THE LANDMARKS FINANCIAL CORPORATION

Cite this

Plain text THE LANDMARKS FINANCIAL CORPORATION. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/the-landmarks-financial-corporation-251471828. Retrieved 2026-11-02.

APA furp.org. (n.d.). THE LANDMARKS FINANCIAL CORPORATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 2, 2026, from https://furp.org/org/the-landmarks-financial-corporation-251471828

MLA “THE LANDMARKS FINANCIAL CORPORATION.” furp.org, tax years 2010–2025, https://furp.org/org/the-landmarks-financial-corporation-251471828. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $40.4M · expenses $2.5M · assets $191.1M

EIN
25-1471828
Address
100 W STATION SQUARE DR STE 450, PITTSBURGH, PA 15219-1139
NTEE code
W600
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
July 1984 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

TO HOLD, MANAGE, INVEST, AND DISTRIBUTE FUNDS IN WAYS WHICH PROMOTE & SUPPORT OR WHICH ARE IN FUTHERANCE OF THE INTERESTS AND PURPOSES OF PITTSBURGH HISTORY & LANDMARKS FOUNDATION & OTHER ORGANIZATIONS WHICH (A) QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, (B) ARE SECTION 509(A)(1) OR 509(A)(2) ORGANIZATIONS, AND (C) ARE OPERATED IN CONNECTION WITH PITTSBURGH HISTORY & LANDMARKS FOUNDATION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

11 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
Arthur P Ziegler Jr CO-FOUNDER2010-2025 $387,627$4,557,176 3
Michael Sriprasert PRESIDENT2011-2025 $419,182$3,385,933 4
Donald Kortlandt GENERAL COUNSEL2013-2025 $271,939$2,754,010 2
Andrew Marks CONTROLLER2022-2025 $160,989$539,643 3
Matthew Ragan (former) DIRECTOR OF FINANCE2011-2016 $145,214$679,251 3
Rebecca Spina (former) CHIEF FINANCIAL OFFICER2020-2022 $25,501$262,073 3
H Phipps Hoffstot Iii (former) CFO/Assistant Sec. & Treas./Trustee (ex-officio)2010-2011 $131,792$248,142 2
Louise Sturgess (former) PHLF EXECUTIVE DIRECTOR2011-2012 $133,821$242,571 4
Henry P Hoffstot Iii (former) CIO/ASST. SECRETARY/TREAUS2012 $166,022$166,022 3
Michael Sripasert (former) LCCC & LDC PRESIDENT2012 $151,551$151,551 2
Jack Miller (former) Dir of Develop2011 $103,063$103,063 2

Officers and directors, no compensation reported

55 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
Curtiss Porter TRUSTEE2025 0 $0 reported 3
Mark Gorman SECRETARY2017-2025 0 $0 reported 1
Larry Dunn TREASURER2024-2025 0 $0 reported 2
Adam Embry TRUSTEE2020-2025 0 $0 reported 1
Kevin Jenkins TRUSTEE2022-2025 0 $0 reported 1
Corbin P Miller CHAIR2023-2025 1 $0 reported 2
Rajeev Nath TRUSTEE2021-2025 0 $0 reported 1
Steven Sekelik TRUSTEE2023-2025 0 $0 reported 1
Dana Stroucken TRUSTEE2023-2025 0 $0 reported 1
Jt Thomas VICE CHAIR2024-2025 0 $0 reported 2
Andrew Wozniak TRUSTEE2014-2025 1 $0 reported 1
Elise Roby Yanders TRUSTEE2019-2025 1 $0 reported 1
Lara Washington TRUSTEE2010-2025 0 $0 reported 1
Ron Reid TRUSTEE2025 0 $0 reported 1
Matt Sanfilippo TRUSTEE2025 1 $0 reported 1
William Hart (former) CHAIR2012-2024 1 $0 reported 2
Jana Lyons (former) VICE CHAIR2012-2024 0 $0 reported 2
Ben Garber (former) TRUSTEE2012-2024 0 $0 reported 1
Kevin O'Donnell (former) TRUSTEE2012-2024 1 $0 reported 2
Herman L Reid Jr (former) TRUSTEE2010-2024 0 $0 reported 2
Curtis C Randle El (former) TREASURER2013-2023 0 $0 reported 2
Phipps Hoffstot Iii (former) TRUSTEE2021-2023 0 $0 reported 1
Emory L Redd (former) TRUSTEE2012-2023 0 $0 reported 1
Jud Stewart (former) TRUSTEE2017-2022 1 $0 reported 2
Dr Lloyd G Gibson (former) TRUSTEE2013-2022 0 $0 reported 2
Steve Sekelik (former) TRUSTEE2016-2022 0 $0 reported 1
Diana Froats (former) TRUSTEE2017-2020 0 $0 reported 1
Carol A Neyland (former) TRUSTEE - THRU 7/20192017-2019 0 $0 reported 1
David Bevilacqua (former) TRUSTEE2012-2018 1 $0 reported 1
Frank Amoruso (former) TRUSTEE2013-2016 0 $0 reported 1
Mark S Gleeson (former) SECRETARY2010-2016 1 $0 reported 1
Paulo M Nzambi (former) TRUSTEE2012-2016 0 $0 reported 1
Eisa Cavalier (former) TRUSTEE2016 0 $0 reported 1
George C Dorman (former) CHAIR2010-2015 4 $0 reported 2
Bradley Swink (former) TRUSTEE2012-2014 0 $0 reported 1
David Barensfeld (former) TRUSTEE2010-2012 1 $0 reported 2
Peter Stephaich (former) TRUSTEE2010-2012 0 $0 reported 2
Eric F Dickerson (former) TREASURER2010-2012 0 $0 reported 5
Marina Persic Lehn (former) SECRETARY2010-2012 0 $0 reported 1
Larry Glasco (former) TRUSTEE (EX-OFFICIO)2012 0 $0 reported 1
David Vater (former) TRUSTEE (EX-OFFICIO)2010-2012 0 $0 reported 1
Eliza Smith Brown (former) TRUSTEE2010-2012 1 $0 reported 1
Martha Jordan (former) TRUSTEE (EX-OFFICIO)2010-2012 0 $0 reported 1
Herman Reid (former) VICE CHAIR (EX-OFFICIO2012 0 $0 reported 1
Otto Chu (former) TRUSTEE2010-2012 0 $0 reported 1
Alexander Speyer Iii (former) TRUSTEE2010-2012 0 $0 reported 1
Mary Mcdonough (former) TRUSTEE (EX-OFFICIO)2010-2012 0 $0 reported 1
Floyd Ganassi (former) TRUSTEE2010-2012 0 $0 reported 1
Jake Haulk (former) TRUSTEE2012 0 $0 reported 1
Phillip Muck (former) TRUSTEE2012 0 $0 reported 1
Mark Bibro (former) TRUSTEE (EX-OFFICIO)2010-2012 2 $0 reported 3
Tom Tripoli (former) TRUSTEE2012 0 $0 reported 1
Patrick Wallace (former) TRUSTEE2012 0 $0 reported 1
L A Glasco (former) Trustee (ex-officio)2010-2011 0 $0 reported 1
Philip F Muck (former) Trustee2010-2011 0 $0 reported 1

