JAMES MADISON UNIVERSITY FOUNDATION INC
Cite this
Plain text JAMES MADISON UNIVERSITY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/james-madison-university-foundation-inc-237156305. Retrieved 2026-10-31.
APA furp.org. (n.d.). JAMES MADISON UNIVERSITY FOUNDATION INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 31, 2026, from https://furp.org/org/james-madison-university-foundation-inc-237156305
MLA “JAMES MADISON UNIVERSITY FOUNDATION INC.” furp.org, tax years 2013–2024, https://furp.org/org/james-madison-university-foundation-inc-237156305. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.
Related institution: James Madison University Exact (foundation)
2024 · Form 990 · revenue $37.7M · expenses $21.2M · assets $271.5M
- EIN
- 23-7156305
- Address
- 1031 HARRISON ST MSC 8501, HARRISONBURG, VA 22807-1034
- Website
- www.jmu.edu/foundation
- NTEE code
- B820
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- July 1972 (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 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
The James Madison University Foundation provides prudent investment policy and stewardship to sustain and grow financial support for the University, while collaborating with the University to create innovative avenues of giving and to meet critical funding initiatives.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
6 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 |
|---|---|---|---|---|---|
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 2013-2024 | $181,178 | $1,714,514 | 2 |
| Warren K Coleman | CEO | 2013-2024 | $291,700 | $1,633,857 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 2013-2024 | $134,869 | $1,126,657 | 2 |
| Thomas H Schaeffer (former) | CEO | 2013-2017 | $181,708 | $850,613 | 2 |
| Linwood Rose (former) | Vice President of Strategic Planning | 2014-2017 | $101,500 | $451,500 | 2 |
| O Dean Ehlers (former) | Secretary | 2013-2016 | $31,046 | $62,092 | 2 |
Officers and directors, no compensation reported
42 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 |
|---|---|---|---|---|---|
| David S Kay | Chair | 2017-2024 | 1 | $0 reported | 2 |
| John Alouf | Trustee | 2022-2024 | 1 | $0 reported | 2 |
| A Jerry Benson PhD | Trustee | 2018-2024 | 1 | $0 reported | 5 |
| Jarl Bliss | Trustee | 2020-2024 | 1 | $0 reported | 2 |
| Darrel Branch | Trustee | 2019-2024 | 1 | $0 reported | 2 |
| Linda W Cross | Trustee | 2015-2024 | 1 | $0 reported | 2 |
| Joseph K Funkhouser II | Trustee | 2019-2024 | 1 | $0 reported | 7 |
| Enrico Gaglioti | Trustee | 2014-2024 | 1 | $0 reported | 2 |
| James E Hartman | Trustee | 2014-2024 | 1 | $0 reported | 4 |
| Heather Hedrick | Trustee | 2021-2024 | 1 | $0 reported | 3 |
| F Claiborne Johnston III | Trustee | 2013-2024 | 1 | $0 reported | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 2013-2024 | 1 | $0 reported | 2 |
| Ellen W Meyer | Trustee | 2017-2024 | 1 | $0 reported | 2 |
| Towana H Moore | Trustee, Ex-Officio | 2021-2024 | 1 | $0 reported | 2 |
| Jon Offley | Vice Chair | 2016-2024 | 1 | $0 reported | 2 |
| J Barry Purcell III | Trustee | 2021-2024 | 1 | $0 reported | 2 |
| Robin Reifsnider | Trustee | 2020-2024 | 1 | $0 reported | 2 |
| James L Riley | Trustee | 2015-2024 | 1 | $0 reported | 2 |
| Jennifer E Shirkey | Trustee | 2018-2024 | 1 | $0 reported | 2 |
| Paul M Thompson | Trustee | 2020-2024 | 1 | $0 reported | 3 |
| Michael S Walden | Trustee | 2014-2024 | 1 | $0 reported | 2 |
| Owen Wilson | Trustee | 2021-2024 | 1 | $0 reported | 2 |
| Curtis Pulliam | Trustee | 2024 | 1 | $0 reported | 2 |
| Ronald C Devine (former) | Trustee | 2014-2022 | 1 | $0 reported | 2 |
| Spencer R Stouffer II (former) | Trustee | 2016-2021 | 1 | $0 reported | 2 |
| Charles W King Jr (former) | Trustee, Ex-Officio | 2013-2020 | 1 | $0 reported | 2 |
| John Barry Purcell III (former) | Vice Chair | 2013-2020 | 1 | $0 reported | 2 |
| Larry W Caudle Jr (former) | Trustee | 2018-2019 | 1 | $0 reported | 3 |
| Christine W Johnson (former) | Trustee | 2013-2019 | 1 | $0 reported | 2 |
| Jeffrey E Tickle (former) | Trustee | 2015-2019 | 1 | $0 reported | 2 |
| W Cliff Wood Jr (former) | Former Vice Chair/Acting Chair | 2013-2018 | 1 | $0 reported | 2 |
| Joseph K Funkhouser (former) | Trustee | 2017-2018 | 1 | $0 reported | 2 |
| William S Jasien (former) | Trustee | 2016-2017 | 1 | $0 reported | 2 |
| Christine M Shelton (former) | Trustee | 2013-2017 | 1 | $0 reported | 2 |
| Judith S Strickler (former) | Trustee | 2014-2017 | 1 | $0 reported | 2 |
| Dennis I Belcher (former) | Trustee | 2014-2016 | 1 | $0 reported | 2 |
| A Wesley Graves VI (former) | Chair | 2013-2016 | 1 | $0 reported | 2 |
| Warren K Marshall Sr (former) | Trustee | 2013-2016 | 1 | $0 reported | 2 |
| Pamela J Ware (former) | Trustee | 2013-2016 | 1 | $0 reported | 2 |
| Nancy J Lantz (former) | Director | 2013-2014 | 1 | $0 reported | 2 |
| Phillip W Updike (former) | Director | 2013-2014 | 1 | $0 reported | 2 |
| Winston Weaver Jr (former) | Chairman | 2013 | 1 | $0 reported | 2 |
People by year
2024 · 26 people listed · 3 paid, $608K · 3 employees · 26 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $252,761 | $0 | $38,939 | $291,700 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $145,695 | $0 | $35,483 | $181,178 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $101,218 | $0 | $33,651 | $134,869 | 2 |
| David S Kay | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| John Alouf | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Jarl Bliss | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Heather Hedrick | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Towana H Moore | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Curtis Pulliam | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| J Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Robin Reifsnider | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Paul M Thompson | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Owen Wilson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 25 people listed · 3 paid, $557K · 1 employee · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $224,931 | $0 | $36,995 | $261,926 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $135,523 | $0 | $34,002 | $169,525 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $92,822 | $0 | $32,896 | $125,718 | 2 |
| David S Kay | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| John Alouf | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Jarl Bliss | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Heather Hedrick | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Towana H Moore | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| J Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Robin Reifsnider | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Paul M Thompson | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Owen Wilson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 26 people listed · 3 paid, $566K · 11 employees · 21 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $229,913 | $0 | $35,909 | $265,822 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $132,435 | $0 | $41,557 | $173,992 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $93,878 | $0 | $31,859 | $125,737 | 2 |
| J Barry Purcell III | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| John Alouf | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Jarl Bliss | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Heather Hedrick | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Towana H Moore | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Robin Reifsnider | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Paul M Thompson | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Owen Wilson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 26 people listed · 3 paid, $508K · 8 employees · 21 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $196,888 | $0 | $34,866 | $231,754 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $119,073 | $0 | $40,628 | $159,701 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $85,081 | $0 | $31,017 | $116,098 | 2 |
