From public IRS filings
ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT
SAN JOSE, CA · Community Improvement
Mission
TO DELIVER AFFORDABLE CAPITAL AND RESPONSIBLE FINANCIAL SOLUTIONS TO (CONTINUED ON SCHEDULE O) UNDERSERVED ENTREPRENEURS AND COMMUNITIES, WITH A SPECIAL FOCUS ON LOW-INCOME PEOPLE, PEOPLE OF COLOR, AND WOMEN.
Financials (IRS Form 990)
Total revenue
$44.5M
Total expenses
$55.5M
Total assets
$217.3M
Program expense ratio
82%
Source: IRS Form 990, tax year 2023.
Who funds ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT
$38.5M in foundation grants on record from 27 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| Chicago Community Trust | $23M | 1 |
| Vanguard Charitable Endowment Program | $3.7M | 4 |
| Fidelity Investments Charitable Gift Fund | $3.2M | 4 |
| Great Rivers Community Trust | $2.2M | 4 |
| Accion Opportunity Fund | $1.7M | 3 |
| Silicon Valley Community Foundation | $1.3M | 3 |
| California Endowment | $886K | 3 |
| Truist Foundation | $500K | 1 |
| Tides Foundation | $450K | 4 |
| Wk Kellogg Foundation | $400K | 2 |
Leadership
DAVID COULTAS — CHIEF FINANCIAL & OPERATING OFFICER (Principal officer)
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