BLUE MARBLE HOLDINGS CORPORATION

Cite this

Plain text BLUE MARBLE HOLDINGS CORPORATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/blue-marble-holdings-corporation-237014581. Retrieved 2026-10-24.

APA furp.org. (n.d.). BLUE MARBLE HOLDINGS CORPORATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 24, 2026, from https://furp.org/org/blue-marble-holdings-corporation-237014581

MLA “BLUE MARBLE HOLDINGS CORPORATION.” furp.org, tax years 2009–2024, https://furp.org/org/blue-marble-holdings-corporation-237014581. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue -$35.7M · expenses $685 · assets $32.8M

EIN
23-7014581
Address
600 ATLANTIC AVE C/O HMC INC, BOSTON, MA 02210-2203
NTEE code
B110
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
May 1992 (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 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

Blue Marble Holdings Corporation invests funds for the benefit of President & Fellows of Harvard College, a related 501(c)(3) supported organization.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

7 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
Nirmal P Narvekar DIRECTOR & PRESIDENT2016-2024 $6,383,808$62,767,125 8
Sanjeev Daga Director & Treasurer2018-2024 $5,120,519$36,696,649 7
Kathryn I Murtagh DIRECTOR & SECRETARY2009-2024 $2,427,727$25,989,478 8
Robert A Ettl (former) FORMER DIRECTOR & TREASURER2009-2019 $4,840,210$42,829,852 8
Jane L Mendillo (former) DIRECTOR & PRESIDENT(UNTIL 12/31/14)2009-2014 $13,812,651$41,812,529 8
Stephen J Blyth (former) DIRECTOR & PRESIDENT (SEE SCH O)2014-2016 $6,800,936$30,035,326 9
Kevin F Shannon (former) FORMER TREASURER2016-2020 $198,236$4,522,431 7

