY ST 2ND FLOOR
KENT,OH44240
85-3982823 501(C)(3) 40,000 0     ENVIRONMENTAL PROGRAMS
(235) STEAM ONWARD INC
1908 CATHERINE FRAN DRIVE
ACCOKEEK,MD20607
81-2599694 501(C)(3) 100,000 0     AGRICULTURE, FOOD, NUTRITION
(236) SUNNYSIDE COMMUNITY REDEVELOPMENT ORGANIZATION
4542 BRISCOE ST
HOUSTON,TX77051
82-5171838 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(237) SUNRISE MOVEMENT EDUCATION FUND
50 F ST NW STE 700
WASHINGTON,DC20001
46-4773036 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(238) SWANITI INITIATIVE
1109 MACRONI STREET APT A
HOUSTON,TX77019
45-3964226 501(C)(3) 141,128 0     ENVIRONMENTAL PROGRAMS
(239) TAKEACTION MINNESOTA EDUCATION FUND
705 RAYMOND AVENUE SUITE 100
ST PAUL,MN55114
41-1635130 501(C)(3) 55,000 0     ENVIRONMENTAL PROGRAMS
(240) TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
814 SAN JACINTO BLVD SUITE 408
AUSTIN,TX78701
74-2808805 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(241) TEXAS FREEDOM NETWORK EDUCATION FUND
608 W 22ND STREET
AUSTIN,TX78705
74-2788317 501(C)(3) 400,000 0     ENVIRONMENTAL PROGRAMS
(242) TEXAS RIOGRANDE LEGAL AID INC
301 S TEXAS AVE
MERCEDES,TX78570
74-1675230 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(243) THE BENEFICIAL ELECTRIFICATION LEAGUE
3625 N POTOMAC ST
ARLINGTON,VA22213
83-1564810 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(244) THE BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
53-0196577 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(245) THE CENTER FOR CULTURAL POWER
1330 BROADWAY SUITE 300
OAKLAND,CA94612
45-3154473 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(246) THE CENTER FOR ENERGY EDUCATION
460 AIRPORT ROAD
ROANOKE RAPIDS,NC27870
47-2079791 501(C)(3) 300,000 0     ENVIRONMENTAL PROGRAMS
(247) THE DESCENDANTS PROJECT
5593 HIGHWAY 18
VACHERIE,LA70090
85-3094098 501(C)(3) 70,000 0     ENVIRONMENTAL PROGRAMS
(248) THE EDUCATOR COLLECTIVE FOR ENVIRONMENTAL JUSTICE INC
1012 CHULA VISTA AVE
BURLINGAME,CA94010
85-0654648 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(249) THE FORWARD FOUNDATION
PO BOX 676
CONCORD,NH03302
88-0808418 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(250) THE INSTITUTE FOR ENHANCED EQUITY
PO BOX 52319
NEW ORLEANS,LA70152
85-1129350 501(C)(3) 600,000 0     ENVIRONMENTAL PROGRAMS
(251) THE NATURE CONSERVANCY
200 POTTERSVILLE RD
CHESTER,NJ07930
53-0242652 501(C)(3) 967,131 0     ENVIRONMENTAL PROGRAMS
(252) THE PARTNERSHIP PROJECT INC
1300 L ST NW FL 11
WASHINGTON,DC20005
52-2192070 501(C)(3) 2,400,000 0     ENVIRONMENTAL PROGRAMS
(253) THE PEOPLES PORT AUTHORITY
216 OHIO AVE
PROVIDENCE,RI02905
88-4041998 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(254) THE PEW CHARITABLE TRUSTS
2005 MARKET ST
PHILADELPHIA,PA19103
56-2307147 501(C)(3) 967,131 0     ENVIRONMENTAL PROGRAMS
(255) THE REGENTS OF UNIVERSITY OF CALIFORNIA DAVIS
ONE SHIELDS AVENUE
DAVIS,CA95616
94-6036494 501(C)(3) 9,347,488 0     ENVIRONMENTAL PROGRAMS
(256) THE SAND COUNTY FOUNDATION INC
44 EAST MIFFLIN STREET SUITE 1005
MADISON,WI53703
39-6089450 501(C)(3) 150,000 0     ENVIRONMENTAL PROGRAMS
(257) THE SHERMAN PARK COMMUNITY ASSOCIATION INC
3526 W FOND DU LAC AVE
MILWAUKEE,WI53216
23-7281891 501(C)(3) 65,000 0     ENVIRONMENTAL PROGRAMS
(258) THE SUNRISE PROJECT INC
3500 SOUTH DUPONT HIGHWAY DT 101
DOVER,DE19901
87-2370083 501(C)(3) 44,684 0     ENVIRONMENTAL PROGRAMS
(259) TIDES CENTER
PO BOX 29907
SAN FRANCISCO,CA94129
94-3213100 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(260) TIDES FOUNDATION
1014 TORNEY AVENUE
SAN FRANCISCO,CA94129
51-0198509 501(C)(3) 309,000 0     ENVIRONMENTAL PROGRAMS
(261) TITLE TRACK
PO BOX 888686
GRAND RAPIDS,MI49588
38-2742032 501(C)(3) 40,000 0     ENVIRONMENTAL PROGRAMS
(262) TRUCHA
601 N MAIN ST SUITE G
MCALLEN,TX78501
85-3104670 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(263) TRUSTAFRICA
2001 L STREET NW SUITE 500
WASHINGTON,DC20036
20-3074517 501(C)(3) 490,000 0     ENVIRONMENTAL PROGRAMS
(264) TRUSTEES OF INDIANA UNIVERSITY
1024 E THIRD STREET ROOM 132
BLOOMINGTON,IN47405
35-6001673 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(265) UC SAN DIEGO FOUNDATION
9500 GILMAN DR
LA JOLLA,CA92093
95-2872494 501(C)(3) 127,784 0     ENVIRONMENTAL PROGRAMS
(266) UFW FOUNDATION
PO BOX 23400
LOS ANGELES,CA90023
95-2703575 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(267) UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE SUITE 6
CAMBRIDGE,MA02138
04-2535767 501(C)(3) 414,000 0     AGRICULTURE, FOOD, NUTRITION
(268) UNITED FOR RESPECT EDUCATION FUND
81 PROSPECT STREET
BROOKLYN,NY11201
13-3885314 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(269) UNITED SOUTH AND EASTERN TRIBES INC
711 STEWARTS FERRY PIKE SUITE 100
NASHVILLE,TN37214
59-1315904 501(C)(3) 200,000 0     ENVIRONMENTAL PROGRAMS
(270) UNIVERSITY OF MARYLAND
7809 REGENTS DRIVE
COLLEGE PARK,MD20742
52-6002033 GOVERNMENT 401,175 0     ENVIRONMENTAL PROGRAMS
(271) VIRGINIA ORGANIZING INC
703 CONCORD AVE
CHARLOTTESVILLE,VA22903
54-1674992 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(272) VOCES DE LA FRONTERA
1027 S 5TH ST
MILWAUKEE,WI53204
39-2010107 501(C)(3) 35,000 0     ENVIRONMENTAL PROGRAMS
(273) VOTER
88 AMES ST APT 2209
CAMBRIDGE,MA02142
86-2040929 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(274) WE ARE DOWN HOME
PO BOX 10671
GREENSBORO,NC27404
83-1247155 501(C)(3) 180,000 0     ENVIRONMENTAL PROGRAMS
(275) WE THE PEOPLE MI
440 BURROUGHS STREET 174
DETROIT,MI48202
84-3520391 501(C)(3) 105,000 0     ENVIRONMENTAL PROGRAMS
(276) WE WANT GREEN TOO
3007 PENNSYLVANIA STREET
DETROIT,MI48214
45-5324148 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(277) WEST ATLANTA WATERSHED ALLIANCE
1442 RICHLAND RD SW
ATLANTA,GA30310
20-0890449 501(C)(3) 500,000 0     ENVIRONMENTAL PROGRAMS
(278) WESTERN GREAT LAKES BIRD AND BAT OBSERVATORY
116 W GRAND AVE SUITE 111
PORT WASHINGTON,WI53074
82-2924873 501(C)(3) 125,000 0     ENVIRONMENTAL PROGRAMS
(279) WESTERN NATIVE VOICE
1215 24TH ST
BILLINGS,MT59102
45-3771715 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(280) WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS
1502 W BROADWAY SUITE 102
MADISON,WI53713
06-1824467 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
(281) WISCONSIN CONSERVATION VOICES
133 S BUTLER ST SUITE 320
MADISON,WI53703
73-1628891 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(282) WISCONSIN ECONOMIC DEVELOPMENT CORPORATION
201 W WASHINGTON AVENUE 6TH FLOOR
MADISON,WI53703
45-1832104 GOVERNMENT 400,000 0     ENVIRONMENTAL PROGRAMS
(283) WISCONSIN FARMERS UNION FOUNDATION INC
117 W SPRING STREET
CHIPPEWA FALLS,WI54729
39-1854577 501(C)(3) 80,000 0     ENVIRONMENTAL PROGRAMS
(284) WISDOM INC
2821 N 4TH STREET 217
MILWAUKEE,WI53212
39-1985101 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(285) WOMEN IN RANCHING INC
PO BOX 76
COHAGEN,MT59322
88-0524625 501(C)(3) 60,000 0     ENVIRONMENTAL PROGRAMS
(286) WOMEN'S EARTH AND CLIMATE ACTION NETWORK
775 E BLITHEDALE AVE 384
MILL VALLEY,CA94941
37-1702450 501(C)(3) 100,000 0     ENVIRONMENTAL PROGRAMS
(287) WOODS HOLE OCEANOGRAPHIC INSTITUTION
569 WOODS HOLE RD
WOODS HOLE,MA02543
04-2105850 501(C)(3) 2,541,980 0     ENVIRONMENTAL PROGRAMS
(288) WORKERS CENTER OF CENTRAL NEW YORK
2013 E GENESEE STREET SUITE 8
SYRACUSE,NY13210
61-1706974 501(C)(3) 65,000 0     AGRICULTURE, FOOD, NUTRITION
(289) WORKING AMERICA EDUCATION FUND
815 16TH STREET NW
WASHINGTON,DC20006
20-2035052 501(C)(3) 50,000 0     ENVIRONMENTAL PROGRAMS
(290) WORLD FARMERS INC
769 MAIN ST
LANCASTER,MA01523
27-3138588 501(C)(3) 100,000 0     AGRICULTURE, FOOD, NUTRITION
(291) WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800
WASHINGTON,DC20002
52-1257057 501(C)(3) 1,007,050 0     ENVIRONMENTAL PROGRAMS
(292) WORLD WILDLIFE FUND INC
1250 24TH ST NW
WASHINGTON,DC20037
52-1693387 501(C)(3) 2,070,410 0     ENVIRONMENTAL PROGRAMS
(293) WV CAN'T WAIT MUTUAL AID
403 KING AVE
FAYETTEVILLE,WV25840
86-1651437 501(C)(3) 75,000 0     ENVIRONMENTAL PROGRAMS
(294) YOUNG WEST VIRGINIA POWER BUILDING MOVEMENT
126 EAST BURKE STREET
MARTINSBURG,WV25401
87-1145260 501(C)(3) 25,000 0     ENVIRONMENTAL PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
284
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
10
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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: THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED, AND A PRE-GRANT INQUIRY IS THEN CONDUCTED TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSES REPORTING OBLIGATIONS, REQUIRES FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRES THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS AREN'T FILED AS REQUIRED.
Schedule I (Form 990) 2023



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
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
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
Yes
 
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
Yes
 
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
 
No
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) 2023

Schedule J (Form 990) 2023
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
1CAMMIE CROFT
PROJECT CHIEF OF STAFF
(i)

(ii)
265,000
-------------
0
0
-------------
0
0
-------------
0
15,900
-------------
0
32,620
-------------
0
313,520
-------------
0
0
-------------
0
2THOMAS MERCER III
PROJECT HEAD OF PRODUCT
(i)

(ii)
224,063
-------------
0
30,000
-------------
0
0
-------------
0
14,344
-------------
0
30,348
-------------
0
298,755
-------------
0
0
-------------
0
3PATRICIANNA RHEE
PROJ CHIEF P'SHIP OFF (THRU 10/2023)
(i)

(ii)
224,139
-------------
0
0
-------------
0
28,039
-------------
0
14,282
-------------
0
14,601
-------------
0
281,061
-------------
0
0
-------------
0
4MELANIE R ALLEN
PROJECT CO-DIRECTOR
(i)

(ii)
241,312
-------------
0
5,000
-------------
0
900
-------------
0
14,387
-------------
0
12,964
-------------
0
274,563
-------------
0
0
-------------
0
5ERIN ROGERS
PROJECT CO-DIRECTOR
(i)

(ii)
244,362
-------------
0
5,000
-------------
0
900
-------------
0
12,499
-------------
0
11,269
-------------
0
274,030
-------------
0
0
-------------
0
6LYNN MCNAIR
PRESIDENT (AS OF 4/2023)
(i)

(ii)
150,200
-------------
0
15,250
-------------
0
675
-------------
0
9,259
-------------
0
7,883
-------------
0
183,267
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 1A THE ORGANIZATION PROVIDES $75 PER MONTH FOR FITNESS RELATED COSTS, WHICH MAY INCLUDE CLUB FEES. THE AMOUNTS WERE CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEES.
PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN EMPLOYEES, WHICH WOULD BE CONSIDERED A "NON-FIXED PAYMENT". BONUSES PAID BY THE ORGANIZATION ARE (IN GENERAL) NOT SPECIFIED BY A FIXED FORMULA IN EMPLOYMENT CONTRACTS AND DETERMINED (IN PART) WITH DISCRETION IN DETERMINING THE AMOUNT OF BONUS OR WHETHER TO MAKE A BONUS PAYMENT.
Schedule J (Form 990) 2023

Additional Data


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


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 2 4,019,336 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B).
Schedule M (Form 990) (2023)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
WINDWARD FUND
 
Employer identification number

47-3522162
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 3 WINDWARD FUND CONTRACTED WITH ARABELLA ADVISORS, A PROFESSIONAL SERVICES FIRM THAT SUPPORTS PHILANTHROPISTS AND NONPROFIT ORGANIZATIONS, TO PROVIDE BUSINESS AND ADMINISTRATIVE SERVICES UNDER AN ADMINISTRATIVE AGREEMENT. IN THAT CAPACITY, ARABELLA SUPPLIES SYSTEMS AND SERVICES TO ENSURE COMPLIANCE WITH FEDERAL, STATE, AND LOCAL REGULATIONS AND PROVIDES HR, PAYROLL, AND OTHER ADMINISTRATIVE FUNCTIONS FOR WINDWARD FUND TO BETTER FURTHER ITS MISSION AND ACHIEVE IMPACT.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR WINDWARD FUND'S PRESIDENT IS REVIEWED BY THE BOARD OF DIRECTORS, WHICH UTILIZES COMPARABILITY DATA TO SUBSTANTIATE THE REASONABLENESS OF THE COMPENSATION PACKAGE.
FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS FORM 1023 APPLICATION FOR RECOGNITION OF EXEMPTION AVAILABLE FOR PUBLIC INSPECTIONS UPON REQUEST. THOSE MATERIALS INCLUDE THE FUND'S INITIAL GOVERNANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND OTHER POLICIES. THE FUND DOES NOT MAKE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11G CONSULTANTS - COMMUNICATIONS: PROGRAM SERVICE EXPENSES 1,507,058. MANAGEMENT AND GENERAL EXPENSES 31,228. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,538,286. OTHER PROFESSIONAL FEES/CONSULTANTS: PROGRAM SERVICE EXPENSES 180,072. MANAGEMENT AND GENERAL EXPENSES 3,772. FUNDRAISING EXPENSES 535. TOTAL EXPENSES 184,379. CONSULTANTS - PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 18,178,279. MANAGEMENT AND GENERAL EXPENSES 72,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,251,094. CONSULTANTS - RESEARCH AND EVALUATION: PROGRAM SERVICE EXPENSES 2,996,478. MANAGEMENT AND GENERAL EXPENSES 51,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,047,878.
FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE RECEIVABLES -10,016,090. RETURNED GRANT FUNDS -220,410. RETURNED SUBGRANTEE FUNDS 31,513.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version: