SOUTHEASTERN FOUNDATION

Cite this

Plain text SOUTHEASTERN FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/southeastern-foundation-730765384. Retrieved 2026-10-30.

APA furp.org. (n.d.). SOUTHEASTERN FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 30, 2026, from https://furp.org/org/southeastern-foundation-730765384

MLA “SOUTHEASTERN FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/southeastern-foundation-730765384. Accessed 30 Oct. 2026.

Retrieved 2026-10-30; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $5.9M · expenses $3.9M · assets $45.0M

EIN
73-0765384
Address
425 W UNIVERSITY BLVD, DURANT, OK 74701-3347
Website
www.se.edu/foundation
NTEE code
B110
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1968 (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
Organization supporting a government college
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL SUPPORT.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 33 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

33 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
Brian Mantzey Trustee2022-2024 2 $0 reported 1
Hk Hatcher Trustee2010-2024 2 $0 reported 1
Karl James Trustee2024 2 $0 reported 1
Jerry Buchanan Trustee2010-2024 2 $0 reported 1
Brandon Johnson Trustee2024 2 $0 reported 1
Adrian Beverage Trustee2024 2 $0 reported 1
Sharla Frost Trustee2017-2024 2 $0 reported 1
Jared Johnson Trustee2017-2024 2 $0 reported 1
Melissa Perrin Trustee2024 2 $0 reported 1
Jim Mcguire Treasurer2017-2024 2 $0 reported 1
Joe Hill Trustee2024 2 $0 reported 1
Jenny Sanchez Chairman2017-2024 2 $0 reported 2
Heather Burrage VICE CHAIRMAN2020-2024 2 $0 reported 1
Marti Phillips Secretary2012-2024 2 $0 reported 2
Brett Morton (former) Trustee2017-2023 2 $0 reported 1
John Carey (former) Chairman2017-2021 2 $0 reported 1
Gary Batton (former) Trustee2012-2021 2 $0 reported 1
Brian Campbell (former) Trustee2014-2021 2 $0 reported 1
George Clark (former) Trustee2010-2021 2 $0 reported 1
Charles Mccall (former) Trustee2017-2021 2 $0 reported 1
Barry Ross (former) Treasurer2010-2021 2 $0 reported 1
Trace Sherrill (former) Secretary2012-2021 2 $0 reported 1
Brian Cambpell (former) Trustee2017-2018 2 $0 reported 1
Amy Ford (former) Secretary2010-2016 2 $0 reported 1
Mignon Caudle (former) Trustee2010-2013 2 $0 reported 1
Mick Thompson (former) Trustee2010-2012 2 $0 reported 1
Henry Scott (former) Trustee2010-2012 2 $0 reported 1
Steve Burrage (former) Trustee2010-2012 2 $0 reported 1
Grady Hartman (former) Trustee2010-2011 2 $0 reported 1
Darryl Roberts (former) Trustee2010-2011 2 $0 reported 1
Tom Criswell (former) VICE CHAIRMAN2010-2011 2 $0 reported 1
Jim Ward (former) Trustee2010-2011 2 $0 reported 1
Ronald Arnett (former) Chairman2010-2011 2 $0 reported 1

