THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN DAF sponsor
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Plain text THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-community-foundation-of-louisville-corporate-depository-in-611100993. Retrieved 2026-11-06.
APA furp.org. (n.d.). THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 6, 2026, from https://furp.org/org/the-community-foundation-of-louisville-corporate-depository-in-611100993
MLA “THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN.” furp.org, tax years 2009–2024, https://furp.org/org/the-community-foundation-of-louisville-corporate-depository-in-611100993. Accessed 6 Nov. 2026.
Retrieved 2026-11-06; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $6.3M · expenses $7.9M · assets $3.3M
- Also known as
- CORPORATE DEPOSITORY INC
- EIN
- 61-1100993
- Address
- 325 W MAIN ST STE 1110, LOUISVILLE, KY 40202-4251
- Website
- WWW.CFLOUISVILLE.ORG
- NTEE code
- T31 Community Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T310)
- FURP topic
- abuse: child · abuse: substance · domestic violence · girls boys: boy scouts · girls boys: boys girls clubs · girls boys: girl scouts · science: research education · shelter: homeless · women: issues (from its 990 text; the topic index)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 1986 (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 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2014). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO MOBILIZE PEOPLE, NETWORKS, AND CAPITAL TO SPARK MEANINGFUL CHANGE IN AND BEYOND LOUISVILLE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
21 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Matthew L Bacon | COO & CFO | 2011-2024 | $292,324 | $2,454,910 | 3 |
| Ronald Gallo | PRESIDENT & CEO | 2020-2024 | $385,160 | $1,500,166 | 4 |
| Heather Cash | CHIEF PHILANTHROPY OFFICER | 2018-2024 | $167,119 | $991,993 | 4 |
| Ramona Dallum | SENIOR VP, COMM. LEADER, TO 05/25 | 2021-2024 | $165,528 | $539,341 | 3 |
| Valerie Sickles | CHIEF MARKETING OFFICER | 2022-2024 | $154,839 | $405,592 | 3 |
| Anne Mckune | VP, ADVANCEMENT | 2022-2024 | $144,256 | $391,817 | 3 |
| Alyssa Manning | PRESIDENT FELIX E. MARTIN JR FDN | 2024 | $181,985 | $181,985 | 4 |
| Thomas Reynolds | CONTROLLER | 2024 | $118,610 | $118,610 | 4 |
| Susan A Barry (former) | PRESIDENT & CEO (THROUGH 8/31/19) | 2009-2019 | $197,260 | $2,445,099 | 4 |
| Trisha Finnegan (former) | CHIEF STRATEGY OFFICER (END DATE 6/23/22) | 2015-2021 | $187,420 | $939,585 | 3 |
| Michael J Schultz (former) | VP, DEVELOPMENT & STEWARDS | 2011-2017 | $129,758 | $780,661 | 3 |
| Cara Baribeau (former) | VP, COMMUNICATIONS & MARKETING (TERM ENDED 11/6/18 | 2012-2018 | $117,707 | $518,758 | 3 |
| Janet Walther (former) | VP, COMMUNICATIONS & MARKE | 2018-2021 | $139,024 | $393,655 | 3 |
| Susan V Nicholson (former) | VP & CFO THROUGH JULY 2011 | 2009-2011 | $94,034 | $342,048 | 4 |
| Anne E Monell (former) | VP, COMMUNICATIONS & MARKETING | 2011-2014 | $28,353 | $298,315 | 3 |
| Angie Evans (former) | DIRECTOR | 2012-2018 | $0 | $289,655 | 6 |
| Susan A Berry (former) | PRESIDENT & CEO | 2018 | $275,059 | $275,059 | 2 |
| Mary Grissom (former) | VP, COM. INVESTMENT, THRU 02/24 | 2022-2023 | $151,439 | $268,307 | 3 |
| Kathy B Jacobi (former) | VICE PRESIDENT | 2009-2010 | $104,937 | $221,573 | 3 |
| Alexandra Spoelker (former) | VP, COMMUNITY LEADERSHIP | 2011 | $73,629 | $73,629 | 3 |
| Linda S Speed (former) | DIRECTOR, GIFT PLANNING | 2009 | $20,443 | $20,443 | 2 |
Officers and directors, no compensation reported
58 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 |
|---|---|---|---|---|---|
| Lopa Mehrotra | BOARD VICE CHAIR | 2018-2024 | 2 | $0 reported | 7 |
| Dana Jackson | BOARD SECRETARY | 2023-2024 | 2 | $0 reported | 6 |
| Stephen Kertis | DIRECTOR | 2023-2024 | 1 | $0 reported | 5 |
| Elizabeth Fust | BOARD CHAIR | 2021-2024 | 2 | $0 reported | 4 |
| Michael W Gough | BOARD TREASURER | 2018-2024 | 2 | $0 reported | 10 |
| Carl Williams | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Deborah B Williams (former) | BOARD SECRETARY, THRU 09/23 | 2016-2023 | 2 | $0 reported | 9 |
| David Tachau (former) | BOARD CHAIR, THRU 09/23 | 2018-2023 | 2 | $0 reported | 4 |
| Stephanie Bateman (former) | DIRECTOR, THRU 09/23 | 2018-2023 | 1 | $0 reported | 4 |
| Curt Scott (former) | DIRECTOR, THRU 09/23 | 2018-2023 | 1 | $0 reported | 3 |
| Stephanie H Smith (former) | BOARD CHAIR (END DATE 9/29/21) | 2013-2021 | 2 | $0 reported | 3 |
| Harriet Lair (former) | DIRECTOR | 2015-2020 | 1 | $0 reported | 4 |
| Susan Zepeda (former) | DIRECTOR (TERM ENDED 3/11/20) | 2017-2019 | 1 | $0 reported | 3 |
| Gary Ulmer (former) | DIRECTOR (TERM ENDED 3/11/20) | 2016-2019 | 1 | $0 reported | 6 |
| William G Strench (former) | DIRECTOR (TERM ENDED 3/11/20) | 2018-2019 | 1 | $0 reported | 4 |
| M Claire Alagia (former) | DIRECTOR (TERM ENDED 3/11/20) | 2015-2019 | 1 | $0 reported | 4 |
| Mark A Campisano (former) | DIRECTOR (TERM ENDED 3/11/20) | 2013-2019 | 1 | $0 reported | 3 |
| Suzanne Bermeister (former) | DIRECTOR (TERM ENDED 3/11/20) | 2018-2019 | 1 | $0 reported | 2 |
| Carolyn Tandy (former) | DIRECTOR | 2018 | 1 | $0 reported | 8 |
| Jerry Abramson (former) | DIRECTOR | 2018 | 1 | $0 reported | 8 |
| David Calzi (former) | DIRECTOR | 2018 | 1 | $0 reported | 9 |
| Beth S Peabody (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Elizabeth Rounsavall (former) | DIRECTOR | 2018 | 1 | $0 reported | 6 |
| Audrey D Kline (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Gwen Kelly (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Julie L Jones (former) | DIRECTOR | 2014-2018 | 1 | $0 reported | 4 |
| Nirupama Kulkarni (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| William R Mapother (former) | DIRECTOR | 2018 | 1 | $0 reported | 3 |
| Marta Miranda-Straub (former) | DIRECTOR | 2018 | 1 | $0 reported | 4 |
| Eric W Taylor (former) | DIRECTOR (TERM ENDED 9/26/18) | 2011-2018 | 2 | $0 reported | 3 |
| Marshall Bradley Jr (former) | CHAIR EMERITUS (TERM ENDED 9/2017) | 2011-2017 | 2 | $0 reported | 4 |
| Suzanne Bergmeister (former) | COMMUNICATIONS & MARKETING | 2012-2017 | 2 | $0 reported | 4 |
| Dorothy S Ridings (former) | MEMBER AT LARGE | 2010-2017 | 2 | $0 reported | 4 |
| Maria Hampton (former) | SECRETARY OF THE BOARD | 2010-2017 | 2 | $0 reported | 4 |
| Charles J Kane Jr (former) | INVESTMENT COMM. CHAIR (TERM ENDED 9/2017) | 2012-2017 | 2 | $0 reported | 3 |
