TELFORD FOUNDATION INC

Cite this

Plain text TELFORD FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/telford-foundation-inc-596194413. Retrieved 2026-10-27.

APA furp.org. (n.d.). TELFORD FOUNDATION INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 27, 2026, from https://furp.org/org/telford-foundation-inc-596194413

MLA “TELFORD FOUNDATION INC.” furp.org, tax years 2010–2024, https://furp.org/org/telford-foundation-inc-596194413. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $3.3M · expenses $2.7M · assets $74.6M

EIN
59-6194413
Address
350 7TH ST N, NAPLES, FL 34102-5754
NTEE code
T900
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
July 1967 (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 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF CERTAIN DESIGNATED ORGANIZATIONS, ALL OF WHICH ARE PUBLICLY SUPPORTED ORGANIZATIONS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

12 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
Paul Hiltz DIRECTOR2021-2024 $2,416,736$7,484,240 8
Rick Wyles SECRETARY/TREASURER/DIRECT2019-2024 $20,000$3,507,970 7
Jean C Logue PRESIDENT/DIRECTOR2010-2024 $25,000$95,500 1
Henry Ct Richmond Iii VICE PRESIDENT/DIRECTOR2020-2024 $20,000$72,000 1
Michael J Riley BOARD MEMBER2024 $12,000$12,000 1
Allen Weiss (former) PRESIDENT2012-2018 $1,057,127$6,858,056 11
Kevin Cooper (former) SECRETARY/TREASURER2012-2018 $626,195$3,799,495 8
Linda M Roeback (former) DIRECTOR2019-2020 $419,223$828,803 1
Joseph Mcmackin (former) DIRECTOR2021 $27,000$27,000 1
F Joseph Mcmackin Iii (former) PRESIDENT2010-2020 $0$15,000 1
William Lickert (former) DIRECTOR2010-2017 $0$9,500 1
Charles N Straughan (former) ASST TREAS / SECRETARY2010 $7,000$7,000 1

Officers and directors, no compensation reported

3 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
Kevin D Cooper Esq See Schedule O (former) DIRECTOR2010-2011 1 $0 reported 1
Allen Weiss Md See Schedule O (former) PRESIDENT(12/13-12/31/11)/DIRECTOR2011 1 $0 reported 1
Allen Weiss See Sechedule O (former) DIRECTOR2010 1 $0 reported 1

