irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $112KMAKING IMPACTFUL INVESTMENTS THAT FURTHER HUMAN PROSPERING AND WELL-BEING, PRIMARILY (BUT NOT EXCLUSIVELY) FOCUSING ON SCIENTIFIC RESEARCH EFFORTS AND EARLY-STAGE TECHNOLOGIES. NETA HAS COINED THE TERM "GRANTVESTMENTS" (TM) FOR ITS UNIQUE VEHICLE TO DEPLOY PHILANTHROPIC CAPITAL IN THE FORM OF DEBT, EQUITY, RECOVERABLE GRANTS, OR ROYALTY AGREEMENTS THAT MEET DEFINED MISSION-BASED CRITERIA. THE INVESTMENTS ARE INTENDED TO ACHIEVE A PROGRAMMATIC RETURN ALIGNED WITH NETA'S EXEMPT PURPOSE. GRANTVESTMENTS THAT ARE NOT RECOVERABLE GRANTS ARE LISTED IN SCHEDULE D, PART VIII.
named programs · 3 · from sources
What they call their work
Fiscal Sponsorships
Provides fiscal sponsorship for philanthropically aligned projects, funds, and early-stage ventures, enabling them to receive tax-deductible donations and operate under Neta’s 501(c)(3) status
GrantVestments
Hybrid funding mechanism combining philanthropy and venture investment, allowing donors to deploy capital into high-impact early-stage technologies with potential financial return recycled into their DAF
Philanthropic Consulting
Advises donors on structuring and executing GrantVestments and designing personalized philanthropic strategies aligned with their impact goals
activities · 3 groups
What they do
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Donor-Advised Fund Grantmaking 1 activity
- Operates a Donor Advised Fund (DAF) platform enabling donor-recommended hybrid investmentsManages a DAF platform that facilitates donor-recommended GrantVestments in high-impact startups, mission-aligned funds, and research projects, including execution, compliance, and aggregation. Provides donors with a dashboard for tracking investments and accessing progress metrics and data rooms.
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Film Production Funding and Fiscal Sponsorship 1 activity
- Provides fiscal sponsorship for philanthropically aligned projects and early-stage venturesOffers fiscal sponsorship services that enable projects, funds, and early-stage ventures to launch quickly and begin raising tax-deductible funds within days.
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Uncategorized 1 activity
- Funds scientific research and early-stage technologies using hybrid grant-investment instruments ("GrantVestments")Deploys GrantVestments — a blend of grants, debt, equity, recoverable grants, and royalty agreements — to finance breakthroughs in deep tech and scientific research with potential mission-aligned returns. This model supports pre-commercialization technologies from leading research institutions.
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financials · form 990 · fy2024
revenue
Total revenue$8.69M
Contributions & grants$8.54M98%
Program service revenue$00%
Investment income$149K2%
Other revenue$6K
expenses
Total expenses$827K
Program expenses94%
Admin / overhead6%
Fundraising0%
Salaries & benefits$0
Grants paid out$752K
Largest expense lineProfessional Fees
balance sheet
Total assets$7.91M
Cash$209K
Investments$7.44M
Liabilities$121
Net assets$7.91M
Liquid reserves111.0 mo
1 years on record · 2024–2024
leadership · form 990 part vii · fy2024
Who runs it
board members · 6
- ALON LEDERMAN — BOARD CHAIR,TREASURER&CFO
- BAR PEREG — TRUSTEE
- DANIELLE FLUG CAPALINO — CEO AND TRUSTEE
- GREG LEVIN — TRUSTEE
- KATIE LESSER — SECRETARY
- PERRY TEICHER — TRUSTEE
relationships · 10
Who they work with
- Aura Partner — Courtney Cardin, Co-founder & Chief Product/Business Officer of Aura, serves on the NETA FOUNDATION Advisory Board
- Ben Gurion University Partner — Terri Alpert serves as entrepreneur-in-residence and board of governors member at Ben Gurion University, and is on the NETA FOUNDATION Advisory Board
- Hillspire Partner — Perry Teicher, Legal Director, Impact Investing at Hillspire, serves on the NETA FOUNDATION Board of Directors
- Jewish Women INVEST Partner — Robyn Polansky Morrison, co-founder and CEO of Jewish Women INVEST, serves on the NETA FOUNDATION Advisory Board
- New Leaf Climate Partner — Greg Levin, partner at New Leaf Climate, serves on the NETA FOUNDATION Board of Directors
- PollyLabs Partner — Bar Pereg, founder and CEO of PollyLabs, serves on the NETA FOUNDATION Board of Directors
- RAISE Collective Partner — Cari Sommer, Founder and CEO of RAISE Collective, serves on the NETA FOUNDATION Advisory Board
- Typeform Partner — Uses Typeform for investor onboarding survey collection.
- Visible Ventures Partner — Cari Sommer, partner at Visible Ventures, serves on the NETA FOUNDATION Advisory Board
- leading universities and research institutions Partner — Source of early-stage, pre-commercialization technologies in which Neta offers investment opportunities.
strategies · 3
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.
- Catalytic Philanthropy for Early-Stage Innovation 13 orgsmethodology: catalytic_philanthropyBy deploying catalytic capital through fiscal sponsorship and hybrid financing, we accelerate high-impact scientific and technological initiatives that lack formal nonprofit structures, because early intervention reduces risk and attracts follow-on funding from traditional investors.shared approach: Catalytic Capital Recycling →
- Evergreen Impact Reinvestment Cycle 13 orgsmethodology: evergreen_impactBy reinvesting returns from philanthropic investments, we produce a self-sustaining cycle of long-term impact, because evergreen structures preserve and compound capital to support future high-risk, high-reward scientific and technological breakthroughs.shared approach: Catalytic Capital Recycling →
- GrantVestments™: Hybrid Philanthropic Investment Model 13 orgsmethodology: grantvestmentBy combining grant, debt, equity, and royalty structures into hybrid financial instruments (GrantVestments™), we produce measurable programmatic and financial returns, because this venture-style approach de-risks high-impact scientific and deep tech projects while retaining economic upside and recycling capital for long-term impact.shared approach: Catalytic Capital Recycling →