IRS e-file Signature Authoriaation am. 8879- E0 for an Exempt Organization For calendar year 2018, orfiscal year beginning 2013, and ending 20 20 18 Dwammtonhe Treasury Do not send to the IRS. Keep for your records. Internal RevenueService Go to for the latest informati on. Name of exempt organization ti HOPEWELL FUND Privacy Redaction Name and title of officer LEE BOARD CHAIR 1 Part I 1 Type of Return and Retum Information (Whole borers Only) Check the box for the return for which you are using this Form 887950 and enter the appicable amount, if any, from the return. Ifyou check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being tied with this form was blank. then teave line 1b, 2b, 3b, 4b, or so, whichever is applicable, blank (do not enter-0). But, if you entered on the return. then enterr -0- onthe appticable line below. Do not complete more man oneline in Part I. ?la Form 990checkhere Totairevenue, ifany(Form 990, PartVlIl, column 66,892,414- a: Form 990E2chech here >l:l rotalrevenue. ifanyIForm 990-52. rhea) 3a Form check here CI in Total tax (Form line 22) 43 Form check here Tax based on investment income (Form QQOPF, Part VI, line 5) 5a Form 8868 check here Balance Due (Form 8868. tine 3c) 1 Part It 1 Declaration and Signature Authorization of Of?cer Under pena Ities of pertury, I declare that I am an of?cer ofthe above organization and that have examined a copy 0! the organization's 2018 electronic return and accompanying schedules and statements and to the best ofmy knowledge and belief, they aretrue. correct, and complete. I furtherdeclare thatthe amount in Part: above is the amount shown on the copy ofthe organization's electronic return. I consent toalow my 'nterme date service provider, transmitter, or electronic return originator (ERG) to send the organ nation's return to the and to receive from the IRS an acknowledgement of receipt or reason for rejection of the transmission, the reason for any delay in processing the return or refund, and the date of any refund. If apptcable, I author'ze the US. Treasury and its designated F?nanciai Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution accw nt indicated in the tax preparation software for payment ofthe organization's federal taxes owed on this return, and the ?nancial 'nstitutionto debit the entry to this account. To revokea payment, I must contactthe US. Treasury Financial Agent at 1688-3534537 no later than 2 business days prior tothe payment (settlement) date. I also authorize the ?nancial 'nstitutions involved in the processing ofthe electronic payment oftaxes to receive con?dential information necessary to answer inquiries and resolve issues related to the payment. I have selectecfa personal identi?cation number (PIN) as my signature for the organization's electronic return and, if applicable, the organization?s consent to electronic funds withdrawal. Officer's PIN: check one box only lauthorize RSM US LLP ?rm name Privacy Redaction as my signature on the organization's tax year 2038 electronicalyfiled return. have indicated is behg ?led with a state agency?es) regulating charities as part of the IRS Fed/State program. I also authorize the aforementioned ERO to enter my on the relurn's disclosure consent screen. As an officer of the organization, lwii enter my PIN as my signature on the organization's tax year2018 electronically ?led return. If I have 'ndicated within this retum thata copy of the return is beingfiled with a state agency?es) regulating charities as part of the IRS Fed/State program, I ll ent PIN on the return's disclosure consent screen. Officer?s signature $129 Date NOV 4, 2019 Partii?g'l Certification and Authentication ERO's Enter your six-cigitelectronic ?l'ng identi?cation Privacy Redaction number (EFIN) followed by yourtivedigit self-selected PIN. I 545 545537 1 Do not enter I certify thatthe above numeric entry is my PIN, which is my signature on the 2018 electronically tied return for the organization indicated above. I con?rm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernlzed eFiIe for Authorized IRS 9.15/9 Providers for Bushess Returns. ERO's signature Date ERO Must Retain This Form See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So LHA For Paperwork Reduction Act Notice, see instructions. Form 887 9- E0 (2018) 823051 1026-18 PUBLIC DISCLOSURE COPY - - OMB . 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(0), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2018 Departmem ofthe Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Go to for instructions and the latest information. A For the 2018 calendar year, or tax year beginning and ending Check if Name of organization applicable: HOPEWELL FUND Privacy Redaction Name . . change Domg business rr?'n'fin Number and street (or P.0. box if mall is not delivered to street address) Room/sune Telephone number rF?I?S?r'n/ 1201 CONNECTICUT AVENUE, NW, No. 300 (202) 66443763 1 - . . . ?23m City or town, state or provmce, country, and ZIP or foreign postal code Gross receipts WASHINGTON . DC 200 35 H(a) Is this a group return Applica- tion pending Name and address of principal officer: LEE BODNER SAME AS ABOVE i Tax-exempt status: 501(c)(3) 501(c)( Website: )4 (insertno.) 4947(a)(1) or 527 for subordinates? : Yes No H(b) Are all subordinates included? NO If attach a list. (see instructions) H(c) Group exemption number Form of organization: Corporation Association OtherD I Year of formation: 2015 I State of legal domicile:DC Part I Summary 0 1 Briefly describe the organization's mission or most significant activities: SEE SCHEDULE 0 3 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI. line 1a) 3 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 3 5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) 5 92 5E 6 TOtal number 0f VOIUnteerS (GStimate if necessaW) 6 28 "3 7 a Total unrelated business revenue from Part column (C). line 12 7a 0- Net unrelated business taxable income from Form 990-T, line 38 7b 7 . 529 - Prior Year Current Year a, 8 Contributions and grants (Part lineih) 130.459.297- 54.515.534- 9 Program service revenue (Part line 29) 95 . 000- 254 . 795- to investment income (Pan vrii. column (A), lines 3. 4, and 7d) 26 . 349- 1. 848.109 - a: 11 Other revenue (Part column (A), lines 5, 6d, 8c, 90, 10c, and 11e) 24,547- 173,375- 12 Total revenue-add line58through 11 (must equal Part column (A), line 12) 130.515.293- 55.392.414- 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 21.552.711- 50. 039.353- 14 Benefits paid to or for members (Part IX. column (A). line 4) 0- 0- 3 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line HeTotal fundraising expenses (Part IX, column (D), line 25) 1 00 330 - 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) 5.759.509- 12.151.057- 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 23.343. 397- 73.113.237- 19 Revenueless expenses. Subtract line 18from line 12 101.772.395- 41.220.323- ESE Beginning of Current Year End of Year EL: 20 Total assetSIPartX. lineio) 119.425.489- 130.298.757- 4:57: 21 Total liabilities (Part X, line26) 3:199:028- 24,876,227, ?5 22 Net assets or fund balances. Subtract line 21 from line 20 115.225.451- 105.422.530- T?irt 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. Signature of officer Date Sign Here LEE BODNER BOARD CHAIR Type or print name and title Print/Type preparer's name Preparer's signature D3 Paid YONG ZHANG CPA Preparer Firm's name . RSM US LLP Use Only Firm's address, 1861 INTERNATIONAL DRIVE, SUITE 400 MCLEAN, VA 22102 Privacy Redaction Phone no. loo-Jso?beuu May the IRS discuss this return with the preparer shown above? (see instructions) 332001 12?31?13 LHA For Paperwork Reduction Act Notice, see the separate instructions. Yes No Form 990 (2018) Form 990 (2018) HOPEWELL FUND Part Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part Privacy Redaction Page 2 1 Briefly describe the organization?s mission: SEE SCHEDULE 0 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or : Yes El No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? : Yes El No If "Yes," describe these changes on Schedule 0. 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$ 59,723.209- includinggrantsof$ 51.227.478- (Revenue$ 23:73]? CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: PORTFOLIO OF CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY FOCUS AREAS INCLUDE ADDRESSING INCOME INEQUALITY, IMPROVING CIVIC ENGAGEMENT AMONG TRADITIONALLY UNDERREPRESENTED GROUPS, AND ADVANCING STATE LEVEL ECONOMIC AND DEMOCRACY REFORMS. 4b (Code: )(Expenses$ 12,010,520- includinggrantsof$ 8,812,390- (Revenue$ 206,066- HEALTH: HOPEWELL PORTFOLIO OF HEALTH FOCUS AREAS INCLUDE HEALTH, HEALTHCARE ACCESS, AND REDUCING HEALTH DISPARITIES AND AVOIDABLE INFANT MORTALITY. 40 (Code: (Expenses 8 31 . 545 - including grants of (Revenue INTERNATIONAL DEVELOPMENT AND FOREIGN AFFAIRS: HOPEWELL INTERNATIONAL DEVELOPMENT FOREIGN AFFAIRS PORTFOLIO INCLUDES PROJECTS FOCUSED ON PREVENTING AND REDUCING TARGETED GROUP VIOLENCE, AND RESEARCHING AND PROVIDING PUBLIC EDUCATION ON UNITED STATES FOREIGN POLICY AND ITS IMPACTS. 4d Other program services (Describe in Schedule 0.) (Expenses including grants of (Revenue 25 0 0 0 - 4e Total program service expenses Form 990 (2018) 832002 12?31?18 Privacy Redaction Form 990 2018) HOPEWELL FUND 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)? it "Yes, complete Schedule A 1 2 IS the organization required to complete Schedule 8, Schedule of Contributors? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? it "Yes, complete Schedule c, Partl 3 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 0, Part ll 4 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 Revenue Procedure 98-19? lf "Yes, complete Schedule C, Part 5 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, Partl 6 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 ll 7 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? if "Yes, complete Schedule D, Part 8 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 or provide credit counseling, debt management, credit repair, or debt negotiation services? it "Yes, complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? lf "Yes, complete Schedule D, Part 10 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes, complete Schedule D, Pelt VI 11a 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? lf "Yes, complete Schedule D, Part Vii 11b 0 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 116 (I 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? it "Yes, complete Schedule D, Part IX 11d Did the organization report an amount for other liabilities in Part X, line 25? lf "Yes, complete Schedule D, Part 11e 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 (A80 740)? lf "Yes, complete Schedule D, Part 11f 12a Did the organization obtain separate, independent audited financial statements for the tax year? lf "Yes, complete Schedule 0, Parts Xi and 12a Was the organization included in consolidated, independent audited financial statements for the tax year? it "Yes, and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and is optional 12b 13 Is the organization a school described in section lf "Yes, complete Schedule 13 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a 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 and iv 14b 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, Pants ll and iv 15 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 ill and iv 16 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 1 1e? lf "Yes, complete Schedule G, Part! 17 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines 10 and 86? it "Yes, complete Schedule G, Part ll 18 19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? lf "Yes, complete Schedule G, Part 19 208 Did the organization operate one or more hospital facilities? if "Yes, complete Schedule 203 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? it "Yes. complete Schedule l. Parts i and it 21 832003 12?31?18 Form 990 (2018) Privacy Redaction Form 990 2018) HOPEWELL FUND 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 column (A), line 2? If "Yes, complete Schedule l, Parts I and 22 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? lf ?Yes, complete Schedule 23 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 ll'nes 24b through 24d and complete Schedule K. If "No, go to line 25a 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b 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 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! 