EIN 27-3018135

Confluence Philanthropy

IRS 501(c) type
501(c)(3)
Num. employees
8
Year formed
2010
Most recent tax filings
2020-06-01
NTEE code, primary
Description
The organization's mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related in...
Total revenues
$1,916,836
2020
Total expenses
$1,548,572
2020
Total assets
$1,280,512
2020
Num. employees
8
2020

Program areas at Confluence Philanthropy

To increase mission related investing among charitable foundations and non-profit organizations.

Who funds Confluence Philanthropy

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$201,000
The Energy FoundationTo Support Education and Outreach To Build A Clean Energy Future$50,000
Sierra Club FoundationFor General Support of Confluence Philanthropy's Mission To Advance Mission Aligned Investing$30,000
...and 10 more grants received

Personnel at Confluence Philanthropy

NameTitleCompensation
Kathleen SimpsonChief Executive Officer$0
Fatima AmgelesVice President of Programs$0
David EstradaManaging Director$127,344
Ivan FrishbergFirst Vice President$0
Greg RatliffVice President$0
...and 7 more key personnel

Financials for Confluence Philanthropy

RevenuesFYE 06/2020
Total grants, contributions, etc.$409,600
Program services$1,462,595
Investment income and dividends$1,568
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$39,062
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$4,011
Total revenues$1,916,836

Form 990s for Confluence Philanthropy

Fiscal year endingDate received by IRSFormPDF link
2020-062021-05-26990View PDF
2019-062020-02-06990View PDF
2018-062019-08-09990View PDF
2018-062019-07-23990View PDF
2017-062018-04-10990View PDF
...and 7 more Form 990s
Data update history
August 3, 2022
Received grants
Identified 3 new grant, including a grant for $25,000 from The Grove Foundation
February 25, 2022
Updated personnel
Identified 6 new personnel
September 28, 2021
Received grants
Identified 8 new grant, including a grant for $50,000 from The Energy Foundation
September 12, 2021
Posted financials
Added Form 990 for fiscal year 2020
September 11, 2021
Updated personnel
Identified 12 new personnel
Nonprofit Types
Civic / social organizationsBusiness and community development organizationsCharities
Issues
Community improvement
Characteristics
MembershipsTax deductible donations
General information
Address
1 Penn Plaza Box 6169
New York, NY 10001
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
confluencephilanthropy.org/ 
IRS details
EIN
27-3018135
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
S50: Nonprofit Management
NAICS code, primary
813410: Civic and Social Organizations
Parent/child status
Independent
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