irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.02MOUT IN THE SOUTH: THE OUT IN THE SOUTH INITIATIVE SEEKS TO INCREASE THE SCALE AND IMPACT OF FOUNDATION FUNDING FOR LGBTQ COMMUNITIES IN THE U.S. SOUTH. THE INITIATIVE RAISES AWARENESS ABOUT THE UNIQUE NEEDS AND ASSETS OF SOUTHERN LGBTQ COMMUNITIES AND PROVIDES SUPPORT FOR LGBTQ PHILANTHROPIC FUNDS BASED IN THE SOUTH. IN 2024, THE INITIATIVE AWARDED $650,000 IN PLANNING GRANTS AND MATCHING GRANTS TO HELP STRENGTHEN 13 LGBTQ FUNDS ACROSS THE REGION.
- #2 $385KGRANTMAKERS UNITED FOR TRANS COMMUNITIES (GUTC): THE GUTC INITIATIVE AIMS TO INSPIRE A PHILANTHROPIC CULTURE THAT IS INCLUSIVE AND SUPPORTIVE OF TRANSGENDER PEOPLE IN BOTH GRANTMAKING AND DECISION-MAKING. IN 2024, THE INITIATIVE OFFERED THE GUTC LEADERSHIP FELLOWSHIP, PROVIDING SIX TRANSGENDER AND NON-BINARY PROFESSIONALS IN PHILANTHROPY WITH SUPPORT, PEER NETWORKING, AND PROFESSIONAL DEVELOPMENT ACTIVITIES. WE CURRENTLY HAVE 25 GRADUATES OF THE PROGRAM.
named programs · 2 · from sources
What they call their work
Grantmakers United for Trans Communities (GUTC)
Leadership fellowship program that supports transgender and non-binary professionals in philanthropy through peer networking, professional development, and capacity building
Out in the South
Initiative to increase foundation funding for LGBTQ communities in the U.S. South by raising awareness and providing planning and matching grants to strengthen regional LGBTQ philanthropic funds
activities · 8 groups
What they do
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LGBTQ+ Community Grantmaking 3 activities
- Funds planning and matching grants to strengthen LGBTQ funds in the U.S. SouthAwards multi-year planning and matching grants to strengthen regional LGBTQ funds in the U.S. South, with documented disbursements totaling over $3.5 million across multiple years to support organizational capacity and sustainability.
- Produces annual Resource Tracking Reports and related research on LGBTQ philanthropyCompiles and analyzes grant data to publish the annual Resource Tracking Report, which identifies trends, gaps, and opportunities in U.S. foundation funding for LGBTQ communities. Also produces specialty reports, issue briefs, and interactive data visualizations such as the Resource Tracking Data Explorer to inform funder strategies.
- Recognizes and supports a national network of LGBTQ-focused fundersMaintains and lists a membership network of over 100 foundations and philanthropic institutions that collectively award approximately $258 million annually to LGBTQ issues, offering job board access and recognition for members.
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Nonprofit Capacity Building Services 2 activities
- Provides individualized advising and technical assistance to fundersOffers one-on-one training, data queries, and strategic advising to help foundations integrate LGBTQ issues into their grantmaking priorities and improve funding equity.
- Supports capacity-building initiatives for Southern LGBTQ movementsProvides institutional and strategic support to capacity-building initiatives such as the Southern Power Fund and the Southern Movement Infrastructure Exchange to strengthen movement infrastructure and funding coordination in the U.S. South.
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Professional Development for Fundraising and Philanthropy Practitioners 1 activity
- Convenes grantmakers through regular meetings, working groups, and funder networksOrganizes regular gatherings, working groups, and funder organizing tables to connect LGBTQ-focused grantmakers, deepen strategic grantmaking, and expand philanthropic support. Includes virtual meetings, peer learning spaces, and initiatives like the Southern Movement Infrastructure Exchange.
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Organized Member Social Events 1 activity
- Hosts Membership Tour events to engage LGBTQ philanthropy communities regionallyConducts a nationwide Membership Tour with regional events in cities such as Seattle, Washington, D.C., Los Angeles, and Oakland to strengthen connections with local funders and share organizational updates.