25a 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 lf "Yes, complete Schedule L, Partl 25b 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? lf "Yes, complete Schedule L, Part II 26 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member 01? any 01? these If "Yes, complete Schedule L, Part 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV 28a A family member of a current or former officer, director, trustee, or key employee? lf "Yes, complete Schedule L, Part IV 28b An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV 280 29 Did the organization receive more than $25,000 in non-cash contributions? lf "Yes, complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes, complete Schedule 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes, complete Schedule N, Partl 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? lf "Yes, complete Schedule N, Part ll 32 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, Partl 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes, complete Schedule H, Part II, or IV, and Part v, line 1 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a 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 Fl, 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 Fl, Part V, line 2 36 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? lf "Yes, complete Schedule H, Part Vl 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule 0 38 Part Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a 125 Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 1c 832004 12?31?18 Form 990 (2018) Privacy Redaction Form 990 (2018) HOPEWELL FUND Page 5 Part Statements Regarding Other IRS Filings and Tax Compl ance (continued) Yes No 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 92 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-?le (see instructions) 3a Did the organization have unrelated business gross income of $1 ,000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule 0 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 If "Yes," enter the name of the foreign country: See instructions for filing requirements for 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 Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b if "Yee" to line 5a or So. did the organization file Form 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? 58 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(0). 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 If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b 0 Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7c 0' If "Yes," indicate the number 0t Forms 8282 filed during the year I 7d I Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 79 If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 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 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 line 12 10a Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: a GFOSS income from members or shareholders 113 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 If "Yes," enter the amount of tax-exempt interest received or accrued during the year I 12b I 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? 13a Note. See the instructions for additional information the organization must report on Schedule 0. 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 0 Enter the amount 0t reserves on hand 130 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a If "Yes," has it filed a Form 720 to report these payments? If "No, provide an explanation in Schedule 0 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 paymentb) during the year? 15 If "Yes," see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? 16 If "Yes," complete Form 4720, Schedule 0. Form 990 (2018) 832005 12?31?18 Form 990 j2018) HOPEWELL FUND Privacy Redaction Page 6 Part VI Governance: Management, and For each "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governing Body and Management 1a 01 7a 9 Section 3- (This Section reouests information about policies not reouired bv the internal Revenue Code.) Yes No Enter the number of voting members of the governing body at the end of the tax year 1a 3 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 0. Enter the number of voting members included in line 1a, above, who are independent 1b 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 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? Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization?s assets? Did the organization have members or stockholders? Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members 0f the governing body? 78 Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 7b Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: The governing body? 8a Each committee with authority to act on behalf of the governing body? 8b 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 a?resses in Schedule Did the organization have local chapters, branches, or affiliates? 103 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 Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. Did the organization have a written Of interest pOliCy? if "No, go to line 13 12a Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b Did the organization regularly and consistently monitor and enforce compliance with the policy? if "Yes, describe in Schedule 0 how this was done 126 Did the organization have a written whistleblower policy? 13 Did the organization have a written document retention and destruction policy? 14 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? The organization?s CEO, Executive Director, or top management official 15a Other officers or key employees 0f the organization 15b If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? 153 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 18 19 20 List the states with which a copy of this Form 990 is required to be filed DCA, DC Section 6104 requires an organization to make its Forms 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. Own website Another?s website Upon request Other (explain in Schedule 0) Describe in Schedule 0 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. State the name, address, and telephone number of the person who possesses the organization's books and records ARABELLA ADVISORS 202?595?1020 1201 CONNECTICUT AVENUE, NW, NO. 300, WASHINGTON, DC 20036 832006 12?31?18 Form 990 (2018) Form 990 2018) HOPEWELL FUND Prlvacy Redactlon Part VII Compensation of Officers, Directors, Trustees, Key Emp oyees, H?hest Compensated Employees, and Independent Contractors Check if Schedule 0 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. 0 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. 0 List all of the organization?s current key employees, if any. See instructions for definition of "key employee." 0 List the organization?s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report- able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization?s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 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. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) (B) (D) (E) (F) Name and Title Average (do not Origksg'??man one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related other (list any the organizations compensation hours for organization from the related a, organization organizations and related below 3 =3 5 ?g organizations line) (1) LEE BODNER 1.00 BOARD CHAIR AND PRESIDENT 0. 0 0 (2) MICHAEL SLABY 1 . 00 SECRETARY 0. 0. 0. (3) SAMPRITI GANGULI 1.0 TREASURER 0 . 0 . 0 . (4) WILBUR PRIESTER 2.00 CHIEF FINANCIAL OFFICER 0. 0. 0. (5) ANDREW SCHULZ 1 . 0 0 GENERAL COUNSEL 4,230. 0. 0. (6) MEAGAN CAVANAUGH 40.00 PROJECT DIRECTOR 195,155, 0, 39,023, (7) BONNIE SCOTT JONES 32.00 PROJECT DIRECTOR 158,250. 0. 31,092, (8) COURTNEY CUFF 40.00 PROJECT DIRECTOR 294,500. 0. 55,366. (9) CHRISTOPHER FITZSIMON 40.00 PROJECT DIRECTOR 157,400, 0, 34,918, (10) MARY ALICE CARTER 40.00 PROJECT DIRECTOR 174,910. 0. 15,139, 83200? 12?31?18 Form 990 (2018) Privacy Redaction Form 990 (2018) HOPEWELL FUND Page 8 Part I Section A. Officers, Directors, Trust ees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (9) (D) (E) (F) Name and title Average Posrtion Reportable Reportable Estimated (do not check more than one hours per box, unless person is both an compensation compensation amount of week officer and a director/trustee) from from related other (?5t any the organizations compensation hours for organization from the related organization organizations 3 and related below 3% 5 3 organizations line) A 5 es 1b Sub-total 984:445- 0- 175:538- Total from continuation sheets to Part VII, Section Total (add lines 1b and 1c) 984.445- 0- 175.538- 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 1 3 Yes No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line ia? lf Yes, complete Schedule for such individual 3 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 for such individual 4 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 for such person 5 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) (B) (C) Name and business address Description of services Compensation ARABELLA ADVISORS, 1201 CONNECTICUT AVE NW NO. 300, WASHINGTON, DC 20036 MANAGEMENT AND CONSULTING 3,763,563. BENENSON STRATEGY CORP, 501 SANTA MONICA BLVD STE 600, SANTA MONICA, CA 90401 CONSULTING 1,191,746. BELLWETHER EDUCATION PARTNERS INC, 517 BOSTON POST RD UNIT 1'71 SUDBURY MA 01776 CONSULTING 463 000 LLC 1150 18TH ST STE 800, WASHINGTON, DC 20036 CONSULTING 427,546. PRECISION STRATEGIES LLC 901 NEW YORK AVE NW STE 530, WASHINGTON, DC 20001 CONSULTING 320 788. 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 20 Form 990 (2018) 832008 12?31?18 Form 990 2018) HOPEWELL FUND Part Statement of Revenue Privacy Redaction Check if Schedule 0 contains a response or note to any line in this Part (A) Total revenue (B) Related or exempt function revenue (0) Unrelated business revenue (D) Revenue excluded from tax under sections 512 - 514 Federated campaigns 1a Membership dues 1b Fundraising events 1c Related organizations 1d Government grants (contributions) 1e All other contributions, gifts, grants, and similar amounts not included above 1f 54,615,534. Total. Add lines 1a-1f ontributions, _Gi1'ts, Grants (Q 3' 22,842,838. 54,515,534. Business Code CONSULTING REVENUE 900099 254,796. 254,796. Program Service All other program service revenue Total. Add lines 2a-21 254,796. other Similar amounts) 5 Royalties 3 Investment income (including dividends, interest, and 4 Income from investment of tax-exempt bond proceeds 1,348,857. 1,348,857. Real (ii) Personal 6 a Gross rents Less: rental expenses Rental income or (loss) Net rental income or (loss) 7 a Gross amount from sales of Securities (ii) Other assets other than inventory 4 . 540 . 000 - Less: cost or other basis and sales expenses 4 . 040 . 748 - GamI:l >I:l >I:l Schedule A (Form 990 or 990-EZ) 2018 832022 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 HOPEWELL FUND I Part Support Schedule for Organizations Described in Sectio 1 oumanz; (Complete only if you checked the box on line 10 of Part 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 Privacy Redaction Page 3 Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants") 2 Gross receipts from admissions, merchandise sold or services per- formed, 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 bus- iness under section 513 4 Tax revenues levied for the organ- ization'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 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 Add lines 7a and 7b 8 Public support. (Subtractline 70 from line B.) 2014 2015 2016 2017 2018 Total Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 cAdd lines 10a and 10b 11 Net income from unrelated business activities not included in 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 five 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, 2014 2015 2016 2017 2018 Total check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2018 (line 8, column divided by line 13, column 15 16 Public support percentage from 2017 Schedule A, Part line 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2018 (line 100, column divided by line 13, column 17 18 Investment income percentage from 2017 Schedule A, Part line 17 18 19a 33 173% support tests - 2018. If the organization did not check the box on line 14, and line 15 is more than 33 and line 17 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3% support tests - 2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 and line 18 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2018 832023 10?11?18 Privacy Redaction Schedule A (Form 990 or 990-EZ) 2018 HOPEWELL FUND Page 4 I Part IV I Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 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 if "Yes, answer and (0) below. 3a 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 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. 30 4a Was any supported organization not organized in the United States ("foreign supported organization?)? If "Yes, and if you checked 12a or 12b in Part l, answer and below. 4a 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 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 it "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. 40 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, answer and below (if applicable). Also, provide detail in Part VI, including the names and EN numbers of the supported organizations added, substituted, or removed; the reasons for each such action; ?ll) the authority under the organization's organizing document authorizing such action; and how the action was accomplished (such as by amendment to the organizing document). 5a 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 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 its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or 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 (as defined in section a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? if "Yes, complete Part of Schedule (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? if "Yes, complete Partl of Schedule (Form 990 or 990-EZ). 