People by year

2025 · 19 people listed · 4 paid, $1.2M · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL SRIPRASERT PRESIDENT1 $0$380,713$38,469 $419,1824
ARTHUR P ZIEGLER JR CO-FOUNDER1 $0$354,936$32,691 $387,6273
DONALD KORTLANDT GENERAL COUNSEL4 $0$229,866$42,073 $271,9392
ANDREW MARKS CONTROLLER12 $0$125,802$35,187 $160,9893
CORBIN P MILLER CHAIR1 $0$0$0 $02
JT THOMAS VICE CHAIR0 $0$0$0 $02
MARK GORMAN SECRETARY0 $0$0$0 $01
LARRY DUNN TREASURER0 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
KEVIN JENKINS TRUSTEE0 $0$0$0 $01
RAJEEV NATH TRUSTEE0 $0$0$0 $01
CURTISS PORTER TRUSTEE0 $0$0$0 $03
RON REID TRUSTEE0 $0$0$0 $01
MATT SANFILIPPO TRUSTEE1 $0$0$0 $01
STEVEN SEKELIK TRUSTEE0 $0$0$0 $01
DANA STROUCKEN TRUSTEE0 $0$0$0 $01
LARA WASHINGTON TRUSTEE0 $0$0$0 $01
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE1 $0$0$0 $01
2024 · 20 people listed · 4 paid, $1.1M · 0 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR CO-FOUNDER1 $0$338,040$31,020 $369,0603
MICHAEL SRIPRASERT PRESIDENT1 $0$320,337$30,036 $350,3734
DONALD KORTLANDT GENERAL COUNSEL3 $0$221,001$39,976 $260,9772
ANDREW MARKS CONTROLLER10 $0$110,249$32,122 $142,3713
WILLIAM HART CHAIR1 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
MARK GORMAN SECRETARY0 $0$0$0 $01
LARRY DUNN TREASURER0 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
KEVIN JENKINS TRUSTEE0 $0$0$0 $01
CORBIN P MILLER TRUSTEE0 $0$0$0 $02
RAJEEV NATH TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE1 $0$0$0 $02
HERMAN L REID JR TRUSTEE0 $0$0$0 $02
STEVEN SEKELIK TRUSTEE0 $0$0$0 $01
DANA STROUCKEN TRUSTEE0 $0$0$0 $01
JT THOMAS TRUSTEE0 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE0 $0$0$0 $01
2023 · 20 people listed · 4 paid, $1.0M · 0 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR CO-FOUNDER1 $0$325,031$28,068 $353,0993
MICHAEL SRIPRASERT PRESIDENT1 $0$296,700$21,242 $317,9424
DONALD KORTLANDT GENERAL COUNSEL3 $0$212,477$36,809 $249,2862
ANDREW MARKS CONTROLLER10 $0$101,026$28,196 $129,2223
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
ELISE ROBY YANDERS VICE CHAIR0 $0$0$0 $01
MARK GORMAN SECRETARY0 $0$0$0 $01
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
PHIPPS HOFFSTOT III TRUSTEE0 $0$0$0 $01
KEVIN JENKINS TRUSTEE0 $0$0$0 $01
RAJEEV NATH TRUSTEE0 $0$0$0 $01
CORBIN P MILLER TRUSTEE0 $0$0$0 $02
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
STEVEN SEKELIK TRUSTEE0 $0$0$0 $01
DANA STROUCKEN TRUSTEE0 $0$0$0 $01
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
2022 · 21 people listed · 5 paid, $927K · 0 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR CO-FOUNDER1 $0$274,370$26,437 $300,8073
MICHAEL SRIPRASERT PRESIDENT1 $0$262,188$20,432 $282,6204
DONALD KORTLANDT GENERAL COUNSEL3 $0$177,281$33,998 $211,2792
ANDREW MARKS CONTROLLER9 $0$82,174$24,887 $107,0613
REBECCA SPINA CHIEF FINANCIAL OFFICER10 $0$7,889$17,612 $25,5013
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
MARK GORMAN SECRETARY0 $0$0$0 $01
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
PHIPPS HOFFSTOT III TRUSTEE0 $0$0$0 $01
KEVIN JENKINS TRUSTEE0 $0$0$0 $01
RAJEEV NATH TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
JUD STEWART TRUSTEE1 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE0 $0$0$0 $01
2021 · 19 people listed · 4 paid, $877K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR CO-FOUNDER1 $0$265,172$25,673 $290,8453
MICHAEL SRIPRASERT PRESIDENT1 $0$258,132$20,015 $278,1474
DONALD KORTLANDT GENERAL COUNSEL3 $0$171,552$31,756 $203,3082
REBECCA SPINA CHIEF FINANCIAL OFFICER10 $0$74,282$30,314 $104,5963
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
MARK GORMAN SECRETARY1 $0$0$0 $01
CURTIS C RANDLE EL TREASURER1 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
PHIPPS HOFFSTOT III TRUSTEE0 $0$0$0 $01
RAJEEV NATH TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
JUD STEWART TRUSTEE1 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE0 $0$0$0 $01
2020 · 19 people listed · 4 paid, $918K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR PRESIDENT EMERITUS1 $0$291,318$24,908 $316,2263
MICHAEL SRIPRASERT PRESIDENT1 $0$231,042$17,512 $248,5544
DONALD KORTLANDT GENERAL COUNSEL2 $0$190,658$30,137 $220,7952
REBECCA SPINA CHIEF FINANCIAL OFFICER12 $0$102,708$29,268 $131,9763
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
DR HERMAN L REID JR VICE CHAIR2 $0$0$0 $02
MARK GORMAN SECRETARY1 $0$0$0 $01
CURTIS C RANDLE EL TREASURER1 $0$0$0 $02
ADAM EMBRY TRUSTEE0 $0$0$0 $01
DIANA FROATS TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
