DONOR ADVISED CHARITABLE GIVING DAF sponsor
Cite this
Plain text DONOR ADVISED CHARITABLE GIVING. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/311640316. Retrieved 2026-10-20.
APA furp.org. (n.d.). DONOR ADVISED CHARITABLE GIVING [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 20, 2026, from https://furp.org/org/311640316
MLA “DONOR ADVISED CHARITABLE GIVING.” furp.org, tax years 2014–2024, https://furp.org/org/311640316. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $11.68B · expenses $9.02B · assets $47.55B
- Also known as
- DAFGIVING360 (TM)
- EIN
- 31-1640316
- Address
- 9800 SCHWAB WAY, LONE TREE, CO 80124-5768
- Website
- WWW.DAFGIVING360.ORG
- NTEE code
- T300
- Subsection
- 501(c)(3)
- Ruling year
- 1999
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
AT DONOR ADVISED CHARITABLE GIVING, INC., OUR MISSION IS TO INCREASE CHARITABLE GIVING IN THE UNITED STATES BY OFFERING ADVANTAGEOUS WAYS TO GIVE USEFUL INFORMATION AND UNBIASED GUIDANCE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
31 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 |
|---|---|---|---|---|---|
| Samuel W Kang | PRESIDENT | 2021-2024 | $967,879 | $3,236,660 | 1 |
| Frederick K Kaynor | MD-BUS DEV,MKTG & STRAT PARTNER | 2021-2024 | $621,833 | $2,353,479 | 1 |
| Michael Maestas | MD-INVEST OVERSIGHT & DUE DILIGENCE | 2020-2024 | $594,175 | $2,307,469 | 1 |
| Stephanie Queisert | MD-CHIEF FINANCIAL OFFICER | 2019-2024 | $527,155 | $2,286,058 | 1 |
| Bryan Gregston | DIRECTOR | 2018-2024 | $450,003 | $2,063,634 | 1 |
| Douglas Campbell | MD-STRATEGY, OFFER MGMT & ANALYSIS | 2021-2024 | $561,613 | $1,924,831 | 1 |
| Julia Reed | DIRECTOR | 2018-2024 | $370,674 | $1,799,031 | 1 |
| Caleb Lund | DIRECTOR | 2021-2024 | $405,552 | $1,468,011 | 1 |
| Alyssa Williams | DIRECTOR | 2014-2024 | $349,636 | $929,505 | 1 |
| Anthony Matthews | DIRECTOR | 2023-2024 | $386,315 | $752,244 | 1 |
| Lorrie Branson | MD-LEGAL | 2023-2024 | $320,567 | $603,247 | 1 |
| Kimberly Laughton (former) | PRESIDENT THRU 7/2021 | 2014-2021 | $601,752 | $6,028,482 | 1 |
| Susan Heldman (former) | VP & CONTROLLER THRU 7/2021 | 2014-2021 | $307,497 | $3,180,771 | 1 |
| Barbara Benware (former) | VICE PRESIDENT THRU 3/2020 | 2014-2021 | $265,000 | $3,080,681 | 1 |
| Fred Kaynor (former) | VP MKT/BUS DEVELOPMENT | 2014-2020 | $420,625 | $2,514,514 | 1 |
| Stephanie Diamond (former) | MD BUSINESS DEVELOPMENT | 2014-2020 | $230,575 | $1,342,024 | 1 |
| Lori Kirkland (former) | DIRECTOR (THRU 1/2024) | 2021-2023 | $386,190 | $1,087,108 | 1 |
| Julie Hattle (former) | MANAGING DIRECTOR - RISK | 2016-2019 | $255,228 | $952,009 | 1 |
| Sam Kang (former) | VP OPERATIONS | 2017-2020 | $390,440 | $862,142 | 1 |
| Chris Yaros (former) | Managing DirecTOr - OperatIONS | 2014-2016 | $311,979 | $836,465 | 1 |
| Lorienne Lambert (former) | MANAGING DIRECTOR-TECHNOLOGY | 2014-2018 | $260,761 | $772,306 | 1 |
| Brian Howell (former) | MD BUSINESS DEVELOPMENT | 2016-2020 | $212,044 | $612,086 | 1 |
| Joseph Bogner (former) | DIRECTOR | 2021-2022 | $297,997 | $579,066 | 1 |
| Doug Campbell (former) | MANAGING DIRECTOR - STRATEGY | 2019-2020 | $259,881 | $539,367 | 1 |
| Denise Schuh (former) | MANAGING DIRECTOR - LEGAL | 2016-2017 | $219,577 | $405,984 | 1 |
| aNNE REBSTOCK (former) | managing director - project mgmt | 2014-2015 | $181,523 | $358,722 | 1 |
| Sam Kang From 01312018 (former) | VP OPERATIONS | 2018 | $355,090 | $355,090 | 1 |
| LesLee Burnett (former) | Director - Product Mgmt | 2014-2015 | $174,766 | $345,740 | 1 |
| Chris Yaros To 52018 (former) | MANAGING DIRECTOR - OPERATIONS | 2017 | $327,095 | $327,095 | 1 |
| Barbara Benware Thru Mar 2020 (former) | VP OVERSIGHT/RISK | 2020 | $313,916 | $313,916 | 1 |
| Elizabeth Hilton (former) | VP MKT/BUS DEV | 2014 | $169,916 | $169,916 | 1 |
Officers and directors, no compensation reported
23 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 |
|---|---|---|---|---|---|
| Anne Casscells | DIRECTOR | 2014-2024 | 1 | $0 reported | 1 |
| Bill Brownell | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Dan Kingsley | DIRECTOR | 2014-2024 | 1 | $0 reported | 1 |
| Gregory Avis | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Linda B Segre | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Loretta Doon | DIRECTOR | 2014-2024 | 1 | $0 reported | 1 |
| Una Osili | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Kristopher Tate | CORPORATE SECRETARY | 2022-2024 | 1 | $0 reported | 1 |
| Paul Talbot | ASST CORP SECRETARY | 2023-2024 | 1 | $0 reported | 2 |
| Rick Wurster Until 122024 | BOARD CHAIR | 2024 | 1 | $0 reported | 1 |
| Rick Wurster (former) | BOARD CHAIR AS OF 7/2023 | 2023 | 1 | $0 reported | 2 |
| Carolyn Schwab-Pomerantz (former) | CHAIR OF THE BOARD OF DIRECTORS | 2021-2022 | 1 | $0 reported | 1 |
| Jeff Salvesen (former) | ASST. CORP. SECRETARY (AS OF 10/22) | 2022 | 1 | $0 reported | 1 |
| William P Gisi (former) | ASST. CORP. SECRETARY (UNTIL 09/22) | 2022 | 1 | $0 reported | 1 |
| Jamal Modir (former) | ASSISTANT SECRETARY (UNTIL 06/22) | 2016-2022 | 1 | $0 reported | 2 |
| R Scott Mcmillen (former) | SECRETARY | 2014-2021 | 1 | $0 reported | 2 |
| Jeffrey J Gatewood (former) | Trustee | 2021 | Not reported | $0 reported | 1 |
| Carrie Schwab-Pomerantz (former) | DIRECTOR | 2014-2020 | 1 | $0 reported | 2 |
| Greg Avis (former) | DIRECTOR | 2014-2020 | 1 | $0 reported | 1 |
| Bill Brownell From 10152018 (former) | DIRECTOR | 2018 | 1 | $0 reported | 1 |
| Linda B Segre From 03122018 (former) | DIRECTOR | 2018 | 1 | $0 reported | 1 |
| Nicholas Donatiello Jr (former) | DIRECTOR - (TO 6/2018) | 2014-2017 | 1 | $0 reported | 1 |
| Jane E Fry (former) | Assistant Secretary | 2014-2015 | 1 | $0 reported | 2 |
People by year
2024 · 21 people listed · 11 paid, $5.6M · 226 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAMUEL W KANG | PRESIDENT | 40 | $749,375 | $0 | $218,504 | $967,879 | 1 |
| FREDERICK K KAYNOR | MD-BUS DEV,MKTG & STRAT PARTNER | 40 | $498,329 | $0 | $123,504 | $621,833 | 1 |
| MICHAEL MAESTAS | MD-INVEST OVERSIGHT & DUE DILIGENCE | 40 | $470,671 | $0 | $123,504 | $594,175 | 1 |
| DOUGLAS CAMPBELL | MD-STRATEGY, OFFER MGMT & ANALYSIS | 40 | $438,109 | $0 | $123,504 | $561,613 | 1 |
| STEPHANIE QUEISERT | MD-CHIEF FINANCIAL OFFICER | 40 | $418,651 | $0 | $108,504 | $527,155 | 1 |
| BRYAN GREGSTON | DIRECTOR | 40 | $351,499 | $0 | $98,504 | $450,003 | 1 |
| CALEB LUND | DIRECTOR | 40 | $342,048 | $0 | $63,504 | $405,552 | 1 |
| ANTHONY MATTHEWS | DIRECTOR | 40 | $317,811 | $0 | $68,504 | $386,315 | 1 |
| JULIA REED | DIRECTOR | 40 | $302,170 | $0 | $68,504 | $370,674 | 1 |
| ALYSSA WILLIAMS | DIRECTOR | 40 | $286,132 | $0 | $63,504 | $349,636 | 1 |
| LORRIE BRANSON | MD-LEGAL | 40 | $262,063 | $0 | $58,504 | $320,567 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA B SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK WURSTER UNTIL 122024 | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| UNA OSILI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTOPHER TATE | CORPORATE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL TALBOT | ASST CORP SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 21 people listed · 11 paid, $5.3M · 194 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAMUEL W KANG | PRESIDENT | 40 | $696,337 | $0 | $218,504 | $914,841 | 1 |
| FREDERICK K KAYNOR | MD-BUS DEV, MKTG & STRAT PARTNER | 40 | $475,126 | $0 | $118,504 | $593,630 | 1 |
| MICHAEL MAESTAS | MD-INVEST OVERSIGHT & DUE DILIGENCE | 40 | $425,213 | $0 | $118,504 | $543,717 | 1 |
| DOUGLAS CAMPBELL | MD-STRATEGY, OFFER MGMT & ANALYSIS | 40 | $411,135 | $0 | $118,504 | $529,639 | 1 |
| STEPHANIE QUEISERT | MD-CHIEF FINANCIAL OFFICER | 40 | $393,731 | $0 | $98,504 | $492,235 | 1 |
| BRYAN GREGSTON | DIRECTOR | 40 | $333,433 | $0 | $98,504 | $431,937 | 1 |
| CALEB LUND | DIRECTOR | 40 | $332,774 | $0 | $63,504 | $396,278 | 1 |
| LORI KIRKLAND | DIRECTOR (THRU 1/2024) | 40 | $317,686 | $0 | $68,504 | $386,190 | 1 |
| ANTHONY MATTHEWS | DIRECTOR | 40 | $297,425 | $0 | $68,504 | $365,929 | 1 |
| JULIA REED | DIRECTOR | 40 | $283,705 | $0 | $68,504 | $352,209 | 1 |
| LORRIE BRANSON | ASST. CORP. SECRETARY | 40 | $229,176 | $0 | $53,504 | $282,680 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA B SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK WURSTER | BOARD CHAIR AS OF 7/2023 | 1 | $0 | $0 | $0 | $0 | 2 |
| UNA OSILI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTOPHER TATE | CORPORATE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL TALBOT | ASST. CORP. SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 21 people listed · 10 paid, $4.6M · 185 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAMUEL W KANG | PRESIDENT | 40 | $593,269 | $0 | $178,504 | $771,773 | 1 |
| FREDERICK K KAYNOR | MD-BUS DEV, MKTG & STRAT. PARTNER | 40 | $474,425 | $0 | $118,504 | $592,929 | 1 |
| MICHAEL MAESTAS | MD-INVEST OVERSIGHT & DUE DILIGENCE | 40 | $391,845 | $0 | $113,504 | $505,349 | 1 |
| DOUGLAS CAMPBELL | MD-STRATEGY, OFFER MGMT & ANALYSIS | 40 | $365,814 | $0 | $113,504 | $479,318 | 1 |
| STEPHANIE QUEISERT | CHIEF FINANCIAL OFFICER | 40 | $350,610 | $0 | $93,504 | $444,114 | 1 |
| LORI KIRKLAND | DIRECTOR | 40 | $299,702 | $0 | $93,504 | $393,206 | 1 |
| BRYAN GREGSTON | DIRECTOR | 40 | $295,227 | $0 | $93,504 | $388,731 | 1 |
| CALEB LUND | DIRECTOR | 40 | $300,691 | $0 | $61,504 | $362,195 | 1 |
| JULIA REED | DIRECTOR | 40 | $258,523 | $0 | $63,504 | $322,027 | 1 |
| JOSEPH BOGNER | DIRECTOR | 40 | $259,493 | $0 | $38,504 | $297,997 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN SCHWAB-POMERANTZ | CHAIR OF THE BOARD OF DIRECTORS | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF SALVESEN | ASST. CORP. SECRETARY (AS OF 10/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTOPHER TATE | CORPORATE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P GISI | ASST. CORP. SECRETARY (UNTIL 09/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMAL MODIR | ASSISTANT SECRETARY (UNTIL 06/22) | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 23 people listed · 13 paid, $4.9M · 165 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT THRU 7/2021 | 40 | $592,500 | $0 | $9,252 | $601,752 | 1 |
| SAMUEL W KANG | PRESIDENT | 40 | $443,663 | $0 | $138,504 | $582,167 | 1 |
| FREDERICK K KAYNOR | MD-BUS DEV, MKTG & STRAT. PARTNER | 40 | $431,583 | $0 | $113,504 | $545,087 | 1 |
| MICHAEL MAESTAS | MD-INVEST OVERSIGHT & DUE DILIG. | 40 | $322,630 | $0 | $68,504 | $391,134 | 1 |
| DOUGLAS CAMPBELL | MD-STRATEGY, OFFER MGMT & ANALYSIS | 40 | $285,757 | $0 | $68,504 | $354,261 | 1 |
| STEPHANIE QUEISERT | CHIEF FINANCIAL OFFICER | 40 | $277,916 | $0 | $58,504 | $336,420 | 1 |
| LORI KIRKLAND | DIRECTOR | 40 | $254,208 | $0 | $53,504 | $307,712 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER THRU 7/2021 | 40 | $298,245 | $0 | $9,252 | $307,497 | 1 |
| BRYAN GREGSTON | DIRECTOR | 40 | $247,351 | $0 | $58,504 | $305,855 | 1 |
| CALEB LUND | DIRECTOR | 40 | $250,482 | $0 | $53,504 | $303,986 | 1 |
| JULIA REED | DIRECTOR | 40 | $236,101 | $0 | $53,504 | $289,605 | 1 |
| JOSEPH BOGNER | DIRECTOR | 40 | $232,565 | $0 | $48,504 | $281,069 | 1 |
| BARBARA BENWARE | VICE PRESIDENT THRU 3/2020 | 40 | $265,000 | $0 | $0 | $265,000 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN SCHWAB-POMERANTZ | CHAIR OF THE BOARD OF DIRECTORS | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| Jeffrey J Gatewood | Trustee | - | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 10 paid, $3.5M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT | 40 | $721,987 | $0 | $18,480 | $740,467 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER | 40 | $403,916 | $0 | $18,480 | $422,396 | 1 |
| FRED KAYNOR | VP MKT/BUS DEVELOPMENT | 40 | $402,145 | $0 | $18,480 | $420,625 | 1 |
| SAM KANG | VP OPERATIONS | 40 | $371,960 | $0 | $18,480 | $390,440 | 1 |
| BARBARA BENWARE THRU MAR 2020 | VP OVERSIGHT/RISK | 40 | $309,296 | $0 | $4,620 | $313,916 | 1 |
| MICHAEL MAESTAS | MD INVESTMENT OVERSIGHT | 40 | $254,614 | $0 | $18,480 | $273,094 | 1 |
| DOUG CAMPBELL | MANAGING DIRECTOR - STRATEGY | 40 | $241,401 | $0 | $18,480 | $259,881 | 1 |
| STEPHANIE QUEISERT | MD - FINANCIAL REPORTING | 40 | $222,042 | $0 | $18,480 | $240,522 | 1 |
| STEPHANIE DIAMOND | MD BUSINESS DEVELOPMENT | 40 | $212,095 | $0 | $18,480 | $230,575 | 1 |
| BRIAN HOWELL | MD BUSINESS DEVELOPMENT | 40 | $193,564 | $0 | $18,480 | $212,044 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CARRIE SCHWAB - POMERANTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA B SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 19 people listed · 10 paid, $4.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT | 40 | $712,143 | $0 | $232,537 | $944,680 | 1 |
| BARBARA BENWARE | VP OVERSIGHT/RISK | 40 | $456,582 | $0 | $117,537 | $574,119 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER | 40 | $382,861 | $0 | $107,537 | $490,398 | 1 |
| FRED KAYNOR | VP MKT/BUS DEVELOPMENT | 40 | $368,196 | $0 | $107,537 | $475,733 | 1 |
| SAM KANG | VP OPERATIONS | 40 | $344,165 | $0 | $127,537 | $471,702 | 1 |
| DOUG CAMPBELL | MANAGING DIRECTOR - STRATEGY | 40 | $211,949 | $0 | $67,537 | $279,486 | 1 |
| BRYAN GREGSTON | MANAGING DIRECTOR - OPERATIONS | 40 | $198,064 | $0 | $57,537 | $255,601 | 1 |
| JULIE HATTLE | MANAGING DIRECTOR - RISK | 40 | $237,691 | $0 | $17,537 | $255,228 | 1 |
| STEPHANIE QUEISERT | MD - FINANCIAL REPORTING | 40 | $193,075 | $0 | $52,537 | $245,612 | 1 |
| JULIA REED | MANAGING DIRECTOR - RELATIONSHIP MGR | 40 | $192,119 | $0 | $52,537 | $244,656 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CARRIE SCHWAB - POMERANTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA B SEGRE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 19 people listed · 10 paid, $3.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT | 40 | $687,139 | $0 | $228,500 | $915,639 | 1 |
| BARBARA BENWARE | VP OVERSIGHT/RISK | 40 | $426,752 | $0 | $118,500 | $545,252 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER | 40 | $359,040 | $0 | $108,500 | $467,540 | 1 |
| FRED KAYNOR | VP MKT/BUS DEVELOPMENT | 40 | $336,197 | $0 | $108,500 | $444,697 | 1 |
| SAM KANG FROM 01312018 | VP OPERATIONS | 40 | $239,090 | $0 | $116,000 | $355,090 | 1 |
| JULIE HATTLE | MANAGING DIRECTOR - RISK | 40 | $218,378 | $0 | $53,000 | $271,378 | 1 |
| LORIENNE LAMBERT | MANAGING DIRECTOR-TECHNOLOGY | 40 | $203,361 | $0 | $57,400 | $260,761 | 1 |
| BRYAN GREGSTON | MANAGING DIRECTOR - OPERATIONS | 40 | $173,507 | $0 | $58,000 | $231,507 | 1 |
| STEPHANIE DIAMOND | MANAGING DIRECTOR - RELATIONSHIP MGR | 40 | $211,108 | $0 | $18,000 | $229,108 | 1 |
| JULIA REED | MANAGING DIRECTOR-TECHNOLOGY | 40 | $177,460 | $0 | $42,400 | $219,860 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL BROWNELL FROM 10152018 | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CARRIE SCHWAB - POMERANTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA B SEGRE FROM 03122018 | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 19 people listed · 10 paid, $3.5M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT | 40 | $612,351 | $0 | $216,200 | $828,551 | 1 |
| BARBARA BENWARE | VP OVERSIGHT/RISK | 40 | $357,917 | $0 | $136,200 | $494,117 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER | 40 | $317,778 | $0 | $106,200 | $423,978 | 1 |
| FRED KAYNOR | VP MKT/BUS DEVELOPMENT | 40 | $295,766 | $0 | $106,200 | $401,966 | 1 |
| CHRIS YAROS TO 52018 | MANAGING DIRECTOR - OPERATIONS | 40 | $250,895 | $0 | $76,200 | $327,095 | 1 |
| JULIE HATTLE | MANAGING DIRECTOR - RISK | 40 | $184,337 | $0 | $41,200 | $225,537 | 1 |
| DENISE SCHUH | MANAGING DIRECTOR - LEGAL | 40 | $178,377 | $0 | $41,200 | $219,577 | 1 |
| STEPHANIE DIAMOND | MANAGING DIRECTOR - RELATIONSHIP MGR | 40 | $198,479 | $0 | $16,200 | $214,679 | 1 |
| ALYSSA WILLIAMS | MANAGING DIRECTOR- MARKETING | 40 | $172,811 | $0 | $41,200 | $214,011 | 1 |
| BRIAN HOWELL | MANAGING DIRECTOR - RELATIONSHIP MGR | 40 | $177,390 | $0 | $16,200 | $193,590 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CARRIE SCHWAB - POMERANTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS DONATIELLO JR | DIRECTOR - (TO 6/2018) | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| SAM KANG | VICE PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
2016 · 18 people listed · 10 paid, $3.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kimberly Laughton | President | 40 | $578,515 | $0 | $195,300 | $773,815 | 1 |
| BARbara Benware | VP Oversight/Risk | 40 | $325,744 | $0 | $135,300 | $461,044 | 1 |
| Susan Heldman | VP & Controller | 40 | $297,807 | $0 | $95,300 | $393,107 | 1 |
| Fred Kaynor | VP Mkt/Bus DevELOPMENT | 40 | $272,408 | $0 | $95,300 | $367,708 | 1 |
| Chris Yaros | Managing DirecTOr - OperatIONS | 40 | $236,679 | $0 | $75,300 | $311,979 | 1 |
| Stephanie Diamond | Managing Director - RelatiONSHIP MGR | 40 | $191,297 | $0 | $35,300 | $226,597 | 1 |
| BRIAN HOWELL | MANaging DirecTOr - RelatiONSHIP MGR | 40 | $191,152 | $0 | $15,300 | $206,452 | 1 |
| JULIE HATTLE | MAnaging DirecTOr - Risk | 40 | $164,566 | $0 | $35,300 | $199,866 | 1 |
| Lorienne Lambert | managing director - prod MGMT | 40 | $147,667 | $0 | $45,300 | $192,967 | 1 |
| denise SCHUH | MANaging DirecTOr - LEGAL | 40 | $151,107 | $0 | $35,300 | $186,407 | 1 |
| Anne Casscells | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dan Kingsley | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Carrie Schwab - Pomerantz | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas Donatiello Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Loretta Doon | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Greg Avis | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| R Scott McMillen | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMAL MODIR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 18 people listed · 10 paid, $3.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kimberly Laughton | President | 40 | $491,340 | $0 | $180,000 | $671,340 | 1 |
| Barbara Benware | VP Oversight/Risk | 40 | $273,646 | $0 | $115,000 | $388,646 | 1 |
| Fred Kaynor | VP Mkt/Bus Dev | 40 | $266,595 | $0 | $85,000 | $351,595 | 1 |
| Susan Heldman | VP & Controller | 40 | $263,591 | $0 | $85,000 | $348,591 | 1 |
| Chris Yaros | Managing DirecTOr - Operations | 40 | $204,570 | $0 | $65,000 | $269,570 | 1 |
| Stephanie Diamond | Managing Director - Relationship mgmt | 40 | $185,300 | $0 | $30,000 | $215,300 | 1 |
| ALYSSA WILLIAMS | managing director- marketing | 40 | $153,714 | $0 | $40,000 | $193,714 | 1 |
| aNNE REBSTOCK | managing director - project mgmt | 40 | $166,523 | $0 | $15,000 | $181,523 | 1 |
| LesLee Burnett | Director - Product Mgmt | 40 | $159,766 | $0 | $15,000 | $174,766 | 1 |
| Lorienne Lambert | managing director - product mgmt | 40 | $140,698 | $0 | $30,000 | $170,698 | 1 |
| Carrie Schwab - Pomerantz | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Nicholas Donatiello Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Loretta Doon | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Anne Casscells | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dan Kingsley | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Greg Avis | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| R Scott McMillen | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Jane E Fry | Assistant Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 19 people listed · 11 paid, $2.6M · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KIMBERLY LAUGHTON | PRESIDENT | 40 | $395,044 | $0 | $157,194 | $552,238 | 1 |
| BARBARA BENWARE | VP OVERSIGHT/RISK | 40 | $245,520 | $0 | $106,983 | $352,503 | 1 |
| SUSAN HELDMAN | VP & CONTROLLER | 40 | $245,520 | $0 | $81,744 | $327,264 | 1 |
| CHRIS YAROS | MANAGING DIRECTOR - OPERATIONS | 40 | $200,372 | $0 | $54,544 | $254,916 | 1 |
| STEPHANIE DIAMOND | MANAGING DIRECTOR - RELATIONSHIP MGMT | 40 | $191,221 | $0 | $34,544 | $225,765 | 1 |
| ANNE REBSTOCK | MANAGING DIRECTOR - PROJECT MGMT | 40 | $162,655 | $0 | $14,544 | $177,199 | 1 |
| ALYSSA WILLIAMS | MANAGING DIRECTOR- MARKETING | 40 | $132,600 | $0 | $39,544 | $172,144 | 1 |
| LESLEE BURNETT | DIRECTOR - PROJECT MGMT | 40 | $156,430 | $0 | $14,544 | $170,974 | 1 |
| ELIZABETH HILTON | VP MKT/BUS DEV | 40 | $163,856 | $0 | $6,060 | $169,916 | 1 |
| LORIENNE LAMBERT | MANAGING DIRECTOR - PRODUCT MGMT | 40 | $123,336 | $0 | $24,544 | $147,880 | 1 |
| FRED KAYNOR | VP MKT/BUS DEV | 40 | $48,554 | $0 | $3,636 | $52,190 | 1 |
| CARRIE SCHWAB - POMERANTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS DONATIELLO JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LORETTA DOON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNE CASSCELLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN KINGSLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG AVIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R SCOTT MCMILLEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JANE E FRY | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $17.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB CO | WESTLAKE, TX | BROKERAGE & ADMIN SERVICES | $9,825,772 |
| GRAYSTONE CONSULTING LTD MORGAN STA | BALTIMORE, MD | ASSET MANAGEMENT | $2,922,086 |
| NATURAL INVESTMENTS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $2,142,835 |
| CERITY PARTNERS | NEW YORK, NY | ASSET MANAGEMENT | $1,137,435 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $999,610 |
2023 · 5 contractors · $14.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | WESTLAKE, TX | BROKERAGE & ADMIN SERVICES | $7,893,693 |
| NATURAL INVESTMENTS LLC | WINDSOR, CA | ASSET MANAGEMENT | $2,107,152 |
| GRAYSTONE CONSULTING LTD MORGAN STANLEY | BALTIMORE, MD | ASSET MANAGEMENT | $2,037,743 |
| BASSWOOD CAPITAL MANAGEMENT LLC | NEW YORK, NY | ASSET MANAGEMENT | $1,629,119 |
| CERITY PARTNERS | NEW YORK, NY | ASSET MANAGEMENT | $886,123 |
2022 · 5 contractors · $15.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $7,077,352 |
| DALTON INVESTMENTS INC | SANTA MONICA, CA | ASSET MANAGEMENT | $2,631,631 |
| BASSWOOD CAPITAL MANAGEMENT LLC | NEW YORK, NY | ASSET MANAGEMENT | $2,028,471 |
| GRAYSTONE CONSULTING LTD MORGAN STANLEY | BALTIMORE, MD | ASSET MANAGEMENT | $1,835,607 |
| NATURAL INVESTMENTS LLC | WINDSOR, CA | ASSET MANAGEMENT | $1,605,783 |
2021 · 5 contractors · $9.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $4,985,847 |
| GRAYSTONE CONSULTING LTD MORGAN STANLEY | BALTIMORE, MD | ASSET MANAGEMENT | $1,687,476 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $980,325 |
| JORDAN PARK GROUP LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $837,968 |
| WETHERBY ASSET MANAGEMENT | SAN FRANCISCO, CA | ASSET MANAGEMENT | $656,154 |
2020 · 5 contractors · $6.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVCIES | $3,199,977 |
| GRAYSTONE CONSULTING LTD N AMERICA REG | BALTIMORE, MD | ASSET MANAGEMENT | $1,674,778 |
| JORDAN PARK GROUP LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $692,752 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $670,382 |
| WETHERBY ASSET MANAGEMENT | SAN FRANCISCO, CA | ASSET MANAGEMENT | $548,083 |
2019 · 5 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $2,868,193 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $824,575 |
| GRAYSTONE CONSULTING LTD | BALTIMORE, MD | ASSET MANAGEMENT | $633,192 |
| WETHERBY ASSET MANAGEMENT | SAN FRANCISCO, CA | ASSET MANAGEMENT | $503,190 |
| JORDAN PARK GROUP LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $486,375 |
2018 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $3,062,442 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $685,244 |
| GRAYSTONE CONSULTING LTD | NEWARK, OH | ASSET MANAGEMENT | $565,710 |
| WETHERBY ASSET MANAGEMENT | SAN FRANCISCO, CA | ASSET MANAGEMENT | $451,253 |
| JORDAN PARK GROUP LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $350,501 |
2017 · 5 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $1,883,579 |
| DALTON INVESTMENTS LLC | SANTA MONICA, CA | ASSET MANAGEMENT | $1,331,207 |
| THE MOSAIC FINANCIAL GROUP | CHICAGO, IL | ASSET MANAGEMENT | $581,556 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $504,973 |
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $327,909 |
2016 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Charles Schwab & Co | San Francisco, CA | Brokerage & Admin Services | $1,371,285 |
| Willett Advisors Llc | New York, NY | Asset Management | $937,560 |
| Baker Street Advisors LLC | San Francisco, CA | Asset Management | $491,625 |
| Hillspire Llc | Palo Alto, CA | Asset Management | $290,492 |
| Jasper Ridge Partners Lp | Fort Worth, TX | Asset Management | $263,578 |
2015 · 5 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SQ Advisors LLc | Naples, FL | Asset Management | $1,449,453 |
| Forest Hill Capital LLC | Little Rock, AR | Asset Management | $1,205,555 |
| Charles Schwab & Co | San Francisco, CA | Brokerage & Admin Services | $1,169,504 |
| Baker Street Advisors LLC | San Francisco, CA | Asset Management | $463,671 |
| Silvercrest Asset Management | New York, NY | Asset Management | $274,018 |
2014 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| DALTON INVESTMENTS | SANTA MONICA, CA | ASSET MANAGEMENT | $5,176,311 |
| CHARLES SCHWAB & CO | SAN FRANCISCO, CA | BROKERAGE & ADMIN SERVICES | $1,676,964 |
| FOREST HILL CAPITAL LLC | LITTLE ROCK, AR | ASSET MANAGEMENT | $477,224 |
| BAKER STREET ADVISORS LLC | SAN FRANCISCO, CA | ASSET MANAGEMENT | $453,396 |
| KPMG LLP | RICHARDSON, TX | PROFESSIONAL SERVICES | $440,576 |
Paid as a vendor by
Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.
| Year | Paid by | Service | Paid | Filing |
|---|---|---|---|---|
| 2009 | DAVID C COOK | AUTHOR | $453,987 | view vendor page |
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 · 64,697 grants to organizations · $8.62B
Listed grants add up to $8,622,080,209; the return's “grants paid” expense line says $8,872,852,963. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 55,292 grants to organizations · $6.37B
Listed grants add up to $6,367,676,422; the return's “grants paid” expense line says $6,623,957,198. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 48,202 grants to organizations · $4.89B
Listed grants add up to $4,887,986,738; the return's “grants paid” expense line says $5,054,990,437. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 46,203 grants to organizations · $4.55B
Listed grants add up to $4,552,267,447; the return's “grants paid” expense line says $4,707,901,363. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 43,138 grants to organizations · $3.61B
Listed grants add up to $3,613,203,105; the return's “grants paid” expense line says $3,722,060,645. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 34,986 grants to organizations · $3.19B
Listed grants add up to $3,193,966,458; the return's “grants paid” expense line says $3,297,355,695. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 28,561 grants to organizations · $2.38B
Listed grants add up to $2,381,406,836; the return's “grants paid” expense line says $2,478,188,431. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 25,768 grants to organizations · $1.79B
Listed grants add up to $1,788,311,290; the return's “grants paid” expense line says $1,869,792,228. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 22,593 grants to organizations · $1.27B
Listed grants add up to $1,271,273,010; the return's “grants paid” expense line says $1,565,163,847. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 19,189 grants to organizations · $1.12B
Listed grants add up to $1,118,597,368; the return's “grants paid” expense line says $1,171,832,217. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 17,572 grants to organizations · $1.00B
Listed grants add up to $1,003,053,432; the return's “grants paid” expense line says $1,052,345,146. 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 | ||||||||
| $11,676,597,614 | $9,021,577,700 | $47,548,536,893 | $47,423,866,339 | $11,107,205,900 | $0 | $2,663,022 | 226 | 0 |
| 2023 · Form 990 | ||||||||
| $9,661,652,588 | $6,747,958,156 | $41,110,879,271 | $41,046,510,637 | $9,313,959,950 | $0 | $2,791,347 | 194 | 0 |
| 2022 · Form 990 | ||||||||
| $7,651,350,396 | $5,162,915,749 | $31,640,075,723 | $31,571,291,102 | $7,319,326,897 | $0 | $2,673,786 | 185 | 0 |
| 2021 · Form 990 | ||||||||
| $10,074,660,178 | $4,800,912,221 | $26,434,828,018 | $26,397,306,365 | $9,756,212,341 | $0 | $2,437,574 | 165 | 0 |
| 2021 · Form 990 | ||||||||
| $0 | $0 | $70,160 | $70,160 | $0 | $0 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $7,273,065,868 | $3,790,337,657 | $25,563,977,627 | $25,526,580,620 | $7,127,941,784 | $0 | $2,131,067 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $4,885,079,278 | $3,353,115,616 | $17,157,797,480 | $17,131,571,707 | $4,726,676,097 | $0 | $2,573,275 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $4,558,510,409 | $2,524,294,424 | $15,316,830,044 | $15,210,991,835 | $4,364,889,684 | $0 | $2,784,629 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $3,465,939,041 | $1,916,641,526 | $12,912,865,793 | $12,895,528,852 | $3,349,182,315 | $0 | $2,352,105 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $3,147,045,622 | $1,595,320,832 | $10,634,353,155 | $10,616,613,630 | $3,078,088,538 | $0 | $2,272,156 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $2,018,516,668 | $1,198,758,599 | $8,077,436,907 | $8,058,243,095 | $1,922,695,881 | $0 | $2,023,060 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $2,168,764,281 | $1,079,216,044 | $7,529,406,703 | $7,520,206,261 | $2,108,679,877 | $0 | $1,703,076 | 3 | 0 |
Funders of this organization
294 grantors reported grants to this organization, $5,891,421,053 in all, tax years 2009 to 2025; the 25 largest shown (all 294). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2024 | 9 | $1,190,936,739 | 2024 | $117,840,716 | show |
| JASPER RIDGE CHARITABLE FUND | DAF sponsor | Exact | 2020-2022 | 3 | $790,591,280 | 2022 | $750,591,280 | show |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2010-2024 | 15 | $631,440,575 | 2024 | $5,824,989 | show |
| Marble Freedom Trust | Public charity | Exact | 2020-2024 | 5 | $605,200,000 | 2024 | $157,650,000 | show |
| DECHOMAI FOUNDATION INC | DAF sponsor | Exact | 2010-2012, 2020-2022, 2024 | 7 | $470,822,529 | 2024 | $135,972,633 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2014-2024 | 13 | $456,580,429 | 2024 | $43,578,702 | show |
| SANDLER FOUNDATION | Public charity | Exact | 2009-2024 | 20 | $265,097,835 | 2024 | $100,000 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2016-2024 | 15 | $186,476,261 | 2024 | $102,850,203 | show |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | DAF sponsor | Exact | 2017-2024 | 8 | $177,209,232 | 2024 | $12,343,657 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020-2024 | 5 | $122,174,732 | 2024 | $46,308,571 | show |
| SAN FRANCISCO FOUNDATION | DAF sponsor | Exact | 2010, 2012, 2014-2019, 2021-2024 | 13 | $68,172,411 | 2024 | $1,631,683 | show |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | DAF sponsor | Exact | 2012-2024 | 13 | $67,404,736 | 2024 | $14,017,531 | show |
| THE BESSEMER GIVING FUND | DAF sponsor | Exact | 2012, 2019, 2021-2024 | 6 | $59,689,693 | 2024 | $575,251 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2013-2023 | 32 | $54,180,817 | 2023 | $20,627,379 | show |
| CALIFORNIA COMMUNITY FOUNDATION | DAF sponsor | Exact | 2009-2024 | 17 | $47,095,948 | 2024 | $5,669,606 | show |
| GREATER HOUSTON COMMUNITY FOUNDATION | DAF sponsor | Exact | 2014-2015, 2018-2019, 2021-2024 | 9 | $44,202,776 | 2024 | $10,229 | show |
| Rule of Law Trust | Public charity | Exact | 2022-2024 | 3 | $43,750,000 | 2024 | $13,750,000 | show |
| SERVANT FOUNDATION | DAF sponsor | Exact | 2019, 2021-2024 | 5 | $38,965,014 | 2024 | $198,221 | show |
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES | DAF sponsor | Exact | 2010-2024 | 15 | $30,192,559 | 2024 | $2,091,383 | show |
| RAYMOND JAMES CHARITABLE ENDOWMENT FUND | DAF sponsor | Exact | 2012-2024 | 13 | $29,458,989 | 2024 | $6,818,896 | show |
| FIDUCIARY CHARITABLE FOUNDATION | DAF sponsor | Exact | 2022-2024 | 3 | $28,820,616 | 2024 | $250,000 | show |
| THE COMMUNITY FOUNDATION OF LOUISVILLE INC | DAF sponsor | Exact | 2014, 2016, 2021 | 4 | $28,705,803 | 2021 | $3,622,023 | show |
| 2040 FOUNDATION INC | Public charity | Exact | 2016-2024 | 9 | $26,792,376 | 2024 | $650,000 | show |
| THE SEATTLE FOUNDATION | DAF sponsor | Exact | 2014, 2016, 2019, 2021-2024 | 28 | $22,157,221 | 2024 | $3,115,088 | show |
| THE US CHARITABLE GIFT TRUST | DAF sponsor | Exact | 2011-2014, 2023-2024 | 7 | $20,097,666 | 2024 | $13,363,046 | 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 |
|---|---|---|---|---|---|---|---|
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | NY | T30 | $6,592,899,306 | $3,113,313,637 | DIRECTOR-CHAIR | $0 | Same NTEE code T30, revenue within 2x |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | GA | T30 | $3,300,091,756 | $2,701,290,053 | TREASURER | $384,677 | Same NTEE code T30, revenue within 5x |
| AMERICAN ONLINE GIVING FOUNDATION INC | DE | T30 | $2,065,545,703 | $2,187,437,365 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T30, revenue within 10x |
| AMG CHARITABLE GIFT FOUNDATION | CO | T30 | $30,101,162 | $16,505,515 | VP/SECRETARY | $399,971 | Same NTEE code T30, revenue differs more than 10x, same state |
| NATIONAL FOUNDATION INC | CO | T30 | $9,401,857 | $9,543,339 | CEO | $558,577 | Same NTEE code T30, revenue differs more than 10x, same state |
| THE NEW HORIZONS FOUNDATION INC | CO | T30 | $68,690,282 | $50,788,577 | CFO & Corporate Secretary | $178,477 | Same NTEE code T30, revenue differs more than 10x, same state |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | CO | T30 | $6,095,136 | $5,757,320 | EXECUTIVE DI | $138,001 | Same NTEE code T30, revenue differs more than 10x, same state |
| COLORADO SCHOOLS FUND | CO | T30 | $12,983,269 | $4,399,031 | CEO | $210,000 | Same NTEE code T30, revenue differs more than 10x, same state |
| THE SUMMIT FOUNDATION | CO | T30 | $9,046,610 | $6,686,718 | FORMER EXECUTIVE DIRECTOR | $217,341 | Same NTEE code T30, revenue differs more than 10x, same state |
| COLORADO SPRINGS HEALTH FOUNDATION | CO | T30 | $21,844,203 | $7,272,428 | Executive Director | $203,752 | Same NTEE code T30, revenue differs more than 10x, same state |
| TELECOMPIONEERS | CO | T30 | $8,141,636 | $11,802,230 | EXECUTIVE DI | $100,000 | Same NTEE code T30, revenue differs more than 10x, same state |
| PAYPAL CHARITABLE GIVING FUND | DC | T30 | $813,412,937 | $811,512,917 | CEO | $221,784 | Same NTEE code T30, revenue differs more than 10x, similar name |
| STIFEL CHARITABLE INC | MO | T30 | $340,456,080 | $59,492,056 | EXECUTIVE DIRECTOR | $182,339 | Same NTEE code T30, revenue differs more than 10x |
| INDEPENDENT CHARITABLE GIFT FUND | OH | T30 | $198,305,368 | $70,743,867 | PRESIDENT/CHIEF EXECUTIVE OFFICER | $199,385 | Same NTEE code T30, revenue differs more than 10x |
| GLOBAL CHARITABLE FUND | IL | T30 | $42,354,355 | $41,736,670 | Executive Officer | $0 | Same NTEE code T30, revenue differs more than 10x |
| JOHNSON CHARITABLE GIFT FUND | OH | T30 | $94,460,432 | $49,969,469 | DIRECTOR, PR | $0 | Same NTEE code T30, revenue differs more than 10x |
| PEW CHARITABLE TRUSTS | DC | T30 | $467,971,224 | $392,066,052 | President and CEO | $1,286,231 | Same NTEE code T30, revenue differs more than 10x |
| FIFTH THIRD CHARITABLE GIFT FUND | MI | T30 | $22,635,118 | $22,216,357 | TRUSTEE | $0 | Same NTEE code T30, revenue differs more than 10x |
| GOLDMAN SACHS CHARITABLE GIFT FUND | NY | T30 | $343,229,340 | $238,694,707 | CHAIRMAN/DIRECTOR | $0 | Same NTEE code T30, revenue differs more than 10x |
| BNY MELLON CHARITABLE GIFT FUND | MA | T30 | $284,885,079 | $729,328,475 | DIRECTOR | $0 | Same NTEE code T30, revenue differs more than 10x |
| CLOSEHAUL CAPITAL CHARITABLE | FL | T30 | $24,631,000 | $20,266,000 | Board member | $0 | Same NTEE code T30, revenue differs more than 10x |
| NATIONAL CHARITABLE ENDOWMENT INC | CT | T30 | $55,181,131 | $8,580,873 | PRESIDENT | $0 | Same NTEE code T30, revenue differs more than 10x |
| CHARITABLE ASSETS TR | TX | T30 | $274,516,667 | $55,692,790 | TRUSTEE | $0 | Same NTEE code T30, revenue differs more than 10x |
| AIR FORCE VILLAGES CHARITABLE FOUNDATION | TX | T30 | $7,275,952 | $2,601,344 | CHIEF EXECUTIVE OFFICER | $397,396 | Same NTEE code T30, revenue differs more than 10x |
| YHB CHARITABLE ENDOWMENT INC | CT | T30 | $6,807,781 | $2,725,709 | PRESIDENT | $0 | Same NTEE code T30, revenue differs more than 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).
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 · $9,021,577,700 spent · pay $40,592,886 · grants $8,872,852,963 · events $1,153,556
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $8,764,086,228 | $8,764,086,228 | - | - | 97.1% | |
| Grants outside the US | $108,766,735 | $108,766,735 | - | - | 1.2% | |
| Fees: investment management | $61,372,858 | $61,372,858 | - | - | 0.7% | |
| Other salaries and wages | $29,456,825 | $22,092,618 | $3,240,251 | $4,123,956 | 0.3% | |
| Information technology | $18,947,095 | $18,947,095 | - | - | 0.2% | |
| Other (as described) | ADMINISTRATIVE FEE EXP | $10,879,472 | $8,159,604 | $2,719,868 | - | 0.1% |
| Advertising and promotion | $6,877,640 | - | - | $6,877,640 | 0.1% | |
| Other employee benefits | $6,068,848 | $4,551,636 | $667,573 | $849,639 | 0.1% | |
| Fees: management | $2,759,329 | $2,069,497 | $303,526 | $386,306 | 0.0% | |
| Pay: officers, directors, trustees, key employees | $2,663,022 | $1,997,267 | $292,932 | $372,823 | 0.0% | |
| Payroll taxes | $2,404,191 | $1,803,143 | $264,461 | $336,587 | 0.0% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $2,232,588 | $2,232,588 | - | - | 0.0% |
| Fees: other services | $1,237,003 | $1,237,003 | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,153,556 | - | $407,066 | $746,490 | 0.0% | |
| Travel | $872,787 | $654,590 | $96,007 | $122,190 | 0.0% | |
| Other (as described) | COMMISSIONS | $551,703 | $551,703 | - | - | 0.0% |
| Fees: accounting | $440,674 | - | $440,674 | - | 0.0% | |
| Insurance | $396,886 | - | $396,886 | - | 0.0% | |
| Office expenses | $259,902 | $194,926 | $28,589 | $36,387 | 0.0% | |
| Fees: legal | $150,358 | $120,286 | $30,072 | - | 0.0% | |
| Total | $9,021,577,700 | 100% |
2023 · Form 990 · $6,747,958,156 spent · pay $34,136,415 · grants $6,623,957,198 · events $949,055
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,564,566,212 | $6,564,566,212 | - | - | 97.3% | |
| Grants outside the US | $59,390,986 | $59,390,986 | - | - | 0.9% | |
| Fees: investment management | $47,588,220 | $47,588,220 | - | - | 0.7% | |
| Other salaries and wages | $24,264,154 | $19,352,109 | $1,788,636 | $3,123,409 | 0.4% | |
| Information technology | $20,122,938 | $20,122,938 | - | - | 0.3% | |
| Other (as described) | ADMINISTRATIVE FEE EXP | $8,709,352 | $6,532,014 | $2,177,338 | - | 0.1% |
| Advertising and promotion | $5,682,547 | - | - | $5,682,547 | 0.1% | |
| Other employee benefits | $5,116,040 | $3,837,030 | $562,764 | $716,246 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,791,347 | $939,517 | $1,187,469 | $664,361 | 0.0% | |
| Fees: management | $2,472,002 | $1,854,002 | $271,920 | $346,080 | 0.0% | |
| Payroll taxes | $1,964,874 | $1,473,655 | $216,137 | $275,082 | 0.0% | |
| Fees: other services | $1,237,278 | $1,237,278 | - | - | 0.0% | |
| Conferences, conventions and meetings | $949,055 | - | $239,737 | $709,318 | 0.0% | |
| Travel | $531,071 | $398,303 | $58,418 | $74,350 | 0.0% | |
| Office expenses | $488,467 | $366,350 | $53,731 | $68,386 | 0.0% | |
| Other (as described) | COMMISSIONS | $469,051 | $469,051 | - | - | 0.0% |
| Fees: legal | $451,468 | $361,174 | $90,294 | - | 0.0% | |
| Fees: accounting | $444,076 | - | $444,076 | - | 0.0% | |
| Insurance | $370,206 | - | $370,206 | - | 0.0% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $348,812 | $348,812 | - | - | 0.0% |
| Total | $6,747,958,156 | 100% |
2022 · Form 990 · $5,162,915,749 spent · pay $30,182,550 · grants $5,054,990,437 · events $580,565
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,006,192,989 | $5,006,192,989 | - | - | 97.0% | |
| Grants outside the US | $48,797,448 | $48,797,448 | - | - | 0.9% | |
| Fees: investment management | $41,368,498 | $41,368,498 | - | - | 0.8% | |
| Other salaries and wages | $20,871,436 | $15,444,863 | $2,295,858 | $3,130,715 | 0.4% | |
| Information technology | $18,637,384 | $18,637,384 | - | - | 0.4% | |
| Other (as described) | ADMINISTRATIVE FEE EXPE | $7,132,396 | $5,349,297 | $1,783,099 | - | 0.1% |
| Advertising and promotion | $5,127,308 | - | - | $5,127,308 | 0.1% | |
| Other employee benefits | $4,882,645 | $3,613,157 | $537,091 | $732,397 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,673,786 | $1,978,602 | $294,116 | $401,068 | 0.1% | |
| Fees: management | $1,931,718 | $1,429,471 | $212,489 | $289,758 | 0.0% | |
| Payroll taxes | $1,754,683 | $1,298,466 | $193,015 | $263,202 | 0.0% | |
| Fees: other services | $648,911 | $648,911 | - | - | 0.0% | |
| Conferences, conventions and meetings | $580,565 | - | $171,398 | $409,167 | 0.0% | |
| Travel | $541,622 | $400,800 | $59,579 | $81,243 | 0.0% | |
| Other (as described) | COMMISSIONS | $479,115 | $479,115 | - | - | 0.0% |
| Fees: accounting | $384,391 | - | $384,391 | - | 0.0% | |
| Fees: legal | $369,442 | $295,554 | $73,888 | - | 0.0% | |
| Office expenses | $325,669 | $240,995 | $35,824 | $48,850 | 0.0% | |
| Insurance | $195,284 | - | $195,284 | - | 0.0% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $20,459 | - | $20,459 | - | 0.0% |
| Total | $5,162,915,749 | 100% |
2021 · Form 990 · $4,800,912,221 spent · pay $23,807,743 · grants $4,707,901,363 · events $253,225
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,669,020,723 | $4,669,020,723 | - | - | 97.3% | |
| Fees: investment management | $39,730,107 | $39,730,107 | - | - | 0.8% | |
| Grants outside the US | $38,880,640 | $38,880,640 | - | - | 0.8% | |
| Information technology | $16,162,924 | $16,162,924 | - | - | 0.3% | |
| Other salaries and wages | $16,051,107 | $13,409,827 | $1,005,557 | $1,635,723 | 0.3% | |
| Other (as described) | ADMINISTRATIVE FEE EXP | $6,314,935 | $4,736,201 | $1,578,734 | - | 0.1% |
| Other employee benefits | $3,866,878 | $2,977,496 | $425,357 | $464,025 | 0.1% | |
| Advertising and promotion | $2,651,087 | - | - | $2,651,087 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,437,574 | $826,457 | $1,028,198 | $582,919 | 0.1% | |
| Payroll taxes | $1,452,184 | $1,118,182 | $159,740 | $174,262 | 0.0% | |
| Office expenses | $1,277,591 | $983,745 | $140,535 | $153,311 | 0.0% | |
| Fees: management | $1,039,362 | $800,309 | $114,330 | $124,723 | 0.0% | |
| Other (as described) | COMMISSIONS | $601,925 | $601,925 | - | - | 0.0% |
| Fees: accounting | $369,182 | - | $369,182 | - | 0.0% | |
| Travel | $267,243 | $205,777 | $29,397 | $32,069 | 0.0% | |
| Conferences, conventions and meetings | $253,225 | - | $149,652 | $103,573 | 0.0% | |
