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EIN 27-3018135

Confluence Philanthropy

IRS 501(c) type
501(c)(3)
Num. employees
11
City
New York
State
New York
Year formed
2010
Most recent tax filings
2023-06-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
Confluence Philanthropy transforms investing practices by aligning capital with sustainability, equity, and justice values. The organization aims to increase mission-related investing among charitable foundations and non-profit organizations. It is based in New York, NY.
Total revenues
$2,376,299
2023
Total expenses
$2,278,807
2023
Total assets
$2,635,091
2023
Num. employees
11
2023

Program areas at Confluence Philanthropy

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

Who funds Confluence Philanthropy

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
James and Rebecca Morgan Family FoundationGeneral Support$400,000
Stupski FoundationTo Provide General Operating Support.$100,000
The Nathan Cummings FoundationRacial Equity Investing Coalition | Phase 2$75,000
...and 32 more grants received totalling $1,088,655

Personnel at Confluence Philanthropy

NameTitleCompensation
Dana LanzaChief Executive Officer$243,799
Michael Francisco-McGuireChief Operating Officer$161,049
Jason BabbieVice President of Programs$153,198
David Estrada Resigned By Year EndManaging Director$139,764
Sarnai ChuluunbaatarMember Relations Director$112,788
...and 6 more key personnel

Financials for Confluence Philanthropy

RevenuesFYE 06/2023
Total grants, contributions, etc.$1,924,570
Program services$396,367
Investment income and dividends$53,429
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,933
Total revenues$2,376,299

Form 990s for Confluence Philanthropy

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-13990View PDF
2022-062023-05-10990View PDF
2021-062023-06-26990View PDF
2021-062022-07-11990View PDF
2020-062021-05-26990View PDF
...and 11 more Form 990s

Organizations like Confluence Philanthropy

OrganizationLocationRevenue
Wisconsin Philanthropy NetworkMilwaukee, WI$824,667
Taproot FoundationNew York, NY$5,664,173
GenerouslifeFranklin, TN$820,466
The Friends of Green ChimneysBrewster, NY$1,495,270
George Lopez FoundationWoodland Hills, CA$607,106
Bresee FoundationLos Angeles, CA$4,535,154
Liberty FoundationAmsterdam, NY$959,667
Meadowlark Hills FoundationManhattan, KS$941,148
The Waterfront FoundationJamestown, NY$3,234,806
Bridges Impact FoundationBoston, MA$1,189,557
Data update history
August 2, 2024
Received grants
Identified 5 new grant, including a grant for $50,000 from W.K. Kellogg Foundation (WKKF)
May 18, 2024
Received grants
Identified 19 new grant, including a grant for $100,000 from Stupski Foundation
January 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 15, 2024
Updated personnel
Identified 3 new personnel
December 28, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
MembershipsTax deductible donationsAccepts online donations
General information
Address
215 Lexington Ave 10th FL
New York, NY 10016
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
confluencephilanthropy.org/ 
Phone
(917) 997-6577
IRS details
EIN
27-3018135
Fiscal year end
September
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0209555
FTB Entity ID
3675291
AB 488 data last updated ("as-of") date
2024-12-04
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