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Professional Networking Events 1 activity
- Hosts the annual Funding Forward conference and related gatherings for LGBTQ fundersOrganizes the annual Funding Forward conference and related events, including virtual sessions and regional stops, bringing together over 300 LGBTQ and allied funders and movement leaders annually to connect, learn, and coordinate funding strategies.
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Podcast and Radio Production 1 activity
- Produces podcast and public conversations on LGBTQ philanthropy and movement buildingProduces and publishes the podcast Justice Ain't Cheap and hosts public conversations, including fireside chats, to advance dialogue on LGBTQ movement building, philanthropy, and collective action.
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Flexible Grants to Grassroots Organizations 1 activity
- Provides direct funding to community-rooted LGBTQ groups for mutual aid and emergency supportDistributes general operating grants totaling $30,000 annually through three $10,000 awards to grassroots organizations providing mutual aid, microgrants, and emergency support to LGBTQ communities.
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Leadership Development Programs 1 activity
- Supports trans and gender nonconforming leadership in philanthropy through a 12-month fellowshipRuns a 12-month fellowship program for trans and gender nonconforming (TGNC) professionals in philanthropy, providing leadership development, peer networking, professional development funding, coaching, and hybrid retreats. The program has supported cohorts annually, with 25 graduates as of 2024.
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financials · form 990 · fy2024
revenue
Total revenue$3.92M
Contributions & grants$3.87M99%
Program service revenue$49K1%
Investment income$-6K-0%
Other revenue$0
expenses
Total expenses$3.67M
Program expenses79%
Admin / overhead10%
Fundraising10%
Salaries & benefits$1.97M
Grants paid out$650K
Largest expense lineCompensation
balance sheet
Total assets$5.74M
Cash$509K
Investments$3.62M
Liabilities$837K
Net assets$4.90M
Liquid reserves13.5 mo
5 years on record · 2020–2024 · YoY revenue +27.7%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| SAIDA AGOSTINI-BOSTIC | PRESIDENT | 32 | $252K |
| STEPHEN SWITZER | DIRECTOR | 32 | $175K |
| ALEX LEE | DEPUTY DIRECTOR | 32 | $172K |
| APRIL BETHEA | DIRECTOR | 32 | $154K |
| CLEOPATRA ACQUAYE-REYNOLDS | DIRECTOR | 32 | $154K |
| ALYSSA LAWTHER | SENIOR RESEARCH OFFICER | 32 | $122K |
board members · 18
- ALDITO GALLARDO — BOARD MEMBER
- ANA CONNER — BOARD MEMBER
- CATHY KAPUA — BOARD MEMBER
- CYNTHIA RENFRO — VICE CHAIR
- DESIREE FLORES — BOARD MEMBER
- EUGENIO SMITH — BOARD MEMBER
- GLO ROSS — BOARD MEMBER
- JONATHAN JAYES-GREEN — SECRETARY/BOARD MEMBER
- JUDY YU — BOARD MEMBER
- KAREN APPELBAUM — TREASURER/BOARD MEMBER
- KATIE CARTER — BOARD MEMBER
- KELLI KING-JACKSON — BOARD MEMBER
- LANE HARWELL — BOARD MEMBER
- MARIA MIRANDA — BOARD MEMBER
- NAMITA CHAD — BOARD MEMBER
- PAULINA HELM-HERNNDEZ — VICE CHAIR/BOARD MEMBER
- TRISHALA DEB — BOARD MEMBER
- WILLIAM BILL SMITH — BOARD MEMBER
relationships · 80
Who they work with
- Amara Reese-Hansell Partner — Director of External Affairs at Funders for LGBTQ Issues
- Arcus Foundation Partner — Cindy Rizzo, a Senior Advisor at Arcus Foundation, was recognized with the Reed Erickson Award for Trailblazing Leadership.
- Astraea Foundation Partner — Kate Fenner-Lux of Astraea Foundation serves on the QTPIES advisory council.
- Astraea Lesbian Foundation for Justice Partner — Honored with the OUT for Impact Award for impactful grantmaking in LGBTQ communities.
- Black Trans Fund Partner — Received the Grantmakers United for Trans Communities (GUTC) Leadership Award for transforming philanthropy to support Black trans communities.
- Borealis Philanthropy Partner — Partner organization where Kiyomi Fujikawa supported the launch of the Fund for Trans Generations; also home to the Fund for Trans Generations, a recipient of the GUTC Leadership Award.