| Bill Strench (former) | INVESTMENT COMM. CHAIR | 2017 | 2 | $0 reported | 3 |
| James H Taylor (former) | BOARD DEVELOPMENT COMM. CH (TERM ENDED 9/2017) | 2013-2017 | 2 | $0 reported | 3 |
| Mimi Zinniel (former) | CHAIR EMERITA | 2009-2014 | 2 | $0 reported | 5 |
| Toni Clem (former) | COMMUNICATIONS & MARKETING COMM. CHAIR | 2012-2014 | 2 | $0 reported | 9 |
| Henry M Altman Jr (former) | MEMBER - AT - LARGE | 2009-2014 | 2 | $0 reported | 3 |
| Jacqueline C Gibbs (former) | COMPENSATION COMM. CHAIR | 2011-2014 | 2 | $0 reported | 3 |
| Patricia G Swope (former) | DEVELOPMENT & STEWARDS COMM. CHAIR | 2014 | 2 | $0 reported | 3 |
| Trisha Finnegan Began Feb 2015 (former) | VP, COMMUNITY LEADERSHIP | 2014 | 5 | $0 reported | 2 |
| F Gerald Greenwell (former) | DEVELOPMENT & STEWARDSHIP COMM. CHAIR | 2009-2013 | 2 | $0 reported | 3 |
| Bonita Black (former) | BOARD DEVELOPMENT COMM. CHAIR | 2009-2012 | 2 | $0 reported | 4 |
| Robert N Shaw (former) | GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR | 2012 | 2 | $0 reported | 4 |
| Jefferey M Yussman (former) | MEMBER - AT - LARGE | 2011-2012 | 2 | $0 reported | 3 |
| Susan Moss (former) | COMMUNICATIONS & MARKETING COMM. CHAIR | 2010-2011 | 2 | $0 reported | 4 |
| Elizabeth S Peabody (former) | INVESTMENT COMM. CHAIR | 2009-2011 | 2 | $0 reported | 3 |
| Sharon A Receveur (former) | STRATEGIC INITIATIVE COMM. CHAIR | 2009-2011 | 2 | $0 reported | 3 |
| Terry L Singer (former) | GRANTS COMM. CHAIR | 2010-2011 | 2 | $0 reported | 3 |
| Marshall Bradley (former) | MEMBER AT LARGE | 2010 | 2 | $0 reported | 3 |
| David Flanery (former) | FINANCE & AUDIT COMM. CHAIR | 2010 | 2 | $0 reported | 2 |
| Jacqueline Gibbs-Weatherby (former) | COMPENSATION COMM. CHAIR | 2010 | 2 | $0 reported | 2 |
| Michael B French (former) | MEMBER AT LARGE | 2009-2010 | 2 | $0 reported | 3 |
| Jeffrey Yussman (former) | MEMBER AT LARGE | 2010 | 2 | $0 reported | 2 |
| Daniel W Mcmahan (former) | CHAIR EMERITUS | 2009 | 2 | $0 reported | 3 |
| Curtis R Ladig (former) | FINANCE & AUDIT COMM. CHAI | 2009 | 2 | $0 reported | 3 |
People by year
2024 · 14 people listed · 8 paid, $1.6M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $373,838 | $11,322 | $385,160 | 4 |
| MATTHEW L BACON | COO & CFO | 5 | $0 | $277,634 | $14,690 | $292,324 | 3 |
| ALYSSA MANNING | PRESIDENT FELIX E. MARTIN JR FDN | 0 | $0 | $168,627 | $13,358 | $181,985 | 4 |
| HEATHER CASH | CHIEF PHILANTHROPY OFFICER | 5 | $0 | $153,593 | $13,526 | $167,119 | 4 |
| RAMONA DALLUM | SENIOR VP, COMM. LEADER, TO 05/25 | 5 | $0 | $151,982 | $13,546 | $165,528 | 3 |
| VALERIE SICKLES | CHIEF MARKETING OFFICER | 5 | $0 | $141,956 | $12,883 | $154,839 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $131,345 | $12,911 | $144,256 | 3 |
| THOMAS REYNOLDS | CONTROLLER | 5 | $0 | $106,867 | $11,743 | $118,610 | 4 |
| ELIZABETH FUST | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DANA JACKSON | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 6 |
| STEPHEN KERTIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| CARL WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 17 people listed · 7 paid, $1.4M · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $343,699 | $10,876 | $354,575 | 4 |
| MATTHEW L BACON | COO & CFO | 5 | $0 | $222,240 | $18,989 | $241,229 | 3 |
| HEATHER CASH | SENIOR VP, PHILANTHROPIC SERVICES | 5 | $0 | $144,135 | $22,407 | $166,542 | 4 |
| RAMONA DALLUM | SENIOR VP, COMMUNITY LEADERSHIP | 5 | $0 | $132,417 | $22,164 | $154,581 | 3 |
| MARY GRISSOM | VP, COM. INVESTMENT, THRU 02/24 | 5 | $0 | $128,944 | $22,495 | $151,439 | 3 |
| VALERIE SICKLES | VP, MARKETING & COMMUNICATIONS | 5 | $0 | $128,655 | $13,688 | $142,343 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $118,796 | $21,264 | $140,060 | 3 |
| ELIZABETH FUST | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID TACHAU | BOARD CHAIR, THRU 09/23 | 2 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | BOARD VICE CHAIR, FROM 09/23 | 2 | $0 | $0 | $0 | $0 | 7 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DANA JACKSON | BOARD SECRETARY, FROM 09/23 | 2 | $0 | $0 | $0 | $0 | 6 |
| DEBORAH B WILLIAMS | BOARD SECRETARY, THRU 09/23 | 2 | $0 | $0 | $0 | $0 | 9 |
| STEPHANIE BATEMAN | DIRECTOR, THRU 09/23 | 1 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN KERTIS | DIRECTOR, FROM 09/23 | 1 | $0 | $0 | $0 | $0 | 5 |
| CURT SCOTT | DIRECTOR, THRU 09/23 | 1 | $0 | $0 | $0 | $0 | 3 |
| CARL WILLIAMS | DIRECTOR, FROM 09/23 | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 13 people listed · 7 paid, $1.2M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $311,423 | $9,223 | $320,646 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $199,939 | $18,779 | $218,718 | 3 |
| HEATHER CASH | VP, PHILANTHROPIC SERVICES | 5 | $0 | $136,257 | $13,866 | $150,123 | 4 |
| RAMONA DALLUM | VP, COMMUNITY ENGAGEMENT | 5 | $0 | $116,167 | $16,192 | $132,359 | 3 |
| MARY GRISSOM | VP, COMMUNITY INVESTMENT | 5 | $0 | $100,679 | $16,189 | $116,868 | 3 |
| VALERIE SICKLES | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $100,076 | $8,334 | $108,410 | 3 |
| ANNE MCKUNE | VP, ADVANCEMENT | 5 | $0 | $92,341 | $15,160 | $107,501 | 3 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ELIZABETH FUST | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
2021 · 13 people listed · 6 paid, $1.1M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $310,888 | $8,277 | $319,165 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $186,028 | $12,834 | $198,862 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER (END DATE 6/23/22) | 5 | $0 | $173,842 | $13,578 | $187,420 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $128,947 | $13,356 | $142,303 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKE | 5 | $0 | $129,343 | $9,681 | $139,024 | 3 |
| RAMONA DALLUM | VP, EQUITY & IMPACT | 5 | $0 | $79,652 | $7,221 | $86,873 | 3 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| STEPHANIE H SMITH | BOARD CHAIR (END DATE 9/29/21) | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ELIZABETH FUST | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
2020 · 11 people listed · 5 paid, $757K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATTHEW L BACON | VP & CFO | 5 | $0 | $219,142 | $15,393 | $234,535 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $132,880 | $14,422 | $147,302 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $110,515 | $17,001 | $127,516 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $115,951 | $10,599 | $126,550 | 3 |
