ROBERT WOOD JOHNSON FOUNDATION
Cite this
Plain text ROBERT WOOD JOHNSON FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/robert-wood-johnson-foundation-226029397. Retrieved 2026-10-31.
APA furp.org. (n.d.). ROBERT WOOD JOHNSON FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 31, 2026, from https://furp.org/org/robert-wood-johnson-foundation-226029397
MLA “ROBERT WOOD JOHNSON FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/robert-wood-johnson-foundation-226029397. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $855.3M · expenses $966.7M · assets $13.42B
- EIN
- 22-6029397
- Address
- 50 COLLEGE RD E, PRINCETON, NJ 08540-6926
- Website
- WWW.RWJF.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- July 1949 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
62 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Michael Aswad | MD PRIVATE INV | 2011-2024 | $1,419,776 | $12,660,278 | 1 |
| Warren Stock | MD PUBLIC INV | 2015-2024 | $1,394,546 | $9,564,490 | 1 |
| Joshua Stern | MD PRIVATE INV | 2016-2024 | $1,180,194 | $8,093,855 | 1 |
| Richard E Besser | PRESIDENT & CEO | 2017-2024 | $1,149,473 | $7,897,385 | 2 |
| Qi Feng Lau | MD RISK MANAGEMENT | 2020-2024 | $1,315,893 | $5,328,743 | 1 |
| Karen Candelori | MD INV OPERATIONS | 2016-2024 | $1,168,436 | $5,231,273 | 1 |
| Julie Morita | EVP UNTIL AUG 2024 | 2019-2024 | $609,595 | $4,064,207 | 1 |
| Melvin Galloway | COO | 2020-2024 | $742,199 | $2,946,751 | 1 |
| May Ng | CIO | 2023-2024 | $2,224,325 | $2,900,847 | 1 |
| William Roell | VP, CFO & TREASURER | 2020-2024 | $628,313 | $2,846,310 | 1 |
| Ricardo Castro | VP, GENERAL COUNSEL, SECRETARY | 2022-2024 | $654,836 | $1,899,685 | 1 |
| Kathryn S Fuller | TRUSTEE CHAIR | 2011-2024 | $65,000 | $414,250 | 1 |
| Patricia A Gabow | TRUSTEE EMERITA EFFECTIVE JAN 2024 | 2013-2024 | $1,000 | $319,000 | 1 |
| Julio Frenk | TRUSTEE | 2015-2024 | $26,000 | $226,500 | 1 |
| Leah Mccall Devlin | TRUSTEE | 2014-2024 | $10,500 | $174,250 | 1 |
| Robert B Litterman | TRUSTEE EMERITUS EFFECTIVE JAN 2024 | 2013-2024 | $1,000 | $163,750 | 1 |
| W Louise Mehrotra | TRUSTEE | 2019-2024 | $17,250 | $122,500 | 1 |
| Phyllis Wise | TRUSTEE EMERITA EFFECTIVE JAN 2024 | 2014-2024 | $1,000 | $114,000 | 1 |
| Ruth S Shim | TRUSTEE | 2019-2024 | $15,250 | $110,750 | 1 |
| Starsky D Wilson | TRUSTEE | 2022-2024 | $33,500 | $92,500 | 1 |
| Edgar Villanueva | TRUSTEE | 2022-2024 | $29,000 | $92,000 | 1 |
| Azita Emami | TRUSTEE | 2022-2024 | $35,500 | $85,500 | 1 |
| Jing Wang | TRUSTEE | 2022-2024 | $29,500 | $75,500 | 1 |
| Michael E Sneed | TRUSTEE | 2022-2024 | $32,250 | $70,750 | 1 |
| David Williams | TRUSTEE | 2020-2024 | $16,750 | $70,000 | 3 |
| Vicki L Fuller | TRUSTEE | 2023-2024 | $33,000 | $57,250 | 1 |
| Ryan P Haygood | TRUSTEE EFFECTIVE OCT 2024 | 2024 | $8,000 | $8,000 | 1 |
| Brian S O'Neil (former) | CIO EMERITUS 2/28/2023 | 2010-2023 | $2,000,177 | $24,503,662 | 1 |
| Risa Lavizzo-Mourey (former) | PRESIDENT & CEO until 4/30/17 | 2010-2017 | $771,887 | $7,779,188 | 3 |
| Robin Mockenhaupt (former) | SR VP Strategic Initiatives | 2010-2020 | $832,341 | $6,792,237 | 1 |
| Katherine Hatton (former) | VP, GENL COUNSEL, SEC END 2/28/22 | 2010-2022 | $261,288 | $6,791,424 | 1 |
| Margaret H Einhorn (former) | SPECIAL ADIVISOR UNTIL 1/31 | 2010-2021 | $511,825 | $6,426,995 | 1 |
| James Marks (former) | EXECUTIVE VICE PRESIDENT | 2011-2017 | $665,025 | $3,313,563 | 1 |
| John Lumpkin (former) | SENIOR VP - PROGRAM | 2010-2018 | $660,078 | $2,672,068 | 1 |
| Elizabeth Hewitt (former) | DIR PUBLIC INV | 2010-2014 | $538,376 | $2,512,007 | 1 |
| Richard Slocum (former) | DIR PORTFOLIO MGMT | 2010-2011 | $509,753 | $1,124,289 | 1 |
| David Waldman (former) | VP HR & ADMIN | 2014-2018 | $585,308 | $1,100,218 | 1 |
| Vanita Gaonkar (former) | MD PUBLIC INV | 2022 | $1,025,006 | $1,025,006 | 1 |
| Elizabeth Hewitt Until 1021 (former) | MD PUBLIC INV | 2015 | $705,662 | $705,662 | 1 |
| Peter Goodwin (former) | VICE PRESIDENT | 2010 | $705,488 | $705,488 | 1 |
| Qi Feng (former) | DIR INV | 2019 | $647,295 | $647,295 | 1 |
| Roger Fine (former) | Trustee Emeritus effective1/27 | 2010-2021 | $0 | $423,000 | 1 |
| Jeffrey Koplan (former) | TRUSTEE UNTIL 1/2020 | 2010-2020 | $9,250 | $314,250 | 1 |
| William H Frist (former) | TRUSTEE EMERITUS 1/25/2023 | 2013-2023 | $1,000 | $241,750 | 1 |
| Jo Ann Heffernan Heisen (former) | TRUSTEE EMERITUS effective1/27 | 2011-2021 | $5,000 | $146,000 | 1 |
| Allan Bufferd (former) | Trustee until 2/8/17 | 2010-2017 | $8,250 | $134,500 | 1 |
| Linda Burnes Bolton (former) | TRUSTEE | 2012-2022 | $1,000 | $122,750 | 1 |
| Thomas Gorrie (former) | TRUSTEE | 2010-2019 | $5,500 | $120,000 | 1 |
| Willard Nielsen (former) | TRUSTEE EMERITUS effective1/27 | 2011-2021 | $3,750 | $118,000 | 1 |
| Brenda S Davis (former) | TRUSTEE EMERITUS 1/25/2023 | 2013-2023 | $1,000 | $111,250 | 1 |
| A Eugene Washington (former) | TRUSTEE (UNTIL 11/12) | 2010-2012 | $29,000 | $82,000 | 1 |
| Marla Salmon (former) | TRUSTEE (UNTIL 1/12) | 2010-2012 | $9,500 | $76,500 | 1 |
| Juliet Garcia (former) | TRUSTEE (UNTIL 1/12) | 2010-2012 | $6,500 | $53,500 | 1 |
| Charles Ellis (former) | TRUSTEE UNTIL 6/13 | 2010-2013 | $10,000 | $47,000 | 1 |
| Edward Hartnett (former) | TRUSTEE (UNTIL 1/11) | 2010-2011 | $9,500 | $36,500 | 1 |
| Wendy Hagen (former) | TRUSTEE | 2010-2011 | $8,500 | $35,500 | 1 |
| Peter Orszag (former) | TRUSTEE | 2012-2017 | $2,000 | $31,000 | 1 |
| George Frazza (former) | TRUSTEE (UNTIL 1/10) | 2010 | $11,500 | $11,500 | 1 |
| Robert Wood Johnson Iv (former) | TRUSTEE (UNTIL 1/11) | 2010-2011 | $3,000 | $9,000 | 1 |
| Richard Worley (former) | TRUSTEE (UNTIL 1/10) | 2010 | $6,000 | $6,000 | 1 |
| William Roper (former) | TRUSTEE (UNTIL 1/10) | 2010 | $5,000 | $5,000 | 1 |
| Prabhjot Singh (former) | TRUSTEE | 2019-2020 | $0 | $3,750 | 1 |
Officers and directors, no compensation reported
2 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Thomas H Kean (former) | TRUSTEE, CHAIRMAN (UNTIL 1/13) | 2010-2013 | 5 | $0 reported | 1 |
| Ralph Larsen (former) | TRUSTEE (UNTIL 1/13) | 2010-2013 | 3 | $0 reported | 1 |
People by year
2024 · 27 people listed · 27 paid, $12.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MAY NG | CIO | 40 | $2,139,599 | - | $84,726 | $2,224,325 | 1 |
| MICHAEL ASWAD | MD PRIVATE INV | 40 | $1,310,125 | - | $109,651 | $1,419,776 | 1 |
| WARREN STOCK | MD PUBLIC INV | 40 | $1,280,876 | - | $113,670 | $1,394,546 | 1 |
| QI FENG LAU | MD RISK MANAGEMENT | 40 | $1,202,498 | - | $113,395 | $1,315,893 | 1 |
| JOSHUA STERN | MD PRIVATE INV | 40 | $1,053,144 | - | $127,050 | $1,180,194 | 1 |
| KAREN CANDELORI | MD INV OPERATIONS | 40 | $1,059,194 | - | $109,242 | $1,168,436 | 1 |
| RICHARD E BESSER | PRESIDENT & CEO | 40 | $1,031,724 | - | $117,749 | $1,149,473 | 2 |
| MELVIN GALLOWAY | COO | 40 | $660,647 | - | $81,552 | $742,199 | 1 |
| RICARDO CASTRO | VP, GENERAL COUNSEL, SECRETARY | 40 | $545,268 | - | $109,568 | $654,836 | 1 |
| WILLIAM ROELL | VP, CFO & TREASURER | 40 | $501,173 | - | $127,140 | $628,313 | 1 |
| JULIE MORITA | EVP UNTIL AUG 2024 | 40 | $474,437 | - | $135,158 | $609,595 | 1 |
| KATHRYN S FULLER | TRUSTEE CHAIR | 5 | $65,000 | - | $0 | $65,000 | 1 |
| AZITA EMAMI | TRUSTEE | 3 | $35,500 | - | $0 | $35,500 | 1 |
| STARSKY D WILSON | TRUSTEE | 3 | $33,500 | - | $0 | $33,500 | 1 |
| VICKI L FULLER | TRUSTEE | 3 | $33,000 | - | $0 | $33,000 | 1 |
| MICHAEL E SNEED | TRUSTEE | 3 | $32,250 | - | $0 | $32,250 | 1 |
| JING WANG | TRUSTEE | 3 | $29,500 | - | $0 | $29,500 | 1 |
| EDGAR VILLANUEVA | TRUSTEE | 3 | $29,000 | - | $0 | $29,000 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $26,000 | - | $0 | $26,000 | 1 |
| W LOUISE MEHROTRA | TRUSTEE | 3 | $17,250 | - | $0 | $17,250 | 1 |
| DAVID WILLIAMS | TRUSTEE | 3 | $16,750 | - | $0 | $16,750 | 3 |
| RUTH S SHIM | TRUSTEE | 3 | $15,250 | - | $0 | $15,250 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $10,500 | - | $0 | $10,500 | 1 |
| RYAN P HAYGOOD | TRUSTEE EFFECTIVE OCT 2024 | 3 | $8,000 | - | $0 | $8,000 | 1 |
| PATRICIA A GABOW | TRUSTEE EMERITA EFFECTIVE JAN 2024 | 3 | $1,000 | - | $0 | $1,000 | 1 |
| PHYLLIS WISE | TRUSTEE EMERITA EFFECTIVE JAN 2024 | 3 | $1,000 | - | $0 | $1,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE EMERITUS EFFECTIVE JAN 2024 | 3 | $1,000 | - | $0 | $1,000 | 1 |
