FURP.ORG / PUBLIC DATA EXPLORER

H & R BLOCK FOUNDATION

Cite this

Plain text H & R BLOCK FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/237378232. Retrieved 2026-10-21.

APA furp.org. (n.d.). H & R BLOCK FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 21, 2026, from https://furp.org/org/237378232

MLA “H & R BLOCK FOUNDATION.” furp.org, tax years 2012–2024, https://furp.org/org/237378232. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $3.3M · expenses $4.3M · assets $68.3M

EIN
23-7378232
Address
4801 MAIN ST STE 400, KANSAS CITY, MO 64112-2930
Website
HRBLOCKFOUNDATION.ORG
NTEE code
T22
Subsection
501(c)(3)
Ruling year
1974
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

10 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
David P Miles PRESIDENT2020-2024 $106,731$440,390 2
Kris Wilcoxson VP OF FIN & ADMIN2021-2024 $59,920$180,514 2
Valerie Salazar GRANTMAKING PRIN2022-2024 $60,434$115,450 2
Jean-Paul Chaurand EXECUTIVE VP2024 $56,265$56,265 9
Carey Wilkerson Looney - See Stmt 1 (former) SECRETARY2014-2018 $80,810$364,074 1
David P Miles - See Stmt 15 (former) PRESIDENT2014-2017 $62,307$251,778 2
Carey Wilkerson Looney - Stmt 14 (former) VICE PRESIDENT & SECRETARY2012-2013 $55,798$149,045 1
David P Miles - Stmt 14 (former) PRESIDENT2012-2013 $65,103$146,470 2
Carey Wilkerson-Looney (former) SECRETARY2020 $120,532$120,532 1
David P Miles - See Stmt 14 (former) PRESIDENT2018 $64,430$64,430 2

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Leo Morton DIRECTOR2020-2024 0 $0 reported 24
Bruce C Davison VICE CHAIRMAN & DIRECTOR2013-2024 0 $0 reported 6
Thomas M Bloch CHAIRMAN & DIRECTOR2012-2024 3 $0 reported 6
William A Hall TREASURER & DIRECTOR2012-2024 0 $0 reported 2
John R Phillips DIRECTOR2017-2024 0 $0 reported 8
Debbie Sosland-Edelman ASSISTANT TREASURER2022-2024 0 $0 reported 2
Heather R Watts SECRETARY & DIRECTOR2020-2024 0 $0 reported 1
Tiffany Scalzitti Monroe DIRECTOR2022-2024 0 $0 reported 1
Thomas A Gerke (former) FORMER SECRETARY & DIRECTOR2014-2022 0 $0 reported 1
Scott W Andreasen (former) ASSISTANT TREASURER2020-2021 0 $0 reported 2
Henry W Bloch (former) CHAIRMAN EMERITUS, DIRECTOR2012-2018 5 $0 reported 3
Edward T Matheny Jr (former) DIRECTOR2012-2018 0 $0 reported 2
Morton I Sosland (former) DIRECTOR2012-2018 0 $0 reported 2
Evangeline Rich (former) ASSISTANT TREASURER2012-2018 0 $0 reported 1
Frank L Salizzoni (former) DIRECTOR2012 0 $0 reported 2

