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Governance Register
US nonprofit · EIN 134166228 · New York, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 134166228) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

Acumen Fund Inc's network

14 people10 organisationsi14 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Shaiza Rizavi ChairBoard Chair (Thru 03/31/24)2018
8 yrs
Andrea Soros ColombelDirector2018
8 yrs
C Hunter BollDirector (Thru 3/31/24)2018
8 yrs
Cristina LjungbergDirector2020
6 yrs
Hans TapariaDirector2022
4 yrs
Jacqueline NovogratzCEO & Director2018
8 yrs
Juan Carlos Mora UribeDirector (From 10/2/24)2024
2 yrs
Karen PatersonDirector2019
7 yrs
Kathleen Chew WAI LINDirector2019
7 yrs
Kirsten Nevill-ManningDirector2018
8 yrs
Margo AlexanderDirector (Thru 3/31/24)2018
8 yrs
Matthew CoureyDirector2023
3 yrs
Nate LaurellDirector2018
8 yrs
Thulasiraj RavillaDirector2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 14 →

Officers and senior leadership

31 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Alberto Gomez ObregonDirector, Portfoliosince 2018
Alexander DichterChief Innovation Officer2018
Alexandra GordonChief of Communications2024
Alexandra TrabulsiDirector, Philanthropysince 2022
Alexandra Trabulsi Head ofBusiness Development, West Coastsince 2019
Amon AndersonDirector, Acumen Americasince 2018
Amrita BhandariChief of Insights & Strategysince 2018
Batool HassanDirector, Leadershipsince 2018
Carlyle Singer JonesPresidentsince 2018
Catherine C NandaDirector, Acumen Americasince 2018
Eleanor MurphyDirector, Leadership2022
Eleanor Murphy Head ofBusiness Development, East Coastsince 2018
Jacqueline WOOChief Financial Officersince 2018
Jiwoo ChoiChief of Strategic Initiatives2024
JO-ANN TANDirector, Leadershipsince 2018
Joanna McQuadeDirector, Talentsince 2018
Jules SamainManaging Director, H2R2024
Katherine ParkerChief of Academy2024
Kevin Lehman AssociateDirector, Fundraising (Until 12/7/23)2023
Lynn RolandBoard Secretary/General Counselsince 2018
Michelle OsorioInvestment Dir., Kawisafi Venturessince 2022
Otho Edgar KerrChief Investment Officer2020
Sabrina Lee Ortega SanchezHead of Business Dev., Foundationssince 2020
Sachindra RudraChief Investment Officer2018
Sandra HalilovicDirector of Investments, H2R2024
Sarah BieberDirector, Fundraisingsince 2022
Virgilio BarcoLatin America Directorsince 2018
William CharnockChief of Marketing (Until 6/30/23)since 2020
William Charnock ChiefMarketing Officer As of April 20192019
Yasmina ZaidmanChief Strategic Partnerships Officersince 2018
Yasmina Zaidman ChiefStrategic Partnerships Officer2020

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Jacqueline NovogratzCEO & Director39.5$393k$39k
Carlyle Singer JonesPresident39.5$352k$22k
Amrita BhandariChief of Insights & Strategy40$293k$9k
Lynn RolandBoard Secretary/General Counsel35$284k$53k
Yasmina ZaidmanChief of Development & Partnerships40$282k$52k
Katherine ParkerChief of Academy40$270k$9k
Catherine C NandaDirector, Acumen America0$252k$36k
Jiwoo ChoiChief of Strategic Initiatives40$247k$21k
Jules SamainManaging Director, H2R40$231k$9k
Amon AndersonDirector, Acumen America0$220k$35k
Alexandra GordonChief of Communications40$207k$5k
Sandra HalilovicDirector of Investments, H2R40$201k$470
Sarah BieberDirector, Development & Partnerships40$197k$6k
Jacqueline WooCFO (Thru 8/9/24)39.5$194k$34k
Margo AlexanderDirector (Thru 3/31/24)1$0
Kathleen Chew Wai LinDirector1$0
Matthew CoureyDirector1$0
C Hunter BollDirector (Thru 3/31/24)1$0
Nate LaurellDirector1$0
Cristina LjungbergDirector1$0
Kirsten Nevill-ManningDirector1$0
Karen PatersonDirector1$0
Thulasiraj RavillaDirector1$0
Andrea Soros ColombelDirector1$0
Hans TapariaDirector1$0
Juan Carlos Mora UribeDirector (From 10/2/24)1$0
Nate LaurellBoard Chair (From 4/1/24)1$0
Shaiza RizaviBoard Chair (Thru 03/31/24)1$0