- California Wellness Foundation Partner — Partnered on a Membership Tour stop in Los Angeles.
- Campaign for Southern Equality Partner — Jointly awarded the Out in the South Award for leadership in grantmaking for LGBTQ communities in the U.S. South.
- Common Counsel Foundation Partner — Member organization represented on the Funding Forward planning committee.
- Contigo Fund Partner — Marco Antonio Quiroga, affiliated with the Contigo Fund, was honored with the Reed Erickson Trailblazing Leadership Award.
- Disability & Philanthropy Forum Partner — Razz Sharpless of Disability & Philanthropy Forum serves on the QTPIES advisory council.
- Disability and Philanthropy Forum Partner — Partnered on a Membership Tour stop in Oakland.
- Emergent Fund Partner — Member organization represented on the Funding Forward planning committee.
- Emerging Practitioners in Philanthropy Partner — Elyse Gordon and Sai Bryant from Emerging Practitioners in Philanthropy serve on the QTPIES advisory council.
- Emerging Practitioners in Philanthropy Partner — Member organization represented on the Funding Forward planning committee.
- Foundation for a Just Society Partner — Member organization represented on the Funding Forward planning committee.
- Foundation for a Just Society Partner — Received the Out for Impact Award for its commitment to LGBTQ issues as a non-LGBTQ funder.
- Fund for Trans Generations at Borealis Philanthropy Partner — Recipient of the Grantmakers United for Trans Communities (GUTC) Leadership Award for significant leadership in grantmaking for trans communities.
- Funders Committee for Civic Participation (FCCP) Partner — Co-sponsored Episode 3 of the Justice Ain't Cheap podcast.
- Funders United for Democracy & Trans Justice Coalition — Joint initiative to align philanthropic resources with democracy and trans justice efforts.
- Funders for Reproductive Equity (FRE) Partner — Co-sponsored Episode 2 of the Justice Ain't Cheap podcast.
- GUTC Working Group Partner — Collaborates with the GUTC Working Group on fellowship selection and program design.
- Gilmour-Jirgens Fund Partner — Current member of Funders for LGBTQ Issues.
- Global Philanthropy Project Partner — Collaborated with the Global Philanthropy Project on research related to the impact of federal funding cuts on LGBTQ grantmaking.
- Global Philanthropy Project Partner — Collaborates with Global Philanthropy Project on the Global Resources Report.
- Goldman Family DAF Partner — Current member of Funders for LGBTQ Issues.
- Grantmakers for Effective Organizations Partner — Rickke Mananzala, board member of Grantmakers for Effective Organizations, was recognized with the Reed Erickson Award.
- Grantmakers in the Arts Partner — Jaime Sharp of Grantmakers in the Arts serves on the QTPIES advisory council.
- Grantmakers in the Arts Partner — Member organization represented on the Funding Forward planning committee.
- H. van Ameringen Foundation Partner — Current member of Funders for LGBTQ Issues.
+ 50 more
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Comprehensive Support Model for Granteesmethodology: comprehensive_support_modelBy providing unrestricted grants alongside technical assistance, networking, and advocacy support, the organization strengthens grantee capacity because holistic, flexible support enables organizations to respond dynamically to community needs.
- Evidence-Based Advocacy Through Data Transparencymethodology: evidence-based advocacyBy systematically tracking and publicly reporting on LGBTQ funding flows using IRS 990s and direct submissions, the organization increases transparency and informs funder decision-making because data visibility shifts philanthropic priorities and improves accountability.
- Intersectional Integration in Philanthropymethodology: intersectional integrationBy helping funders integrate LGBTQ considerations across existing program areas rather than siloing them, the organization advances more equitable funding because intersectional approaches correct systemic underfunding and treat LGBTQ issues as central, not niche.
- Networked Funder Mobilizationmethodology: network_buildingBy building and convening a national network of funders, the organization increases collective philanthropic impact on LGBTQ communities because shared learning, coordination, and relationship-deepening lead to greater resource mobilization and aligned grantmaking.
- Participatory and Trans-Inclusive Grantmakingmethodology: participatory_grantmakingBy centering trans and non-binary leaders in decision-making and using participatory processes guided by community steering committees, the organization builds a more inclusive philanthropic culture because shared power increases legitimacy, responsiveness, and impact on lived experiences.