ROBERT B DAUGHERTY FOUNDATION

Cite this

Plain text ROBERT B DAUGHERTY FOUNDATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/robert-b-daugherty-foundation-363766006. Retrieved 2026-10-29.

APA furp.org. (n.d.). ROBERT B DAUGHERTY FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 29, 2026, from https://furp.org/org/robert-b-daugherty-foundation-363766006

MLA “ROBERT B DAUGHERTY FOUNDATION.” furp.org, tax years 2013–2024, https://furp.org/org/robert-b-daugherty-foundation-363766006. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $73.4M · expenses $52.9M · assets $839.7M

EIN
36-3766006
Address
15000 VALMONT PLAZA SUITE 202, OMAHA, NE 68154-5404
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
June 1991 (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 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

17 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
John K Wilson EXECUTIVE DIRECTOR2013-2024 $574,168$5,486,401 1
Kimberly Yungtum DEPUTY EXECUTIVE DIRECTOR2013-2024 $389,304$3,142,055 1
Rebecca Nadgwick CONTROLLER & GRANTS2013-2024 $238,529$2,029,658 1
Sara Semin COMM INV OFFICER2013-2024 $200,945$1,562,771 1
Julie Davis TECH & PROGRAM2019-2024 $223,508$998,303 1
Robert Daugherty Iii TRUSTEE2013-2024 $40,625$465,582 1
Ken Stinson TRUSTEE2013-2024 $35,000$420,000 1
Mogens Bay TRUSTEE2013-2024 $35,000$420,000 1
Megan Fraber EXECUTIVE ASSISTANT2023-2024 $54,918$177,242 1
James Linder TRUSTEE2020-2024 $35,000$148,750 1
Clark Lauritzen TRUSTEE2023-2024 $35,000$70,000 1
F Joseph Daugherty TRUSTEE2023-2024 $35,000$70,000 1
Fred Schott (former) PROGRAM ADVISOR2013-2016 $91,800$361,175 1
F Joe Daugherty (former) TRUSTEE2013-2022 $35,000$350,000 1
Lindsay Shannon (former) EXECUTIVE ASSISTANT2016-2019 $84,743$314,590 1
J Timothy Daugherty (former) trustee2013-2020 $26,250$278,058 1
John Jarrett (former) ASSISTANT CONTROLLER2017-2018 $72,320$130,012 1

