THE WALLACE FOUNDATION

Cite this

Plain text THE WALLACE FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/the-wallace-foundation-136183757. Retrieved 2026-10-26.

APA furp.org. (n.d.). THE WALLACE FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 26, 2026, from https://furp.org/org/the-wallace-foundation-136183757

MLA “THE WALLACE FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/the-wallace-foundation-136183757. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $124.1M · expenses $85.9M · assets $1.76B

EIN
13-6183757
Address
140 BROADWAY 49TH FLOOR, NEW YORK, NY 10005-1105
Website
www.wallacefoundation.org
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 1965 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

20 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William I Miller President & Director2020-2024 $1,172,599$5,125,857 1
Thomas Lenehan CIO & Assistant Treasurer2021-2024 $1,462,399$4,860,215 1
Stacy J Martin CFO & Treasurer (end 8/30/2024)2020-2024 $376,021$2,264,567 1
Bronwyn Bevan VP - Research2020-2024 $466,988$2,097,150 1
Joyce Zhang Sr Officer - Invest2021-2024 $462,493$1,757,320 1
Giselle Antoni VP-Youth Development2020-2024 $438,503$1,558,564 1
Talia Shaull CHRO2022-2024 $462,186$1,074,735 1
Signe Conway Sr Officer - Invest2023-2024 $487,483$885,508 1
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary2021-2024 $151,900$550,480 1
Robin Harris VP - Communications2024 $420,665$420,665 1
Jennifer Maimone-Medwick General Counsel & Corporate Secretary (start 6/10/2024)2024 $226,754$226,754 1
Ingrid Rasmussen CFO & Treasurer (start 9/2/2024)2024 $157,921$157,921 1
Rob D Nagel (former) Former CIO, Retired2020-2021 $2,127,745$3,275,797 1
Kenneth Austin (former) General Counsel & Corp Secretary2020-2023 $439,910$1,605,744 1
Bahia Ramos (former) VP - Arts2020-2023 $399,267$1,437,968 1
Patrick Sherwood (former) MD-Investments2020-2021 $460,900$812,614 1
Jody Spiro (former) Dir - Ed. Leadership2020-2021 $362,507$657,760 1
Melkeya McDuffie (former) CHRO & Assistant Corporate Secretary2020-2021 $432,288$491,575 1
Sharon W Clark (former) CAO & Assistant Corp Secretary2020 $452,455$452,455 1
Lucas Held (former) VP - Communications2022 $404,229$404,229 1

Officers and directors, no compensation reported

11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Anne Dinneen Director2020-2024 1 $0 reported 1
Richard L Kauffman Director2020-2024 1 $0 reported 1
Kimberly Nelson Director2024 1 $0 reported 1
Kent McGuire Director2020-2024 1 $0 reported 1
Jorge Ruiz de Velasco Director2020-2024 1 $0 reported 1
Amor Towles Director2020-2024 1 $0 reported 1
Kelly Ungeman Director2022-2024 1 $0 reported 1
Kevin Young Director2024 1 $0 reported 1
Daniel Weiss Director2020-2024 1 $0 reported 1
Mary Beth West Director2020-2024 1 $0 reported 1
Candace Beinecke (former) Director2020-2022 1 $0 reported 1

People by year

2024 · 22 people listed · 12 paid, $6.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Lenehan CIO & Assistant Treasurer50 $1,292,290-$170,109 $1,462,3991
William I Miller President & Director50 $999,548-$173,051 $1,172,5991
Signe Conway Sr Officer - Invest50 $418,757-$68,726 $487,4831
Bronwyn Bevan VP - Research50 $385,983-$81,005 $466,9881
Joyce Zhang Sr Officer - Invest50 $368,952-$93,541 $462,4931
Talia Shaull CHRO50 $366,231-$95,955 $462,1861
Giselle Antoni VP-Youth Development50 $345,218-$93,285 $438,5031
Robin Harris VP - Communications50 $351,480-$69,185 $420,6651
Stacy J Martin CFO & Treasurer (end 8/30/2024)50 $316,523-$59,498 $376,0211
Jennifer Maimone-Medwick General Counsel & Corporate Secretary (start 6/10/2024)50 $216,731-$10,023 $226,7541
Ingrid Rasmussen CFO & Treasurer (start 9/2/2024)50 $157,000-$921 $157,9211
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary40 $97,057-$54,843 $151,9001
Anne Dinneen Director1 $0-$0 $01
Richard L Kauffman Director1 $0-$0 $01
Kimberly Nelson Director1 $0-$0 $01
Kent McGuire Director1 $0-$0 $01
Jorge Ruiz de Velasco Director1 $0-$0 $01
Amor Towles Director1 $0-$0 $01
Kelly Ungeman Director1 $0-$0 $01
Kevin Young Director1 $0-$0 $01
Daniel Weiss Director1 $0-$0 $01
Mary Beth West Director1 $0-$0 $01
2023 · 19 people listed · 11 paid, $5.6M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William I Miller President & Director50 $912,204-$158,871 $1,071,0751
Thomas Lenehan CIO & Asst Treasurer50 $833,419-$134,498 $967,9171
Stacy J Martin CFO & Treasurer50 $434,583-$77,807 $512,3901
Bronwyn Bevan VP - Research50 $372,792-$78,981 $451,7731
Talia Shaull CHRO50 $350,814-$93,007 $443,8211
Kenneth Austin General Counsel & Corp Secretary50 $368,182-$71,728 $439,9101
Giselle Antoni VP-Youth Development50 $331,947-$91,560 $423,5071
Bahia Ramos VP - Arts50 $331,941-$67,326 $399,2671
Signe Conway Officer - Invest.40 $333,033-$64,992 $398,0251
Joyce Zhang Sr Officer - Invest.50 $298,612-$85,853 $384,4651
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary40 $93,324-$54,817 $148,1411
Anne Dinneen Director1 $0-$0 $01
Richard L Kauffman Director1 $0-$0 $01
Kent McGuire Director1 $0-$0 $01
Jorge Ruiz de Velasco Director1 $0-$0 $01
Amor Towles Director1 $0-$0 $01
Kelly Ungeman Director1 $0-$0 $01
Daniel Weiss Director1 $0-$0 $01
Mary Beth West Director1 $0-$0 $01
2022 · 20 people listed · 11 paid, $5.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Lenehan CIO & Asst Treasurer50 $1,321,500-$142,847 $1,464,3471
William I Miller President & Director50 $865,098-$149,967 $1,015,0651
Stacy J Martin CFO & Treasurer50 $412,378-$73,167 $485,5451
Joyce Zhang SO - Investments50 $390,052-$85,342 $475,3941
Bronwyn Bevan VP - Research50 $351,714-$79,599 $431,3131
Kenneth Austin General Counsel & Corp Secretary50 $342,600-$66,887 $409,4871
Lucas Held VP - Communications50 $322,605-$81,624 $404,2291
Giselle Antoni VP-Youth Development50 $314,687-$86,695 $401,3821
Bahia Ramos VP - Arts50 $314,687-$63,566 $378,2531
Talia Shaull CHRO50 $152,564-$16,164 $168,7281
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary40 $86,758-$51,292 $138,0501
Candace Beinecke Director1 $0-$0 $01
Anne Dinneen Director1 $0-$0 $01
Richard L Kauffman Director1 $0-$0 $01
Kent McGuire Director1 $0-$0 $01
Jorge Ruiz de Velasco Director1 $0-$0 $01
Amor Towles Director1 $0-$0 $01
Kelly Ungeman Director1 $0-$0 $01
Daniel Weiss Director1 $0-$0 $01
Mary Beth West Director1 $0-$0 $01
2021 · 20 people listed · 12 paid, $7.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rob D Nagel Former CIO, Retired0 $2,097,122-$30,623 $2,127,7451
William I Miller President & Director50 $830,600-$142,553 $973,1531
Thomas Lenehan CIO & Assistant Treasurer50 $862,988-$102,564 $965,5521
Stacy J Martin CFO & Treasurer50 $398,682-$68,810 $467,4921
Patrick Sherwood MD-Investments50 $414,426-$46,474 $460,9001
Joyce Zhang Senior - Investments50 $358,650-$76,318 $434,9681
Melkeya McDuffie CHRO & Assistant Corporate Secretary50 $355,977-$76,311 $432,2881
