CLIMATE AND CLEAN ENERGY EQUITY FUND

WASHINGTON, DC, 20005-4281 (202) 595-1061 Est. 2022 EIN 87-4680230
C01— Environment Form 990 501(c)(3)
HTTPS://WWW.THEEQUITYFUND.ORG/

Mission

THE EQUITY FUND BELIEVES THAT DURABLE PROGRESS ON CLIMATE ACTION REQUIRES A BROAD, DIVERSE, AND POWERFUL BASE OF POPULAR SUPPORT THAT ADVANCES ECONOMIC, GENDER AND RACIAL EQUITY. WE PAIR DEEP AND SUSTAINED FUNDING WITH EXPERT POLICY ANALYSIS AND NARRATIVE STRATEGY TO BUILD AUTHENTIC POWER IN COMMUNITIES, STATE BY STATE. TOGETHER WITH OUR PARTNERS, WE DELIVER EQUITABLE CLIMATE PROGRESS, TRANSFORM PUBLIC NARRATIVES ABOUT CLIMATE CHANGE, AND BUILD POLITICAL WILL FOR LASTING PUBLIC POLICIES TO SECURE A FUTURE WE ALL DESERVE.

Giving Portfolio

Total Grants
93
Total Giving
$17.3M
Recipients
93
Years Active
2024
Avg grant: $186,503 Median: $150,000

Sectors Funded

Civil Rights & Advocacy
20
Environment
19
Education
12
Human Services
8
Community Improvement
8
Public & Societal Benefit
5
Philanthropy & Grantmaking
4
Religion-Related
2
and 5 more sectors

Top States

Arizona
10
North Carolina
9
Minnesota
8
Georgia
7
Florida
7
Maryland
7
Virginia
6
Pennsylvania
6
and 11 more states

Grantee Size Profile

$1M - $5M
35
$5M - $10M
19
$10M - $50M
15
$500K - $1M
12
Over $50M
5
$100K - $500K
3

Top Grantees

and 15 more grantees

Grants Awarded · 90 grants

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Financials

Total Revenue
$29,514,763
Total Expenses
$25,704,998
Net Assets
$42,085,251
37 employees 4 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
19.6 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 24.5%
Expenses ↑ >999%
Revenue Sources
Contributions 95.3% Investment 4.7%
Expense Breakdown
Program 80.9% Management 15.5% Fundraising 3.6%

Officers & Trustees (11)

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Filing History (2 filings)

YearRevenueExpensesNet Assets
2024 Form 990$29,514,763 $25,704,998$42,085,251
2023 Form 990$39,078,325 $834,371$38,243,954

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EIN: 87-4680230 · Source: IRS Form 990 e-file data