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 If "Yes, provide detail in Part VI. 9a Did one or more disqualified persons (as defined in 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 Did a disqualified person (as defined in 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. 90 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 non-functionally integrated supporting organizations)? if "Yes, answer 10b below. 10a Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to @termine whether the erganizatien hag exee? heleinas.) 10b 832024 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 Pr' 3 a t' ScheduleA(Form 990 or 990-EZ) 2018 HOPEWELL FUND 1V Cy ed ?0 Part IV Supporting Organizations (continued) Page 5 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 in and (0) below, the governing body of a supported organization? 11a A family member of a person described in above? 11b A 35% controlled entity of a person described in or above? if "Yes" to a. b. or 0. provide detail in Part VI. 11c Section B. Type Supporting Organizations Yes No 1 Did the 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? lf "Yes, explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, rvi lied 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)? it "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 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, 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 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 appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? it "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 (2), 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 355915 at all times during the tax year? if "Yes, describe in Part VI the role the organization's supported organizations pla ved in this regard. 3 Section E. Type 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 The organization satisfied the Activities Test. Complete line 2 below, The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions 2 Activities Test. Answer and 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? it "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. 28 Did the activities described in 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 and 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? Provide details in Part VI. 3a 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 plamd ey the organization in thie regard. 3b 832025 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 HOPEWELL FUND PartV Privacy Redaction Page 6 1 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations l: 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 non-functionally integrated supporting organizations must complete Sections A through E. Section A - Adjusted Net Income (A) Prior Year (B) Current Year (optional) Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 Depreciation and depletion (fl-boom; 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) 7 Other expenses (see instructions) 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) Section - 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): Average value of securities 1a Average cash balances 1b Fair market value of other non-exempt?use assets 1c Total (add lines 1a, 1b, and 1c) 1d 09.059! Discount claimed for blockage or other factors (explain in detail in Part VI): Acquisition indebtedness applicable to non-exempt-use assets no Subtract line 2 from line 1d no 4; Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by .035 Recoveries of prior-year distributions 03-40701 Minimum Asset Amount (add line 7 to line 6) 03-40701}: Section - Distributable Amount Current Year Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1 Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater of line 2 or line 3 Income tax imposed in prior year (fl-boom; Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 .4 Check here if the current year is the organization's first as a non-functionally integrated Type supporting organization (see instructions). 832026 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 HOPEWELL FUND Privacy Redaction Page 7 I Part I Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions 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 Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in Part VI). See instructions. Total annual distributions. Add lines 1 through 6. acumen-boo 10 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. Distributable amount for 2018 from Section 0, line 6 Line 8 amount divided by line 9 amount Current Year Section - Distribution Allocations (see instructions) (0 Excess Distributions (ii) Underdistributions Pre-2018 Distributable Amount for 2018 Distributable amount for 2018 from Section C, line 6 Underdistributions, if any, for years prior to 2018 (reason- able cause required- explain in Part VI). See instructions. on Excess distributions carryover, if any, to 2018 From 2013 From 2014 From 2015 From 2016 From 2017 Total of lines 3a through Applied to underdistributions of prior years Applied to 2018 distributable amount Carryover from 2013 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and Si from 3f. .p Distributions for 2018 from Section D, line 7: Applied to underdistributions of prior years Applied to 2018 distributable amount Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2019. Add lines 3] and 4c. 8 Breakdown of line 7: a Excess from 2014 Excess from 2015 Excess from 2016 Excess from 2017 Excess from 2018 832027 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 Privacy Redaction Schedule A (Form 990 or 990-EZ) 2018 HOPEWELL FUND I Part I supplemental IHfOI'mation- Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part line 12; Part IV, Section A, lines 1,9a, 9b, 90, 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 10, 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.) Page 8 SCHEDULE A, PART II, LINE 10' EXPLANATION FOR OTHER INCOME: OTHER INCOME 2016 AMOUNT: 1,052. 2017 AMOUNT: 24,547. 2018 AMOUNT: 173,875, SCHEDULE A, PART II, LINE 1: THE ORGANIZATION RECEIVED AN UNUSUAL GRANT, UNDER REGULATION SECTION IN THE AMOUNT OF $100,000,000 DURING THE TAX YEAR, AND IS THEREFORE EXCLUDED FROM SCHEDULE A, PART II, LINE 1. 832028 10?11?18 Schedule A (Form 990 or 990-EZ) 2018 PUBLIC DISCLOSURE COPY Schedule Schedule of Contributors 0MB No.15450047 (?$3933 990'52? Attach to Form 990, Form 990-EZ, or Form 990-PF. 3r Go to for the latest information. 20 18 epartment of the Treasury Internal Revenue Service Name oftheorganization IT HOPEWELL FUND Privacy Redaction Organization type (check one): Filers of: Section: Form 990 or 990-EZ El 501 3 (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation 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 El For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor?s total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on Form 990, Part line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering in column instead of the contributor name and address), II, and For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don?t complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year Caution: An organization that isn?t covered by the General Rule and/or the Special Rules doesn?t file Schedule (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 of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn?t meet the filing requirements of Schedule (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule (Form 990, 990-EZ, or 990-PF) (2018) 823451 11?08?18 Schedule (Form 990, 990-EZ, or 990-PF) (2018) Privacy Redaction Page 2 Name of organization HOPEWELL FUND IE I H. I. I Privacy Redaction Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 28,871,500. Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution 2,250,960. Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) No. Name, address, and ZIP 4 (C) Total contributions Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) B23452 11?08?18 Schedule (Form 990, 990-EZ, or 990-PF) (2018) Schedule (Form 990, 990-EZ, or 990-PF) (2018) Privacy Redaction Page 3 Name of organization HOPEWELL FUND IE I H. I. I Privacy Redaction Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. No. from . t' FMV (or estimate) Ion noncas property given (See instructions.) a receive Part I No. from . t' FMV (or estimate) Ion noncas property given (See instructions.) a receive Part I No. from . t' FMV (or estimate) Ion noncas property given (See instructions.) a receive Part I No. from . t' FMV (or estimate) Ion noncas property given (See instructions.) a receive Part I from . t' FMV (or estimate) Ion noncas property given (See instructions.) a receive Part I No. from . t' FMV (or estimate) part Ion noncas property given (See instructions.) a receive B23453 11?08?18 Schedule (Form 990, 990-EZ, or 990-PF) (2018) Schedule (Form 990, 990-EZ, or 990-PF) (2018) Privacy Redaction Page 4 Name of organization HOPEWELL FUND IE I H. I. I Privacy Redaction part Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), from any one contributor. Complete columns through and the following line entry. For organizations completing Part enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enterlhis inf0.0nce.) Use duplicate copies of Part if additional space is needed. No. gm? Purpose of gift Use of gift Description of how gift is held ar Transfer of gift Transferee?s name, address, and ZIP 4 Relationship of transferor to transferee No. Purpose of gift Use of gift (cl) Description of how gift is held ar Transfer of gift Transferee?s name, address, and ZIP 4 Relationshj) of transferor to transferee No. 3ng Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee?s name, address, and ZIP 4 Relationshjo of transferor to transferee No. gm? Purpose of gift Use of gift Description of how gift is held ar Transfer of gift Transferee?s name, address, and ZIP 4 Relationship of transferor to transferee B23454 11?08?18 Schedule (Form 990, 990-EZ, or 990-PF) (2018) Privacy Redaction SCHEDULE 0 Campa (Form 990 or 990-EZ) For Organizations Exempt From Income Tax Under section 501(c) and section 527 Department ofthe Treasury Complete If the organization Is below. Attach to Form 990 or Form 990-EZ. Open to Public Internal Revenue Service Go to for instructions and the latest information. If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. 0 Section 501(0) (other than section 501(c)(3)) organizations: Complete Parts I-A and below. Do not complete Part I-B. 0 Section 527 organizations: Complete Part I-A only. If the organization answered on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part Do not complete Part 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part Do not complete Part If the organization answered 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 0 Section 501(c)(4), (5), or (6) organizations: Complete Part Name of organization HOPEWELL FUND Part l-A Complete if the organization is exempt under section 501(0) or is a sect Privacy Redaction 1 Provide a description of the organization's direct and indirect political campaign activities in Part IV. 2 Political campaign activity expenditures 3 Volunteer hours for political campaign activities Part I-B I 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 2 Enter the amount of any excise tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? Yes No 4a Was a correction made? i:i Yes i:i N0 If "Yes," describe in Part IV. Part l-C Complete if the organization is exempt under section 501(0), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 2 Enter the amount of the filing organization?s funds contributed to other organizations for section 527 exempt function activities 3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b 4 Did the filing organization file Form 1120-POL for this year? Yes No 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 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. Name Address EIN Amount paid from Amount of political filing organization?s contributions received and funds. If none, enter -0-. and directly delivered to a separate political organization. If none, enter -0-. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2018 LHA 832041 11?08?18 Schedule (Form 990 or 990-EZ) 2018 HOPEWELL FUND I Part II-A Complete if the organization is exempt under section 5 section 501(h)). an Privacy Redaction Page 2 I ed Form 5768 (election under A Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member?s name, address, EIN, expenses, and share of excess lobbying expenditures). Check if the filing organization checked box A and "limited control" provisions apply. Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.) Filing organization?s totals Affiliated group totals 1a Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines is and 1d) Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% 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. Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. lf zero or less, enter -0- i Subtract line 1ffrom line to. If zero or less, enter -0- 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.) Yes No Lobbying Expenditures During 4-Year Averaging Period Calendar year 2015 (or fiscal year beginning in) 2016 2017 (cl) 2018 Total 2a Lobbying nontaxable amount Lobbying ceiling amount (150% of line 2a, column(e)) Total lobbying expenditures Grassroots nontaxable amount Grassroots ceiling amount (150% of line 2d, column Grassroots lobbying expenditures 832042 11?08?18 Schedule 0 (Form 990 or 990-EZ) 2018 Privacy Redaction Schedule (Form 990 or 990-EZ) 2018 HOPEWELL FUND Page 3 I Part Complete if the organization is exempt under section 001(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 Va detailed description of the lobbying activity. Yes No 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? Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Media advertisements? 1 02.111 - Mailings to members. legislators. or the public? 737- Publications, or published or broadcast statements? 5 . 940- Grants to other organizations for lobbying purposes? 2 . 385 . 509- 9 Direct contact with legislators, their staffs, government officials, or a legislative body? 15 927 - Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? 28 355 - i Other activities? 23 . 747- i Total-Addlinesicthrough1i 2.555.825- 2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If "Yes," enter the amount of any tax incurred under section 4912 If "Yes," enter the amount of any tax incurred by organization managers under section 4912 If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501 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 campaign activity expenditures from the prior year? 3 Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part Ill-A, lines 1 and 2, are answered OR Part Ill-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 Carryover from last year 2b Total 20 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 20 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 ll-A (affiliated group list); Part ll-A, lines 1 and 2 (see instructions); and Part line 1 . Also, complete this part for any additional information. PART LINE 1, LOBBYING ACTIVITIES: HOPEWELL HAS CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO LEGISLATION RELATED TO ENVIRONMENTAL, EDUCATION, HEALTH, FOREIGN AID, TAX REFORM, AND OTHER ISSUES. Schedule 0 (Form 990 or 990-EZ) 2018 832043 11?08?18 - - OMB . 1545-0047 SCHEDULE Supplemental Fmancral Statements (Form 990) Complete if the organization answered "Yes" on Form 990, 20 18 Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. 0 bl' Department of the Treasury Attach to Form 990. pen t9 'c Internal Revenue Service ?60 to for instructions and the latest information. Name of the organization HOPEWELL FUND Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds RBdactiOH organization answered "Yes" on Form 990, Part IV, line 6. Donor advised funds Funds and other accounts 1 Total number at end 0f year 1 2 Aggregate value of contributions to (during year) 0 - 3 Aggregate value of grants from (during year) 3 3 7'73 . 774 - 4 Aggregate value at end of year 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? El Yes No 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? El Yes No I Part II I Conservation Easements- Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 9.069! Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a day of the tax year. Total number 0f conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in Number of conservation easements included in acquired after 7/25/06, and not on a historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Held at the End of the Tax Year violations, and enforcement 0f the conservation easements it Yes No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year Does each conservation easement reported on line 2(d) above satisfy the requirements of section and section Yes II No In Part 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 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 SFAS 116 (A80 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 the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (A80 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: Revenue included on Form 990, Part line 1 (ii) Assets included in Form 990. Part 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 SFAS 116 (A80 958) relating to these items: a Revenue included on Form 990. Part line 1 Assets included in Form 990, Part LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2018 832051 10?29?18 Pr' 3 a t' ScheduleD(Form 990) 2018 HOPEWELL FUND Part I Organizations Maintaining Collections of Art, Historical reasures, 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 Public exhibition Loan or exchange programs Scholarly research Other Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part 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? Yes No I Part IV I and CUS?tOdial 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 Yes No If "Yes," explain the arrangement in Part and complete the following table: Amount Beginning balance Additions during the year Distributions during the year Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? If "Yes," explain the arrangement in Part Check here if the explanation has been provided on Part I Part I Erldowment Complete if the organization answered "Yes" on Form 990, Part IV, line 10. Current year Prior year Two years back Three years back Four years back 1a Beginning of year balance Contributions Net investment earnings, gains, and losses Grants 0i scholarships Other expenditures for facilities and programs Administrative expenses 9 End of year balance 2 Provide the estimated percentage of the current year end balance (line 1g, column held as: a Board designated or quasi-endowment Permanent endowment Temporarily restricted endowment 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: unrelated organizations (ii) related organizations If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule 4 Describe in Part the intended uses of the organization?s endowment funds. I 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. 09.05 Description of property Cost or other Cost or other Accumulated Book value basis (investment) basis (other) depreciation 1a Land Buildings Leasehold improvements Equipment 129.927- 17.903- 112.024- Other Total. Add lines 1a through 1e. (Column @2 must qua.? gag, Part x. column (B). line 100.) 112 . 024- Schedule (Form 990) 2018 832052 10?29?18 Privacy Redaction Schedule (Form 990) 2018 HOPEWELL FUND Page 3 Part Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description of security or category (including name of security) Book value (0) 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. (Col. must equal Form 990, Part X, col. (B) line 12.) Part Investments - Program Related. if the answered "Yes" on Form 990 Part IV line 110. See Form 990 Part line 13. Description of investment Book value (0) Method of valuation: Cost or end-of-year market value Col. muste Form 990 Part col. line 13. er if the answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. Description Book value er Liabilities. if the Description of liability answered "Yes" on Form 990 Part IV line He or 11f. See Form 990 Part Book value line 25. Federal income taxes DUE TO RELATED PARTY 855 285. TotaIl 855,285. 2. Liability for uncertain tax positions. In Part 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 (A80 740). Check here if the text of the footnote has been provided in Part E) Schedule (Form 990) 2018 832053 10?29?18 Privacy Redaction Schedule (Form 990) 2018 HOPEWELL FUND Page 4 Part XI Reconciliation of Revenue per Audited Financial Statements WItn 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 55. 991.570 - 2 Amounts included on line 1 but not on Form 990, Part line 12: a Net unrealized gains (lessee) on investments 2a 192.113 - Donated services and use of facilities 2b Recoveries of prior year grants 2c Other (Describe in Part 2d Add lines 2a through 2d 2e 192.113- 3 Subtract line 2e from line1 3 55.799557- 4 Amounts included on Form 990, Part line 12, but not on line 1: a Investment expenses not included on Form 990, Part line 7b 4a 92 . 857 Other (Describe in Part 4b 0 Add lines 4a and 4b 40 92.857- Total revenue. Add lines 3 and 4c. (This must equal Form 990 Part] line 12Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Fleturn. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities 2a Prior year adjustments 2b Other losses 2c Other (Describe in Part 2d ?224 . 779 Add lines 2a through 2d 2e ?224 . 779- 3 Subtract line 2e from line1 3 78.020.380- 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part line 7b 4a 92 . 857 Other (Describe in Part 4b 0 Add lines 4a and 4b 40 92.857- Total expenses. Add lines 3 and 4c. (This must equal Form 990 part; line 13) 5 78 113 237. Part Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part lines 1a and 4; Part IV, 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. PART X, LINE 2: THE FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION OF THE INTERNAL REVENUE CODE (THE 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 ENDING DECEMBER 31, 2018 AND 2017. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL 832054 10?29?18 Schedule (Form 990) 2018 Schedule (Form 990) 2018 HOPEWELL FUND Prlvacy Redacuon Page 5 Part I Supplemental Information (continued; AND STATE AUTHORITIES. THE FUND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS STATUS. THE FUND IS NOT SUBJECT TO INCOME TAX EXAMINATIONS FOR THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2015. PART XII, LINE 2D 7 OTHER ADJUSTMENTS: RETURN OF GRANT FUNDS 52,000. REFUND OF PRIOR GRANTS 7276,779. TOTAL TO SCHEDULE D, PART XII, LINE 2D 7224,779. Schedule (Form 990) 2018 832055 10?29?18 SCHEDULE (Form 990) Department of the Treasury Internal Revenue Service Name of the organization HOPEWELL FUND Part I I General Information on Activities Outside the United States. Complete if the a Statement of Activities Outside the United States Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16. Go to for instructions and the latest information. 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? Attach to Form 990. OMB No. 1545-0047 2018 Open to Public Inspection Privacy Redaction Yes No 2 For grantmakers. Describe in Part the organization?s procedures for monitoring the use of its grants and other assistance outside the United States. 3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) Region Number of Number of Activities conducted in the region If activity listed in Total offices employees, (by type) (such as, fundraising, pro? is a program service, expenditures agentsthe region independent gram serVIces, Investments, grants to describe speCIfIc type investments contractors - - - . . in the region reCIpIents located In the region) of serVIce(s) In the region In the region EUROPE (INCLUDING ICELAND GREENLAND) 0 0 GRANTMAKING 500,000. MIDDLE EAST AND NORTH AFRICA 0 GRANTMAKING 1,105,000, 33 Subtotal 0 0 1.505.000- Total from continuation sheets to Part 0 0 0 - Totals (add lines 3a and 3b) 0 0 1,605,000. LHA 832071 10?31?18 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2018 Schedule (Form 990) 2018 I Part II I 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 HOPEWELL FUND Privacy Redaction Page 2 recipient who received more than $5,000. Part II can be duplicated if additional space is needed. 1 IRS code section Purpose of Amount Manner of (9) Amount Of Description Method Of Name of organization Region noncash of noncash valuation (book, FMV, and EIN (if applicable) grant of cash grant cash disbursement assistance assistance appraisal, other) EUROPE (INCLUDING ICELAND GREENLAND) CIVIL RIGHTS SOCIAL ALBANIA ANDORRA, ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL NORTH AMERICA ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL NORTH AMERICA ACTION, ADVOCACY 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 3 Enter total number of other organizations or entities 832072 10?31?18 Schedule (Form 990) 2018 Privacy Redaction Schedule (Form 990) 2018 HOPEWELL FUND Page 3 Part Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16. Part can be duplicated if additional space is needed. Number of Amount of Manner of Amount of (9) Description of Method of Type Of grant or asSIstance Region recipients cash grant cash disbursement noncash noncash assistance valuation assistance (book, appraisal, other) 832073 10?31?18 Schedule (Form 990) 2018 Schedule (Form 990) 2018 HOPEWELL FUND Prwacy Redacuon Page 4 I Part IV I Foreign Forms 1 Was the organization a US. 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) Yes No 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 US. Owner (see instructions for Forms 3520 and don't file with Form 990) Yes NO 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 US. Persons With Respect To Certain Foreign Corporations (see instructions for Form 5471) Yes No 4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fUhd 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) Yes No 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 US. Persons With Respect to Certain Foreign Partnerships (see instructions for Form 8865) Yes No 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) Yes NO Schedule (Form 990) 2018 832074 10?31?18 Schedule (Form 990) 2018 HOPEWELL FUND Prlvacy Redacuon Part Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part line 3, column (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part (accounting method); and Part column (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions. Page 5 PART I, LINE 2: FOR MOST GRANTS CONTRIBUTED, THE ORGANIZATION REQUIRES THAT ORGANIZATIONS RECEIVING FUNDS SUBMIT A PROPOSAL AND PROVIDE REPORTS. FOR NON PUBLIC CHARITY ORGANIZATIONS, THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED. THE ORGANIZATION CONDUCTS A INQUIRY TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSE REPORTING OBLIGATIONS, REQUIRE FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRING THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS FILED AS REQUIRED. PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT FOREIGN EXPENDITURES. 