People by year

2024 · 3 people listed · 3 paid, $13.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$6,214,550$169,258 $6,383,8088
SANJEEV DAGA Director & Treasurer1 $0$4,967,949$152,570 $5,120,5197
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$2,377,116$50,611 $2,427,7278
2023 · 3 people listed · 3 paid, $13.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$6,065,114$163,603 $6,228,7178
SANJEEV DAGA Director & Treasurer1 $0$4,849,849$145,850 $4,995,6997
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$2,296,350$48,682 $2,345,0328
2022 · 3 people listed · 3 paid, $15.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$9,602,531$65,735 $9,668,2668
SANJEEV DAGA Director & Treasurer1 $0$3,915,776$67,097 $3,982,8737
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$2,252,121$46,222 $2,298,3438
2021 · 3 people listed · 3 paid, $18.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$8,749,717$1,728,098 $10,477,8158
SANJEEV DAGA Director & Treasurer1 $0$5,521,785$63,765 $5,585,5507
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$2,452,214$44,560 $2,496,7748
2020 · 4 people listed · 4 paid, $10.7M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANJEEV DAGA Director & Treasurer1 $0$6,020,756$1,136,730 $7,157,4867
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$2,252,656$43,641 $2,296,2978
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$1,002,336$62,285 $1,064,6218
KEVIN F SHANNON FORMER TREASURER1 $0$175,964$22,272 $198,2367
2019 · 5 people listed · 5 paid, $24.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANJEEV DAGA Director & Treasurer1 $0$6,264,390$3,590,132 $9,854,5227
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$6,252,291$61,539 $6,313,8308
ROBERT A ETTL FORMER DIRECTOR & TREASURER1 $0$4,775,833$64,377 $4,840,2108
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$1,936,548$42,914 $1,979,4628
KEVIN F SHANNON FORMER TREASURER1 $0$1,100,437$64,377 $1,164,8147
2018 · 5 people listed · 4 paid, $16.1M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$7,201,795$1,357,418 $8,559,2138
ROBERT A ETTL DIRECTOR & TREASURER (UNTIL 3/14/19)1 $0$4,448,145$62,771 $4,510,9168
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$1,836,048$42,040 $1,878,0888
KEVIN F SHANNON FORMER TREASURER1 $0$1,099,992$62,909 $1,162,9017
SANJEEV DAGA Director & Treasurer (AS OF 3/14/19)1 $0$0$0 $07
2017 · 4 people listed · 4 paid, $21.1M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT1 $0$9,251,786$3,847,338 $13,099,1248
ROBERT A ETTL DIRECTOR & TREASURER1 $0$5,254,276$59,641 $5,313,9178
KATHRYN I MURTAGH DIRECTOR & SECRETARY1 $0$1,651,050$40,440 $1,691,4908
KEVIN F SHANNON ASSISTANT TREASURER1 $0$972,828$59,779 $1,032,6077
2016 · 5 people listed · 5 paid, $14.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN J BLYTH DIRECTOR & PRESIDENT (SEE SCH O)1 $0$6,759,158$41,778 $6,800,9369
ROBERT A ETTL DIRECTOR & TREASURER (SEE SCH O)1 $0$4,299,220$57,059 $4,356,2798
KATHRYN I MURTAGH DIRECTOR & SECRETARY (SEE SCH O)1 $0$1,464,116$39,055 $1,503,1718
NIRMAL P NARVEKAR DIRECTOR & PRESIDENT (SEE SCH O)1 $0$57,746$913,985 $971,7318
KEVIN F SHANNON ASSISTANT TREASURER (SEE SCH O)1 $0$906,805$57,068 $963,8737
2015 · 3 people listed · 3 paid, $21.0M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN J BLYTH DIRECTOR & PRESIDENT1 $0$14,835,934$52,350 $14,888,2849
ROBERT A ETTL DIRECTOR & TREASURER1 $0$4,697,050$55,067 $4,752,1178
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$1,284,937$37,911 $1,322,8488
2014 · 4 people listed · 4 paid, $27.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE L MENDILLO DIRECTOR & PRESIDENT(UNTIL 12/31/14)1 $0$13,757,369$55,282 $13,812,6518
STEPHEN J BLYTH DIRECTOR & PRESIDENT(AS OF 1/1/15)1 $0$8,292,315$53,791 $8,346,1069
ROBERT A ETTL DIRECTOR & TREASURER1 $0$4,389,924$54,933 $4,444,8578
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$980,618$37,615 $1,018,2338
2013 · 3 people listed · 3 paid, $14.6M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE L MENDILLO DIRECTOR & PRESIDENT1 $0$9,497,390$62,547 $9,559,9378
ROBERT A ETTL DIRECTOR & TREASURER1 $0$4,009,729$56,337 $4,066,0668
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$968,766$36,744 $1,005,5108
2012 · 3 people listed · 3 paid, $9.7M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE L MENDILLO DIRECTOR & PRESIDENT1 $0$4,746,610$54,737 $4,801,3478
ROBERT A ETTL DIRECTOR & TREASURER1 $0$3,911,802$51,024 $3,962,8268
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$927,618$34,353 $961,9718
2011 · 3 people listed · 3 paid, $9.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE L MENDILLO DIRECTOR & PRESIDENT1 $0$5,277,599$46,154 $5,323,7538
ROBERT A ETTL DIRECTOR & TREASURER1 $0$2,860,740$47,454 $2,908,1948
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$913,599$34,330 $947,9298
2010 · 3 people listed · 3 paid, $6.5M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE L MENDILLO DIRECTOR & PRESIDENT1 $0$3,516,539$43,919 $3,560,4588
ROBERT A ETTL DIRECTOR & TREASURER1 $0$1,916,975$48,219 $1,965,1948
KATHRYN I MURTAGH DIRECTOR & CLERK1 $0$909,252$32,267 $941,5198
2009 · 3 people listed · 3 paid, $7.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jane L Mendillo Director & President1 $0$3,498,269$1,256,114 $4,754,3838
Robert A Ettl Director & Treasurer1 $0$1,685,712$23,564 $1,709,2768
Kathryn I Murtagh Director & Clerk1 $0$843,151$31,933 $875,0848