| RONALD GALLO | PRESIDENT & CEO | 5 | $0 | $117,311 | $3,309 | $120,620 | 4 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
2019 · 17 people listed · 5 paid, $783K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO (THROUGH 8/31/19) | 5 | $0 | $181,503 | $15,757 | $197,260 | 4 |
| MATTHEW L BACON | INTERIM PRESIDENT/CEO/CFO/SENIOR VP | 5 | $0 | $176,984 | $15,749 | $192,733 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $128,932 | $15,184 | $144,116 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $107,258 | $17,492 | $124,750 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $108,668 | $15,317 | $123,985 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID TACHAU | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 9 |
| MICHAEL W GOUGH | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 10 |
| M CLAIRE ALAGIA | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 6 |
| SUZANNE BERMEISTER | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK A CAMPISANO | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 3 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM G STRENCH | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 4 |
| SUSAN ZEPEDA | DIRECTOR (TERM ENDED 3/11/20) | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 33 people listed · 6 paid, $810K · 0 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BERRY | PRESIDENT & CEO | 5 | $0 | $252,497 | $22,562 | $275,059 | 2 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $147,460 | $14,137 | $161,597 | 3 |
| TRISHA FINNEGAN | CHIEF STRATEGY OFFICER | 5 | $0 | $125,530 | $12,124 | $137,654 | 3 |
| CARA BARIBEAU | VP, COMMUNICATIONS & MARKETING (TERM ENDED 11/6/18 | 5 | $0 | $95,606 | $22,101 | $117,707 | 3 |
| HEATHER CASH | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $100,738 | $12,902 | $113,640 | 4 |
| JANET WALTHER | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $3,278 | $818 | $4,096 | 3 |
| STEPHANIE H SMITH | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| M CLAIRE ALAGIA | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DAVID TACHAU | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | BOARD TREASURER | 2 | $0 | $0 | $0 | $0 | 6 |
| ERIC W TAYLOR | DIRECTOR (TERM ENDED 9/26/18) | 2 | $0 | $0 | $0 | $0 | 3 |
| ANGIE EVANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| JERRY ABRAMSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| MICHAEL W GOUGH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 10 |
| STEPHANIE BATEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JULIE L JONES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| SUZANNE BERMEISTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| GWEN KELLY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID CALZI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| AUDREY D KLINE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARK A CAMPISANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| NIRUPAMA KULKARNI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| HARRIET L LAIR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| CURT SCOTT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM R MAPOTHER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM G STRENCH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| LOPA MEHROTRA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| CAROLYN TANDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| MARTA MIRANDA-STRAUB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| BETH S PEABODY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| SUSAN ZEPEDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH ROUNSAVALL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
2017 · 20 people listed · 5 paid, $815K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $263,625 | $24,419 | $288,044 | 4 |
| MATTHEW L BACON | SENIOR VP & CFO | 5 | $0 | $141,288 | $16,778 | $158,066 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $106,584 | $23,174 | $129,758 | 3 |
| TRISHA FINNEGAN | VP, MISSION & IMPACT | 5 | $0 | $107,464 | $13,077 | $120,541 | 3 |
| CARA BARIBEAU | VP, COMMUNICATIONS & MARKE | 5 | $0 | $97,053 | $21,900 | $118,953 | 3 |
| ERIC W TAYLOR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | VICE CHAIRPERSON OF THE BO | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 6 |
| DOROTHY S RIDINGS | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR (TERM ENDED 9/2017) | 2 | $0 | $0 | $0 | $0 | 3 |
| BILL STRENCH | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | COMMUNICATIONS & MARKETING | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | MISSION & IMPACT COMM. CHA | 2 | $0 | $0 | $0 | $0 | 9 |
| MARK A CAMPISANO | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CH (TERM ENDED 9/2017) | 2 | $0 | $0 | $0 | $0 | 3 |
| SUSAN ZEPEDA | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | CHAIR EMERITUS (TERM ENDED 9/2017) | 2 | $0 | $0 | $0 | $0 | 4 |
2016 · 18 people listed · 5 paid, $793K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $262,484 | $24,653 | $287,137 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $135,847 | $16,502 | $152,349 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $101,911 | $22,911 | $124,822 | 3 |
| CARA BARIBEAU | VP, COMMUNICATIONS & MARKE | 5 | $0 | $93,310 | $21,102 | $114,412 | 3 |
| TRISHA FINNEGAN | VP, MISSION & IMPACT | 5 | $0 | $101,637 | $12,273 | $113,910 | 3 |
| ERIC W TAYLOR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| GARY ULMER | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 6 |
| DOROTHY S RIDINGS | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | COMMUNICATIONS & MARKETING | 2 | $0 | $0 | $0 | $0 | 4 |
| DEBORAH B WILLIAMS | MISSION & IMPACT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| MARK A CAMPISANO | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CH | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 4 |
2015 · 17 people listed · 5 paid, $719K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $240,614 | $23,304 | $263,918 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $134,210 | $16,273 | $150,483 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDS | 5 | $0 | $100,049 | $21,703 | $121,752 | 3 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKE | 5 | $0 | $79,423 | $14,908 | $94,331 | 3 |
| TRISHA FINNEGAN | VP, COMMUNITY LEADERSHIP | 5 | $0 | $84,540 | $4,102 | $88,642 | 3 |
| MARSHALL BRADLEY JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | VICE CHAIRPERSON OF THE BO | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| JULIE LAVALLE JONES | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| M CLAIRE ALAGIA | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| HARRIET L LAIR | D & S COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHA | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CH | 2 | $0 | $0 | $0 | $0 | 3 |
2014 · 22 people listed · 6 paid, $711K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $225,098 | $24,360 | $249,458 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $120,315 | $18,344 | $138,659 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $93,897 | $20,275 | $114,172 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $92,391 | $14,166 | $106,557 | 6 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $66,457 | $6,898 | $73,355 | 3 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $27,471 | $882 | $28,353 | 3 |
| MARSHALL BRADLEY JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| JULIE LAVALLE JONES | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| HENRY M ALTMAN JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA G SWOPE | DEVELOPMENT & STEWARDS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, STRATEY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | CHAIR EMERITA | 2 | $0 | $0 | $0 | $0 | 5 |
| TRISHA FINNEGAN BEGAN FEB 2015 | VP, COMMUNITY LEADERSHIP | 5 | $0 | $0 | $0 | $0 | 2 |
2013 · 20 people listed · 5 paid, $673K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $220,584 | $22,572 | $243,156 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $116,347 | $15,859 | $132,206 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $91,530 | $16,387 | $107,917 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $84,246 | $11,573 | $95,819 | 6 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $81,503 | $12,264 | $93,767 | 3 |
| MIMI ZINNIEL | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARSHALL BRADLEY JR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDSHIP COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MARK A CAMPISANO | GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE H SMITH | IMPACT INVESTING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES H TAYLOR | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CARA BERNOSKY BARIBEAU | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $0 | $0 | $0 | 3 |
2012 · 20 people listed · 5 paid, $654K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $216,428 | $23,039 | $239,467 | 4 |
| MATTHEW L BACON | VP & CFO | 5 | $0 | $113,030 | $14,224 | $127,254 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $89,051 | $18,968 | $108,019 | 3 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $75,432 | $16,233 | $91,665 | 3 |
| ANGIE M EVANS | VP, COMMUNITY LEADERSHIP | 5 | $0 | $77,696 | $9,583 | $87,279 | 6 |
| MIMI ZINNIEL | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARSHALL BRADLEY JR | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD & FINANCE COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA K BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| CARA BERNOSKY BARIBEAU | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE BERGMEISTER | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFEREY M YUSSMAN | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| CHARLES J KANE JR | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| TONI CLEM | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 9 |
| ROBERT N SHAW | GRANTMAKING, PARTNERSHIP, STRATEGY COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDSHIP COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
2011 · 20 people listed · 6 paid, $618K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT & CEO | 5 | $0 | $213,745 | $21,580 | $235,325 | 4 |
| SUSAN V NICHOLSON | VP & CFO THROUGH JULY 2011 | 5 | $0 | $86,264 | $7,770 | $94,034 | 4 |
| ANNE E MONELL | VP, COMMUNICATIONS & MARKETING | 5 | $0 | $73,021 | $11,509 | $84,530 | 3 |
| MICHAEL J SCHULTZ | VP, DEVELOPMENT & STEWARDSHIP | 5 | $0 | $65,253 | $8,968 | $74,221 | 3 |
| ALEXANDRA SPOELKER | VP, COMMUNITY LEADERSHIP | 5 | $0 | $64,997 | $8,632 | $73,629 | 3 |
| MATTHEW L BACON | VP & CFO BEGAN JULY 2011 | 5 | $0 | $55,188 | $707 | $55,895 | 3 |
| HENRY M ALTMAN JR | CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | VICE CHAIRPERSON OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARIA G HAMPTON | SECRETARY OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 4 |
| ERIC W TAYLOR | TREASURER OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| F GERALD GREENWELL | DEVELOPMENT & STEWARDSHIP COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE C GIBBS | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| SUSAN MOSS | COMMUNICATIONS & MARKETING COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVE COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA K BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| TERRY L SINGER | GRANTS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY S RIDINGS | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFEREY M YUSSMAN | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| MARSHALL BRADLEY JR | MEMBER - AT - LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
2010 · 18 people listed · 3 paid, $450K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT | 5 | $0 | $202,520 | $16,242 | $218,762 | 4 |
| SUSAN NICHOLSON | VICE PRESIDENT | 5 | $0 | $107,855 | $18,345 | $126,200 | 4 |
| KATHY B STEWARD JACOBI | VICE PRESIDENT | 5 | $0 | $93,791 | $11,146 | $104,937 | 3 |
| HENRY M ALTMAN JR | CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | VICE CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 5 |
| MARIA HAMPTON | SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| F GERALD GREENWELL | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID FLANERY | FINANCE & AUDIT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACQUELINE GIBBS-WEATHERBY | COMPENSATION COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| SUSAN MOSS | COMMUNICATIONS & MKT. COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVES COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA BLACK | BOARD DEVELOPMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| TERRY SINGER | GRANTS COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL B FRENCH | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| DOROTHY RIDINGS | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY YUSSMAN | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 2 |
| MARSHALL BRADLEY | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
2009 · 13 people listed · 4 paid, $481K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN A BARRY | PRESIDENT | 5 | $0 | $202,733 | $19,839 | $222,572 | 4 |
| SUSAN NICHOLSON | VICE PRESIDENT | 5 | $0 | $106,632 | $15,182 | $121,814 | 4 |
| KATHY B STEWARD JACOBI | VICE PRESIDENT | 5 | $0 | $102,303 | $14,333 | $116,636 | 3 |
| LINDA S SPEED | DIRECTOR, GIFT PLANNING | 5 | $0 | $8,313 | $12,130 | $20,443 | 2 |
| F GERALD GREENWELL | CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| HENRY M ALTMAN JR | VICE CHAIR OF THE BOARD | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI ZINNIEL | SECRETARY | 2 | $0 | $0 | $0 | $0 | 5 |
| SHARON A RECEVEUR | STRATEGIC INITIATIVES COMM | 2 | $0 | $0 | $0 | $0 | 3 |
| BONITA BLACK | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL B FRENCH | MEMBER AT LARGE | 2 | $0 | $0 | $0 | $0 | 3 |
| ELIZABETH S PEABODY | INVESTMENT COMM. CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| CURTIS R LADIG | FINANCE & AUDIT COMM. CHAI | 2 | $0 | $0 | $0 | $0 | 3 |
| DANIEL W MCMAHAN | CHAIR EMERITUS | 2 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2013 · 1 contractor · $115K
| Name | Location | Service | Paid |
|---|---|---|---|
| THE BOONE GROUP | FISCAL SPONSOR PROGRAM EXP | $115,324 |
2012 · 1 contractor · $250K
| Name | Location | Service | Paid |
|---|---|---|---|
| SPACE GROUP ARKITEKTER AS | OSLO | CONSULTING-LOUISVILLE VISION PLAN | $250,000 |
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 · 128 grants to organizations · $4.3M
Listed grants add up to $4,299,915; the return's “grants paid” expense line says $5,028,732. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 135 grants to organizations · $5.2M
Listed grants add up to $5,174,222; the return's “grants paid” expense line says $5,900,033. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 183 grants to organizations · $14.2M
Listed grants add up to $14,172,088; the return's “grants paid” expense line says $14,441,895. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 167 grants to organizations · $8.9M
Listed grants add up to $8,945,989; the return's “grants paid” expense line says $9,821,313. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 154 grants to organizations · $6.7M
Listed grants add up to $6,736,155; the return's “grants paid” expense line says $7,710,022. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 426 grants to organizations · $18.6M
Listed grants add up to $18,579,417; the return's “grants paid” expense line says $19,311,803. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 179 grants to organizations · $10.8M
Listed grants add up to $10,800,231; the return's “grants paid” expense line says $11,091,148. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 133 grants to organizations · $5.9M
Listed grants add up to $5,936,107; the return's “grants paid” expense line says $6,377,856. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 160 grants to organizations · $7.3M
Listed grants add up to $7,281,619; the return's “grants paid” expense line says $7,589,963. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 179 grants to organizations · $10.4M
Listed grants add up to $10,355,308; the return's “grants paid” expense line says $10,533,952. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 100 grants to organizations · $2.4M
Listed grants add up to $2,389,120; the return's “grants paid” expense line says $2,709,943. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 114 grants to organizations · $2.6M
Listed grants add up to $2,619,577; the return's “grants paid” expense line says $2,898,784. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 97 grants to organizations · $3.2M
Listed grants add up to $3,179,081; the return's “grants paid” expense line says $4,428,074. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 87 grants to organizations · $2.5M
Listed grants add up to $2,517,927; the return's “grants paid” expense line says $3,456,013. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 98 grants to organizations · $3.0M
Listed grants add up to $2,972,489; the return's “grants paid” expense line says $3,974,818. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2009 · 84 grants to organizations · $3.5M
Listed grants add up to $3,494,266; the return's “grants paid” expense line says $5,170,225. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $6,349,697 | $7,906,222 | $3,316,860 | $3,167,923 | $6,146,516 | $0 | $0 | 0 | 6 |
| 2023 · Form 990 | ||||||||
| $3,798,152 | $8,064,572 | $5,245,057 | $4,724,448 | $4,139,699 | $0 | $0 | 0 | 10 |
| 2022 · Form 990 | ||||||||
| $8,897,180 | $17,543,680 | $8,603,819 | $8,445,536 | $8,139,355 | $0 | $0 | 0 | 6 |
| 2021 · Form 990 | ||||||||
| $13,186,961 | $11,712,823 | $17,995,110 | $17,456,624 | $13,152,520 | $0 | $0 | 0 | 7 |
| 2020 · Form 990 | ||||||||
| $10,177,129 | $10,383,139 | $17,663,337 | $16,976,869 | $9,553,919 | $0 | $0 | 0 | 11 |
| 2019 · Form 990 | ||||||||
| $23,683,474 | $21,732,547 | $16,079,104 | $15,714,311 | $23,079,323 | $0 | $0 | 0 | 12 |
| 2018 · Form 990 | ||||||||
| $11,106,173 | $12,464,937 | $14,178,736 | $13,939,781 | $10,794,388 | $0 | $0 | 0 | 27 |
| 2017 · Form 990 | ||||||||
| $9,542,137 | $7,582,950 | $14,879,365 | $14,782,826 | $8,937,354 | $0 | $0 | 0 | 12 |
| 2016 · Form 990 | ||||||||
| $8,329,647 | $8,967,385 | $13,040,283 | $12,921,206 | $8,074,391 | $0 | $0 | 0 | 13 |
| 2015 · Form 990 | ||||||||
| $14,185,877 | $11,951,850 | $13,295,524 | $13,141,854 | $13,937,544 | $0 | $0 | 0 | 12 |
| 2014 · Form 990 | ||||||||
| $6,263,482 | $4,426,172 | $10,879,683 | $10,827,803 | $5,861,264 | $0 | $0 | 0 | 15 |
| 2013 · Form 990 | ||||||||
| $4,306,234 | $3,856,043 | $8,969,608 | $8,920,890 | $3,817,160 | $0 | $0 | 0 | 14 |
| 2012 · Form 990 | ||||||||
| $4,302,543 | $4,522,465 | $8,146,792 | $8,130,681 | $3,938,346 | $0 | $0 | 0 | 15 |
| 2011 · Form 990 | ||||||||
| $3,775,525 | $3,547,366 | $7,894,836 | $7,856,595 | $3,525,382 | $0 | $0 | 0 | 14 |
| 2010 · Form 990 | ||||||||
| $3,782,279 | $4,072,889 | $7,367,588 | $7,346,857 | $3,534,608 | $0 | $0 | 0 | 15 |
| 2009 · Form 990 | ||||||||
| $5,275,336 | $5,311,106 | $7,122,306 | $7,071,115 | $4,983,730 | $0 | $0 | 0 | 9 |
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.
- THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC Louisville, KY · 14 people in common (Alyssa Manning, Anne Mckune, Carl Williams) · related organization (Schedule R)
- THE COMMUNITY FOUNDATION OF LOUISVILLE INC Louisville, KY · 13 people in common (Alyssa Manning, Anne Mckune, Dana Jackson) · related organization (Schedule R)
- REAL ESTATE ASSET LEGACY FOUNDATION OF KENTUCKY INC Louisville, KY · 7 people in common (Dana Jackson, Elizabeth Fust, Heather Cash) · related organization (Schedule R)
- METROPOLITAN HOUSING COALITION INFORMATION SERVICE FUND Louisville, KY · 2 people in common (Dana Jackson, Stephen Kertis)
- NORTON HOSPITALS INC Louisville, KY · 1 person in common (Michael W Gough)
- COMMUNITY MEDICAL ASSOCIATES INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE-INDIANA INC Louisville, KY · 1 person in common (Michael W Gough)
- NORTON PROPERTIES INC Louisville, KY · 1 person in common (Michael W Gough)
- CHILDRENS HOSPITAL FOUNDATION Louisville, KY · 1 person in common (Michael W Gough)
- NORTON HEALTHCARE FOUNDATION INC Louisville, KY · 1 person in common (Michael W Gough)
- JAMES GRAHAM BROWN FOUNDATION INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- FELIX E MARTIN JR FOUNDATION INC Louisville, KY · 1 person in common (Alyssa Manning) · related organization (Schedule R)
- COMMUNITY COORDINATED CHILD CARE INC Louisville, KY · 1 person in common (Dana Jackson)
- WOMEN FOR WOMEN INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- CHAMPIONS 4 HER INC Louisville, KY · 1 person in common (Lopa Mehrotra)
- LOUISVILLE PRESERVATION FUND INC Louisville, KY · related organization (Schedule R)
Funders of this organization
13 grantors reported grants to this organization, $11,809,238 in all, tax years 2009 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| THE COMMUNITY FOUNDATION OF LOUISVILLE INC | $5,333,592 | 15 | $75,251 | 2024 | 2009-2011, 2013-2024 | DAF sponsor | Exact | show |
| DELTA DENTAL OF KENTUCKY INC | $2,600,000 | 1 | $2,600,000 | 2015 | 2015 | Public charity | Exact | show |
| JEWISH HERITAGE FUND FOR EXCELLENCE INC | $2,003,500 | 6 | $1,056,000 | 2025 | 2020-2025 | Public charity | Exact | show |
| THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC | $1,317,346 | 11 | $20,450 | 2022 | 2013-2022 | Public charity | Exact | show |
| NORTON HEALTHCARE INC | $209,300 | 7 | $20,000 | 2023 | 2017-2023 | Public charity | Exact | show |
| LOCAL INITIATIVES SUPPORT CORPORATION | $88,000 | 2 | $13,000 | 2023 | 2022-2023 | Public charity | Exact | show |
| AMERICAN ENDOWMENT FOUNDATION | $72,500 | 1 | $72,500 | 2020 | 2020 | DAF sponsor | Exact | show |
| BRIDGEMAN CHARITABLE GROUP INC | $50,000 | 2 | $50,000 | 2021 | 2020-2021 | Public charity | Exact | show |
| FELIX E MARTIN JR FOUNDATION INC | $50,000 | 1 | $50,000 | 2011 | 2011 | Public charity | Exact | show |
| NATIONAL COLLEGE ATTAINMENT NETWORK | $48,000 | 1 | $48,000 | 2015 | 2015 | Public charity | Exact | show |
| PWC FOUNDATION INC | $25,000 | 1 | $25,000 | 2019 | 2019 | Public charity | Exact | show |
| DONOR ADVISED CHARITABLE GIVING | $10,000 | 1 | $10,000 | 2019 | 2019 | DAF sponsor | Exact | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | $2,000 | 1 | $2,000 | 2012 | 2012 | Private foundation | Fuzzy filed as “THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN” | show |
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 |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF SOUTH CENTRAL KENTUCKY INC | KY | T31 | $4,089,109 | $2,294,845 | EXECUTIVE DI | $81,400 | Same NTEE code T31, revenue within 2x, same state |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | KY | T31 | $8,397,592 | $9,139,705 | Executive Director | $87,350 | Same NTEE code T31, revenue within 2x, same state |
| THE COMMUNITY FOUNDATION OF SHELBY COUNTY | OH | T31 | $10,397,057 | $8,698,167 | VICE CHAIR | $0 | Same NTEE code T31, revenue within 2x |
| THE COMMUNITY FOUNDATION OF DELAWARE COUNTY | OH | T31 | $11,037,786 | $3,660,274 | PRESIDENT | $139,677 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | OH | T31 | $7,606,198 | $7,962,148 | PRESIDENT & CEO | $218,640 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF THE FLORIDA KEYS | FL | T31 | $6,452,657 | $2,981,803 | PRESIDENT & CEO | $150,000 | Same NTEE code T31, revenue within 2x |
| THE COMMUNITY FOUNDATION OF DICKINSON COUNTY INC | KS | T31 | $3,679,044 | $2,817,023 | EXECUTIVE DI | $114,722 | Same NTEE code T31, revenue within 2x, similar name |
| ROCHESTER AREA COMMUNITY FOUNDATION DEPOSITORY INC | NY | T31 | $3,775,811 | $3,914,356 | PRESIDENT AND CEO | $328,512 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF HOWARD COUNTY INC | IN | T31 | $10,777,861 | $5,876,529 | PRESIDENT | $140,747 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF CENTRAL WISCONSIN INC | WI | T31 | $9,207,261 | $4,199,173 | CEO | $129,121 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF TOMPKINS COUNTY INC | NY | T31 | $7,810,538 | $5,247,682 | EXECUTIVE DIRECTOR | $152,970 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF ORANGE COUNTY | NY | T31 | $12,124,551 | $6,483,119 | PRESIDENT AND CEO | $129,759 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF THE NEW RIVER VALLEY INC | VA | T31 | $3,966,037 | $1,717,878 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x |
| CENTRAL LOUISIANA COMMUNITY FOUNDATION | LA | T31 | $10,400,033 | $3,446,643 | Director | $0 | Same NTEE code T31, revenue within 2x |
| THE COMMUNITY TRUST FOUNDATION INC | MD | T31 | $3,534,298 | $789,662 | EXECUTIVE DIRECTOR | $81,178 | Same NTEE code T31, revenue within 2x |
| THE TAOS COMMUNITY FOUNDATION INC | NM | T31 | $4,411,933 | $3,787,355 | CEO | $120,559 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION OF THE VERDUGOS | CA | T31 | $4,016,356 | $1,107,255 | CEO | $152,511 | Same NTEE code T31, revenue within 2x, similar name |
| THE JEWISH COMMUNITY FOUNDATION OF THE WEST | CA | T31 | $3,633,917 | $1,701,529 | Executive Dir. | $104,793 | Same NTEE code T31, revenue within 2x |
| THE CORAL GABLES COMMUNITY FOUNDATION | FL | T31 | $6,119,130 | $5,523,795 | EXECUTIVE DIRECTOR | $198,888 | Same NTEE code T31, revenue within 2x |
| NOBLE COUNTY COMMUNITY FOUNDATION INC | IN | T31 | $5,675,277 | $3,795,052 | EXECUTIVE DI | $89,163 | Same NTEE code T31, revenue within 2x |
| BARTLESVILLE COMMUNITY FOUNDATION | OK | T31 | $4,424,983 | $3,340,305 | EXECUTIVE DIRECTOR | $111,676 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF BOONE COUNTY INC | IN | T31 | $6,170,914 | $3,184,743 | PRESIDENT/CE | $126,659 | Same NTEE code T31, revenue within 2x |
| THE GREENVILLE AREA COMMUNITY FOUNDATION | MI | T31 | $3,496,517 | $3,004,923 | President/CEO | $127,471 | Same NTEE code T31, revenue within 2x |
| COMMUNITY FOUNDATION OF CHIPPEWA | WI | T31 | $7,642,335 | $1,036,565 | EXECUTIVE DI | $95,925 | Same NTEE code T31, revenue within 2x |
| THE ERIE COUNTY COMMUNITY FOUNDATION | OH | T31 | $4,797,387 | $3,803,431 | EXECUTIVE DI | $113,050 | Same NTEE code T31, 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 990 · $7,906,222 spent · pay $0 · grants $5,028,732 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,028,732 | $5,028,732 | - | - | 63.6% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $2,695,839 | $2,695,839 | - | - | 34.1% |
| Other (as described) | INVEST. EARNINGS TO FDN | $167,595 | $167,595 | - | - | 2.1% |
| Fees: investment management | $14,056 | - | $14,056 | - | 0.2% | |
| Total | $7,906,222 | 100% |
2023 · Form 990 · $8,064,572 spent · pay $0 · grants $5,900,033 · events $45,100
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,900,033 | $5,900,033 | - | - | 73.2% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,826,756 | $1,826,756 | - | - | 22.7% |
| Other (as described) | INVEST. EARNINGS TO FDN | $314,162 | $314,162 | - | - | 3.9% |
| Fees: investment management | $23,621 | - | $23,621 | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $8,600 | $45,100 | reported apart | |||
| Total | $8,064,572 | 100% |
2022 · Form 990 · $17,543,680 spent · pay $0 · grants $14,441,895 · events $21,607
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $14,441,895 | $14,441,895 | - | - | 82.3% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $2,526,999 | $2,526,999 | - | - | 14.4% |
| Other (as described) | INVEST. EARNINGS TO FDN | $280,106 | $280,106 | - | - | 1.6% |
| Fees: other services | $232,331 | $232,331 | - | - | 1.3% | |
| Fees: investment management | $62,349 | - | $62,349 | - | 0.4% | |
| Fundraising events Event | direct expenses; gross income $1,500 | $21,607 | reported apart | |||
| Total | $17,543,680 | 100% |
2021 · Form 990 · $11,712,823 spent · pay $0 · grants $9,821,313 · events $45,797
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $9,821,313 | $9,821,313 | - | - | 83.9% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,646,999 | $1,646,999 | - | - | 14.1% |
| Fees: investment management | $119,329 | - | $119,329 | - | 1.0% | |
| Other (as described) | INVEST. EARNINGS TO FDN | $92,871 | $92,871 | - | - | 0.8% |
| Fees: other services | $32,311 | $32,311 | - | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $0 | $45,797 | reported apart | |||
| Total | $11,712,823 | 100% |
2020 · Form 990 · $10,383,139 spent · pay $0 · grants $7,710,022 · events $12,333
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,710,022 | $7,710,022 | - | - | 74.3% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $2,426,191 | $2,426,191 | - | - | 23.4% |
| Fees: investment management | $114,519 | - | $114,519 | - | 1.1% | |
| Other (as described) | INVEST. EARNINGS TO FDN | $108,407 | $108,407 | - | - | 1.0% |
| Fees: other services | $24,000 | $24,000 | - | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $0 | $12,333 | reported apart | |||
| Total | $10,383,139 | 100% |
2019 · Form 990 · $21,732,547 spent · pay $0 · grants $19,311,803 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $19,311,803 | $19,311,803 | - | - | 88.9% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $2,177,971 | $2,177,971 | - | - | 10.0% |
