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US nonprofit · EIN 922069788 · Bethesda, MDiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 922069788) - 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 30 June 2025: 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.Licence US Federal Government public domain.How we handle data

Climate United Fund

Donations deductible
Revenue
$48.9m
year to 30 June 2025
Expenses
$27.8m
year to 30 June 2025
Total assets
$7.02bn
$7bn liabilities
Net assets
$20.3m
assets less liabilities
Directors and trustees
16
2.5 years on average
Staff
0
16 volunteers
Chair observed
≥1 yr
Frederick B Bart Harvey III
Left since last filing
0
no seats appear to have opened
How am I connected?

Climate United Fund's network

16 people3 organisationsi16 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (3) 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

16 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 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Frederick B Bart Harvey III ChairDirector/Chair (Until 06/24)2024
2 yrs
Jennifer Pryce ChairDirector/Chair (As of 06/24)2023
3 yrs
Andrew MarinoDirector2024
2 yrs
Brendan HerronDirector2024
2 yrs
Crystal GermanDirector2024
2 yrs
Dolores HuertaDirector2024
2 yrs
Harold PettigrewDirector2024
2 yrs
Lori LEA Pourier Ogala LakotaDirector2024
2 yrs
Martin D EakesDirector2024
2 yrs
Meesha BrownDirector2024
2 yrs
Mindy LubberDirector2024
2 yrs
Patrice WilloughbyDirector2024
2 yrs
Phil AngelidesDirector2024
2 yrs
Rafael E CesteroDirector2024
2 yrs
Renee SattiewhiteDirector2024
2 yrs
Sadie McKeownDirector2024
2 yrs
Under 5 years5 to 6 years6 years or moreShow all 16 →

Officers and senior leadership

3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Derek StrocherChief Financial Officer2023
Elizabeth BaffordPresident/CEO2024
Emmeline LIUSecretary/General Counsel2024

Pay and hours

year to 30 June 2025iFrom 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
Elizabeth BaffordCEO and President35$314k$27k
Michael GrossmanChief Invest. Officer (From 06/24)40$175k$8k
Emmeline LiuGeneral Counsel22$145k$18k
Krystal LangholzChief Community Officer32$137k$12k
Cortney MukushiAssoc. General Counsel (From 05/24)33$116k
Kevin FanfoniDirector of Investments30$113k$11k
Anthony CostelloChief Oper. Officers (From 09/24)40$101k
Stephanie SeibergVP, Acct & Fin (Until 6/25)40$50k
Jennifer PryceDirector/Chair1$0
Lori Lea Pourier Ogala LakotaDirector1$0
Harold PettigrewDirector1$0
Sadie McKeownDirector1$0
Andrew MarinoDirector (Until 02/25)1$0
Mindy LubberDirector1$0
Dolores HuertaDirector1$0
Brendan HerronDirector (Until 12/24)1$0
Crystal GermanDirector1$0
Rafael E CesteroDirector1$0
Martin D EakesDirector1$0
Meesha BrownDirector1$0
Phil AngelidesDirector1$0
Deborah BurandDirector (From 03/25)1$0
Renee SattiewhiteDirector1$0
Patrice WilloughbyDirector1$0

About

Legal name
Climate United Fund
EIN
922069788
Address
7550 Wisconsin Ave 8th Floor, Bethesda, MD, 20814-3559
State
Maryland
Mission
Demonstrating the benefits of the clean enegy transition through investments in three priority areas - distributed power generation and storage, building decarbonization and electric transportation. (as filed on the Form 990)
Activity (NTEE)
C20 Environment
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Environment
Size band
9 (IRS master file code)
Formed
2022
Principal officer
Elizabeth Bafford (as named on the Form 990)
IRS ruling date
1 June 2023
Status
Code 01 (unconditional exemption)
Form 990 filings on record
2, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedINVESTMENT MANAGEMENTCalvert Impact CapitalRelatedINVESTMENT MANAGEMENTCalvert Impact IncRelatedINVESTMENT MANAGEMENTCalvert Impact Climate Inc

Longest observed on the filings

≥3years on the filingsJennifer Pryce
≥2years on the filingsFrederick B Bart Harvey III
≥2years on the filingsAndrew Marino
≥2years on the filingsBrendan Herron

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$7.02bn
Total liabilities
$7bn
Net assets or fund balances
$20.3m
Contributions and grants received
$46.9m
Program service revenue
$0
Grants and similar paid out
$12.7m
Employees
0
Volunteers
16

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$466k$1.8mDeficit $1.4m

As filed on the IRS Form 990. US dollars.

Grants paid

2 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
CPC Climate Capital LLCSupport for national clean investment fund grant$10.7m
Self-Help Climate Capital LLCSupport for national clean investment fund grant$2m