People by year

2024 · 12 people listed · 12 paid, $1.9M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $504,039-$70,129 $574,1681
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR40 $318,846-$70,458 $389,3041
REBECCA NADGWICK CONTROLLER & GRANTS40 $181,231-$57,298 $238,5291
JULIE DAVIS TECH & PROGRAM40 $164,231-$59,277 $223,5081
SARA SEMIN COMM INV OFFICER40 $164,231-$36,714 $200,9451
MEGAN FRABER EXECUTIVE ASSISTANT40 $40,923-$13,995 $54,9181
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$5,625 $40,6251
CLARK LAURITZEN TRUSTEE1 $35,000-$0 $35,0001
F JOSEPH DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
JAMES LINDER TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
2023 · 12 people listed · 12 paid, $1.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $479,231-$65,503 $544,7341
Kimberly Yungtum Deputy Executive Director & Chief Grants Officer40 $289,231-$63,140 $352,3711
Rebecca Nadgwick Controller & Grants40 $161,538-$50,906 $212,4441
JULIE DAVIS Tech & Program40 $144,615-$52,472 $197,0871
SARA SEMIN Comm Inv Officer40 $144,615-$32,472 $177,0871
MEGAN FRABER Executive Assistant40 $83,365-$38,959 $122,3241
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$3,820 $38,8201
F JOSEPH DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
JAMES LINDER TRUSTEE1 $35,000-$0 $35,0001
CLARK Lauritzen TRUSTEE1 $35,000-$0 $35,0001
2022 · 10 people listed · 10 paid, $1.6M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $459,307-$61,181 $520,4881
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &40 $269,231-$57,962 $327,1931
REBECCA NADGWICK CONTROLLER/MANAGER40 $149,673-$46,785 $196,4581
JULIE DAVIS TECHNOLOGY OFFICER40 $134,423-$47,986 $182,4091
SARA SEMIN GRANTS RESEARCHER40 $134,615-$29,863 $164,4781
ROBERT DAUGHERTY III TRUSTEE0 $35,000-$4,251 $39,2511
F JOE DAUGHERTY TRUSTEE0 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE0 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
JAMES LINDER TRUSTEE1 $35,000-$0 $35,0001
2021 · 10 people listed · 10 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $441,412-$58,562 $499,9741
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &40 $249,169-$53,588 $302,7571
REBECCA NADGWICK CONTROLLER/MANAGER40 $141,292-$43,726 $185,0181
JULIE DAVIS TECHNOLOGY OFFICER40 $119,688-$44,089 $163,7771
SARA SEMIN GRANTS RESEARCHER40 $124,654-$27,442 $152,0961
ROBERT DAUGHERTY III TRUSTEE0 $35,000-$1,860 $36,8601
F JOE DAUGHERTY TRUSTEE0 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE0 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
JAMES LINDER TRUSTEE1 $35,000-$0 $35,0001
2020 · 11 people listed · 11 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $424,596-$56,426 $481,0221
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &40 $225,704-$48,601 $274,3051
REBECCA NADGWICK CONTROLLER/MANAGER40 $135,352-$40,793 $176,1451
JULIE DAVIS TECHNOLOGY OFFICER40 $110,865-$40,536 $151,4011
SARA SEMIN GRANTS RESEARCHER40 $114,758-$25,325 $140,0831
ROBERT DAUGHERTY III TRUSTEE0 $35,000-$1,776 $36,7761
F JOE DAUGHERTY TRUSTEE0 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE0 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
J TIMOTHY DAUGHERTY trustee0 $26,250-$0 $26,2501
JAMES LINDER TRUSTEE1 $8,750-$0 $8,7501
2019 · 11 people listed · 11 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $409,538-$58,684 $468,2221
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &40 $214,585-$46,743 $261,3281
REBECCA NADGWICK CONTROLLER/MANAGER40 $129,838-$37,679 $167,5171
SARA SEMIN GRANTS RESEARCHER40 $103,185-$24,582 $127,7671
LINDSAY SHANNON EXECUTIVE ASSISTANT40 $60,431-$24,312 $84,7431
JULIE DAVIS TECHNOLOGY OFFICER40 $59,523-$20,598 $80,1211
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$2,860 $37,8601
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2018 · 11 people listed · 11 paid, $1.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $389,616-$59,795 $449,4111
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $196,769-$44,358 $241,1271
REBECCA NADGWICK CONTROLLER/MANAGER40 $122,895-$35,379 $158,2741
SARA SEMIN GRANTS RESEARCHER40 $92,865-$23,862 $116,7271
LINDSAY SHANNON EXECUTIVE ASSISTANT40 $57,452-$24,539 $81,9911
JOHN JARRETT ASSISTANT CONTROLLER40 $60,642-$11,678 $72,3201
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$4,334 $39,3341
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2017 · 11 people listed · 11 paid, $1.2M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $369,634-$57,653 $427,2871
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $184,808-$42,146 $226,9541
REBECCA NADGWICK CONTROLLER/MANAGER40 $117,413-$33,822 $151,2351
SARA SEMIN GRANTS RESEARCHER40 $85,885-$22,580 $108,4651
LINDSAY SHANNON EXECUTIVE ASSISTANT40 $54,952-$22,130 $77,0821
JOHN JARRETT ASSISTANT CONTROLLER40 $48,385-$9,307 $57,6921
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$2,907 $37,9071
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2016 · 11 people listed · 11 paid, $1.2M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $350,831-$55,531 $406,3621
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $174,846-$39,430 $214,2761
REBECCA NADGWICK CONTROLLER/MANAGER40 $112,923-$31,581 $144,5041
SARA SEMIN GRANTS RESEARCHER40 $79,938-$20,673 $100,6111
FRED SCHOTT PROGRAM ADVISOR20 $85,000-$6,800 $91,8001
LINDSAY SHANNON EXECUTIVE ASSISTANT40 $52,462-$18,312 $70,7741
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$4,884 $39,8841
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2015 · 10 people listed · 10 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $352,577-$54,948 $407,5251
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $170,346-$38,395 $208,7411
REBECCA NADGWICK CONTROLLER/MANAGER40 $111,854-$30,913 $142,7671
SARA SEMIN GRANTS RESEARCHER40 $78,723-$20,038 $98,7611
FRED SCHOTT PROGRAM ADVISOR20 $88,144-$7,052 $95,1961
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$2,886 $37,8861
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2014 · 10 people listed · 10 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $328,615-$52,535 $381,1501
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $144,308-$36,038 $180,3461
REBECCA NADGWICK CONTROLLER/MANAGER40 $101,723-$30,697 $132,4201
SARA SEMIN GRANTS RESEARCHER40 $71,723-$19,761 $91,4841
FRED SCHOTT PROGRAM ADVISOR20 $82,384-$6,591 $88,9751
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$5,047 $40,0471
J TIMOTHY DAUGHERTY trustee1 $35,000-$0 $35,0001
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001
2013 · 10 people listed · 10 paid, $970K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN K WILSON EXECUTIVE DIRECTOR40 $297,885-$28,173 $326,0581
KIMBERLY YUNGTUM CHIEF GRANTS OFFICER40 $129,577-$33,776 $163,3531
REBECCA NADGWICK CONTROLLER/MANAGER40 $95,746-$28,601 $124,3471
FRED SCHOTT PROGRAM ADVISOR20 $79,788-$5,416 $85,2041
SARA SEMIN OFFICE MANAGER40 $65,852-$18,415 $84,2671
J TIMOTHY DAUGHERTY trustee1 $41,346-$462 $41,8081
ROBERT DAUGHERTY III TRUSTEE1 $35,000-$5,332 $40,3321
F JOE DAUGHERTY TRUSTEE1 $35,000-$0 $35,0001
MOGENS BAY TRUSTEE1 $35,000-$0 $35,0001
KEN STINSON TRUSTEE1 $35,000-$0 $35,0001

Highest-paid independent contractors

2024 · 5 contractors · $2.2M
NameLocationServicePaid
Prodigy Asset Management LLCOmaha, NEInvestment Advisor$1,200,458
Edgewood Management LLCGreenwich, CTInvestment Manager$280,051
Eagle Capital Management LLCNew York, NYInvestment Manager$274,104
BNY Mellon NAPittsburgh, PAInvestment Custodian$222,859
Blue Cross Blue Shield of NebraskaOMAHA, NEInsurance$211,091
2023 · 5 contractors · $2.0M
NameLocationServicePaid
Prodigy Asset Management LLCOMAHA, NEInvestment Advisor$1,133,542
BNY Mellon NAPittsburgh, PAInvestment Custodian$237,633
Eagle Capital Management LLCNew York, NYInvestment Manager$211,947
Edgewood Management LLCNew York, NYInvestment Manager$200,323
Blue Cross Blue Shield of NebraskaOmaha, NEInsurance$196,025
2022 · 5 contractors · $2.1M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,183,045
J FALTER & ASSOCIATES LLCMCKINNEY, TXCONSULTING$241,470
BNY MELON NAPITTSBURGH, PAINVESTMENT SERVICES$236,767
EDGEWOOD MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$215,352
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$204,884
2021 · 5 contractors · $2.1M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,250,891
EDGEWOOD MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$259,032
BNY MELON NAPITTSBURGH, PAINVESTMENT SERVICES$238,683
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$218,797
BLUE CROSS BLUE SHIELDOMAHA, NEINSURANCE$142,030
2020 · 5 contractors · $1.9M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,115,581
BNY Mellon NAPITTSBURGH, PAinvestment services$260,412
EDGEWOOD MANAGEMENT LLCNEW YORK, NYinvestment services$204,344
CONESTOGA CAPITAL ADVISORSWAYNE, PAinvestment services$172,753
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$152,602
2019 · 5 contractors · $1.9M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,143,667
BNY Mellon NAPITTSBURGH, PAinvestment services$273,824
EDGEWOOD MANAGEMENT LLCNEW YORK, NYinvestment services$184,700
CONESTOGA CAPITAL ADVISORSWAYNE, PAinvestment services$161,633
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT SERVICES$145,218
2018 · 5 contractors · $1.9M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,179,043
BNY Mellon NAPITTSBURGH, PAinvestment services$228,142
MONDRIAN INVESTMENT GROUP INCWILMINGTON, DEinvestment services$174,985
CONESTOGA CAPITAL ADVISORSWAYNE, PAinvestment services$159,302
J FALTER & ASSOCIATESLINCOLN, NEPROFESSIONAL SERVICE$130,075
2017 · 5 contractors · $1.9M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,119,544
MONDRIAN INVESTMENT GROUP INCWILMINGTON, DEinvestment services$255,646
BNY Mellon NAPITTSBURGH, PAinvestment services$252,848
IRIDIAN ASSET MANAGEMENT LLCWESTPORT, CTinvestment services$150,360
CONESTOGA CAPITAL ADVISORSWAYNE, PAinvestment services$145,634
2016 · 5 contractors · $1.8M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,052,418
MONDRIAN INVESTMENT GROUP INCWILMINGTON, DEinvestment services$237,526
BNY Mellon NAPITTSBURGH, PAinvestment services$230,092
IRIDIAN ASSET MANAGEMENT LLCWESTPORT, CTinvestment services$138,332
RICHMOND CAPITAL MANAGEMENT INCRICHMOND, VAinvestment services$120,422
2015 · 5 contractors · $1.8M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$1,086,174
MONDRIAN INVESTMENT GROUP INCWILMINGTON, DEinvestment services$233,404
BNY Mellon NAPITTSBURGH, PAinvestment services$223,425
IRIDIAN ASSET MANAGEMENT LLCWESTPORT, CTinvestment services$166,662
conestoga capital advisorsWAYNE, PAinvestment services$134,156
2014 · 5 contractors · $1.5M
NameLocationServicePaid
PRODIGY ASSET MANAGEMENT LLCBOYS TOWN, NEINVESTMENT SERVICES$781,449
BNY Mellon NAPITTSBURGH, PAinvestment services$224,779
IRIDIAN ASSET MANAGEMENT LLCWESTPORT, CTinvestment services$200,333
MONDRIAN INVESTMENT GROUP INCWILMINGTON, DEinvestment services$158,895
conestoga capital advisorsRADNOR, PAinvestment services$131,121
2013 · 5 contractors · $1.7M
NameLocationServicePaid
CAMBRIDGE ASSOCIATES LLCBOSTONINVESTMENT SERVICES$1,068,162
BNY Mellon NAPITTSBURGHinvestment services$212,675
harding loevner lpBRIDGEWATERinvestment services$174,255
IRIDIAN ASSET MANAGEMENT LLCWESTPORTinvestment services$149,180
conestoga capital advisorsRADNORinvestment services$139,391

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 · 120 grants to organizations · $37.9M
2023 · 113 grants to organizations · $36.6M
2022 · 97 grants to organizations · $45.6M
2021 · 121 grants to organizations · $40.6M
2020 · 144 grants to organizations · $45.4M
2019 · 120 grants to organizations · $38.4M
2018 · 114 grants to organizations · $37.1M
2017 · 109 grants to organizations · $35.1M
2016 · 102 grants to organizations · $34.7M
2015 · 95 grants to organizations · $36.0M
2014 · 86 grants to organizations · $34.9M
2013 · 69 grants to organizations · $31.1M

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

Who gave

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

2015 · 1 contributor · $25.1M
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT B DAUGHERTY ESTATE Person OMAHA, NE $25,064,855- Form 990PF Sch. B, 2015 · filing

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$73,411,301$52,864,636 $839,670,579$839,670,579 $0- $1,032,885--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$36,652,955$53,238,329 $793,447,363$793,447,363 $0- $978,461--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$41,236,431$66,551,049 $780,103,315$780,103,315 $0- $903,538--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$80,372,150$57,962,844 $895,599,209$895,599,209 $0- $865,581--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$38,644,855$56,840,372 $807,209,939$807,209,939 $0- $825,300--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$34,965,729$52,474,861 $765,961,826$765,961,826 $0- $799,123--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$55,884,577$51,300,437 $688,471,275$688,471,275 $0- $761,385--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$70,638,919$45,215,426 $773,783,950$773,783,950 $0- $729,442--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$21,894,720$41,730,733 $710,633,803$710,633,803 $0- $700,677--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$73,412,266$42,221,553 $693,124,681$693,124,681 $25,064,855- $697,923--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$95,356,115$41,319,568 $734,456,102$734,456,102 $0- $647,923--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$109,555,378$36,957,300 $773,059,646$773,059,646 $0- $608,808--

Funders of this organization

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

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ROBERT JENSEN DAU FOUNDATIONILT20 $82,370$198,798 PRESIDENT$0 Similar name, revenue differs more than 10x
DOUGHERTY FOUNDATIONTXNot reported $72,621$103,872 Trustee$0 Similar name, revenue differs more than 10x
ROBERT R BECK FOUNDATIONMAT20 $482,879$135 Trustee$0 Similar name, revenue differs more than 10x
ROBERT F BERRY FOUNDATIONNCT22 $59,537$220,013 TRUSTEE$0 Similar name, revenue differs more than 10x
ROBERT BLAIR FOUNDATIONVANot reported $2,904$50,290 DIRECTOR/PRESIDENT$0 Similar name, revenue differs more than 10x
ROBERT B LIPMAN FOUNDATIONGAT20 $366,847$151,523 TRUSTEE$0 Similar name, revenue differs more than 10x
ROBERT B CONNER FOUNDATIONPANot reported $182,361$185,224 TRUSTEE$32,264 Similar name, revenue differs more than 10x
ROBERTS FOUNDATIONALNot reported $1,223,368$134,433 Trustee$0 Similar name, revenue differs more than 10x
ROBERTS FOUNDATIONCAT22 $407,885$988,369 TRUSTEE$0 Similar name, revenue differs more than 10x
ROBERTI FOUNDATIONILT20 $188,646$240,968 PRESIDENT$0 Similar name, revenue differs more than 10x
ROBERTS FOUNDATIONTXNot reported $55,977$24,171 TRUSTEE$7,628 Similar name, revenue differs more than 10x
ROBERTA FOUNDATIONILE99 $37,441$6,136 President$0 Similar name, revenue differs more than 10x
ROBERT ROYAL FOUNDATIONLAN60 $45,534$44,428 EXECUTIVE DIRECTOR/TREASURER/SECRET$0 Similar name, revenue differs more than 10x
ROBERT R BANKS FOUNDATIONNVS50 $512,127$304,951 BOARD MEMBER$15,000 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 88 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
WILLAMETTA K DAY FOUNDATION Private foundation$15,000,0006 12020–2024 ROBERT DAY FOUNDATION
UNIVERSITY IMPACT DAF sponsor$1,350,0002 12023–2024 B H ROBERTS FOUNDATION
PI FOUNDATION INC DAF sponsor$1,027,4162 12022–2024 B H ROBERTS FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$250,0001 12022–2022 B H ROBERTS FOUNDATION
W RAZORE FAMILY FOUNDATION Private foundation$90,0008 12015–2022 ROBERT VASEN FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$85,0008 12017–2024 ROBERT VASEN FOUNDATION
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA DAF sponsor$77,9021 12023–2023 DOUGHERTY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$36,1183 12014–2016 ROBERT VASEN FOUNDATION
NEGRIN FOUNDATION Private foundation$25,0003 12012–2016 ROBERT VASEN FOUNDATION
FOGLIA FAMILY FOUNDATION Private foundation$10,0001 12018–2018 ROBERT KUBON FOUNDATION
ARIZONA COMMUNITY FOUNDATION DAF sponsor$10,0001 12020–2020 ROBERT DAY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$5,4501 12017–2017 ROBERT VASEN FOUNDATION
THE BLACKBAUD GIVING FUND DAF sponsor$5,0001 12017–2017 ROBERT CHINN FOUNDATION
GEORGE B KAUFMAN FOUNDATION INC Private foundation$2,0001 12024–2024 ROBERT B LIPMAN FOUNDATION
ALHADEFF FAMILY CHARITABLE FOUNDATION Private foundation$1,5002 12014–2015 ROBERT VASEN FOUNDATION

The full list · all similar organizations

Where the money went

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

2024 · Form 990PF · $52,864,636 spent · pay $2,021,842 · grants $37,893,000 · events $32,983
LineAs describedTotalShare
Contributions, gifts, grants paid $37,893,000 71.7%
Other expenses $5,440,321 10.3%
Fees: other professional $4,977,374 9.4%
Taxes $1,212,880 2.3%
Pay: officers, directors, trustees $1,032,885 2.0%
Interest $699,564 1.3%
Other salaries and wages $581,711 1.1%
Pension plans and employee benefits $407,246 0.8%
Depreciation and depletion $254,089 0.5%
Occupancy $241,024 0.5%
Fees: accounting $78,935 0.1%
Travel, conferences and meetings $32,983 0.1%
Fees: legal $12,624 0.0%
Total$52,864,636100%

View the filing

2023 · Form 990PF · $53,238,329 spent · pay $1,823,107 · grants $36,554,010 · events $26,631
LineAs describedTotalShare
Contributions, gifts, grants paid $36,554,010 68.7%
Other expenses $8,050,065 15.1%
Fees: other professional $4,940,540 9.3%
Pay: officers, directors, trustees $978,461 1.8%
Taxes $719,404 1.4%
Interest $544,378 1.0%
Other salaries and wages $534,135 1.0%
Pension plans and employee benefits $310,511 0.6%
Depreciation and depletion $253,831 0.5%
Occupancy $236,434 0.4%
Fees: accounting $67,600 0.1%
Travel, conferences and meetings $26,631 0.1%
Fees: legal $22,329 0.0%
Total$53,238,329100%

View the filing

2022 · Form 990PF · $66,551,049 spent · pay $1,685,842 · grants $45,642,500 · events $24,787
LineAs describedTotalShare
Contributions, gifts, grants paid $45,642,500 68.6%
Other expenses $10,964,934 16.5%
Fees: other professional $6,271,984 9.4%
Pay: officers, directors, trustees $903,538 1.4%
Taxes $824,751 1.2%
Interest $565,185 0.8%
Other salaries and wages $495,943 0.7%
Pension plans and employee benefits $286,361 0.4%
Depreciation and depletion $256,903 0.4%
Occupancy $234,577 0.4%
Fees: accounting $58,820 0.1%
Travel, conferences and meetings $24,787 0.0%
Fees: legal $20,766 0.0%
Total$66,551,049100%

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2021 · Form 990PF · $57,962,844 spent · pay $1,517,093 · grants $40,648,658 · events $14,366
LineAs describedTotalShare
Contributions, gifts, grants paid $40,648,658 70.1%
Other expenses $8,655,238 14.9%
Fees: other professional $5,164,461 8.9%
Taxes $1,133,040 2.0%
Pay: officers, directors, trustees $865,581 1.5%
Other salaries and wages $415,052 0.7%
Interest $345,345 0.6%
Pension plans and employee benefits $236,460 0.4%
Occupancy $234,316 0.4%
Depreciation and depletion $177,524 0.3%
Fees: accounting $53,234 0.1%
Fees: legal $19,569 0.0%
Travel, conferences and meetings $14,366 0.0%
Total$57,962,844100%

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2020 · Form 990PF · $56,840,372 spent · pay $1,467,180 · grants $45,361,354 · events $6,200
LineAs describedTotalShare
Contributions, gifts, grants paid $45,361,354 79.8%
Other expenses $4,794,377 8.4%
Fees: other professional $4,048,907 7.1%
Pay: officers, directors, trustees $825,300 1.5%
Taxes $462,382 0.8%
Other salaries and wages $422,601 0.7%
Interest $285,782 0.5%
Occupancy $231,907 0.4%
Pension plans and employee benefits $219,279 0.4%
Depreciation and depletion $115,919 0.2%
Fees: accounting $48,660 0.1%
Fees: legal $17,704 0.0%
Travel, conferences and meetings $6,200 0.0%
Total$56,840,372100%

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2019 · Form 990PF · $52,474,861 spent · pay $1,377,127 · grants $38,391,025 · events $22,482
LineAs describedTotalShare
Contributions, gifts, grants paid $38,391,025 73.2%
Other expenses $8,082,379 15.4%
Fees: other professional $3,298,437 6.3%
Pay: officers, directors, trustees $799,123 1.5%
Taxes $532,682 1.0%
Other salaries and wages $354,705 0.7%
Interest $343,808 0.7%
Pension plans and employee benefits $223,299 0.4%
Occupancy $210,290 0.4%
Depreciation and depletion $129,959 0.2%
Fees: accounting $64,790 0.1%
Travel, conferences and meetings $22,482 0.0%
Fees: legal $21,882 0.0%
Total$52,474,861100%

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2018 · Form 990PF · $51,300,437 spent · pay $1,298,899 · grants $37,079,485 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,079,485 72.3%
Other expenses $8,100,111 15.8%
Fees: other professional $3,171,565 6.2%
Taxes $916,865 1.8%
Pay: officers, directors, trustees $761,385 1.5%
Other salaries and wages $333,854 0.7%
Interest $329,822 0.6%
Occupancy $211,930 0.4%
Pension plans and employee benefits $203,660 0.4%
Depreciation and depletion $144,613 0.3%
Fees: accounting $30,310 0.1%
Fees: legal $16,837 0.0%
Total$51,300,437100%

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2017 · Form 990PF · $45,215,426 spent · pay $1,252,380 · grants $35,050,672 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,050,672 77.5%
Other expenses $4,109,642 9.1%
Fees: other professional $3,481,019 7.7%
Taxes $882,598 2.0%
Pay: officers, directors, trustees $729,442 1.6%
Other salaries and wages $329,519 0.7%
Occupancy $207,522 0.5%
Pension plans and employee benefits $193,419 0.4%
Depreciation and depletion $113,842 0.3%
Interest $49,856 0.1%
Fees: accounting $42,935 0.1%
Fees: legal $24,960 0.1%
Total$45,215,426100%

View the filing

2016 · Form 990PF · $41,730,733 spent · pay $1,215,482 · grants $34,731,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,731,750 83.2%
Fees: other professional $3,747,022 9.0%
Other expenses $1,270,039 3.0%
Pay: officers, directors, trustees $700,677 1.7%
Other salaries and wages $338,504 0.8%
Taxes $336,307 0.8%
Occupancy $208,089 0.5%
Pension plans and employee benefits $176,301 0.4%
Depreciation and depletion $164,411 0.4%
Fees: accounting $35,905 0.1%
Fees: legal $21,728 0.1%
Total$41,730,733100%

View the filing

2015 · Form 990PF · $42,221,553 spent · pay $1,167,282 · grants $36,047,122 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,047,122 85.4%
Fees: other professional $2,615,626 6.2%
Other expenses $1,338,839 3.2%
Pay: officers, directors, trustees $697,923 1.7%
Taxes $578,406 1.4%
Other salaries and wages $299,570 0.7%
Occupancy $205,261 0.5%
Pension plans and employee benefits $169,789 0.4%
Depreciation and depletion $167,681 0.4%
Interest $47,434 0.1%
Fees: accounting $33,440 0.1%
Fees: legal $20,462 0.0%
Total$42,221,553100%

View the filing

2014 · Form 990PF · $41,319,568 spent · pay $1,117,946 · grants $34,891,421 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,891,421 84.4%
Fees: other professional $2,589,532 6.3%
Taxes $1,189,387 2.9%
Other expenses $1,049,795 2.5%
Pay: officers, directors, trustees $647,923 1.6%
Other salaries and wages $310,792 0.8%
Occupancy $199,133 0.5%
Depreciation and depletion $164,256 0.4%
Pension plans and employee benefits $159,231 0.4%
Interest $44,909 0.1%
Fees: accounting $38,625 0.1%
Fees: legal $34,564 0.1%
Total$41,319,568100%

View the filing

2013 · Form 990PF · $36,957,300 spent · pay $966,811 · grants $31,092,742 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $31,092,742 84.1%
Fees: other professional $2,395,870 6.5%
Taxes $1,275,521 3.5%
Other expenses $800,064 2.2%
Pay: officers, directors, trustees $608,808 1.6%
Other salaries and wages $241,386 0.7%
Occupancy $207,570 0.6%
Depreciation and depletion $157,058 0.4%
Pension plans and employee benefits $116,617 0.3%
Fees: accounting $35,470 0.1%
Fees: legal $26,194 0.1%
Total$36,957,300100%

View the filing

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