Bronwyn Bevan Director - Research50 $341,955-$73,333 $415,2881
Kenneth Austin General Counsel & Corporate Secretary50 $331,194-$63,959 $395,1531
Bahia Ramos Director - Arts50 $304,301-$60,843 $365,1441
Jody Spiro Dir - Ed. Leadership50 $304,244-$58,263 $362,5071
Geraldine Sutera Legal/HR Assoc. & Assistant Corp Secretary40 $72,048-$40,341 $112,3891
Amor Towles Director1 $0-$0 $01
Anne Dinneen Director1 $0-$0 $01
Candace Beinecke Director1 $0-$0 $01
Daniel Weiss Director1 $0-$0 $01
Jorge Ruiz de Velasco Director1 $0-$0 $01
Kent McGuire Director1 $0-$0 $01
Mary Beth West Director1 $0-$0 $01
Richard L Kauffman Director1 $0-$0 $01
2020 · 19 people listed · 11 paid, $4.9M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Rob D Nagel CIO & Assistant Treasurer50 $1,054,000-$94,052 $1,148,0521
William I Miller President & Director50 $809,557-$84,408 $893,9651
Sharon W Clark CAO & Assistant Corp Secretary50 $376,200-$76,255 $452,4551
Stacy J Martin CFO & Treasurer50 $349,942-$73,177 $423,1191
Kenneth Austin General Counsel & corporate Secretary50 $299,257-$61,937 $361,1941
Patrick Sherwood MD-Investments50 $351,714-$0 $351,7141
Bronwyn Bevan Director - Research50 $331,788-$0 $331,7881
Bahia Ramos Director - Arts50 $295,304-$0 $295,3041
Jody Spiro Dir - Ed. Leadership50 $295,253-$0 $295,2531
Giselle Antoni Director - L & E50 $295,172-$0 $295,1721
Melkeya McDuffie CHRO & Assistant Corporate Secretary50 $58,333-$954 $59,2871
Candace Beinecke Director1 $0-$0 $01
Anne Dinneen Director1 $0-$0 $01
Richard L Kauffman Director1 $0-$0 $01
Kent McGuire Director1 $0-$0 $01
Jorge Ruiz de Velasco Director1 $0-$0 $01
Amor Towles Director1 $0-$0 $01
Daniel Weiss Director1 $0-$0 $01
Mary Beth West Director1 $0-$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $2.8M
NameLocationServicePaid
The Hatcher GroupBethesda, MDCommunication Consulting Services$871,917
Community Wealth Partners IncWashington, DCLearning & Enrichment Consulting Services$767,086
Spencer StuartChicago, ILHuman Resources Consulting Services$414,700
Mathematica Policy Research IncPrinceton, NYResearch and Consulting Services$385,999
Acronym Media IncNew York, NYCommunication Consulting Services$365,823
2023 · 5 contractors · $3.0M
NameLocationServicePaid
The Hatcher GroupBethesda, MDCommunication Consulting Services$794,434
Community Wealth Partners IncWashington, DCLearning & Enrichment Consulting Services$720,781
Acronym Media IncNew York, NYCommunication Consulting Services$517,956
Mathematica Policy Research IncPrinceton, NYResearch and Consulting Services$510,565
Crocus LLCWashinton, DCEducation Leadership Consulting Services$464,676
2022 · 5 contractors · $3.3M
NameLocationServicePaid
Policy Studies Associates IncWashington, DCResearch and Consulting Services$968,344
Westat IncRockville, MDLearning & Enrichment Consulting Services$814,012
The Hatcher GroupBethesda, MDCommunication Consulting Services$725,427
EducationCounsel LLCColumbia, SCFoundationwide Consulting Services$436,690
Acronym Media IncNew York, NYCommunication Consulting Services$392,052
2021 · 5 contractors · $4.5M
NameLocationServicePaid
The Hatcher GroupBethesda, MDCommunication Consulting Services$1,293,569
Policy Studies Associates IncWashington, DCResearch and Consulting Services$1,008,898
Acronym Media IncNew York, NYCommunication Consulting Services$800,242
Learning Agenda IncStow, OHLearning & Enrichment Consulting Services$794,328
EducationCounsel LLCColumbia, SCFoundationwide Consulting Services$615,000
2020 · 5 contractors · $2.6M
NameLocationServicePaid
Mathematica Policy Research IncPrinceton, NJLearning and Enrichment Consulting Services$842,251
John Gallin & Sons IncNew York, NYConstruction Management & General Contracting$815,854
The Hatcher GroupBethesda, MDCommunication Consulting Services$378,943
Policy Studies Associates IncWashington, DCResearch and Evaluation Services$296,254
Acronym Media IncNew York, NYCommunication Consulting Services$225,726

