IVY CHARITABLE FOUNDATION

Cite this

Plain text IVY CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/ivy-charitable-foundation-311685355. Retrieved 2026-10-28.

APA furp.org. (n.d.). IVY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 28, 2026, from https://furp.org/org/ivy-charitable-foundation-311685355

MLA “IVY CHARITABLE FOUNDATION.” furp.org, tax years 2013–2024, https://furp.org/org/ivy-charitable-foundation-311685355. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $184K · expenses $242K · assets $1.4M

EIN
31-1685355
Address
WOODS ROGERS VANDEVENTER BLACK PLC, CHARLOTTESVILLE, VA 22902-0000
NTEE code
B114
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 2000 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA BY PROVIDING FINANCIAL SUPPORT FOR SCIENTIFIC RESEARCH AT THE UNIVERSITY'S HEALTH SCIENCES CENTER, SCHOOL OF ENGINEERING AND APPLIED SCIENCES, AND COLLEGE OF ARTS AND SCIENCES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Kari Evans EXECUTIVE DIRECTOR2020-2024 $104,004$458,018 1
Robert Battle Md CHAIRMAN & PRESIDENT2013-2024 $1,000$12,000 1
Martha Battle Md VICE PRESIDENT & TREASURER2013-2024 $1,000$12,000 1
Alden English SECRETARY2013-2024 $1,000$12,000 2
Dean Gianakos Md DIRECTOR2015-2024 $1,000$10,000 1
Marcus Lewis Martin Ii DIRECTOR2017-2024 $1,000$7,000 1
Melina R Kibbe MD DIRECTOR2022-2024 $1,000$3,000 4
John P Dimarcomd DIRECTOR2024 $1,000$1,000 1
Christopher Kramer Md (former) DIRECTOR2013-2019 $1,000$7,000 1
David S Wilkes MD (former) DIRECTOR2016-2020 $1,000$4,000 5
Melina Kibbee Md (former) DIRECTOR2021 $1,000$1,000 1

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Richard Shannon Md (former) DIRECTOR2014-2015 1 $0 reported 1
Richard Kreitler (former) DIRECTOR2013-2014 1 $0 reported 1
Robert Sofferman Md (former) DIRECTOR2013-2014 1 $0 reported 1
Nancy E Dunlap MD PHD MBA (former) DIRECTOR2013 1 $0 reported 5

People by year

2024 · 8 people listed · 8 paid, $111K · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARI EVANS EXECUTIVE DIRECTOR40 $104,004$0$0 $104,0041
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
MELINA KIBBE MD DIRECTOR1 $1,000$0$0 $1,0004
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
JOHN P DIMARCOMD DIRECTOR1 $1,000$0$0 $1,0001
2023 · 7 people listed · 7 paid, $110K · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARI EVANS EXECUTIVE DIRECTOR40 $104,004$0$0 $104,0041
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
MELINA KIBBE MD DIRECTOR1 $1,000$0$0 $1,0004
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
2022 · 7 people listed · 6 paid, $109K · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARI EVANS EXECUTIVE DIRECTOR40 $104,004$0$0 $104,0041
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
MELINA KIBBE MD DIRECTOR1 $1,000$0$0 $1,0004
MARCUS LEWIS MARTIN II DIRECTOR1 $0$0$0 $01
2021 · 7 people listed · 7 paid, $110K · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARI EVANS EXECUTIVE DIRECTOR40 $104,004$0$0 $104,0041
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
MELINA KIBBEE MD DIRECTOR1 $1,000$0$0 $1,0001
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
2020 · 7 people listed · 7 paid, $48K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARI EVANS EXECUTIVE DIRECTOR40 $42,002$0$0 $42,0021
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
DAVID S WILKES MD DIRECTOR1 $1,000$0$0 $1,0005
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
2019 · 7 people listed · 7 paid, $7K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
CHRISTOPHER KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
DAVID S WILKES MD DIRECTOR1 $1,000$0$0 $1,0005
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
2018 · 7 people listed · 7 paid, $7K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
CHRISTOPHER KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
DAVID S WILKES MD DIRECTOR1 $1,000$0$0 $1,0005
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
2017 · 7 people listed · 6 paid, $6K · 0 employees · 1 volunteer
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
CHRISTOPHER KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
MARCUS LEWIS MARTIN II DIRECTOR1 $1,000$0$0 $1,0001
DAVID S WILKES MD DIRECTOR1 $0$0$0 $05
2016 · 6 people listed · 6 paid, $6K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BATTLE MD CHAIRMAN & PRESIDENT1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
CHRISTOPHER KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
DAVID WILKES MD DIRECTOR1 $1,000$0$0 $1,0005
2015 · 6 people listed · 5 paid, $5K · 0 employees · 1 volunteer
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHRISTOPHER KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
ROBERT BATTLE MD CHAIRMAN1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
DEAN GIANAKOS MD DIRECTOR1 $1,000$0$0 $1,0001
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
RICHARD SHANNON MD DIRECTOR1 $0$0$0 $01
2014 · 7 people listed · 4 paid, $4K · 0 employees · 3 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
CHRISTOPHER M KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
ROBERT BATTLE MD CHAIRMAN1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
RICHARD KREITLER DIRECTOR1 $0$0$0 $01
ROBERT SOFFERMAN MD DIRECTOR1 $0$0$0 $01
RICHARD SHANNON DIRECTOR1 $0$0$0 $01
2013 · 7 people listed · 4 paid, $4K · 0 employees · 3 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALDEN ENGLISH SECRETARY1 $1,000$0$0 $1,0002
CHRISTOPHER M KRAMER MD DIRECTOR1 $1,000$0$0 $1,0001
ROBERT BATTLE MD CHAIRMAN1 $1,000$0$0 $1,0001
MARTHA BATTLE MD VICE PRESIDENT & TREASURER1 $1,000$0$0 $1,0001
RICHARD KREITLER DIRECTOR1 $0$0$0 $01
ROBERT SOFFERMAN MD DIRECTOR1 $0$0$0 $01
NANCY E DUNLAP MD DIRECTOR1 $0$0$0 $05

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 · 1 grant to organizations · $100K
2022 · 1 grant to organizations · $340K
2021 · 1 grant to organizations · $300K
2020 · 1 grant to organizations · $2.3M
2019 · 1 grant to organizations · $250K
2018 · 1 grant to organizations · $250K
2017 · 1 grant to organizations · $250K
2016 · 1 grant to organizations · $250K
2015 · 1 grant to organizations · $250K
2014 · 1 grant to organizations · $250K
2013 · 1 grant to organizations · $250K

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

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$183,953$242,370 $1,370,976$1,370,976 $0$0 $111,00410
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$54,330$148,336 $1,384,405$1,381,593 $0$0 $110,00410
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$212,900$478,253 $1,295,363$1,292,513 $0$0 $109,00410
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$380,892$441,177 $2,118,242$2,114,425 $0$0 $110,00410
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$309,599$2,339,600 $2,063,447$2,063,447 $0$0 $48,00200
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$230,991$302,570 $4,694,864$4,691,864 $0$0 $7,00000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$163,929$303,709 $3,938,151$3,938,151 $0$0 $7,00000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$203,151$302,318 $4,480,229$4,480,229 $0$0 $6,00001
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$232,533$300,985 $4,250,535$4,250,535 $0$0 $6,00000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$224,335$302,287 $4,085,278$4,085,278 $0$0 $5,00001
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$326,275$301,881 $4,457,428$4,457,428 $0$0 $4,00003
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$336,491$304,241 $4,486,570$4,486,570 $0$0 $4,00003

Connected to

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

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
IMAGINE AMERICA FOUNDATIONVAB11 $180,294$123,885 President$50,250 Same NTEE code B11, revenue within 2x, same state
BROADWATER ACADEMY FOUNDATIONVAB11 $209,312$82,336 Chair$0 Same NTEE code B11, revenue within 2x, same state
NORTHAMPTON COUNTY EDUCATION FOUNDATION INCVAB11 $189,337$152,682 DIRECTOR$0 Same NTEE code B11, revenue within 2x, same state
LOUDOUN COUNTY HIGH SCHOOL ATHLETIC BOOSTER CLUBVAB11 $215,491$174,194 PRESIDENT$0 Same NTEE code B11, revenue within 2x, same state
FRIENDS OF ONANCOCK SCHOOLVAB11 $173,519$116,952 PRESIDENT$0 Same NTEE code B11, revenue within 2x, same state
RIVERSIDE ATHLETIC BOOSTER CLUB INCVAB11 $213,104$232,673 President$0 Same NTEE code B11, revenue within 2x, same state
DEEP RUN HIGH SCHOOL ATLETIC BOOSTER CLUB INCVAB11 $166,095$170,197 PRESIDENT$0 Same NTEE code B11, revenue within 2x, same state
BCL FOUNDATION INCWIB11 $182,885$106,249 TREASURER/SECRETARY (THRU APR 2025)$157,819 Same NTEE code B11, revenue within 2x, similar mission
KSU CHARITABLE REAL ESTATE FOUNDATIONKSB11 $168,395$3,729,989 PRESIDENT$521,948 Same NTEE code B11, revenue within 2x, similar name
NEOSHO SCHOOL DISTRICT CHARITABLE FOUNDATIONMOB11 $169,017$112,256 TRUSTEE$0 Same NTEE code B11, revenue within 2x, similar name
NORTHEAST ARKANSAS CHARITABLE FOUNDATION INCARB11 $191,514$101,233 2901 DOYLE, NEWPORT AR 72112$5,400 Same NTEE code B11, revenue within 2x, similar name
MARINE MILITARY ACADEMY FOUNDATIONTXB11 $168,034$331,183 PRESIDENT$247,778 Same NTEE code B11, revenue within 2x, similar mission
PNU FOUNDATION INCNJB11 $200,000$202,622 SECRETARY$0 Same NTEE code B11, revenue within 2x
BEEVILLE EDUCATION FOUNDATIONTXB11 $168,274$63,531 Director$0 Same NTEE code B11, revenue within 2x, similar mission
ICE FOUNDATION INCNYB11 $166,360$88,491 Co-President$0 Same NTEE code B11, revenue within 2x
ARLINGTON EDUCATION FOUNDATION INCNYB11 $162,697$136,286 EXECUTIVE DIRECTOR (FORMER)$19,424 Same NTEE code B11, revenue within 2x
TAPESTRY PUBLIC CHARTER SCHOOL FOUNDATIONGAB11 $187,305$0 Chair$0 Same NTEE code B11, revenue within 2x
TROJAN ATHLETIC FOUNDATION INCARB11 $171,846$136,921 Secretary$0 Same NTEE code B11, revenue within 2x
BFB FOUNDATION INCNCB11 $206,751$224,446 BOARD CHAIR$0 Same NTEE code B11, revenue within 2x
NORTHLAND CHRISTIAN SCHOOL FOUNDATION INCTXB11 $203,450$686,172 SECRETARY$0 Same NTEE code B11, revenue within 2x
VAN ISD EDUCATION FOUNDATION INCTXB11 $164,403$169,254 Executive Dir.$27,000 Same NTEE code B11, revenue within 2x
TATUM EDUCATION FOUNDATION INCTXB11 $168,363$148,144 PRESIDENT$0 Same NTEE code B11, revenue within 2x
UNIVERSITY OF LIVINGSTONIA FOUNDATIONMDB11 $181,616$224,104 President$0 Same NTEE code B11, revenue within 2x, similar mission
AUBURN EDUCATION FOUNDATIONOHB11 $196,100$184,388 PRESIDENT$0 Same NTEE code B11, revenue within 2x
MT VERNON EDUCATION FOUNDATION INCINB11 $175,049$164,548 EXECUTIVE DIRECTOR$0 Same NTEE code B11, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE CHICAGO COMMUNITY TRUST DAF sponsor$3,011,3003 22016–2022 MISSION ACHIEVEMENT AND SUCCESS EDUCATION FOUNDATION INC; WEST DALLAS COMMUNITY SCHOOL FOUNDATION
CHARTER FUND INC DAF sponsor$1,674,8208 12018–2024 MISSION ACHIEVEMENT AND SUCCESS EDUCATION FOUNDATION INC
THE COMMUNITY FOUNDATION OF LOUISVILLE INC DAF sponsor$1,441,00011 12010–2020 KENTUCKIANAWORKS FOUNDATION INC
JPMORGAN CHASE FOUNDATION Private foundation$1,106,49816 82011–2025 KENTUCKIANAWORKS FOUNDATION INC; MT VERNON EDUCATION FOUNDATION INC; ICE FOUNDATION INC; MARINE MILITARY ACADEMY FOUNDATION and 4 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,051,50250 192016–2024 UNIVERSITY OF LIVINGSTONIA FOUNDATION; EL SOL ACADEMY FOUNDATION; PARK VILLAGE ELEMENTARY EDUCATIONAL FOUNDATION; SUNNYVALE ISD EDUCATION FOUNDATION INC and 15 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$934,48548 162019–2025 LYNBROOK EXCELLENCE IN EDUCATION FOUNDATION; E RIVERS EDUCATION FOUNDATION INC; PARK VILLAGE ELEMENTARY EDUCATIONAL FOUNDATION; ARLINGTON EDUCATION FOUNDATION INC and 12 more
UNION CITY COMMUNITY FOUNDATION DAF sponsor$677,90625 12010–2024 UNION CITY AREA SCHOOL DISTRICT FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$674,86538 182014–2024 PENINSULA BRIDGE EDUCATION FOUNDATION; MAUMEE CITY SCHOOLS FOUNDATION; PNU FOUNDATION INC; MT VERNON EDUCATION FOUNDATION INC and 14 more
ERIE COMMUNITY FOUNDATION DAF sponsor$592,47716 22013–2024 FOUNDATION FOR ERIE PUBLIC SCHOOLS; UNION CITY AREA SCHOOL DISTRICT FOUNDATION
TOLEDO COMMUNITY FOUNDATION DAF sponsor$522,2662 12017–2018 MAUMEE CITY SCHOOLS FOUNDATION
TIAA CHARITABLE INC DAF sponsor$500,0001 12019–2019 WILL ROGERS HIGH SCHOOL COMMUNITY FOUNDATION
JAMES GRAHAM BROWN FOUNDATION INC Private foundation$500,0001 12020–2020 KENTUCKIANAWORKS FOUNDATION INC
COMMUNITY FOUNDATION OF SOUTH ALABAMA DAF sponsor$466,0002 12013–2015 BARTON ACADEMY FOUNDATION
STARK COMMUNITY FOUNDATION INC DAF sponsor$449,91015 12010–2024 PLAIN LOCAL SCHOOLS FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$373,9578 12016–2024 EL SOL ACADEMY FOUNDATION

The full list · all similar organizations

Where the money went

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

2024 · Form 990 · $242,370 spent · pay $119,240 · grants $100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $111,004-$111,004- 45.8%
Grants to US organizations and governments $100,000$100,000-- 41.3%
Fees: investment management $13,951-$13,951- 5.8%
Fees: accounting $8,391-$8,391- 3.5%
Payroll taxes $8,236-$8,236- 3.4%
Other (as described)LICENSES AND TAXES $738-$738- 0.3%
Office expenses $50-$50- 0.0%
Total$242,370100%

View the filing

2023 · Form 990 · $148,336 spent · pay $118,115 · grants $0 · events $1,266
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $110,004-$110,004- 74.2%
Fees: accounting $14,195-$14,195- 9.6%
Fees: investment management $12,896-$12,896- 8.7%
Payroll taxes $8,111-$8,111- 5.5%
Office expenses $1,439-$1,439- 1.0%
Conferences, conventions and meetings $1,266-$1,266- 0.9%
Other (as described)LICENSES AND TAXES $425-$425- 0.3%
Total$148,336100%

View the filing

2022 · Form 990 · $478,253 spent · pay $117,023 · grants $340,000 · events $2,944
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $340,000$340,000-- 71.1%
Pay: officers, directors, trustees, key employees $109,004-$109,004- 22.8%
Fees: investment management $16,533-$16,533- 3.5%
Payroll taxes $8,019-$8,019- 1.7%
Conferences, conventions and meetings $2,944-$2,944- 0.6%
Other (as described)LICENSES AND TAXES $720-$720- 0.2%
Fees: accounting $650-$650- 0.1%
Office expenses $383-$383- 0.1%
Total$478,253100%

View the filing

2021 · Form 990 · $441,177 spent · pay $113,982 · grants $300,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $300,000$300,000-- 68.0%
Pay: officers, directors, trustees, key employees $110,004-$110,004- 24.9%
Fees: investment management $19,311-$19,311- 4.4%
Fees: accounting $6,200-$6,200- 1.4%
Payroll taxes $3,978-$3,978- 0.9%
Other (as described)LICENSES AND TAXES $1,112-$1,112- 0.3%
Office expenses $572-$572- 0.1%
Total$441,177100%

View the filing

2020 · Form 990 · $2,339,600 spent · pay $48,002 · grants $2,260,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,260,000$2,260,000-- 96.6%
Pay: officers, directors, trustees, key employees $48,002-$48,002- 2.1%
Fees: investment management $24,495-$24,495- 1.0%
Fees: accounting $5,900-$5,900- 0.3%
Other (as described)LICENSES AND TAXES $1,043-$1,043- 0.0%
Office expenses $160-$160- 0.0%
Total$2,339,600100%

View the filing

2019 · Form 990 · $302,570 spent · pay $7,000 · grants $250,000 · events $1,773
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.6%
Fees: investment management $35,662-$35,662- 11.8%
Pay: officers, directors, trustees, key employees $7,000-$7,000- 2.3%
Fees: other services $6,750-$6,750- 2.2%
Conferences, conventions and meetings $1,773-$1,773- 0.6%
Other (as described)LICENSES AND TAXES $1,385-$1,385- 0.5%
Total$302,570100%

View the filing

2018 · Form 990 · $303,709 spent · pay $7,000 · grants $250,000 · events $1,952
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.3%
Fees: investment management $36,173-$36,173- 11.9%
Fees: other services $7,550-$7,550- 2.5%
Pay: officers, directors, trustees, key employees $7,000-$7,000- 2.3%
Conferences, conventions and meetings $1,952-$1,952- 0.6%
Other (as described)LICENSES AND TAXES $1,034-$1,034- 0.3%
Total$303,709100%

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2017 · Form 990 · $302,318 spent · pay $6,000 · grants $250,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.7%
Fees: investment management $36,533-$36,533- 12.1%
Fees: other services $8,750-$8,750- 2.9%
Pay: officers, directors, trustees, key employees $6,000-$6,000- 2.0%
Other (as described)LICENSES AND TAXES $1,035-$1,035- 0.3%
Total$302,318100%

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2016 · Form 990 · $300,985 spent · pay $6,000 · grants $250,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 83.1%
Fees: investment management $34,669-$34,669- 11.5%
Fees: other services $8,750-$8,750- 2.9%
Pay: officers, directors, trustees, key employees $6,000-$6,000- 2.0%
Other (as described)LICENSES AND TAXES $1,566-$1,566- 0.5%
Total$300,985100%

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2015 · Form 990 · $302,287 spent · pay $5,000 · grants $250,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.7%
Fees: investment management $36,336-$36,336- 12.0%
Fees: other services $8,750-$8,750- 2.9%
Pay: officers, directors, trustees, key employees $5,000-$5,000- 1.7%
Other (as described)LICENSES AND TAXES $2,171-$2,171- 0.7%
Other (as described)BANK FEES $30-$30- 0.0%
Total$302,287100%

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2014 · Form 990 · $301,881 spent · pay $4,000 · grants $250,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.8%
Fees: investment management $37,523-$37,523- 12.4%
Fees: other services $8,800-$8,800- 2.9%
Pay: officers, directors, trustees, key employees $4,000-$4,000- 1.3%
Other (as described)LICENSES AND TAXES $1,558-$1,558- 0.5%
Total$301,881100%

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2013 · Form 990 · $304,241 spent · pay $4,000 · grants $250,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $250,000$250,000-- 82.2%
Fees: investment management $36,082-$36,082- 11.9%
Fees: other services $12,565-$12,565- 4.1%
Pay: officers, directors, trustees, key employees $4,000-$4,000- 1.3%
Other (as described)LICENSES AND TAXES $1,594-$1,594- 0.5%
Total$304,241100%

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