People by year

2024 · 5 people listed · 5 paid, $2.5M · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL HILTZ DIRECTOR2 $12,000$2,360,046$44,690 $2,416,7368
JEAN C LOGUE PRESIDENT/DIRECTOR2 $25,000$0$0 $25,0001
RICK WYLES SECRETARY/TREASURER/DIRECT5 $20,000$0$0 $20,0007
HENRY CT RICHMOND III VICE PRESIDENT/DIRECTOR4 $20,000$0$0 $20,0001
MICHAEL J RILEY BOARD MEMBER4 $12,000$0$0 $12,0001
2023 · 4 people listed · 4 paid, $3.0M · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL HILTZ DIRECTOR2 $12,000$2,104,305$51,090 $2,167,3958
RICK WYLES SECRETARY/TREASURER/DIRECT2 $20,000$754,225$37,036 $811,2617
JEAN C LOGUE PRESIDENT/DIRECTOR4 $25,000$0$0 $25,0001
HENRY CT RICHMOND III VICE PRESIDENT/DIRECTOR4 $20,000$0$0 $20,0001
2022 · 4 people listed · 4 paid, $2.4M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL HILTZ DIRECTOR2 $12,000$1,452,983$35,076 $1,500,0598
RICK WYLES SECRETARY/TREASURER/DIRECTOR2 $20,000$792,528$31,798 $844,3267
JEAN C LOGUE PRESIDENT/DIRECTOR4 $25,000$0$0 $25,0001
HENRY CT RICHMOND III VICE PRESIDENT/DIRECTOR4 $20,000$0$0 $20,0001
2021 · 5 people listed · 5 paid, $2.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL HILTZ DIRECTOR2 $12,000$1,353,470$34,580 $1,400,0508
RICK WYLES SECRETARY/TREASURER/DIRECTOR2 $17,000$721,538$35,521 $774,0597
JOSEPH MCMACKIN DIRECTOR2 $27,000$0$0 $27,0001
HENRY CT RICHMOND III VICE PRESIDENT/DIRECTOR3 $12,000$0$0 $12,0001
JEAN C LOGUE PRESIDENT/DIRECTOR4 $12,000$0$0 $12,0001
2020 · 5 people listed · 2 paid, $970K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICK WYLES SECRETARY/TREASURER2 $0$516,031$34,675 $550,7067
LINDA M ROEBACK DIRECTOR2 $0$397,178$22,045 $419,2231
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
F JOSEPH MCMACKIN III PRESIDENT2 $0$0$0 $01
HENRY CT RICHMOND III DIRECTOR2 $0$0$0 $01
2019 · 4 people listed · 2 paid, $917K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICK WYLES SECRETARY/TREASURER2 $0$474,496$33,122 $507,6187
LINDA M ROEBACK PRESIDENT2 $0$383,672$25,908 $409,5801
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2018 · 4 people listed · 2 paid, $1.7M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$1,029,607$27,520 $1,057,12711
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$598,410$27,785 $626,1958
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2017 · 5 people listed · 2 paid, $1.5M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$892,228$43,326 $935,55411
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$517,919$50,024 $567,9438
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2016 · 5 people listed · 2 paid, $1.5M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$912,173$21,876 $934,04911
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$529,363$29,317 $558,6808
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2015 · 5 people listed · 2 paid, $1.5M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$897,804$26,769 $924,57311
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$521,934$34,604 $556,5388
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2014 · 5 people listed · 2 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$792,105$25,971 $818,07611
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$460,368$32,115 $492,4838
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2013 · 5 people listed · 2 paid, $1.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$801,974$26,886 $828,86011
KEVIN D COOPER ESQ SECRETARY/TREASURER2 $0$467,082$34,195 $501,2778
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III DIRECTOR2 $0$0$0 $01
2012 · 5 people listed · 2 paid, $1.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALLEN WEISS MD PRESIDENT2 $0$1,333,749$26,068 $1,359,81711
KEVIN D COOPER ESQ SECRETARY/TREAS(2/7-12/31/12/DIRECTOR2 $0$463,095$33,284 $496,3798
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT DIRECTOR1 $0$0$0 $01
F JOSEPH MCMACKIN III SECRETARY/TREAS(1/1-2/7/12)/DIRECTOR2 $0$0$0 $01
2011 · 5 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $0$0$0 $01
WILLIAM LICKERT PRESIDENT(1/1-12/13/11)/DIRECTOR2 $0$0$0 $01
F JOSEPH MCMACKIN III SECRETARY/TREAS/DIRECTOR2 $0$0$0 $01
KEVIN D COOPER ESQ SEE SCHEDULE O DIRECTOR1 $0$0$0 $01
ALLEN WEISS MD SEE SCHEDULE O PRESIDENT(12/13-12/31/11)/DIRECTOR1 $0$0$0 $01
2010 · 6 people listed · 4 paid, $40K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
F JOSEPH MCMACKIN III SECRETARY/TREAS/DIRECTOR2 $15,000$0$0 $15,0001
WILLIAM LICKERT PRESIDENT/DIRECTOR2 $9,500$0$0 $9,5001
JEAN C LOGUE VICE PRESIDENT/DIRECTOR2 $8,500$0$0 $8,5001
CHARLES N STRAUGHAN ASST TREAS / SECRETARY2 $7,000$0$0 $7,0001
KEVIN D COOPER ESQ SEE SCHEDULE O DIRECTOR1 $0$0$0 $01
ALLEN WEISS SEE SECHEDULE O DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $232K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT FEES$231,704
2023 · 1 contractor · $195K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT FEES$195,336
2022 · 1 contractor · $154K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$154,185
2021 · 1 contractor · $154K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$153,539
2020 · 1 contractor · $124K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$123,510
2019 · 1 contractor · $115K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$114,662
2018 · 1 contractor · $108K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$108,242
2017 · 1 contractor · $128K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$128,192
2016 · 1 contractor · $114K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$114,383
2015 · 1 contractor · $111K
NameLocationServicePaid
US TRUSTBANK OF AMERICANAPLES, FLINVESTMENT MANAGEMENT FEES$111,220

State business registration

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

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 · 11 grants to organizations · $2.3M
2023 · 11 grants to organizations · $2.7M
2022 · 12 grants to organizations · $4.9M
2021 · 12 grants to organizations · $3.7M
2020 · 12 grants to organizations · $2.4M
2019 · 12 grants to organizations · $1.4M
2018 · 12 grants to organizations · $1.4M
2017 · 12 grants to organizations · $1.4M
2016 · 12 grants to organizations · $1.4M
2015 · 12 grants to organizations · $1.4M
2014 · 12 grants to organizations · $1.3M
2013 · 12 grants to organizations · $1.5M
2012 · 12 grants to organizations · $1.5M
2011 · 12 grants to organizations · $1.6M
2010 · 12 grants to organizations · $1.6M

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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 990 period ending 2024-12-31 · view filing · original 990 ↗
$3,341,144$2,731,061 $74,634,994$74,634,994 $0$0 $89,00004
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$12,939,054$3,102,035 $69,511,116$69,511,116 $0$0 $77,00004
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,575,463$5,334,964 $65,411,447$65,411,447 $0$0 $77,00000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$5,161,589$4,221,290 $77,208,801$77,208,801 $0$0 $80,00000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$5,008,477$2,628,011 $71,924,070$71,924,070 $0$0 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$2,570,987$1,673,104 $67,539,582$67,539,582 $0$0 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,342,710$1,653,113 $57,945,490$57,945,490 $0$0 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$8,662,859$1,608,507 $60,122,969$60,122,969 $0$0 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$2,368,984$1,593,148 $54,276,712$54,276,712 $0$0 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$2,796,847$1,599,429 $51,223,236$51,223,236 $0$0 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,989,722$1,488,966 $52,585,258$52,585,258 $0$0 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$2,200,764$1,649,625 $49,794,286$49,794,286 $0$0 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$1,812,320$1,643,213 $44,823,522$44,823,522 $0$0 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$1,782,263$1,724,298 $42,430,889$42,430,889 $0$0 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$1,719,790$1,799,776 $41,491,340$41,491,340 $0$0 $40,00000

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
BEAR FAMILY FOUNDATION INCFLT90 $2,753,132$1,717,939 DIRECTOR$0 Same NTEE code T90, revenue within 2x, same state, similar name
WANDA AND JAMES M MORAN JR FOUNDATION INCFLT90 $5,235,398$5,740,925 DIRECTOR/PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
SPEER DREAM FOUNDATIONFLT90 $5,195,380$3,491,318 EXECUTIVE DIRECTOR$173,558 Same NTEE code T90, revenue within 2x, same state
FLEMING FAMILY FOUNDATIONFLT90 $4,090,719$2,265,649 TRUSTEE$148,874 Same NTEE code T90, revenue within 2x, same state
STEVE AND NATALEE HERRIG FAMILY FOUNDATION INCFLT90 $6,322,517$6,568,038 SECRETARY/TREASURER$20,000 Same NTEE code T90, revenue within 2x, same state
KENNETH A HOROWITZ FOUNDATIONFLT90 $2,459,122$1,208,624 PRES/SEC/TREAS$0 Same NTEE code T90, revenue within 2x, same state
SAUL SCHOTTENSTEIN FOUNDATION AFLT90 $3,605,799$597,544 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
CYNTHIA G EDELMAN FAMILY FOUNDATIONFLT90 $1,934,889$1,038,393 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
LEHMAN FAMILY FOUNDATION TRUST AGRE EMENT DTD 12 15 2025FLT90 $1,769,779$0 MANAGING DIRECTOR$0 Same NTEE code T90, revenue within 2x, same state
W I H PITTS CHARITABLE TR UA 110187FLT90 $1,999,838$2,543,059 TRUSTEE$237,575 Same NTEE code T90, revenue within 2x, same state
RONALD J WOODS CHARITABLE TR UA 022697FLT90 $2,420,085$2,132,083 SUCCESSOR TRUSTEE$300,000 Same NTEE code T90, revenue within 2x, same state
AL SIGL FOUNDATION INCNYT90 $3,301,580$2,211,413 PRESIDENT$252,841 Same NTEE code T90, revenue within 2x, similar name
NEWTON FOUNDATIONWYT90 $5,847,379$1,374,805 PRESIDENT$97,375 Same NTEE code T90, revenue within 2x
EDWARD J GALLAGER JR FOUNDATION INCMDT90 $1,792,579$884,770 PRESIDENT / DIRECTOR$0 Same NTEE code T90, revenue within 2x
KYLE PEASE FOUNDATION INCGAT90 $2,300,495$1,286,036 EXECUTIVE DIRECTOR$140,000 Same NTEE code T90, revenue within 2x, similar name
STANITA FOUNDATIONINT90 $4,892,748$4,892,748 TRUSTEE$136,353 Same NTEE code T90, revenue within 2x
ST MARYS METHODIST CHURCH FOUNDATION INCGAT90 $2,364,003$2,115,024 PRESIDENT$140,006 Same NTEE code T90, revenue within 2x
MARGARET E MOUL FOUNDATIONPAT90 $4,494,915$346,831 CHIEF EXECUTIVE OFFICER$223,511 Same NTEE code T90, revenue within 2x
WINGS FOR THINGS FOUNDATION INCCTT90 $5,683,402$5,183,796 CO-PRESIDENT$0 Same NTEE code T90, revenue within 2x, similar name
NANCY ANN HUNT FOUNDATIONTXT90 $4,725,069$4,414,054 VICE PRESIDENT/DIRECTOR$591,178 Same NTEE code T90, revenue within 2x
JON BON JOVI SOUL FOUNDATIONPAT90 $1,711,748$1,864,548 EXEC. DIR, ASST. TREASURER$106,615 Same NTEE code T90, revenue within 2x
SHAW FESTIVAL FOUNDATIONNYT90 $3,697,641$3,229,384 PRESIDENT EMERITUS$0 Same NTEE code T90, revenue within 2x
ELHAPA FOUNDATION INCKYT90 $3,472,636$5,175,452 TREASURER$50,000 Same NTEE code T90, revenue within 2x, similar name
NELSON FAMILY LIFE FOUNDATION INCWIT90 $1,761,414$1,604,460 EXECUTIVE DIRECTOR$109,339 Same NTEE code T90, revenue within 2x
DAVIS FAMILY FOUNDATIONMET90 $3,692,698$3,710,386 Chief Finance and Administrative Officer$66,277 Same NTEE code T90, 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
LOS ALTOS COMMUNITY FOUNDATION DAF sponsor$75,000,0001 12024–2024 ANNE WOJCICKI FOUNDATION
WALTER SCOTT FAMILY FOUNDATION Private foundation$15,996,8004 22019–2020 DIXON FAMILY FOUNDATION; PARKER FAMILY FOUNDATION
AINSLIE FOUNDATION Private foundation$11,300,0005 12020–2024 MAVERICK CAPITAL FOUNDATION
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$3,676,0676 32016–2024 NANCY ANN HUNT FOUNDATION; THE GOOD FOUNDATION OF TEXAS; PRINCESS GRACE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$3,392,44653 72016–2024 HEBRON FUND INC; KYLE PEASE FOUNDATION INC; THE MARION INSTITUTE INC; ONE CALL FOR ALL and 3 more
FORGOOD INC DAF sponsor$3,073,28720 42011–2024 KYLE PEASE FOUNDATION INC; JON BON JOVI SOUL FOUNDATION; AL SIGL FOUNDATION INC; THE MARION INSTITUTE INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,070,79757 82014–2024 ONE CALL FOR ALL; HEBRON FUND INC; SHAW FESTIVAL FOUNDATION; KYLE PEASE FOUNDATION INC and 4 more
SPIRIT MATTERS-SERVING ANTHROPOSOPHICAL INITIATIVE DAF sponsor$1,683,23315 12010–2017 THE MARION INSTITUTE INC
JEWISH COMMUNAL FUND DAF sponsor$1,044,67920 32009–2024 HEBRON FUND INC; JON BON JOVI SOUL FOUNDATION; PRINCESS GRACE FOUNDATION
BARR FOUNDATION Private foundation$700,0001 12020–2020 THE MARION INSTITUTE INC
PAULSON FAMILY FOUNDATION Private foundation$654,2008 12016–2024 PRINCESS GRACE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$641,67822 42019–2025 KYLE PEASE FOUNDATION INC; JON BON JOVI SOUL FOUNDATION; ONE CALL FOR ALL; HEBRON FUND INC
NATIONAL PHILANTHROPIC TR DAF sponsor$609,96014 72017–2024 SHAW FESTIVAL FOUNDATION; KAZAN MCCLAIN PARTNERS FOUNDATION; HEBRON FUND INC; PRINCESS GRACE FOUNDATION and 3 more
NANCY ANN HUNT & RAY L HUNT Private foundation$576,5982 12023–2024 NANCY ANN HUNT FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$557,14015 52020–2024 HEBRON FUND INC; NELSON FAMILY LIFE FOUNDATION INC; KYLE PEASE FOUNDATION INC; ONE CALL FOR ALL and 1 more

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 990 · $2,731,061 spent · pay $0 · grants $2,309,888 · events $89,000
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,309,888$2,309,888-- 84.6%
Fees: investment management $231,704-$231,704- 8.5%
Conferences, conventions and meetings $89,000-$89,000- 3.3%
Fees: accounting $33,915-$33,915- 1.2%
Occupancy $27,300-$27,300- 1.0%
Travel $10,977-$10,977- 0.4%
Other (as described)ADMINISTRATIVE SERVICES $10,289-$10,289- 0.4%
Insurance $9,924-$9,924- 0.4%
Fees: legal $5,626-$5,626- 0.2%
Office expenses $1,314-$1,314- 0.0%
Information technology $1,124-$1,124- 0.0%
Total$2,731,061100%

View the filing

2023 · Form 990 · $3,102,035 spent · pay $0 · grants $2,719,704 · events $77,000
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,719,704$2,719,704-- 87.7%
Fees: investment management $202,345-$202,345- 6.5%
Conferences, conventions and meetings $77,000-$77,000- 2.5%
Fees: accounting $34,160-$34,160- 1.1%
Occupancy $27,600-$27,600- 0.9%
Other (as described)ADMINISTRATIVE SERVICES $17,386-$17,386- 0.6%
Insurance $9,931-$9,931- 0.3%
Fees: legal $8,370-$8,370- 0.3%
Travel $5,539-$5,539- 0.2%
Total$3,102,035100%

View the filing

2022 · Form 990 · $5,334,964 spent · pay $0 · grants $4,934,942 · events $77,000
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,934,942$4,934,942-- 92.5%
Fees: investment management $224,837-$224,837- 4.2%
Conferences, conventions and meetings $77,000-$77,000- 1.4%
Fees: legal $34,915-$34,915- 0.7%
Other (as described)ADMINISTRATIVE SERVICES $26,038-$26,038- 0.5%
Occupancy $16,632-$16,632- 0.3%
Fees: accounting $14,490-$14,490- 0.3%
Travel $4,548-$4,548- 0.1%
Information technology $1,562-$1,562- 0.0%
Total$5,334,964100%

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2021 · Form 990 · $4,221,290 spent · pay $0 · grants $3,726,815 · events $85,296
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,726,815$3,726,815-- 88.3%
Fees: investment management $231,832-$231,832- 5.5%
Fees: legal $100,158-$100,158- 2.4%
Conferences, conventions and meetings $85,296-$85,296- 2.0%
Occupancy $35,307-$35,307- 0.8%
Other (as described)ADMINISTRATIVE SERVICES $15,970-$15,970- 0.4%
Fees: accounting $11,554-$11,554- 0.3%
Information technology $9,492-$9,492- 0.2%
Office expenses $3,963-$3,963- 0.1%
Insurance $903-$903- 0.0%
Total$4,221,290100%

