FURP.ORG / PUBLIC DATA EXPLORER

ROY J CARVER CHARITABLE TR

Cite this

Plain text ROY J CARVER CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/421186589. Retrieved 2026-10-21.

APA furp.org. (n.d.). ROY J CARVER CHARITABLE TR [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 21, 2026, from https://furp.org/org/421186589

MLA “ROY J CARVER CHARITABLE TR.” furp.org, tax years 2011–2024, https://furp.org/org/421186589. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $25.4M · expenses $21.6M · assets $241.5M

EIN
42-1186589
Address
202 IOWA AVE, MUSCATINE, IA 52761-3733
Website
CARVERTRUST.ORG
NTEE code
-
Subsection
501(c)(3)
Ruling year
1982
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

20 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
Troy K Ross CEO2011-2024 $536,972$6,044,536 1
Lynne M Sasmazer PROGRAM DIRE2011-2024 $301,657$2,899,537 1
Erin L Van Hook EXEC ASST &2020-2024 $195,570$760,472 1
Roy J Carver Jr CHAIRMAN2011-2024 $33,000$371,700 1
J Larry Griffith VICE CHAIRMA2011-2024 $7,975$331,342 1
D Scott Ingstad TRUSTEE2011-2024 $28,600$325,150 1
Michael Molumby PROGRAM OFFI2023-2024 $147,955$278,303 1
David M Utley SECRETARY2011-2024 $0$271,083 1
John A Carver TRUSTEE2011-2024 $0$266,000 1
Victoria L Newman PROGRAM OFFI2023-2024 $149,824$243,066 1
Andrew B Carver TRUSTEE2021-2024 $31,075$102,625 1
Brian W Hummel TRUSTEE2023-2024 $28,105$47,530 1
Bradley W Roeth TRUSTEE2023-2024 $28,600$35,750 1
Roy J Carver Iii TRUSTEE2023-2024 $28,600$35,750 1
Linda K Dean (former) EXECUTIVE ASSISTANT2011-2020 $90,112$1,007,747 1
Linda B Mumey (former) PROGRAM ASST/SEC2013-2023 $101,005$858,170 1
Willard L Boyd (former) TRUSTEE2011-2022 $11,200$219,719 1
Martin G Carver (former) TRUSTEE2011-2020 $5,150$194,400 1
Michelle L Elias (former) FINANCE DIRECTOR2019-2020 $71,027$185,269 1
Lisa M Ahlf (former) ADMIN ASST2022 $84,448$84,448 1

People by year

2024 · 14 people listed · 12 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS CEO40 $473,028-$63,944 $536,9721
LYNNE M SASMAZER PROGRAM DIRE40 $242,665-$58,992 $301,6571
ERIN L VAN HOOK EXEC ASST &40 $162,556-$33,014 $195,5701
VICTORIA L NEWMAN PROGRAM OFFI40 $130,000-$19,824 $149,8241
MICHAEL MOLUMBY PROGRAM OFFI40 $122,268-$25,687 $147,9551
ROY J CARVER JR CHAIRMAN0 $33,000-$0 $33,0001
ANDREW B CARVER TRUSTEE0 $31,075-$0 $31,0751
D SCOTT INGSTAD TRUSTEE0 $28,600-$0 $28,6001
BRADLEY W ROETH TRUSTEE0 $28,600-$0 $28,6001
ROY J CARVER III TRUSTEE0 $28,600-$0 $28,6001
BRIAN W HUMMEL TRUSTEE0 $28,105-$0 $28,1051
J LARRY GRIFFITH VICE CHAIRMA0 $7,975-$0 $7,9751
DAVID M UTLEY SECRETARY0 $0-$0 $01
JOHN A CARVER TRUSTEE0 $0-$0 $01
2023 · 15 people listed · 15 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS CHIEF EXECUTIVE OFFICER40 $450,628-$63,974 $514,6021
LYNNE M SASMAZER PROGRAM DIRECTOR40 $230,998-$58,349 $289,3471
ERIN L VAN HOOK EXEC ASST & FIN DIR40 $154,856-$33,599 $188,4551
MICHAEL MOLUMBY PROGRAM OFFICER40 $116,117-$14,231 $130,3481
LINDA B MUMEY PROGRAM ASST/SEC40 $75,908-$25,097 $101,0051
VICTORIA L NEWMAN PROGRAM OFFICER40 $87,292-$5,950 $93,2421
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $31,500-$0 $31,5001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $29,075-$0 $29,0751
D SCOTT INGSTAD TRUSTEE2 $27,300-$0 $27,3001
ANDREW B CARVER TRUSTEE2 $27,300-$0 $27,3001
BRIAN W HUMMEL TRUSTEE2 $19,425-$0 $19,4251
JOHN A CARVER TRUSTEE2 $10,500-$0 $10,5001
BRADLEY W ROETH TRUSTEE2 $7,150-$0 $7,1501
ROY J CARVER III TRUSTEE4 $7,150-$0 $7,1501
DAVID M UTLEY TRUSTEE/SECRETARY2 $6,500-$0 $6,5001
2022 · 12 people listed · 12 paid, $1.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS CHIEF EXECUTIVE OFFICER40 $427,128-$60,797 $487,9251
LYNNE M SASMAZER PROGRAM DIRECTOR40 $210,999-$51,558 $262,5571
ERIN L VAN HOOK EXEC ASST & FIN DIR40 $141,689-$32,787 $174,4761
LINDA B MUMEY PROGRAM ASST/SEC40 $71,356-$23,008 $94,3641
LISA M AHLF ADMIN ASST40 $51,526-$32,922 $84,4481
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $30,000-$0 $30,0001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $27,750-$0 $27,7501
ANDREW B CARVER TRUSTEE2 $26,000-$0 $26,0001
D SCOTT INGSTAD TRUSTEE2 $25,550-$0 $25,5501
JOHN A CARVER TRUSTEE2 $25,200-$0 $25,2001
DAVID M UTLEY TRUSTEE/SECRETARY2 $22,600-$0 $22,6001
WILLARD L BOYD TRUSTEE1 $11,200-$0 $11,2001
2021 · 11 people listed · 11 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS CHIEF EXECUTIVE OFFICER40 $399,043-$62,991 $462,0341
LYNNE M SASMAZER PROGRAM DIRECTOR40 $187,258-$39,196 $226,4541
ERIN L VAN HOOK EXEC ASST & FIN DIR40 $128,498-$18,296 $146,7941
LINDA B MUMEY PROGRAM ASST/SEC40 $65,043-$19,489 $84,5321
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $28,600-$0 $28,6001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $27,600-$0 $27,6001
D SCOTT INGSTAD TRUSTEE2 $25,100-$0 $25,1001
JOHN A CARVER TRUSTEE2 $23,250-$0 $23,2501
DAVID M UTLEY TRUSTEE/SECRETARY2 $23,050-$0 $23,0501
WILLARD L BOYD TRUSTEE1 $21,500-$0 $21,5001
ANDREW B CARVER TRUSTEE2 $18,250-$0 $18,2501
2020 · 13 people listed · 13 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS CHIEF EXECUTIVE OFFICER40 $384,666-$60,579 $445,2451
LYNNE M SASMAZER PROGRAM DIRECTOR40 $174,204-$32,230 $206,4341
LINDA K DEAN EXECUTIVE ASSISTANT27 $81,247-$8,865 $90,1121
LINDA B MUMEY PROGRAM ASST/SEC40 $63,001-$8,667 $71,6681
MICHELLE L ELIAS FINANCE DIRECTOR40 $60,777-$10,250 $71,0271
ERIN L VAN HOOK EXEC ASST & FIN DIR40 $50,295-$4,882 $55,1771
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $23,600-$0 $23,6001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $22,600-$0 $22,6001
JOHN A CARVER TRUSTEE2 $20,600-$0 $20,6001
WILLARD L BOYD TRUSTEE1 $20,600-$0 $20,6001
D SCOTT INGSTAD TRUSTEE2 $20,600-$0 $20,6001
DAVID M UTLEY TRUSTEE/SECRETARY2 $20,600-$0 $20,6001
MARTIN G CARVER TRUSTEE2 $5,150-$0 $5,1501
2019 · 12 people listed · 12 paid, $1.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $373,598-$65,755 $439,3531
LYNNE M SASMAZER PROGRAM DIRECTOR40 $165,204-$32,984 $198,1881
MICHELLE L ELIAS FINANCE DIRECTOR40 $83,191-$31,051 $114,2421
LINDA K DEAN EXECUTIVE ASSISTANT40 $86,634-$20,870 $107,5041
LINDA B MUMEY PROGRAM ASST/SEC40 $60,067-$8,250 $68,3171
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $26,300-$0 $26,3001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $25,300-$0 $25,3001
JOHN A CARVER TRUSTEE2 $23,300-$0 $23,3001
D SCOTT INGSTAD TRUSTEE2 $23,300-$0 $23,3001
DAVID M UTLEY TRUSTEE/SECRETARY2 $23,300-$0 $23,3001
MARTIN G CARVER TRUSTEE2 $23,300-$0 $23,3001
WILLARD L BOYD TRUSTEE1 $20,600-$0 $20,6001
2018 · 11 people listed · 11 paid, $992K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $365,974-$67,311 $433,2851
LYNNE M SASMAZER PROGRAM DIRECTOR40 $160,700-$33,881 $194,5811
LINDA K DEAN EXECUTIVE ASSISTANT40 $89,922-$25,027 $114,9491
LINDA BETH MUMEY PROGRAM ASST/SEC40 $58,557-$21,407 $79,9641
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $27,200-$0 $27,2001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $26,200-$0 $26,2001
D SCOTT INGSTAD TRUSTEE2 $24,200-$0 $24,2001
DAVID M UTLEY TRUSTEE/SECRETARY2 $24,200-$0 $24,2001
MARTIN G CARVER TRUSTEE2 $23,500-$0 $23,5001
JOHN A CARVER TRUSTEE2 $23,300-$0 $23,3001
WILLARD L BOYD TRUSTEE1 $20,600-$0 $20,6001
2017 · 11 people listed · 11 paid, $964K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $356,998-$65,528 $422,5261
LYNNE M SASMAZER PROGRAM DIRECTOR40 $156,870-$29,769 $186,6391
LINDA K DEAN EXECUTIVE ASSISTANT40 $85,727-$24,245 $109,9721
LINDA BETH MUMEY PROGRAM ASST/SEC40 $56,941-$21,584 $78,5251
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $27,200-$0 $27,2001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $26,200-$0 $26,2001
D SCOTT INGSTAD TRUSTEE2 $24,200-$0 $24,2001
DAVID M UTLEY TRUSTEE/SECRETARY2 $24,200-$0 $24,2001
MARTIN G CARVER TRUSTEE2 $23,050-$0 $23,0501
JOHN A CARVER TRUSTEE2 $21,000-$0 $21,0001
WILLARD L BOYD TRUSTEE1 $20,600-$0 $20,6001
2016 · 11 people listed · 11 paid, $946K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $348,013-$62,373 $410,3861
LYNNE M SASMAZER PROGRAM DIRECTOR40 $152,648-$32,491 $185,1391
LINDA K DEAN EXECUTIVE ASSISTANT40 $85,315-$22,910 $108,2251
LINDA BETH MUMEY PROGRAM ASST/SEC40 $55,289-$19,214 $74,5031
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $27,200-$0 $27,2001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $26,200-$0 $26,2001
D SCOTT INGSTAD TRUSTEE2 $24,200-$0 $24,2001
DAVID M UTLEY TRUSTEE/SECRETARY2 $24,200-$0 $24,2001
JOHN A CARVER TRUSTEE2 $23,050-$0 $23,0501
MARTIN G CARVER TRUSTEE2 $23,050-$0 $23,0501
WILLARD L BOYD TRUSTEE1 $19,900-$0 $19,9001
2015 · 11 people listed · 11 paid, $903K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $339,872-$57,856 $397,7281
LYNNE M SASMAZER PROGRAM DIRECTOR40 $148,854-$29,308 $178,1621
LINDA K DEAN EXECUTIVE ASSISTANT40 $82,954-$20,970 $103,9241
LINDA BETH MUMEY PROGRAM ASST/SEC40 $53,872-$17,320 $71,1921
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $25,100-$0 $25,1001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $24,100-$0 $24,1001
D SCOTT INGSTAD TRUSTEE2 $22,100-$0 $22,1001
DAVID M UTLEY TRUSTEE/SECRETARY2 $21,650-$0 $21,6501
MARTIN G CARVER TRUSTEE2 $20,950-$0 $20,9501
JOHN A CARVER TRUSTEE2 $19,800-$0 $19,8001
WILLARD L BOYD TRUSTEE1 $18,697-$0 $18,6971
2014 · 11 people listed · 11 paid, $863K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $331,703-$54,824 $386,5271
LYNNE M SASMAZER PROGRAM DIRECTOR40 $145,230-$27,072 $172,3021
LINDA K DEAN EXECUTIVE ASSISTANT40 $78,916-$19,142 $98,0581
LINDA BETH MUMEY PROGRAM ASST/SEC40 $52,581-$15,114 $67,6951
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $23,000-$0 $23,0001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $22,000-$0 $22,0001
D SCOTT INGSTAD TRUSTEE2 $20,000-$0 $20,0001
DAVID M UTLEY TRUSTEE/SECRETARY2 $20,000-$0 $20,0001
JOHN A CARVER TRUSTEE2 $19,000-$0 $19,0001
MARTIN G CARVER TRUSTEE2 $17,400-$0 $17,4001
WILLARD L BOYD TRUSTEE1 $16,800-$0 $16,8001
2013 · 11 people listed · 11 paid, $843K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $322,735-$54,154 $376,8891
LYNNE M SASMAZER PROGRAM DIRECTOR40 $141,394-$26,237 $167,6311
LINDA K DEAN EXECUTIVE ASSISTANT40 $74,689-$18,225 $92,9141
LINDA BETH MUMEY SECRETARY40 $50,936-$15,469 $66,4051
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $23,000-$0 $23,0001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $22,000-$0 $22,0001
D SCOTT INGSTAD TRUSTEE2 $20,000-$0 $20,0001
DAVID M UTLEY TRUSTEE/SECRETARY2 $20,000-$0 $20,0001
MARTIN G CARVER TRUSTEE2 $20,000-$0 $20,0001
JOHN A CARVER TRUSTEE2 $18,000-$0 $18,0001
WILLARD L BOYD TRUSTEE1 $16,200-$0 $16,2001
2012 · 10 people listed · 10 paid, $766K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $315,998-$52,331 $368,3291
LYNNE M SASMAZER PROGRAM DIRECTOR40 $139,616-$26,344 $165,9601
LINDA K DEAN EXECUTIVE ASSISTANT40 $73,167-$18,234 $91,4011
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $23,000-$0 $23,0001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $22,000-$0 $22,0001
D SCOTT INGSTAD TRUSTEE2 $20,000-$0 $20,0001
DAVID M UTLEY TRUSTEE/SECRETARY2 $20,000-$0 $20,0001
MARTIN G CARVER TRUSTEE2 $20,000-$0 $20,0001
JOHN A CARVER TRUSTEE2 $19,000-$0 $19,0001
WILLARD L BOYD TRUSTEE1 $16,800-$0 $16,8001
2011 · 10 people listed · 10 paid, $758K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TROY K ROSS EXECUTIVE ADMINISTRATOR40 $307,999-$54,736 $362,7351
LYNNE M SASMAZER PROGRAM DIRECTOR40 $137,024-$27,462 $164,4861
LINDA K DEAN EXECUTIVE ASSISTANT40 $71,215-$19,473 $90,6881
ROY J CARVER JR TRUSTEE/CHAIRMAN4 $23,000-$0 $23,0001
J LARRY GRIFFITH TRUSTEE/VICE CHAIRMAN4 $22,000-$342 $22,3421
DAVID M UTLEY TRUSTEE/SECRETARY2 $20,000-$783 $20,7831
JOHN A CARVER TRUSTEE2 $20,000-$0 $20,0001
D SCOTT INGSTAD TRUSTEE2 $20,000-$0 $20,0001
MARTIN G CARVER TRUSTEE2 $18,000-$0 $18,0001
WILLARD L BOYD TRUSTEE1 $16,200-$22 $16,2221

Highest-paid independent contractors

2024 · 5 contractors · $1.2M
NameLocationServicePaid
DANA INVESTMENT ADVISORSNEW YORK, NYASSET MANAGE$463,775
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGE$295,276
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGE$221,069
BARROW HANLEY GLOBAL INVESTORSDALLAS, TXASSET MANAGE$120,569
COHEN & STEERSNEW YORK, NYASSET MANAGE$119,192
2023 · 5 contractors · $1.0M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$363,696
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$258,581
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$205,633
BARROW HANLEY GLOBAL INVESTORSDALLAS, TXASSET MANAGEMENT$108,767
COHEN & STEERSNEW YORK, NYASSET MANAGEMENT$105,328
2022 · 5 contractors · $1.0M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$369,540
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$257,270
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$199,240
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$99,951
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$94,294
2021 · 5 contractors · $1.2M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$469,320
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$318,632
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$233,927
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$111,824
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$95,714
2020 · 5 contractors · $1.0M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$395,493
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$257,248
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$185,858
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$110,675
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$83,879
2019 · 5 contractors · $992K
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$339,835
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$246,619
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$176,389
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$141,438
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$88,074
2018 · 5 contractors · $1.1M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$355,621
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$332,644
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$196,301
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$140,108
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$87,545
2017 · 5 contractors · $1.1M
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$387,930
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$273,738
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$205,740
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$138,736
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$89,008
2016 · 5 contractors · $931K
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$376,710
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$189,894
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$140,290
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$137,562
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$86,667
2015 · 5 contractors · $867K
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$369,383
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$185,829
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$132,345
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$92,805
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$86,475
2014 · 5 contractors · $973K
NameLocationServicePaid
SMITH GRAHAM & COHOUSTON, TXASSET MANAGEMENT$388,937
LSV ASSET MANAGEMENTCHICAGO, ILASSET MANAGEMENT$201,200
ACADIAN ASSET MANAGEMENTBOSTON, MAASSET MANAGEMENT$160,000
GALLIARD CAPITAL MANAGEMENTMINNEAPOLIS, MNASSET MANAGEMENT$129,614
NORTHERN TRUSTCHICAGO, ILASSET MANAGEMENT$93,475
2013 · 5 contractors · $934K
NameLocationServicePaid
SMITH GRAHAM & COHOUSTONASSET MANAGEMENT$371,352
LSV ASSET MANAGEMENTCHICAGOASSET MANAGEMENT$191,354
NORTHERN TRUSTCHICAGOASSET MANAGEMENT$136,068
GALLIARD CAPITAL MANAGEMENTMINNEAPOLISASSET MANAGEMENT$121,397
ACADIAN ASSET MANAGEMENTBOSTONASSET MANAGEMENT$113,960

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 · 87 grants to organizations · $16.5M

Listed grants add up to $16,538,963; the return's “grants paid” expense line says $17,360,889. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 69 grants to organizations · $12.1M

Listed grants add up to $12,077,683; the return's “grants paid” expense line says $8,074,002. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 75 grants to organizations · $14.0M

Listed grants add up to $14,014,143; the return's “grants paid” expense line says $9,457,263. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 76 grants to organizations · $14.6M

Listed grants add up to $14,586,576; the return's “grants paid” expense line says $8,372,429. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 81 grants to organizations · $16.2M
2019 · 85 grants to organizations · $16.3M
2018 · 78 grants to organizations · $16.6M
2017 · 89 grants to organizations · $17.1M
2016 · 89 grants to organizations · $15.4M
2015 · 84 grants to organizations · $15.1M
2014 · 84 grants to organizations · $15.8M
2013 · 85 grants to organizations · $14.8M
2012 · 88 grants to organizations · $13.2M
2011 · 84 grants to organizations · $13.0M

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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 2025-04-30 · view filing · original 990 ↗
$25,352,405$21,573,451 $241,478,166$218,249,888 -- $658,983--
2023 · Form 990PF period ending 2024-04-30 · view filing · original 990 ↗
$17,535,170$12,073,380 $236,697,138$214,470,934 -- $616,528--
2022 · Form 990PF period ending 2023-04-30 · view filing · original 990 ↗
$17,819,030$12,929,556 $234,963,885$209,009,144 -- $595,428--
2021 · Form 990PF period ending 2022-04-30 · view filing · original 990 ↗
$22,231,044$11,712,489 $235,043,756$204,127,161 -- $566,393--
2020 · Form 990PF period ending 2021-04-30 · view filing · original 990 ↗
$17,094,079$18,924,005 $231,396,086$193,608,606 -- $518,416--
2019 · Form 990PF period ending 2020-04-30 · view filing · original 990 ↗
$13,201,596$19,085,855 $233,424,982$192,469,311 -- $538,998--
2018 · Form 990PF period ending 2019-04-30 · view filing · original 990 ↗
$18,023,837$19,394,491 $239,179,157$194,811,749 -- $535,174--
2017 · Form 990PF period ending 2018-04-30 · view filing · original 990 ↗
$18,676,698$19,919,635 $240,556,993$206,256,046 -- $523,448--
2016 · Form 990PF period ending 2017-04-30 · view filing · original 990 ↗
$20,972,436$17,873,549 $241,705,922$200,475,455 -- $515,813--
2015 · Form 990PF period ending 2016-04-30 · view filing · original 990 ↗
$19,284,942$17,487,475 $238,657,407$233,897,175 -- $492,269--
2014 · Form 990PF period ending 2015-04-30 · view filing · original 990 ↗
$19,323,427$18,249,465 $236,800,030$225,568,288 -- $469,903--
2013 · Form 990PF period ending 2014-04-30 · view filing · original 990 ↗
$16,130,632$16,983,541 $235,703,060$223,809,816 -- $461,935--
2012 · Form 990PF period ending 2013-04-30 · view filing · original 990 ↗
$15,058,585$15,293,819 $236,510,196$216,858,024 -- $456,798--
2011 · Form 990PF period ending 2012-04-30 · view filing · original 990 ↗
$15,310,374$15,370,464 $236,758,124$215,556,968 -- $447,199--

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 (27)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JSM CHARITABLE TRMOT20 $18,180,009$18,179,000 CO-TRUSTEE$0 Similar name, revenue within 2x
SARVER CHARITABLE TRKSNot reported $404,984$884,747 OFFICER$53,370 Similar name, revenue differs more than 10x
CARMER CHARITABLE TRTNT22 $204,279$270,862 TRUST OFFICE$0 Similar name, revenue differs more than 10x
ROY W PIPER CHARITABLE TRPAT20 $1,511,212$1,311,569 MANAGER$55,539 Similar name, revenue differs more than 10x
CARITAS CHARITABLE TRTXT22 $12,720$9,304 Trustee$0 Similar name, revenue differs more than 10x
ROSSER CHARITABLE TRFLI20 $1,202,505$1,048,600 TRUSTEE$0 Similar name, revenue differs more than 10x
J B CLIVER CHARITABLE TRNCT22 $142,189$57,833 TRUSTEE$0 Similar name, revenue differs more than 10x
BOB CARVER CHARITABLE TRUSTART20 $1,457,177$783,744 Trustee$64,000 Similar name, revenue differs more than 10x
ROSS CHARITABLE TRKST22 $799,219$392,890 TRUSTEE$0 Similar name, revenue differs more than 10x
ROBB CHARITABLE TRMANot reported $10,080$4,509 MANAGER$0 Similar name, revenue differs more than 10x
RITTER CHARITABLE TRNVT11 $179,722$213,985 DIRECTOR$368,795 Similar name, revenue differs more than 10x
RADER CHARITABLE TRMOT20 $101,986$47,316 TRUSTEE$12,259 Similar name, revenue differs more than 10x
RDL CHARITABLE TRCAT22 $1,325,073$1,623,870 TRUSTEE$494,288 Similar name, revenue differs more than 10x
JFI CHARITABLE TRNJT20 $281,003$441,962 TRUSTEE$0 Similar name, revenue differs more than 10x
RHY CHARITABLE TRMNB82 $80,699$206,158 TRUSTEE$25,000 Similar name, revenue differs more than 10x
JDJ CHARITABLE TRCTT20 $65,011$46,981 TRUSTEE$0 Similar name, revenue differs more than 10x
RMK CHARITABLE TRCTD20 $171$320,430 TRUSTEE$0 Similar name, revenue differs more than 10x
CARMACK CHARITABLE TROKB82 $136,763$158,458 CORPORATE TRUSTEE$30,332 Similar name, revenue differs more than 10x
TRAVER CHARITABLE TR BMOT20 $43,932$19,096 TRUSTEE$0 Similar name, revenue differs more than 10x
JARVIS CHARITABLE TRMNT20 $2,678$4,140 TRUSTEE$0 Similar name, revenue differs more than 10x
VERA J CASADO CHARITABLE TRKST22 $103,404$127,520 TRUSTEE$21,296 Similar name, revenue differs more than 10x
CANDA CHARITABLE TRMONot reported $821,937$1,113,566 Trustee$0 Similar name, revenue differs more than 10x
REBA J WALKER CHARITABLE TRSDO99 $807,196$625,068 TRUSTEE$79,258 Similar name, revenue differs more than 10x
CASCO CHARITABLE TRTXT20 $156,051$60,800 Trustee$0 Similar name, revenue differs more than 10x
JCGF CHARITABLE TROHT11 $44,662$103,283 TRUSTEE$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

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 · $21,573,451 spent · pay $1,804,756 · grants $17,360,889 · events $5,297
LineAs describedTotalShare
Contributions, gifts, grants paid $17,360,889 80.5%
Fees: other professional $1,535,156 7.1%
Other salaries and wages $886,244 4.1%
Pay: officers, directors, trustees $658,983 3.1%
Taxes $506,808 2.3%
Pension plans and employee benefits $259,529 1.2%
Other expenses $162,797 0.8%
Depreciation and depletion $124,944 0.6%
Fees: accounting $59,059 0.3%
Fees: legal $12,132 0.1%
Travel, conferences and meetings $5,297 0.0%
Printing and publications $1,613 0.0%
Total$21,573,451100%

View the filing

2023 · Form 990PF · $12,073,380 spent · pay $1,698,288 · grants $8,074,002 · events $3,478
LineAs describedTotalShare
Contributions, gifts, grants paid $8,074,002 66.9%
Fees: other professional $1,307,488 10.8%
Other salaries and wages $766,160 6.3%
Pay: officers, directors, trustees $616,528 5.1%
Taxes $540,400 4.5%
Pension plans and employee benefits $315,600 2.6%
Other expenses $281,456 2.3%
Depreciation and depletion $126,543 1.0%
Fees: accounting $24,850 0.2%
Fees: legal $15,845 0.1%
Travel, conferences and meetings $3,478 0.0%
Printing and publications $1,030 0.0%
Total$12,073,380100%

View the filing

2022 · Form 990PF · $12,929,556 spent · pay $1,426,678 · grants $9,457,263 · events $3,094
LineAs describedTotalShare
Contributions, gifts, grants paid $9,457,263 73.1%
Fees: other professional $1,194,091 9.2%
Pay: officers, directors, trustees $595,428 4.6%
Other salaries and wages $543,657 4.2%
Taxes $492,008 3.8%
Pension plans and employee benefits $287,593 2.2%
Other expenses $231,604 1.8%
Depreciation and depletion $63,379 0.5%
Fees: accounting $41,325 0.3%
Fees: legal $18,804 0.1%
Travel, conferences and meetings $3,094 0.0%
Printing and publications $1,310 0.0%
Total$12,929,556100%

View the filing

2021 · Form 990PF · $11,712,489 spent · pay $1,329,580 · grants $8,372,429 · events $2,902
LineAs describedTotalShare
Contributions, gifts, grants paid $8,372,429 71.5%
Fees: other professional $1,363,746 11.6%
Pay: officers, directors, trustees $566,393 4.8%
Other salaries and wages $521,287 4.5%
Taxes $403,066 3.4%
Pension plans and employee benefits $241,900 2.1%
Other expenses $129,345 1.1%
Depreciation and depletion $64,783 0.6%
Fees: accounting $36,520 0.3%
Fees: legal $8,099 0.1%
Travel, conferences and meetings $2,902 0.0%
Printing and publications $2,019 0.0%
Total$11,712,489100%

View the filing

2020 · Form 990PF · $18,924,005 spent · pay $1,251,956 · grants $16,167,514 · events $881
LineAs describedTotalShare
Contributions, gifts, grants paid $16,167,514 85.4%
Fees: other professional $1,102,131 5.8%
Pay: officers, directors, trustees $518,416 2.7%
Other salaries and wages $488,775 2.6%
Pension plans and employee benefits $244,765 1.3%
Taxes $163,615 0.9%
Other expenses $127,767 0.7%
Depreciation and depletion $67,236 0.4%
Fees: accounting $34,400 0.2%
Fees: legal $6,991 0.0%
Printing and publications $1,514 0.0%
Travel, conferences and meetings $881 0.0%
Total$18,924,005100%

View the filing

2019 · Form 990PF · $19,085,855 spent · pay $1,236,728 · grants $16,329,449 · events $3,278
LineAs describedTotalShare
Contributions, gifts, grants paid $16,329,449 85.6%
Fees: other professional $1,060,172 5.6%
Pay: officers, directors, trustees $538,998 2.8%
Other salaries and wages $451,296 2.4%
Pension plans and employee benefits $246,434 1.3%
Taxes $232,178 1.2%
Other expenses $108,928 0.6%
Depreciation and depletion $69,338 0.4%
Fees: accounting $33,900 0.2%
Fees: legal $10,549 0.1%
Travel, conferences and meetings $3,278 0.0%
Printing and publications $1,335 0.0%
Total$19,085,855100%

View the filing

2018 · Form 990PF · $19,394,491 spent · pay $1,114,071 · grants $16,631,797 · events $5,720
LineAs describedTotalShare
Contributions, gifts, grants paid $16,631,797 85.8%
Fees: other professional $1,180,532 6.1%
Pay: officers, directors, trustees $535,174 2.8%
Other salaries and wages $364,314 1.9%
Taxes $216,845 1.1%
Pension plans and employee benefits $214,583 1.1%
Other expenses $131,958 0.7%
Depreciation and depletion $70,864 0.4%
Fees: accounting $34,555 0.2%
Fees: legal $6,867 0.0%
Travel, conferences and meetings $5,720 0.0%
Printing and publications $1,282 0.0%
Total$19,394,491100%

View the filing

2017 · Form 990PF · $19,919,635 spent · pay $1,082,496 · grants $17,122,052 · events $5,229
LineAs describedTotalShare
Contributions, gifts, grants paid $17,122,052 86.0%
Fees: other professional $1,152,152 5.8%
Pay: officers, directors, trustees $523,448 2.6%
Other salaries and wages $354,684 1.8%
Taxes $309,956 1.6%
Pension plans and employee benefits $204,364 1.0%
Other expenses $123,257 0.6%
Depreciation and depletion $71,346 0.4%
Fees: accounting $38,983 0.2%
Fees: legal $12,999 0.1%
Travel, conferences and meetings $5,229 0.0%
Printing and publications $1,165 0.0%
Total$19,919,635100%

View the filing

2016 · Form 990PF · $17,873,549 spent · pay $1,058,008 · grants $15,412,815 · events $4,929
LineAs describedTotalShare
Contributions, gifts, grants paid $15,412,815 86.2%
Fees: other professional $988,488 5.5%
Pay: officers, directors, trustees $515,813 2.9%
Other salaries and wages $344,789 1.9%
Taxes $200,705 1.1%
Pension plans and employee benefits $197,406 1.1%
Other expenses $103,724 0.6%
Depreciation and depletion $72,628 0.4%
Fees: accounting $26,100 0.1%
Fees: legal $5,053 0.0%
Travel, conferences and meetings $4,929 0.0%
Printing and publications $1,099 0.0%
Total$17,873,549100%

View the filing

2015 · Form 990PF · $17,487,475 spent · pay $1,009,369 · grants $15,082,931 · events $3,858
LineAs describedTotalShare
Contributions, gifts, grants paid $15,082,931 86.2%
Fees: other professional $934,937 5.3%
Pay: officers, directors, trustees $492,269 2.8%
Other salaries and wages $334,800 1.9%
Taxes $228,285 1.3%
Pension plans and employee benefits $182,300 1.0%
Other expenses $116,235 0.7%
Depreciation and depletion $73,807 0.4%
Fees: accounting $30,640 0.2%
Fees: legal $6,660 0.0%
Travel, conferences and meetings $3,858 0.0%
Printing and publications $753 0.0%
Total$17,487,475100%

View the filing

2014 · Form 990PF · $18,249,465 spent · pay $958,421 · grants $15,776,923 · events $3,676
LineAs describedTotalShare
Contributions, gifts, grants paid $15,776,923 86.5%
Fees: other professional $1,028,226 5.6%
Pay: officers, directors, trustees $469,903 2.6%
Other salaries and wages $324,434 1.8%
Taxes $255,340 1.4%
Pension plans and employee benefits $164,084 0.9%
Other expenses $111,424 0.6%
Depreciation and depletion $72,754 0.4%
Fees: accounting $31,472 0.2%
Fees: legal $10,043 0.1%
Travel, conferences and meetings $3,676 0.0%
Printing and publications $1,186 0.0%
Total$18,249,465100%

View the filing

2013 · Form 990PF · $16,983,541 spent · pay $919,096 · grants $14,759,593 · events $4,127
LineAs describedTotalShare
Contributions, gifts, grants paid $14,759,593 86.9%
Fees: other professional $989,931 5.8%
Pay: officers, directors, trustees $461,935 2.7%
Other salaries and wages $301,382 1.8%
Pension plans and employee benefits $155,779 0.9%
Other expenses $104,731 0.6%
Taxes $101,853 0.6%
Depreciation and depletion $70,423 0.4%
Fees: accounting $28,550 0.2%
Fees: legal $4,139 0.0%
Travel, conferences and meetings $4,127 0.0%
Printing and publications $1,098 0.0%
Total$16,983,541100%

View the filing

2012 · Form 990PF · $15,293,819 spent · pay $896,975 · grants $13,200,122 · events $2,378
LineAs describedTotalShare
Contributions, gifts, grants paid $13,200,122 86.3%
Fees: other professional $863,893 5.6%
Pay: officers, directors, trustees $456,798 3.0%
Other salaries and wages $285,171 1.9%
Pension plans and employee benefits $155,006 1.0%
Taxes $116,792 0.8%
Other expenses $110,654 0.7%
Depreciation and depletion $69,932 0.5%
Fees: accounting $23,275 0.2%
Fees: legal $8,688 0.1%
Travel, conferences and meetings $2,378 0.0%
Printing and publications $1,110 0.0%
Total$15,293,819100%

View the filing

2011 · Form 990PF · $15,370,464 spent · pay $885,440 · grants $12,988,905 · events $4,073
LineAs describedTotalShare
Contributions, gifts, grants paid $12,988,905 84.5%
Fees: other professional $1,129,800 7.4%
Pay: officers, directors, trustees $447,199 2.9%
Other salaries and wages $277,353 1.8%
Taxes $167,517 1.1%
Pension plans and employee benefits $160,888 1.0%
Other expenses $95,538 0.6%
Depreciation and depletion $68,135 0.4%
Fees: accounting $23,125 0.2%
Fees: legal $6,958 0.0%
Travel, conferences and meetings $4,073 0.0%
Printing and publications $973 0.0%
Total$15,370,464100%

View the filing