THE MORNINGSTAR PHILANTHROPIC FOUNDATION

Cite this

Plain text THE MORNINGSTAR PHILANTHROPIC FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/the-morningstar-philanthropic-foundation-521270464. Retrieved 2026-10-30.

APA furp.org. (n.d.). THE MORNINGSTAR PHILANTHROPIC FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 30, 2026, from https://furp.org/org/the-morningstar-philanthropic-foundation-521270464

MLA “THE MORNINGSTAR PHILANTHROPIC FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/the-morningstar-philanthropic-foundation-521270464. Accessed 30 Oct. 2026.

Retrieved 2026-10-30; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $62.6M · expenses $32.6M · assets $546.1M

Also known as
D/B/A THE MORNINGSTAR FOUNDATION
EIN
52-1270464
Address
4550 MONTGOMERY AVENUE 810N, BETHESDA, MD 20814-3304
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 1982 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

6 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
Adina Barkinskiy DIRECTOR OF PROGRAMS2011-2024 $180,502$1,296,135 1
Lisa Jacobson SR. PROGRAM OFFICER2019-2024 $128,595$653,096 1
Michael C Gelman DIRECTOR/V.P./TREAS./SEC.2011-2024 $44,097$348,138 2
Gail Hyman GRANTS ADMINISTRATOR2021-2024 $62,972$234,589 1
Lisa Gerton (former) PROGRAM OFFICER2016-2017 $83,494$160,632 1
Adina H Barkinsky (former) PROGRAM DIRECTOR2012 $90,875$90,875 1

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
Susan R Gelman DIRECTOR/PRESIDENT2011-2024 5 $0 reported 1
George P Levendis (former) SECRETARY/TREASURER2011-2017 5 $0 reported 1

People by year

2024 · 5 people listed · 4 paid, $416K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS30 $149,785-$30,717 $180,5021
LISA JACOBSON SR. PROGRAM OFFICER40 $116,667-$11,928 $128,5951
GAIL HYMAN GRANTS ADMINISTRATOR34 $61,138-$1,834 $62,9721
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$44,097 $44,0972
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2023 · 5 people listed · 4 paid, $385K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS30 $132,444-$31,331 $163,7751
LISA JACOBSON SR. PROGRAM OFFICER40 $106,667-$11,502 $118,1691
GAIL HYMAN GRANTS ADMINISTRATOR34 $57,959-$1,739 $59,6981
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$43,509 $43,5092
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2022 · 5 people listed · 4 paid, $362K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS30 $126,231-$29,956 $156,1871
LISA JACOBSON SR. PROGRAM OFFICER40 $95,530-$10,797 $106,3271
GAIL HYMAN GRANTS ADMINISTRATOR34 $55,392-$1,662 $57,0541
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$42,887 $42,8872
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2021 · 5 people listed · 4 paid, $351K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS30 $116,843-$28,636 $145,4791
LISA JACOBSON SR. PROGRAM OFFICER40 $96,667-$10,859 $107,5261
GAIL HYMAN GRANTS ADMINISTRATOR34 $53,267-$1,598 $54,8651
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$42,736 $42,7362
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2020 · 4 people listed · 3 paid, $279K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS30 $109,551-$26,451 $136,0021
LISA JACOBSON SR. PROGRAM OFFICER40 $92,667-$10,202 $102,8691
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$40,355 $40,3552
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2019 · 4 people listed · 3 paid, $286K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS40 $128,357-$27,015 $155,3721
LISA GERTON JACOBSON SR. PROGRAM OFFICER40 $79,683-$9,927 $89,6101
MICHAEL C GELMAN DIRECTOR/V.P./TREAS./SEC.20 $0-$40,559 $40,5592
SUSAN R GELMAN DIRECTOR/PRESIDENT5 $0-$0 $01
2017 · 5 people listed · 3 paid, $251K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS40 $117,000-$18,603 $135,6031
LISA GERTON PROGRAM OFFICER40 $74,833-$8,661 $83,4941
MICHAEL C GELMAN VICE PRESIDENT20 $0-$32,240 $32,2402
SUSAN R GELMAN PRESIDENT5 $0-$0 $01
GEORGE P LEVENDIS SECRETARY/TREASURER5 $0-$0 $01
2016 · 5 people listed · 3 paid, $243K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY DIRECTOR OF PROGRAMS40 $110,000-$21,312 $131,3121
LISA GERTON PROGRAM OFFICER40 $70,667-$6,471 $77,1381
MICHAEL C GELMAN VICE PRESIDENT20 $0-$34,238 $34,2382
SUSAN R GELMAN PRESIDENT5 $0-$0 $01
GEORGE P LEVENDIS SECRETARY/TREASURER5 $0-$0 $01
2012 · 4 people listed · 2 paid, $118K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA H BARKINSKY PROGRAM DIRECTOR40 $65,000-$25,875 $90,8751
MICHAEL C GELMAN Vice President20 $0-$27,517 $27,5172
GEORGE P LEVENDIS ESQ SECTY/TREASURER5 $0-$0 $01
SUSAN R GELMAN President5 $0-$0 $01
2011 · 4 people listed · 1 paid, $92K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADINA BARKINSKIY PROGRAM DIRECTOR40 $72,000-$19,903 $91,9031
GEORGE P LEVENDIS ESQ SECTY/TREASURER5 $0-$0 $01
SUSAN R GELMAN President5 $0-$0 $01
MICHAEL C GELMAN Vice President5 $0-$0 $02

Highest-paid independent contractors

2024 · 1 contractor · $4.4M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$4,398,012
2023 · 1 contractor · $3.8M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$3,822,233
2022 · 1 contractor · $3.9M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$3,902,150
2021 · 1 contractor · $4.5M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$4,490,732
2020 · 1 contractor · $3.2M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$3,199,470
2019 · 1 contractor · $2.9M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$2,922,780
2017 · 5 contractors · $1.9M
NameLocationServicePaid
CRESTVIEW MANAGEMENT LLCBETHESDA, MDINVESTMENT ADVISORY$1,463,211
FIDUCIARY TRUST COMPANY INTERNATIONALNEW YORK, NYINVESTMENT ADVISORY$191,275
TWEEDY BROWNENEW YORK, NYINVESTMENT MANAGEMENT$137,106
DODGE & COXBOSTON, MAINVESTMENT ADVISORY$63,259
CLOVER INVESTMENT ADVISORSROCHESTER, NYINVESTMENT ADVISORY$58,810
2016 · 1 contractor · $579K
NameLocationServicePaid
FIDUCIARY TRUST COMPANY INTERNATIONALNEW YORK, NYINVESTMENT ADMINISTRATION$578,709

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 · 209 grants to organizations · $24.5M
2023 · 200 grants to organizations · $24.2M
2022 · 178 grants to organizations · $20.0M
2021 · 203 grants to organizations · $23.8M
2020 · 194 grants to organizations · $14.8M
2019 · 5 grants to organizations · $1.0M
2017 · 255 grants to organizations · $10.3M
2016 · 298 grants to organizations · $12.5M
2012 · 0 grants to organizations · $0 · 1 summary line · $7.3M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2011 · 0 grants to organizations · $0 · 1 summary line · $5.4M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

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.

2019 · 2 contributors · $2.2M
#ContributorTypeCity, stateTotalNoncashSource
1 SSR CLT 2004 Organization or other NEW YORK, NY $2,217,197- Form 990PF Sch. B, 2019 · filing
2 RICHARD AND RHODA GOLDMAN FUND DISSOLUTION TRUST Organization or other SAN FRANCISCO, CA $13,000- Form 990PF Sch. B, 2019 · filing
2017 · 1 contributor · $44K
#ContributorTypeCity, stateTotalNoncashSource
1 THE MARIANNE GOLDMAN DEC TR JOHN GOLDMAN TTEE Organization or other SAN FRANCISCO, CA $43,500- Form 990PF Sch. B, 2017 · filing
2016 · 2 contributors · $2.9M
#ContributorTypeCity, stateTotalNoncashSource
2 THE MARIANNE GOLDMAN DEC TR JOHN GOLDMAN TTEE Organization or other SAN FRANCISCO, CA $2,800,000- Form 990PF Sch. B, 2016 · filing
1 MICHAEL GELMAN Organization or other CHEVY CHASE, MD $84,716- Form 990PF Sch. B, 2016 · filing
2012 · 7 contributors · $134.8M
#ContributorTypeCity, stateTotalNoncashSource
6 Richard Rhoda Goldman Fund Person San Francisco, CA $109,038,043- Form 990PF Sch. B, 2012 · filing
7 Richard Rhoda Goldman Fund Person San Francisco, CA $14,941,345- Form 990PF Sch. B, 2012 · filing
4 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $7,885,326- Form 990PF Sch. B, 2012 · filing
3 SSR CLAT 2004 Person New York, NY $1,675,612- Form 990PF Sch. B, 2012 · filing
2 SSR CLAT 2004 Person New York, NY $541,585- Form 990PF Sch. B, 2012 · filing
5 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $508,154- Form 990PF Sch. B, 2012 · filing
1 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $222,605- Form 990PF Sch. B, 2012 · filing
2011 · 7 contributors · $39.0M
#ContributorTypeCity, stateTotalNoncashSource
6 Richard N Goldman Administrative T Person San Francisco, CA $29,093,920- Form 990PF Sch. B, 2011 · filing
4 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $7,368,633- Form 990PF Sch. B, 2011 · filing
3 SSR CLAT 2004 Person New York, NY $2,110,480- Form 990PF Sch. B, 2011 · filing
1 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $236,032- Form 990PF Sch. B, 2011 · filing
2 SSR CLAT 2004 Person New York, NY $106,717- Form 990PF Sch. B, 2011 · filing
7 Richard N Goldman Administrative T Person San Francisco, CA $24,838- Form 990PF Sch. B, 2011 · filing
5 SUSAN R GELMAN 1997 CLAT Person Wilmington, DE $22,568- Form 990PF Sch. B, 2011 · 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 ↗
$62,594,734$32,562,624 $546,085,405$546,069,124 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$22,397,143$30,844,229 $482,179,775$482,179,775 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$39,711,625$26,647,958 $422,763,428$422,758,606 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$17,887,743$30,625,604 $552,631,179$552,246,451 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$14,813,083$20,379,246 $454,118,517$454,118,517 -- $40,355--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$9,542,218$6,407,257 $398,751,611$398,751,611 $2,230,197- $40,559--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$16,533,591$14,476,618 $339,704,464$339,704,464 $43,500- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$11,311,200$15,781,693 $248,398,193$248,398,193 $2,884,716- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$147,187,097$9,208,026 $212,892,738$212,892,738 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$49,712,537$6,392,762 $122,458,750$122,458,750 -- $0--

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).

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 (47)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FRANKLIN PHILANTHROPIC FOUNDATIONILNot reported $67,759,717$1,343,758 Director$319,561 Similar name, revenue within 2x
PHILANTHROPIC VENTURES FOUNDATIONCAT50 $58,681,026$49,068,184 COO$238,308 Similar name, revenue within 2x
GEICO PHILANTHROPIC FOUNDATIONMDT20 $22,941,929$4,656,902 President Treasurer & Chairwoman$0 Similar name, revenue within 5x, same state
CSUSB PHILANTHROPIC FOUNDATIONCAT30 $12,802,344$6,401,719 BOARD PRESIDENT (CSUSB PRESIDENT)$557,015 Similar name, revenue within 5x
THE MORNINGSIDE FOUNDATIONMAT20 $14,483,375$21,076,043 VICE-PRESIDENT$0 Similar name, revenue within 5x
MORNINGSTAR FOUNDATIONMDT20 $25,015$14,849 President$0 Similar name, revenue differs more than 10x, same state
LAUER PHILANTHROPIC FOUNDATIONMDZ99 $101,465$140,458 TRUSTEE$0 Similar name, revenue differs more than 10x, same state
GASF PHILANTHROPIC FOUNDATION INCMDT20 $1,891,147$2,500 PRES/SECR/TREAS/DIR$0 Similar name, revenue differs more than 10x, same state
THE MORNINGSTAR FOUNDATIONTXNot reported $4,665$15,790 TRUSTEE$0 Similar name, revenue differs more than 10x
PHILANTHROPIC FOUNDATIONTXT70 $6,520$3,456 PRESIDENT$0 Similar name, revenue differs more than 10x
THE HAINES PHILANTHROPIC FOUNDATIONDET20 $3,702$43,458 Pres, Dir, Sec, Treas$0 Similar name, revenue differs more than 10x
LODESTAR PHILANTHROPIC FOUNDATIONAZT20 $1,638,164$2,017,346 Pres$110,365 Similar name, revenue differs more than 10x
TAG PHILANTHROPIC FOUNDATIONNYT20 $69,455$157,105 PRESIDENT & DIRECTOR$15,000 Similar name, revenue differs more than 10x
Morningstar Theater FoundationTXNot reported $46$2,073 President$0 Similar name, revenue differs more than 10x
The Bright Morningstar FoundationGANot reported $31,094$29,490 FIDUCIARY$0 Similar name, revenue differs more than 10x
MORNINGSTAR FOUNDATIONCOQ30 $324,411$162,960 /Board Chair$0 Similar name, revenue differs more than 10x
MORNINGSTAR FOUNDATIONILL80 $31,749$50,371 Secretary$0 Similar name, revenue differs more than 10x
MORNINGSTAR FOUNDATIONMNT22 $6,680$38,131 President$0 Similar name, revenue differs more than 10x
MORNINGSTAR FOUNDATIONNYT20 $1,483$7,057 TRUSTEE$0 Similar name, revenue differs more than 10x
IVY PHILANTHROPIC FOUNDATIONCAT30 $1,617$10,451 President$0 Similar name, revenue differs more than 10x
THE BECKER FAMILY PHILANTHROPIC FOUNDATIONDET22 $12,503$9,036 Dir, Pres, Sec, Treas$0 Similar name, revenue differs more than 10x
PHILANTHROPIA FOUNDATIONWAL22 $488,104$516,164 Executive Dir.$64,001 Similar name, revenue differs more than 10x
FAMILY PHILANTHROPIC FOUNDATIONMAT12 $1,887,872$919,479 TRUSTEE$0 Similar name, revenue differs more than 10x
EAGLE PHILANTHROPIC FOUNDATIONCAT22 $479,580$498,178 PRESIDENT, SECRETARY, CFO, DIRECTOR$0 Similar name, revenue differs more than 10x
GRACE PHILANTHROPIC FOUNDATIONDET20 $327,565$134,734 Dir, Pres, Sec, Treas$0 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 47 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
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$39,850,70715 12010–2024 PHILANTHROPIC VENTURES FOUNDATION
LIVING LEGACY FOUNDATION Private foundation$20,597,0008 12021–2024 PHILANTHROPIC IMPACT FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$20,099,9258 22021–2024 PHILANTHROPIC IMPACT FOUNDATION; PHILANTHROPIC VENTURES FOUNDATION
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST Private foundation$7,182,30511 12014–2024 PHILANTHROPIC VENTURES FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$7,030,10413 32014–2024 PHILANTHROPIC IMPACT FOUNDATION; PHILANTHROPIC VENTURES FOUNDATION; CSUSB PHILANTHROPIC FOUNDATION
SAN FRANCISCO FOUNDATION DAF sponsor$5,062,59715 22010–2024 PHILANTHROPIC VENTURES FOUNDATION; CSUSB PHILANTHROPIC FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$4,244,2049 22020–2024 PHILANTHROPIC IMPACT FOUNDATION; PHILANTHROPIC VENTURES FOUNDATION
DAVID AND LUCILE PACKARD FOUNDATION Private foundation$4,100,25019 12010–2024 PHILANTHROPIC VENTURES FOUNDATION
GREATER HORIZONS DAF sponsor$3,923,7311 12012–2012 PHILANTHROPIC VENTURES FOUNDATION
THE HEISING-SIMONS FOUNDATION Private foundation$3,525,02416 22016–2024 PHILANTHROPIC VENTURES FOUNDATION; CSUSB PHILANTHROPIC FOUNDATION
STANLEY E HANSON FOUNDATION Private foundation$3,090,00015 12021–2024 PHILANTHROPIC IMPACT FOUNDATION
PEERY FOUNDATION Private foundation$2,854,7191 12024–2024 PHILANTHROPIC VENTURES FOUNDATION
FORGOOD INC DAF sponsor$2,752,50115 12010–2024 PHILANTHROPIC VENTURES FOUNDATION
JAMES IRVINE FOUNDATION Private foundation$2,357,00012 22011–2024 PHILANTHROPIC VENTURES FOUNDATION; CSUSB PHILANTHROPIC FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,164,13217 32016–2024 PHILANTHROPIC VENTURES FOUNDATION; CSUSB PHILANTHROPIC FOUNDATION; PHILANTHROPIC IMPACT 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 · $32,562,624 spent · pay $460,693 · grants $24,544,887 · events $17,094
LineAs describedTotalShare
Contributions, gifts, grants paid $24,544,887 75.4%
Fees: other professional $4,431,152 13.6%
Other expenses $2,382,468 7.3%
Interest $439,641 1.4%
Other salaries and wages $348,724 1.1%
Occupancy $139,866 0.4%
Pension plans and employee benefits $111,969 0.3%
Fees: accounting $75,492 0.2%
Taxes $71,214 0.2%
Travel, conferences and meetings $17,094 0.1%
Fees: legal $117 0.0%
Total$32,562,624100%

View the filing

2023 · Form 990PF · $30,844,229 spent · pay $426,475 · grants $24,239,414 · events $171
LineAs describedTotalShare
Contributions, gifts, grants paid $24,239,414 78.6%
Fees: other professional $3,852,651 12.5%
Other expenses $1,772,988 5.7%
Other salaries and wages $317,062 1.0%
Interest $231,411 0.8%
Occupancy $149,210 0.5%
Pension plans and employee benefits $109,413 0.4%
Fees: accounting $103,865 0.3%
Taxes $65,864 0.2%
Fees: legal $2,180 0.0%
Travel, conferences and meetings $171 0.0%
Total$30,844,229100%

View the filing

2022 · Form 990PF · $26,647,958 spent · pay $378,449 · grants $20,038,243 · events $142
LineAs describedTotalShare
Contributions, gifts, grants paid $20,038,243 75.2%
Fees: other professional $3,927,506 14.7%
Other expenses $1,958,731 7.4%
Other salaries and wages $295,943 1.1%
Interest $201,224 0.8%
Taxes $87,542 0.3%
Pension plans and employee benefits $82,506 0.3%
Fees: accounting $39,347 0.1%
Fees: legal $16,774 0.1%
Travel, conferences and meetings $142 0.0%
Total$26,647,958100%

View the filing

2021 · Form 990PF · $30,625,604 spent · pay $365,707 · grants $23,771,758 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $23,771,758 77.6%
Fees: other professional $4,518,410 14.8%
Other expenses $1,879,864 6.1%
Other salaries and wages $284,851 0.9%
Pension plans and employee benefits $80,856 0.3%
Fees: accounting $44,180 0.1%
Fees: legal $24,564 0.1%
Taxes $21,121 0.1%
Total$30,625,604100%

View the filing

2020 · Form 990PF · $20,379,246 spent · pay $365,601 · grants $14,769,216 · events $202
LineAs describedTotalShare
Contributions, gifts, grants paid $14,769,216 72.5%
Fees: other professional $3,303,634 16.2%
Other expenses $1,602,123 7.9%
Other salaries and wages $264,946 1.3%
Taxes $147,142 0.7%
Occupancy $127,032 0.6%
Pension plans and employee benefits $60,300 0.3%
Pay: officers, directors, trustees $40,355 0.2%
Fees: accounting $36,257 0.2%
Fees: legal $28,039 0.1%
Travel, conferences and meetings $202 0.0%
Total$20,379,246100%

View the filing

2019 · Form 990PF · $6,407,257 spent · pay $358,684 · grants $1,024,900 · events $5,785
LineAs describedTotalShare
Fees: other professional $3,117,264 48.7%
Other expenses $1,150,983 18.0%
Contributions, gifts, grants paid $1,024,900 16.0%
Taxes $612,589 9.6%
Other salaries and wages $235,460 3.7%
Pension plans and employee benefits $82,665 1.3%
Occupancy $66,663 1.0%
Fees: legal $40,565 0.6%
Pay: officers, directors, trustees $40,559 0.6%
Fees: accounting $29,824 0.5%
Travel, conferences and meetings $5,785 0.1%
Total$6,407,257100%

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2017 · Form 990PF · $14,476,618 spent · pay $334,890 · grants $10,347,017 · events $293
LineAs describedTotalShare
Contributions, gifts, grants paid $10,347,017 71.5%
Fees: other professional $2,171,223 15.0%
Other expenses $1,186,543 8.2%
Taxes $292,486 2.0%
Other salaries and wages $251,196 1.7%
Occupancy $125,676 0.9%
Pension plans and employee benefits $83,694 0.6%
Fees: accounting $18,490 0.1%
Travel, conferences and meetings $293 0.0%
Total$14,476,618100%

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2016 · Form 990PF · $15,781,693 spent · pay $317,746 · grants $12,500,632 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,500,632 79.2%
Other expenses $1,707,397 10.8%
Fees: other professional $597,961 3.8%
Taxes $506,982 3.2%
Other salaries and wages $233,491 1.5%
Occupancy $122,022 0.8%
Pension plans and employee benefits $84,255 0.5%
Fees: accounting $15,758 0.1%
Fees: legal $13,195 0.1%
Total$15,781,693100%

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2012 · Form 990PF · $9,208,026 spent · pay $161,953 · grants $7,306,374 · events $15,772
LineAs describedTotalShare
Contributions, gifts, grants paid $7,306,374 79.3%
Fees: other professional $688,134 7.5%
Other expenses $481,976 5.2%
Taxes $391,022 4.2%
Other salaries and wages $101,938 1.1%
Occupancy $98,808 1.1%
Pension plans and employee benefits $60,015 0.7%
Fees: legal $35,237 0.4%
Fees: accounting $21,831 0.2%
Travel, conferences and meetings $15,772 0.2%
Printing and publications $5,080 0.1%
Interest $1,839 0.0%
Total$9,208,026100%

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2011 · Form 990PF · $6,392,762 spent · pay $109,625 · grants $5,358,447 · events $16,814
LineAs describedTotalShare
Contributions, gifts, grants paid $5,358,447 83.8%
Fees: other professional $460,194 7.2%
Taxes $234,107 3.7%
Other expenses $179,062 2.8%
Other salaries and wages $89,722 1.4%
Fees: legal $26,748 0.4%
Pension plans and employee benefits $19,903 0.3%
Travel, conferences and meetings $16,814 0.3%
Fees: accounting $5,816 0.1%
Printing and publications $1,949 0.0%
Total$6,392,762100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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