People by year

2024 · 12 people listed · 4 paid, $283K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID P MILES PRESIDENT10 $95,917-$10,814 $106,7312
VALERIE SALAZAR GRANTMAKING PRIN16 $51,964-$8,470 $60,4342
KRIS WILCOXSON VP OF FIN & ADMIN10 $54,905-$5,015 $59,9202
JEAN-PAUL CHAURAND EXECUTIVE VP8 $50,517-$5,748 $56,2659
BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR0 $0-$0 $06
HEATHER R WATTS SECRETARY & DIRECTOR0 $0-$0 $01
THOMAS M BLOCH CHAIRMAN & DIRECTOR3 $0-$0 $06
WILLIAM A HALL TREASURER & DIRECTOR0 $0-$0 $02
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
LEO E MORTON DIRECTOR0 $0-$0 $024
TIFFANY SCALZITTI MONROE DIRECTOR0 $0-$0 $01
DEBBIE SOSLAND-EDELMAN ASSISTANT TREASURER0 $0-$0 $02
2023 · 9 people listed · 1 paid, $99K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID P MILES PRESIDENT10 $91,338-$7,973 $99,3112
THOMAS M BLOCH Chairman & Director3 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR0 $0-$0 $06
WILLIAM A HALL TREASURER & DIRECTOR0 $0-$0 $02
HEATHER R WATTS SECRETARY & DIRECTOR0 $0-$0 $01
LEO E MORTON Director0 $0-$0 $024
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
TIFFANY SCALZITTI MONROE DIRECTOR0 $0-$0 $01
DEBBIE SOSLAND-EDELMAN ASSISTANT TREASURER0 $0-$0 $02
2022 · 12 people listed · 3 paid, $199K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID P MILES PRESIDENT9 $80,928-$6,845 $87,7732
KRIS WILCOXSON ACCOUNTANT11 $51,584-$4,759 $56,3432
VALERIE SALAZAR GRANTMAKING PRINCIPA16 $47,680-$7,336 $55,0162
THOMAS M BLOCH CHAIRMAN & DIRECTOR3 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR0 $0-$0 $06
THOMAS A GERKE FORMER SECRETARY & DIRECTOR0 $0-$0 $01
WILLIAM A HALL TREASURER & DIRECTOR0 $0-$0 $02
DEBBIE SOSLAND-EDELMAN ASSISTANT TREASURER0 $0-$0 $02
LEO E MORTON DIRECTOR0 $0-$0 $024
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
HEATHER R WATTS SECRETARY & DIRECTOR0 $0-$0 $01
TIFFANY SCALZITTI MONROE director0 $0-$0 $01
2021 · 10 people listed · 2 paid, $136K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID P MILES PRESIDENT10 $68,312-$3,900 $72,2122
KRIS WILCOXSON ACCOUNTANT0 $59,564-$4,687 $64,2512
THOMAS M BLOCH CHAIRMAN, TREASURER & DIRECTOR3 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR0 $0-$0 $06
THOMAS A GERKE SECRETARY & DIRECTOR0 $0-$0 $01
WILLIAM A HALL TREASURER & DIRECTOR0 $0-$0 $02
SCOTT W ANDREASEN ASSISTANT TREASURER0 $0-$0 $02
LEO E MORTON DIRECTOR0 $0-$0 $024
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
HEATHER R WATTS DIRECTOR0 $0-$0 $01
2020 · 10 people listed · 2 paid, $195K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON-LOONEY SECRETARY30 $104,636-$15,896 $120,5321
DAVID P MILES PRESIDENT10 $67,980-$6,383 $74,3632
THOMAS M BLOCH CHAIRMAN, TREASURER & DIRECTOR3 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN & DIRECTOR0 $0-$0 $06
THOMAS A GERKE SECRETARY & DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
SCOTT W ANDREASEN ASSISTANT TREASURER0 $0-$0 $02
LEO E MORTON DIRECTOR0 $0-$0 $024
HEATHER R WATTS DIRECTOR0 $0-$0 $01
2018 · 11 people listed · 2 paid, $145K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - SEE STMT 1 SECRETARY30 $68,901-$11,909 $80,8101
DAVID P MILES - SEE STMT 14 PRESIDENT10 $58,400-$6,030 $64,4302
HENRY W BLOCH CHAIRMAN EMERITUS, DIRECTOR5 $0-$0 $03
THOMAS M BLOCH CHAIRMAN, TREASURER, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN, DIRECTOR0 $0-$0 $06
THOMAS A GERKE DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2017 · 11 people listed · 2 paid, $139K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - SEE STMT 1 SECRETARY30 $64,737-$11,589 $76,3261
DAVID P MILES - SEE STMT 15 PRESIDENT10 $56,524-$5,783 $62,3072
HENRY W BLOCH CHAIRMAN EMERITUS, DIRECTOR5 $0-$0 $03
THOMAS M BLOCH CHAIRMAN, TREASURER, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON VICE CHAIRMAN, DIRECTOR0 $0-$0 $06
THOMAS A GERKE DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
JOHN R PHILLIPS DIRECTOR0 $0-$0 $08
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2016 · 10 people listed · 2 paid, $137K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - SEE STMT 1 VICE PRESIDENT & SECRETARY28 $58,828-$12,052 $70,8801
DAVID P MILES - SEE STMT 15 PRESIDENT13 $59,260-$6,561 $65,8212
HENRY W BLOCH CHAIRMAN, TREASURER, DIREC5 $0-$0 $03
THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON DIRECTOR0 $0-$0 $06
THOMAS A GERKE DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2015 · 10 people listed · 2 paid, $130K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - SEE STMT 1 VICE PRESIDENT & SECRETARY28 $56,501-$11,439 $67,9401
DAVID P MILES - SEE STMT 15 PRESIDENT13 $56,113-$6,140 $62,2532
HENRY W BLOCH CHAIRMAN, TREASURER, DIREC5 $0-$0 $03
THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON DIRECTOR0 $0-$0 $06
THOMAS A GERKE DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2014 · 10 people listed · 2 paid, $130K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - SEE STMT 1 VICE PRESIDENT & SECRETARY28 $56,802-$11,316 $68,1181
DAVID P MILES - SEE STMT 15 PRESIDENT13 $55,333-$6,064 $61,3972
HENRY W BLOCH CHAIRMAN, TREASURER, DIRECTOR5 $0-$0 $03
THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON DIRECTOR0 $0-$0 $06
THOMAS A GERKE DIRECTOR0 $0-$0 $01
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2013 · 9 people listed · 2 paid, $121K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID P MILES - STMT 14 PRESIDENT14 $58,663-$6,440 $65,1032
CAREY WILKERSON LOONEY - STMT 14 VICE PRESIDENT & SECRETARY24 $46,477-$9,321 $55,7981
HENRY W BLOCH CHAIRMAN, TREASURER, DIRECTOR5 $0-$0 $03
THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR5 $0-$0 $06
BRUCE C DAVISON DIRECTOR0 $0-$0 $06
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01
2012 · 9 people listed · 2 paid, $175K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAREY WILKERSON LOONEY - STMT 14 VICE PRESIDENT & SECRETARY34 $78,868-$14,379 $93,2471
DAVID P MILES - STMT 14 PRESIDENT18 $72,491-$8,876 $81,3672
HENRY W BLOCH CHAIRMAN, TREASURER, DIRECTOR5 $0-$0 $03
THOMAS M BLOCH VICE CHAIRMAN, DIRECTOR5 $0-$0 $06
WILLIAM A HALL DIRECTOR0 $0-$0 $02
EDWARD T MATHENY JR DIRECTOR0 $0-$0 $02
MORTON I SOSLAND DIRECTOR0 $0-$0 $02
FRANK L SALIZZONI DIRECTOR0 $0-$0 $02
EVANGELINE RICH ASSISTANT TREASURER0 $0-$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $166K
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT CONSULTING$115,202
FORVIS MAZARS LLPKANSAS CITY, MOACCOUNTING SERVICES$50,574
2023 · 1 contractor · $110K
NameLocationServicePaid
Cambridge AssociatesBoston, MAINVESTMENT CONSULTING$110,220
2022 · 1 contractor · $133K
NameLocationServicePaid
Cambridge Associates LLCBOSTON, MAInvestment Consultin$132,723
2021 · 1 contractor · $70K
NameLocationServicePaid
Cambridge Associates LLCBOSTON, MAInvestment Consultin$70,285
2020 · 1 contractor · $99K
NameLocationServicePaid
Cambridge Associates LLCBOSTON, MAInvestment Consultin$98,864
2018 · 2 contractors · $468K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITY, MOMANAGEMENT$336,534
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT ADVISOR$131,863
2017 · 2 contractors · $436K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITY, MOMANAGEMENT$299,278
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT ADVISOR$137,176
2016 · 2 contractors · $441K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITY, MOMANAGEMENT$314,947
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT ADVISOR$125,886
2015 · 2 contractors · $395K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITY, MOMANAGEMENT$308,900
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT ADVISOR$85,794
2014 · 2 contractors · $374K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITY, MOMANAGEMENT$287,688
CAMBRIDGE ASSOCIATES LLCBOSTON, MAINVESTMENT ADVISOR$86,260
2013 · 2 contractors · $328K
NameLocationServicePaid
HRB MANAGEMENT INCKANSAS CITYMANAGEMENT$259,994
CAMBRIDGE ASSOCIATES LLCBOSTONINVESTMENT ADVISOR$68,455

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 · 0 grants to organizations · $0 · 1 summary line · $3.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 1 grant to organizations · $19 · 1 summary line · $3.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 1 grant to organizations · $8 · 1 summary line · $2.9M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 133 grants to organizations · $2.6M
2020 · 134 grants to organizations · $2.6M
2018 · 187 grants to organizations · $2.6M
2017 · 185 grants to organizations · $2.7M
2016 · 168 grants to organizations · $2.7M
2015 · 175 grants to organizations · $2.8M
2014 · 184 grants to organizations · $3.3M
2013 · 193 grants to organizations · $2.9M
2012 · 191 grants to organizations · $1.6M

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

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2020 · 1 contributor · $250K
#ContributorTypeCity, stateTotalNoncashSource
1 HR BLOCK INC Person KANSAS CITY, MO $250,000- Form 990PF Sch. B, 2020 · filing
2018 · 1 contributor · $231K
#ContributorTypeCity, stateTotalNoncashSource
1 H&R BLOCK INC Organization or other KANSAS CITY, MO $231,200- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $230K
#ContributorTypeCity, stateTotalNoncashSource
1 H&R BLOCK INC Organization or other KANSAS CITY, MO $230,000- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $208K
#ContributorTypeCity, stateTotalNoncashSource
1 H&R BLOCK INC Organization or other KANSAS CITY, MO $208,500- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $155K
#ContributorTypeCity, stateTotalNoncashSource
1 HR BLOCK INC Person KANSAS CITY, MO $154,700- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $186K
#ContributorTypeCity, stateTotalNoncashSource
1 HR BLOCK INC Person KANSAS CITY, MO $186,200- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $167K
#ContributorTypeCity, stateTotalNoncashSource
1 HR BLOCK INC Person $167,300- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $655K
#ContributorTypeCity, stateTotalNoncashSource
1 HR BLOCK INC Person KANSAS CITY, MO $655,029- Form 990PF Sch. B, 2012 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,333,372$4,327,684 $68,309,596$68,280,593 -- $106,731--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$2,791,959$4,190,984 $66,354,706$66,315,980 -- $91,338--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,757,329$4,320,481 $62,980,951$62,940,173 $0- $80,928--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$10,522,062$3,771,869 $74,399,989$74,362,858 $0- $68,312--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,295,025$3,609,886 $70,777,372$70,696,113 $250,000- $172,616--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
-$1,808,692$3,781,074 $58,061,446$57,992,699 $231,200- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$9,747,136$3,587,708 $63,648,132$63,582,465 $230,000- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$4,231,990$3,488,666 $57,472,195$57,423,037 $208,500- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
-$1,685,707$3,566,408 $56,729,987$56,679,713 $154,700- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,599,917$3,969,358 $61,986,971$61,931,828 $186,200- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$8,010,284$3,481,510 $64,352,543$64,301,269 $167,300- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$6,513,963$2,150,536 $59,809,580$59,772,495 -- $0--

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
GATEWAY FOUNDATION TRMOT22 $3,619,241$3,372,140 DIRECTOR$167,331 Same NTEE code T22, revenue within 2x, same state
PAULA AND RODGER RINEY FOUNDATIONMOT22 $3,191,046$33,241,387 MANAGING DIRECTOR$329,019 Same NTEE code T22, revenue within 2x, same state
LORDI MARKER FAMILY FOUNDATIONMOT22 $2,734,131$497,882 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
JOHN AND ALISON FERRING FAMILY FOUNDATIONMOT22 $2,962,555$501,991 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE LINDA AND HARVEY SALIGMAN CHARITABLE FOUNDATIONMOT22 $2,637,054$406,699 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
KRANZBERG FAMILY CHARITABLE FOUNDATION DTD 6-3-2000MOT22 $3,091,188$4,399,526 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
HELEN GREATHOUSE CHARITABLE TRUSTMOT22 $3,973,268$2,400,679 TRUSTEE$223,563 Same NTEE code T22, revenue within 2x, same state
SLOAN PA & LDC CHARITABLE TRUSTMOT22 $2,630,999$2,417,613 TRUSTEE$219,901 Same NTEE code T22, revenue within 2x, same state
K A H R FOUNDATIONMNT22 $3,334,823$13,152,622 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
BLH FOUNDATIONUTT22 $3,581,831$1,757,238 Chairman$0 Same NTEE code T22, revenue within 2x, similar name
HAWK ROCK FOUNDATIONFLT22 $2,694,763$3,419,996 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
BCM FOUNDATIONCAT22 $3,386,067$3,735,502 Trustee$75,000 Same NTEE code T22, revenue within 2x, similar name
BZL FOUNDATIONNYT22 $3,595,000$3,582,461 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
HRH FOUNDATIONCAT22 $4,399,873$4,146,648 PRESIDENT AND DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
BGDG FOUNDATIONUTT22 $3,240,413$230,779 President$0 Same NTEE code T22, revenue within 2x, similar name
BELK FOUNDATIONNCT22 $2,714,612$2,787,552 EXECUTIVE DIRECTOR$177,901 Same NTEE code T22, revenue within 2x, similar name
HASI FOUNDATIONDET22 $2,649,930$1,289,572 Sec$0 Same NTEE code T22, revenue within 2x, similar name
ROCKSTAD FOUNDATIONNDT22 $3,239,045$464,734 EXECUTIVE DIRECTOR$140,000 Same NTEE code T22, revenue within 2x, similar name
THE BLUE FOUNDATIONNJT22 $2,808,338$775,907 PRESIDENT, TREASURER$0 Same NTEE code T22, revenue within 2x, similar name
ROWAN FOUNDATIONILT22 $3,931,929$2,243,786 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
FHS FOUNDATIONDET22 $2,765,053$121,374 Dir, Sec, Treas$0 Same NTEE code T22, revenue within 2x, similar name
ROEMER FOUNDATIONNJT22 $3,270,064$2,883,666 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
BEDARI FOUNDATIONNYT22 $4,683,867$1,810,540 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
EOS FOUNDATIONMAT22 $3,649,882$4,156,680 President$410,548 Same NTEE code T22, revenue within 2x, similar name
JMG FOUNDATIONNJT22 $3,040,000$3,048,451 0$0 Same NTEE code T22, revenue within 2x, similar name

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
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,725,0003 12019–2024 ROSENBERG FOUNDATION
THE 1040 FOUNDATION Private foundation$922,3181 12025–2025 FIGURE FOUNDATION
THE HEISING-SIMONS FOUNDATION Private foundation$550,0007 12019–2024 ROSENBERG FOUNDATION
THE CALIFORNIA ENDOWMENT Private foundation$300,0002 12022–2023 ROSENBERG FOUNDATION
THE CALIFORNIA WELLNESS FOUNDATION Private foundation$275,0004 12017–2022 ROSENBERG FOUNDATION
TIDES FOUNDATION DAF sponsor$166,6671 12019–2019 ROSENBERG FOUNDATION
FORD FOUNDATION Private foundation$75,0005 12019–2023 WITH FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$60,6002 12022–2023 ANNIKA FOUNDATION
SUB-ZERO WOLF FOUNDATION INC Private foundation$50,0001 12022–2022 ANNIKA FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$45,0003 12018–2022 ANNIKA FOUNDATION
THOMAS E RILEY CHARITABLE TR Private foundation$40,0253 12025–2025 ANNIKA FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$34,5003 12022–2024 ANNIKA FOUNDATION
SAN FRANCISCO FOUNDATION DAF sponsor$25,0001 12024–2024 ROSENBERG FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$21,5001 12024–2024 ANNIKA FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,3502 12019–2024 ANNIKA FOUNDATION

The full list · all similar organizations

Where the money went

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

2024 · Form 990PF · $4,327,684 spent · pay $354,724 · grants $3,032,914 · events $1,128
LineAs describedTotalShare
Contributions, gifts, grants paid $3,032,914 70.1%
Fees: other professional $737,269 17.0%
Other salaries and wages $219,967 5.1%
Pay: officers, directors, trustees $106,731 2.5%
Fees: accounting $52,744 1.2%
Occupancy $49,849 1.2%
Other expenses $45,090 1.0%
Taxes $41,464 1.0%
Pension plans and employee benefits $28,026 0.6%
Depreciation and depletion $12,122 0.3%
Travel, conferences and meetings $1,128 0.0%
Fees: legal $380 0.0%
Total$4,327,684100%

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2023 · Form 990PF · $4,190,984 spent · pay $327,682 · grants $2,978,925 · events $1,011
LineAs describedTotalShare
Contributions, gifts, grants paid $2,978,925 71.1%
Fees: other professional $671,379 16.0%
Other salaries and wages $202,755 4.8%
Pay: officers, directors, trustees $91,338 2.2%
Taxes $53,571 1.3%
Other expenses $52,304 1.2%
Fees: accounting $47,820 1.1%
Occupancy $44,784 1.1%
Pension plans and employee benefits $33,589 0.8%
Depreciation and depletion $12,354 0.3%
Fees: legal $1,154 0.0%
Travel, conferences and meetings $1,011 0.0%
Total$4,190,984100%

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2022 · Form 990PF · $4,320,481 spent · pay $349,393 · grants $2,926,628 · events $936
LineAs describedTotalShare
Contributions, gifts, grants paid $2,926,628 67.7%
Fees: other professional $630,255 14.6%
Taxes $247,331 5.7%
Other salaries and wages $232,232 5.4%
Pay: officers, directors, trustees $80,928 1.9%
Other expenses $53,037 1.2%
Occupancy $48,585 1.1%
Fees: accounting $43,381 1.0%
Pension plans and employee benefits $36,233 0.8%
Depreciation and depletion $12,354 0.3%
Fees: legal $8,581 0.2%
Travel, conferences and meetings $936 0.0%
Total$4,320,481100%

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2021 · Form 990PF · $3,771,869 spent · pay $372,097 · grants $2,646,028 · events $4,646
LineAs describedTotalShare
Contributions, gifts, grants paid $2,646,028 70.2%
Fees: other professional $480,077 12.7%
Other salaries and wages $270,471 7.2%
Taxes $114,554 3.0%
Pay: officers, directors, trustees $68,312 1.8%
Fees: accounting $64,169 1.7%
Other expenses $41,117 1.1%
Pension plans and employee benefits $33,314 0.9%
Occupancy $30,010 0.8%
Fees: legal $13,502 0.4%
Depreciation and depletion $5,669 0.2%
Travel, conferences and meetings $4,646 0.1%
Total$3,771,869100%

View the filing

2020 · Form 990PF · $3,609,886 spent · pay $194,895 · grants $2,612,397 · events $4,706
LineAs describedTotalShare
Contributions, gifts, grants paid $2,612,397 72.4%
Fees: other professional $658,482 18.2%
Pay: officers, directors, trustees $172,616 4.8%
Fees: accounting $61,713 1.7%
Fees: legal $38,364 1.1%
Other expenses $29,391 0.8%
Pension plans and employee benefits $22,279 0.6%
Taxes $5,995 0.2%
Travel, conferences and meetings $4,706 0.1%
Occupancy $3,943 0.1%
Total$3,609,886100%

View the filing

2018 · Form 990PF · $3,781,074 spent · pay $0 · grants $2,586,967 · events $13,614
LineAs describedTotalShare
Contributions, gifts, grants paid $2,586,967 68.4%
Fees: other professional $1,071,937 28.4%
Fees: accounting $64,071 1.7%
Other expenses $24,568 0.6%
Travel, conferences and meetings $13,614 0.4%
Occupancy $13,416 0.4%
Fees: legal $6,501 0.2%
Total$3,781,074100%

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2017 · Form 990PF · $3,587,708 spent · pay $0 · grants $2,703,918 · events $13,069
LineAs describedTotalShare
Contributions, gifts, grants paid $2,703,918 75.4%
Fees: other professional $709,406 19.8%
Fees: accounting $63,113 1.8%
Taxes $51,280 1.4%
Other expenses $28,763 0.8%
Occupancy $13,416 0.4%
Travel, conferences and meetings $13,069 0.4%
Fees: legal $4,743 0.1%
Total$3,587,708100%

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2016 · Form 990PF · $3,488,666 spent · pay $0 · grants $2,669,266 · events $12,724
LineAs describedTotalShare
Contributions, gifts, grants paid $2,669,266 76.5%
Fees: other professional $613,407 17.6%
Taxes $91,354 2.6%
Fees: accounting $60,060 1.7%
Other expenses $27,039 0.8%
Occupancy $13,416 0.4%
Travel, conferences and meetings $12,724 0.4%
Fees: legal $1,400 0.0%
Total$3,488,666100%

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2015 · Form 990PF · $3,566,408 spent · pay $0 · grants $2,815,517 · events $5,102
LineAs describedTotalShare
Contributions, gifts, grants paid $2,815,517 78.9%
Fees: other professional $592,725 16.6%
Fees: accounting $68,648 1.9%
Taxes $56,330 1.6%
Other expenses $18,188 0.5%
Occupancy $6,864 0.2%
Travel, conferences and meetings $5,102 0.1%
Fees: legal $3,034 0.1%
Total$3,566,408100%

View the filing

2014 · Form 990PF · $3,969,358 spent · pay $0 · grants $3,261,842 · events $11,552
LineAs describedTotalShare
Contributions, gifts, grants paid $3,261,842 82.2%
Fees: other professional $572,009 14.4%
Taxes $50,000 1.3%
Fees: accounting $44,619 1.1%
Other expenses $21,416 0.5%
Travel, conferences and meetings $11,552 0.3%
Fees: legal $7,920 0.2%
Total$3,969,358100%

View the filing

2013 · Form 990PF · $3,481,510 spent · pay $0 · grants $2,945,497 · events $18,444
LineAs describedTotalShare
Contributions, gifts, grants paid $2,945,497 84.6%
Fees: other professional $431,976 12.4%
Fees: accounting $48,102 1.4%
Other expenses $37,316 1.1%
Travel, conferences and meetings $18,444 0.5%
Fees: legal $175 0.0%
Total$3,481,510100%

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2012 · Form 990PF · $2,150,536 spent · pay $0 · grants $1,640,169 · events $2,330
LineAs describedTotalShare
Contributions, gifts, grants paid $1,640,169 76.3%
Fees: other professional $450,272 20.9%
Other expenses $33,165 1.5%
Fees: accounting $23,725 1.1%
Travel, conferences and meetings $2,330 0.1%
Fees: legal $875 0.0%
Total$2,150,536100%

View the filing