2023 · 29 people listed · 29 paid, $13.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN S O'NEIL | CIO EMERITUS 2/28/2023 | 40 | $1,920,463 | - | $79,714 | $2,000,177 | 1 |
| MICHAEL ASWAD | MD PRIVATE INV | 40 | $1,207,587 | - | $105,472 | $1,313,059 | 1 |
| WARREN STOCK | MD PUBLIC INV | 40 | $1,170,090 | - | $108,923 | $1,279,013 | 1 |
| QI FENG LAU | MD RISK MANAGEMENT | 40 | $1,125,859 | - | $109,014 | $1,234,873 | 1 |
| RICHARD E BESSER | PRESIDENT & CEO | 40 | $1,098,338 | - | $120,498 | $1,218,836 | 2 |
| JOSHUA STERN | MD PRIVATE INV | 40 | $1,069,502 | - | $122,083 | $1,191,585 | 1 |
| KAREN CANDELORI | MD INV OPERATIONS | 40 | $931,049 | - | $104,851 | $1,035,900 | 1 |
| JULIE MORITA | EVP | 40 | $831,791 | - | $159,134 | $990,925 | 1 |
| MELVIN GALLOWAY | COO | 40 | $534,591 | - | $161,271 | $695,862 | 1 |
| WILLIAM ROELL | VP, CFO & TREASURER | 40 | $557,149 | - | $136,578 | $693,727 | 1 |
| MAY NG | CIO EFFECTIVE 4/18/2023 | 40 | $597,000 | - | $79,522 | $676,522 | 1 |
| RICARDO CASTRO | VP, GENERAL COUNSEL, SECRETARY | 40 | $506,539 | - | $154,184 | $660,723 | 1 |
| KATHRYN S FULLER | TRUSTEE CHAIR | 5 | $65,000 | - | $0 | $65,000 | 1 |
| AZITA EMAMI | TRUSTEE | 3 | $34,000 | - | $0 | $34,000 | 1 |
| EDGAR VILLANUEVA | TRUSTEE | 3 | $33,000 | - | $0 | $33,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| MICHAEL E SNEED | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| JING WANG | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| STARSKY D WILSON | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| VICKI L FULLER | TRUSTEE EFFECTIVE 4/18/2023 | 3 | $24,250 | - | $0 | $24,250 | 1 |
| W LOUISE MEHROTRA | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $16,000 | - | $0 | $16,000 | 1 |
| DAVID WILLIAMS | TRUSTEE | 3 | $15,000 | - | $0 | $15,000 | 3 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| RUTH S SHIM | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| BRENDA S DAVIS | TRUSTEE EMERITUS 1/25/2023 | 3 | $1,000 | - | $0 | $1,000 | 1 |
| WILLIAM H FRIST | TRUSTEE EMERITUS 1/25/2023 | 3 | $1,000 | - | $0 | $1,000 | 1 |
2022 · 29 people listed · 29 paid, $13.0M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN S O'NEIL | CHIEF INVESTMENT OFFICER | 40 | $3,025,029 | - | $114,108 | $3,139,137 | 1 |
| MICHAEL ASWAD | MD PRIVATE INV | 40 | $1,124,013 | - | $97,704 | $1,221,717 | 1 |
| WARREN STOCK | MD PUBLIC INV | 40 | $1,080,819 | - | $102,330 | $1,183,149 | 1 |
| QI FENG LAU | MD RISK MANAGEMENT | 40 | $999,647 | - | $101,476 | $1,101,123 | 1 |
| JOSHUA STERN | DIR PRIVATE INV | 40 | $957,476 | - | $113,504 | $1,070,980 | 1 |
| RICHARD E BESSER | PRESIDENT & CEO | 40 | $937,116 | - | $114,570 | $1,051,686 | 2 |
| VANITA GAONKAR | MD PUBLIC INV | 40 | $941,980 | - | $83,026 | $1,025,006 | 1 |
| JULIE MORITA | EXECUTIVE VICE PRESIDENT | 40 | $533,694 | - | $191,979 | $725,673 | 1 |
| MELVIN GALLOWAY | CHIEF OPERATING OFFICER | 40 | $524,840 | - | $146,287 | $671,127 | 1 |
| WILLIAM ROELL | VP, CFO & TREASURER | 40 | $462,349 | - | $155,834 | $618,183 | 1 |
| RICARDO CASTRO | VP, GENL COUNSEL, SEC EFF 2/28/22 | 40 | $455,206 | - | $128,920 | $584,126 | 1 |
| KATHERINE HATTON | VP, GENL COUNSEL, SEC END 2/28/22 | 40 | $215,488 | - | $45,800 | $261,288 | 1 |
| KATHRYN S FULLER | TRUSTEE CHAIR | 5 | $65,000 | - | $0 | $65,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $32,750 | - | $0 | $32,750 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| EDGAR VILLANUEVA | TRUSTEE EFFECTIVE 1/26/2022 | 3 | $30,000 | - | $0 | $30,000 | 1 |
| STARSKY D WILSON | TRUSTEE EFFECTIVE 1/26/2022 | 3 | $29,000 | - | $0 | $29,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $18,750 | - | $0 | $18,750 | 1 |
| AZITA EMAMI | TRUSTEE EFFECTIVE 7/27/2022 | 3 | $16,000 | - | $0 | $16,000 | 1 |
| JING WANG | TRUSTEE EFFECTIVE 7/27/2022 | 3 | $16,000 | - | $0 | $16,000 | 1 |
| DAVID WILLIAMS | TRUSTEE | 3 | $15,000 | - | $0 | $15,000 | 3 |
| W LOUISE MEHROTRA | TRUSTEE | 3 | $14,750 | - | $0 | $14,750 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| RUTH S SHIM | TRUSTEE | 3 | $13,750 | - | $0 | $13,750 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $10,000 | - | $0 | $10,000 | 1 |
| MICHAEL E SNEED | TRUSTEE EFFECTIVE 10/25/2022 | 3 | $8,500 | - | $0 | $8,500 | 1 |
| LINDA BURNES BOLTON | TRUSTEE | 3 | $1,000 | - | $0 | $1,000 | 1 |
2021 · 27 people listed · 26 paid, $10.9M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Brian O'Neil | CIO | 40 | $1,873,134 | - | $514,425 | $2,387,559 | 1 |
| Richard E Besser | President & CEO | 40 | $908,227 | - | $106,518 | $1,014,745 | 2 |
| MICHAEL ASWAD | MD PRIVATE INV | 40 | $849,774 | - | $91,558 | $941,332 | 1 |
| WARREN STOCK | MD PUBLIC INV | 40 | $812,165 | - | $94,334 | $906,499 | 1 |
| QI FENG LAU | MD RISK MANAGEMENT | 40 | $722,677 | - | $94,076 | $816,753 | 1 |
| JOSHUA STERN | DIR PRIVATE INV | 40 | $701,176 | - | $105,607 | $806,783 | 1 |
| KAREN CANDELORI | MD INV OPERATIONS | 40 | $636,065 | - | $90,998 | $727,063 | 1 |
| Melvin Galloway | Chief Operating Officer | 40 | $559,800 | - | $147,781 | $707,581 | 1 |
| Julie Morita | Exec VP | 40 | $518,583 | - | $177,132 | $695,715 | 1 |
| Katherine Hatton | VP, GENERAL COUNSEL, SECRETARY | 40 | $574,675 | - | $91,269 | $665,944 | 1 |
| Margaret H Einhorn | SPECIAL ADIVISOR UNTIL 1/31 | 40 | $468,402 | - | $43,423 | $511,825 | 1 |
| William Roell | CFO & Treasurer | 40 | $378,597 | - | $106,620 | $485,217 | 1 |
| Kathryn Fuller | TRUSTEE,CHAIR Effective 1/27 | 5 | $44,000 | - | $0 | $44,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $31,250 | - | $0 | $31,250 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $28,750 | - | $0 | $28,750 | 1 |
| W Louise Mehrotra | TRUSTEE | 3 | $20,000 | - | $0 | $20,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| Ruth S Shim | TRUSTEE | 3 | $16,750 | - | $0 | $16,750 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $16,500 | - | $0 | $16,500 | 1 |
| DAVID WILLIAMS | TRUSTEE | 3 | $16,250 | - | $0 | $16,250 | 3 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| Phyllis Wise | Trustee | 3 | $13,250 | - | $0 | $13,250 | 1 |
| Linda Burnes Bolton | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| BRENDA DAVIS | TRUSTEE | 3 | $12,250 | - | $0 | $12,250 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE EMERITUS effective1/27 | 3 | $5,000 | - | $0 | $5,000 | 1 |
| Willard Nielsen | TRUSTEE EMERITUS effective1/27 | 3 | $3,750 | - | $0 | $3,750 | 1 |
| Roger Fine | Trustee Emeritus effective1/27 | 3 | $0 | - | $0 | $0 | 1 |
2020 · 30 people listed · 28 paid, $11.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Brian O'Neil | CIO | 40 | $1,883,696 | - | $619,983 | $2,503,679 | 1 |
| MICHAEL ASWAD | MD PRIVATE INV | 40 | $918,102 | - | $100,551 | $1,018,653 | 1 |
| WARREN STOCK | MD PUBLIC INV | 40 | $879,915 | - | $102,163 | $982,078 | 1 |
| Richard E Besser | President & CEO | 40 | $850,856 | - | $112,903 | $963,759 | 2 |
| JOSHUA STERN | DIR PRIVATE INV | 40 | $760,622 | - | $113,157 | $873,779 | 1 |
| QI FENG LAU | MD RISK MANAGEMENT | 40 | $757,728 | - | $102,373 | $860,101 | 1 |
| Robin Mockenhaupt | SR VP Strategic Initiatives | 40 | $735,046 | - | $97,295 | $832,341 | 1 |
| Julie Morita | Exec VP | 40 | $485,810 | - | $184,313 | $670,123 | 1 |
| Katherine Hatton | VP, GENERAL COUNSEL, SECRETARY | 40 | $473,242 | - | $139,751 | $612,993 | 1 |
| Margaret H Einhorn | CFO & Treasurer until 11/2020 | 40 | $471,079 | - | $140,239 | $611,318 | 1 |
| KAREN CANDELORI | MD INV OPERATIONS | 40 | $509,460 | - | $96,850 | $606,310 | 1 |
| William Roell | CFO & Treasurer | 40 | $319,400 | - | $101,470 | $420,870 | 1 |
| Melvin Galloway | COO (effective 11/16/2020) | 40 | $107,143 | - | $22,839 | $129,982 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $32,000 | - | $0 | $32,000 | 1 |
| W Louise Mehrotra | TRUSTEE | 3 | $32,000 | - | $0 | $32,000 | 1 |
| Ruth S Shim | TRUSTEE | 3 | $30,750 | - | $0 | $30,750 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $29,000 | - | $0 | $29,000 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| Phyllis Wise | Trustee | 3 | $14,000 | - | $0 | $14,000 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $13,500 | - | $0 | $13,500 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $12,500 | - | $0 | $12,500 | 1 |
| Willard Nielsen | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $11,000 | - | $0 | $11,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE UNTIL 1/2020 | 3 | $9,250 | - | $0 | $9,250 | 1 |
| DAVID WILLIAMS | TRUSTEE EFFECTIVE 7/2020 | 3 | $7,000 | - | $0 | $7,000 | 3 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $0 | - | $0 | $0 | 1 |
| Prabhjot Singh | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
2019 · 28 people listed · 28 paid, $10.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Brian O'Neil | CIo | 40 | $1,834,880 | - | $704,566 | $2,539,446 | 1 |
| MICHAEL ASWAD | MANAGNG DIR PRIV INV | 40 | $1,002,101 | - | $91,667 | $1,093,768 | 1 |
| WARREN STOCK | MANGNG DIR PUB INV | 40 | $950,890 | - | $96,351 | $1,047,241 | 1 |
| JOSHUA STERN | DIR PRIV INV | 40 | $840,031 | - | $107,244 | $947,275 | 1 |
| Richard E Besser | President & CEO | 40 | $782,770 | - | $107,511 | $890,281 | 2 |
| Robin Mockenhaupt | SR VP Strategic Initiatives | 40 | $530,069 | - | $161,096 | $691,165 | 1 |
| QI FENG | DIR INV | 40 | $551,284 | - | $96,011 | $647,295 | 1 |
| Katherine Hatton | VP, GENERAL COUNSEL, SECRETARY | 40 | $544,811 | - | $101,619 | $646,430 | 1 |
| Margaret H Einhorn | CFO & Treasurer | 40 | $522,230 | - | $113,902 | $636,132 | 1 |
| KAREN CANDELORI | DIR INV OPS | 40 | $521,358 | - | $97,668 | $619,026 | 1 |
| Julie Morita | Exec VP (effective 6/24/2019) | 40 | $268,354 | - | $103,822 | $372,176 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $28,500 | - | $0 | $28,500 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $28,250 | - | $0 | $28,250 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $25,500 | - | $0 | $25,500 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $25,000 | - | $0 | $25,000 | 1 |
| W Louise Mehrotra | TRUSTEE (effective 1/30/2019) | 3 | $21,500 | - | $0 | $21,500 | 1 |
| Ruth S Shim | TRUSTEE (effective 1/30/2019) | 3 | $21,250 | - | $0 | $21,250 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $19,250 | - | $0 | $19,250 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $16,750 | - | $0 | $16,750 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $13,750 | - | $0 | $13,750 | 1 |
| Phyllis Wise | Trustee | 3 | $12,750 | - | $0 | $12,750 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $12,500 | - | $0 | $12,500 | 1 |
| Willard Nielsen | TRUSTEE | 3 | $12,500 | - | $0 | $12,500 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $12,250 | - | $0 | $12,250 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $9,750 | - | $0 | $9,750 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $5,500 | - | $0 | $5,500 | 1 |
| Prabhjot Singh | TRUSTEE (effective 1/30/2019) | 3 | $3,750 | - | $0 | $3,750 | 1 |
2018 · 24 people listed · 24 paid, $8.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Brian O'Neil | CIO | 40 | $1,608,947 | - | $497,007 | $2,105,954 | 1 |
| MICHAEL ASWAD | MANAGNG DIR PRIV INV | 40 | $801,674 | - | $94,305 | $895,979 | 1 |
| RICHARD E BESSER | PRESIDENT & CEO | 40 | $749,568 | - | $104,399 | $853,967 | 2 |
| WARREN STOCK | MANAGNG DIR PUBL INV | 40 | $679,685 | - | $88,020 | $767,705 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $645,717 | - | $94,838 | $740,555 | 1 |
| JOSHUA STERN | DIR PRIV INV | 40 | $623,414 | - | $93,019 | $716,433 | 1 |
| JOHN LUMPKIN | SENIOR VP - PROGRAM | 40 | $533,206 | - | $126,872 | $660,078 | 1 |
| DAVID WALDMAN | VP HR & ADMIN | 40 | $496,219 | - | $89,089 | $585,308 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $447,684 | - | $129,178 | $576,862 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $416,366 | - | $126,934 | $543,300 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $55,000 | - | $0 | $55,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $29,500 | - | $0 | $29,500 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $29,250 | - | $0 | $29,250 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $27,000 | - | $0 | $27,000 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $25,250 | - | $0 | $25,250 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $12,250 | - | $0 | $12,250 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $11,000 | - | $0 | $11,000 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $10,250 | - | $0 | $10,250 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $10,250 | - | $0 | $10,250 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $10,250 | - | $0 | $10,250 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $9,250 | - | $0 | $9,250 | 1 |
2017 · 27 people listed · 27 paid, $9.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN O'NEIL | CHIEF INV OFFICER | 40 | $1,527,542 | - | $485,758 | $2,013,300 | 1 |
| MICHAEL ASWAD | DIR, PRIVATE INV | 40 | $767,718 | - | $103,128 | $870,846 | 1 |
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO until 4/30/17 | 40 | $683,116 | - | $88,771 | $771,887 | 3 |
| RICHARD E BESSER | PRESIDENT & CEO FROM 5/1/2017 | 40 | $661,100 | - | $93,538 | $754,638 | 2 |
| WARREN STOCK | DIR, PUBLIC INV | 40 | $599,422 | - | $81,081 | $680,503 | 1 |
| JAMES MARKS | EXECUTIVE VICE PRESIDENT | 40 | $577,252 | - | $87,773 | $665,025 | 1 |
| JOSHUA STERN | DIR, PRIVATE INV | 40 | $563,392 | - | $91,794 | $655,186 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $491,520 | - | $153,609 | $645,129 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $503,460 | - | $110,669 | $614,129 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $509,371 | - | $97,622 | $606,993 | 1 |
| KAREN CANDELORI | DIR, INV OPERATIONS | 40 | $442,826 | - | $102,526 | $545,352 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $55,000 | - | $0 | $55,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $36,000 | - | $0 | $36,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $31,250 | - | $0 | $31,250 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $28,750 | - | $0 | $28,750 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $27,000 | - | $0 | $27,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $18,250 | - | $0 | $18,250 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $16,750 | - | $0 | $16,750 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $16,000 | - | $0 | $16,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $16,000 | - | $0 | $16,000 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $15,500 | - | $0 | $15,500 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $10,500 | - | $0 | $10,500 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $9,750 | - | $0 | $9,750 | 1 |
| ALLAN BUFFERD | Trustee until 2/8/17 | 3 | $8,250 | - | $0 | $8,250 | 1 |
| PETER ORSZAG | TRUSTEE | 3 | $2,000 | - | $0 | $2,000 | 1 |
2016 · 26 people listed · 26 paid, $8.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN O'NEIL | CHIEF INV OFFICER | 40 | $1,320,067 | - | $507,513 | $1,827,580 | 1 |
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $1,009,201 | - | $85,928 | $1,095,129 | 3 |
| MICHAEL ASWAD | DIR OF PRIVATE INV | 40 | $774,574 | - | $100,353 | $874,927 | 1 |
| WARREN STOCK | DIR OF PUBLIC INV | 40 | $618,581 | - | $78,649 | $697,230 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $603,887 | - | $91,132 | $695,019 | 1 |
| JOSHUA STERN | DIR OF PRIVATE INV | 40 | $562,489 | - | $89,151 | $651,640 | 1 |
| JAMES MARKS | EXECUTIVE VICE PRESIDENT | 40 | $431,139 | - | $142,891 | $574,030 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $408,768 | - | $122,672 | $531,440 | 1 |
| KAREN CANDELORI | DIR OF INVESTMNT OPS | 40 | $429,511 | - | $99,675 | $529,186 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $398,627 | - | $121,809 | $520,436 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $55,000 | - | $0 | $55,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $34,750 | - | $0 | $34,750 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $30,750 | - | $0 | $30,750 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $30,250 | - | $0 | $30,250 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $29,000 | - | $0 | $29,000 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $19,000 | - | $0 | $19,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $18,750 | - | $0 | $18,750 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $18,250 | - | $0 | $18,250 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $18,000 | - | $0 | $18,000 | 1 |
| ALLAN BUFFERD | Trustee | 3 | $16,750 | - | $0 | $16,750 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $13,250 | - | $0 | $13,250 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $12,500 | - | $0 | $12,500 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $11,750 | - | $0 | $11,750 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $10,000 | - | $0 | $10,000 | 1 |
| JULIO FRENK | TRUSTEE | 3 | $7,500 | - | $0 | $7,500 | 1 |
| PETER ORSZAG | TRUSTEE | 3 | $6,000 | - | $0 | $6,000 | 1 |
2015 · 25 people listed · 24 paid, $7.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN O'NEIL | CIO | 40 | $1,040,572 | - | $398,879 | $1,439,451 | 1 |
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $972,962 | - | $83,165 | $1,056,127 | 3 |
| MICHAEL ASWAD | DIR PRIVATE INV | 40 | $709,515 | - | $95,847 | $805,362 | 1 |
| ELIZABETH HEWITT UNTIL 1021 | MD PUBLIC INV | 40 | $635,815 | - | $69,847 | $705,662 | 1 |
| WARREN STOCK | DIR PUBLIC INV | 40 | $552,371 | - | $74,155 | $626,526 | 1 |
| JAMES MARKS | EXECUTIVE VP | 40 | $520,215 | - | $82,614 | $602,829 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $444,532 | - | $143,084 | $587,616 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $460,394 | - | $91,628 | $552,022 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $431,467 | - | $102,756 | $534,223 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $55,000 | - | $0 | $55,000 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE | 3 | $32,000 | - | $0 | $32,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| ALLAN BUFFERD | Trustee | 3 | $16,000 | - | $0 | $16,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $16,000 | - | $0 | $16,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $16,000 | - | $0 | $16,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $10,000 | - | $0 | $10,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $10,000 | - | $0 | $10,000 | 1 |
| PHYLLIS WISE | TRUSTEE | 3 | $9,000 | - | $0 | $9,000 | 1 |
| PETER ORSZAG | TRUSTEE | 3 | $7,000 | - | $0 | $7,000 | 1 |
| JULIO FRENK | TRUSTEE (EFFECTIVE 1/28/2015) | 3 | $0 | - | $0 | $0 | 1 |
2014 · 24 people listed · 24 paid, $6.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $973,263 | - | $81,536 | $1,054,799 | 3 |
| BRIAN O'NEIL | CIO | 40 | $873,534 | - | $94,120 | $967,654 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $511,454 | - | $137,194 | $648,648 | 1 |
| MICHAEL ASWAD | DIR PRIVATE INV | 40 | $486,968 | - | $93,827 | $580,795 | 1 |
| JOHN LUMPKIN | SVP DIR TARGTD TEAMS | 40 | $470,505 | - | $81,101 | $551,606 | 1 |
| ELIZABETH HEWITT | DIR PUBLIC INV | 40 | $477,933 | - | $60,443 | $538,376 | 1 |
| DAVID WALDMAN | VP HR AND ADMINSTRTN | 40 | $422,107 | - | $92,803 | $514,910 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $390,719 | - | $116,755 | $507,474 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $382,223 | - | $115,558 | $497,781 | 1 |
| ROGER FINE | TRUSTEE,CHAIR | 5 | $55,000 | - | $0 | $55,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $33,000 | - | $0 | $33,000 | 1 |
| PATRICIA A GABOW | TRUSTEE | 3 | $30,000 | - | $0 | $30,000 | 1 |
| WILLIAM H FRIST | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE | 3 | $17,000 | - | $0 | $17,000 | 1 |
| ALLAN BUFFERD | Trustee | 3 | $15,000 | - | $0 | $15,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $15,000 | - | $0 | $15,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $14,000 | - | $0 | $14,000 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $10,000 | - | $0 | $10,000 | 1 |
| BRENDA S DAVIS | TRUSTEE | 3 | $9,000 | - | $0 | $9,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $9,000 | - | $0 | $9,000 | 1 |
| PETER ORSZAG | TRUSTEE | 3 | $8,000 | - | $0 | $8,000 | 1 |
| LEAH MCCALL DEVLIN | TRUSTEE (EFFECTIVE 7/30/2014) | 3 | $7,500 | - | $0 | $7,500 | 1 |
| PHYLLIS WISE | TRUSTEE (EFFECTIVE 1/29/2014) | 3 | $7,000 | - | $0 | $7,000 | 1 |
2013 · 25 people listed · 23 paid, $5.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN S O'NEIL | CIO | 40 | $885,870 | - | $91,450 | $977,320 | 1 |
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $835,116 | - | $79,692 | $914,808 | 3 |
| MICHAEL E ASWAD | DIR PRIVATE INVMNTS | 40 | $491,604 | - | $91,205 | $582,809 | 1 |
| JAMES MARKS | SVP | 40 | $463,877 | - | $79,117 | $542,994 | 1 |
| ELIZABETH MEEHAN HEWITT | DIR PUBLIC INVSTMNTS | 40 | $483,293 | - | $59,047 | $542,340 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $426,612 | - | $112,340 | $538,952 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $411,385 | - | $111,099 | $522,484 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $377,592 | - | $130,339 | $507,931 | 1 |
| JOHN R LUMPKIN | SVP | 40 | $355,228 | - | $83,133 | $438,361 | 1 |
| ROGER FINE | TRUSTEE,CHAIR (EFFECTIVE 1/13) | 5 | $51,750 | - | $0 | $51,750 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $29,000 | - | $0 | $29,000 | 1 |
| WILLIAM H FRIST | TRUSTEE (EFFECTIVE 1/13) | 3 | $19,500 | - | $0 | $19,500 | 1 |
| PATRICIA A GABOW | TRUSTEE (EFFECTIVE 1/13) | 3 | $14,000 | - | $0 | $14,000 | 1 |
| Linda Burnes Bolton | Trustee | 3 | $13,000 | - | $0 | $13,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $13,000 | - | $0 | $13,000 | 1 |
| ALLAN BUFFERD | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $12,000 | - | $0 | $12,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| CHARLES ELLIS | TRUSTEE UNTIL 6/13 | 3 | $10,000 | - | $0 | $10,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $10,000 | - | $0 | $10,000 | 1 |
| BRENDA S DAVIS | TRUSTEE (EFFECTIVE 1/13) | 3 | $6,000 | - | $0 | $6,000 | 1 |
| PETER ORSZAG | TRUSTEE | 3 | $5,000 | - | $0 | $5,000 | 1 |
| ROBERT B LITTERMAN | TRUSTEE (EFFECTIVE 7/13) | 3 | $2,000 | - | $0 | $2,000 | 1 |
| THOMAS H KEAN | TRUSTEE, CHAIRMAN (UNTIL 1/13) | 5 | $0 | - | $0 | $0 | 1 |
| RALPH LARSEN | TRUSTEE (UNTIL 1/13) | 3 | $0 | - | $0 | $0 | 1 |
2012 · 24 people listed · 22 paid, $5.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN O'NEIL | CIO | 40 | $864,056 | - | $88,992 | $953,048 | 1 |
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $840,777 | - | $77,742 | $918,519 | 3 |
| MICHAEL ASWAD | DIR PORTFOLIO MGMT | 40 | $476,272 | - | $78,190 | $554,462 | 1 |
| ELIZABETH HEWITT | DIR PUBLIC INV | 40 | $471,562 | - | $56,945 | $528,507 | 1 |
| JOHN LUMPKIN | SVP | 40 | $439,941 | - | $87,445 | $527,386 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $431,262 | - | $80,825 | $512,087 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $343,535 | - | $114,677 | $458,212 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $332,480 | - | $107,221 | $439,701 | 1 |
| JAMES MARKS | SVP | 40 | $348,745 | - | $77,021 | $425,766 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $36,000 | - | - | $36,000 | 1 |
| ROGER FINE | TRUSTEE | 3 | $33,000 | - | - | $33,000 | 1 |
| A EUGENE WASHINGTON | TRUSTEE (UNTIL 11/12) | 3 | $29,000 | - | - | $29,000 | 1 |
| KATHRYN FULLER | TRUSTEE | 3 | $17,000 | - | - | $17,000 | 1 |
| ALLAN BUFFERD | TRUSTEE | 3 | $16,000 | - | - | $16,000 | 1 |
| CHARLES ELLIS | TRUSTEE | 3 | $15,000 | - | - | $15,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $14,000 | - | - | $14,000 | 1 |
| WILLARD NIELSEN | TRUSTEE | 3 | $14,000 | - | - | $14,000 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE | 3 | $10,000 | - | - | $10,000 | 1 |
| MARLA SALMON | TRUSTEE (UNTIL 1/12) | 3 | $9,500 | - | - | $9,500 | 1 |
| Linda Burnes Bolton | Trustee (EFFECTIVE 1/12) | 3 | $9,000 | - | - | $9,000 | 1 |
| JULIET GARCIA | TRUSTEE (UNTIL 1/12) | 3 | $6,500 | - | - | $6,500 | 1 |
| PETER ORSZAG | TRUSTEE (EFFECTIVE 7/12) | 3 | $3,000 | - | - | $3,000 | 1 |
| THOMAS H KEAN | TRUSTEE, CHAIRMAN OF THE BOARD | 5 | $0 | - | - | $0 | 1 |
| RALPH LARSEN | TRUSTEE | 3 | $0 | - | - | $0 | 1 |
2011 · 25 people listed · 23 paid, $5.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 40 | $780,709 | - | $76,642 | $857,351 | 3 |
| BRIAN O'NEIL | CIO | 40 | $752,665 | - | $87,892 | $840,557 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 40 | $401,122 | - | $118,052 | $519,174 | 1 |
| RICHARD SLOCUM | DIR PORTFOLIO MGMT | 40 | $432,461 | - | $77,292 | $509,753 | 1 |
| JAMES MARKS | SVP | 40 | $427,212 | - | $75,707 | $502,919 | 1 |
| MICHAEL ASWAD | DIR PORTFOLIO MGMT | 40 | $409,570 | - | $77,223 | $486,793 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 40 | $375,001 | - | $104,929 | $479,930 | 1 |
| ELIZABETH HEWITT | DIR PUBLIC INVESTMNT | 40 | $403,117 | - | $51,406 | $454,523 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 40 | $325,788 | - | $120,667 | $446,455 | 1 |
| MARLA SALMON | TRUSTEE | 3 | $35,000 | - | $0 | $35,000 | 1 |
| ROGER FINE | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| JEFFREY KOPLAN | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| A EUGENE WASHINGTON | TRUSTEE | 3 | $25,000 | - | $0 | $25,000 | 1 |
| JULIET GARCIA | TRUSTEE | 3 | $22,000 | - | $0 | $22,000 | 1 |
| ALLAN BUFFERD | TRUSTEE | 3 | $17,500 | - | $0 | $17,500 | 1 |
| CHARLES ELLIS | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| EDWARD HARTNETT | TRUSTEE (UNTIL 1/11) | 3 | $9,500 | - | $0 | $9,500 | 1 |
| KATHRYN FULLER | TRUSTEE (EFFECTIVE 1/11) | 3 | $9,000 | - | $0 | $9,000 | 1 |
| WENDY HAGEN | TRUSTEE | 3 | $8,500 | - | $0 | $8,500 | 1 |
| JO ANN HEFFERNAN HEISEN | TRUSTEE (EFFECTIVE 1/11) | 3 | $7,000 | - | $0 | $7,000 | 1 |
| WILLARD NIELSEN | TRUSTEE (EFFECTIVE 1/11) | 3 | $7,000 | - | $0 | $7,000 | 1 |
| ROBERT WOOD JOHNSON IV | TRUSTEE (UNTIL 1/11) | 3 | $3,000 | - | $0 | $3,000 | 1 |
| THOMAS H KEAN | TRUSTEE, CHAIRMAN OF THE BOARD | 5 | $0 | - | $0 | $0 | 1 |
| RALPH LARSEN | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
2010 · 25 people listed · 23 paid, $5.8M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RISA LAVIZZO-MOUREY | PRESIDENT & CEO | 37 | $898,360 | - | $212,208 | $1,110,568 | 3 |
| BRIAN O'NEIL | CIO | 37 | $720,908 | - | $87,892 | $808,800 | 1 |
| PETER GOODWIN | VICE PRESIDENT | 37 | $684,715 | - | $20,773 | $705,488 | 1 |
| RICHARD SLOCUM | DIR PORTFOLIO MGMT | 37 | $527,037 | - | $87,499 | $614,536 | 1 |
| JOHN LUMPKIN | VICE PRESIDENT | 37 | $407,536 | - | $87,101 | $494,637 | 1 |
| ROBIN MOCKENHAUPT | CHIEF OF STAFF | 37 | $368,374 | - | $116,917 | $485,291 | 1 |
| ELIZABETH HEWITT | DIR PUBLIC INVESTMNT | 37 | $401,015 | - | $47,246 | $448,261 | 1 |
| MARGARET H EINHORN | CFO & TREASURER | 37 | $315,578 | - | $116,242 | $431,820 | 1 |
| KATHERINE HATTON | VP, GENERAL COUNSEL, SECRETARY | 37 | $294,915 | - | $102,641 | $397,556 | 1 |
| ALLAN BUFFERD | TRUSTEE | 3 | $33,000 | - | $0 | $33,000 | 1 |
| MARLA SALMON | TRUSTEE | 3 | $32,000 | - | $0 | $32,000 | 1 |
| A EUGENE WASHINGTON | TRUSTEE | 3 | $28,000 | - | $0 | $28,000 | 1 |
| WENDY HAGEN | TRUSTEE | 3 | $27,000 | - | $0 | $27,000 | 1 |
| EDWARD HARTNETT | TRUSTEE | 3 | $27,000 | - | $0 | $27,000 | 1 |
| JULIET GARCIA | TRUSTEE | 3 | $25,000 | - | $0 | $25,000 | 1 |
| ROGER FINE | TRUSTEE (EFFECTIVE 1/10) | 3 | $21,500 | - | $0 | $21,500 | 1 |
| JEFFREY KOPLAN | TRUSTEE (EFFECTIVE 1/10) | 3 | $20,500 | - | $0 | $20,500 | 1 |
| GEORGE FRAZZA | TRUSTEE (UNTIL 1/10) | 3 | $11,500 | - | $0 | $11,500 | 1 |
| CHARLES ELLIS | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| THOMAS GORRIE | TRUSTEE | 3 | $11,000 | - | $0 | $11,000 | 1 |
| ROBERT WOOD JOHNSON IV | TRUSTEE | 3 | $6,000 | - | $0 | $6,000 | 1 |
| RICHARD WORLEY | TRUSTEE (UNTIL 1/10) | 3 | $6,000 | - | $0 | $6,000 | 1 |
| WILLIAM ROPER | TRUSTEE (UNTIL 1/10) | 3 | $5,000 | - | $0 | $5,000 | 1 |
| THOMAS H KEAN | TRUSTEE, CHAIRMAN OF THE BOARD | 5 | $0 | - | $0 | $0 | 1 |
| RALPH LARSEN | TRUSTEE | 3 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $19.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS INC | BETHESDA, MD | COMMUNICATION CONSULTING | $6,224,764 |
| MEDIA MANAGEMENT SVSS INC DBA MMS EDUCATION | LANGHORNE, PA | EDUCATION MANAGEMENT COMPANY | $4,258,939 |
| ALIGNO LLC | WASHINGTON, DC | STRATEGIC COMMUNICATIONS AND ADVERTISING FIRM | $3,955,079 |
| MATHEMATICA INC | PRINCETON, NJ | RESEARCH AND EVALUATION | $2,671,175 |
| APOGEM CAPITAL | NEW YORK, NY | INVESTMENT MANAGEMENT | $2,543,528 |
2023 · 5 contractors · $15.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS INC | BETHESDA, MD | COMMUNICATION CONSULTING | $5,165,902 |
| MEDIA MANAGEMENT SVSS INC DBA MMS EDUCATION | LANGHORNE, PA | EDUCATION MANAGEMENT COMPANY | $3,438,394 |
| MCCABE MESSAGE PARTNERS LLC | WASHINGTON, DC | COMMUNICATION CONSULTING | $2,369,121 |
| METROPOLITAN GROUP LLC | PORTLAND, OR | COMMUNICATION CONSULTING | $2,206,938 |
| THINK TRUE LLC | LOS ANGELES, CA | MARKETING AND COMMUNICATIONS CONSULTING | $2,206,041 |
2022 · 5 contractors · $16.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS INC | BETHESDA, MD | COMMUNICATION CONSULTING | $7,194,933 |
| MCCABE MESSAGE PARTNERS LLC | WASHINGTON, DC | COMMUNICATION CONSULTING | $2,917,263 |
| MATHEMATICA INC | PRINCETON, NJ | MARKET RESEARCH & POLLING SERVICES | $2,262,634 |
| METROPOLITAN GROUP LLC | PORTLAND, OR | COMMUNICATION CONSULTING | $2,149,466 |
| BETTYANDSMITH LLC | WASHINGTON, DC | COMMUNICATION CONSULTING | $2,039,223 |
2021 · 5 contractors · $18.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | Communictn Consultng | $7,425,388 |
| McCabe Message Partners LLC | WASHINGTON, DC | Communictn Consultng | $3,262,889 |
| MATHEMATICA INC | PRINCETON, NJ | RESEARCH & EVAL | $2,905,103 |
| Metropolitan Group | PORTLAND, OR | Communictn Consultng | $2,520,238 |
| MMS Education | LANGHORNE, PA | Meeting Services | $2,318,576 |
2020 · 5 contractors · $16.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | Communictn Consultng | $5,618,900 |
| McCabe Message Partners LLC | WASHINGTON, DC | Communictn Consultng | $3,132,447 |
| General Atlantic LLC | GREENWICH, CT | Investment Fund Mgt | $2,559,695 |
| MATHEMATICA INC | PRINCETON, NJ | RESEARCH & EVAL | $2,484,466 |
| Metropolitan Group | PORTLAND, OR | Communictn Consultng | $2,321,963 |
2019 · 5 contractors · $15.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | Communictn Consultng | $5,649,428 |
| McCabe Message Partners LLC | WASHINGTON, DC | Communictn Consultng | $2,874,517 |
| General Atlantic LLC | GREENWICH, CT | Investment Fund Mgt | $2,817,488 |
| Metropolitan Group | PORTLAND, OR | Communictn Consultng | $1,996,538 |
| GMMB Inc | WASHINGTON, DC | Communictn Consultng | $1,630,507 |
2018 · 5 contractors · $16.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | COMMUNICATIONS | $4,897,494 |
| VERICRED INC | NEW YORK, NY | INFORMATION SERVICES | $4,152,045 |
| GENERAL ATLANTIC LLC | GREENWICH, CT | INVESTMENT FUND MGMT | $2,817,488 |
| McCabe Message Partners LLC | WASHINGTON, DC | Consulting | $2,384,708 |
| Velir studios | SOMERVILLE, MA | Web | $2,154,730 |
2017 · 5 contractors · $16.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | COMMUNICATIONS | $4,466,241 |
| GMMB INC | WASHINGTON, DC | Communications | $4,256,246 |
| McCabe Message Partners LLC | WASHINGTON, DC | Consulting | $2,913,040 |
| Velir studios | SOMERVILLE, MA | Web | $2,308,862 |
| RAND Corporation | SANTA MONICA, CA | Research & Analysis | $2,023,704 |
2016 · 5 contractors · $12.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | COMMUNICATIONS | $3,667,160 |
| GMMB INC | WASHINGTON, DC | Communications | $2,522,257 |
| velir studios | SOMERVILLE, MA | web | $2,424,370 |
| RAND Corporation | SANTA MONICA, CA | Research & Analysis | $1,976,556 |
| Manatt Phelps & Phillips LLP | LOS ANGELES, CA | Policy Consulting | $1,912,667 |
2015 · 5 contractors · $21.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | WASHINGTON, DC | Communications | $8,791,362 |
| BURNESS COMMUNICATIONS | BETHESDA, MD | COMMUNICATIONS | $4,321,800 |
| aps asset management | investment mgt | $3,262,865 | |
| general atlantic llc | GREENWICH, CT | Investment Mgt | $2,760,744 |
| velir studios | SOMERVILLE, MA | web | $2,369,257 |
2014 · 5 contractors · $17.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA, MD | Communications | $5,250,082 |
| GMMB Inc | WASHINGTON, DC | COMMUNICATIONS | $3,599,573 |
| Velir Studios | SOMERVILLE, MA | Web | $3,061,038 |
| GYMR LLC | WASHINGTON, DC | Communctns/Media | $2,965,464 |
| General Atlantic LLC | GREENWICH, CT | Investment Managemnt | $2,705,701 |
2013 · 5 contractors · $15.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BURNESS COMMUNICATIONS | BETHESDA | COMMUNICATIONS | $6,578,161 |
| GYMR LLC | WASHINGTON | MEDIA OUTREACH | $3,164,078 |
| VELIR STUDIOS | SOMERVILLE | WEB | $2,458,128 |
| MSLGROUP Americas Inc | WASHINGTON | communications | $1,956,864 |
| ROSENBERG & ASSOCIATES | OAKLAND | Consulting | $1,756,074 |
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 · 2,815 grants to organizations · $608.7M · 278 grants to individuals · $13.9M
Listed grants add up to $622,577,112; the return's “grants paid” expense line says $660,732,627. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 2,666 grants to organizations · $531.1M · 277 grants to individuals · $12.5M
Listed grants add up to $543,575,302; the return's “grants paid” expense line says $551,244,399. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 3,847 grants to organizations · $557.0M · 295 grants to individuals · $13.0M
Listed grants add up to $570,006,415; the return's “grants paid” expense line says $610,169,388. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 3,977 grants to organizations · $607.9M · 1 summary line · $24K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $607,948,030; the return's “grants paid” expense line says $637,045,894. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 4,132 grants to organizations · $531.6M · 1 summary line · $360K
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
Listed grants add up to $531,952,564; the return's “grants paid” expense line says $602,598,582. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 3,593 grants to organizations · $434.5M
Listed grants add up to $434,541,128; the return's “grants paid” expense line says $396,582,703. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 3,567 grants to organizations · $409.7M · 1 returned · -$134K
Listed grants add up to $409,604,886; the return's “grants paid” expense line says $424,477,268. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 3,703 grants to organizations · $418.5M
Listed grants add up to $418,469,294; the return's “grants paid” expense line says $365,398,231. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 3,466 grants to organizations · $384.4M
Listed grants add up to $384,350,134; the return's “grants paid” expense line says $367,253,818. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 2,838 grants to organizations · $347.6M
Listed grants add up to $347,592,920; the return's “grants paid” expense line says $318,482,898. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 2,892 grants to organizations · $346.3M · 1 returned · -$14K
Listed grants add up to $346,240,905; the return's “grants paid” expense line says $362,021,297. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 2,839 grants to organizations · $337.6M
Listed grants add up to $337,561,658; the return's “grants paid” expense line says $361,065,670. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 2,779 grants to organizations · $292.9M
Listed grants add up to $292,906,381; the return's “grants paid” expense line says $289,666,683. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 2,789 grants to organizations · $386.4M · 2 returned · -$133K
Listed grants add up to $386,290,492; the return's “grants paid” expense line says $326,705,069. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 2,998 grants to organizations · $359.2M
Listed grants add up to $359,172,005; the return's “grants paid” expense line says $254,881,660. 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
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $86K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | STEPHEN OPPENHEIM'S RESIDUARY ESTATE | Organization or other | JACKSONVILLE, FL | $86,042 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $56K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | STEPHEN OPPENHEIM'S RESIDUARY ESTATE | Organization or other | JACKSONVILLE, FL | $56,000 | - | Form 990PF Sch. B, 2023 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $855,259,092 | $966,690,739 | $13,417,636,452 | $12,486,124,639 | $86,069 | - | $5,707,348 | - | - |
| 2023 · Form 990PF | ||||||||
| $898,458,824 | $830,837,905 | $13,678,252,785 | $12,746,303,411 | $56,070 | - | $6,440,121 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,119,236,534 | $877,646,664 | $13,832,302,736 | $12,879,799,855 | $14 | - | $6,495,222 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,125,174,588 | $873,752,406 | $14,837,880,900 | $13,904,743,023 | $1,085 | - | $5,533,168 | - | - |
| 2020 · Form 990PF | ||||||||
| $728,272,220 | $819,393,718 | $13,220,198,571 | $12,586,720,870 | $0 | - | $5,604,272 | - | - |
| 2020 · Form 990PF | ||||||||
| $728,272,220 | $819,393,718 | $13,220,198,571 | $12,586,720,870 | $0 | - | $5,604,272 | - | - |
| 2019 · Form 990PF | ||||||||
| $577,007,685 | $610,257,758 | $11,911,586,700 | $11,298,105,225 | $0 | - | $4,768,864 | - | - |
| 2018 · Form 990PF | ||||||||
| $548,738,660 | $626,585,075 | $11,137,377,034 | $10,576,756,046 | $21 | - | $4,158,132 | - | - |
| 2017 · Form 990PF | ||||||||
| $684,058,367 | $566,253,732 | $11,399,649,815 | $10,788,691,854 | $0 | - | $3,762,262 | - | - |
| 2016 · Form 990PF | ||||||||
| $665,457,051 | $566,682,310 | $10,558,794,714 | $9,950,529,091 | $12,869 | - | $3,183,122 | - | - |
| 2015 · Form 990PF | ||||||||
| $618,997,375 | $550,402,913 | $10,339,639,751 | $9,737,396,045 | $5,155 | - | $2,605,355 | - | - |
| 2014 · Form 990PF | ||||||||
| $573,410,851 | $581,274,967 | $10,495,736,109 | $9,871,719,627 | $2,990 | - | $2,532,159 | - | - |
| 2013 · Form 990PF | ||||||||
| $391,495,552 | $543,066,787 | $10,166,569,030 | $9,612,387,707 | $1,418 | - | $2,258,955 | - | - |
| 2012 · Form 990PF | ||||||||
| $561,500,620 | $470,548,094 | $9,521,733,784 | $8,863,410,030 | - | - | $2,160,054 | - | - |
| 2011 · Form 990PF | ||||||||
| $446,537,653 | $482,138,046 | $8,960,878,505 | $8,419,205,768 | - | - | $2,104,120 | - | - |
| 2010 · Form 990PF | ||||||||
| $260,635,317 | $394,275,408 | $9,192,853,044 | $8,606,373,283 | - | - | $2,141,727 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- INDEPENDENT SECTOR Washington, DC · 2 people in common (David Williams, Richard E Besser)
- POINTS OF LIGHT FOUNDATION Atlanta, GA · 1 person in common (David Williams)
Funders of this organization
23 grantors reported grants to this organization, $1,983,467 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| ALLIED MEDIA PROJECTS INC | Public charity | Exact | 2024 | 1 | $579,916 | 2024 | $579,916 | show |
| COMMUNITY INITIATIVES | Public charity | Exact | 2021 | 1 | $511,302 | 2021 | $511,302 | show |
| JOSEPH AND CHERYL MARINO FAMILY FOUNDATION | Private foundation | Fuzzy filed as “ROBERT WOOD JOHNSON FOUNDATION” | 2010, 2012, 2015-2020, 2025 | 9 | $222,500 | 2025 | $18,000 | show |
| COREWELL HEALTH | Public charity | Exact | 2020 | 1 | $127,936 | 2020 | $127,936 | show |
| TIDES CENTER | Public charity | Exact | 2021 | 1 | $67,462 | 2021 | $67,462 | show |
| SENIORCARE MONTCHANIN INC | Public charity | Exact | 2010-2015 | 6 | $65,183 | 2015 | $8,095 | show |
| SHINEMAKER FOUNDATION | Private foundation | Fuzzy filed as “ROBERT WOOD JOHNSON FOUNDATION” | 2021-2023 | 3 | $60,000 | 2023 | $20,000 | show |
| MAYORS FUND FOR LOS ANGELES | Public charity | Exact | 2024 | 1 | $51,666 | 2024 | $51,666 | show |
| EAST CAROLINA HEALTH | Public charity | Exact | 2010, 2012 | 2 | $49,822 | 2012 | $24,911 | show |
| NEW JERSEY CITIZEN ACTION EDUCATION FUND INC | Public charity | Exact | 2015 | 1 | $47,517 | 2015 | $47,517 | show |
| TEXOMA HEALTH FOUNDATION | Public charity | Exact | 2022 | 3 | $43,300 | 2022 | $43,300 | show |
| COLLEGE OF AMERICAN PATHOLOGISTS FOUNDATION | Public charity | Exact | 2020-2022 | 3 | $42,509 | 2022 | $16,400 | show |
| DIGITALIS COMMONS INC | Public charity | Exact | 2019 | 1 | $36,000 | 2019 | $36,000 | show |
| WADES ARMY | Public charity | Exact | 2022 | 1 | $25,000 | 2022 | $25,000 | show |
| NATIONAL ALLIANCE FOR CARE AT HOME LEADERSHIP FOUNDATION | Public charity | Exact | 2011 | 1 | $11,132 | 2011 | $11,132 | show |
| NEW YORK ACADEMY OF MEDICINE | Public charity | Exact | 2017 | 1 | $10,659 | 2017 | $10,659 | show |
| WILLIAM H FRIST FAMILY FOUNDATION | Private foundation | Fuzzy filed as “ROBERT WOOD JOHNSON FOUNDATION” | 2020 | 1 | $10,000 | 2020 | $10,000 | show |
| RIVERVIEW MEDICAL CENTER AUXILIARY INC | Public charity | Exact | 2012 | 1 | $5,562 | 2012 | $5,562 | show |
| SHARP MEMORIAL HOSPITAL | Public charity | Exact | 2015 | 1 | $5,001 | 2015 | $5,001 | show |
| LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE | Public charity | Exact | 2017 | 1 | $5,000 | 2017 | $5,000 | show |
| RITA MORGAN CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “Robert Wood Johnson Foundation” | 2022 | 1 | $2,000 | 2022 | $2,000 | show |
| FINE FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “ROBERT WOOD JOHNSON FOUNDATION” | 2016 | 1 | $2,000 | 2016 | $2,000 | show |
| KEENAN FOUNDATION INC | Private foundation | Fuzzy filed as “ROBERT WOOD JOHNSON FOUNDATION” | 2014 | 1 | $2,000 | 2014 | $2,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SHERWOOD FOUNDATION | NE | T20 | $943,412,098 | $319,391,186 | CHAIRMAN | $685,500 | Same NTEE code T20, revenue within 2x |
| LAURA AND JOHN ARNOLD FOUNDATION | TX | T20 | $486,369,598 | $211,620,745 | DIRECTOR/CO-CHAIR | $0 | Same NTEE code T20, revenue within 2x |