| Fees: other services | $225,964 | $225,964 | - | - | 0.0% | |
| Fees: legal | $167,745 | $134,196 | $33,549 | - | 0.0% | |
| Insurance | $139,396 | - | $139,396 | - | 0.0% | |
| Other (as described) | UNRELATED BUS. INC. TAX | $2,429 | - | $2,429 | - | 0.0% |
| Total | $4,800,912,221 | 100% |
2020 · Form 990 · $3,790,337,657 spent · pay $18,830,087 · grants $3,722,060,645 · events $199,791
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,703,307,581 | $3,703,307,581 | - | - | 97.7% | |
| Fees: investment management | $28,531,603 | $28,531,603 | - | - | 0.8% | |
| Grants outside the US | $18,753,064 | $18,753,064 | - | - | 0.5% | |
| Other salaries and wages | $12,456,063 | $8,932,960 | $1,801,630 | $1,721,473 | 0.3% | |
| Information technology | $11,216,133 | $11,216,133 | - | - | 0.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $3,746,427 | $2,809,820 | $936,607 | - | 0.1% |
| Other employee benefits | $3,141,482 | $2,090,889 | $549,171 | $501,422 | 0.1% | |
| Advertising and promotion | $3,056,591 | - | - | $3,056,591 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,131,067 | $775,857 | $748,384 | $606,826 | 0.1% | |
| Payroll taxes | $1,101,475 | $733,113 | $192,552 | $175,810 | 0.0% | |
| Fees: management | $558,764 | $371,899 | $97,679 | $89,186 | 0.0% | |
| Office expenses | $557,435 | $371,014 | $97,447 | $88,974 | 0.0% | |
| Other (as described) | COMMISSIONS | $541,539 | $541,539 | - | - | 0.0% |
| Fees: legal | $320,093 | $256,074 | $64,019 | - | 0.0% | |
| Fees: accounting | $295,837 | - | $295,837 | - | 0.0% | |
| Fees: other services | $293,757 | $293,757 | - | - | 0.0% | |
| Conferences, conventions and meetings | $199,791 | - | $180,601 | $19,190 | 0.0% | |
| Insurance | $88,449 | - | $88,449 | - | 0.0% | |
| Other (as described) | UNRELATED BUSINESS INCO | $21,421 | - | $21,421 | - | 0.0% |
| Travel | $19,085 | $12,703 | $3,336 | $3,046 | 0.0% | |
| Total | $3,790,337,657 | 100% |
2019 · Form 990 · $3,353,115,616 spent · pay $16,300,866 · grants $3,297,355,695 · events $348,253
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,287,088,818 | $3,287,088,818 | - | - | 98.0% | |
| Fees: investment management | $20,780,366 | $20,780,366 | - | - | 0.6% | |
| Information technology | $10,829,825 | $10,829,825 | - | - | 0.3% | |
| Grants outside the US | $10,266,877 | $10,266,877 | - | - | 0.3% | |
| Other salaries and wages | $9,821,874 | $7,136,690 | $1,308,913 | $1,376,271 | 0.3% | |
| Other employee benefits | $2,977,397 | $1,981,678 | $520,487 | $475,232 | 0.1% | |
| Advertising and promotion | $2,730,362 | - | - | $2,730,362 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,573,275 | $1,113,202 | $857,914 | $602,159 | 0.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $2,456,451 | $1,842,338 | $614,113 | - | 0.1% |
| Payroll taxes | $928,320 | $617,866 | $162,282 | $148,172 | 0.0% | |
| Office expenses | $574,235 | $382,196 | $100,384 | $91,655 | 0.0% | |
| Other (as described) | COMMISSIONS | $555,848 | $555,848 | - | - | 0.0% |
| Conferences, conventions and meetings | $348,253 | - | $89,439 | $258,814 | 0.0% | |
| Fees: other services | $315,986 | $315,986 | - | - | 0.0% | |
| Fees: management | $298,429 | $198,627 | $52,169 | $47,633 | 0.0% | |
| Fees: accounting | $267,115 | - | $267,115 | - | 0.0% | |
| Travel | $192,868 | $128,368 | $33,716 | $30,784 | 0.0% | |
| Insurance | $84,832 | - | $84,832 | - | 0.0% | |
| Fees: legal | $24,485 | $19,588 | $4,897 | - | 0.0% | |
| Total | $3,353,115,616 | 100% |
2018 · Form 990 · $2,524,294,424 spent · pay $12,254,794 · grants $2,478,188,431 · events $432,540
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,462,494,073 | $2,462,494,073 | - | - | 97.6% | |
| Fees: investment management | $17,852,019 | $17,852,019 | - | - | 0.7% | |
| Grants outside the US | $15,694,358 | $15,694,358 | - | - | 0.6% | |
| Information technology | $7,432,921 | $7,432,921 | - | - | 0.3% | |
| Other salaries and wages | $6,538,383 | $4,995,052 | $312,417 | $1,230,914 | 0.3% | |
| Advertising and promotion | $2,822,599 | - | - | $2,822,599 | 0.1% | |
| Pay: officers, directors, trustees, key employees | $2,784,629 | $1,158,136 | $899,575 | $726,918 | 0.1% | |
| Other employee benefits | $2,266,070 | $1,495,606 | $294,589 | $475,875 | 0.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $2,112,554 | $1,584,416 | $528,138 | - | 0.1% |
| Fees: other services | $1,040,764 | $1,040,764 | - | - | 0.0% | |
| Other (as described) | COMMISSIONS | $814,792 | $814,792 | - | - | 0.0% |
| Payroll taxes | $665,712 | $439,370 | $86,543 | $139,799 | 0.0% | |
| Conferences, conventions and meetings | $432,540 | - | $27,960 | $404,580 | 0.0% | |
| Office expenses | $360,061 | $237,640 | $46,807 | $75,614 | 0.0% | |
| Fees: management | $351,792 | $232,183 | $45,733 | $73,876 | 0.0% | |
| Travel | $268,470 | $177,190 | $34,901 | $56,379 | 0.0% | |
| Fees: accounting | $247,204 | - | $247,204 | - | 0.0% | |
| Insurance | $79,017 | - | $79,017 | - | 0.0% | |
| Fees: legal | $47,128 | $37,702 | $9,426 | - | 0.0% | |
| Other (as described) | UBIT | -$10,662 | -$10,662 | - | - | -0.0% |
| Total | $2,524,294,424 | 100% |
2017 · Form 990 · $1,916,641,526 spent · pay $9,570,572 · grants $1,869,792,228 · events $401,302
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,862,828,450 | $1,862,828,450 | - | - | 97.2% | |
| Fees: investment management | $24,633,863 | $24,633,863 | - | - | 1.3% | |
| Grants outside the US | $6,963,778 | $6,963,778 | - | - | 0.4% | |
| Information technology | $5,616,635 | $5,616,635 | - | - | 0.3% | |
| Other salaries and wages | $5,005,913 | $3,807,232 | $228,145 | $970,536 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $2,352,105 | $1,049,059 | $728,398 | $574,648 | 0.1% | |
| Advertising and promotion | $1,894,996 | - | - | $1,894,996 | 0.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,721,012 | $1,290,759 | $430,253 | - | 0.1% |
| Other employee benefits | $1,685,777 | $1,112,613 | $219,151 | $354,013 | 0.1% | |
| Fees: other services | $996,245 | $996,245 | - | - | 0.1% | |
| Other (as described) | COMMISSIONS | $843,598 | $843,598 | - | - | 0.0% |
| Payroll taxes | $526,777 | $347,673 | $68,481 | $110,623 | 0.0% | |
| Conferences, conventions and meetings | $401,302 | - | $69,399 | $331,903 | 0.0% | |
| Office expenses | $280,587 | $185,188 | $36,476 | $58,923 | 0.0% | |
| Fees: management | $259,641 | $171,363 | $33,753 | $54,525 | 0.0% | |
| Travel | $238,075 | $157,129 | $30,950 | $49,996 | 0.0% | |
| Fees: accounting | $225,454 | - | $225,454 | - | 0.0% | |
| Insurance | $65,538 | - | $65,538 | - | 0.0% | |
| Fees: legal | $56,888 | $45,510 | $11,378 | - | 0.0% | |
| Other (as described) | OTHER | $43,111 | $43,111 | - | - | 0.0% |
| Other (as described) | UBIT | $1,781 | $1,781 | - | - | 0.0% |
| Total | $1,916,641,526 | 100% |
2016 · Form 990 · $1,595,320,832 spent · pay $8,346,727 · grants $1,565,163,847 · events $515,414
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,559,495,632 | $1,559,495,632 | - | - | 97.8% | |
| Fees: investment management | $11,135,210 | $11,135,210 | - | - | 0.7% | |
| Grants outside the US | $5,668,215 | $5,668,215 | - | - | 0.4% | |
| Other salaries and wages | $5,625,946 | $3,730,002 | $908,028 | $987,916 | 0.4% | |
| Information technology | $5,110,524 | $5,110,524 | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $2,272,156 | $945,250 | $759,922 | $566,984 | 0.1% | |
| Other (as described) | Administrative Fees | $1,088,668 | $816,501 | $272,167 | - | 0.1% |
| Advertising and promotion | $1,048,328 | - | - | $1,048,328 | 0.1% | |
| Other (as described) | CommiSsions | $825,044 | $825,044 | - | - | 0.1% |
| Fees: other services | $610,982 | $610,982 | - | - | 0.0% | |
| Conferences, conventions and meetings | $515,414 | - | $28,081 | $487,333 | 0.0% | |
| Payroll taxes | $448,625 | $297,439 | $72,408 | $78,778 | 0.0% | |
| Office expenses | $424,571 | $281,490 | $68,526 | $74,555 | 0.0% | |
| Fees: management | $275,576 | $182,707 | $44,478 | $48,391 | 0.0% | |
| Other (as described) | Other | $233,112 | $233,112 | - | - | 0.0% |
| Fees: accounting | $229,300 | - | $229,300 | - | 0.0% | |
| Travel | $128,317 | $85,074 | $20,710 | $22,533 | 0.0% | |
| Fees: legal | $67,491 | $53,993 | $13,498 | - | 0.0% | |
| Insurance | $62,725 | - | $62,725 | - | 0.0% | |
| Other (as described) | UBIT | $54,996 | $54,996 | - | - | 0.0% |
| Total | $1,595,320,832 | 100% |
2015 · Form 990 · $1,198,758,599 spent · pay $7,216,451 · grants $1,171,832,217 · events $280,220
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,166,160,224 | $1,166,160,224 | - | - | 97.3% | |
| Fees: investment management | $10,532,281 | $10,532,281 | - | - | 0.9% | |
| Grants outside the US | $5,671,993 | $5,671,993 | - | - | 0.5% | |
| Other salaries and wages | $4,789,514 | $3,284,054 | $442,255 | $1,063,205 | 0.4% | |
| Information technology | $3,604,439 | $3,604,439 | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $2,023,060 | $902,849 | $612,164 | $508,047 | 0.2% | |
| Advertising and promotion | $1,404,830 | - | - | $1,404,830 | 0.1% | |
| Other (as described) | Administrative Fees | $1,169,504 | $877,128 | $292,376 | - | 0.1% |
| Other (as described) | CommiSsions | $793,116 | $793,116 | - | - | 0.1% |
| Fees: other services | $486,529 | $486,529 | - | - | 0.0% | |
| Fees: management | $471,236 | $292,166 | $75,398 | $103,672 | 0.0% | |
| Payroll taxes | $403,877 | $250,404 | $64,620 | $88,853 | 0.0% | |
| Fees: accounting | $284,375 | - | $284,375 | - | 0.0% | |
| Conferences, conventions and meetings | $280,220 | - | $43,937 | $236,283 | 0.0% | |
| Office expenses | $210,499 | $130,509 | $33,680 | $46,310 | 0.0% | |
| Travel | $186,969 | $115,921 | $29,915 | $41,133 | 0.0% | |
| Other (as described) | Other | $127,427 | $127,427 | - | - | 0.0% |
| Fees: legal | $96,777 | $77,422 | $19,355 | - | 0.0% | |
| Insurance | $61,729 | - | $61,729 | - | 0.0% | |
| Total | $1,198,758,599 | 100% |
2014 · Form 990 · $1,079,216,044 spent · pay $5,691,790 · grants $1,052,345,146 · events $197,676
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,047,965,736 | $1,047,965,736 | - | - | 97.1% | |
| Fees: investment management | $13,274,986 | $13,274,986 | - | - | 1.2% | |
| Grants outside the US | $4,379,410 | $4,379,410 | - | - | 0.4% | |
| Information technology | $4,008,831 | $4,008,831 | - | - | 0.4% | |
| Other salaries and wages | $3,250,497 | $2,089,450 | $388,493 | $772,554 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $1,703,076 | $792,002 | $524,775 | $386,299 | 0.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,049,911 | $787,433 | $262,478 | - | 0.1% |
| Other (as described) | COMMISIONS | $627,054 | $627,054 | - | - | 0.1% |
| Advertising and promotion | $626,984 | - | - | $626,984 | 0.1% | |
| Other employee benefits | $450,029 | $265,517 | $81,005 | $103,507 | 0.0% | |
| Fees: management | $309,191 | $182,423 | $55,654 | $71,114 | 0.0% | |
| Payroll taxes | $288,188 | $170,031 | $51,874 | $66,283 | 0.0% | |
| Fees: other services | $284,648 | $284,648 | - | - | 0.0% | |
| Office expenses | $241,333 | $193,066 | $48,267 | - | 0.0% | |
| Fees: accounting | $223,960 | - | $223,960 | - | 0.0% | |
| Conferences, conventions and meetings | $197,676 | - | $31,131 | $166,545 | 0.0% | |
| Fees: legal | $110,956 | $88,765 | $22,191 | - | 0.0% | |
| Travel | $99,991 | $58,995 | $17,998 | $22,998 | 0.0% | |
| Other (as described) | OTHER | $61,858 | $61,858 | - | - | 0.0% |
| Insurance | $61,729 | - | $61,729 | - | 0.0% | |
| Total | $1,079,216,044 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 128,497 | $11,100,130,032 | $8,868,963,459 | $47,352,597,100 | 26 | $7,075,868 | $3,889,504 | $65,033,924 |
| 2023 · Form 990 | ||||||||
| Yes | 112,188 | $9,300,662,902 | $6,620,548,966 | $40,935,691,414 | 20 | $13,297,048 | $3,408,232 | $49,271,779 |
| 2022 · Form 990 | ||||||||
| Yes | 99,235 | $7,319,326,897 | $5,054,990,437 | $31,536,976,691 | - | - | - | - |
| 2021 · Form 990 | ||||||||
| Yes | 90,449 | $9,756,212,341 | $4,707,901,363 | $26,298,486,985 | - | - | - | - |
| 2020 · Form 990 | ||||||||
| Yes | 76,310 | $7,127,941,784 | $3,722,060,645 | $25,497,385,927 | - | - | - | - |
| 2019 · Form 990 | ||||||||
| Yes | 65,776 | $4,726,676,097 | $3,297,355,695 | $17,116,359,559 | - | - | - | - |
| 2018 · Form 990 | ||||||||
| Yes | 56,323 | $4,364,889,684 | $2,478,188,431 | $15,219,611,881 | - | - | - | - |
| 2017 · Form 990 | ||||||||
| Yes | 47,651 | $3,349,182,315 | $1,869,792,228 | $12,887,007,675 | - | - | - | - |
| 2016 · Form 990 | ||||||||
| Yes | 35,798 | $3,078,088,538 | $1,565,163,847 | $10,614,598,460 | - | - | - | - |
| 2015 · Form 990 | ||||||||
| Yes | 29,666 | $1,922,695,881 | $1,171,832,217 | $8,051,948,785 | - | - | - | - |
| 2014 · Form 990 | ||||||||
| Yes | 25,925 | $2,108,679,877 | $1,052,345,146 | $7,497,294,608 | - | - | - | - |