JUD STEWART TRUSTEE1 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE1 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE0 $0$0$0 $01
2019 · 18 people listed · 3 paid, $734K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT1 $0$277,801$22,153 $299,9543
MICHAEL SRIPRASERT LFC VICE PRESIDENT0 $0$204,721$16,580 $221,3014
DONALD KORTLANDT GENERAL COUNSEL2 $0$184,198$28,125 $212,3232
WILLIAM HART CHAIR1 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
DR HERMAN L REID JR VICE CHAIR2 $0$0$0 $02
MARK GORMAN SECRETARY1 $0$0$0 $01
CURTIS C RANDLE EL TREASURER1 $0$0$0 $02
DIANA FROATS TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
CAROL A NEYLAND TRUSTEE - THRU 7/20190 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
JUD STEWART TRUSTEE1 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE2 $0$0$0 $01
ELISE ROBY YANDERS TRUSTEE0 $0$0$0 $01
2018 · 18 people listed · 3 paid, $741K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT2 $0$272,000$20,286 $292,2863
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT2 $0$223,604$17,866 $241,4704
DONALD KORTLANDT GENERAL COUNSEL4 $0$180,115$27,518 $207,6332
DIANA FROATS TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK GORMAN SECRETARY1 $0$0$0 $01
WILLIAM HART CHAIR1 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR3 $0$0$0 $02
JUD STEWART TRUSTEE0 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE2 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
CAROL NEYLAND TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
2017 · 18 people listed · 3 paid, $718K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT2 $0$266,949$19,810 $286,7593
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT1 $0$209,907$17,073 $226,9804
DONALD KORTLANDT GENERAL COUNSEL4 $0$176,879$27,329 $204,2082
DIANA FROATS TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK GORMAN SECRETARY1 $0$0$0 $01
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR4 $0$0$0 $02
JUD STEWART TRUSTEE0 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE2 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
CAROL NEYLAND TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
2016 · 19 people listed · 4 paid, $819K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT2 $0$259,677$19,559 $279,2363
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT0 $0$181,420$15,880 $197,3004
DONALD KORTLANDT GENERAL COUNSEL4 $0$169,775$27,338 $197,1132
MATTHEW RAGAN DIRECTOR OF FINANCE30 $0$131,814$13,400 $145,2143
FRANK AMORUSO TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK S GLEESON SECRETARY1 $0$0$0 $01
WILLIAM HART CHAIR2 $0$0$0 $02
JANA LYONS VICE CHAIR0 $0$0$0 $02
PAULO M NZAMBI TRUSTEE0 $0$0$0 $01
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR4 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE2 $0$0$0 $02
EISA CAVALIER TRUSTEE0 $0$0$0 $01
STEVE SEKELIK TRUSTEE0 $0$0$0 $01
2015 · 18 people listed · 4 paid, $759K · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT1 $0$223,016$17,608 $240,6243
DONALD KORTLANDT GENERAL COUNSEL5 $0$165,000$27,236 $192,2362
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT0 $0$167,428$15,229 $182,6574
MATTHEW RAGAN DIRECTOR OF FINANCE30 $0$129,932$13,355 $143,2873
FRANK AMORUSO TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK S GLEESON SECRETARY1 $0$0$0 $01
WILLIAM HART TRUSTEE2 $0$0$0 $02
JANA LYONS VICE CHAIR1 $0$0$0 $02
PAULO M NZAMBI TRUSTEE0 $0$0$0 $01
KEVIN T O'DONNELL TRUSTEE3 $0$0$0 $02
CURTIS C RANDLE EL TREASURER0 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR4 $0$0$0 $02
ANDREW WOZNIAK TRUSTEE0 $0$0$0 $01
GEORGE C DORMAN CHAIR4 $0$0$0 $02
2014 · 19 people listed · 4 paid, $688K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT2 $0$211,970$17,437 $229,4073
DONALD KORTLANDT GENERAL COUNSEL4 $0$148,542$25,938 $174,4802
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT0 $0$140,328$13,703 $154,0314
MATTHEW RAGAN DIRECTOR OF FINANCE31 $0$117,276$12,551 $129,8273
FRANK AMORUSO TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
GEORGE C DORMAN CHAIR4 $0$0$0 $02
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK S GLEESON SECRETARY0 $0$0$0 $01
WILLIAM HART TRUSTEE2 $0$0$0 $02
JANA LYONS VICE CHAIR1 $0$0$0 $02
PAULO M NZAMBI TRUSTEE1 $0$0$0 $01
KEVIN T O'DONNELL TRUSTEE5 $0$0$0 $02
CURTIS C RANDLE EL TREASURER3 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR4 $0$0$0 $02
BRADLEY SWINK TRUSTEE0 $0$0$0 $01
ANDREW WOZNIAK TRUSTEE0 $0$0$0 $01
2013 · 18 people listed · 4 paid, $643K · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT1 $0$221,677$17,305 $238,9823
