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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Amy Brakeman Dir, Pres2014-2024 1 $0 reported 1
Roy Edgar Brakeman III Dir, Sec, Treas, VP2014-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Dir, Pres1 $0-$0 $01
Roy Edgar Brakeman III Dir, Sec, Treas, VP1 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Pres / Dir1 $0-$0 $01
Roy Edgar Brakeman III VP / Dir / Sec / Treas1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Amy Brakeman Pres / Dir1 $0-- $01
Roy Edgar Brakeman III VP / Dir / Sec / Treas1 $0-- $01

Highest-paid independent contractors

2020 · 1 contractor · $117K
NameLocationServicePaid
Kathryn Bunten-WrenBoston, MAPhilanthropic$117,295
2017 · 1 contractor · $65K
NameLocationServicePaid
Dalberg ConsultingGROSVENOR CORNER BLDG ROSEBANK, JOHANNESBURGPhilanthropic 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
#ContributorTypeCity, stateTotalNoncashSource
1 SAGE Brakeman LLC Person Sausalito, CA $176,605$176,605 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $114K
#ContributorTypeCity, stateTotalNoncashSource
1 SAGE Brakeman LLC Person Sausalito, CA $114,398$114,398 Form 990PF Sch. B, 2020 · filing
2018 · 1 contributor · $664K
#ContributorTypeCity, stateTotalNoncashSource
1 Brakeman III Roy Edgar Person Sausalito, CA $663,783$663,783 Form 990PF Sch. B, 2018 · filing
2016 · 1 contributor · $5.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Brakeman III Roy Edgar Person Cambridge, MA $5,000,000- Form 990PF Sch. B, 2016 · filing
2014 · 1 contributor · $3.9M
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$172,138$710,324 $7,315,073$7,315,073 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$127,175$1,187,285 $7,853,259$7,853,259 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$118,276$1,040,244 $8,913,369$8,913,369 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$438,000$1,045,532 $9,835,337$9,835,337 $176,605- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$345,012$551,390 $10,442,869$10,442,869 $114,398- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$823,913$530,934 $10,618,822$10,618,822 $663,783- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$156,997$612,186 $10,325,843$10,325,843 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$5,052,681$1,052,509 $10,781,243$10,780,332 $5,000,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DON AND ROY SPLAWN CHARITABLE FOUNDATION WEST INCDEB82 $196,522$278,345 Dir, Sec, VP, Executive Dir$52,500 Same NTEE code B82, revenue within 2x, same state
FRESH START SCHOLARSHIP FOUNDATION INCDEB82 $152,774$145,307 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
UCEF FUND INCNYB82 $157,427$100,856 EXECUTIVE DIRECTOR$165,000 Same NTEE code B82, revenue within 2x
GENEVA FUNDTXB82 $168,564$7,417 Secretary$0 Same NTEE code B82, revenue within 2x
HOLLY GIVEN FUNDFLB82 $191,935$162,632 DIRECTOR$12,000 Same NTEE code B82, revenue within 2x
CARH SCHOLARSHIP FUNDVAB82 $196,988$117,904 Secretary/ Executive Director$198,152 Same NTEE code B82, revenue within 2x
TIFT ENDOWMENT FUND INCTXB82 $161,772$104,000 President$0 Same NTEE code B82, revenue within 2x
RSPA SCHOLARSHIP FUND INCNCB82 $191,999$120,240 CHAIR$0 Same NTEE code B82, revenue within 2x
QUAIL HOLLOW EMPLOYEE FUNDNCB82 $170,676$65,290 Pres./Treas.$0 Same NTEE code B82, revenue within 2x
GURUKRIPA EDUCATIONAL FUNDAZB82 $186,479$55,356 Trustee$0 Same NTEE code B82, revenue within 2x
TROWBRIDGE SCHOLARSHIP FUNDMOB82 $169,592$111,911 TRUSTEE$25,697 Same NTEE code B82, revenue within 2x
THE COMMUNITY RESOURCE FUNDNMB82 $180,435$84,002 TREASURER$0 Same NTEE code B82, revenue within 2x
BLUE WATER SCHOLARSHIP FUNDTXB82 $187,715$220,073 CHAIRMAN$0 Same NTEE code B82, revenue within 2x
UNIVERSITY CLUB SCHOLARSHIP FUND INCMAB82 $198,056$187,053 CHAIR$0 Same NTEE code B82, revenue within 2x
PETER G COLTON MEMORIAL FUNDMAB82 $198,070$115,204 Director$0 Same NTEE code B82, revenue within 2x
WESTBY NORSE SCHOLARSHIP FUNDWIB82 $177,338$112,098 PRESIDENT$0 Same NTEE code B82, revenue within 2x
IALD EDUCATIONAL TRUST FUND INCILB82 $179,146$135,847 CONTROLLER$18,584 Same NTEE code B82, revenue within 2x
FELLAS COLLEGE SCHOLARSHIP FUNDNYB82 $181,450$198,251 President$0 Same NTEE code B82, revenue within 2x
BEL-AIR BAY CLUB CHARITABLE FUNDCAB82 $183,990$75,375 PRES$0 Same NTEE code B82, revenue within 2x
IEBA EDUCATIONAL OUTREACH FUNDTNB82 $190,441$198,211 VP / TREASUR$0 Same NTEE code B82, revenue within 2x
SAMUEL N BEMIS SCHOLARSHIP FUNDOHB82 $191,144$100,866 TRUSTEE$22,011 Same NTEE code B82, revenue within 2x
FOUR RIVERS SCHOLARSHIP FUND INCKYB82 $182,056$212,739 CHAIRMAN$0 Same NTEE code B82, revenue within 2x
HAMPTON-DUMONT SCHOLARSHIP FUNDIAB82 $186,646$228,068 President$0 Same NTEE code B82, revenue within 2x
ANDERSON COUNTY SCHOLARSHIP FUNDKYB82 $176,201$111,311 Trustee$0 Same NTEE code B82, revenue within 2x
HEBERT MEMORIAL SCHOLARSHIP FUNDMIB82 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
YORK COUNTY COMMUNITY FOUNDATION DAF sponsor$895,3018 12013–2024 GRETCHEN WOLF SWARTZ SCHOLARSHIP FUND INC
FORGOOD INC DAF sponsor$813,67220 32010–2024 CHRISTIAN SCHOLARSHIP FUND OF ARIZONA; ROCHESTER CHILDRENS SCHOLARSHIP FUND INC; HEALDSBURG ROTARY SCHOLARSHIP FUND
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$602,08036 152016–2024 ONE HORSE HOLLOW SCHOLARSHIP AND RELIEF FUND INC; FUND FOR WOMEN OF THE SOUTHERN TIER INC; FINANCIAL WOMENS ASSOCIATION OF SAN FRANCISCO SCHOLARSHIP FUND INC; LOST DUNES MEMORIAL SCHOLARSHIP FUND and 11 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$426,45534 112014–2024 FINANCIAL WOMENS ASSOCIATION OF SAN FRANCISCO SCHOLARSHIP FUND INC; WESTBY NORSE SCHOLARSHIP FUND; CULVER CITY COMMUNITY SCHOLARSHIP FUND INC; FUND FOR WOMEN OF THE SOUTHERN TIER INC and 7 more
BUCKS CREEK FOUNDATION Private foundation$285,00012 12012–2023 THE WILFREDO PEREZ JR MEMORIAL FUND INC
DELAWARE COMMUNITY FOUNDATION DAF sponsor$254,28110 12014–2024 FRESH START SCHOLARSHIP FOUNDATION INC
COMMUNITY FOUNDATION OF TAMPA BAY INC DAF sponsor$228,37012 12013–2024 FREEDOM PLAZA SCHOLARSHIP FUND INCORPORATED
FOSTER AND EVELYN BARKEMA CHARITABLE TR Private foundation$193,2003 12014–2016 HAMPTON-DUMONT SCHOLARSHIP FUND
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$138,2084 32021–2024 GENEVA FUND; DAVID & DOVETTA WILSON SCHOLARSHIP FUND; LOST DUNES MEMORIAL SCHOLARSHIP FUND
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$86,0007 12017–2024 AJJ SCHOLARSHIP FUND INCORPORATED
IMPACTASSETS INC DAF sponsor$80,0004 12021–2024 FINANCIAL WOMENS ASSOCIATION OF SAN FRANCISCO SCHOLARSHIP FUND INC
JEWISH COMMUNAL FUND DAF sponsor$63,5353 12018–2024 UCEF FUND INC
WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION Private foundation$56,0005 12018–2024 LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND
PARTLO FOUNDATION INC Private foundation$50,0001 12024–2024 GARNER ROTARY CLUB TRUST FUND INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$43,4007 42016–2024 BEL-AIR BAY CLUB CHARITABLE FUND; PETER G COLTON MEMORIAL FUND; HEALDSBURG ROTARY SCHOLARSHIP FUND; TED MULLER CAMP SCHOLARSHIP FUND INC

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
LineAs describedTotalShare
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$710,324100%

View the filing

2023 · Form 990PF · $1,187,285 spent · pay $0 · grants $1,125,000 · events $8,699
LineAs describedTotalShare
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$1,187,285100%

View the filing

2022 · Form 990PF · $1,040,244 spent · pay $0 · grants $984,500 · events $1,963
LineAs describedTotalShare
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$1,040,244100%

View the filing

2021 · Form 990PF · $1,045,532 spent · pay $0 · grants $970,000 · events $0
LineAs describedTotalShare
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$1,045,532100%

View the filing

2020 · Form 990PF · $551,390 spent · pay $0 · grants $277,746 · events $8,379
LineAs describedTotalShare
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$551,390100%

View the filing

2018 · Form 990PF · $530,934 spent · pay $0 · grants $417,633 · events $33,108
LineAs describedTotalShare
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$530,934100%

View the filing

2017 · Form 990PF · $612,186 spent · pay $0 · grants $463,765 · events $45,872
LineAs describedTotalShare
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$612,186100%

View the filing

2016 · Form 990PF · $1,052,509 spent · pay $0 · grants $993,389 · events $23,037
LineAs describedTotalShare
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$1,052,509100%

View the filing

2014 · Form 990PF · $347,802 spent · pay $0 · grants $233,550 · events $26,485
LineAs describedTotalShare
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$347,802100%

View the filing

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