UMSIZI FUND
Cite this
Plain text UMSIZI FUND. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/umsizi-fund-461723396. Retrieved 2026-11-01.
APA furp.org. (n.d.). UMSIZI FUND [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 1, 2026, from https://furp.org/org/umsizi-fund-461723396
MLA “UMSIZI FUND.” furp.org, tax years 2014–2024, https://furp.org/org/umsizi-fund-461723396. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $172K · expenses $710K · assets $7.3M
- EIN
- 46-1723396
- Address
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- NTEE code
- B82
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 2013 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 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 |
|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 2014-2024 | 1 | $0 reported | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 2014-2024 | 1 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2018 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2017 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Dir, Pres | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | Dir, Sec, Treas, VP | 1 | $0 | - | $0 | $0 | 1 |
2016 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Pres / Dir | 1 | $0 | - | $0 | $0 | 1 |
| Roy Edgar Brakeman III | VP / Dir / Sec / Treas | 1 | $0 | - | $0 | $0 | 1 |
2014 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Amy Brakeman | Pres / Dir | 1 | $0 | - | - | $0 | 1 |
| Roy Edgar Brakeman III | VP / Dir / Sec / Treas | 1 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
2020 · 1 contractor · $117K
| Name | Location | Service | Paid |
|---|---|---|---|
| Kathryn Bunten-Wren | Boston, MA | Philanthropic | $117,295 |
2017 · 1 contractor · $65K
| Name | Location | Service | Paid |
|---|---|---|---|
| Dalberg Consulting | GROSVENOR CORNER BLDG ROSEBANK, JOHANNESBURG | Philanthropic svcs | $65,000 |
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 · 4 grants to organizations · $670K
2023 · 6 grants to organizations · $1.1M
2022 · 12 grants to organizations · $984K
2021 · 7 grants to organizations · $970K
2020 · 6 grants to organizations · $278K
2018 · 19 grants to organizations · $418K
2017 · 14 grants to organizations · $464K
2016 · 41 grants to organizations · $993K
2014 · 12 grants to organizations · $234K
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.
2021 · 1 contributor · $177K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | SAGE Brakeman LLC | Person | Sausalito, CA | $176,605 | $176,605 | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $114K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | SAGE Brakeman LLC | Person | Sausalito, CA | $114,398 | $114,398 | Form 990PF Sch. B, 2020 · filing |
2018 · 1 contributor · $664K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Brakeman III Roy Edgar | Person | Sausalito, CA | $663,783 | $663,783 | Form 990PF Sch. B, 2018 · filing |
2016 · 1 contributor · $5.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Brakeman III Roy Edgar | Person | Cambridge, MA | $5,000,000 | - | Form 990PF Sch. B, 2016 · filing |
2014 · 1 contributor · $3.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Brakeman III Roy Edgar | Person | Wellesley, MA | $3,895,504 | $3,895,504 | Form 990PF Sch. B, 2014 · 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $172,138 | $710,324 | $7,315,073 | $7,315,073 | $0 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $127,175 | $1,187,285 | $7,853,259 | $7,853,259 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $118,276 | $1,040,244 | $8,913,369 | $8,913,369 | $0 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $438,000 | $1,045,532 | $9,835,337 | $9,835,337 | $176,605 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $345,012 | $551,390 | $10,442,869 | $10,442,869 | $114,398 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $823,913 | $530,934 | $10,618,822 | $10,618,822 | $663,783 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $156,997 | $612,186 | $10,325,843 | $10,325,843 | $0 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $5,052,681 | $1,052,509 | $10,781,243 | $10,780,332 | $5,000,000 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $3,778,378 | $347,802 | $5,602,873 | $5,602,873 | $3,895,504 | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
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 |
|---|---|---|---|---|---|---|---|
| DON AND ROY SPLAWN CHARITABLE FOUNDATION WEST INC | DE | B82 | $196,522 | $278,345 | Dir, Sec, VP, Executive Dir | $52,500 | Same NTEE code B82, revenue within 2x, same state |
| FRESH START SCHOLARSHIP FOUNDATION INC | DE | B82 | $152,774 | $145,307 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| UCEF FUND INC | NY | B82 | $157,427 | $100,856 | EXECUTIVE DIRECTOR | $165,000 | Same NTEE code B82, revenue within 2x |
| GENEVA FUND | TX | B82 | $168,564 | $7,417 | Secretary | $0 | Same NTEE code B82, revenue within 2x |
| HOLLY GIVEN FUND | FL | B82 | $191,935 | $162,632 | DIRECTOR | $12,000 | Same NTEE code B82, revenue within 2x |
| CARH SCHOLARSHIP FUND | VA | B82 | $196,988 | $117,904 | Secretary/ Executive Director | $198,152 | Same NTEE code B82, revenue within 2x |
| TIFT ENDOWMENT FUND INC | TX | B82 | $161,772 | $104,000 | President | $0 | Same NTEE code B82, revenue within 2x |
| RSPA SCHOLARSHIP FUND INC | NC | B82 | $191,999 | $120,240 | CHAIR | $0 | Same NTEE code B82, revenue within 2x |
| QUAIL HOLLOW EMPLOYEE FUND | NC | B82 | $170,676 | $65,290 | Pres./Treas. | $0 | Same NTEE code B82, revenue within 2x |
| GURUKRIPA EDUCATIONAL FUND | AZ | B82 | $186,479 | $55,356 | Trustee | $0 | Same NTEE code B82, revenue within 2x |
| TROWBRIDGE SCHOLARSHIP FUND | MO | B82 | $169,592 | $111,911 | TRUSTEE | $25,697 | Same NTEE code B82, revenue within 2x |
| THE COMMUNITY RESOURCE FUND | NM | B82 | $180,435 | $84,002 | TREASURER | $0 | Same NTEE code B82, revenue within 2x |
| BLUE WATER SCHOLARSHIP FUND | TX | B82 | $187,715 | $220,073 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x |
| UNIVERSITY CLUB SCHOLARSHIP FUND INC | MA | B82 | $198,056 | $187,053 | CHAIR | $0 | Same NTEE code B82, revenue within 2x |
| PETER G COLTON MEMORIAL FUND | MA | B82 | $198,070 | $115,204 | Director | $0 | Same NTEE code B82, revenue within 2x |
| WESTBY NORSE SCHOLARSHIP FUND | WI | B82 | $177,338 | $112,098 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x |
| IALD EDUCATIONAL TRUST FUND INC | IL | B82 | $179,146 | $135,847 | CONTROLLER | $18,584 | Same NTEE code B82, revenue within 2x |
| FELLAS COLLEGE SCHOLARSHIP FUND | NY | B82 | $181,450 | $198,251 | President | $0 | Same NTEE code B82, revenue within 2x |
| BEL-AIR BAY CLUB CHARITABLE FUND | CA | B82 | $183,990 | $75,375 | PRES | $0 | Same NTEE code B82, revenue within 2x |
| IEBA EDUCATIONAL OUTREACH FUND | TN | B82 | $190,441 | $198,211 | VP / TREASUR | $0 | Same NTEE code B82, revenue within 2x |
| SAMUEL N BEMIS SCHOLARSHIP FUND | OH | B82 | $191,144 | $100,866 | TRUSTEE | $22,011 | Same NTEE code B82, revenue within 2x |
| FOUR RIVERS SCHOLARSHIP FUND INC | KY | B82 | $182,056 | $212,739 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x |
| HAMPTON-DUMONT SCHOLARSHIP FUND | IA | B82 | $186,646 | $228,068 | President | $0 | Same NTEE code B82, revenue within 2x |
| ANDERSON COUNTY SCHOLARSHIP FUND | KY | B82 | $176,201 | $111,311 | Trustee | $0 | Same NTEE code B82, revenue within 2x |
| HEBERT MEMORIAL SCHOLARSHIP FUND | MI | B82 | $160,313 | $115,571 | TRUSTEE | $0 | Same NTEE code B82, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $710,324 spent · pay $0 · grants $670,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $670,000 | 94.3% | |
| Other expenses | $32,701 | 4.6% | |
| Fees: other professional | $6,023 | 0.8% | |
| Taxes | $1,600 | 0.2% | |
| Total | $710,324 | 100% |
2023 · Form 990PF · $1,187,285 spent · pay $0 · grants $1,125,000 · events $8,699
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,125,000 | 94.8% | |
| Other expenses | $51,186 | 4.3% | |
| Travel, conferences and meetings | $8,699 | 0.7% | |
| Fees: other professional | $1,400 | 0.1% | |
| Taxes | $1,000 | 0.1% | |
| Total | $1,187,285 | 100% |
2022 · Form 990PF · $1,040,244 spent · pay $0 · grants $984,500 · events $1,963
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $984,500 | 94.6% | |
| Other expenses | $41,928 | 4.0% | |
| Taxes | $8,115 | 0.8% | |
| Travel, conferences and meetings | $1,963 | 0.2% | |
| Fees: other professional | $1,950 | 0.2% | |
| Fees: legal | $1,788 | 0.2% | |
| Total | $1,040,244 | 100% |
2021 · Form 990PF · $1,045,532 spent · pay $0 · grants $970,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $970,000 | 92.8% | |
| Other expenses | $47,770 | 4.6% | |
| Fees: other professional | $12,733 | 1.2% | |
| Fees: legal | $9,360 | 0.9% | |
| Taxes | $5,669 | 0.5% | |
| Total | $1,045,532 | 100% |
2020 · Form 990PF · $551,390 spent · pay $0 · grants $277,746 · events $8,379
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $277,746 | 50.4% | |
| Fees: other professional | $216,804 | 39.3% | |
| Other expenses | $43,525 | 7.9% | |
| Travel, conferences and meetings | $8,379 | 1.5% | |
| Taxes | $3,986 | 0.7% | |
| Fees: legal | $950 | 0.2% | |
| Total | $551,390 | 100% |
2018 · Form 990PF · $530,934 spent · pay $0 · grants $417,633 · events $33,108
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $417,633 | 78.7% | |
| Other expenses | $37,071 | 7.0% | |
| Travel, conferences and meetings | $33,108 | 6.2% | |
| Fees: other professional | $29,540 | 5.6% | |
| Taxes | $13,582 | 2.6% | |
| Total | $530,934 | 100% |
2017 · Form 990PF · $612,186 spent · pay $0 · grants $463,765 · events $45,872
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $463,765 | 75.8% | |
| Fees: other professional | $65,000 | 10.6% | |
| Travel, conferences and meetings | $45,872 | 7.5% | |
| Other expenses | $35,249 | 5.8% | |
| Taxes | $2,300 | 0.4% | |
| Total | $612,186 | 100% |
2016 · Form 990PF · $1,052,509 spent · pay $0 · grants $993,389 · events $23,037
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $993,389 | 94.4% | |
| Other expenses | $29,883 | 2.8% | |
| Travel, conferences and meetings | $23,037 | 2.2% | |
| Fees: other professional | $5,400 | 0.5% | |
| Taxes | $800 | 0.1% | |
| Total | $1,052,509 | 100% |
2014 · Form 990PF · $347,802 spent · pay $0 · grants $233,550 · events $26,485
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $233,550 | 67.2% | |
| Taxes | $66,074 | 19.0% | |
| Travel, conferences and meetings | $26,485 | 7.6% | |
| Other expenses | $21,583 | 6.2% | |
| Occupancy | $110 | 0.0% | |
| Total | $347,802 | 100% |
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