Highest-paid independent contractors

2024 · 1 contractor · $218K
NameLocationServicePaid
SOLUM PARTNERS LPBOSTON, MAInvestment Management$217,897
2023 · 3 contractors · Not reported
NameLocationServicePaid
SGGC CONSULTORIA EM GESTAO LTDA, RIO DE JANEIROCONSULTING-
VTX CONSULTORIA EM GESTAO LTDARIO DAS PEDRASSPCONSULTING-
SOLUM PARTNERS LPBOSTON, MAInvestment Management-
2022 · 3 contractors · Not reported
NameLocationServicePaid
SOLUM PARTNERS LPBOSTON, MAInvestment Management-
SGGC CONSULTORIA EM GESTAO LTDA, RIO DE JANEIROCONSULTING-
VTX CONSULTORIA EM GESTAO LTDARIO DAS PEDRASSPCONSULTING-
2021 · 3 contractors · $2.3M
NameLocationServicePaid
SOLUM PARTNERS LPBOSTON, MAInvestment Management$1,269,492
SGGC CONSULTORIA EM GESTAO LTDA, RIO DE JANEIROCONSULTING$574,715
VTX CONSULTORIA EM GESTAO LTDARIO DAS PEDRASSPCONSULTING$495,795
2020 · 2 contractors · $276K
NameLocationServicePaid
SOLUM PARTNERS LPBOSTON, MAInvestment Management$168,154
Ropes & GrayBOSTON, MALegal Services$107,851
2019 · 3 contractors · $1.5M
NameLocationServicePaid
MB-Consultoria em Gestao Estrategica LtdaRIO GRANDE DO SULInvestment Management$1,243,252
SGGC Consultoria em Gestao LtdaItuSPInvestment Management$137,519
Ropes & GrayBOSTON, MALegal Services$124,758
2018 · 2 contractors · $936K
NameLocationServicePaid
MB-Consultoria em Gestao Estrategica LtdaRIO GRANDE DO SULInvestment Management$715,338
Ropes & GrayBOSTON, MALegal Services$220,201
2017 · 1 contractor · $928K
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT MANAGEMENT$928,316
2016 · 1 contractor · $928K
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT MANAGEMENT$928,316
2015 · 2 contractors · $1.0M
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT MANAGEMENT$886,905
ROPES & GRAY LLPBOSTON, MALEGAL SERVICES$148,938
2014 · 2 contractors · $1.2M
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT MANAGEMENT$868,890
ROPES & GRAY LLPBOSTON, MALEGAL SERVICES$319,602
2013 · 3 contractors · $1.7M
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDINVESTMENT MANAGEMENT$837,659
DLA PIPER AUSTRALIALEGAL SERVICES$636,452
ROPES & GRAY LLPLEGAL SERVICES$231,000
2012 · 1 contractor · $782K
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT CONSULTING$782,169
2011 · 1 contractor · $711K
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT CONSULTING$710,843
2010 · 1 contractor · $5.1M
NameLocationServicePaid
MB CONSULTORIA EM GESTAO ESTRATEGICA LTDRIO GRANDE DO SULINVESTMENT CONSULTING$5,139,558
2009 · 1 contractor · $422K
NameLocationServicePaid
MB Consultoria Em Gestao Estrategica LTDRio Grande do SulInvestment Consulting$422,267

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.

2009 · 1 grant to organizations · $54.7M

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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 990 period ending 2025-06-30 · view filing · original 990 ↗
-$35,657,669$685 $32,777,256$32,777,256 $0$0 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$2,576,845$685 $65,587,412$65,587,412 $0$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,512,687$76,859 $66,017,956$66,017,956 $0$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$56,144,542$87,267 $68,826,326$68,826,326 $0$0 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$7,579,850$573,264 $156,410,794$156,188,471 $0$0 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$2,669,004$1,862,801 $121,583,406$121,567,686 $0$0 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
-$59,986,916$4,500,761 $245,312,304$245,263,717 $0$0 $000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$3,340,271$2,379,631 $360,681,751$360,548,175 $0$0 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
-$26,374,163$1,938,316 $392,724,451$392,689,700 $0$0 $000
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$18,130,731$2,158,664 $770,819,070$770,805,555 $0$0 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$64,247,407$2,521,454 $892,457,493$892,457,493 $0$0 $000
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$50,751,147$9,146,219 $946,184,179$939,689,231 $0$0 $000
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$52,616,741$8,778,090 $921,561,963$913,954,827 $0$0 $000
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$20,548,726$8,383,810 $810,247,490$810,247,490 $0$0 $000
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
-$96,082,137$11,922,463 $719,633,534$719,633,534 $0$0 $000
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$100,863,297$62,554,197 $539,497,403$539,497,403 $97,316,257$0 $000

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.