Trademarks

5 US trademarks, 3 live.

MarkSerialFiledStatusSource
WALLACE887359162019-12-20RegisteredTRTDXFAP, file of 2026-03-04
WALLACE887058132019-11-25RegisteredTRTDXFAP, file of 2026-03-04
WALLACE765243372003-06-20Registration cancelledTRTDXFAP, file of 2026-10-21
SUPPORTING IDEAS. SHARING SOLUTIONS. EXPANDING OPPORTUNITIES765243362003-06-20Registration cancelledTRTYRAP, file of 2026-04-03
THE WALLACE FOUNDATION765243352003-06-20Registered and renewedTRTYRAP, file of 2026-04-03

The newest marks of the trademark owners above, matched to this record by name (and state).

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 318 grants to organizations · $54.6M
2023 · 214 grants to organizations · $61.4M
2022 · 260 grants to organizations · $84.1M

Listed grants add up to $84,089,810; the return's “grants paid” expense line says $80,824,501. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 256 grants to organizations · $47.5M

Listed grants add up to $47,497,973; the return's “grants paid” expense line says $40,616,873. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 411 grants to organizations · $55.4M

Listed grants add up to $55,430,977; the return's “grants paid” expense line says $47,201,142. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$124,078,120$85,949,821 $1,756,582,199$1,726,246,694 -- $3,462,131--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$57,299,382$89,575,254 $1,706,055,092$1,674,668,753 -- $3,064,411--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$132,616,879$112,719,157 $1,669,140,184$1,611,787,631 -- $3,257,752--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$138,837,624$67,135,890 $2,042,790,483$2,018,983,443 $25- $4,952,924--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$114,535,478$73,563,956 $1,815,949,042$1,787,613,962 $0- $2,950,608--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE BAT HANADIV FOUNDATION NO 3NYT20 $111,116,023$44,853,653 Corporate Trustee$955,000 Same NTEE code T20, revenue within 2x, same state
HAO FAMILY FOUNDATIONNYT20 $86,410,336$7,565,702 PRESIDENT / CHAIR OF BOARD$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION FOR THE FIGHT FOR HUMAN SURVIVALNYT20 $75,649,562$183,222 DIRECTOR, PRESIDENT, TREASURER$0 Same NTEE code T20, revenue within 2x, same state
SIMONS FOUNDATION INCNYT20 $171,400,960$364,993,487 PRESIDENT$990,141 Same NTEE code T20, revenue within 2x, same state
PETER G PETERSON FOUNDATIONNYT20 $65,789,481$58,751,190 EXECUTIVE DIRECTOR, PCH, PHTI$606,766 Same NTEE code T20, revenue within 2x, same state
GREAT ISLAND FOUNDATIONNYT20 $83,108,364$9,086,603 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
THE CHASE AND STEPHANIE COLEMAN FOUNDATIONNYT20 $150,834,460$22,981,738 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
RUBIO BUTTERFIELD FOUNDATIONNYT20 $63,091,247$14,601,559 CHIEF EXECUTIVE OFFICER$0 Same NTEE code T20, revenue within 2x, same state
DORIS DUKE CHARITABLE FOUNDATION INCNYT20 $101,724,041$121,588,564 VICE CHAIRPERSON$100,000 Same NTEE code T20, revenue within 2x, same state
FOUNDERS PLEDGE INCNYT20 $144,636,466$34,600,883 RESEARCH DIRECTOR$146,125 Same NTEE code T20, revenue within 2x, same state
ROCKEFELLER BROTHERS FUND INCNYT20 $76,104,004$94,125,890 TRUSTEE, PRESIDENT & CEO$1,139,497 Same NTEE code T20, revenue within 2x, same state
199 PHILANTHROPIC FUNDNYT20 $120,314,561$3,006,670 OFFICER / DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BIG EAST CONFERENCE INCNYT20 $93,822,662$90,742,727 COMMISSIONER, PRESIDENT$2,001,925 Same NTEE code T20, revenue within 2x, same state