DONALD KORTLANDT GENERAL COUNSEL1 $0$125,000$23,433 $148,4332
MICHAEL SRIPRASERT LCCC & LDC PRESIDENT0 $0$126,392$12,917 $139,3094
MATTHEW RAGAN DIRECTOR OF FINANCE30 $0$104,458$11,778 $116,2363
FRANK AMORUSO TRUSTEE0 $0$0$0 $01
DAVID BEVILACQUA TRUSTEE1 $0$0$0 $01
GEORGE C DORMAN CHAIR4 $0$0$0 $02
BEN GARBER TRUSTEE0 $0$0$0 $01
DR LLOYD G GIBSON TRUSTEE0 $0$0$0 $02
MARK S GLEESON SECRETARY0 $0$0$0 $01
WILLIAM HART TRUSTEE2 $0$0$0 $02
JANA LYONS VICE CHAIR1 $0$0$0 $02
PAULO M NZAMBI TRUSTEE1 $0$0$0 $01
KEVIN T O'DONNELL TRUSTEE2 $0$0$0 $02
CURTIS C RANDLE EL TREASURER3 $0$0$0 $02
EMORY L REDD TRUSTEE0 $0$0$0 $01
DR HERMAN L REID JR VICE CHAIR4 $0$0$0 $02
BRADLEY SWINK TRUSTEE0 $0$0$0 $01
2012 · 34 people listed · 5 paid, $822K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR LFC PRESIDENT/TRUSTEE (EX-OFFICIO)10 $0$221,091$33,267 $254,3583
HENRY P HOFFSTOT III CIO/ASST. SECRETARY/TREAUS32 $0$140,000$26,022 $166,0223
MICHAEL SRIPASERT LCCC & LDC PRESIDENT0 $0$138,301$13,250 $151,5512
LOUISE STURGESS PHLF EXECUTIVE DIRECTOR0 $0$110,750$23,071 $133,8214
MATTHEW RAGAN DIRECTOR OF FINANCE/TRUSTEE (EX-OFFICIO)27 $0$107,138$9,549 $116,6873
DAVID BEVILACQUA TRUSTEE0 $0$0$0 $01
BEN GARBER TRUSTEE0 $0$0$0 $01
MARINA PERSIC LEHN SECRETARY0 $0$0$0 $01
PETER STEPHAICH TRUSTEE0 $0$0$0 $02
LARRY GLASCO TRUSTEE (EX-OFFICIO)0 $0$0$0 $01
DAVID VATER TRUSTEE (EX-OFFICIO)0 $0$0$0 $01
DAVID BARENSFELD TRUSTEE1 $0$0$0 $02
ELIZA SMITH BROWN TRUSTEE1 $0$0$0 $01
MARTHA JORDAN TRUSTEE (EX-OFFICIO)0 $0$0$0 $01
HERMAN REID VICE CHAIR (EX-OFFICIO0 $0$0$0 $01
OTTO CHU TRUSTEE0 $0$0$0 $01
JANA LYONS TRUSTEE0 $0$0$0 $02
ALEXANDER SPEYER III TRUSTEE0 $0$0$0 $01
ERIC DICKERSON TREASURER0 $0$0$0 $05
MARY MCDONOUGH TRUSTEE (EX-OFFICIO)0 $0$0$0 $01
BRADLEY SWINK TRUSTEE0 $0$0$0 $01
FLOYD GANASSI TRUSTEE0 $0$0$0 $01
WILLIAM HART TRUSTEE0 $0$0$0 $02
JAKE HAULK TRUSTEE0 $0$0$0 $01
PHILLIP MUCK TRUSTEE0 $0$0$0 $01
PAULO NZAMBI TRUSTEE0 $0$0$0 $01
MARK BIBRO TRUSTEE (EX-OFFICIO)2 $0$0$0 $03
MARK GLEESON TRUSTEE0 $0$0$0 $01
KEVIN O'DONNELL TRUSTEE0 $0$0$0 $02
EMORY LINCOLN REDD TRUSTEE0 $0$0$0 $01
TOM TRIPOLI TRUSTEE0 $0$0$0 $01
PATRICK WALLACE TRUSTEE0 $0$0$0 $01
LARA WASHINGTON TRUSTEE0 $0$0$0 $01
GEORGE DORMAN CHAIR1 $0$0$0 $02
2011 · 24 people listed · 6 paid, $723K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR President/Trustee(ex-officio)2 -$225,006- $225,0063
H PHIPPS HOFFSTOT III CFO/Assistant Sec. & Treas./Trustee (ex-officio)23 -$131,792- $131,7922
MICHAEL SRIPRASERT President LCC/LDC1 -$126,067- $126,0674
LOUISE STURGESS Executive Director PHLF0 -$108,750- $108,7504
JACK MILLER Dir of Develop0 -$103,063- $103,0632
MATTHEW RAGAN Trustee (ex-officio) Director of Finance3 -$28,000- $28,0003
MARK BIBRO Trustee (ex-officio)0 $0$0$0 $03
GEORGE DORMAN Trustee (ex-officio)0 $0$0$0 $02
FLOYD GANASSI Trustee0 $0$0$0 $01
L A GLASCO Trustee (ex-officio)0 $0$0$0 $01
MARK GLEESON Trustee0 $0$0$0 $01
MARTHA JORDAN Trustee (ex-officio)0 $0$0$0 $01
MARY MCDONOUGH Trustee (ex-officio)0 $0$0$0 $01
PHILIP F MUCK Trustee0 $0$0$0 $01
HERMAN REID JR Trustee (ex-officio)0 $0$0$0 $02
LARA WASHINGTON Trustee0 $0$0$0 $01
ALEXANDER SPEYER III Trustee0 $0$0$0 $01
DAVID VATER Trustee (ex-officio)0 $0$0$0 $01
DAVID BARENSFELD Chairman/Trustee0 $0$0$0 $02
PETER STEPHAICH Vice Chairman/Trustee0 $0$0$0 $02
ELIZA SMITH BROWN Secretary/Trustee0 --- $01
ERIC DICKERSON Treasurer/Trustee (ex-officio)0 --- $05
OTTO CHU Trustee0 --- $01
MARINA PERSIC LEHN Trustee0 --- $01
2010 · 20 people listed · 2 paid, $309K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARTHUR P ZIEGLER JR President/Trustee(ex-officio)10 $0$192,900$0 $192,9003
H PHIPPS HOFFSTOT III CFO/Assistant Sec. & Treas./Trustee (ex-officio)25 -$116,350- $116,3502
MARK BIBRO Trustee (ex-officio)1 $0$0$0 $03
GEORGE DORMAN Trustee (ex-officio)1 $0$0$0 $02
FLOYD GANASSI Trustee1 $0$0$0 $01
L A GLASCO Trustee (ex-officio)1 $0$0$0 $01
MARK GLEESON Trustee1 $0$0$0 $01
MARTHA JORDAN Trustee (ex-officio)1 $0$0$0 $01
MARY MCDONOUGH Trustee (ex-officio)1 $0$0$0 $01
PHILIP F MUCK Trustee1 $0$0$0 $01
HERMAN REID JR Trustee (ex-officio)1 $0$0$0 $02
LARA WASHINGTON Trustee1 $0$0$0 $01
ALEXANDER SPEYER III Trustee1 $0$0$0 $01
DAVID VATER Trustee (ex-officio)1 $0$0$0 $01
DAVID BARENSFELD Chairman/Trustee1 $0$0$0 $02
PETER STEPHAICH Vice Chairman/Trustee1 $0$0$0 $02
ELIZA SMITH BROWN Secretary/Trustee1 $0$0$0 $01
ERIC DICKERSON Treasurer/Trustee (ex-officio)1 $0$0$0 $05
OTTO CHU Trustee1 --- $01
MARINA PERSIC LEHN Trustee1 --- $01