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
FRAMINGHAM HIGH SCHOOL FOUNDATIONMAB11 -$3,985$16,817 PRESIDENT$0 Same NTEE code B11, revenue within 2x, same state
HOBOMOCK PARENT TEACHER ORGANIZATIONMAB11 -$12,898- ACTING PRESIDENT$0 Same NTEE code B11, revenue within 2x, same state
HOPKINTON HIGH SCHOOL ATHLETIC BOOSTERS CLUBMAB11 -$10,607$45,426 TREASURER$0 Same NTEE code B11, revenue within 2x, same state
STONEHAM HIGH SCHOOL BOOSTER CLUB INCMAB11 -$548$1,000 Director$0 Same NTEE code B11, revenue within 2x, same state
RCA SUPPORT CORPORATIONGAB11 -$1,356,777$0 President$563,102 Same NTEE code B11, revenue within 2x
COLORADO MILITARY ACADEMY BUILDING CORPORATIONCOB11 -$396,234$581,206 Chairman$0 Same NTEE code B11, revenue within 2x
L P S DEVELOPMENT CORPORATIONTXB11 -$193,786$0 President$0 Same NTEE code B11, revenue within 2x
DETROIT ACHIEVEMENT ACADEMY SUPPORT CORPORATIONMIB11 -$548,851$0 PRESIDENT$0 Same NTEE code B11, revenue within 2x
PACIFIC COLLEGIATE FOUNDATIONCAB11 -$405,298$40,526 CHAIR$0 Same NTEE code B11, revenue within 2x
SPELMAN COLLEGE SPECIAL VENTURES FUND INCGAB11 -$1,029,217$25,299,150 President (THRU 11/21/2024)$2,028,496 Same NTEE code B11, revenue within 2x
MONTREAT COLLEGE FOUNDATION INCNCB11 -$1,610,194$13,415 CEO$345,255 Same NTEE code B11, revenue within 2x
BLUEFIELD HIGH SCHOOL FOUNDATION INCWVB11 $1$1,325 PRESIDENT$0 Same NTEE code B11, revenue within 2x
INDIANS ROCK COMMUNITY FOUNDATION INCNYB11 $1$775 PRESIDENT$0 Same NTEE code B11, revenue within 2x
FOUNDERS ACADEMY FOUNDATIONNHB11 -$7,134$103,117 CHAIR$55,154 Same NTEE code B11, revenue within 2x
PARENT BOOSTER USA INCIDB11 -$7,681$394 President$0 Same NTEE code B11, revenue within 2x
WILLIAMSTOWN HIGH SCHOOL PROJECT GRADUATION INCNJB11 -$9,000$2,729 TREASURER$0 Same NTEE code B11, revenue within 2x
FRIENDS OF WHIN MUSIC COMMUNITY CHARTER SCHOOL INCNYB11 -$40,843$62,148 TREASURER$0 Same NTEE code B11, revenue within 2x
FRIENDS OF CONFLUENCE ACADEMYMOB11 -$634,561$66,994 CHAIR$0 Same NTEE code B11, revenue within 2x
PARENT BOOSTER USA INCCAB11 -$3,892$1,413 Treasurer$0 Same NTEE code B11, revenue within 2x
HABERSHAM RAIDER TIP-OFF CLUBGAB11 -$350$10,952 PRESIDENT$0 Same NTEE code B11, revenue within 2x
FRIENDS OF LEGACY INCNYB11 -$568,273$629,597 BOARD CHAIR$0 Same NTEE code B11, revenue within 2x
GOLD RUSH HERITAGE FOUNDATIONCAB11 $1$1,015 President$0 Same NTEE code B11, revenue within 2x
UNIVERSITY OF OKLAHOMA FOUNDATION INCOKB11 -$36,300,348$254,405,932 VICE PRESIDENT AND CIO$922,492 Same NTEE code B11, revenue within 2x
NORTHWEST AGRICULTURAL EDUCATION FOUNDATIONILB11 -$376$0 Treasurer$0 Same NTEE code B11, revenue within 2x
VALLEY CENTER BAND BOOSTERSCAB11 -$11,190$8,746 Vice President$0 Same NTEE code B11, 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
SHELBY CULLOM DAVIS CHARITABLE FUND INC Private foundation$40,002,6624 12020–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
AVENIR FOUNDATION INC Private foundation$36,000,0004 12015–2019 UNIVERSITY OF OKLAHOMA FOUNDATION INC
A EARL & FRANCES E ZIEGLER FOUNDATION Private foundation$21,875,3037 12017–2023 UNIVERSITY OF OKLAHOMA FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$15,554,82124 62016–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC; LINCOLN PRESIDENTIAL FOUNDATION; PACIFIC COLLEGIATE FOUNDATION; FOUNDERS ACADEMY FOUNDATION and 2 more
HELEN AND WILL WEBSTER FOUNDATION Private foundation$8,666,25010 12013–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
E L AND THELMA GAYLORD FOUNDATION Private foundation$7,506,50012 12011–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
TULSA COMMUNITY FOUNDATION DAF sponsor$6,719,80618 22012–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC; CALVARY CHRISTIAN SCHOOL FOUNDATION INC
MULVA FAMILY FOUNDATION Private foundation$6,000,0002 12020–2021 UNIVERSITY OF OKLAHOMA FOUNDATION INC
OKLAHOMA CITY COMMUNITY FOUNDATION INC DAF sponsor$5,554,20052 12018–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$5,000,0001 12014–2014 PACIFIC COLLEGIATE FOUNDATION
FARZANEH FAMILY FOUNDATION Private foundation$4,968,13915 12017–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
INASMUCH FOUNDATION Private foundation$4,608,10436 12020–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$4,541,00010 12014–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
TOM AND JUDY LOVE FOUNDATION Private foundation$3,765,0505 12016–2024 UNIVERSITY OF OKLAHOMA FOUNDATION INC
ANNE AND HENRY ZARROW FOUNDATION Private foundation$3,601,02029 12020–2024 UNIVERSITY OF OKLAHOMA FOUNDATION 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 990 · $685 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Tax & Filing Fees $685$685-- 100.0%
Total$685100%

View the filing

2023 · Form 990 · $685 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Tax & Filing Fees $685$685-- 100.0%
Total$685100%

View the filing

2022 · Form 990 · $76,859 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Port. Deductions- K-1s $76,674$76,674-- 99.8%
Other (as described)Tax & Filing Fees $185$185-- 0.2%
Total$76,859100%

View the filing

2021 · Form 990 · $87,267 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Port. Deductions- K-1s $87,082$87,082-- 99.8%
Other (as described)Tax & Filing Fees $185$185-- 0.2%
Total$87,267100%

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2020 · Form 990 · $573,264 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Port. Deductions- K-1s $572,544$572,544-- 99.9%
Other (as described)Tax & Filing Fees $720$720-- 0.1%
Total$573,264100%

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2019 · Form 990 · $1,862,801 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $868,847$868,847$0$0 46.6%
Other (as described)Port. Deductions- K-1s $782,564$782,564-- 42.0%
Fees: legal $211,390$211,390-- 11.3%
Total$1,862,801100%

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2018 · Form 990 · $4,500,761 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $2,604,332$2,604,332$0$0 57.9%
Other (as described)Port. Deductions- K-1s $818,312$818,312-- 18.2%
Fees: investment management $769,066$769,066-- 17.1%
Fees: legal $307,916$307,916-- 6.8%
Other (as described)Tax & Filing Fees $685$685-- 0.0%
Fees: other services $450$450$0$0 0.0%
Total$4,500,761100%