| ZOOM FOUNDATION | CT | T20 | $450,447,052 | $38,535,155 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| KNIGHT FOUNDATION | OR | T20 | $520,024,706 | $277,515,298 | PRESIDENT/TREAS | $0 | Same NTEE code T20, revenue within 2x |
| RENWICK FOUNDATION-USA | NY | T20 | $786,566,835 | $114,278 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| SAROFIM FOUNDATION | TX | T20 | $476,480,689 | $144,323,415 | Executive Director | $556,886 | Same NTEE code T20, revenue within 2x |
| JOHN D & CATHERINE T MACARTHUR FOUNDATION | IL | T20 | $890,851,721 | $414,659,854 | VP / CHIEF INVESTMENT OFFICER | $3,764,295 | Same NTEE code T20, revenue within 2x |
| WALTON FAMILY FOUNDATION INC | AR | T20 | $1,146,415,772 | $716,580,611 | Executive Director | $804,972 | Same NTEE code T20, revenue within 2x |
| H&H EVERGREEN FOUNDATION | CA | T20 | $728,013,702 | $195,274,576 | PROGRAM MANAGER | $63,000 | Same NTEE code T20, revenue within 2x |
| WALTER SCOTT FAMILY FOUNDATION | NE | T20 | $1,147,113,015 | $51,522,084 | PRESIDENT & CEO | $28,498 | Same NTEE code T20, revenue within 2x |
| BLOOMBERG FAMILY FOUNDATION INC | NY | T20 | $1,642,529,594 | $1,509,929,162 | DIRECTOR | $12,900 | Same NTEE code T20, revenue within 2x |
| MAXWELL HANRAHAN FOUNDATION | CA | T20 | $481,434,879 | $24,644,264 | EXECUTIVE DIRECTOR | $328,617 | Same NTEE code T20, revenue within 2x |
| MARINE TOYS FOR TOTS FOUNDATION | VA | T20 | $432,326,962 | $405,633,766 | PRESIDENT & CEO | $484,426 | Same NTEE code T20, revenue within 2x |
| CHAN ZUCKERBERG INITIATIVE FOUNDATION | CA | T20 | $1,494,476,554 | $323,025,697 | SENIOR DIRECTOR, AI | $1,017,531 | Same NTEE code T20, revenue within 2x |
| DAVID AND LUCILE PACKARD FOUNDATION | CA | T20 | $569,876,756 | $452,085,577 | CHIEF INVESTMENT OFFICER | $3,436,140 | Same NTEE code T20, revenue within 2x |
| CARL VICTOR PAGE MEMORIAL FOUNDATION | CA | T20 | $798,559,805 | $321,993,373 | DIRECTOR, CHAIRMAN & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| SHELBY CULLOM DAVIS CHARITABLE FUND INC | DE | T20 | $487,136,416 | $128,200,786 | Assistant Sec/Executive Dir | $200,000 | Same NTEE code T20, revenue within 2x |
| LEONA M & HARRY B HELMSLEY CHARITABLE TRUST | NY | T20 | $497,259,658 | $422,168,442 | CHIEF EXECUTIVE OFFICER | $1,269,175 | Same NTEE code T20, revenue within 2x |
| POINT REYES FOUNDATION INC | NJ | T20 | $300,951,652 | $56,000,000 | DIRECTOR, CHAIR, CEO | $0 | Same NTEE code T20, revenue within 5x, same state |
| JARVIS FOUNDATION | IL | T20 | $188,789,753 | $4,725,199 | PRESIDENT | $0 | Same NTEE code T20, revenue within 5x |
| STOLLER FOUNDATION | TX | T20 | $376,713,820 | $41,544,647 | CFO-CIO | $243,400 | Same NTEE code T20, revenue within 5x |
| GRATA VITA FOUNDATION | KS | T20 | $427,486,022 | $115,000 | Trustee | $5,000 | Same NTEE code T20, revenue within 5x |
| THE TEPPER FOUNDATION | NY | T20 | $328,766,599 | $114,353,711 | CFO | $231,783 | Same NTEE code T20, revenue within 5x |
| GENE HAAS FOUNDATION | CA | T20 | $195,110,093 | $31,099,324 | GHF DIRECTOR EDUCATI | $232,874 | Same NTEE code T20, revenue within 5x |
| PATTERSON FAMILY FOUNDATION | MO | T20 | $206,307,740 | $73,537,366 | PRESIDENT, CEO, SECRETARY | $241,179 | Same NTEE code T20, revenue within 5x |
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).
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 · $966,690,739 spent · pay $98,737,724 · grants $660,732,627 · events $2,627,255
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $660,732,627 | 68.3% | |
| Other expenses | $126,542,530 | 13.1% | |
| Fees: other professional | $54,365,229 | 5.6% | |
| Other salaries and wages | $53,997,378 | 5.6% | |
| Pension plans and employee benefits | $39,032,998 | 4.0% | |
| Taxes | $10,985,381 | 1.1% | |
| Pay: officers, directors, trustees | $5,707,348 | 0.6% | |
| Depreciation and depletion | $5,468,556 | 0.6% | |
| Occupancy | $3,568,016 | 0.4% | |
| Travel, conferences and meetings | $2,627,255 | 0.3% | |
| Fees: legal | $2,277,820 | 0.2% | |
| Fees: accounting | $737,764 | 0.1% | |
| Printing and publications | $643,306 | 0.1% | |
| Interest | $4,531 | 0.0% | |
| Total | $966,690,739 | 100% |
2023 · Form 990PF · $830,837,905 spent · pay $90,771,515 · grants $551,244,399 · events $1,923,048
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $551,244,399 | 66.3% | |
| Other expenses | $109,271,354 | 13.2% | |
| Fees: other professional | $50,828,700 | 6.1% | |
| Other salaries and wages | $48,841,074 | 5.9% | |
| Pension plans and employee benefits | $35,490,320 | 4.3% | |
| Taxes | $14,920,894 | 1.8% | |
| Pay: officers, directors, trustees | $6,440,121 | 0.8% | |
| Depreciation and depletion | $5,901,246 | 0.7% | |
| Occupancy | $3,577,583 | 0.4% | |
| Travel, conferences and meetings | $1,923,048 | 0.2% | |
| Fees: legal | $1,048,856 | 0.1% | |
| Fees: accounting | $703,405 | 0.1% | |
| Printing and publications | $640,875 | 0.1% | |
| Interest | $6,030 | 0.0% | |
| Total | $830,837,905 | 100% |
2022 · Form 990PF · $877,646,664 spent · pay $93,444,118 · grants $610,169,388 · events $1,426,137
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $610,169,388 | 69.5% | |
| Other expenses | $97,894,197 | 11.2% | |
| Other salaries and wages | $50,857,225 | 5.8% | |
| Fees: other professional | $45,986,130 | 5.2% | |
| Pension plans and employee benefits | $36,091,671 | 4.1% | |
| Taxes | $17,203,474 | 2.0% | |
| Pay: officers, directors, trustees | $6,495,222 | 0.7% | |
| Depreciation and depletion | $5,789,989 | 0.7% | |
| Occupancy | $3,587,371 | 0.4% | |
| Travel, conferences and meetings | $1,426,137 | 0.2% | |
| Fees: legal | $899,715 | 0.1% | |
| Fees: accounting | $652,109 | 0.1% | |
| Printing and publications | $589,376 | 0.1% | |
| Interest | $4,660 | 0.0% | |
| Total | $877,646,664 | 100% |
2021 · Form 990PF · $873,752,406 spent · pay $79,189,756 · grants $637,045,894 · events $126,114
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $637,045,894 | 72.9% | |
| Other expenses | $88,988,819 | 10.2% | |
| Fees: other professional | $42,867,028 | 4.9% | |
| Pension plans and employee benefits | $36,966,171 | 4.2% | |
| Other salaries and wages | $36,690,417 | 4.2% | |
| Taxes | $14,162,978 | 1.6% | |
| Pay: officers, directors, trustees | $5,533,168 | 0.6% | |
| Depreciation and depletion | $5,364,434 | 0.6% | |
| Occupancy | $3,464,532 | 0.4% | |
| Fees: legal | $1,285,948 | 0.1% | |
| Fees: accounting | $631,343 | 0.1% | |
| Printing and publications | $598,475 | 0.1% | |
| Travel, conferences and meetings | $126,114 | 0.0% | |
| Interest | $27,085 | 0.0% | |
| Total | $873,752,406 | 100% |
2020 · Form 990PF · $819,393,718 spent · pay $78,360,024 · grants $602,598,582 · events $505,316
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $602,598,582 | 73.5% | |
| Other expenses | $76,051,445 | 9.3% | |
| Fees: other professional | $41,563,628 | 5.1% | |
| Other salaries and wages | $37,185,054 | 4.5% | |
| Pension plans and employee benefits | $35,570,698 | 4.3% | |
| Taxes | $10,826,553 | 1.3% | |
| Pay: officers, directors, trustees | $5,604,272 | 0.7% | |
| Depreciation and depletion | $5,091,139 | 0.6% | |
| Occupancy | $2,947,250 | 0.4% | |
| Fees: accounting | $560,430 | 0.1% | |
| Travel, conferences and meetings | $505,316 | 0.1% | |
| Fees: legal | $454,584 | 0.1% | |
| Printing and publications | $405,788 | 0.0% | |
| Interest | $28,979 | 0.0% | |
| Total | $819,393,718 | 100% |
2019 · Form 990PF · $610,257,758 spent · pay $69,360,541 · grants $396,582,703 · events $2,575,443
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $396,582,703 | 65.0% | |
| Other expenses | $82,371,065 | 13.5% | |
| Fees: other professional | $43,746,838 | 7.2% | |
| Other salaries and wages | $34,830,692 | 5.7% | |
| Pension plans and employee benefits | $29,760,985 | 4.9% | |
| Taxes | $5,675,107 | 0.9% | |
| Depreciation and depletion | $5,444,689 | 0.9% | |
| Pay: officers, directors, trustees | $4,768,864 | 0.8% | |
| Occupancy | $2,826,106 | 0.5% | |
| Travel, conferences and meetings | $2,575,443 | 0.4% | |
| Fees: legal | $588,787 | 0.1% | |
| Fees: accounting | $558,451 | 0.1% | |
| Printing and publications | $500,241 | 0.1% | |
| Interest | $27,787 | 0.0% | |
| Total | $610,257,758 | 100% |
2018 · Form 990PF · $626,585,075 spent · pay $67,190,205 · grants $424,477,268 · events $2,776,820
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $424,477,268 | 67.7% | |
| Other expenses | $73,005,729 | 11.7% | |
| Fees: other professional | $38,090,803 | 6.1% | |
| Other salaries and wages | $32,853,216 | 5.2% | |
| Pension plans and employee benefits | $30,178,857 | 4.8% | |
| Taxes | $10,818,780 | 1.7% | |
| Depreciation and depletion | $5,658,143 | 0.9% | |
| Pay: officers, directors, trustees | $4,158,132 | 0.7% | |
| Occupancy | $2,866,165 | 0.5% | |
| Travel, conferences and meetings | $2,776,820 | 0.4% | |
| Fees: legal | $651,018 | 0.1% | |
| Fees: accounting | $524,458 | 0.1% | |
| Printing and publications | $501,171 | 0.1% | |
| Interest | $24,515 | 0.0% | |
| Total | $626,585,075 | 100% |
2017 · Form 990PF · $566,253,732 spent · pay $62,231,159 · grants $365,398,231 · events $2,723,570
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $365,398,231 | 64.5% | |
| Other expenses | $76,894,318 | 13.6% | |
| Fees: other professional | $35,370,284 | 6.2% | |
| Other salaries and wages | $32,185,092 | 5.7% | |
| Pension plans and employee benefits | $26,283,805 | 4.6% | |
| Taxes | $12,954,301 | 2.3% | |
| Depreciation and depletion | $6,183,489 | 1.1% | |
| Pay: officers, directors, trustees | $3,762,262 | 0.7% | |
| Occupancy | $2,727,402 | 0.5% | |
| Travel, conferences and meetings | $2,723,570 | 0.5% | |
| Printing and publications | $684,848 | 0.1% | |
| Fees: legal | $586,040 | 0.1% | |
| Fees: accounting | $477,463 | 0.1% | |
| Interest | $22,627 | 0.0% | |
| Total | $566,253,732 | 100% |
2016 · Form 990PF · $566,682,310 spent · pay $60,147,880 · grants $367,253,818 · events $2,673,736
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $367,253,818 | 64.8% | |
| Other expenses | $68,454,167 | 12.1% | |
| Fees: other professional | $40,321,776 | 7.1% | |
| Other salaries and wages | $31,236,292 | 5.5% | |
| Pension plans and employee benefits | $25,728,466 | 4.5% | |
| Taxes | $17,338,688 | 3.1% | |
| Depreciation and depletion | $6,753,467 | 1.2% | |
| Pay: officers, directors, trustees | $3,183,122 | 0.6% | |
| Travel, conferences and meetings | $2,673,736 | 0.5% | |
| Occupancy | $2,168,283 | 0.4% | |
| Printing and publications | $625,581 | 0.1% | |
| Fees: accounting | $506,204 | 0.1% | |
| Fees: legal | $417,694 | 0.1% | |
| Interest | $21,016 | 0.0% | |
| Total | $566,682,310 | 100% |
2015 · Form 990PF · $550,402,913 spent · pay $56,899,377 · grants $318,482,898 · events $2,680,365
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $318,482,898 | 57.9% | |
| Other expenses | $96,563,062 | 17.5% | |
| Fees: other professional | $42,672,771 | 7.8% | |
| Other salaries and wages | $30,285,104 | 5.5% | |
| Pension plans and employee benefits | $24,008,918 | 4.4% | |
| Taxes | $21,598,555 | 3.9% | |
| Depreciation and depletion | $7,175,830 | 1.3% | |
| Travel, conferences and meetings | $2,680,365 | 0.5% | |
| Pay: officers, directors, trustees | $2,605,355 | 0.5% | |
| Occupancy | $2,561,803 | 0.5% | |
| Printing and publications | $716,633 | 0.1% | |
| Fees: legal | $533,760 | 0.1% | |
| Fees: accounting | $492,945 | 0.1% | |
| Interest | $24,914 | 0.0% | |
| Total | $550,402,913 | 100% |
2014 · Form 990PF · $581,274,967 spent · pay $50,128,497 · grants $362,021,297 · events $2,209,947
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $362,021,297 | 62.3% | |
| Other expenses | $95,515,617 | 16.4% | |
| Fees: other professional | $45,452,171 | 7.8% | |
| Other salaries and wages | $27,143,227 | 4.7% | |
| Pension plans and employee benefits | $20,453,111 | 3.5% | |
| Taxes | $14,720,396 | 2.5% | |
| Depreciation and depletion | $7,357,320 | 1.3% | |
| Pay: officers, directors, trustees | $2,532,159 | 0.4% | |
| Travel, conferences and meetings | $2,209,947 | 0.4% | |
| Occupancy | $1,762,893 | 0.3% | |
| Printing and publications | $956,916 | 0.2% | |
| Fees: legal | $619,927 | 0.1% | |
| Fees: accounting | $497,818 | 0.1% | |
| Interest | $32,168 | 0.0% | |
| Total | $581,274,967 | 100% |
2013 · Form 990PF · $543,066,787 spent · pay $45,773,326 · grants $361,065,670 · events $1,634,907
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $361,065,670 | 66.5% | |
| Other expenses | $80,907,284 | 14.9% | |
| Fees: other professional | $35,930,501 | 6.6% | |
| Other salaries and wages | $24,243,985 | 4.5% | |
| Pension plans and employee benefits | $19,270,386 | 3.5% | |
| Taxes | $7,220,615 | 1.3% | |
| Depreciation and depletion | $6,601,650 | 1.2% | |
| Pay: officers, directors, trustees | $2,258,955 | 0.4% | |
| Occupancy | $1,684,045 | 0.3% | |
| Travel, conferences and meetings | $1,634,907 | 0.3% | |
| Printing and publications | $900,419 | 0.2% | |
| Fees: legal | $695,052 | 0.1% | |
| Fees: accounting | $614,639 | 0.1% | |
| Interest | $38,679 | 0.0% | |
| Total | $543,066,787 | 100% |
2012 · Form 990PF · $470,548,094 spent · pay $42,688,742 · grants $289,666,683 · events $1,398,245
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $289,666,683 | 61.6% | |
| Other expenses | $76,339,022 | 16.2% | |
| Fees: other professional | $40,023,345 | 8.5% | |
| Other salaries and wages | $22,869,003 | 4.9% | |
| Pension plans and employee benefits | $17,659,685 | 3.8% | |
| Taxes | $10,835,411 | 2.3% | |
| Depreciation and depletion | $6,016,918 | 1.3% | |
| Pay: officers, directors, trustees | $2,160,054 | 0.5% | |
| Occupancy | $1,549,384 | 0.3% | |
| Travel, conferences and meetings | $1,398,245 | 0.3% | |
| Printing and publications | $905,725 | 0.2% | |
| Fees: accounting | $685,928 | 0.1% | |
| Fees: legal | $392,463 | 0.1% | |
| Interest | $46,228 | 0.0% | |
| Total | $470,548,094 | 100% |
2011 · Form 990PF · $482,138,046 spent · pay $38,804,296 · grants $326,705,069 · events $1,377,588
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $326,705,069 | 67.8% | |
| Other expenses | $54,095,401 | 11.2% | |
| Fees: other professional | $46,608,058 | 9.7% | |
| Other salaries and wages | $21,010,805 | 4.4% | |
| Pension plans and employee benefits | $15,689,371 | 3.3% | |
| Depreciation and depletion | $5,914,282 | 1.2% | |
| Taxes | $4,578,928 | 0.9% | |
| Pay: officers, directors, trustees | $2,104,120 | 0.4% | |
| Occupancy | $1,879,996 | 0.4% | |
| Travel, conferences and meetings | $1,377,588 | 0.3% | |
| Fees: accounting | $848,708 | 0.2% | |
| Printing and publications | $832,095 | 0.2% | |
| Fees: legal | $456,030 | 0.1% | |
| Interest | $37,595 | 0.0% | |
| Total | $482,138,046 | 100% |
2010 · Form 990PF · $394,275,408 spent · pay $38,702,010 · grants $254,881,660 · events $1,158,596
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $254,881,660 | 64.6% | |
| Other expenses | $49,642,201 | 12.6% | |
| Fees: other professional | $37,301,958 | 9.5% | |
| Other salaries and wages | $20,726,184 | 5.3% | |
| Pension plans and employee benefits | $15,834,099 | 4.0% | |
| Depreciation and depletion | $6,064,036 | 1.5% | |
| Taxes | $2,414,847 | 0.6% | |
| Pay: officers, directors, trustees | $2,141,727 | 0.5% | |
| Occupancy | $1,954,096 | 0.5% | |
| Printing and publications | $1,237,093 | 0.3% | |
| Travel, conferences and meetings | $1,158,596 | 0.3% | |
| Fees: accounting | $649,042 | 0.2% | |
| Fees: legal | $215,897 | 0.1% | |
| Interest | $53,972 | 0.0% | |
| Total | $394,275,408 | 100% |
State business registration
- THE ROBERT WOOD JOHNSON FOUNDATION CORPORATION FL, Foreign nonprofit corporation (FORNP), Active, formed 2012-07-13
The same business name in the same state, from the state’s official registry data.
Trademarks
19 US trademarks, 15 live.
- Robert Wood Johnson Foundation 19 marks, NJ EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| RWJF ROBERT WOOD JOHNSON FOUNDATION | 98402545 | 2024-02-12 | Registered | TRTDXFAP, file of 2026-04-08 |
| RWJF | 98402530 | 2024-02-12 | Registered | TRTDXFAP, file of 2026-06-03 |
| RWJF | 88703830 | 2019-11-22 | Registered | TRTDXFAP, file of 2026-03-04 |
| ROBERT WOOD JOHNSON FOUNDATION | 88703829 | 2019-11-22 | Registered | TRTDXFAP, file of 2026-03-04 |
| (design) | 88703827 | 2019-11-22 | Registered | TRTDXFAP, file of 2026-03-04 |
| (design) | 88227015 | 2018-12-12 | Registered | TRTYRAP, file of 2026-04-03 |
| LAWATLAS | 85830097 | 2013-01-23 | Registered and renewed | TRTYRAP, file of 2026-04-03 |
| ALIGNING FORCES FOR QUALITY | 77770877 | 2009-06-30 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
| CONSUMER VOICES FOR COVERAGE | 77312114 | 2007-10-24 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
| (design) | 77284569 | 2007-09-20 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments