EXCELSIOR FOUNDATION TR

Cite this

Plain text EXCELSIOR FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2018–2025. https://furp.org/org/excelsior-foundation-tr-516508171. Retrieved 2026-10-28.

APA furp.org. (n.d.). EXCELSIOR FOUNDATION TR [Nonprofit organization profile; tax years 2018–2025]. Retrieved October 28, 2026, from https://furp.org/org/excelsior-foundation-tr-516508171

MLA “EXCELSIOR FOUNDATION TR.” furp.org, tax years 2018–2025, https://furp.org/org/excelsior-foundation-tr-516508171. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2018–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $31K · expenses $27K · assets $172K

EIN
51-6508171
Address
PO BOX 70, WILMINGTON, DE 19899-0070
NTEE code
T20Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
July 1998 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 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
Wilmington Trust Company Institution TRUSTEE2018-2025 $378$1,777 90
Wilmington Trust Co Institution (former) TRUSTEE2021 $255$255 15

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jonathan Russell ADVISOR2024-2025 1 $0 reported 1
Justine V R Russell ADVISOR2018-2025 1 $0 reported 2
Johnathan Russell (former) ADVISOR2023 10 $0 reported 1
Nancy Milliken (former) ADVISOR2018-2022 10 $0 reported 2

People by year

2025 · 3 people listed · 1 paid, $378
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE1 $378-- $37890
JONATHAN RUSSELL ADVISOR1 $0-- $01
JUSTINE V R RUSSELL ADVISOR1 $0-- $02
2024 · 3 people listed · 1 paid, $389
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE1 $389-- $38990
JONATHAN RUSSELL ADVISOR1 $0-- $01
JUSTINE V R RUSSELL ADVISOR1 $0-- $02
2023 · 3 people listed · 1 paid, $347
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE10 $347-- $34790
JOHNATHAN RUSSELL ADVISOR10 $0-- $01
JUSTINE V R RUSSELL ADVISOR10 $0-- $02
2022 · 3 people listed · 1 paid, $281
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE10 $281-- $28190
NANCY MILLIKEN ADVISOR10 $0-- $02
JUSTINE V R RUSSELL ADVISOR10 $0-- $02
2021 · 3 people listed · 1 paid, $255
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST CO Institution TRUSTEE10 $255-- $25515
NANCY MILLIKEN ADVISOR10 $0-- $02
JUSTINE V R RUSSELL ADVISOR10 $0-- $02
2020 · 3 people listed · 1 paid, $183
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE1 $183-$0 $18390
NANCY MILLIKEN ADVISOR1 $0-$0 $02
JUSTINE V R RUSSELL ADVISOR1 $0-$0 $02
2018 · 3 people listed · 1 paid, $199
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILMINGTON TRUST COMPANY Institution TRUSTEE1 $199-$0 $19990
NANCY MILLIKEN ADVISOR1 $0-$0 $02
JUSTINE V R RUSSELL ADVISOR1 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 7 grants to organizations · $26K
2024 · 7 grants to organizations · $26K
2023 · 6 grants to organizations · $23K
2022 · 7 grants to organizations · $25K
2021 · 6 grants to organizations · $20K
2020 · 6 grants to organizations · $20K
2018 · 6 grants to organizations · $19K

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
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$31,185$26,610 $171,899$171,899 -- $378--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$10,247$26,881 $167,362$167,362 -- $389--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$19,727$23,665 $184,075$184,075 -- $347--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$6,845$25,631 $188,076$188,076 -- $281--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$11,414$21,080 $206,899$206,899 -- $255--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$20,625$20,457 $216,537$216,537 -- $183--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$10,697$19,610 $227,673$227,673 -- $199--

Connected to

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

Funders of this organization

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

Similar organizations

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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FRIES FOUNDATIONDET20 $31,343$94,547 Pres, Dir, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
THE JEMF FOUNDATIONDET20 $33,499$81,548 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION FOR DEMOCRACYDET20 $33,449$29,495 CO-CHAIR/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
AVENTURINE TREE FOUNDATIONDET20 $32,225$175,785 Dir, VP$0 Same NTEE code T20, revenue within 2x, same state
BAXA FAMILY FOUNDATIONDET20 $32,945$40,159 Dir$0 Same NTEE code T20, revenue within 2x, same state
MSR FOUNDATION USA INCDET20 $31,000$26,837 Chairman$0 Same NTEE code T20, revenue within 2x, same state
SMANG FAMILY FOUNDATIONDET20 $32,436$172,721 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
THE GAINEY FAMILY FOUNDATIONDET20 $32,796$47,918 Dir, Sec, VP$0 Same NTEE code T20, revenue within 2x, same state
MIRANDON FOUNDATION FOR HOPE INCDET20 $33,058$46,541 Dir, VP$0 Same NTEE code T20, revenue within 2x, same state
MELLINGER FAMILY FOUNDATIONDET20 $33,939$15,675 Dir, Sec, Pres$0 Same NTEE code T20, revenue within 2x, same state
WEPRIN FAMILY FOUNDATION INCDET20 $33,185$15,628 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
EMPIRE LOAN CHARITABLE FOUNDATIONDET20 $32,035$31,673 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
G SCHOENFELD FAMILY FOUNDATIONDET20 $28,886$58,622 Pres, Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
MERCIFUL REST SOCIETY INC TRUST UW FBO KENTMEREDET20 $29,935$26,156 TRUSTEE$6,726 Same NTEE code T20, revenue within 2x, same state
GUARDIANS OF LIFE INCDET20 $30,387$43,804 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
TRAN FOUNDATIONFLT20 $30,000$2,376 BOARD CO PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
ENKEL FOUNDATIONMNT20 $32,614$66,617 Tax Officer$7,867 Same NTEE code T20, revenue within 2x, similar name
EVANS FOUNDATIONPAT20 $32,889$111,988 VICE PRESIDENT$30,000 Same NTEE code T20, revenue within 2x, similar name
BEAMER FAM FOUNDATION TRMIT20 $33,069$53,890 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
AM FOUNDATIONWAT20 $31,718$19,787 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
YU FOUNDATIONNVT20 $30,500$0 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
HARBOR FOUNDATIONMET20 $32,571$28,517 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MLFB FOUNDATION TRUSTOHT20 $30,989$10,502 PRESIDENT$0 Same NTEE code T20, revenue within 2x
X & Z FOUNDATIONCAT20 $31,710$35,534 Secretary$0 Same NTEE code T20, revenue within 2x
SGV FOUNDATIONNYT20 $31,720$17,514 Trustee$0 Same NTEE code T20, 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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$163,5003 12022–2024 REGROUP FOUNDATION
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$75,2545 12021–2025 LENOX FOUNDATION INC
MINNESOTA COMMUNITY FOUNDATION DAF sponsor$58,4735 12010–2016 LENOX FOUNDATION INC
DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION Private foundation$30,0001 12016–2016 LABA FOUNDATION
FORGOOD INC DAF sponsor$10,7022 12019–2020 APA SHERPA FOUNDATION
TELEMACHUS FOUNDATION TO EMPOWER THE POOR AND END WAR Private foundation$9,6001 12021–2021 PROSPECT FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$5,9111 12024–2024 APA SHERPA FOUNDATION
SUMMIT FOUNDATION INC Private foundation$2,0001 12025–2025 APA SHERPA FOUNDATION
WEBSTER H STURDIVANT TR 27-6251-00-6 Private foundation$1,1121 12024–2024 HARBOR FOUNDATION
KEENAN FOUNDATION INC Private foundation$1,0001 12021–2021 APA SHERPA FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$4294 12020–2023 APA SHERPA 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.

2025 · Form 990PF · $26,610 spent · pay $378 · grants $26,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,000 97.7%
Pay: officers, directors, trustees $378 1.4%
Fees: accounting $232 0.9%
Total$26,610100%

View the filing

2024 · Form 990PF · $26,881 spent · pay $389 · grants $26,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,000 96.7%
Pay: officers, directors, trustees $389 1.4%
Taxes $364 1.4%
Fees: accounting $128 0.5%
Total$26,881100%

View the filing

2023 · Form 990PF · $23,665 spent · pay $347 · grants $23,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $23,000 97.2%
Pay: officers, directors, trustees $347 1.5%
Fees: accounting $222 0.9%
Taxes $96 0.4%
Total$23,665100%

View the filing

2022 · Form 990PF · $25,631 spent · pay $281 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 97.5%
Pay: officers, directors, trustees $281 1.1%
Taxes $250 1.0%
Fees: accounting $100 0.4%
Total$25,631100%

View the filing

2021 · Form 990PF · $21,080 spent · pay $255 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 94.9%
Taxes $645 3.1%
Pay: officers, directors, trustees $255 1.2%
Fees: accounting $180 0.9%
Total$21,080100%

View the filing

2020 · Form 990PF · $20,457 spent · pay $183 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 97.8%
Pay: officers, directors, trustees $183 0.9%
Fees: other professional $122 0.6%
Taxes $90 0.4%
Fees: accounting $62 0.3%
Total$20,457100%

View the filing

2018 · Form 990PF · $19,610 spent · pay $199 · grants $19,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $19,000 96.9%
Pay: officers, directors, trustees $199 1.0%
Taxes $199 1.0%
Fees: other professional $133 0.7%
Fees: accounting $59 0.3%
Other expenses $20 0.1%
Total$19,610100%

View the filing

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