2025-09-17T01:23:38-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-01-01 260270711 GATEWAY TO LEADERSHIP FOUNDATION GATE 6468688500 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 CRAIG PFEIFFER PRESIDENT 6468688500 2025-09-16 1 1 LAURA KIELCZEWSKI P00740769 3016529100 2025-09-15 2024 2025-03-06 01:10:19Z CRAIG PFEIFFER 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 356160 0 X WWW.MMINST.ORG/GATEWAY-FOUNDATION X 2007 DC THE GATEWAY FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION ESTABLISHED BY THE MONEY MANAGEMENT INSTITUTE TO BUILD MEANINGFUL CHANGE IN THE FINANCIAL SERVICES INDUSTRY BY ADVANCING DIVERSITY, EQUITY, AND INCLUSION. TAPPING INTO MMI'S VAST NETWORK OF INDUSTRY MEMBER FIRMS, WE CAN INITIATE SWEEPING CHANGES THAT ENABLE US TO MAKE THIS GOAL A REALITY BY OPENING DOORS TO HISTORICALLY MARGINALIZED COMMUNITIES THROUGH PREPARATION, EDUCATION, AND SKILL DEVELOPMENT. THROUGH OUR STRATEGIC INITIATIVES, WE SUPPORT PROGRAMS THAT PROMOTE CAREER GROWTH AT EVERY STAGE. 15 15 0 15 0 0 450274 321776 0 0 0 0 -108836 -21593 341438 300183 0 0 0 0 159992 164889 0 0 0 71488 109311 231480 274200 109958 25983 322046 354346 47929 54246 274117 300100 X THE GATEWAY FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION ESTABLISHED BY THE MONEY MANAGEMENT INSTITUTE TO BUILD MEANINGFUL CHANGE IN THE FINANCIAL SERVICES INDUSTRY BY ADVANCING DIVERSITY, EQUITY, AND INCLUSION. TAPPING INTO MMI'S VAST NETWORK OF INDUSTRY MEMBER FIRMS, WE CAN INITIATE SWEEPING CHANGES THAT ENABLE US TO MAKE THIS GOAL A REALITY BY OPENING DOORS TO HISTORICALLY MARGINALIZED COMMUNITIES THROUGH PREPARATION, EDUCATION, AND SKILL DEVELOPMENT. THROUGH OUR STRATEGIC INITIATIVES, WE SUPPORT PROGRAMS THAT PROMOTE CAREER GROWTH AT EVERY STAGE. 0 0 274200 THE GATEWAY FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION ESTABLISHED BY THE MONEY MANAGEMENT INSTITUTE TO BUILD MEANINGFUL CHANGE IN THE FINANCIAL SERVICES INDUSTRY BY ADVANCING DIVERSITY, EQUITY, AND INCLUSION. TAPPING INTO MMI'S VAST NETWORK OF INDUSTRY MEMBER FIRMS, WE CAN INITIATE SWEEPING CHANGES THAT ENABLE US TO MAKE THIS GOAL A REALITY BY OPENING DOORS TO HISTORICALLY MARGINALIZED COMMUNITIES THROUGH PREPARATION, EDUCATION, AND SKILL DEVELOPMENT. THROUGH OUR STRATEGIC INITIATIVES, WE SUPPORT PROGRAMS THAT PROMOTE CAREER GROWTH AT EVERY STAGE. 274200 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 X SAMANTHA GREENSTEIN 6468688500 1410 BROADWAY SUITE 2601 NEW YORK NY 10018 X BRENDAN CLARK MEMBER 1.00 X 0 0 0 CHRISTIE BELLE GARCIA MEMBER 1.00 X 0 0 0 CHRISTOPHER WATERS MEMBER 1.00 X 0 0 0 CRAIG PFEIFFER PRESIDENT 1.00 X X 0 0 0 CRISTINA SANTOS MEMBER 1.00 X 0 0 0 JEFF CARLIN MEMBER 1.00 X 0 0 0 JILL BROWN MEMBER 1.00 X 0 0 0 KAREN HEATH-WADE MEMBER 1.00 X 0 0 0 LAUREN ZIADIE MEMBER 1.00 X 0 0 0 MARC BROOKMAN MEMBER 1.00 X 0 0 0 MARQUES HIGHLAND MEMBER 1.00 X 0 0 0 PRIYA UDESHI CRICK MEMBER 1.00 X 0 0 0 RAYMONE JACKSON MEMBER 1.00 X 0 0 0 TONIA BOTTOMS MEMBER 1.00 X 0 0 0 TROY THORNTON MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 107466 214310 321776 34384 107466 55977 -21593 -21593 300183 0 0 -21593 164889 164889 5680 5680 661 661 50800 50800 FINANCIAL LITERACY FUND 50000 50000 CREDIT CARD FEES 2170 2170 274200 274200 0 0 284546 354346 37500 322046 354346 47929 49246 5000 47929 54246 X 186104 241693 88013 58407 274117 300100 322046 354346 25983 0 X 1 X 0 0 0 X 132346 54525 298179 450274 321776 1257100 132346 54525 298179 450274 321776 1257100 10000 7681 17681 0 10000 7681 17681 1239419 18214 18214 150560 54525 298179 450274 321776 1275314 0.97190 0.95420 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: GTL IS EXEMPT FROM FEDERAL INCOME TAX BASED ON THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. MMI AND GTL BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. MMI AND GTL RECOGNIZE INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE TAX JURISDICTION OF THE DISTRICT OF COLUMBIA. IMPACT NIGHT 141850 107466 34384 55977 141850 107466 34384 55977 55977 -21593 FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN AND PRESIDENT OF THE BOARD RECEIVE A COPY OF THE FEDERAL FORM 990 FOR REVIEW AND ANY QUESTIONS ARE ADDRESSED WITH THE PRESIDENT PRIOR TO THE FORM 990 BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE GATEWAY TO LEADERSHIP FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.