Highest-paid independent contractors

2014 · 1 contractor · $158K
NameLocationServicePaid
HOLLOW BROOK ASSOCIATES LLCNEW YORK, NYINVESTMENT SERVICES$158,275
2013 · 1 contractor · $132K
NameLocationServicePaid
HOLLOW BROOK ASSOCIATESINVESTMENT SERVICES$132,025
2012 · 2 contractors · $353K
NameLocationServicePaid
MORGAN STANLEYPITTSBURGH, PAINVESTMENT SERVICES$232,718
HOLLOW BROOK ASSOCIATESNEW YORK, NYINVESTMENT SERVICES$120,469
2011 · 2 contractors · $279K
NameLocationServicePaid
MORGAN STANLEYPITTSBURGH, PAInvestment Services$166,543
HOLLOW BROOK ASSOCIATESNEW YORK, NYInvestment Services$112,595
2010 · 1 contractor · $122K
NameLocationServicePaid
HOLLOW BROOK ASSOCIATESNEW YORK, NYInvestment services$122,495

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.

2025 · 1 grant to organizations · $2.2M
2024 · 2 grants to organizations · $2.3M
2023 · 2 grants to organizations · $2.7M
2022 · 2 grants to organizations · $1.5M
2021 · 2 grants to organizations · $1.2M
2020 · 2 grants to organizations · $1.7M

Listed grants add up to $1,691,224; the return's “grants paid” expense line says $1,756,753. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 3 grants to organizations · $2.3M
2018 · 2 grants to organizations · $3.3M
2017 · 2 grants to organizations · $2.3M
2011 · 1 grant to organizations · $353K

Listed grants add up to $353,498; the return's “grants paid” expense line says $3,579,273. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 1 grant to organizations · $861K