| Fees: investment management | $126,375 | - | $126,375 | - | 0.6% | |
| Other (as described) | INVEST. EARNINGS TO FDN | $115,591 | $115,591 | - | - | 0.5% |
| Other (as described) | MISCELLANEOUS | $807 | $218 | $476 | $113 | 0.0% |
| Total | $21,732,547 | 100% |
2018 · Form 990 · $12,464,937 spent · pay $0 · grants $11,091,148 · events $19,349
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,091,148 | $11,091,148 | - | - | 89.0% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,218,666 | $1,218,666 | - | - | 9.8% |
| Other (as described) | INVEST. EARNINGS TO FDN | $122,438 | $122,438 | - | - | 1.0% |
| Fees: investment management | $32,685 | - | $32,685 | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $6,775 | $19,349 | reported apart | |||
| Total | $12,464,937 | 100% |
2017 · Form 990 · $7,582,950 spent · pay $0 · grants $6,377,856 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,377,856 | $6,377,856 | - | - | 84.1% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,075,637 | $1,075,637 | - | - | 14.2% |
| Other (as described) | INVEST. EARNINGS TO FDN | $103,046 | $103,046 | - | - | 1.4% |
| Fees: investment management | $26,411 | - | $26,411 | - | 0.3% | |
| Total | $7,582,950 | 100% |
2016 · Form 990 · $8,967,385 spent · pay $0 · grants $7,589,963 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,589,963 | $7,589,963 | - | - | 84.6% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,252,057 | $1,252,057 | - | - | 14.0% |
| Other (as described) | INVEST. EARNINGS TO FDN | $99,872 | $99,872 | - | - | 1.1% |
| Fees: investment management | $25,493 | - | $25,493 | - | 0.3% | |
| Total | $8,967,385 | 100% |
2015 · Form 990 · $11,951,850 spent · pay $0 · grants $10,533,952 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,533,952 | $10,533,952 | - | - | 88.1% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,300,825 | $1,300,825 | - | - | 10.9% |
| Other (as described) | INVEST. EARNINGS TO FDN | $92,670 | $92,670 | - | - | 0.8% |
| Fees: investment management | $24,403 | - | $24,403 | - | 0.2% | |
| Total | $11,951,850 | 100% |
2014 · Form 990 · $4,426,172 spent · pay $0 · grants $2,709,943 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,709,943 | $2,709,943 | - | - | 61.2% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $1,602,434 | $1,602,434 | - | - | 36.2% |
| Other (as described) | INVEST. EARNINGS TO FDN | $89,583 | $89,583 | - | - | 2.0% |
| Fees: investment management | $24,212 | - | $24,212 | - | 0.5% | |
| Total | $4,426,172 | 100% |
2013 · Form 990 · $3,856,043 spent · pay $0 · grants $2,898,784 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,898,784 | $2,898,784 | - | - | 75.2% | |
| Other (as described) | FISCAL SPONSOR PROGRAM | $848,686 | $848,686 | - | - | 22.0% |
| Other (as described) | INVEST. EARNINGS TO FDN | $85,772 | $85,772 | - | - | 2.2% |
| Fees: investment management | $22,801 | - | $22,801 | - | 0.6% | |
| Total | $3,856,043 | 100% |
2012 · Form 990 · $4,522,465 spent · pay $0 · grants $4,428,074 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,428,074 | $4,428,074 | - | - | 97.9% | |
| Other (as described) | INVEST. EARNINGS TO FDN | $74,320 | $74,320 | - | - | 1.6% |
| Fees: investment management | $20,071 | - | $20,071 | - | 0.4% | |
| Total | $4,522,465 | 100% |
2011 · Form 990 · $3,547,366 spent · pay $0 · grants $3,456,013 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,456,013 | $3,456,013 | - | - | 97.4% | |
| Other (as described) | INVESTMENT EARNINGS TO | $72,510 | $72,510 | - | - | 2.0% |
| Fees: investment management | $18,843 | - | $18,843 | - | 0.5% | |
| Total | $3,547,366 | 100% |
2010 · Form 990 · $4,072,889 spent · pay $0 · grants $3,974,818 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,974,818 | $3,974,818 | - | - | 97.6% | |
| Other (as described) | INVESTMENT EARNINGS TO | $79,539 | $79,539 | - | - | 2.0% |
| Fees: investment management | $18,532 | - | $18,532 | - | 0.5% | |
| Total | $4,072,889 | 100% |
2009 · Form 990 · $5,311,106 spent · pay $0 · grants $5,170,225 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,170,225 | $5,170,225 | - | - | 97.3% | |
| Other (as described) | INVESTMENT EARNINGS TO | $121,405 | $121,405 | - | - | 2.3% |
| Fees: investment management | $19,476 | - | $19,476 | - | 0.4% | |
| Total | $5,311,106 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2014 · Form 990 | ||||||||
| Yes | 124 | $5,861,264 | $4,312,377 | $10,827,801 | - | - | - | - |
| 2013 · Form 990 | ||||||||
| Yes | 115 | $3,817,160 | $3,747,470 | $8,920,889 | - | - | - | - |
| 2012 · Form 990 | ||||||||
| Yes | 98 | $3,938,346 | $4,428,074 | $8,130,681 | - | - | - | - |
| 2011 · Form 990 | ||||||||
| Yes | 98 | $3,525,382 | $3,456,013 | $7,856,595 | - | - | - | - |
| 2010 · Form 990 | ||||||||
| Yes | 96 | $3,534,608 | $3,974,818 | $7,346,857 | - | - | - | - |
| 2009 · Form 990 | ||||||||
| Yes | 90 | $4,983,730 | $5,170,225 | $7,071,114 | - | - | - | - |
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