832075 10?31?18 Schedule (Form 990) 2018 SCHEDULE (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to for instructions and the latest information. HOPEWELL FUND Fundraising ACtiVities- Complete if the organization answered "Yes" on Form 990, Part IV required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. Solicitation of non-government grants Solicitation of government grants Special fundraising events nan: Mail solicitations Internet and email solicitations Phone solicitations ln-person solicitations 2 a 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? 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. Privacy Redaction OMB No. 1545-0047 2018 Open to Public Inspection El Yes Name and address of individual or entity (fundraiser) (ii) Activity Did fun raiser have custody or control of contributions? (iv) Gross receipts from activity Amount paid to (or retained by) fundraiser listed in col. (vi) Amount paid to (or retained by) organization BETH GRUPP ASSOCIATES LLC 7 PROVIDED STRATEGIC Yes NO BOX 60185CAPITOL SUITES, GUIDANCE ON HOW TO 0. 77,500. 777,500. Total 77,500. 777,500. 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. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. SEE PART IV FOR CONTINUATIONS 832081 10?03?18 Schedule (Form 990 or 990-EZ) 2018 Schedule (Form 990 or 990-EZ) 2018 HOPEWELL FUND Privacy Redaction Page 2 I Part II I 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. Revenue Gross receipts Less: Contributions Event #1 Event #2 Other events (event type) (event type) (total number) Total events (add col. through col. Direct Expenses 10 Direct expense summary. Add lines 4 through 9 in column Net Income summary. Subtract line 10 from line 3, column I I Gamlng. 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. Pull tabs/instant Total gaming (add BIngo bingo/progressive bingo Other gamIng col. through col. 9 1 Gross revenue 2 Cash prlzes 3 1% 3 Noncash pnzes LLI 4 Rent/facility costS 5 5 Other dIrect expenses Yes Yes Yes 6 Volunteer labor No No No 7 Direct expense summary. Add ??65 2 through 5 in column 8 Net gaming income summary. Subtract line 7 from line 1, column 10a Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain: 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? If explain: 832082 10-03-18 Schedule (Form 990 or 990-EZ) 2018 Schedule (Form 990 or 990-EZ) 2018 HOPEWELL FUND 11 D095 the organization conduct gaming activities With nonmembers? Privacy Redaction Page 3 12 Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer Charitable gaming? 13 Indicate the percentage of gaming activity conducted in: a The organization?s facility outside facility 14 Enter the name and address of the person who prepares the organization?s gaming/special events books and records: Name Yes Yes 13a No No 13b Address 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? If "Yes," enter the amount of gaming revenue received by the organization of gaming revenue retained by the third party If "Yes," enter name and address of the third party: Name and the amount Address 16 Gaming manager information: Name Gaming manager compensation Description of services provided Director/officer Employee Independent contractor 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? Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year Part IVI supplemental ll'IfOI'mation- Provide the explanations required by Part I, line 2b, columns and and Part lines 9, 9b, 10b, 15b, 150, 16, and 17b, as applicable. Also provide any additional information. See instructions. SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: BETH GRUPP ASSOCIATES LLC (I) ADDRESS OF FUNDRAISER: BOX 60185CAPITOL SUITES, WASHINGTON, DC (II) ACTIVITY: PROVIDED STRATEGIC GUIDANCE ON HOW TO FUNDRAISE 20039 832083 10?03?18 Schedule (Form 990 or 990-EZ) 2018 Schedule (Form 990 or 990-EZ) HOPEWELL FUND Prlvacy Redacuon Page 4 Part IV Supplemental Information (continued) Schedule (Form 990 or 990-EZ) 832084 04?01?18 SCHEDULE I Grants and Other Assistance to Organizations, tF?tm 990? Governments, and Individuals in the United States 2018 Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Department of the Treasury Attach to Form 990. Open to Public '?tema' Revenue serVice Go to for the latest information. Inspection Name of the organization I . IT I HOPEWELL FUND Part I General Information on Grants and Assistance Privacy Redaction 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 to award the grants or assistance? El Yes No 2 Describe in Part IV the organization?s procedures for monitoring the use of grant funds in the United States. I Part I 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. Method of 1 Name and address Of organization EIN IRC section Amount Of Amount of valuation (book (9) Description of Purpose of grant or government (if applicable) cash grant non-cash FMV a raisalr noncash assistance or assistance assistance ?ot?gr) WHOLE HEALTH OF PEORIA, LLC 7405 N. UNIVERSITY ST. ST. PEORIA, IL 61614 LLC 5,000. 0. HEALTH LEAGUE OF WOMEN VOTERS OF SACRAMENTO COUNTY 921 11TH STREET SUITE 700 1 SACRAMENTO, CA CIVIL RIGHTS, SOCIAL 95814 501(c)(3) 5,000. 0. ACTION, ADVOCACY UNITED FOR A NEW ECONOMY 7760 38TH SUITE 200 CIVIL RIGHTS, SOCIAL WHEAT RIDGE, CO 80033 Prrvacy' CORPORATION 5,000. 0. ACTION, ADVOCACY Redactlon ASIAN RESOURCES INC 5100 EL PARAISO AVENUE CIVIL RIGHTS, SOCIAL SACRAMENTO, CA 95824 501(c)(3) 5,000. 0. ACTION, ADVOCACY TRUSTEES OF THE UNIVERSITY OF 3541 WALNUT STREET, 5TH FLOOR, FRANKLIN BUILDING 1 CIVIL RIGHTS, SOCIAL PHILADELPHIA, PA 1910476205 501(c)(3) 5,000. 0. ACTION, ADVOCACY NATIONAL LEAGUE OF CITIES 560 CAPITOL STREET NW SUITE 450 CIVIL RIGHTS SOCIAL WASHINGTON DC 20 001 CORPORATION 5 0 00 . . ACTION, ADVOCACY 2 Enter total number of section 501(e)(3) ar?ganizations listed in the line 1 table 3 Enter total number of other organizations listed in the line 1 table 49 - LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2018) 832101 11?02?18 Schedubl(Fonn990) HOPEWELL FUND Privacy Redaction I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government SACRAMENTO AREA CONGREGATIONS TOGETHER 7 2409 15TH STREET 7 SACRAMENTO, CA 95818 RESOURCES FOR INDEPENDENCE CENTRAL VALLEY 3008 N. FRESNO STREET FRESNO, CA 93703 SOLID GROUND WASHINGTON 1501 N. 45TH ST. SEATTLE, WA 9810376708 MI FAMILIA VOTA EDUCATION FUND 1710 E. INDIAN SCHOOL ROAD, SUITE PHOENIX, AZ 85016 ACCE INSTITUTE 3655 S. GRAND AVE #250 LOS ANGELES, CA 90007 GREATER SACRAMENTO URBAN LEAGUE 3725 MARYSVILLE BLVD SACRAMENTO, CA 95838 FREE PRESS, INC 40 MAINE ST. STE 301 FLORENCE, MA 01062 THE RULES FOUNDATION 13223 BLACK MOUNTAIN ROAD SUITE 39 SAN DIEGO, CA 92129 FREED CENTER FOR INDEPENDENT LIVING 7 2059 NEVADA CITY HWY #102 7 GRASS VALLEY, CA 95945 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 7,500. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 8,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 8,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 8 000. 0. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 8,500. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 8,500. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 9,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 7 10,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 6870085639 501(c)(3) 12,000. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government WASHINGTON STATE BUDGET AND POLICY CENTER 7 1402 3RD AVE, STE 1215 7 SEATTLE, WA 98101 JAKARA MOVEMENT 5089 N. 1ST STREET #102 FRESNO, CA 93710 RED RIVER CLINIC 512 1ST AVENUE NORTH FARGO, ND 58102 COLORADO CENTER ON LAW AND POLICY 789 SHERMAN STREET, SUITE 300 DENVER, CO 80203 FAIR DEMOCRACY 918 AVE. SE WASHINGTON, DC 20003 NATIONAL NETWORK OF ABORTION FUNDS PO BOX 170280 BOSTON, MA 02117 UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO, IL 50503 JAIN FAMILY INSTITUTE 48 EAST 82ND STREET NEW YORK, NY 10028 JANNUS, INC 1607 w. JEFFERSON ST. BOISE, ID 83702 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL UNDETERMINED 12,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 14,000. 0. ACTION, ADVOCACY CORPORATION 1 14,941. 0. HEALTH CIVIL RIGHTS, SOCIAL . 501(c)(3) 15 000. 0. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL OTHER 15,000. 0. ACTION, ADVOCACY CORPORATION 1 15,000. 0. HEALTH YOUTH DEVELOPMENT AND 501(c)(3) 15,000. 0. EDUCATION CIVIL RIGHTS, SOCIAL 501(c)(3) 15,200. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 8176035382 501(c)(3) 17,250. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government MONTANA BUDGET AND POLICY CENTER 101 N. LAST CHANCE GULCH #220 HELENA, MT 59601 ULTRAVIOLET EDUCATION FUND PO BOX 34756 WASHINGTON, DC 20043 MICHIGAN LEAGUE FOR PUBLIC POLICY 1223 TURNER STREET LANSING, MI 48906 HEALTHQUARTERS PO BOX 7050 BEVERLY, MA 01915 WORKING PEOPLE OF COLORADO 1665 GRANT ST. 2ND FLOOR DENVER, CO 80202 POLICY MATTERS OHIO 3631 PERKINS AVE SUITE 4C7EAST CLEVELAND, OH 44113 ASIAN AMERICANS ADVANCING JUSTICEPASIAN LAW CAUCUS 7 55 COLUMBUS AVE. 7 SAN FRANCISCO, CA 94111 NEW YORK UNIVERSITY 105 E. 17TH ST. NEW YORK, NY 10003 COLORADO FISCAL INSTITUTE 1905 SHERMAN SUITE 225 DENVER, CO 80203 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL CORPORATION 17,250. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 19,250. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 20,000. 0. ACTION, ADVOCACY . 501 3 20 000. 0. HEALTH I??vacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(4) 20,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 20,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 20,000. 0. ACTION, ADVOCACY YOUTH DEVELOPMENT AND 21,634. 0. EDUCATION CIVIL RIGHTS, SOCIAL 4671281109 501(c)(3) 22,250. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedubl(Fonn990) HOPEWELL FUND Privacy Redaction I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of EIN IRC section Amount Of Amount of Method of Description of Purpose of grant organization or government if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CHINESE FOR AFFIRMATIVE ACTION 17 WALTER U. LUM PLACE CIVIL RIGHTS, SOCIAL SAN FRANCISCO, CA 94108 24,000. 0. ACTION, ADVOCACY BOULDER VALLEY HEALTH CENTER 2855 VALMONT RD BOULDER, CO 80301 24,400. 0. HEALTH PUBLIC KNOWLEDGE 1818 STREET NW ST. 410 STE 410 CIVIL RIGHTS, SOCIAL WASHINGTON, DC 20036 501(c)(3) 24,479. 0. ACTION, ADVOCACY FAITH IN PUBLIC LIFE, INC 1990 ST. SUITE 740 CIVIL RIGHTS, SOCIAL WASHINGTON DC 20036 . CORPORATION 25 000. 0. ACTION ADVOCACY Prlvacy Redaction OHIO ORGANIZING COLLABORATIVE 23 BOARDMAN ST, STE 230 CIVIL RIGHTS, SOCIAL YOUNGSTOWN, OH 44503 CORPORATION 7 25,000. 0. ACTION, ADVOCACY LATINOS UNITED FOR A NEW AMERICA LUNA 7 905 EL RIO DR 7 SAN JOSE, CIVIL RIGHTS, SOCIAL CA 95125 501C3 25,000. 0. ACTION, ADVOCACY FOUNDATION TO PROMOTE OPEN SOCIETY 224 WEST 57TH STREET CIVIL RIGHTS, SOCIAL NEW YORK, NY 10019 501(c)(3) 25,000. 0. ACTION, ADVOCACY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1156 HIGH ST. CIVIL RIGHTS, SOCIAL SANTA CRUZ, CA 95060 501(c)(3) 25,000. 0. ACTION, ADVOCACY NETWORK EDUCATION PROGRAM 820 FIRST ST NE SUITE 350 CIVIL RIGHTS, SOCIAL WASHINGTON, DC 20002 5271307764 501(c)(3) 25,000. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government MOMSRISING EDUCATION FUND 12011 BEL7RED RD STE 100B BELLEVUE, WA 98005 HEALTH CENTER OF DULUTH PA 32 EAST FIRST ST STE 300 DULUTH, MN 55802 MAINE CENTER FOR ECONOMIC POLICY ONE WESTON CT. SUITE 103 AUGUSTA, ME 04330 JOAN G. LOVERING HEALTH CENTER 559 PORTSMOUTH AVE GREENLAND, NH 03840 CEDAR RIVER CLINIC 106 EAST STREET YAKIMA, WA 9890172312 SOUTHERN TIER HEALTH SERVICES LLC 7 149 VISTAL PKWY P0642 7 VESTAL, NY 13850 THE FUND FOR A HEALTHIER COLORADO 1536 WYNKOOP SUITE 224 DENVER, CO 80202 A CAPITAL HEALTH CLINIC 1511 STARLING DR HENRICO, VA 23235 UNIVERSITY OF NEW MEXICO HEALTH SERVICES CENTER 1 UNIVERSITY OF NEW MEXICO MSC01 1300 7 ALBUQUERQUE, NM 87131 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 25,000. 0. ACTION, ADVOCACY 501C3 25,412. 0. HEALTH CIVIL RIGHTS, SOCIAL 501(c)(3) 30,000. 0. ACTION, ADVOCACY . 501 3 30 000. 0. HEALTH Prlvacy Redaction 35,000. 0. HEALTH LLC 35,000. 0. HEALTH CIVIL RIGHTS, SOCIAL 37,972. 0. ACTION, ADVOCACY CORPORATION 7 38 055 . . HEALTH 8576000642 OTHER 39,412. 0. HEALTH 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government CALIFORNIA BUDGET POLICY CENTER 1107 9TH STREET SUITE 310 SACRAMENTO, CA 95814 CAPITAL CARE NETWORK OF TOLEDO 1160 SYLVANIA HWY TOLEDO, OH 43612 WHOLE HEALTH ALLIANCE INC 1101 EAST MARKET ST SUITE 200 CHARLOTTESVILLE, VA 22902 INSTITUTE FOR THE FUTURE 201 HAMILTON AVE PALO ALTO, CA 94301 NATIONAL ACADEMY OF SOCIAL INSURANCE 7 1200 NEW HAMPSHIRE AVE NW SUITE 830 WASHINGTON, DC 20035 STREET ART ANARCHY INC 530 DIVISADERO ST. #304 SAN FRANCISCO, CA 94117 THE HOPE CLINIC FOR WOMEN LTD 1602 218T ST GRANITE CITY, IL 62040 BLUE MORNING INC 4300 OLD THREE RD. CHARLOTTESVILLE, VA 22901 TRUST WOMEN FOUNDATION INC PO BOX 3222 WICHITA, KS 67201 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 40,000. 0. ACTION, ADVOCACY LLC 40,000. 0. HEALTH 501(c)(3) 42,000. 0. HEALTH CIVIL RIGHTS, SOCIAL . 5 0 0 00 . . ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 51 0 00 . 0 . ACTION, ADVOCACY CORP 52, 000. 0. HEALTH 54,217. 0. CAPACITY BUILDING 2773245473 501(c)(3) 58,797. 0. HEALTH 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government HISPANIC FEDERATION, INC. 55 EXCHANGE PLACE, 5TH FLOOR NEW YORK, NY 10005 DESERT STAR FAMILY PLANNING 1526 GLENDALE AVE STE 109 PHOENIX, AZ 85021 CATHOLIC CLIMATE COVENANT 415 MICHIGAN AVENUE NE STE. WASHINGTON, DC 20017 260 JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION 7 140 SOUTH DEARBORN ST. - CHICAGO, IL 60603?5285 EMMA GOLDMAN CLINIC 227 N. DUBUQUE ST. IOWA CITY, IA 52445 DEFENDING DEMOCRACY TOGETHER 2200 WILSON BOULEVARD, SUITE 10272 ARLINGTON, VA 22201 SPRINGBOARD TO OPPORTUNITIES 3000 OLD CANTON RD. SUITE 470 JACKSON, MS 39216 WASHINGTON CENTER FOR EQUITABLE GROWTH, INC. 1500 ST NW #850 WASHINTON, DC 20005 INSTITUTE ON TAXATION AND ECONOMIC POLICY 7 1616 ST NW #200 7 WASHINGTON, DC 20036 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL OTHER 58,800. 0. ACTION, ADVOCACY LLC 63,450. 0. HEALTH CIVIL RIGHTS, SOCIAL 501(c)(3) 66,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 68 981. 0. ACTION ADVOCACY Prlvacy Redaction 69,675. 0. HEALTH CIVIL RIGHTS, SOCIAL CORPORATION 75,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 75,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 75,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 0473688165 501(c)(3) 75,000. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government PICO NATIONAL NETWORK 999 NORTH CAPITOL NE, SUITE 200 WASHINGTON, DC 20002 CHILDRENS GUILD 6802 MCCLEAN BLVD PARKVILLE, MD 21234 GYNECOLOGY AND MORE, 1933 50TH STREET HIALEAH, FL 33012 INC. AANCHOR HEALTH CENTER, LTD. P.O. BOX 1025 ARLINGTON HEIGHTS, IL 60006 THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 7 615 WEST STREET, 3RD FLOOR 7 NEW YORK, NY 10027 METROPOLITAN PLANNING COUNCIL 140 DEARBORN ST SUITE 1400 CHICAGO, IL 60603 FAMILY PLANNING ASSOCIATION OF MAINE 7 PO BOX 587 7 AUGUSTA, ME 04401 ASPEN INSTITUTE 1 DUPONT CIRCLE NW, SUITE 700 WASHINGTON, DC 20036 ALLEGHENY REPRODUCTIVE HEALTH CENTER 7 5910 KIRKWOOD ST 7 PITTSBURGH, PA 15206 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 75,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 77,500. 0. ACTION, ADVOCACY CORPORATION 7 83,050. 0. HEALTH . CORPORATION 83 325. 0. GENERAL Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 85,500. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 7 85,875. 0. ACTION, ADVOCACY 501C3 99,513. 0. HEALTH CIVIL RIGHTS, SOCIAL 501(c)(3) 100,000. 0. ACTION, ADVOCACY 8270598328 CORPORATION 7 100,000. 0. HEALTH 832241 04?01?18 Schedule I (Form 990) Schedubl(Fonn990) HOPEWELL FUND Privacy Redaction Pagel I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of EIN IRC section Amount of Amount of Method of Description of Purpose of grant organization or government if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) BLUE MOUNTAIN CLINIC 610 N. CALIFORNIA MISSOULA, MT 59802 501(c)(3) 100,000. 0. HEALTH COLUMBUS HEALTH ORGANIZATION 3850 ROSEMONT DR COLUMBUS, GA 31904 CORPORATION 7 100,000. 0. HEALTH ALLENTOWN WOMEN CENTER 31 COMMERCE WAY SUITE 100 BETHLEHEM, PA 18017 CORPORATION 7 100,000. 0. HEALTH HEKTOEN INSTITUTE FOR MEDICAL RESEARCH 7 2240 W. OGDEN AVE. 2ND FLOOR CHICAGO IL 60612 . 501(c)(3) 108 244. 0. GENERAL Prlvacy Redaction LEAGUE OF WOMEN VOTERS OF SOUTHERN NEVADA P.O. BOX 46901 LAS CIVIL RIGHTS, SOCIAL VEGAS, NV 89114 501(c)(3) 110,800. 0. ACTION, ADVOCACY WOMEN HEALTH SERVICES PC 111 HOWARD ST BROOKLINE, MA 02446 CORPORATION 7 113,234. 0. HEALTH LEADERSHIP NOW PROJECT 1401 ST NW SUITE 900 CIVIL RIGHTS, SOCIAL WASHINGTON, DC 20005 CORPORATION 119,953. 0. ACTION, ADVOCACY MARYLAND FAMILY NETWORK, INC 1001 EASTERN AVE 2ND FLOOR CIVIL RIGHTS, SOCIAL BALTIMORE, MD 21202 501(c)(3) 120,000. 0. ACTION, ADVOCACY MARYLAND CITIZENS HEALTH INITIATIVE EDUCATION FUND INC 2600 ST. PAUL STREET 7 BALTIMORE, CIVIL RIGHTS, SOCIAL MD 21218 5272173223 501(c)(3) 125,000. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government AMERICA VOTES AMERICA VOTES 1155 CONNECTICUT AVE WASHINGTON, DC 20036 THE ENERGY FOUNDATION 301 BATTERY STREET 5TH FLOOR SAN FRANCISCO, CA 94111 ALLIANCE FOR A JUST SOCIETY 3518 S. EDMUNDS STREET SEATTLE, WA 98118 ADVANTAGE HEALTH CARE LTD P.O. BOX 1025 ARLINGTON HEIGHTS, IL 60006 MICHIGAN AVENUE CENTER FOR HEALTH, LTD P.O. BOX 1025 ARLINGTON HEIGHTS, IL 60006 THE FIVE LAKES PROJECT 403 FOURTH ST CHARLOTTE, MI 48813 INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT 7 360 14TH STREET, STE 500A 7 OAKLAND, CA 94612 FEMINIST HEALTH CENTER INC 1924 CLIFF VALLEY WAY ATLANTA, GA 30329 NORTHLAND FAMILY PLANNING, INC 24450 EVERGREEN RD SUITE 220 SOUTHFIELD, MI 48075 EIN IRC section Amount Of Amount Of Method Of Description Of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 125,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 125,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 7 126,063. 0. ACTION, ADVOCACY . CORPORATION 129 250. 0. GENERAL Prlvacy Redaction CORPORATION 7 137,575. 0. GENERAL CIVIL RIGHTS, SOCIAL 501(c)(4) 137,850. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 140,000. 0. ACTION, ADVOCACY 501C3 144,214. 0. HEALTH 3872118668 CORPORATION 7 147,408. 0. HEALTH 832241 04?01?18 Schedule I (Form 990) Schedubl(Fonn990) HOPEWELL FUND Privacy Redaction I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government CENTER FOR PUBLIC INTEREST RESEARCH 7 294 WASHINGTON ST, SUITE 500 BOSTON, MA 02108 THE ASIA SOCIETY 725 PARK AVE NEW YORK, NY 10021 COLOROFCHANGE.ORG EDUCATION FUND 1714 FRANKLIN ST. #1007136 OAKLAND, CA 94512 EQUALITY NOW, INC 125 MAIDEN LANE SUITE B, 9TH FLOOR NEW YORK, NY 10038 BELL POLICY CENTER 1905 SHERMAN ST. DENVER, CO 80203 THE URBAN INSTITUTE 2100 STREET, NW WASHINGTON, DC 20037 PROJECT DRAWDOWN 27 GATE 5 ROAD SAUSALITO, CA 96495 FOR OUR FUTURE ACTION FUND 1411 STREET NW, STE. 900 WASHINGTON, DC 20005 DATA FOR DEMOCRACY 2610 MANOR ROAD UNIT A AUSTIN, TX 78722 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 501(c)(3) 150,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 150,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 150,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 150 000. 0. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 160,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 175,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 175,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL CORPORATION 7 187,690. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 8370690564 501(c)(3) 189,231. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND I Part II I Continuation of Grants and Other Assistance to Governments and Dr Privacy Redaction Name and address of organization or government VOTER REGISTRATION PROJECT EDUCATION FUND 7 1725 DESALES ST NW STE 650 WASHINGTON, DC 20036 THE VERA INSTITUTE OF JUSTICE, INC. 7 233 BROADWAY, 12TH FLOOR NEW YORK, NY 10279 MEDICINES360 33 SACRAMENTO ST SUITE 300 SAN FRANCISCO, CA 94111 VOICE 123 S. BROAD STREET STE 630 PHILADELPHIA, PA 19109 COMMITTEE FOR CIVIL RIGHTS UNDER LAW 7 1401 NEW YORK AVENUE NW SUITE 400 WASHINGTON, DC 20005 NATIONAL CAMPAIGN TO PREVENT TEEN PREGNANCY 7 1776 MASSACHUSETTS AVE NW STE 200 7 WASHINGTON, DC 20036 THE MOVEMENT COOPERATIVE 200 SCHERMERHORN ST., SUITE 326 BROOKLYN, NY 11201 A CHOICE OF JACKSONVILLE, INC 7 4131 UNIVERSITY BLVD SUITE 2 7 JACKSONVILLE, FL 32216 NEW ERA COLORADO FOUNDATION 907 ACOMA ST DENVER, CO 80204 EIN IRC section Amount of Amount of Method of (9) Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL CORP 196,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 200,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 200,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 200 000. 0. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 200,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 217,274. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 231,250. 0. ACTION, ADVOCACY CORPORATION 7 240,550. 0. HEALTH CIVIL RIGHTS, SOCIAL 2671389272 501(c)(3) 243,843. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government FRIENDS OF LACOE: A FOUNDATION FOR LEARNING 7 9300 IMPRIAL HIGHWAY DOWNEY, CA 90242 GREATER WASHINGTON COMMUNITY FOUNDATION 1325 STREET NW SUITE 480 7 WASHINGTON, DC 20005 WHOLE HEALTH OF PEORIA, LLC 7 7405 N. UNIVERSITY ST. I ST. PEORIA, IL 61514 HEALTH CENTER OF WEST VIRGINIA 7 510 WASHINGTON ST CHARLESTON, WV 25302 GYNUITY HEALTH PROJECTS 220 EAST 42 STREET #710 NEW YORK, NY 10017 INSTITUTE 801 BROOKSIDE DR #301 LANSING, MI 4891778202 MOVEMENT STRATEGY CENTER 436 14TH ST 5TH FL OAKLAND, CA 94512 NC JUSTICE CENTER 224 S. DAWSON ST. RALEIGH, NC 27501 STATE VOICES 1616 STREET NW, STE 220 WASHINGTON, DC 20036 EIN IRC section Amount Of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 250,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 250,000. 0. ACTION, ADVOCACY LLC 258,050. 0. HEALTH . 265 000. 0. HEALTH Prlvacy Redaction LLC 287,500. 0. HEALTH CIVIL RIGHTS, SOCIAL 501(c)(3) 289,550. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 300,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 325,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 2071115618 501(c)(3) 350,000. 0. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government ACCESS HEALTH CENTER 1700 75TH ST DOWNERS GROVE, IL 60516 MEMPHIS CENTER FOR REPRODUCTIVE HEALTH 1726 POPLAR AVE MEMPHIS, TN 38104 CIVIL RIGHTS CORPS 910 17TH STREET NW #200 WASHINGTON, DC 20006 THE COLORADO INDEPENDENT 8273 E. 29TH PL. DENVER, CO 80238 OHIO CAMPUS COMPACT 615 NORTH PEARL ST GRANVILLE, OH 43023 THE HOPE CLINIC FOR WOMEN LTD 1602 21ST ST GRANITE CITY, IL 62040 FAMM FOUNDATION 1100 STREET NW WASHINGTON, DC 20005 THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS 1329 CARY ST. SUITE 202 7 RICHMOND, VA 23219 REFUGEES INTERNATIONAL 20015 ST NW WASHINGTON, DC 20009 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) LLC 393,350. 0. HEALTH 501C3 500,000. 0. HEALTH CIVIL RIGHTS, SOCIAL 501(c)(3) 500,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 500 000. 0. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 500,000. 0. ACTION, ADVOCACY CORP 545,625. 0. HEALTH CIVIL RIGHTS, SOCIAL 562,500. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 565,000. 0. ACTION, ADVOCACY HUMAN RIGHTS AND 5271224516 501(c)(3) 600,000. 0. INTERNATIONAL JUSTICE 832241 04?01?18 Schedule I (Form 990) Schedubl(Fonn990) HOPEWELL FUND Privacy Redaction I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address Of organization or government MAINE PEOPLES RESOURCE CENTER 565 CONGRESS ST, #200 PORTLAND, ME 04101 UPSTREAM USA, INC 1630 SAN PABLO AVE SUITE 400 OAKLAND, CA 94512 ONE ARIZONA 530 MCDOWELL ROAD, SUITE 1077448 PHOENIX, AZ 85004 IMPACT JUSTICE 2633 TELEGRAPH AVE SUITE 104 OAKLAND, CA 94512 ASPCA 424 EAST 92ND STREET NEW YORK, NY 1012876804 THE VOTER PARTICIPATION CENTER 1707 STREET NW SUITE 300 WASHINGTON, DC 20036 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE S. 17TH FLOOR NEW YORK, NY 10010 TIDES CENTER PO BOX 29907 SAN FRANCISCO, CA 94129 PARENTSTOGETHER FOUNDATION 1875 CONNECTICUT AVE NW SUITE 550 WASHINGTON, DC 20009 EIN IRC section Amount of Amount Of Method Of Description Of Purpose Of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 630,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 833,334. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 847,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL . 501(c)(3) 950 000. ACTION ADVOCACY Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 1,000,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 1,000,000. ACTION, ADVOCACY 501(c)(3) 1,000,000. ENVIRONMENTAL CIVIL RIGHTS, SOCIAL 501(c)(3) 1,100,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 4674838094 501(c)(3) 1,100,000. ACTION, ADVOCACY 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government ANIMAL LEGAL DEFENSE FUND 525 EAST COTATI AVENUE COTATI, CA 94931 NEWS FOR DEMOCRACY 700 13TH ST NW, SUITE 600 WASHINGTON, DC 20005 SUSTAINABLE MARKETS FOUNDATION 45 W. 35TH STREET 6TH FLOOR NEW YORK, NY 10018 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO, CA 94129 FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT, INC 1713 MAHAN DR. 7 TALLAHASSEE, FL 32308 URBAN JUSTICE CENTER 40 RECTOR STREET 9TH FLOOR NEW YORK, NY 10005 WESTERN RESOURCE ADVOCATES 2260 BASELINE RD SUITE 200 BOULDER, CO 80302 SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON, DC 20036 REFUGEES INTERNATIONAL 20015 ST NW WASHINGTON, DC 20009 EIN IRC section Amount of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 1,500,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(4) 1,720,000. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 1,800,000. ACTION, ADVOCACY . 501(c)(3) 1 899 000. CAPACITY BUILDING Prlvacy Redaction CIVIL RIGHTS, SOCIAL 501(c)(3) 1,940,349. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 2,000,000. ACTION, ADVOCACY 501(c)(3) 2,000,000. ENVIRONMENTAL PROGRAMS 2,050,500. CAPACITY BUILDING HUMAN RIGHTS AND 5271224516 501(c)(3) 2,400,000. INTERNATIONAL JUSTICE 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 1 I Part II I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule (Form 990), Part II.) Name and address of organization or government WINDWARD FUND 1201 CONNECTICUT AVE NW. SUITE 300 WASHINGTON, DC 20036 FWD.US EDUCATION FUND, INC 1776 MASSACHUSETTS AVE NW SUITE 60 WASHINGTON, DC 20036 FAMILY PLANNING ASSOCIATES MEDICAL GROUP LTD 7 659 W. WASHINGTON BLVD. 7 CHICAGO, IL 60661 UPSTREAM USA, INC 1630 SAN PABLO AVE SUITE 400 OAKLAND, CA 94612 EIN IRC section Amount Of Amount of Method of Description of Purpose of grant if applicable cash grant non-cash valuation non-cash assistance or assistance assistance (book, FMV, appraisal, other) CIVIL RIGHTS, SOCIAL 2,500,000. 0. ACTION, ADVOCACY CIVIL RIGHTS, SOCIAL 501(c)(3) 3,800,000. 0. ACTION, ADVOCACY CORPORATION 1 4,081,077. 0. CIVIL RIGHTS, SOCIAL . 501(c)(3) 4 166 666. 0. ACTION ADVOCACY Prlvacy Redaction 832241 04?01?18 Schedule I (Form 990) Schedule (Form 990) (2018) HOPEWELL FUND Privacy Redaction Page 2 I Part I Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part can be duplicated if additional space is needed. Type of grant or assistance Number of Amount of Amount of non- recipients cash grant cash assistance Method of valuation (book, FMV, appraisal, other) Description of noncash assistance I Part IV I Supplemental Information. Provide the information required in Part I, line 2; Part column and any other additional information. PART I, LINE 2: FOR MOST GRANTS CONTRIBUTED, THE ORGANIZATION REQUIRES THAT ORGANIZATIONS RECEIVING FUNDS SUBMIT A PROPOSAL AND PROVIDE REPORTS. FOR NON 501C3 ORGANIZATIONS, THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED. THE ORGANIZATION CONDUCTS A INQUIRY TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSE REPORTING OBLIGATIONS, REQUIRE FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRING 832102 11?02?18 Schedule I (Form 990) (2018) Schedule (Form 990) HOPEWELL FUND Privacy Redaction Page 2 Part IV Supplemental Information THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS FILED AS REQUIRED. 832291 04?01?18 Schedule I (Form 990) SCHEDULE Compensation Information (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Department of the Treasury >AttaCh ?10 Form 990- Internai Revenue Service Go to for instructions and the latest information. Name of the organization HOPEWELL FUND Partl Questions Regarding Compensation OMB No. 1545-0047 2018 Open to Public Inspection Privacy Redaction I '33 1a Check the appropriate 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 to provide any relevant information regarding these items. First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (such as maid, chauffeur, chef) 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 complete Part to explain 1b 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? 2 3 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization?s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part Compensation committee Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 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 Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b Participate in, or receive payment from, an equity-based compensation arrangement? 40 If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Only section 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 Any related organization? 5b If "Yes" on line 5a or 5b, describe in Part 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 Any related organization? 5b If "Yes" on line 6a or 6b, describe in Part 7 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 5? If "Yes," describe in Part 7 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section If "Yes," describe in Part 8 9 If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 9 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2018 832111 10?26?18 Schedule (Form 990) 2018 HOPEWELL FUND Privacy Redaction Page 2 I Part II I 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 and from related organizations, described in the instructions, on row DO not list any individuals that aren't listed on Form 990, Part VII. Note: The sum of columns 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 (1) MEAGAN CAVANAUGH PROJECT DIRECTOR (2) BONNIE SCOTT JONES PROJECT DIRECTOR (3) COURTNEY CUFF PROJECT DIRECTOR (4) CHRISTOPHER FITZSIMON PROJECT DIRECTOR (5) MARY ALICE CARTER PROJECT DIRECTOR 832112 10?26?18 Base compensation 195 155. o. 158 250. 0. 294,500. 0. 157 400. o. 174 910. 0. (ii) Bonus incen?ve compensation Other reportable compensation (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (F) Compensation in column (B) reported as deferred on prior Form 990 234 178. o. 189 342. 0. 349,856. 0. 192 318. o. 190 049. 0. 0000000000 Schedule (Form 990) 2018 Schedule (Form 990) 2018 HOPEWELL FUND Privacy Redaction Page3 I Part I Supplemental Information Provide the information, explanation, or descriptions required for Part lines 1aand for Part II. Also complete this part for any additional information. PART I, LINE 1A: HOPEWELL FUND HAS A HEALTH AND FITNESS REIMBURSEMENT POLICY WHICH REIMBURSES CERTAIN GYM AND SIMILAR EXPENSES UP TO $75 PER MONTH. THIS APPLIES TO ALL FULL TIME EMPLOYEES. Schedule (Form 990) 2018 832113 10?26?18 SCHEDULE Transactions With Interested Persons WSW-15450047 (Form 990 0" Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 20 18 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. Attach to Form 990 or Form 990-EZ. Open To Public Department of the Treasury Internal Revenue Service Go to for Instructions and the latest Information. Inspection Name of the organization HOPEWELL FUND I Part I I Benefit (section 501(c)(3), section 501(c)(4), and 501(c)(29) organi: Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990- 1 . . . Relationship between disqualified . . . Corrected? Name of disqualified person person and organization Description of transaction Yes No Privacy Redaction 2 Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958 Part II Loans to and/or From Interested Persons. Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization an amount on Form 990 Part line rove . Name of Relationship Purpose (lrofgm Original Balance due by board or ( )Written interested person with organization of loan principal amount default? committee? agreement? To From or ng ns. if the answered "Yes" on Form 990 Part IV line 27. Name of interested person Relationship between Amount of Type of Purpose of interested person and assistance assistance assistance the organization LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2018 832131 10?25?18 Pr' 3 a t' ScheduleL(Form 990 or 990-EZ) 2018 HOPEWELL FUND 1V Cy ed ?0 Page 2 I Part IV Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. Name Of interested person Relationship between interested Amount of Description Of person and the organization transaction transaction revenues? Yes No ARABELLA ADVISORS . LLC SEE PART 3 . 763 563 . SEE PART Part Supplemental Information. Provide additional information for responses to questions on Schedule (see instructions). SCHEDULE L, PART (A) NAME OF PERSON: ARABELLA ADVISORS, LLC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ENTITY MORE THAN 35% OWNED BY ERIC KESSLER, FORMER PRESIDENT (C) AMOUNT OF TRANSACTION: $3,763,563 (D) DESCRIPTION OF TRANSACTION: SPECIFICALLY, ARABELLA ADVISORS PROVIDED 1) STAFF FOR HOPEWELL FUND 2) OPERATIONAL SUPPORT IN MANAGING THE ORGANIZATION AND 3) SUPPLEMENTAL CONSULTING SUPPORT FOR SOME HOPEWELL FUND PROJECTS. (E) SHARING OF ORGANIZATION NO Schedule (Form 990 or 990-EZ) 2018 832132 10?25?18 SCHEDULE (Form 990) Department of the Treasury Internal Revenue Service Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Go to for instructions and the latest information. Noncash Contributions OMB No. 1545-0047 2018 Open to Public Inspection Name of the organization HOPEWELL FUND Partl Types of Property Privacy Redaction I Check if Number of Noncash contribution Method of determining applicable contributions or amounts reported-on noncash contribution amounts Items contributed Form 990, Part line 19 1 Alt - Works Of art 2 Alt HlStOllCEll treasures 3 All 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 12 22 342 . 833- FMV 10 Securities - Closely held stock 11 Securities - Partnership, LLC, or tlUSt interests 12 Securities - Miscellaneous 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution - Other 15 Real estate Residential 15 Real estate Commercial 17 Real estate- Other 18 Collectibles 19 inventory 20 Drugs and medical supplies 21 Taxidermy 22 Historical artifacts 23 Scientific specimens 24 Archeological artifacts 25 Other 26 Other 27 Other 28 Other 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 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? 303 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 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? 32a If "Yes," describe in Part II. 33 If the organization didn't report an amount in column (0) for a type Of property for which column is checked, describe in Part II. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2018 832141 10?18?18 Schedule (Form 990) 2018 HOPEWELL FUND Prwacy Redacuon Page 2 I Part II I supplemental IHfOI'mation- Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. 832142 10-18-18 Schedule (Form 990) 2018 - OMB . 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on 2018 Form 990 or 990-EZ or to provide any additional information. Department of the Treasury Attach to Form 990 or 990-EZ. Open to Publlc Internal Revenue Service Go to for the latest information. Inspection Name of the organization HOPEWELL FUND IEl'l'i" FORM 990' PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: Privacy Redaction THE HOPEWELL FUND SPECIALIZES IN HELPING ENTREPRENEURS AND OTHER CHANGEMAKERS LAUNCH NEW, INNOVATIVE SOCIAL CHANGE PROJECTS. HOPEWELL IS DESIGNED TO FACILITATE RAPID EFFICIENT LAUNCHES OF PROJECTS WITH DIVERSE REVENUE FUNDING MODELS, INCLUDING CHARITABLE CONTRIBUTIONS AND INVESTMENTS. MANY OF PROJECTS EMPLOY BOLD AND AMBITIOUS STRATEGIES TO ACHIEVE THE IMPACT THEY SEEK. HOPEWELL IS MANAGED BY A TEAM OF EXPERTS WITH EXPERIENCE IN STARTING UP INNOVATIVE ORGANIZATIONS. THEY PROVIDE STREAMLINED OPERATIONS AND FINANCIAL SUPPORT AND COMPLIANCE OVERSIGHT TO MINIMIZE ADMINISTRATIVE BURDENS FOR PROJECT DONORS AND STAFF. FORM 990' PART LINE 1? DESCRIPTION OF ORGANIZATION MISSION: TO HELP ENTREPRENEURS OTHER CHANGEMAKERS LAUNCH INNOVATIVE SOCIAL CHANGE PROJECTS. DESIGNED TO FACILITATE RAPID EFFICIENT LAUNCHES OF PROJECTS WITH DIVERSE REVENUE FUNDING MODELS, INCLUDING CHARITABLE CONTRIBUTIONS INVESTMENTS. MANY OF PROJECTS EMPLOY BOLD AND AMBITIOUS STRATEGIES TO ACHIEVE THE IMPACT THEY SEEK. HOPEWELL IS MANAGED BY A TEAM OF EXPERTS WITH EXPERIENCE IN STARTING UP INNOVATIVE ORGANIZATIONS. THEY PROVIDE STREAMLINED OPERATIONS AND FINANCIAL SUPPORT AND COMPLIANCE OVERSIGHT TO MINIMIZE ADMINISTRATIVE BURDENS FOR PROJECT DONORS AND STAFF. FORM 990, PART LINE 4D, OTHER PROGRAM SERVICES: OTHER EXPENSES 2,510,502. INCLUDING GRANTS OF 0. REVENUE 25,000. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 832211 10?10?18 Schedule 0 (Form 990 or 990-EZ) (2018) Schedule 0 (Form 990 or 990-EZ) (2018) Privacy Redaction Page 2 Name of the organization HOPEWELL FUND IE I H. I. I Privacy Redaction FORM 990' PART VI, SECTION A, LINE 2: SAMPRITI GANGULI, WILBUR PRIESTER, AND ANDREW SCHULZ HAVE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 3: ARABELLA ADVISORS IS A MANAGEMENT, STRATEGY AND EVALUATION FIRM SERVING FAMILY, INSTITUTIONAL, AND CORPORATE PHILANTHROPISTS ACROSS THE COUNTRY AND AROUND THE WORLD. ARABELLA PROVIDES BUSINESS AND ADMINISTRATIVE SERVICES TO THE HOPEWELL FUND UNDER AN ADMINISTRATIVE AGREEMENT. IN THAT CAPACITY, ARABELLA SUPPLIES THE SYSTEMS AND SERVICES TO ENSURE COMPLIANCE WITH FEDERAL, STATE AND LOCAL REGULATIONS RELATED TO CHARITABLE SOLICITATION AND PROVIDES HR, LEGAL, PAYROLL, AND OTHER ADMINISTRATIVE FUNCTIONS FOR THE HOPEWELL FUND THEREBY ENABLING HOPEWELL TO BETTER FURTHER ITS MISSION AND ACHIEVE IMPACT. FORM 990' PART VI, SECTION B, LINE 11B: THE BOARD OF DIRECTORS OF HOPEWELL FUND AND THE LEGAL COUNSEL REVIEWED THE 990 BEFORE IT WAS FILED WITH THE IRS. 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 832212 10?10?18 Schedule 0 (Form 990 or 990-EZ) (2018) Schedule 0 (Form 990 or 990-EZ) (2018) Privacy Redaction Page 2 Name Of the organization HOPEWELL FUND I I. I Privacy Redaction FORM 990' PART VI, SECTION B, LINE 15: NONE OF THE NAMED POSITIONS EXISTED OR RECEIVED COMPENSATION DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19: THE FUND MAKES ITS FORM 1023: APPLICATION FOR RECOGNITION OF EXEMPTION, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THOSE MATERIALS INCLUDE THE INITIAL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND OTHER POLICIES. THE FUND DOES NOT MAKE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990' PART XI, LINE 9' CHANGES IN NET ASSETS: REFUND OF PRIOR GRANTS 276,779. RETURN OF GRANT FUNDS 752,000. TOTAL TO FORM 990, PART XI, LINE 9 224,779. FORM 990, PART XII, LINE 2C: THE BOARD COMMENCED ITS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR IN ACCORDANCE WITH THE HOPEWELL GOVERNANCE DOCUMENTS. FORM 990, BOX c: HOPEWELL FUND TRADE NAMES: ARIZONA MIRROR ARIZONANS FOR RESPONSIBLE GOVERNMENT 832212 10?10?18 Schedule 0 (Form 990 or 990-EZ) (2018) Pr' 3 a t' ScheduleO(Form 990 or 990-EZ) (2018) Cy ed 10 Egg Name oftheorganization I IT HOPEWELL FUND Privacy Redaction EQUITY FORWARD FLORIDA PHOENIX MICHIGAN ADVANCE MICHIGAN FAMILIES FOR OPPORTUNITY NEVADA CURRENT VIRGINIA MERCURY FORM 990, PART I, LINE 22 AT THE END OF 2017' HOPEWELL RECEIVED AN UNUSUAL GRANT THAT WILL FUND AN EXPANSION OF ITS WORK FOR SEVERAL YEARS IN THE FUTURE. 832212 10?10?18 Schedule 0 (Form 990 or 990-EZ) (2018) Exempt Organization Privacy Redaction Form 990-1. and proxy tax under section 6033(en For calendar year 2013 or other tax year 2018, and ending 12131 . 20 18 Department of the Treasury l- Go to for instructions and the latest information. . . Internal Revenue Service Do not enter SSN numbers on this form as it may be made public it your organization is a 501(c)(3). A ed Name of organization Check box if name changed and see instructions.) Employer identification number Exempt under section . print OPEW ELL FUND (Employees trust. see son 6 3 or Number. street. and room or suite no. If a PO. box. see instructions. 47.3531350 El 403(9) CI 220(9) Type 1201 CONNECTICUT AVENUE, MW Unrelated business activity code 403A 530(3) City or town. state or province. country. and ZIP or foreign postal code (See InstructIons.) CI 52901) WASHINGTON. DC 20036 aggregates-sets Group exemption number (See instructions.) 130293357 Check organization type 501(c) corporation 501(0) trust 401(a) trust C) Other trust Enter the number of the organization's unrelated trades or businesses. Describe the only (or first) unrelated trade or business here If only one. complete Parts If more than one. describe the first in the blank space at the end of the previous sentence. complete Parts I and II, complete a Schedule for each additional trade or business. then complete Parts Ill?V. I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group"Yes." enter the name and identifying number of the parent corporation. In- The books are in care of Telephone number I Unrelated Trade or Business Income (AI Income (3) Expenses (03 Net 1a Gross receipts or sales Less returns and allowances Balance 1c 2 Cost of goods sold (Schedule A. line Gross profit. Subtract line 2 from line 10Capital gain net income (attach Schedule D) . . . . 4a Net gain (loss) (Form 4797, Part II line 17) (attach Form 479?) 4b Capital loss deduction for trusts . . . 4r: 5 Income (loss) from a partnership or an corporation (attach statement) 5 6 Rent Income (Schedule Unrelated debt-financed Income (Schedule . 7 8 Interest. annuities. royalties. and rents from a controlled organization (Schedule 9 Investment income of a section 501(c)(7), (9). or organization (Schedule G) 9 10 Exploited exempt activity income (Schedule Advertising income (Schedule Other income (See attach scheduleTotal. Combine lines 3 through 12 . . . . 13 Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions deductions must be directly connected with the unrelated business' Income.) 14 Compensation of officers. directors, and trustees (Schedule Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . 15 1 6 Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Bad debts . . . . . . . . . . . . . . . . . . . . . 17 18 Interest (attach schedule) (see instructionsTaxes and licensesCharitable contributions (See instructions for limitation rulesDepreciation (attach Form 4562Less depreciation claimed on Schedule A and elsewhere on return . . 22a 22b 23 Depletion . . . . . . . . . . . . . . . . . . . . . 23 24 Contributions to deferred compensation plans . . . . . . . . . . . . . . . . . 24 25 Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . 25 26 Excess exempt expenses (Schedule Excess readership costs (Schedule Other deductions (attach scheduleTotal deductions. Add lines 14 through Unrelated business taxable' Income before net operating loss deduction. Subtract line 29 from line 13 30 31 Deduction for net operating loss arising in tax years beginning on or after January 1. 201 (see instructions) 31 32 Unrelated business taxable income. Subtract line 31 from line For Paperwork Reduction Act Notice. see instructions. Cat. No. 11291.1 Form 990-1' (2018) Privacy Redaction Form 990-T (2018) Page 2 WEI?Total Unrelated Business Taxable Income 33 Total of unrelated business taxable income computed from all unrelated trades or businesses (see instructions). . . 33 34 Amounts paid for disallowed fringes . 34 3529 75 35 Deduction for net operating loss arising in tax years beginning before January 1. 2018 (see instructions). 35 36 Total of unrelated business taxable Income before specific deduction. Subtract line 35 from the sum oflinesSSand34 . . . . . . . . . . . . 35 37 Specific deduction (Generally $1.000. but see line 37 instructions for exceptions) 37 1000 00 38 Unrelated business taxable Income. Subtract line 37 from line 36. If line 37 Is greater than line 36. enter the smaller of zero or line 36. 33 7529 75 max Computation 39 Organizations Taxable as Corporations. Multiply line 38 by 21% (0.21Trusts Taxable at Trust Rates. See instructions for tax computation. Income tax on the amount on line 38 from' Tax rate schedule or Schedule (Form 1041Proxytax.$eeinstructionsAlternative minimum tax (trusts onlyNoncompliant Facility Income. See instructions . . 43 44 Total. Add lines_41, 42. and 43 to line 39 or 40, whichever applies . 44 1581 25 Wax and Payments 45a Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116) . 45a Other credits (see instructions45b General business credit. Attach Form 3800 (see instructions). . . . . 45c Credit for prior year minimum tax (attach Form 8801 or 8827) . . . . . 45d Total credits. Add lines 45a through 45d 45c 46 Subtract line 45e from line 44 46 47 Other taxes. Check if Irom: Form 4255 Form 8611 Form 8697 [j Form 8866 Other (attach schedule). 47 48 Total tax. Add lines 46 and 47 (see instructions) . 48 1501 25 49 2018 net 965 tax liability paid from Form 965-A or Form 965-8, Part II. column line 2 49 50a Payments: A 2017 overpayment credited to 2018 . . . . . . . . 50a 2018 estimated tax payments . . . . . . . . . . . . . . . 50!) Tax deposited with Form 8868Foreign organizations. Tax paid or withheld at source (see instructions) . 50d Backup withholding (see instructions) . . . . . 50c Credit for small employer health' Insurance premiums {attach Form 8941). 50f 9 Other credits. adjustments. and payments: El Form 2439 El Form 4136 Other Total ?g 51 Total payments. Add lines 503 through 509 . . . . . . . . . 51 381 00 52 Estimated tax penalty {see instructions). Check if Form 2220' 13 attachedline 51 is less than the total of lines 48. 49 and 52. enter amount owed . - . . 53 1200 25 54 Overpayment. If line 51 is larger than the total of lines 48. 49. and 52, enter amount overpaid . 54 55 Enter the amount of line 54 you want: Credited to 2019 estimated tax 5 I Refunded 55 Statements Regarding Certain Activities and Other Information {see instructions) 56 At any time during the 2018 calendar year. did the organization have an interest in or a signature or other authority No over a financial account (bank, securities. or other) in a foreign country? If "Yes," the organization may have to file Form 114. Report of Foreign Bank and Financial Accounts. If "Yes.? enter the name of the foreign country here 57 During the tax year, did the organization receive a distribution from. or was it the grantor of. or transferor to. a foreign trust? . If "Yes." see instructions for other forms the Organization may have to file. 58 Enter the amount of tax-exempt interest received or accrued during the tax year Under penalties ct perjury. I declare that I have examined this return. including accompanying schedules and statements. and to the best at my knowledge and beliet. it is Sign true. correct and corn lete. Declarati oi preparer [other than taxpayer) Is based on all information of which preparer has any knowledge. I ma . I the IRS dIscuss this return Here mower-at Signature of officer Date Title Paid Print/Type preparer's name Preparer's signature Privacy Redactlon Preparer Only Firm?s name Firm?s address rorm wear I [?015] Privacy Redaction Form QQO-T (2018) page 3 Schedule A?Cost of Goods Sold. Enter method of inventory valuation 1 Inventory at beginning of year 1 6 Inventory at end of year . . . 6 2 Purchases . . . . . . 2 7 Cost of goods sold. Subtract 3 Cost of labor. . . . 3 line 6 from line 5. Enter here and 4a Additional section 263A costs in Part I. line (attach schedulethe rules of section 263A (with respect to Yes No Other costs (attach schedule) 4b property produced or acquired for resale) apply 5 Total. Add lines 1 through 4b 5 to the organization? Schedule 0? Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions) 1. Description of property (1 i3l 2. Rent received or accrued From personal propeny (ii the percentage of rent (it) From real and personal property (if the Peductio?s directly connected With the income for personal property is more than 10% but not percentage ol rent [or personal property exceeds In Gown? 2?3] and Qibi (attach schedule) more than 50%) 50% or ii the rent is based on prolil or income) ?l (3i ?i Total . a lb) Total deductions. Total income. Add totals of columns 2(a) and Enter Enter here and on page 1, here and on page 1. Part I. line 6, column (A) . . . Part I. line 6. column (B) It Schedule E?Unrelated Debt-Financed Income (see instructions) 2' Gross income from or 3. Deductions directly connected with or allocable to 1. Description oi debt-financed property allocable to debt-?nanced debt-irnanced property PTOPBIW Straight lIne deprematton Other deduclIons (attach schedule) (attach schedule) ill {2l (3i 4. Amount of average 5. Average adjusted basis . acquisition debt on or of or allocable to 7. Gross income reportable allocable to debt-linanced debt-financed properly column 5 (column 2 column 6) 3i 7 3th? property (attach schedule) (attach schedule} a an i2) i4) Enter here and on page 1. Enter here and on page 1. Part I. line 7. column (A). Part I. line 7, column (B). .II- Total dividends-received deductions included In column Form 9905' (2013) Privacy Redaction Form sen-T (2013) Page 4 Schedule F?Interest, Annuities, Royalties. and Rents From Controlled Organizations (see instructions) Exempt Controlled Organizations 1. Name at controlled 2- Employer . . . 5. Part of column 4 that is e. Deduct?ons d'rectl organization identification number 3? Net unrelated Income 4' Total 0? specmed included in the controlling connected'with incorrzle (loss) (see instructions) payments made organization's gross income in column 5 (1) (2i [3i Nonexempt Controlled Organizations 7. Taxable income a. Net unrelated -ncome (loss) (see instructions) 9. Total of specified payments made 10. Part of column 9 that is included in the controlling organization's gross income 11. Deductions directly connected with income in column 10 l1) 12} (4) Add columns 5 and 10. Add columns 6 and 11. Enter here and on page 1. Enter here and on page 1. Part l. line 8. column (A). Part i. line 6. column (B). Totals Schedule G?investment income of a Section 501 (9), or (17) Organization (see instructionsd_3. ltDIeductionsed 4' Set-asides . escnp income . moun 0 Income irec connec an as -asi es co. (attach schedule) (attach schedule) plus col. 4) ill l2l l3l (4i Enter here and on page 1. Enter here and on page 1. Part I. line 9. column (A). Part I. line 9. column (3). Totals . . . . . II- Scheduie i?Expioited Exempt Activity Income, Other Than Advertising income (see instructions) 2. Gross 3. Expenses 4. Net income (loss) 7. Excess exempt unrelated directly from unrelated trade 5. Gross income 6 Expenses expenses . . . . . . connected with or business (column from activity that . (column 6 minus 1. Description of exploded production of 2 minus column is not unrelated to column 5. but not business unrelated it a gain. compute business income more than business income cols. 5 through 7. column 4). ill (2) l3) (4) Enter here and on Enter here and on Enter here and page 1. Part i. page 1. Part i. on page 1. line 10. col. (A). line 10. col. (B). Part II. line 26. Totals . . . . . . Schedule J?Advertising Income (see_instructions) Income From Periodicals Reported on a Consolidated Basis 4. Advertising 7. Excess readership 2. Gross . gain or (loss) (col. . . . costs (column 6 1. Name oi periodical advertising adv 3:53:80; 0 st 5 2 minus col. 3). If 5' 6' minus column 5. but income 9 a gain. compute not more than cols. 5 through 7. column 4). l1) l2) l3) (4) Totals [carry to Part II. line Form 9903 (2018) Form 990-T (201 8) Privacy Redaction Page 5 income From Periodicals Reported on a Separate B_asis (For each periodical listed in Part II, fill in columns 2 through 7 on a line-by-Iine basis.) 1. Name of periodical 2. Gross advertising income 3. Direct advertising costs 4. Advertising gain or (loss) (col. 2 minus col. If a gain. compute cols. 5 through 7. 5. Circulation income 7. Excess readership costs (column 6 minus column 5. but not more than column 4). 6. Readership costs (2) (3) (4) Totals from Part I . Enter here and on Enter here and on Enter here and page 1. Part I. page 1. Part I. on page 1. line 11. col. (A). line 11.col. (B). Part ii. line 27. Totals. Part ll (lines 1~5) Schedule K?Compensation of Officers, Directors, and Trustees (see instructions) 1. Name 2. Title time devoted business 3. Percent of to 4. Compensation attributable to unrelated business (1) l2! (3) l4) Total. Enter here and on page 1. Part II. line 14 Form 990-T (291a)