| J Barry Purcell III | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Jarl Bliss | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Heather Hedrick | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Towana H Moore | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Robin Reifsnider | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Paul M Thompson | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Owen Wilson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 24 people listed · 3 paid, $472K · 9 employees · 19 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $179,482 | $0 | $32,080 | $211,562 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $111,725 | $0 | $37,293 | $149,018 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $82,462 | $0 | $28,547 | $111,009 | 2 |
| Linda W Cross | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Jarl Bliss | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Robin Reifsnider | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Paul M Thompson | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 24 people listed · 3 paid, $487K · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Warren K Coleman | CEO | 45 | $204,285 | $0 | $31,600 | $235,885 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $107,157 | $0 | $37,017 | $144,174 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $79,087 | $0 | $28,009 | $107,096 | 2 |
| Linda W Cross | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Darrel Branch | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Larry W Caudle Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser II | Trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Christine W Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey E Tickle | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 24 people listed · 3 paid, $383K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $104,219 | $0 | $37,979 | $142,198 | 2 |
| Warren K Coleman | CEO | 45 | $113,600 | $0 | $21,608 | $135,208 | 2 |
| Tammy KC Balser | Secretary, Senior Acctg Manager - Operations | 39 | $76,215 | $0 | $28,963 | $105,178 | 2 |
| W Cliff Wood Jr | Former Vice Chair/Acting Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Vice Chair/Acting Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| A Jerry Benson | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Larry W Caudle Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Christine W Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jennifer E Shirkey | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey E Tickle | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 26 people listed · 4 paid, $513K · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas H Schaeffer | CEO | 45 | $142,674 | $0 | $39,034 | $181,708 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $95,626 | $0 | $35,661 | $131,287 | 2 |
| Linwood Rose | Vice President of Strategic Planning | 35 | $101,500 | $0 | $0 | $101,500 | 2 |
| Tammy KC Balser | Assistant Secretary, Senior Acctg Manager | 39 | $70,513 | $0 | $28,410 | $98,923 | 2 |
| Warren K Coleman | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| W Cliff Wood Jr | Vice Chair/Acting Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Joseph K Funkhouser | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| William S Jasien | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine W Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| David S Kay | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Ellen W Meyer | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine M Shelton | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Judith S Strickler | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey E Tickle | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 28 people listed · 5 paid, $547K · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas H Schaeffer | CEO | 45 | $136,541 | $0 | $41,067 | $177,608 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $94,227 | $0 | $33,027 | $127,254 | 2 |
| Linwood Rose | Vice President of Strategic Planning | 35 | $110,000 | $0 | $0 | $110,000 | 2 |
| Tammy KC Balser | Assistant Secretary, Senior Acctg Manager | 39 | $71,038 | $0 | $30,475 | $101,513 | 2 |
| O Dean Ehlers | Secretary | 9 | $31,046 | $0 | $0 | $31,046 | 2 |
| Warren K Coleman | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| W Cliff Wood Jr | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Dennis I Belcher | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda W Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald C Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| A Wesley Graves VI | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| William S Jasien | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine W Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Marshall Sr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon Offley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James L Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine M Shelton | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Spencer R Stouffer II | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Judith S Strickler | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey E Tickle | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Pamela J Ware | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 25 people listed · 5 paid, $546K · 7 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas H Schaeffer | CEO | 45 | $135,240 | $0 | $34,849 | $170,089 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $92,727 | $0 | $31,174 | $123,901 | 2 |
| Linwood Rose | Vice President of Strategic Planning | 35 | $120,000 | $0 | $0 | $120,000 | 2 |
| Tammy KC Balser | Assistant Secretary, Senior Acctg Manager | 39 | $69,409 | $0 | $31,107 | $100,516 | 2 |
| O Dean Ehlers | Secretary | 9 | $31,046 | $0 | $0 | $31,046 | 2 |
| A Wesley Graves VI | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Coleman | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Dennis I Belcher | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda Cross | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald Devine | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Enrico Gaglioti | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Christine W Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Trustee, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Marshall Sr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James Riley | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine M Shelton | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Judith Strickler | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey Tickle | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Pamela J Ware | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| W Cliff Wood Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 24 people listed · 3 paid, $402K · 2 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas H Schaeffer | CEO | 45 | $134,303 | $0 | $34,312 | $168,615 | 2 |
| Linwood Rose | Vice President of Strategic Planning | 35 | $120,000 | $0 | $0 | $120,000 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $83,606 | $0 | $29,791 | $113,397 | 2 |