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2017 · Form 990 · $2,379,631 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PORT. DEDUCTIONS - K-1S $842,321$842,321-- 35.4%
All other expenses $668,922$668,922-- 28.1%
Fees: investment management $468,444$468,444-- 19.7%
Fees: legal $399,059$399,059-- 16.8%
Other (as described)STATE TAX & FILING FEES $585$585-- 0.0%
Fees: other services $300$300-- 0.0%
Total$2,379,631100%

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2016 · Form 990 · $1,938,316 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $916,190$916,190-- 47.3%
Other (as described)PORT. DEDUCTIONS - K-1S $883,833$883,833-- 45.6%
Fees: legal $87,232$87,232-- 4.5%
All other expenses $50,176$50,176-- 2.6%
Other (as described)STATE TAX & FILING FEES $585$585-- 0.0%
Fees: other services $300$300-- 0.0%
Total$1,938,316100%

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2015 · Form 990 · $2,158,664 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PORT. DEDUCTIONS - K-1S $1,113,428$1,113,428-- 51.6%
Fees: investment management $899,107$899,107-- 41.7%
Fees: legal $111,125$111,125-- 5.1%
All other expenses $33,919$33,919-- 1.6%
Other (as described)STATE TAX & FILING FEES $1,085$1,085-- 0.1%
Total$2,158,664100%

View the filing

2014 · Form 990 · $2,521,454 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PORT. DEDUCTIONS - K-1S $1,419,393$1,419,393-- 56.3%
Fees: investment management $877,225$877,225-- 34.8%
Fees: legal $181,553$181,553-- 7.2%
All other expenses $42,948$42,948-- 1.7%
Other (as described)STATE TAX & FILING FEES $335$335-- 0.0%
Total$2,521,454100%

View the filing

2013 · Form 990 · $9,146,219 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $4,832,012$4,832,012-- 52.8%
Other (as described)PORT. DEDUCTIONS - K-1S $3,214,835$3,214,835-- 35.1%
Fees: legal $1,089,053$1,089,053-- 11.9%
All other expenses $9,819$9,819-- 0.1%
Other (as described)STATE TAX & FILING FEES $500$500-- 0.0%
Total$9,146,219100%

View the filing

2012 · Form 990 · $8,778,090 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $5,121,306$5,121,306-- 58.3%
Other (as described)PORT. DEDUCTIONS - K-1S $3,475,339$3,475,339-- 39.6%
Fees: legal $137,228$137,228-- 1.6%
All other expenses $43,717$43,717-- 0.5%
Other (as described)STATE TAX & FILING FEES $500$500-- 0.0%
Total$8,778,090100%

View the filing

2011 · Form 990 · $8,383,810 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $4,403,013$4,403,013-- 52.5%
Other (as described)PORT. DEDUCTIONS - K-1S $3,885,141$3,885,141-- 46.3%
Fees: legal $69,985$69,985-- 0.8%
All other expenses $25,171$25,171-- 0.3%
Other (as described)STATE TAX & FILING FEES $500$500-- 0.0%
Total$8,383,810100%

View the filing

2010 · Form 990 · $11,922,463 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PORT. DEDUCTIONS - K-1S $6,696,133$6,696,133-- 56.2%
Fees: other services $4,486,010$4,486,010-- 37.6%
Fees: investment management $707,272$707,272-- 5.9%
Fees: legal $25,677$25,677-- 0.2%
Other (as described)FEDERAL TAXES PAID $6,000$6,000-- 0.1%
Other (as described)STATE TAX & FILING FEES $1,162$1,162-- 0.0%
All other expenses $189$189-- 0.0%
Interest $20$20-- 0.0%
Total$11,922,463100%

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2009 · Form 990 · $62,554,197 spent · pay $0 · grants $54,728,860 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $54,728,860$54,728,860-- 87.5%
Other (as described)Port. deductions - K-1s $7,285,847$7,285,847-- 11.6%
Fees: investment management $422,267$422,267-- 0.7%
Fees: legal $83,914$83,914-- 0.1%
Other (as described)Miscellaneous expense $17,786$17,786-- 0.0%
Fees: other services $8,568$8,568-- 0.0%
Interest $6,705$6,705-- 0.0%
Other (as described)State tax & Filing fees $250$250-- 0.0%
Total$62,554,197100%

View the filing

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