View the filing

2020 · Form 990 · $2,628,011 spent · pay $0 · grants $2,399,819 · events $462
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,399,819$2,399,819-- 91.3%
Fees: investment management $202,458-$202,458- 7.7%
Fees: legal $12,037-$12,037- 0.5%
Insurance $9,990-$9,990- 0.4%
Fees: accounting $3,245-$3,245- 0.1%
Conferences, conventions and meetings $462-$462- 0.0%
Total$2,628,011100%

View the filing

2019 · Form 990 · $1,673,104 spent · pay $0 · grants $1,450,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,450,000$1,450,000-- 86.7%
Fees: investment management $190,116-$190,116- 11.4%
Fees: accounting $11,145-$11,145- 0.7%
Fees: legal $10,732-$10,732- 0.6%
Insurance $9,990-$9,990- 0.6%
Travel $1,121-$1,121- 0.1%
Total$1,673,104100%

View the filing

2018 · Form 990 · $1,653,113 spent · pay $0 · grants $1,450,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,450,000$1,450,000-- 87.7%
Fees: investment management $180,123-$180,123- 10.9%
Fees: accounting $13,000-$13,000- 0.8%
Insurance $9,990-$9,990- 0.6%
Total$1,653,113100%

View the filing

2017 · Form 990 · $1,608,507 spent · pay $0 · grants $1,400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,400,000$1,400,000-- 87.0%
Fees: investment management $184,519-$184,519- 11.5%
Fees: accounting $13,000-$13,000- 0.8%
Insurance $9,990-$9,990- 0.6%
Travel $998-$998- 0.1%
Total$1,608,507100%

View the filing

2016 · Form 990 · $1,593,148 spent · pay $0 · grants $1,400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,400,000$1,400,000-- 87.9%
Fees: investment management $168,883-$168,883- 10.6%
Fees: accounting $13,000-$13,000- 0.8%
Insurance $9,990-$9,990- 0.6%
Travel $1,275-$1,275- 0.1%
Total$1,593,148100%

View the filing

2015 · Form 990 · $1,599,429 spent · pay $0 · grants $1,400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,400,000$1,400,000-- 87.5%
Fees: investment management $164,439-$164,439- 10.3%
Fees: accounting $25,000-$25,000- 1.6%
Insurance $9,990-$9,990- 0.6%
Total$1,599,429100%

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2014 · Form 990 · $1,488,966 spent · pay $0 · grants $1,325,259 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,325,259$1,325,259-- 89.0%
Fees: investment management $154,249-$154,249- 10.4%
Insurance $9,458-$9,458- 0.6%
Total$1,488,966100%

View the filing

2013 · Form 990 · $1,649,625 spent · pay $0 · grants $1,472,500 · events -$1,233
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,472,500$1,472,500-- 89.3%
Fees: investment management $145,925-$145,925- 8.8%
Fees: accounting $22,500-$22,500- 1.4%
Insurance $9,933-$9,933- 0.6%
Conferences, conventions and meetings -$1,233--$1,233- -0.1%
Total$1,649,625100%

View the filing

2012 · Form 990 · $1,643,213 spent · pay $0 · grants $1,472,500 · events $2,962
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,472,500$1,472,500-- 89.6%
Fees: investment management $156,243-$156,243- 9.5%
Insurance $10,090-$10,090- 0.6%
Conferences, conventions and meetings $2,962-$2,962- 0.2%
Fees: accounting $1,418-$1,418- 0.1%
Total$1,643,213100%

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2011 · Form 990 · $1,724,298 spent · pay $0 · grants $1,550,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,550,000$1,550,000-- 89.9%
Fees: investment management $150,407-$150,407- 8.7%
Fees: accounting $15,477-$15,477- 0.9%
Insurance $8,414-$8,414- 0.5%
Total$1,724,298100%

View the filing

2010 · Form 990 · $1,799,776 spent · pay $40,000 · grants $1,550,000 · events $4,980
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,550,000$1,550,000-- 86.1%
Fees: investment management $141,880-$141,880- 7.9%
Pay: officers, directors, trustees, key employees $40,000-$40,000- 2.2%
Fees: legal $29,320-$29,320- 1.6%
Fees: accounting $25,617-$25,617- 1.4%
Insurance $7,979-$7,979- 0.4%
Conferences, conventions and meetings $4,980-$4,980- 0.3%
Total$1,799,776100%

View the filing

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