| A Wesley Graves VI | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Coleman | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine W Johnson | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Director, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Director, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nancy J Lantz | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Marshall Sr | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine M Shelton | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Phillip W Updike | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Pamela J Ware | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| W Cliff Wood Jr | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael S Walden | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Ronald Devine | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Enrico Gaglioti | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Judith Strickler | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Dennis I Belcher | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| James E Hartman | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| O Dean Ehlers | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Tammy KC Balser | Assistant Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
2013 · 18 people listed · 2 paid, $251K · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas H Schaeffer | President | 45 | $125,250 | $0 | $27,343 | $152,593 | 2 |
| Cheryl L Lindsay | Vice President/Chief Financial Officer | 40 | $75,511 | $0 | $23,378 | $98,889 | 2 |
| Warren K Coleman | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| A Wesley Graves VI | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine W Johnson | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| F Claiborne Johnston III | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Charles W King Jr | Director, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas L Langridge | Director, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Nancy J Lantz | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Warren K Marshall Sr | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| John Barry Purcell III | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Christine M Shelton | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Phillip W Updike | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Pamela J Ware | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| W Cliff Wood Jr | Director, Ex-Officio | 1 | $0 | $0 | $0 | $0 | 2 |
| Winston Weaver Jr | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| O Dean Ehlers | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Tammy KC Balser | Assistant Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 3 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CornerStone Partners | Charlottesville, VA | Investment Fees | $832,565 |
| Aramark Campus Services | Harrisonburg, VA | JMU Dining Services | $694,379 |
| Collegiate Licensing Company | Atlanta, GA | Trademark/Licensing Management | $182,924 |
2023 · 4 contractors · $952K
| Name | Location | Service | Paid |
|---|---|---|---|
| Aramark Campus Services | Harrisonburg, VA | JMU Dining Services | $444,699 |
| CornerStone Partners | Charlottesville, VA | Investment Fees | $200,000 |
| Collegiate Licensing Company | Atlanta, GA | Trademark/Licensing Management | $157,385 |
| Monticello Associates | Denver, CO | Investment Fees | $150,000 |
2022 · 2 contractors · $447K
| Name | Location | Service | Paid |
|---|---|---|---|
| Aramark Campus Services | Harrisonburg, VA | JMU Dining Services | $247,246 |
| Monticello Associates | Denver, CO | Investment Fees | $200,000 |
2021 · 2 contractors · $320K
| Name | Location | Service | Paid |
|---|---|---|---|
| Monticello Associates | Denver, CO | Investment fees | $200,000 |
| Aramark Campus Services | Harrisonburg, VA | JMU Dining Services | $120,098 |
2020 · 2 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Harrisonburg Construction Inc | Dayton, VA | Construction fees | $5,122,280 |
| Monticello Associates | Denver, CO | Investment fees | $200,000 |
2019 · 2 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Harrisonburg Construction Inc | Dayton, VA | Construction fees | $3,238,945 |
| Monticello Associates | Denver, CO | Investment fees | $200,000 |
2018 · 1 contractor · $200K
| Name | Location | Service | Paid |
|---|---|---|---|
| Monticello Associates | Denver, CO | Investment fees | $200,000 |
2017 · 1 contractor · $200K
| Name | Location | Service | Paid |
|---|---|---|---|
| Monticello Associates | Denver, CO | Investment fees | $200,000 |
2016 · 1 contractor · $150K
| Name | Location | Service | Paid |
|---|---|---|---|
| Monticello Associates | Denver, CO | Investment fees | $150,000 |
2015 · 1 contractor · $250K
| Name | Location | Service | Paid |
|---|---|---|---|
| Monticello Associates | Denver, CO | Investment fees | $250,000 |
2014 · 2 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Harrisonburg Construction Company Inc | Dayton, VA | Construction/renovation services on rental real estate | $1,470,232 |
| Monticello Associates | Denver, CO | Investment management and custody fees | $200,000 |
2013 · 1 contractor · $340K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northern Trust | Investment management and custody fees | $339,711 |
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 grants to organizations · $15.3M
2023 · 2 grants to organizations · $15.9M
2022 · 2 grants to organizations · $17.1M
2021 · 1 grant to organizations · $9.9M
2020 · 2 grants to organizations · $14.5M
2019 · 2 grants to organizations · $12.5M
2018 · 2 grants to organizations · $10.6M
2017 · 2 grants to organizations · $11.9M
2016 · 2 grants to organizations · $7.2M
2015 · 2 grants to organizations · $6.2M
Listed grants add up to $6,178,608; the return's “grants paid” expense line says $6,316,201. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 2 grants to organizations · $7.0M
2013 · 2 grants to organizations · $5.1M
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $37,668,356 | $21,163,538 | $271,465,754 | $250,512,939 | $26,564,127 | $1,434,689 | $487,393 | 3 | 26 |
| 2023 · Form 990 | ||||||||
| $48,716,381 | $21,309,809 | $234,955,587 | $216,390,168 | $22,834,461 | $1,120,397 | $441,086 | 1 | 27 |
| 2023 · Form 990 | ||||||||
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $21,589,923 | $21,367,072 | $214,401,774 | $195,066,093 | $17,693,378 | $349,541 | $454,817 | 11 | 21 |
| 2021 · Form 990 | ||||||||
| $37,424,979 | $13,507,617 | $205,939,528 | $185,615,484 | $24,014,728 | $326,363 | $413,772 | 8 | 21 |
| 2020 · Form 990 | ||||||||
| $23,646,493 | $17,555,695 | $232,657,669 | $210,251,972 | $18,588,507 | $326,363 | $368,222 | 9 | 19 |
| 2019 · Form 990 | ||||||||
| $18,508,438 | $15,831,670 | $191,139,680 | $167,823,583 | $15,340,780 | $326,363 | $366,395 | 10 | 0 |
| 2018 · Form 990 | ||||||||
| $23,523,250 | $14,433,025 | $175,868,373 | $160,950,107 | $21,088,622 | $326,363 | $382,803 | 8 | 0 |
| 2017 · Form 990 | ||||||||
| $22,474,643 | $15,189,964 | $161,276,054 | $147,269,326 | $17,610,031 | $326,363 | $367,682 | 3 | 0 |
| 2016 · Form 990 | ||||||||
| $19,286,333 | $10,147,423 | $142,357,564 | $136,054,385 | $17,816,960 | $494,195 | $317,924 | 10 | 0 |
| 2015 · Form 990 | ||||||||
| $18,881,799 | $9,460,419 | $118,096,403 | $114,862,516 | $17,704,373 | $494,195 | $299,934 | 7 | 0 |
| 2014 · Form 990 | ||||||||
| $18,815,673 | $9,680,735 | $111,977,490 | $108,535,041 | $13,627,844 | $370,772 | $298,738 | 2 | 0 |
| 2013 · Form 990 | ||||||||
| $27,930,508 | $7,519,650 | $101,578,806 | $100,738,403 | $10,418,989 | $0 | $270,736 | 3 | 0 |
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.
- JAMES MADISON UNIVERSITYREAL ESTATE FOUNDATION INC Harrisonburg, VA · 26 people in common (A Jerry Benson PhD, Cheryl L Lindsay, Curtis Pulliam) · related organization (Schedule R)