Colorado roster

30 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263015825). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
C. Hunter BollDirector
Kathleen Chew Wai LinDirector
Karen PatersonDirector
Carlyle Singer JonesPresident
Matthew CoureyDirector
Sabrina Lee Ortega SanchezHead of Business Dev., Foundation
Jacqueline WooChief Financial Officer
Mark TercekDirector
Thulasiraj RavillaDirector
Shaiza RizaviBoard Chair
Yasmina ZaidmanChief of Development & Partnerships
Hannah Tofilska
Catherine C. NandaDirector, Acumen America
Amrita BhandariChief of Insights & Strategy
Andrea Soros ColombelDirector
Sarah BieberDirector, Development & Partnerships
Nathan LaurellDirector
William CharnockChief of Marketing (Until 6/30/23)
Amon AndersonDirector, Acumen America
Kirsten Nevill-ManningDirector
Cristina LjungbergDirector
Hans TapariaDirector
Jacqueline NovogratzCEO & Director
Joanna McQuadeDirector, Talent
Margo AlexanderDirector
Kevin LehmanAssociate Directorr, Fundraising
Michelle OsorioInvestment Dir., Kawisafi Ventures
Carlyle LaurellPresident
Lynn RolandBoard Secretary/General Counsel
Alexandra TrabulsiDirector, Philanthropy

About

Legal name
Acumen Fund Inc
EIN
134166228
Address
40 Worth St Rm 303, New York, NY, 10013-3196
State
New York
Mission
(as filed on the Form 990)
Activity (NTEE)
Q123 International, foreign affairs and national security
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
International, Foreign Affairs & National Security
Size band
9 (IRS master file code)
Formed
2001
Principal officer
Jacqueline Novogratz (as named on the Form 990)
IRS ruling date
1 July 2001
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsShaiza Rizavi
≥8years on the filingsAndrea Soros Colombel
≥8years on the filingsC Hunter Boll
≥8years on the filingsJacqueline Novogratz

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$217.5m
Total liabilities
$13.4m
Net assets or fund balances
$204.1m
Contributions and grants received
$44.1m
Program service revenue
$1.5m
Grants and similar paid out
$4.5m
Employees
140
Volunteers
12

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$46.4m$34.2m$12.2m

As filed on the IRS Form 990. US dollars.

Grants paid

9 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Acumen Capital Partners LLCTechnical assistance for portfolio companies$412k
Refugee Investment Network IncConduct research, educate and advise on how to build and implement durable refugee-lens investing (rli) strategies worldwide$333k
Kaizen Health IncTechnical assistance for portfolio companies$25k
Staten Island Performing Provider System LLCTechnical assistance for portfolio companies$25k
City of Samaritans PBCTechnical assistance for portfolio companies$25k
Free From MarketTechnical assistance for portfolio companies$10k
Farmbox Direct IncTechnical assistance for portfolio companies$10k
Rasa Public Benefit CorporationTechnical assistance for portfolio companies$10k
Zeraki IncTa grant - to enable the grant recipient to improve personalized learning for students using zeraki learning by optimizing ai - via ea educa$10k

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Acumen Fund, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
State
New York
Entity type
Domestic Not-For-Profit Corporation
Status
Active
Formed
2 April 2001
Registered agent
Not stated