SIEGEL FAMILY ENDOWMENT INCNYT20 $67,551,252$36,979,586 0$588,181 Same NTEE code T20, revenue within 2x, same state
THE TAYLOR FOUNDATIONMNT20 $82,864,473$1,054,985 Chair/ Grant Committee Member$0 Same NTEE code T20, revenue within 2x, similar name
WALLY FOUNDATION INCKST20 $77,628,065$557,942 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
THE BLUEBIRD FOUNDATIONVAT20 $77,523,900$0 GRANTOR AND TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
THE RALPH C WILSON JR FOUNDATIONMIT20 $75,826,468$160,094,754 President/Chief Executive Officer$840,801 Same NTEE code T20, revenue within 2x, similar name
THE INVISIBLE HAND FOUNDATIONFLT20 $79,114,143$32,184,068 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ONE8 FOUNDATIONMAT20 $64,486,255$63,259,703 VP, EDUCATION$515,333 Same NTEE code T20, revenue within 2x
ABBVIE FOUNDATIONILT20 $125,199,092$36,696,541 President (through October 2025)$0 Same NTEE code T20, revenue within 2x
KINDER FOUNDATIONTXT20 $102,263,053$70,839,311 SR. VP OF PARKS & CIVIC PROJECTS$422,405 Same NTEE code T20, revenue within 2x
JARVIS FOUNDATIONILT20 $188,789,753$4,725,199 PRESIDENT$0 Same NTEE code T20, revenue within 2x
FLATLEY FOUNDATIONMAT20 $69,555,080$37,479,981 TRUSTEE$0 Same NTEE code T20, revenue within 2x
HALL FAMILY FOUNDATIONMOT20 $102,807,352$49,907,151 OFFICER$836,660 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MIRAMAR CHARITABLE FOUNDATION Private foundation$738,147,2751 12023–2023 ADAM R SCRIPPS FOUNDATION
DR MIRIAM AND SHELDON G ADELSON Private foundation$403,165,2135 12018–2022 ADELSON FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$99,933,6236 12019–2024 FOUNDERS PLEDGE INC
NATIONAL PHILANTHROPIC TR DAF sponsor$87,897,9586 12019–2024 FOUNDERS PLEDGE INC
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$17,350,00012 12014–2024 ROCKEFELLER BROTHERS FUND INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$6,486,0004 12018–2024 FOUNDERS PLEDGE INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$3,005,1754 12021–2024 FOUNDERS PLEDGE INC
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor$2,243,45216 32011–2024 LUMINA FOUNDATION FOR EDUCATION INC; ROCKEFELLER BROTHERS FUND INC; THE HEINZ ENDOWMENTS
JOHN TEMPLETON FOUNDATION Private foundation$2,200,0001 12021–2021 DORIS DUKE CHARITABLE FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$1,796,0003 12021–2024 FOUNDERS PLEDGE INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,787,3465 12020–2024 FOUNDERS PLEDGE INC
GOOD VENTURES FOUNDATION Private foundation$1,750,0002 12020–2024 FOUNDERS PLEDGE INC
LASZLO BITO AND OLIVIA CARINO Private foundation$1,340,0002 12012–2014 ROCKEFELLER BROTHERS FUND INC
MUSK FOUNDATION Private foundation$1,000,0001 12021–2021 FOUNDERS PLEDGE INC
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$812,2083 12018–2022 ROCKEFELLER BROTHERS FUND INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $85,949,821 spent · pay $14,753,076 · grants $54,321,994 · events $656,495
LineAs describedTotalShare
Contributions, gifts, grants paid $54,321,994 63.2%
Fees: other professional $10,563,678 12.3%
Other salaries and wages $7,879,956 9.2%
Pay: officers, directors, trustees $3,462,131 4.0%
Pension plans and employee benefits $3,410,989 4.0%
Occupancy $1,833,661 2.1%
Taxes $1,692,462 2.0%
Other expenses $1,080,935 1.3%
Travel, conferences and meetings $656,495 0.8%
Depreciation and depletion $594,307 0.7%
Fees: legal $206,409 0.2%
Fees: accounting $188,917 0.2%
Printing and publications $57,887 0.1%
Total$85,949,821100%

View the filing

2023 · Form 990PF · $89,575,254 spent · pay $13,508,644 · grants $60,895,714 · events $440,011
LineAs describedTotalShare
Contributions, gifts, grants paid $60,895,714 68.0%
Fees: other professional $9,494,579 10.6%
Other salaries and wages $7,267,568 8.1%
Pension plans and employee benefits $3,176,665 3.5%
Pay: officers, directors, trustees $3,064,411 3.4%
Occupancy $1,800,222 2.0%
Other expenses $1,044,059 1.2%
Taxes $962,124 1.1%
Depreciation and depletion $597,224 0.7%
Travel, conferences and meetings $440,011 0.5%
Interest $296,203 0.3%
Fees: legal $277,263 0.3%
Fees: accounting $203,500 0.2%
Printing and publications $55,711 0.1%
Total$89,575,254100%

View the filing

2022 · Form 990PF · $112,719,157 spent · pay $13,621,848 · grants $80,824,501 · events $332,854
LineAs describedTotalShare
Contributions, gifts, grants paid $80,824,501 71.7%
Fees: other professional $9,391,851 8.3%
Other salaries and wages $7,125,288 6.3%
Taxes $4,112,893 3.6%
Pay: officers, directors, trustees $3,257,752 2.9%
Pension plans and employee benefits $3,238,808 2.9%
Occupancy $1,721,726 1.5%
Other expenses $1,168,916 1.0%
Depreciation and depletion $680,778 0.6%
Interest $456,475 0.4%
Travel, conferences and meetings $332,854 0.3%
Fees: accounting $232,500 0.2%
Fees: legal $134,333 0.1%
Printing and publications $40,482 0.0%
Total$112,719,157100%

View the filing

2021 · Form 990PF · $67,135,890 spent · pay $14,545,732 · grants $40,616,873 · events $46,965
LineAs describedTotalShare
Contributions, gifts, grants paid $40,616,873 60.5%
Fees: other professional $7,987,515 11.9%
Other salaries and wages $6,526,921 9.7%
Pay: officers, directors, trustees $4,952,924 7.4%
Pension plans and employee benefits $3,065,887 4.6%
Occupancy $1,729,142 2.6%
Other expenses $869,930 1.3%
Depreciation and depletion $685,962 1.0%
Taxes $270,080 0.4%
Fees: legal $199,143 0.3%
Fees: accounting $170,350 0.3%
Travel, conferences and meetings $46,965 0.1%
Printing and publications $14,198 0.0%
Total$67,135,890100%

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2020 · Form 990PF · $73,563,956 spent · pay $12,666,741 · grants $47,201,142 · events $146,978
LineAs describedTotalShare
Contributions, gifts, grants paid $47,201,142 64.2%
Fees: other professional $8,707,557 11.8%
Other salaries and wages $6,707,296 9.1%
Pension plans and employee benefits $3,008,837 4.1%
Pay: officers, directors, trustees $2,950,608 4.0%
Occupancy $1,696,112 2.3%
Taxes $1,190,531 1.6%
Other expenses $825,500 1.1%
Depreciation and depletion $674,546 0.9%
Fees: accounting $193,963 0.3%
Fees: legal $181,120 0.2%
Travel, conferences and meetings $146,978 0.2%
Printing and publications $79,766 0.1%
Total$73,563,956100%

View the filing

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