- SENTARA RMH MEDICAL CENTER Rockingham, VA · 3 people in common (A Jerry Benson PhD, James E Hartman, Joseph K Funkhouser II)
- VALLEY WELLNESS CENTER INC Virginia Bch, VA · 3 people in common (A Jerry Benson PhD, James E Hartman, Joseph K Funkhouser II)
- JMU ALUMNI ASSOCIATION Harrisonburg, VA · 2 people in common (Heather Hedrick, Paul M Thompson)
- ROCKINGHAM HEALTH CARE INC Rockingham, VA · 2 people in common (A Jerry Benson PhD, Joseph K Funkhouser II)
- SENTARA HEALTH Virfinia Beach, VA · 1 person in common (Joseph K Funkhouser II)
- SENTARA PRINCESS ANNE HOSPITAL Virginia Bch, VA · 1 person in common (Joseph K Funkhouser II)
Funders of this organization
122 grantors reported grants to this organization, $24,546,310 in all, tax years 2009 to 2025; the 25 largest shown (all 122). 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 |
|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2017-2024 | 8 | $2,797,374 | 2024 | $801,150 | show |
| LETTIE PATE WHITEHEAD FOUNDATION INC | Public charity | Exact | 2020-2024 | 5 | $1,952,760 | 2024 | $433,080 | show |
| JAMES MADISON UNIVERSITYREAL ESTATE FOUNDATION INC | Public charity | Exact | 2013-2022 | 10 | $1,905,000 | 2022 | $77,065 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014-2024 | 11 | $1,808,659 | 2024 | $245,478 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2019-2025 | 7 | $1,369,823 | 2025 | $300,454 | show |
| INSTITUTE OF INTERNATIONAL EDUCATION INC | Public charity | Exact | 2009-2012 | 4 | $1,299,527 | 2012 | $422,525 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2016-2017, 2019-2024 | 12 | $1,163,500 | 2024 | $201,000 | show |
| THE COMMUNITY FOUNDATION OF HARRISONBURG AND ROCKINGHAM COUNTY | DAF sponsor | Exact | 2009-2024 | 21 | $1,083,905 | 2024 | $184,872 | show |
| THE AYCO CHARITABLE FOUNDATION | DAF sponsor | Exact | 2019, 2021-2025 | 6 | $853,200 | 2025 | $6,500 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2016-2024 | 10 | $835,190 | 2024 | $58,050 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020-2021, 2023-2024 | 4 | $754,000 | 2024 | $338,000 | show |
| ERNST & YOUNG FOUNDATION | DAF sponsor | Exact | 2009-2024 | 21 | $741,473 | 2024 | $28,265 | show |
| JMU ALUMNI ASSOCIATION | Public charity | Exact | 2010, 2012-2015 | 5 | $715,584 | 2015 | $490,134 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2014-2015, 2017-2024 | 10 | $645,743 | 2024 | $85,000 | show |
| THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “JAMES MADISON UNIVERSITY FOUNDATION INC” | 2020-2024 | 5 | $530,212 | 2024 | $60,000 | show |
| SCOTTISH RITE FOUDATION OF VIRGINIA | Public charity | Exact | 2011-2017, 2021-2024 | 11 | $520,500 | 2024 | $50,500 | show |
| THE RICHARD AND LESLIE GILLIAM FOUNDATION | Private foundation | Fuzzy filed as “JAMES MADISON UNIVERSITY FOUNDATION” | 2012 | 1 | $422,000 | 2012 | $422,000 | show |
| BALTIMORE COMMUNITY FOUNDATION INC | DAF sponsor | Exact | 2019-2024 | 6 | $372,534 | 2024 | $6,000 | show |
| R J REBY FOUNDATION INC | Private foundation | Fuzzy filed as “JAMES MADISON UNIVERSITY FOUNDATION” | 2024-2025 | 2 | $250,000 | 2025 | $50,000 | show |
| CHARITIES AID FOUNDATION AMERICA | DAF sponsor | Exact | 2019-2024 | 9 | $247,815 | 2024 | $66,118 | show |
| THE BLACKBAUD GIVING FUND | DAF sponsor | Exact | 2021-2023, 2025 | 4 | $229,772 | 2025 | $44,926 | show |
| COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA | DAF sponsor | Exact | 2014-2017, 2019, 2022-2024 | 8 | $228,370 | 2024 | $57,200 | show |
| JACK P AND ANNE R SMITH FOUNDATION | Private foundation | Fuzzy filed as “JAMES MADISON UNIVERSITY FOUNDATION INC” | 2024-2025 | 2 | $200,000 | 2025 | $100,000 | show |
| SENTARA HEALTH | Public charity | Exact | 2022 | 1 | $200,000 | 2022 | $200,000 | show |
| T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC | DAF sponsor | Exact | 2020-2022 | 4 | $194,500 | 2022 | $113,500 | 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 |
|---|---|---|---|---|---|---|---|
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | VA | B82 | $39,359,324 | $22,193,571 | PRESIDENT AND CEO | $381,621 | Same NTEE code B82, revenue within 2x, same state |
| VIRGINIA STUDENT AID FOUNDATION | VA | B82 | $50,256,478 | $44,993,376 | EXEC DIRECTOR, SEC/TREAS | $545,320 | Same NTEE code B82, revenue within 2x, same state |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | VA | B82 | $21,171,179 | $17,657,862 | VP of Finance & Sr. Dir of Ops | $236,630 | Same NTEE code B82, revenue within 2x, same state |
| HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC | VA | B82 | $30,407,277 | $34,027,086 | EXECUTIVE DIRECTOR | $2,264,177 | Same NTEE code B82, revenue within 2x, same state |
| THE POSSE FOUNDATION INC | NY | B82 | $32,627,666 | $32,006,552 | PRESIDENT | $993,433 | Same NTEE code B82, revenue within 2x |
| WALDORF LUTHERAN COLLEGE FOUNDATION INC | IA | B82 | $28,190,832 | $26,412,518 | CEO | $263,975 | Same NTEE code B82, revenue within 2x |
| TURKEN FOUNDATION INC | NY | B82 | $19,767,826 | $3,195,433 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x |
| TARGET ALS FOUNDATION INC | NY | B82 | $33,261,985 | $25,618,714 | PRESIDENT | $445,255 | Same NTEE code B82, revenue within 2x |
| FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES INC | MD | B82 | $49,391,933 | $43,346,636 | CEO/EXECUTIVE DIRECTOR | $418,226 | Same NTEE code B82, revenue within 2x |
| THE NORTH CAROLINA A&T REAL ESTATE FOUNDATION INC | NC | B82 | $25,696,950 | $26,192,583 | Chancellor | $431,958 | Same NTEE code B82, revenue within 2x |
| DIGITAL HARBOR FOUNDATION INC | MD | B82 | $57,895,485 | $34,240,753 | CHIEF EXECUTIVE OFFICER | $563,480 | Same NTEE code B82, revenue within 2x |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC | DC | B82 | $22,326,035 | $17,244,190 | CEO | $411,272 | Same NTEE code B82, revenue within 2x |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | FL | B82 | $32,903,479 | $23,985,508 | PRESIDENT/CEO | $346,179 | Same NTEE code B82, revenue within 2x |
| NC STUDENT AID ASSOCIATION INC | NC | B82 | $58,813,112 | $46,242,679 | EXECUTIVE DIRECTOR | $427,582 | Same NTEE code B82, revenue within 2x |
| REISHER FAMILY FOUNDATION | CO | B82 | $24,028,300 | $23,267,538 | TRUSTEE | $59,380 | Same NTEE code B82, revenue within 2x |
| ARIZONA LEADERSHIP FOUNDATION INC | AZ | B82 | $43,851,894 | $43,860,964 | CHIEF FINANCIAL OFFICER | $94,682 | Same NTEE code B82, revenue within 2x |
| MAKING WAVES FOUNDATION INC | CA | B82 | $19,058,104 | $19,295,816 | CHIEF EXECUTIVE OFFICER | $336,013 | Same NTEE code B82, revenue within 2x |
| BRAZOS EDUCATION LOAN AUTHORITY INC | TX | B82 | $62,053,242 | $51,195,636 | PRESIDENT/CEO | $994,139 | Same NTEE code B82, revenue within 2x |
| BRAZOS HIGHER EDUCATION AUTHORITY INC | TX | B82 | $43,649,233 | $51,537,202 | Executive Director | $994,139 | Same NTEE code B82, revenue within 2x |
| JEWELL EDUCATIONAL FUND | MI | B82 | $26,759,291 | $9,870,220 | PRESIDENT/CEO/BOARD OF REGENTS | $460,014 | Same NTEE code B82, revenue within 2x |
| CLEVELAND AVENUE FOUNDATION FOR EDUCATION GROUP | IL | B82 | $19,646,175 | $2,882,933 | CHIEF IMPACT OFFICER | $220,107 | Same NTEE code B82, revenue within 2x |
| WICHITA CENTER FOR GRADUATE MEDICAL EDUCATION INC | KS | B82 | $26,036,902 | $26,036,901 | COMMUNITY DI | $0 | Same NTEE code B82, revenue within 2x |
| INSTITUTE FOR BETTER EDUCATION | AZ | B82 | $25,515,241 | $20,343,859 | Executive Dir. | $112,722 | Same NTEE code B82, revenue within 2x |
| ARIZONA TUITION CONNECTION INC | AZ | B82 | $32,338,489 | $25,754,218 | CONTROLLER | $310,282 | Same NTEE code B82, revenue within 2x |
| BRAZOS HIGHER EDUCATION SERVICE CORPORATION INC | TX | B82 | $33,774,034 | $8,934,501 | President & CEO | $994,139 | Same NTEE code B82, 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).
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 · $21,163,538 spent · pay $1,455,643 · grants $15,279,644 · events $327,676
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $15,279,644 | $15,279,644 | - | - | 72.2% | |
| Fees: investment management | $1,077,179 | $0 | $1,077,179 | $0 | 5.1% | |
| Other (as described) | Business Meals & Entertaining | $774,021 | $242,521 | $11,509 | $519,991 | 3.7% |
| Interest | $708,617 | $708,617 | $0 | $0 | 3.3% | |
| Other salaries and wages | $703,066 | $277,408 | $402,349 | $23,309 | 3.3% | |
| Pay: officers, directors, trustees, key employees | $487,393 | $165,208 | $288,527 | $33,658 | 2.3% | |
| Fees: other services | $411,220 | $360,984 | $5,691 | $44,545 | 1.9% | |
| Other (as described) | Bank Service and Credit Card Fees | $279,738 | $395 | $15,417 | $263,926 | 1.3% |
| Office expenses | $192,088 | $161,060 | $19,746 | $11,282 | 0.9% | |
| Travel | $179,197 | $157,690 | $17,717 | $3,790 | 0.8% | |
| Other (as described) Event | Receptions, Banquets, Retreats, Events | $178,994 | $171,629 | $407 | $6,958 | 0.8% |
| Depreciation and depletion | $106,637 | $99,191 | $7,446 | $0 | 0.5% | |
| Other employee benefits | $102,268 | $27,614 | $73,409 | $1,245 | 0.5% | |
| Pension plan contributions | $92,306 | $39,071 | $51,784 | $1,451 | 0.4% | |
| Information technology | $87,649 | $36,744 | $50,905 | $0 | 0.4% | |
| Advertising and promotion | $84,469 | $54,580 | $1,077 | $28,812 | 0.4% | |
| Conferences, conventions and meetings | $78,217 | $63,540 | $10,833 | $3,844 | 0.4% | |
| Occupancy | $72,650 | $49,922 | $22,728 | $0 | 0.3% | |
| Other (as described) | Small Equipment Purchases and Repairs | $70,707 | $66,292 | $4,415 | $0 | 0.3% |
| Payroll taxes | $70,610 | $21,911 | $45,232 | $3,467 | 0.3% | |
| Insurance | $52,953 | $6,988 | $45,965 | $0 | 0.3% | |
| All other expenses | $27,676 | $19,076 | $8,600 | $0 | 0.1% | |
| Fees: accounting | $23,643 | $0 | $23,643 | $0 | 0.1% | |
| Fees: legal | $22,596 | $13,517 | $9,079 | $0 | 0.1% | |
| Fundraising events Event | direct expenses; gross income $106,287 | $70,465 | reported apart | |||
| Total | $21,163,538 | 100% |
2023 · Form 990 · $21,309,809 spent · pay $1,281,058 · grants $15,765,296 · events $283,669
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $15,765,296 | $15,765,296 | - | - | 74.0% | |
| Fees: investment management | $836,858 | $0 | $836,858 | $0 | 3.9% | |
| Other (as described) | Business Meals & Entertaining | $743,144 | $207,426 | $11,456 | $524,262 | 3.5% |
| Fees: other services | $614,803 | $562,596 | $7,165 | $45,042 | 2.9% | |
| Other salaries and wages | $600,434 | $278,669 | $309,437 | $12,328 | 2.8% | |
| Interest | $599,911 | $599,911 | $0 | $0 | 2.8% | |
| Pay: officers, directors, trustees, key employees | $441,086 | $150,500 | $260,470 | $30,116 | 2.1% | |
| Travel | $244,828 | $225,749 | $16,463 | $2,616 | 1.1% | |
| Office expenses | $218,380 | $182,863 | $19,212 | $16,305 | 1.0% | |
| Other (as described) | Bank Service & Credit Card Fees | $201,066 | $337 | $22,808 | $177,921 | 0.9% |
| Other (as described) | Small Equipment Purchases and Repairs | $164,777 | $161,527 | $3,081 | $169 | 0.8% |
| Other (as described) Event | Receptions, Banquets, Retreats, Events | $144,705 | $136,996 | $676 | $7,033 | 0.7% |
| Depreciation and depletion | $104,867 | $97,208 | $7,659 | $0 | 0.5% | |
| Other employee benefits | $98,870 | $30,435 | $65,817 | $2,618 | 0.5% | |
| Advertising and promotion | $83,365 | $66,606 | $1,306 | $15,453 | 0.4% | |
| Pension plan contributions | $77,451 | $34,421 | $35,137 | $7,893 | 0.4% | |
| Conferences, conventions and meetings | $73,442 | $60,139 | $8,624 | $4,679 | 0.3% | |
| Information technology | $64,620 | $18,378 | $46,242 | $0 | 0.3% | |
| Payroll taxes | $63,217 | $22,556 | $35,297 | $5,364 | 0.3% | |
| Occupancy | $57,489 | $31,836 | $25,653 | $0 | 0.3% | |
| All other expenses | $44,825 | $38,612 | $6,213 | $0 | 0.2% | |
| Insurance | $37,980 | $4,734 | $33,246 | $0 | 0.2% | |
| Fees: accounting | $21,205 | $0 | $21,205 | $0 | 0.1% | |
| Fees: legal | $7,190 | $3,002 | $4,188 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $123,984 | $65,522 | reported apart | |||
| Total | $21,309,809 | 100% |
2022 · Form 990 · $21,367,072 spent · pay $1,226,240 · grants $17,238,512 · events $309,147
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $17,238,512 | $17,238,512 | - | - | 80.7% | |
| Interest | $635,917 | $635,917 | $0 | $0 | 3.0% | |
| Other salaries and wages | $558,267 | $241,118 | $300,800 | $16,349 | 2.6% | |
| Pay: officers, directors, trustees, key employees | $454,817 | $155,144 | $268,605 | $31,068 | 2.1% | |
| Fees: investment management | $375,898 | $0 | $375,898 | $0 | 1.8% | |
| Fees: other services | $349,246 | $312,391 | $4,690 | $32,165 | 1.6% | |
| Other (as described) | Business Meals & Entertaining | $288,510 | $133,998 | $14,341 | $140,171 | 1.4% |
| All other expenses | $184,646 | $11,201 | $17,311 | $156,134 | 0.9% | |
| Other (as described) Event | Receptions, Banquets, Retreats, Events | $184,143 | $163,048 | $0 | $21,095 | 0.9% |
| Office expenses | $130,709 | $105,481 | $18,866 | $6,362 | 0.6% | |
| Other (as described) | Small Equipment Purchases and Repairs | $113,729 | $88,207 | $4,219 | $21,303 | 0.5% |
| Travel | $109,240 | $84,096 | $18,227 | $6,917 | 0.5% | |
| Advertising and promotion | $109,142 | $88,420 | $2,043 | $18,679 | 0.5% | |
| Depreciation and depletion | $104,109 | $95,304 | $8,805 | $0 | 0.5% | |
| Conferences, conventions and meetings | $100,124 | $87,768 | $9,468 | $2,888 | 0.5% | |
| Other employee benefits | $77,414 | $20,666 | $53,508 | $3,240 | 0.4% | |
| Information technology | $73,219 | $25,892 | $42,867 | $4,460 | 0.3% | |
| Pension plan contributions | $69,326 | $31,318 | $35,735 | $2,273 | 0.3% | |
| Payroll taxes | $66,416 | $27,807 | $35,827 | $2,782 | 0.3% | |
| Occupancy | $58,820 | $36,782 | $22,038 | $0 | 0.3% | |
| Insurance | $37,779 | $7,583 | $30,196 | $0 | 0.2% | |
| Fees: accounting | $20,852 | $0 | $20,852 | $0 | 0.1% | |
| Other (as described) | Arboretum | $19,895 | $19,895 | $0 | $0 | 0.1% |
| Fees: legal | $6,342 | $1,324 | $5,018 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $85,311 | $24,880 | reported apart | |||
| Total | $21,367,072 | 100% |
2021 · Form 990 · $13,507,617 spent · pay $1,070,240 · grants $9,953,341 · events $191,157
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $9,953,341 | $9,953,341 | - | - | 73.7% | |
| Interest | $706,628 | $706,628 | $0 | $0 | 5.2% | |
| Other salaries and wages | $467,896 | $215,744 | $238,455 | $13,697 | 3.5% | |
| Fees: investment management | $426,308 | $342,164 | $84,144 | $0 | 3.2% | |
| Pay: officers, directors, trustees, key employees | $413,772 | $141,726 | $243,985 | $28,061 | 3.1% | |
| Other (as described) | Business Meals & Entertainment | $263,627 | $128,187 | $11,061 | $124,379 | 2.0% |
| Fees: other services | $235,899 | $196,444 | $2,955 | $36,500 | 1.7% | |
| All other expenses | $129,690 | $42,937 | -$54,887 | $141,640 | 1.0% | |
| Office expenses | $116,622 | $97,760 | $18,671 | $191 | 0.9% | |
| Travel | $92,659 | $74,933 | $16,069 | $1,657 | 0.7% | |
| Depreciation and depletion | $87,037 | $78,431 | $8,606 | $0 | 0.6% | |
| Conferences, conventions and meetings | $80,298 | $69,643 | $8,009 | $2,646 | 0.6% | |
| Other (as described) Event | Receptions, banquets & concerts | $72,721 | $67,361 | $723 | $4,637 | 0.5% |
| Other employee benefits | $69,985 | $22,128 | $45,491 | $2,366 | 0.5% | |
| Pension plan contributions | $61,293 | $26,977 | $32,305 | $2,011 | 0.5% | |
| Other (as described) | Small equipment purchases and repairs | $59,074 | $57,085 | $1,989 | $0 | 0.4% |
| Payroll taxes | $57,294 | $24,239 | $30,522 | $2,533 | 0.4% | |
| Insurance | $54,673 | $32,862 | $21,811 | $0 | 0.4% | |
| Advertising and promotion | $50,767 | $39,122 | $4,953 | $6,692 | 0.4% | |
| Information technology | $46,868 | $10,439 | $36,429 | $0 | 0.3% | |
| Fees: accounting | $21,319 | $0 | $21,319 | $0 | 0.2% | |
| Occupancy | $18,270 | $354 | $17,916 | $0 | 0.1% | |
| Other (as described) | Arboretum maintenance and planting | $17,578 | $17,578 | $0 | $0 | 0.1% |
| Fees: legal | $3,998 | $858 | $3,140 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $91,695 | $38,138 | reported apart | |||
| Total | $13,507,617 | 100% |
2020 · Form 990 · $17,555,695 spent · pay $999,442 · grants $14,469,788 · events $71,760
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $14,469,788 | $14,469,788 | - | - | 82.4% | |
| Interest | $770,353 | $770,353 | $0 | $0 | 4.4% | |
| Other salaries and wages | $437,574 | $184,930 | $236,547 | $16,097 | 2.5% | |
| Fees: investment management | $377,846 | $313,235 | $64,611 | $0 | 2.2% | |
| Pay: officers, directors, trustees, key employees | $368,222 | $127,551 | $216,195 | $24,476 | 2.1% | |
| All other expenses | $174,217 | $33,491 | $8,514 | $132,212 | 1.0% | |
| Fees: other services | $166,315 | $104,905 | $8,160 | $53,250 | 0.9% | |
| Office expenses | $126,857 | $102,059 | $23,382 | $1,416 | 0.7% | |
| Depreciation and depletion | $83,196 | $75,424 | $7,772 | $0 | 0.5% | |
| Information technology | $78,861 | $11,888 | $47,973 | $19,000 | 0.4% | |
| Other employee benefits | $76,827 | $21,349 | $52,063 | $3,415 | 0.4% | |
| Conferences, conventions and meetings | $67,636 | $62,009 | $4,936 | $691 | 0.4% | |
| Pension plan contributions | $63,064 | $26,447 | $34,250 | $2,367 | 0.4% | |
| Advertising and promotion | $55,208 | $35,937 | $726 | $18,545 | 0.3% | |
| Payroll taxes | $53,755 | $20,887 | $30,378 | $2,490 | 0.3% | |
| Insurance | $52,279 | $31,577 | $20,702 | $0 | 0.3% | |
| Other (as described) | Business meals & entertainment | $45,495 | $23,468 | $2,065 | $19,962 | 0.3% |
| Other (as described) | Small equipment purchases and repairs | $35,910 | $31,090 | $4,820 | $0 | 0.2% |
| Travel | $22,869 | $18,040 | $4,651 | $178 | 0.1% | |
| Fees: accounting | $20,700 | $0 | $20,700 | $0 | 0.1% | |
| Other (as described) | Arboretum maintenance and planting | $4,682 | $4,682 | $0 | $0 | 0.0% |
| Fees: legal | $1,931 | $209 | $1,722 | $0 | 0.0% | |
| Other (as described) Event | Receptions, banquests and concerts | $1,642 | $1,169 | $0 | $473 | 0.0% |
| Occupancy | $468 | $0 | $468 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $34,781 | $2,482 | reported apart | |||
| Total | $17,555,695 | 100% |
2019 · Form 990 · $15,831,670 spent · pay $990,125 · grants $12,562,917 · events $318,114
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $12,562,917 | $12,562,917 | - | - | 79.4% | |
| Interest | $551,216 | $551,216 | - | - | 3.5% | |
| Other salaries and wages | $436,543 | $179,649 | $241,350 | $15,544 | 2.8% | |
| Fees: investment management | $374,188 | $311,010 | $63,178 | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $366,395 | $125,601 | $215,981 | $24,813 | 2.3% | |
| Other (as described) | Business meals & entertainment | $293,146 | $139,522 | $10,556 | $143,068 | 1.9% |
| All other expenses | $184,687 | $74,320 | $7,787 | $102,580 | 1.2% | |
| Fees: other services | $146,350 | $130,533 | $11,285 | $4,532 | 0.9% | |
| Conferences, conventions and meetings | $122,633 | $117,333 | $4,182 | $1,118 | 0.8% | |
| Travel | $112,694 | $98,444 | $9,272 | $4,978 | 0.7% | |
| Office expenses | $95,445 | $64,326 | $26,386 | $4,733 | 0.6% | |
| Depreciation and depletion | $78,273 | $70,826 | $7,447 | - | 0.5% | |
| Other employee benefits | $77,964 | $23,139 | $51,337 | $3,488 | 0.5% | |
| Other (as described) Event | Receptions, banquets, and concerts | $77,853 | $70,295 | $1,083 | $6,475 | 0.5% |
| Advertising and promotion | $76,836 | $47,615 | $449 | $28,772 | 0.5% | |
| Pension plan contributions | $58,928 | $24,746 | $31,972 | $2,210 | 0.4% | |
| Information technology | $55,072 | $15,144 | $39,928 | - | 0.3% | |
| Payroll taxes | $50,295 | $19,890 | $28,128 | $2,277 | 0.3% | |
| Insurance | $43,873 | $23,207 | $20,666 | - | 0.3% | |
| Other (as described) | Small equipment purchases and repairs | $37,478 | $36,473 | $648 | $357 | 0.2% |
| Fees: accounting | $20,049 | - | $20,049 | - | 0.1% | |
| Fees: legal | $5,388 | $3,934 | $1,454 | - | 0.0% | |
| Occupancy | $1,872 | - | $1,872 | - | 0.0% | |
| Other (as described) | Arboretum maintenance, and planting | $1,575 | $1,575 | $0 | $0 | 0.0% |
| Fundraising events Event | direct expenses; gross income $135,182 | $117,628 | reported apart | |||
| Total | $15,831,670 | 100% |
2018 · Form 990 · $14,433,025 spent · pay $984,933 · grants $10,686,204 · events $300,945
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,686,204 | $10,686,204 | - | - | 74.0% | |
| Interest | $587,149 | $587,149 | $0 | $0 | 4.1% | |
| Other salaries and wages | $423,733 | $149,591 | $258,560 | $15,582 | 2.9% | |
| Fees: investment management | $386,236 | $321,783 | $64,453 | $0 | 2.7% | |
| Pay: officers, directors, trustees, key employees | $382,803 | $130,357 | $226,293 | $26,153 | 2.7% | |
| Other (as described) | Business meals & entertainment | $302,930 | $148,456 | $5,793 | $148,681 | 2.1% |
| Travel | $256,877 | $225,660 | $16,877 | $14,340 | 1.8% | |
| All other expenses | $230,961 | $84,310 | $12,427 | $134,224 | 1.6% | |
| Other (as described) Event | Receptions, banquets, and concerts | $189,637 | $161,194 | $2,238 | $26,205 | 1.3% |
| Office expenses | $176,374 | $127,430 | $45,500 | $3,444 | 1.2% | |
| Advertising and promotion | $154,573 | $61,620 | $767 | $92,186 | 1.1% | |
| Fees: other services | $127,281 | $99,225 | $5,556 | $22,500 | 0.9% | |
| Conferences, conventions and meetings | $109,069 | $102,598 | $6,471 | $0 | 0.8% | |
| Depreciation and depletion | $78,293 | $70,826 | $7,467 | $0 | 0.5% | |
| Other (as described) | Small equipment purchases | $71,392 | $68,878 | $1,153 | $1,361 | 0.5% |
| Other employee benefits | $70,279 | $16,228 | $50,576 | $3,475 | 0.5% | |
| Payroll taxes | $55,164 | $18,972 | $33,337 | $2,855 | 0.4% | |
| Pension plan contributions | $52,954 | $19,637 | $31,168 | $2,149 | 0.4% | |
| Insurance | $32,079 | $9,731 | $22,348 | - | 0.2% | |
| Fees: accounting | $19,580 | $0 | $19,580 | $0 | 0.1% | |
| Information technology | $12,586 | $0 | $12,586 | $0 | 0.1% | |
| Occupancy | $11,466 | $9,716 | $1,750 | $0 | 0.1% | |
| Fees: legal | $8,447 | $2,316 | $4,446 | $1,685 | 0.1% | |
| Other (as described) | Arboretum maintenance and planting | $6,958 | $6,958 | $0 | $0 | 0.0% |
| Fundraising events Event | direct expenses; gross income $3,380 | $2,239 | reported apart | |||
| Total | $14,433,025 | 100% |
2017 · Form 990 · $15,189,964 spent · pay $1,028,328 · grants $11,925,567 · events $283,844
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,925,567 | $11,925,567 | - | - | 78.5% | |
| Other salaries and wages | $482,410 | $177,371 | $291,335 | $13,704 | 3.2% | |
| Fees: investment management | $436,162 | $358,497 | $77,665 | $0 | 2.9% | |
| Interest | $368,905 | $368,905 | $0 | $0 | 2.4% | |
| Pay: officers, directors, trustees, key employees | $367,682 | $133,903 | $217,243 | $16,536 | 2.4% | |
| Other (as described) | Business meals & entertainmnet | $333,367 | $172,262 | $8,342 | $152,763 | 2.2% |
| Travel | $252,417 | $232,559 | $13,958 | $5,900 | 1.7% | |
| Office expenses | $198,491 | $137,672 | $45,436 | $15,383 | 1.3% | |
| Other (as described) Event | Receptions, banquets and concerts | $138,643 | $131,254 | $0 | $7,389 | 0.9% |
| Advertising and promotion | $123,687 | $53,284 | $2,681 | $67,722 | 0.8% | |
| Conferences, conventions and meetings | $94,139 | $88,486 | $5,653 | $0 | 0.6% | |
| Depreciation and depletion | $78,895 | $70,877 | $8,018 | $0 | 0.5% | |
| Other employee benefits | $73,595 | $22,562 | $47,466 | $3,567 | 0.5% | |
| Payroll taxes | $55,614 | $19,326 | $34,235 | $2,053 | 0.4% | |
| Fees: other services | $54,415 | $47,717 | $0 | $6,698 | 0.4% | |
| Pension plan contributions | $49,027 | $15,464 | $31,479 | $2,084 | 0.3% | |
| Insurance | $46,829 | $22,234 | $24,595 | $0 | 0.3% | |
| All other expenses | $32,124 | $16,429 | $8,740 | $6,955 | 0.2% | |
| Other (as described) | Small equipment purchases | $31,975 | $31,299 | $676 | $0 | 0.2% |
| Fees: accounting | $19,507 | $0 | $19,507 | $0 | 0.1% | |
| Other (as described) | Arboretum maintenance and planting | $14,510 | $14,510 | $0 | $0 | 0.1% |
| Information technology | $6,302 | $0 | $6,302 | $0 | 0.0% | |
| Fees: legal | $3,991 | $438 | $3,553 | $0 | 0.0% | |
| Occupancy | $1,710 | $0 | $1,710 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $79,351 | $51,062 | reported apart | |||
| Total | $15,189,964 | 100% |
2016 · Form 990 · $10,147,423 spent · pay $902,926 · grants $7,195,062 · events $340,440
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,195,062 | $7,195,062 | - | - | 70.9% | |
| Other salaries and wages | $433,917 | $186,381 | $224,379 | $23,157 | 4.3% | |
| Fees: investment management | $403,766 | $329,339 | $74,427 | $0 | 4.0% | |
| Pay: officers, directors, trustees, key employees | $317,924 | $117,086 | $187,002 | $13,836 | 3.1% | |
| Other (as described) | Business meals & entertainment | $306,118 | $159,516 | $7,103 | $139,499 | 3.0% |
| Travel | $182,508 | $162,104 | $13,877 | $6,527 | 1.8% | |
| Other (as described) Event | Receptions, banquets and concerts | $176,952 | $161,767 | $154 | $15,031 | 1.7% |
| Fees: other services | $148,836 | $126,069 | $0 | $22,767 | 1.5% | |
| Office expenses | $140,565 | $102,623 | $30,660 | $7,282 | 1.4% | |
| Conferences, conventions and meetings | $135,633 | $128,921 | $6,681 | $31 | 1.3% | |
| Interest | $131,573 | $131,573 | $0 | $0 | 1.3% | |
| Advertising and promotion | $100,372 | $57,553 | $3,058 | $39,761 | 1.0% | |
| Depreciation and depletion | $92,932 | $86,313 | $6,619 | $0 | 0.9% | |
| Other employee benefits | $63,973 | $23,724 | $37,361 | $2,888 | 0.6% | |
| All other expenses | $60,463 | $45,985 | $8,066 | $6,412 | 0.6% | |
| Other (as described) | Small equipment purchases | $59,575 | $52,949 | $1,131 | $5,495 | 0.6% |
| Payroll taxes | $48,386 | $19,861 | $26,096 | $2,429 | 0.5% | |
| Insurance | $40,823 | $21,686 | $19,137 | $0 | 0.4% | |
| Pension plan contributions | $38,726 | $15,988 | $21,340 | $1,398 | 0.4% | |
| Fees: legal | $28,753 | $21,426 | $7,327 | $0 | 0.3% | |
| Fees: accounting | $20,007 | $0 | $20,007 | $0 | 0.2% | |
| Other (as described) | Arboretum maintenance and planting | $12,786 | $12,786 | $0 | $0 | 0.1% |
| Information technology | $6,063 | $0 | $6,063 | $0 | 0.1% | |
| Occupancy | $1,710 | $0 | $1,710 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $41,926 | $27,855 | reported apart | |||
| Total | $10,147,423 | 100% |
2015 · Form 990 · $9,460,419 spent · pay $856,939 · grants $6,316,201 · events $365,173
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,316,201 | $6,316,201 | - | - | 66.8% | |
| Other salaries and wages | $418,237 | $205,234 | $203,021 | $9,982 | 4.4% | |
| Fees: investment management | $393,367 | $322,286 | $71,081 | $0 | 4.2% | |
| Other (as described) | Business meals and entertaining | $307,547 | $154,937 | $3,543 | $149,067 | 3.3% |
| Pay: officers, directors, trustees, key employees | $299,934 | $110,780 | $176,168 | $12,986 | 3.2% | |
| Fees: other services | $219,863 | $215,416 | $1,594 | $2,853 | 2.3% | |
| Travel | $202,569 | $172,777 | $11,256 | $18,536 | 2.1% | |
| Other (as described) Event | Receptions, banquets, concerts | $187,158 | $170,725 | $1,146 | $15,287 | 2.0% |
| Conferences, conventions and meetings | $149,128 | $140,796 | $3,637 | $4,695 | 1.6% | |
| Office expenses | $147,943 | $104,300 | $28,200 | $15,443 | 1.6% | |
| Other (as described) | Small equipment expense | $112,642 | $109,381 | $883 | $2,378 | 1.2% |
| Other (as described) | Arboretum maintenance and planting | $109,424 | $109,424 | $0 | $0 | 1.2% |
| Interest | $101,703 | $101,703 | $0 | $0 | 1.1% | |
| Depreciation and depletion | $92,429 | $86,313 | $6,116 | $0 | 1.0% | |
| Advertising and promotion | $75,987 | $57,869 | $788 | $17,330 | 0.8% | |
| All other expenses | $69,017 | $56,401 | $5,692 | $6,924 | 0.7% | |
| Other employee benefits | $56,118 | $23,693 | $29,773 | $2,652 | 0.6% | |
| Fees: legal | $51,367 | $48,692 | $2,675 | $0 | 0.5% | |
| Payroll taxes | $46,813 | $21,138 | $24,277 | $1,398 | 0.5% | |
| Insurance | $37,740 | $19,628 | $18,112 | $0 | 0.4% | |
| Pension plan contributions | $35,837 | $16,332 | $18,093 | $1,412 | 0.4% | |
| Fees: accounting | $21,806 | $0 | $21,806 | $0 | 0.2% | |
| Information technology | $6,171 | $0 | $6,171 | $0 | 0.1% | |
| Occupancy | $1,418 | $0 | $1,418 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $76,976 | $28,887 | reported apart | |||
| Total | $9,460,419 | 100% |
2014 · Form 990 · $9,680,735 spent · pay $818,146 · grants $6,954,483 · events $444,744
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,954,483 | $6,954,483 | - | - | 71.8% | |
| Other salaries and wages | $396,936 | $202,186 | $185,299 | $9,451 | 4.1% | |
| Fees: investment management | $331,519 | $272,181 | $59,338 | $0 | 3.4% | |
| Pay: officers, directors, trustees, key employees | $298,738 | $109,728 | $175,948 | $13,062 | 3.1% | |
| Other (as described) | Business meals and entertaining | $270,845 | $109,907 | $2,356 | $158,582 | 2.8% |
| Other (as described) Event | Receptions, banquets, concerts | $229,702 | $163,129 | $1,883 | $64,690 | 2.4% |
| Office expenses | $202,453 | $170,548 | $26,143 | $5,762 | 2.1% | |
| Conferences, conventions and meetings | $152,909 | $147,329 | $5,343 | $237 | 1.6% | |
| Travel | $140,595 | $120,668 | $10,183 | $9,744 | 1.5% | |
| Fees: other services | $96,907 | $89,527 | $7,130 | $250 | 1.0% | |
| Interest | $81,277 | $81,277 | $0 | $0 | 0.8% | |
| All other expenses | $80,177 | $70,556 | $3,681 | $5,940 | 0.8% | |
| Depreciation and depletion | $73,052 | $67,722 | $5,330 | $0 | 0.8% | |
| Advertising and promotion | $71,493 | $36,220 | $1,092 | $34,181 | 0.7% | |
| Other (as described) | Small equipment expense | $61,965 | $59,421 | $1,639 | $905 | 0.6% |
| Other employee benefits | $49,132 | $22,295 | $24,465 | $2,372 | 0.5% | |
| Payroll taxes | $45,428 | $20,894 | $23,150 | $1,384 | 0.5% | |
| Insurance | $33,937 | $15,971 | $17,966 | $0 | 0.4% | |
| Other (as described) | Membership dues | $33,877 | $29,463 | $3,390 | $1,024 | 0.3% |
| Pension plan contributions | $27,912 | $13,644 | $13,169 | $1,099 | 0.3% | |
| Fees: accounting | $18,361 | $0 | $18,361 | $0 | 0.2% | |
| Information technology | $16,307 | $0 | $5,960 | $10,347 | 0.2% | |
| Fees: legal | $11,410 | $3,381 | $8,029 | $0 | 0.1% | |
| Occupancy | $1,320 | $0 | $1,320 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $54,104 | $62,133 | reported apart | |||
| Total | $9,680,735 | 100% |
2013 · Form 990 · $7,519,650 spent · pay $685,854 · grants $5,117,392 · events $335,142
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,117,392 | $5,117,392 | - | - | 68.1% | |
| Fees: investment management | $444,729 | $364,735 | $79,994 | $0 | 5.9% | |
| Other salaries and wages | $329,804 | $172,494 | $150,591 | $6,719 | 4.4% | |
| Pay: officers, directors, trustees, key employees | $270,736 | $99,282 | $159,582 | $11,872 | 3.6% | |
| Other (as described) | Business meals and entertaining | $247,039 | $123,061 | $2,283 | $121,695 | 3.3% |
| Office expenses | $206,751 | $182,329 | $21,477 | $2,945 | 2.7% | |
| Other (as described) Event | Receptions, banquets, concerts | $194,635 | $162,520 | $1,989 | $30,126 | 2.6% |
| Travel | $139,712 | $127,541 | $6,244 | $5,927 | 1.9% | |
| Fees: other services | $116,798 | $112,178 | $0 | $4,620 | 1.6% | |
| Conferences, conventions and meetings | $91,474 | $89,526 | $1,798 | $150 | 1.2% | |
| Advertising and promotion | $84,437 | $36,099 | $1,795 | $46,543 | 1.1% | |
| Other (as described) | Small equipment expense | $47,520 | $46,023 | $1,202 | $295 | 0.6% |
| Payroll taxes | $39,791 | $18,422 | $20,204 | $1,165 | 0.5% | |
| Other (as described) | Membership dues | $34,970 | $31,221 | $2,825 | $924 | 0.5% |
| All other expenses | $32,779 | $24,514 | $2,325 | $5,940 | 0.4% | |
| Other employee benefits | $30,649 | $16,432 | $13,377 | $840 | 0.4% | |
| Insurance | $26,109 | $8,732 | $17,377 | $0 | 0.3% | |
| Fees: legal | $17,850 | $0 | $17,850 | $0 | 0.2% | |
| Pension plan contributions | $14,874 | $7,377 | $6,932 | $565 | 0.2% | |
| Depreciation and depletion | $12,910 | $8,961 | $3,949 | $0 | 0.2% | |
| Information technology | $12,000 | $0 | $1,954 | $10,046 | 0.2% | |
| Fees: management | $5,411 | $0 | $5,411 | $0 | 0.1% | |
| Occupancy | $1,280 | $0 | $1,280 | $0 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $47,920 | $49,033 | reported apart | |||
| Total | $7,519,650 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2020 | $0 | $0 | 1 |
Largest awards · 0 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|
Trademarks
5 US trademarks, 4 live.
- James Madison University Foundation, Inc. 5 marks, VA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| BEING THE CHANGE | 87660622 | 2017-10-26 | Registered | TRTYRAP, file of 2026-04-03 |
| WE'RE ALL IN | 87455069 | 2017-05-18 | Abandoned | TRCFECO2, file of 2024-03-27 |
| JAMES MADISON UNIVERSITY | 75647376 | 1999-02-24 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| JMU | 75647290 | 1999-02-24 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| (design) | 75646903 | 1999-02-24 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments