This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $1,943,370 | $1,550,018 | $13,000 | $922,279 | $769,787 |
| FY2024 | 990 | $2,050,468 | $3,321,782 | $682 | $498,764 | $376,435 |
| FY2023 | 990 | $2,661,042 | $4,762,678 | $213,000 | $2,091,575 | $1,647,749 |
| FY2022 | 990 | $6,989,171 | $4,660,426 | $330,000 | $4,041,269 | $3,749,385 |
| FY2021 | 990 | $1,928,668 | $2,863,337 | $297,100 | $2,278,761 | $1,420,640 |
| FY2020 | 990 | $2,515,467 | $3,184,894 | $41,100 | $2,564,900 | $2,355,309 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CALIFORNIA FORWARD ACTION FUNDSACRAMENTO, CA | TO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA. | $230,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Catherine Baker | CO-CHAIR | 1.00 | $0 |
| Gustavo Herrera | CO-CHAIR | 1.00 | $0 |
| Jeffrey Wallace | BOARD MEMBER - VICE CHAIR | 1.00 | $0 |
| Jordan Cunningham | BOARD MEMBER - VICE CHAIR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CALIFORNIA FORWARD ACTION FUNDSACRAMENTO, CA |
| PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY. |
| $213,000 |
| 2023 |
| CALIFORNIA FORWARD ACTION FUNDSACRAMENTO, CA | TO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA. | $172,000 | 2021 |
| HELENA GROUP FOUNDATIONLOS ANGELES, CA | TO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL. | $100,000 | 2022 |
| HELENA GROUP FOUNDATIONLOS ANGELES, CA | TO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL. | $100,000 | 2021 |
| CALIFORNIA FORWARD ACTION FUNDSACRAMENTO, CA | TO CONDUCT PUBLIC EDUCATION AND LOBBYING ACTIVITIES RELATED TO PROMOTING STRUCTURAL GOVERNANCE REFORM IN CALIFORNIA. | $39,100 | 2020 |
| SIERRA BUSINESS COUNCILTRUCKEE, CA | TO SUPPORT THE "GETTING TO NET ZERO" DELIBERATIVE POLL. | $25,000 | 2021 |
| CALIFORNIA FORWARD ACTION FUNDSACRAMENTO, CA | PROGRAM AND MANAGEMENT OPERATIONS - NON PARTISAN ADVOCACY. | $12,000 | 2024 |
| 1.00 |
| $0 |
| Caroline Whistler | BOARD MEMBER - TREASURER | 1.00 | $0 |
| Patrick Jones | BOARD MEMBER | 1.00 | $0 |
| John Chiang | BOARD MEMBER | 1.00 | $0 |
| Lenny Mendonca | BOARD MEMBER | 1.00 | $0 |
| Ashley Swearengin | BOARD MEMBER | 1.00 | $0 |
| Chet Hewitt | BOARD MEMBER | 1.00 | $0 |
| Ej Milken | BOARD MEMBER | 1.00 | $0 |
| Connie Perez-Andreesen | BOARD MEMBER | 1.00 | $0 |
| Bob Gutierrez | BOARD MEMBER | 1.00 | $0 |
| Mona Pasqiull Rodgers | BOARD MEMBER | 1.00 | $0 |
| Alysia Bell | CSN BOARD MEMBER - NON VOTING | 1.00 | $0 |
| Michelle Decker | CSN BOARD MEMBER - NON-VOTING | 1.00 | $0 |
| Kate Gordon As Of 52024 | PRESIDENT & CEO - NON-VOTING | 40.00 | $147,569 |
| Ismael Herrera Thru 51924 | EXECUTIVE DIRECTOR - NON-VOTING | 40.00 | $184,026 |
| Sarah Walsh | DIRECTOR - COMMUNICATIONS | 40.00 | $115,008 |
| Selina Williams | CONTROLLER - FINANCE | 40.00 | $132,364 |
| Annalisa Wurm | DIRECTOR- REGIONS | 40.00 | $115,008 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202500939349301640
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202421359349310662
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202341359349311804
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202231299349303133
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202101059349301035
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201921019349300992
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201821289349302627
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201731289349301423
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.