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

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$40,438,468$2,470,279 $191,069,847$190,442,008 $0$0 $0015
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$8,747,534$2,482,121 $166,500,803$165,959,781 $0$0 $0016
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$3,004,579$2,858,262 $152,645,114$152,412,034 $0$0 $0016
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,235,663$1,708,303 $136,969,350$136,702,934 $0$0 $0016
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$14,945,748$1,324,920 $163,255,408$162,975,201 $0$0 $0015
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$8,803,240$1,917,256 $147,203,731$146,696,875 $0$0 $0015
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$4,443,915$2,443,702 $135,338,871$135,012,923 $0$0 $0015
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$8,875,464$3,817,009 $118,199,764$117,858,278 $0$0 $0015
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$5,051,348$2,528,846 $130,545,140$130,220,122 $0$0 $0015
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$2,338,149$418,103 $115,442,480$115,039,044 $0$0 $0015
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,971,672$415,385 $109,102,860$108,652,589 $0$0 $0014
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$5,242,582$510,100 $115,692,466$115,290,807 $0$0 $0015
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$22,044,884$498,727 $117,590,824$116,999,198 $0$0 $0014
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$4,856,052$842,040 $97,135,621$91,040,559 $0$0 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$4,539,025$4,023,004 $92,293,528$85,313,867 $733,002$0 -00
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$22,148$1,174,041 $95,405,278$91,051,362 $0$0 -00

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

1 grantor reported grants to this organization, $1,025,061 in all, tax years 2010 to 2010. 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
PITTSBURGH HISTORY & LANDMARKS FOUNDATION DAF sponsor Exact 2010 1$1,025,061 2010$1,025,061
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ANABAPTIST FINANCIALPAW60 $56,415,297$51,022,198 EXECUTIVE OFFICER$155,764 Same NTEE code W60, revenue within 2x, same state
PHEAA STUDENT LOAN FOUNDATION INCPAW60 $71,037,628$65,646,345 PRESIDENT AND DIRECTOR$265,354 Same NTEE code W60, revenue within 2x, same state
ACCESSLEX INSTITUTEPAW60 $72,063,198$83,246,965 PRESIDENT & CEO$1,166,595 Same NTEE code W60, revenue within 2x, same state
SOUTH CAROLINA STUDENT LOAN CORPORATIONSCW60 $58,364,992$41,883,579 PRESIDENT & CEO, SECRETARY$547,629 Same NTEE code W60, revenue within 2x
TEXAS GUARANTEED STUDENT LOAN CORPORATIONTXW60 $72,856,424$42,539,891 PRESIDENT/CEO$710,138 Same NTEE code W60, revenue within 2x
ESSENTIAL CREDIT UNIONLAW60 $27,571,407$31,034,441 CEO$434,660 Same NTEE code W60, revenue within 2x
HELIOS EDUCATION FOUNDATIONAZW60 $52,419,531$39,635,771 PRESIDENT AND CEO$724,642 Same NTEE code W60, revenue within 2x
CAPITAL IMPACT PARTNERSVAW60 $76,134,398$86,563,490 PRESIDENT & CEO$1,227,484 Same NTEE code W60, revenue within 2x
COLLEGE FUTURES FOUNDATIONCAW60 $46,329,971$38,109,372 PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO$664,650 Same NTEE code W60, revenue within 2x
OPPORTUNITY FINANCE NETWORKPAW60 $139,737,347$33,082,322 PRESIDENT & CEO$433,065 Same NTEE code W60, revenue within 5x, same state
MISSISSIPPI HIGHER EDUCATION ASSISTANCE CORPORATIONMSW60 $8,626,790$7,762,746 President/CEO$364,027 Same NTEE code W60, revenue within 5x
INDIANA SECONDARY MARKET FOR EDUCATION LOANS INCINW60 $16,015,983$13,040,212 CEO & PRESIDENT$506,699 Same NTEE code W60, revenue within 5x
STUDENT ASSISTANCE FOUNDATION OF MONTANAMTW60 $8,684,821$4,478,614 PRESIDENT/CEO SAF, CEO MHESAC$260,498 Same NTEE code W60, revenue within 5x
FILENE RESEARCH INSTITUTE INCWIW60 $10,923,611$10,195,724 CHAIR$0 Same NTEE code W60, revenue within 5x
TREMONT CREDIT UNIONMAW60 $14,269,021$14,911,952 CEO$500,968 Same NTEE code W60, revenue within 5x
AKIPTANSDW60 $9,054,895$3,169,682 EXECUTIVE DI$173,231 Same NTEE code W60, revenue within 5x
FRIENDS FIDUCIARY CORPORATIONPAW60 $7,266,468$6,830,548 EXECUTIVE DIRECTOR$345,315 Same NTEE code W60, revenue within 10x, same state
TRUE ACCESS CAPITAL CORPORATIONDEW60 $4,611,925$3,764,504 PRESIDENT & CEO$206,039 Same NTEE code W60, revenue within 10x
EDUCATIONAL CREDIT MANAGEMENT CORPORATIONMNW60 $264,998,856$261,591,267 PRESIDENT & CEO, ECMC GROUP$1,503,752 Same NTEE code W60, revenue within 10x
FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONCAW60 $6,825,721$5,784,612 President & CEO$220,969 Same NTEE code W60, revenue within 10x
BENEFICIAL STATE FOUNDATIONCAW60 $5,346,285$5,623,982 EXEC DIR AND CHIEF IMPACT OFFICER$226,226 Same NTEE code W60, revenue within 10x
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORSILW60 $5,894,187$5,777,543 PRESIDENT$207,443 Same NTEE code W60, revenue within 10x
C S B S EDUCATION FOUNDATIONDCW60 $4,704,572$4,770,794 PRESIDENT AND CEO, SECRETARY$939,303 Same NTEE code W60, revenue within 10x
501 PROPERTY INCTXW60 $7,072,711$145,470 DIRECTOR$0 Same NTEE code W60, revenue within 10x
CREDIT UNION OF ATLANTAGAW60 $5,776,317$5,530,428 CEO$176,453 Same NTEE code W60, revenue within 10x

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
THE CHICAGO COMMUNITY TRUST DAF sponsor$60,000,0002 12019–2023 CAPITAL IMPACT PARTNERS
KATTOM FOUNDATION Private foundation$44,478,0367 12016–2024 BENEFICIAL STATE FOUNDATION
TIDES FOUNDATION DAF sponsor$26,869,2678 32018–2024 OPPORTUNITY FINANCE NETWORK; BENEFICIAL STATE FOUNDATION; B LAB COMPANY
NATIONAL PHILANTHROPIC TR DAF sponsor$25,208,0003 32022–2024 OPPORTUNITY FINANCE NETWORK; FRIENDS OF THE PUBLIC BANK EAST BAY; STABLE HOME FUND
FORD FOUNDATION Private foundation$20,320,00031 42011–2024 B LAB COMPANY; CAPITAL IMPACT PARTNERS; FILENE RESEARCH INSTITUTE INC; OPPORTUNITY FINANCE NETWORK
JAMES IRVINE FOUNDATION Private foundation$13,382,50013 32018–2024 COLLEGE FUTURES FOUNDATION; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; FRIENDS OF THE PUBLIC BANK EAST BAY
W K KELLOGG FOUNDATION Private foundation$11,358,28119 32010–2021 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK; B LAB COMPANY
CITI FOUNDATION Private foundation$11,000,0006 42020–2023 OPPORTUNITY FINANCE NETWORK; CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; TRUE ACCESS CAPITAL CORPORATION
JPMORGAN CHASE FOUNDATION Private foundation$10,792,53949 92010–2025 CAPITAL IMPACT PARTNERS; TRUE ACCESS CAPITAL CORPORATION; OPPORTUNITY FINANCE NETWORK; UTAH MICROENTERPRISE LOAN FUND and 5 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$10,558,51414 32019–2025 OPPORTUNITY FINANCE NETWORK; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; B LAB COMPANY
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$8,968,25617 12009–2024 HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
F B HERON FOUNDATION Private foundation$7,100,0005 22020–2022 CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$6,455,41424 62016–2024 OPPORTUNITY FINANCE NETWORK; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA; B LAB COMPANY and 2 more
KRESGE FOUNDATION Private foundation$3,434,26023 22016–2024 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK
ROBERT WOOD JOHNSON FOUNDATION Private foundation$3,407,1469 22011–2022 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK

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.

2025 · Form 990 · $2,470,279 spent · pay $0 · grants $2,168,257 · events $909
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,168,257$2,168,257-- 87.8%
Fees: investment management $264,483$264,483-- 10.7%
Insurance $17,909-$17,909- 0.7%
Fees: accounting $10,721-$10,721- 0.4%
Other (as described)TAXES $5,910$5,910-- 0.2%
Other (as described)PROCESSING FEES $2,090$2,090-- 0.1%
Conferences, conventions and meetings $909-$909- 0.0%
Total$2,470,279100%

View the filing

2024 · Form 990 · $2,482,121 spent · pay $0 · grants $2,297,679 · events $1,070
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,297,679$2,297,679-- 92.6%
Fees: investment management $154,650$154,650-- 6.2%
Insurance $16,698-$16,698- 0.7%
Fees: accounting $11,308-$11,308- 0.5%
Conferences, conventions and meetings $1,070-$1,070- 0.0%
Other (as described)BANKING FEES $716-$716- 0.0%
Total$2,482,121100%

View the filing

2023 · Form 990 · $2,858,262 spent · pay $0 · grants $2,674,811 · events $1,606
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,674,811$2,674,811-- 93.6%
Fees: investment management $150,072$150,072-- 5.3%
Insurance $21,333-$21,333- 0.7%
Fees: accounting $9,620-$9,620- 0.3%
Conferences, conventions and meetings $1,606-$1,606- 0.1%
Other (as described)BANKING FEES $820-$820- 0.0%
Total$2,858,262100%

View the filing

2022 · Form 990 · $1,708,303 spent · pay $0 · grants $1,521,016 · events $370
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,521,016$1,521,016-- 89.0%
Fees: investment management $152,830$152,830-- 8.9%
Insurance $23,355-$23,355- 1.4%
Fees: accounting $10,000-$10,000- 0.6%
Other (as described)BANKING FEES $732-$732- 0.0%
Conferences, conventions and meetings $370-$370- 0.0%
Total$1,708,303100%

View the filing

2021 · Form 990 · $1,324,920 spent · pay $0 · grants $1,163,155 · events $1,103
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,163,155$1,163,155-- 87.8%
Fees: investment management $128,408$128,408-- 9.7%
Insurance $18,903-$18,903- 1.4%
Fees: accounting $12,000-$12,000- 0.9%
Conferences, conventions and meetings $1,103-$1,103- 0.1%
Other (as described)BANKING FEES $720-$720- 0.1%
Other (as described)TAXES $631$631-- 0.0%
Total$1,324,920100%

View the filing

2020 · Form 990 · $1,917,256 spent · pay $0 · grants $1,756,753 · events $901
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,756,753$1,756,753-- 91.6%
Fees: investment management $134,139$134,139-- 7.0%
Insurance $12,638-$12,638- 0.7%
Fees: management $10,000-$10,000- 0.5%
Other (as described)TAXES $2,117$2,117-- 0.1%
Conferences, conventions and meetings $901-$901- 0.0%
Other (as described)BANKING FEES $679-$679- 0.0%
Office expenses $29-$29- 0.0%
Total$1,917,256100%

View the filing

2019 · Form 990 · $2,443,702 spent · pay $0 · grants $2,273,284 · events $4,288
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,273,284$2,273,284-- 93.0%
Fees: investment management $140,543$140,543-- 5.8%
Fees: accounting $12,000-$12,000- 0.5%
Insurance $10,984-$10,984- 0.4%
Conferences, conventions and meetings $4,288-$4,288- 0.2%
Other (as described)TAXES $2,454$2,454-- 0.1%
Office expenses $104-$104- 0.0%
Other (as described)MISCELLANEOUS $45-$45- 0.0%
Total$2,443,702100%

