THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC DAF sponsor
Cite this
Plain text THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-community-foundatio-of-louisville-depository-inc-311140889. Retrieved 2026-10-29.
APA furp.org. (n.d.). THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 29, 2026, from https://furp.org/org/the-community-foundatio-of-louisville-depository-inc-311140889
MLA “THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC.” furp.org, tax years 2009–2024, https://furp.org/org/the-community-foundatio-of-louisville-depository-inc-311140889. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $25.1M · expenses $23.2M · assets $24.0M
- Also known as
- DEPOSITORY INC
- EIN
- 31-1140889
- Address
- 325 W MAIN ST STE 1110, LOUISVILLE, KY 40202-4251
- Website
- WWW.CFLOUISVILLE.COM
- NTEE code
- T31Z
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- November 1989 (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))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2014). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO MOBILIZE PEOPLE, NETWORKS, AND CAPITAL TO SPARK MEANINGFUL CHANGE IN AND BEYOND LOUISVILLE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
19 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 |
|---|---|---|---|---|---|
| Matthew L Bacon | COO & CFO | 2011-2024 | $292,324 | $2,454,911 | 3 |
| Ronald Gallo | PRESIDENT & CEO | 2020-2024 | $385,160 | $1,500,166 | 4 |
| Heather Cash | CHIEF PHILANTHROPY OFFICER | 2018-2024 | $167,119 | $991,993 | 4 |
| Ramona Dallum | SENIOR VP, COMM LEADER (TO 05/25) | 2021-2024 | $165,528 | $539,340 | 3 |
| Valerie Sickles | CHIEF MARKETING OFFICER | 2022-2024 | $154,839 | $405,592 | 3 |
| Anne Mckune | VP, ADVANCEMENT | 2022-2024 | $144,256 | $391,817 | 3 |
| Alyssa Manning | PRESIDENT OF FELIX E. MARTIN JR FDN | 2024 | $181,985 | $181,985 | 4 |
| Thomas Reynolds | CONTROLLER | 2024 | $118,610 | $118,610 | 4 |
| Susan A Barry (former) | PRESIDENT & CEO (THROUGH 8/31/2019) | 2009-2019 | $197,260 | $2,720,158 | 4 |
| Trisha Finnegan (former) | CHIEF STRATEGY OFFICER (END DATE 6/23/22) | 2015-2021 | $187,420 | $939,585 | 3 |
| Michael J Schultz (former) | VP, D & S | 2011-2017 | $129,758 | $780,661 | 3 |
| Cara Baribeau (former) | VP, COMMUNICATIONS & MARKETING (TERM ENDED 11/6/18 | 2012-2018 | $117,707 | $518,758 | 3 |
| Janet Walther (former) | VP, COMMUNICATIONS & MARKE | 2018-2021 | $139,024 | $393,655 | 3 |
| Susan V Nicholson (former) | VP & CFO THROUGH JULY 2011 | 2009-2011 | $94,034 | $342,048 | 4 |
| Anne E Monell (former) | VP, COMMUNICATIONS & MARKETING | 2011-2014 | $28,353 | $298,315 | 3 |
| Angie Evans (former) | DIRECTOR | 2012-2018 | $0 | $289,655 | 6 |
| Mary Grissom (former) | VP, COM. INVESTMENT, THRU 02/24 | 2022-2023 | $151,439 | $268,307 | 3 |
| Kathy B Jacobi (former) | VICE PRESIDENT | 2009-2010 | $104,937 | $221,573 | 3 |
| Alexandra Spoelker (former) | VP, COMMUNITY LEADERSHIP | 2011 | $73,629 | $73,629 | 3 |
Officers and directors, no compensation reported
57 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 |
|---|---|---|---|---|---|
| Lopa Mehrotra | BOARD VICE CHAIR | 2018-2024 | 2 | $0 reported | 7 |
| Dana Jackson | BOARD SECRETARY | 2023-2024 | 2 | $0 reported | 6 |
| Stephen Kertis | DIRECTOR | 2023-2024 | 1 | $0 reported | 5 |
| Elizabeth Fust | BOARD CHAIR | 2021-2024 | 2 | $0 reported | 4 |
| Michael W Gough | BOARD TREASURER | 2018-2024 | 2 | $0 reported | 10 |
| Carl Williams | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Deborah B Williams (former) | BOARD SECRETARY, THRU 09/23 | 2016-2023 | 2 | $0 reported | 9 |
| David Tachau (former) | BOARD CHAIR, THRU 09/23 | 2018-2023 | 2 | $0 reported | 4 |
| Stephanie Bateman (former) | DIRECTOR, THRU 09/23 | 2018-2023 | 1 | $0 reported | 4 |
| Curt Scott (former) | DIRECTOR, THRU 09/23 | 2018-2023 | 1 | $0 reported | 3 |
| Stephanie H Smith (former) | BOARD CHAIR (END DATE 9/29/21) | 2013-2021 | 2 | $0 reported | 3 |
| Harriet Lair (former) | DIRECTOR | 2015-2020 | 1 | $0 reported | 4 |
| Susan Zepeda (former) | DIRECTOR (TERM ENDED 3/11/20) | 2017-2019 | 1 | $0 reported | 3 |
| Gary Ulmer (former) | DIRECTOR (TERM ENDED 3/11/20) | 2016-2019 | 1 | $0 reported | 6 |
| William G Strench (former) | DIRECTOR (TERM ENDED 3/11/20) | 2018-2019 | 1 | $0 reported | 4 |
| M Claire Alagia (former) | DIRECTOR (TERM ENDED 3/11/20) | 2015-2019 | 1 | $0 reported | 4 |
| Mark A Campisano (former) | DIRECTOR (TERM ENDED 3/11/20) | 2013-2019 | 1 | $0 reported | 3 |
| Suzanne Bergmeister (former) | DIRECTOR (TERM ENDED 3/11/20) | 2012-2019 | 1 | $0 reported | 4 |
| Carolyn Tandy (former) | DIRECTOR | 2018 | 1 | $0 reported | 8 |
| Jerry Abramson (former) | DIRECTOR | 2018 | 1 | $0 reported | 8 |
| David Calzi (former) | DIRECTOR | 2018 | 1 | $0 reported | 9 |
| Beth S Peabody (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Elizabeth Rounsavall (former) | DIRECTOR | 2018 | 1 | $0 reported | 6 |
| Audrey D Kline (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Gwen Kelly (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Julie L Jones (former) | DIRECTOR | 2014-2018 | 1 | $0 reported | 4 |
| Nirupama Kulkarni (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| William R Mapother (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Marta Miranda-Straub (former) | DIRECTOR | 2018 | 1 | $0 reported | 4 |
| Eric W Taylor (former) | DIRECTOR (TERM ENDED 9/26/18) | 2011-2018 | 2 | $0 reported | 3 |
| Marshall Bradley Jr (former) | CHAIR EMERITUS (TERM END 9/2017) | 2011-2017 | 2 | $0 reported | 4 |
| Dorothy S Ridings (former) | MEMBER - AT - LARGE | 2010-2017 | 2 | $0 reported | 4 |
| Maria Hampton (former) | BOARD SECRETARY | 2010-2017 | 2 | $0 reported | 4 |
| Charles J Kane Jr (former) | INVEST. COMM. CHAIR (TERM END 9/2017) | 2012-2017 | 2 | $0 reported | 3 |
| Bill Strench (former) | INVEST. COMM. CHAIR (TERM END 9/2017) | 2017 | 2 | $0 reported | 3 |
| James H Taylor (former) | BOARD DEV. COMM. CHAIR | 2013-2017 | 2 | $0 reported | 3 |
| Mimi Zinniel (former) | CHAIR EMERITA | 2009-2014 | 2 | $0 reported | 5 |
| Toni Clem (former) | COMMUNICATIONS & MARKETING COMM. CHAIR | 2012-2014 | 2 | $0 reported | 9 |
| Henry M Altman Jr (former) | MEMBER - AT - LARGE | 2009-2014 | 2 | $0 reported | 3 |
| Jacqueline C Gibbs (former) | COMPENSATION COMM. CHAIR | 2011-2014 | 2 | $0 reported | 3 |
| Patricia G Swope (former) | DEVELOPMENT & STEWARDS COMM. CHAIR | 2014 | 2 | $0 reported | 3 |
| Trisha Finnegan Began Feb 2015 (former) | VP, COMMUNITY LEADERSHIP | 2014 | 5 | $0 reported | 2 |
| F Gerald Greenwell (former) | DEVELOPMENT & STEWARDS COMM. CHAIR | 2009-2013 | 2 | $0 reported | 3 |
| Bonita Black (former) | BOARD DEVELOPMENT COMM. CHAIR | 2009-2012 | 2 | $0 reported | 4 |
| Robert N Shaw (former) | GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR | 2012 | 2 | $0 reported | 4 |
| Jefferey M Yussman (former) | MEMBER - AT - LARGE | 2011-2012 | 2 | $0 reported | 3 |
| Susan Moss (former) | COMMUNICATIONS & MARKETING COMM. CHAIR | 2010-2011 | 2 | $0 reported | 4 |
| Elizabeth S Peabody (former) | INVESTMENT COMM. CHAIR | 2009-2011 | 2 | $0 reported | 3 |
| Sharon A Receveur (former) | STRATEGIC INITIATIVE COMM. CHAIR | 2009-2011 | 2 | $0 reported | 3 |
| Terry L Singer (former) | GRANTS COMM. CHAIR | 2010-2011 | 2 | $0 reported | 3 |
| Marshall Bradley (former) | MEMBER AT LARGE | 2010 | 2 | $0 reported | 3 |
| David Flanery (former) | FINANCE & AUDIT COMM. CHAIR | 2010 | 2 | $0 reported | 2 |
| Jacqueline Gibbs-Weatherby (former) | COMPENSATION COMM. CHAIR | 2010 | 2 | $0 reported | 2 |
| Michael B French (former) | MEMBER AT LARGE | 2009-2010 | 2 | $0 reported | 3 |
| Jeffrey Yussman (former) | MEMBER AT LARGE | 2010 | 2 | $0 reported | 2 |
| Daniel W Mcmahan (former) | CHAIR EMERITUS | 2009 | 2 | $0 reported | 3 |
| Curtis R Ladig (former) | FINANCE & AUDIT COMM. CHAI | 2009 | 2 | $0 reported | 3 |
People by year
2024 · 14 people listed · 8 paid, $1.6M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $373,838 | $11,322 | $385,160 | 4 |
| MATTHEW L BACON | COO & CFO | 5 | $0 | $277,634 | $14,690 | $292,324 | 3 |
| ALYSSA MANNING | PRESIDENT OF FELIX E. MARTIN JR FDN | 0 | $0 | $168,627 | $13,358 | $181,985 | 4 |
| HEATHER CASH | CHIEF PHILANTHROPY OFFICER | 5 | $0 | $153,593 | $13,526 | $167,119 | 4 |
| RAMONA DALLUM | SENIOR VP, COMM LEADER (TO 05/25) | 5 | $0 | $151,982 | $13,546 | $165,528 | 3 |
| VALERIE SICKLES | CHIEF MARKETING OFFICER | 5 | $0 | $141,956 | $12,883 | $154,839 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $131,345 | $12,911 | $144,256 | 3 |
| THOMAS REYNOLDS | CONTROLLER | 5 | $0 | $106,867 | $11,743 | $118,610 | 4 |
| CARL WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DANA JACKSON | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 6 |
| ELIZABETH FUST | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| STEPHEN KERTIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
2023 · 17 people listed · 7 paid, $1.4M · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $343,699 | $10,876 | $354,575 | 4 |
| MATTHEW L BACON | COO & CFO | 5 | $0 | $222,240 | $18,989 | $241,229 | 3 |
| HEATHER CASH | SENIOR VP, PHILANTHROPIC SERVICES | 5 | $0 | $144,135 | $22,407 | $166,542 | 4 |
| RAMONA DALLUM | SENIOR VP, COMMUNITY LEADERSHIP | 5 | $0 | $132,417 | $22,164 | $154,581 | 3 |
| MARY GRISSOM | VP, COM. INVESTMENT, THRU 02/24 | 5 | $0 | $128,944 | $22,495 | $151,439 | 3 |
| VALERIE SICKLES | VP, MARKETING & COMMUNICATIONS | 5 | $0 | $128,655 | $13,688 | $142,343 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $118,796 | $21,264 | $140,060 | 3 |
| ELIZABETH FUST | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID TACHAU | BOARD CHAIR, THRU 09/23 | 2 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | BOARD VICE CHAIR, FROM 09/23 | 2 | $0 | $0 | $0 | $0 | 7 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DANA JACKSON | BOARD SECRETARY, FROM 09/23 | 2 | $0 | $0 | $0 | $0 | 6 |
| DEBORAH B WILLIAMS | BOARD SECRETARY, THRU 09/23 | 2 | $0 | $0 | $0 | $0 | 9 |
| STEPHANIE BATEMAN | DIRECTOR, THRU 09/23 | 1 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN KERTIS | DIRECTOR, FROM 09/23 | 1 | $0 | $0 | $0 | $0 | 5 |
| CURT SCOTT | DIRECTOR, THRU 09/23 | 1 | $0 | $0 | $0 | $0 | 3 |
| CARL WILLIAMS | DIRECTOR, FROM 09/23 | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 13 people listed · 7 paid, $1.2M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $311,423 | $9,223 | $320,646 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $199,939 | $18,779 | $218,718 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $136,257 | $13,866 | $150,123 | 4 |
| RAMONA DALLUM | VP, COMMUNITY ENGAGEMENT | 5 | $0 | $116,167 | $16,192 | $132,359 | 3 |
| MARY GRISSOM | VP, COMMUNITY INVESTMENT | 5 | $0 | $100,679 | $16,189 | $116,868 | 3 |
| VALERIE SICKLES | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $100,076 | $8,334 | $108,410 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $92,341 | $15,160 | $107,501 | 3 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ELIZABETH FUST | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
2021 · 13 people listed · 6 paid, $1.1M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $310,888 | $8,277 | $319,165 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $186,028 | $12,834 | $198,862 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER (END DATE 6/23/22) | 5 | $0 | $173,842 | $13,578 | $187,420 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $128,947 | $13,356 | $142,303 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKE | 5 | $0 | $129,343 | $9,681 | $139,024 | 3 |
| RAMONA DALLUM | VP, EQUITY & IMPACT | 5 | $0 | $79,652 | $7,220 | $86,872 | 3 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR (END DATE 9/29/21) | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ELIZABETH FUST | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
2020 · 11 people listed · 5 paid, $757K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW L BACON | VP & CFO | 5 | $0 | $219,142 | $15,393 | $234,535 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $132,880 | $14,422 | $147,302 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $110,515 | $17,001 | $127,516 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $115,951 | $10,599 | $126,550 | 3 |
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $117,311 | $3,309 | $120,620 | 4 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
2019 · 17 people listed · 5 paid, $783K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO (THROUGH 8/31/2019) | 5 | $0 | $181,503 | $15,757 | $197,260 | 4 |
| MATTHEW L BACON | INTERIM PRESIDENT/CEO/CFO/SENIOR VP | 5 | $0 | $176,984 | $15,749 | $192,733 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $128,932 | $15,184 | $144,116 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $107,258 | $17,492 | $124,750 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $108,668 | $15,317 | $123,985 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
| M CLAIRE ALAGIA | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 6 |
| SUZANNE BERGMEISTER | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 3 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM G STRENCH | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 4 |
| SUSAN ZEPEDA | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 33 people listed · 6 paid, $810K · 0 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $252,497 | $22,562 | $275,059 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $147,460 | $14,137 | $161,597 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $125,530 | $12,124 | $137,654 | 3 |
| CARA BARIBEAU | VP, COMMUNICATIONS & MARKETING (TERM ENDED 11/6/18 | 5 | $0 | $95,606 | $22,101 | $117,707 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $100,738 | $12,902 | $113,640 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $3,278 | $818 | $4,096 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| M CLAIRE ALAGIA | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 6 |
| DAVID TACHAU | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | DIRECTOR (TERM ENDED 9/26/18) | 2 | $0 | $0 | $0 | $0 | 3 |
| ANGIE EVANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| JERRY ABRAMSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| MICHAEL W GOUGH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JULIE L JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| SUZANNE BERGMEISTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| GWEN KELLY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID CALZI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| AUDREY D KLINE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARK A CAMPISANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| NIRUPAMA KULKARNI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM R MAPOTHER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM G STRENCH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| CAROLYN TANDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| MARTA MIRANDA-STRAUB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| BETH S PEABODY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| SUSAN ZEPEDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH ROUNSAVALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
2017 · 20 people listed · 5 paid, $815K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $263,625 | $24,419 | $288,044 | 4 |
| MATTHEW L BACON | SENIOR VP & CFO | 5 | $0 | $141,288 | $16,779 | $158,067 | 3 |
| MICHAEL J SCHULTZ | VP, D & S | 5 | $0 | $106,584 | $23,174 | $129,758 | 3 |
| TRISHA FINNEGAN | VP, MISSION & IMPACT | 5 | $0 | $107,464 | $13,077 | $120,541 | 3 |
| CARA BARIBEAU | VP, MARKETING & COMM. | 5 | $0 | $97,053 | $21,900 | $118,953 | 3 |
| ERIC W TAYLOR | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 6 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVEST. COMM. CHAIR (TERM END 9/2017) | 2 | $0 | $0 | $0 | $0 | 3 |
| BILL STRENCH | INVEST. COMM. CHAIR (TERM END 9/2017) | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | MARKETING & COMM CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | M & I COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| MARK A CAMPISANO | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEV. COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUSAN ZEPEDA | BOARD DEV. COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | CHAIR EMERITUS (TERM END 9/2017) | 2 | $0 | $0 | $0 | $0 | 4 |
2016 · 18 people listed · 5 paid, $793K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $262,484 | $24,653 | $287,137 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $135,847 | $16,502 | $152,349 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $101,911 | $22,911 | $124,822 | 3 |
| CARA BARIBEAU | VP, MARKETING & COMMUNICATIONS | 5 | $0 | $93,310 | $21,102 | $114,412 | 3 |
| TRISHA FINNEGAN | VP, MISSION & IMPACT | 5 | $0 | $101,637 | $12,273 | $113,910 | 3 |
| ERIC W TAYLOR | CHAIRPERSON OF THE BO | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 6 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | MARKETING & COMM CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | MISSION & IMPACT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| MARK A CAMPISANO | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CH | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 4 |
2015 · 17 people listed · 5 paid, $719K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $240,614 | $23,304 | $263,918 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $134,210 | $16,273 | $150,483 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $100,049 | $21,703 | $121,752 | 3 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKE | 5 | $0 | $79,423 | $14,908 | $94,331 | 3 |
| TRISHA FINNEGAN | VP, COMMUNITY LEADERSHIP | 5 | $0 | $84,540 | $4,102 | $88,642 | 3 |
| MARSHALL BRADLEY JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | VICE CHAIRPERSON OF THE BO | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| JULIE LAVALLE JONES | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CH | 2 | $0 | $0 | $0 | $0 | 3 |
2014 · 22 people listed · 6 paid, $711K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $225,098 | $24,360 | $249,458 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $120,315 | $18,344 | $138,659 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $93,897 | $20,275 | $114,172 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $92,391 | $14,166 | $106,557 | 6 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $66,457 | $6,898 | $73,355 | 3 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $27,471 | $882 | $28,353 | 3 |
| MARSHALL BRADLEY JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| JULIE LAVALLE JONES | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| HENRY M ALTMAN JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA G SWOPE | DEVELOPMENT & STEWARDS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, STRATEY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | CHAIR EMERITA | 2 | $0 | $0 | $0 | $0 | 5 |
| TRISHA FINNEGAN BEGAN FEB 2015 | VP, COMMUNITY LEADERSHIP | 5 | $0 | $0 | $0 | $0 | 2 |
2013 · 20 people listed · 5 paid, $673K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $220,584 | $22,572 | $243,156 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $116,347 | $15,859 | $132,206 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $91,530 | $16,387 | $107,917 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $84,246 | $11,573 | $95,819 | 6 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $81,503 | $12,264 | $93,767 | 3 |
| MIMI ZINNIEL | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARSHALL BRADLEY JR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, STRATEY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $0 | $0 | $0 | 3 |
2012 · 20 people listed · 5 paid, $654K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $216,428 | $23,039 | $239,467 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $113,030 | $14,224 | $127,254 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $89,051 | $18,968 | $108,019 | 3 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $75,432 | $16,233 | $91,665 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $77,696 | $9,583 | $87,279 | 6 |
| MIMI ZINNIEL | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARSHALL BRADLEY JR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD & FINANCE COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA K BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFEREY M YUSSMAN | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| ROBERT N SHAW | GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CARA BERNOSKY BARIBEAU | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
2011 · 20 people listed · 6 paid, $618K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $213,745 | $21,580 | $235,325 | 4 |
| SUSAN V NICHOLSON | VP & CFO THROUGH JULY 2011 | 5 | $0 | $86,264 | $7,770 | $94,034 | 4 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $73,021 | $11,509 | $84,530 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $65,253 | $8,968 | $74,221 | 3 |
| ALEXANDRA SPOELKER | VP, COMMUNITY LEADERSHIP | 5 | $0 | $64,997 | $8,632 | $73,629 | 3 |
| MATTHEW L BACON | VP & CFO BEGAN JULY 2011 | 5 | $0 | $55,188 | $707 | $55,895 | 3 |
| HENRY M ALTMAN JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDSHIP COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUSAN MOSS | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVE COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA K BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| TERRY L SINGER | GRANTS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFEREY M YUSSMAN | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
2010 · 18 people listed · 3 paid, $450K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT | 5 | $0 | $202,520 | $16,242 | $218,762 | 4 |
| SUSAN NICHOLSON | VICE PRESIDENT | 5 | $0 | $107,855 | $18,345 | $126,200 | 4 |
| KATHY B STEWARD JACOBI | VICE PRESIDENT | 5 | $0 | $93,791 | $11,146 | $104,937 | 3 |
| HENRY M ALTMAN JR | CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | VICE CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARIA HAMPTON | SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| F GERALD GREENWELL | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID FLANERY | FINANCE & AUDIT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE GIBBS-WEATHERBY | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| SUSAN MOSS | COMMUNICATIONS & MKT. COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVES COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| TERRY SINGER | GRANTS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL B FRENCH | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY RIDINGS | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY YUSSMAN | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 2 |
| MARSHALL BRADLEY | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
2009 · 12 people listed · 3 paid, $461K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT | 5 | $0 | $202,733 | $19,839 | $222,572 | 4 |
| SUSAN NICHOLSON | VICE PRESIDENT | 5 | $0 | $106,632 | $15,182 | $121,814 | 4 |
| KATHY B STEWARD JACOBI | VICE PRESIDENT | 5 | $0 | $102,303 | $14,333 | $116,636 | 3 |
| DANIEL W MCMAHAN | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
| F GERALD GREENWELL | CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| CURTIS R LADIG | FINANCE & AUDIT COMM. CHAI | 2 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA BLACK | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL B FRENCH | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | SECRETARY | 2 | $0 | $0 | $0 | $0 | 5 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVES COMM | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | VICE CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
No independent contractors reported.
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 · 421 grants to organizations · $20.5M
Listed grants add up to $20,483,237; the return's “grants paid” expense line says $22,121,393. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 373 grants to organizations · $18.6M
Listed grants add up to $18,602,812; the return's “grants paid” expense line says $20,081,231. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 365 grants to organizations · $16.3M
Listed grants add up to $16,254,907; the return's “grants paid” expense line says $17,715,035. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 405 grants to organizations · $16.5M
Listed grants add up to $16,507,847; the return's “grants paid” expense line says $18,005,550. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 364 grants to organizations · $15.4M
Listed grants add up to $15,362,823; the return's “grants paid” expense line says $16,804,054. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 455 grants to organizations · $16.6M
Listed grants add up to $16,574,655; the return's “grants paid” expense line says $17,883,694. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 369 grants to organizations · $12.9M
Listed grants add up to $12,853,365; the return's “grants paid” expense line says $13,935,692. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 384 grants to organizations · $11.2M
Listed grants add up to $11,249,621; the return's “grants paid” expense line says $12,362,154. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 345 grants to organizations · $10.7M
Listed grants add up to $10,669,131; the return's “grants paid” expense line says $11,659,267. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 304 grants to organizations · $9.0M
Listed grants add up to $8,975,558; the return's “grants paid” expense line says $10,015,677. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 319 grants to organizations · $9.4M
Listed grants add up to $9,366,802; the return's “grants paid” expense line says $10,311,343. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 306 grants to organizations · $9.2M
Listed grants add up to $9,193,354; the return's “grants paid” expense line says $10,079,974. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 276 grants to organizations · $7.6M
Listed grants add up to $7,607,345; the return's “grants paid” expense line says $8,356,486. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 238 grants to organizations · $9.2M
Listed grants add up to $9,218,358; the return's “grants paid” expense line says $10,028,326. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 262 grants to organizations · $6.9M
Listed grants add up to $6,876,337; the return's “grants paid” expense line says $7,690,511. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2009 · 250 grants to organizations · $6.3M
Listed grants add up to $6,305,577; the return's “grants paid” expense line says $7,527,382. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
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 | ||||||||
| $25,121,271 | $23,151,285 | $23,988,915 | $23,614,520 | $24,206,399 | $0 | $0 | 0 | 6 |
| 2023 · Form 990 | ||||||||
| $17,936,434 | $21,124,825 | $22,033,968 | $21,577,070 | $18,371,492 | $0 | $0 | 0 | 10 |
| 2022 · Form 990 | ||||||||
| $17,654,772 | $18,734,624 | $24,115,323 | $23,669,573 | $16,559,467 | $0 | $0 | 0 | 6 |
| 2021 · Form 990 | ||||||||
| $22,827,292 | $18,518,207 | $31,052,896 | $24,856,991 | $22,429,381 | $0 | $0 | 0 | 7 |
| 2020 · Form 990 | ||||||||
| $18,203,702 | $17,367,031 | $29,429,716 | $22,427,075 | $17,857,642 | $0 | $0 | 0 | 11 |
| 2019 · Form 990 | ||||||||
| $20,718,589 | $18,551,381 | $27,201,532 | $20,445,623 | $20,020,869 | $0 | $0 | 0 | 12 |
| 2018 · Form 990 | ||||||||
| $14,377,334 | $14,652,611 | $25,427,998 | $18,446,531 | $13,696,364 | $0 | $0 | 0 | 27 |
| 2017 · Form 990 | ||||||||
| $13,654,172 | $12,952,052 | $20,752,444 | $18,537,564 | $13,076,806 | $0 | $0 | 0 | 15 |
| 2016 · Form 990 | ||||||||
| $13,428,222 | $12,056,231 | $20,166,749 | $18,092,912 | $13,031,484 | $0 | $0 | 0 | 13 |
| 2015 · Form 990 | ||||||||
| $11,776,977 | $10,431,424 | $16,577,009 | $16,423,500 | $11,377,784 | $0 | $0 | 0 | 12 |
| 2014 · Form 990 | ||||||||
| $12,126,432 | $10,585,037 | $15,308,048 | $15,276,196 | $11,893,047 | $0 | $0 | 0 | 15 |
| 2013 · Form 990 | ||||||||
| $11,660,991 | $10,337,609 | $13,816,745 | $13,795,500 | $11,428,918 | $0 | $0 | 0 | 14 |
| 2012 · Form 990 | ||||||||
| $9,783,946 | $8,657,571 | $12,255,279 | $12,220,195 | $9,511,037 | $0 | $0 | 0 | 15 |
| 2011 · Form 990 | ||||||||
| $6,841,161 | $10,456,907 | $11,301,195 | $11,134,546 | $6,483,868 | $0 | $0 | 0 | 14 |
| 2010 · Form 990 | ||||||||
| $11,570,650 | $8,087,876 | $14,792,841 | $14,703,081 | $11,094,209 | $0 | $0 | 0 | 15 |
| 2009 · Form 990 | ||||||||
| $8,302,802 | $7,953,438 | $11,448,279 | $11,359,111 | $7,860,930 | $0 | $0 | 0 | 9 |
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.
- THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN Louisville, KY · 14 people in common (Alyssa Manning, Anne Mckune, Carl Williams) · related organization (Schedule R)
- THE COMMUNITY FOUNDATION OF LOUISVILLE INC Louisville, KY · 13 people in common (Alyssa Manning, Anne Mckune, Dana Jackson) · related organization (Schedule R)
- REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC Louisville, KY · 7 people in common (Dana Jackson, Elizabeth Fust, Heather Cash) · related organization (Schedule R)
- METROPOLITAN HOUSING COALITION INFORMATION SERVICE FUND Louisville, KY · 2 people in common (Dana Jackson, Stephen Kertis)
- NORTON HOSPITALS INC Louisville, KY · 1 person in common (Michael W Gough)
- COMMUNITY MEDICAL ASSOCIATES INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE-INDIANA INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON PROPERTIES INC Louisville, KY · 1 person in common (Michael W Gough)
- CHILDRENS HOSPITAL FOUNDATION Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE FOUNDATION INC Louisville, KY · 1 person in common (Michael W Gough)
- JAMES GRAHAM BROWN FOUNDATION INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- FELIX E MARTIN JR FOUNDATION INC Louisville, KY · 1 person in common (Alyssa Manning) · related organization (Schedule R)
- COMMUNITY COORDINATED CHILD CARE INC Louisville, KY · 1 person in common (Dana Jackson)
- WOMEN FOR WOMEN INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- CHAMPIONS 4 HER INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- LOUISVILLE PRESERVATION FUND INC Louisville, KY · related organization (Schedule R)
Funders of this organization
8 grantors reported grants to this organization, $13,436,674 in all, tax years 2011 to 2024. 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 |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014-2024 | 11 | $9,947,308 | 2024 | $1,780,014 | show |
| THE COMMUNITY FOUNDATION OF LOUISVILLE INC | DAF sponsor | Exact | 2011-2012, 2015, 2018-2024 | 10 | $1,910,017 | 2024 | $304,470 | show |
| REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC | Public charity | Exact | 2014, 2018 | 2 | $1,186,477 | 2018 | $1,100,000 | show |
| FELIX E MARTIN JR FOUNDATION INC | Public charity | Exact | 2022-2024 | 3 | $182,000 | 2024 | $91,750 | show |
| THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN | Public charity | Exact | 2018-2021 | 4 | $86,869 | 2021 | $24,991 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020, 2022-2024 | 4 | $55,003 | 2024 | $10,000 | show |
| THE BESSEMER GIVING FUND | DAF sponsor | Exact | 2020 | 1 | $50,000 | 2020 | $50,000 | show |
| POINTS OF LIGHT FOUNDATION | DAF sponsor | Exact | 2014-2015 | 2 | $19,000 | 2015 | $9,000 | show |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF WEST KENTUCKY INC | KY | T31 | $12,823,058 | $12,311,334 | CEO | $152,203 | Same NTEE code T31, revenue within 2x, same state |
| HORIZON COMMUNITY FUNDS OF NORTHERN KENTUCKY INC | KY | T31 | $13,717,407 | $12,818,200 | President/CEO | $218,063 | Same NTEE code T31, revenue within 2x, same state |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | SC | T31 | $19,029,339 | $16,501,885 | President and CEO | $294,712 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF THE EASTERN SHORE INC | MD | T31 | $17,564,499 | $10,370,247 | PRESIDENT | $175,310 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF THE NAPA VALLEY | CA | T31 | $17,350,645 | $8,804,361 | PRESIDENT | $334,529 | Same NTEE code T31, revenue within 2x, similar name |
| THE COMMUNITY FOUNDATION | CO | T31 | $19,389,925 | $17,738,016 | CEO | $262,460 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF GREATER HUNTSVILLE | AL | T31 | $23,055,184 | $13,945,107 | CEO/President | $133,645 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF GREENVILLE INC | SC | T31 | $37,550,064 | $28,580,568 | CEO | $311,543 | Same NTEE code T31, revenue within 2x, similar name |
| ST LOUIS COMMUNITY FOUNDATION | MO | T31 | $15,393,173 | $12,470,389 | PRESIDENT & CEO | $438,780 | Same NTEE code T31, revenue within 2x, similar name |
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | VA | T31 | $39,042,429 | $34,865,645 | PRESIDENT, TREASURER & CEO | $333,648 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF THE QUINCY AREA | IL | T31 | $19,513,807 | $6,964,627 | CEO | $125,515 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC | IN | T31 | $49,647,700 | $18,941,771 | PRESIDENT & | $262,123 | Same NTEE code T31, revenue within 2x |
| HAMILTON COUNTY COMMUNITY FOUNDATION INC | IN | T31 | $23,329,198 | $11,247,411 | PRESIDENT, HCCF (END 10/24) | $328,701 | Same NTEE code T31, revenue within 2x |
| STARK COMMUNITY FOUNDATION INC | OH | T31 | $38,502,904 | $22,042,441 | PRESIDENT | $317,284 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY INC | GA | T31 | $43,324,540 | $28,863,523 | PRESIDENT & CEO | $276,914 | Same NTEE code T31, revenue within 2x, similar name |
| CENTRAL INDIANA COMMUNITY FOUNDATION INC | IN | T31 | $48,459,276 | $46,546,712 | CEO | $480,694 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF WABASH COUNTY INC | IN | T31 | $16,413,318 | $5,935,208 | PRESIDENT/CE | $141,209 | Same NTEE code T31, revenue within 2x, similar name |
| TRIANGLE COMMUNITY FOUNDATION | NC | T31 | $42,545,546 | $34,084,364 | PRESIDENT & CEO | $274,748 | Same NTEE code T31, revenue within 2x |
| NEVADA COMMUNITY FOUNDATION INC | NV | T31 | $36,650,798 | $20,540,529 | PRESIDENT AN | $368,795 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF SOUTH GEORGIA INC | GA | T31 | $16,069,666 | $12,121,413 | PRESIDENT | $275,607 | Same NTEE code T31, revenue within 2x |
| DESERT COMMUNITY FOUNDATION | CA | T31 | $12,604,976 | $5,995,765 | EXECUTIVE DIRECTOR & SECRE | $133,342 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION FOR BREVARD INC | FL | T31 | $13,213,253 | $4,068,772 | PRESIDENT/CE | $210,263 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF CENTRAL GEORGIA INC | GA | T31 | $21,503,009 | $13,523,428 | PRES & BD ME | $298,750 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF HENDERSON COUNTY INC | NC | T31 | $20,540,631 | $10,910,189 | PRESIDENT/CE | $245,237 | Same NTEE code T31, revenue within 2x |
| BERRIEN COMMUNITY FOUNDATION INC | MI | T31 | $18,583,398 | $11,763,279 | PRESIDENT | $173,575 | Same NTEE code T31, 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 · $23,151,285 spent · pay $0 · grants $22,121,393 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $22,121,393 | $22,121,393 | - | - | 95.6% | |
| Other (as described) | EARNINGS DISTRIB TO CFL | $999,509 | $999,509 | - | - | 4.3% |
| Fees: investment management | $30,383 | - | $30,383 | - | 0.1% | |
| Total | $23,151,285 | 100% |
2023 · Form 990 · $21,124,825 spent · pay $0 · grants $20,081,231 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $20,081,231 | $20,081,231 | - | - | 95.1% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $1,009,968 | $1,009,968 | - | - | 4.8% |
| Fees: investment management | $33,626 | - | $33,626 | - | 0.2% | |
| Total | $21,124,825 | 100% |
2022 · Form 990 · $18,734,624 spent · pay $0 · grants $17,715,035 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $17,715,035 | $17,715,035 | - | - | 94.6% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $994,114 | $994,114 | - | - | 5.3% |
| Fees: investment management | $25,475 | - | $25,475 | - | 0.1% | |
| Total | $18,734,624 | 100% |
2021 · Form 990 · $18,518,207 spent · pay $0 · grants $18,005,550 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $18,005,550 | $18,005,550 | - | - | 97.2% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $490,484 | $490,484 | - | - | 2.6% |
| Fees: investment management | $22,173 | - | $22,173 | - | 0.1% | |
| Total | $18,518,207 | 100% |
2020 · Form 990 · $17,367,031 spent · pay $0 · grants $16,804,054 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $16,804,054 | $16,804,054 | - | - | 96.8% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $529,337 | $529,337 | - | - | 3.0% |
| Fees: investment management | $33,640 | - | $33,640 | - | 0.2% | |
| Total | $17,367,031 | 100% |
2019 · Form 990 · $18,551,381 spent · pay $0 · grants $17,883,694 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $17,883,694 | $17,883,694 | - | - | 96.4% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $624,339 | $624,339 | - | - | 3.4% |
| Fees: investment management | $43,222 | - | $43,222 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $126 | $34 | $74 | $18 | 0.0% |
| Total | $18,551,381 | 100% |
2018 · Form 990 · $14,652,611 spent · pay $0 · grants $13,935,692 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $13,935,692 | $13,935,692 | - | - | 95.1% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $685,991 | $685,991 | - | - | 4.7% |
| Fees: investment management | $30,928 | - | $30,928 | - | 0.2% | |
| Total | $14,652,611 | 100% |
2017 · Form 990 · $12,952,052 spent · pay $0 · grants $12,362,154 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $12,362,154 | $12,362,154 | - | - | 95.4% | |
| Other (as described) | EARNINGS DISTRIBUTED TO | $537,574 | $537,574 | - | - | 4.2% |
| Fees: investment management | $52,324 | - | $52,324 | - | 0.4% | |
| Total | $12,952,052 | 100% |
2016 · Form 990 · $12,056,231 spent · pay $0 · grants $11,659,267 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,659,267 | $11,659,267 | - | - | 96.7% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $370,384 | $370,384 | - | - | 3.1% |
| Fees: investment management | $26,580 | - | $26,580 | - | 0.2% | |
| Total | $12,056,231 | 100% |
2015 · Form 990 · $10,431,424 spent · pay $0 · grants $10,015,677 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,015,677 | $10,015,677 | - | - | 96.0% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $389,492 | $389,492 | - | - | 3.7% |
| Fees: investment management | $26,255 | - | $26,255 | - | 0.3% | |
| Total | $10,431,424 | 100% |
2014 · Form 990 · $10,585,037 spent · pay $0 · grants $10,311,343 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,311,343 | $10,311,343 | - | - | 97.4% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $236,310 | $236,310 | - | - | 2.2% |
| Fees: investment management | $37,384 | - | $37,384 | - | 0.4% | |
| Total | $10,585,037 | 100% |
2013 · Form 990 · $10,337,609 spent · pay $0 · grants $10,079,974 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,079,974 | $10,079,974 | - | - | 97.5% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $219,999 | $219,999 | - | - | 2.1% |
| Fees: investment management | $37,636 | - | $37,636 | - | 0.4% | |
| Total | $10,337,609 | 100% |
2012 · Form 990 · $8,657,571 spent · pay $0 · grants $8,356,486 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $8,356,486 | $8,356,486 | - | - | 96.5% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $264,826 | $264,826 | - | - | 3.1% |
| Fees: investment management | $36,259 | - | $36,259 | - | 0.4% | |
| Total | $8,657,571 | 100% |
2011 · Form 990 · $10,456,907 spent · pay $0 · grants $10,028,326 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,028,326 | $10,028,326 | - | - | 95.9% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $395,208 | $395,208 | - | - | 3.8% |
| Fees: investment management | $33,373 | - | $33,373 | - | 0.3% | |
| Total | $10,456,907 | 100% |
2010 · Form 990 · $8,087,876 spent · pay $0 · grants $7,690,511 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,690,511 | $7,690,511 | - | - | 95.1% | |
| Other (as described) | EARNINGS DISTRIBUTED T | $351,969 | $351,969 | - | - | 4.4% |
| Fees: investment management | $45,396 | - | $45,396 | - | 0.6% | |
| Total | $8,087,876 | 100% |
2009 · Form 990 · $7,953,438 spent · pay $0 · grants $7,527,382 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,527,382 | $7,527,382 | - | - | 94.6% | |
| Other (as described) | EARNings DISTRIBUTED T | $379,611 | $379,611 | - | - | 4.8% |
| Fees: investment management | $46,445 | - | $46,445 | - | 0.6% | |
| Total | $7,953,438 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2014 · Form 990 | ||||||||
| Yes | 537 | $11,893,047 | $10,311,342 | $15,221,819 | - | - | - | - |
| 2013 · Form 990 | ||||||||
| Yes | 542 | $11,428,918 | $10,079,974 | $13,637,119 | - | - | - | - |
| 2012 · Form 990 | ||||||||
| Yes | 510 | $9,511,038 | $8,356,486 | $12,088,752 | - | - | - | - |
| 2011 · Form 990 | ||||||||
| Yes | 498 | $6,483,868 | $10,028,326 | $10,850,241 | - | - | - | - |
| 2010 · Form 990 | ||||||||
| Yes | 499 | $11,094,209 | $7,690,511 | $14,402,835 | - | - | - | - |
| 2009 · Form 990 | ||||||||
| Yes | 505 | $7,860,930 | $7,527,382 | $11,008,906 | - | - | - | - |
Comments