View the filing

2018 · Form 990 · $3,817,009 spent · pay $0 · grants $3,288,145 · events $2,540
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,288,145$3,288,145-- 86.1%
Other (as described)TAXES $361,105$361,105-- 9.5%
Fees: investment management $142,104$142,104-- 3.7%
Fees: accounting $12,000-$12,000- 0.3%
Insurance $10,798-$10,798- 0.3%
Conferences, conventions and meetings $2,540-$2,540- 0.1%
Other (as described)MISCELLANEOUS $194$103$91- 0.0%
Office expenses $123-$123- 0.0%
Total$3,817,009100%

View the filing

2017 · Form 990 · $2,528,846 spent · pay $0 · grants $2,328,573 · events $2,582
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,328,573$2,328,573-- 92.1%
Fees: investment management $127,068$127,068-- 5.0%
Fees: legal $47,803$47,803-- 1.9%
Insurance $10,392-$10,392- 0.4%
Fees: accounting $10,000-$10,000- 0.4%
Conferences, conventions and meetings $2,582-$2,582- 0.1%
Other (as described)TAXES $1,693$1,693-- 0.1%
Other (as described)MISCELLANEOUS $649$443$206- 0.0%
Office expenses $86-$86- 0.0%
Total$2,528,846100%

View the filing

2016 · Form 990 · $418,103 spent · pay $0 · grants $0 · events $8,538
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)BAD DEBT EXPENSE ON LOA $224,913$224,913-- 53.8%
Fees: investment management $144,588$144,588-- 34.6%
Fees: accounting $13,270-$13,270- 3.2%
Other (as described)TAXES $12,248$12,248-- 2.9%
Insurance $10,918-$10,918- 2.6%
Conferences, conventions and meetings $8,538-$8,538- 2.0%
Fees: legal $2,167-$2,167- 0.5%
Other (as described)MISCELLANEOUS $1,051$90$961- 0.3%
Interest $270$270-- 0.1%
Travel $140-$140- 0.0%
Total$418,103100%

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2015 · Form 990 · $415,385 spent · pay $0 · grants $0 · events $11,279
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $345,312$345,312-- 83.1%
Other (as described)TAXES $27,944$27,944-- 6.7%
Fees: accounting $18,000-$18,000- 4.3%
Conferences, conventions and meetings $11,279-$11,279- 2.7%
Insurance $6,386-$6,386- 1.5%
Fees: legal $4,936$4,936-- 1.2%
Other (as described)MISCELLANEOUS $945$945-- 0.2%
Office expenses $555-$555- 0.1%
Travel $28-$28- 0.0%
Total$415,385100%

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2014 · Form 990 · $510,100 spent · pay $0 · grants $0 · events $2,540
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $422,038$422,038-- 82.7%
Fees: legal $30,277$30,277-- 5.9%
Other (as described)TAXES $27,218$27,218-- 5.3%
Fees: accounting $22,000-$22,000- 4.3%
Insurance $5,851-$5,851- 1.1%
Conferences, conventions and meetings $2,540-$2,540- 0.5%
Office expenses $176-$176- 0.0%
Total$510,100100%

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2013 · Form 990 · $498,727 spent · pay $0 · grants $0 · events $5,083
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $399,650$399,650-- 80.1%
Other (as described)BAD DEBT EXPENSE $55,000$55,000-- 11.0%
Other (as described)TAXES $24,867$24,867-- 5.0%
Fees: accounting $6,000-$6,000- 1.2%
Conferences, conventions and meetings $5,083-$5,083- 1.0%
Insurance $5,028-$5,028- 1.0%
Fees: legal $2,890$2,890-- 0.6%
Office expenses $209-$209- 0.0%
Total$498,727100%

View the filing

2012 · Form 990 · $842,040 spent · pay $0 · grants $0 · events $8,576
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)BAD DEBT EXPENSE $395,000-$395,000- 46.9%
Fees: investment management $369,537-$369,537- 43.9%
Fees: other services $41,658-$41,658- 4.9%
Fees: accounting $13,500-$13,500- 1.6%
Conferences, conventions and meetings $8,576-$8,576- 1.0%
Fees: legal $8,526-$8,526- 1.0%
Insurance $4,677-$4,677- 0.6%
Office expenses $566-$566- 0.1%
Total$842,040100%

View the filing

2011 · Form 990 · $4,023,004 spent · pay $0 · grants $3,579,273 · events $2,927
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,579,273$3,579,273-- 89.0%
Fees: investment management $333,158$0$333,158$0 8.3%
Fees: legal $91,996$0$91,996$0 2.3%
Fees: accounting $10,800$0$10,800$0 0.3%
Insurance $4,629$0$4,629$0 0.1%
Conferences, conventions and meetings $2,927$0$2,927$0 0.1%
Office expenses $221$0$221$0 0.0%
Total$4,023,004100%

View the filing

2010 · Form 990 · $1,174,041 spent · pay $0 · grants $860,989 · events $1,063
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $860,989$860,989-- 73.3%
Fees: investment management $272,634$0$272,634$0 23.2%
Fees: legal $21,028$0$21,028$0 1.8%
Fees: accounting $13,500$0$13,500$0 1.1%
Insurance $4,687$0$4,687$0 0.4%
Conferences, conventions and meetings $1,063$0$1,063$0 0.1%
Office expenses $140$0$140$0 0.0%
Total$1,174,041100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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