People by year

2024 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN MANTZEY Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
KARL JAMES Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
BRANDON JOHNSON Trustee2 $0$0$0 $01
ADRIAN BEVERAGE Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
MELISSA PERRIN Trustee2 $0$0$0 $01
JIM MCGUIRE Treasurer2 $0$0$0 $01
JOE HILL Trustee2 $0$0$0 $01
JENNY SANCHEZ Chairman2 $0$0$0 $02
HEATHER BURRAGE VICE CHAIRMAN2 $0$0$0 $01
MARTI PHILLIPS Secretary2 $0$0$0 $02
2023 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN MANTZEY Trustee0 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
JIM MCGUIRE Treasurer2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
JENNY SANCHEZ Chairman2 $0$0$0 $02
HEATHER BURRAGE VICE CHAIRMAN2 $0$0$0 $01
MARTI PHILLIPS Secretary0 $0$0$0 $02
2022 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN MANTZEY Trustee0 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
JIM MCGUIRE Treasurer2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
JENNY SANCHEZ Chairman2 $0$0$0 $02
HEATHER BURRAGE VICE CHAIRMAN2 $0$0$0 $01
MARTI PHILLIPS Secretary0 $0$0$0 $02
2021 · 15 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN CAREY Chairman2 $0$0$0 $01
HK HATCHER VICE CHAIRMAN2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
BRIAN CAMPBELL Trustee2 $0$0$0 $01
GEORGE CLARK Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
CHARLES MCCALL Trustee2 $0$0$0 $01
JIM MCGUIRE Trustee2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
BARRY ROSS Treasurer2 $0$0$0 $01
JENNY SANCHEZ Trustee2 $0$0$0 $02
TRACE SHERRILL Secretary2 $0$0$0 $01
HEATHER BURRAGE Trustee2 $0$0$0 $01
2020 · 15 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN CAREY Chairman2 $0$0$0 $01
HK HATCHER VICE CHAIRMAN2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
BRIAN CAMPBELL Trustee2 $0$0$0 $01
GEORGE CLARK Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
CHARLES MCCALL Trustee2 $0$0$0 $01
JIM MCGUIRE Trustee2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
BARRY ROSS Treasurer2 $0$0$0 $01
JENNY SANCHEZ Trustee2 $0$0$0 $02
TRACE SHERRILL Secretary2 $0$0$0 $01
HEATHER BURRAGE Trustee2 $0$0$0 $01
2019 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN CAREY Chairman2 $0$0$0 $01
HK HATCHER VICE CHAIRMAN2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
BRIAN CAMPBELL Trustee2 $0$0$0 $01
GEORGE CLARK Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
CHARLES MCCALL Trustee2 $0$0$0 $01
JIM MCGUIRE Trustee2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
BARRY ROSS Trustee2 $0$0$0 $01
JENNY SANCHEZ Trustee2 $0$0$0 $02
TRACE SHERRILL Trustee2 $0$0$0 $01
2018 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
HK HATCHER Vice Chairman2 $0$0$0 $01
BRIAN CAMBPELL Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
CHARLES MCCALL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
JOHN CAREY Chairman2 $0$0$0 $01
JIM MCGUIRE Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
JENNY SANCHEZ Trustee2 $0$0$0 $02
2017 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
HK HATCHER Vice Chairman2 $0$0$0 $01
BRIAN CAMBPELL Trustee2 $0$0$0 $01
SHARLA FROST Trustee2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
CHARLES MCCALL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
JOHN CAREY Chairman2 $0$0$0 $01
JIM MCGUIRE Trustee2 $0$0$0 $01
JARED JOHNSON Trustee2 $0$0$0 $01
BRETT MORTON Trustee2 $0$0$0 $01
JENNY SANCHEZ Trustee2 $0$0$0 $02
2016 · 8 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Chairman2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
MARTI PHILLIPS Trustee2 $0$0$0 $02
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
AMY FORD Secretary2 $0$0$0 $01
2015 · 8 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Chairman2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
MARTI PHILLIPS Trustee2 $0$0$0 $02
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
AMY FORD Secretary2 $0$0$0 $01
2014 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Chairman2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
BRIAN CAMPBELL Trustee2 $0$0$0 $01
MARTI PHILLIPS Trustee2 $0$0$0 $02
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
AMY FORD Secretary2 $0$0$0 $01
2013 · 9 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE CLARK Chairman2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
MIGNON CAUDLE Trustee2 $0$0$0 $01
MARTI PHILLIPS Trustee2 $0$0$0 $02
GARY BATTON Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
BARRY ROSS VICE CHAIRMAN2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
AMY FORD Secretary2 $0$0$0 $01
2012 · 12 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
AMY FORD Trustee2 $0$0$0 $01
MICK THOMPSON Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
BARRY ROSS Trustee2 $0$0$0 $01
HENRY SCOTT Trustee2 $0$0$0 $01
TRACE SHERRILL Trustee2 $0$0$0 $01
GARY BATTON Trustee2 $0$0$0 $01
MARTI PHILLIPS Trustee2 $0$0$0 $02
MIGNON CAUDLE Secretary2 $0$0$0 $01
STEVE BURRAGE Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
GEORGE CLARK Chairman2 $0$0$0 $01
2011 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
AMY FORD Trustee2 $0$0$0 $01
MICK THOMPSON Trustee2 $0$0$0 $01
GRADY HARTMAN Trustee2 $0$0$0 $01
DARRYL ROBERTS Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
BARRY ROSS Trustee2 $0$0$0 $01
HENRY SCOTT Trustee2 $0$0$0 $01
TOM CRISWELL VICE CHAIRMAN2 $0$0$0 $01
JIM WARD Trustee2 $0$0$0 $01
GEORGE CLARK Trustee2 $0$0$0 $01
MIGNON CAUDLE Secretary2 $0$0$0 $01
STEVE BURRAGE Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
RONALD ARNETT Chairman2 $0$0$0 $01
2010 · 14 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TOM CRISWELL VICE CHAIRMAN2 $0$0$0 $01
STEVE BURRAGE Trustee2 $0$0$0 $01
RONALD ARNETT Chairman2 $0$0$0 $01
MIGNON CAUDLE Secretary2 $0$0$0 $01
MICK THOMPSON Trustee2 $0$0$0 $01
JIM WARD Trustee2 $0$0$0 $01
JERRY BUCHANAN Trustee2 $0$0$0 $01
HENRY SCOTT Trustee2 $0$0$0 $01
HK HATCHER Trustee2 $0$0$0 $01
GRADY HARTMAN Trustee2 $0$0$0 $01
GEORGE CLARK Trustee2 $0$0$0 $01
DARRYL ROBERTS Trustee2 $0$0$0 $01
BARRY ROSS Trustee2 $0$0$0 $01
AMY FORD Trustee2 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

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 2025-06-30 · view filing · original 990 ↗
$5,879,706$3,938,057 $45,004,972$37,765,696 $2,377,470$1,634,229 $0050
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$4,407,777$3,443,825 $42,206,684$34,605,114 $1,339,133$1,627,666 $0050
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,429,687$2,949,054 $38,825,234$30,959,448 $795,942$1,109,486 $0050
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$3,597,142$2,766,879 $38,185,590$30,292,343 $999,214$934,803 $0050
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$5,666,827$5,262,955 $40,238,641$32,071,925 $1,093,273$1,337,895 $0050
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$5,023,055$3,310,314 $36,653,849$28,222,306 $2,213,653$1,383,706 $0050
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$5,122,933$3,518,372 $35,762,117$27,372,399 $2,639,505$1,411,445 $0050
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$4,685,838$3,560,732 $33,283,597$24,567,469 $1,980,796$1,315,753 $0050
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$3,985,307$3,239,469 $32,023,480$23,412,035 $1,116,927$1,328,893 $0050
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$3,879,352$2,700,097 $31,679,269$22,794,326 $1,208,355$1,261,632 $0050
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$3,949,807$2,614,300 $30,913,335$21,962,609 $1,294,703$1,229,502 $0050
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$2,996,612$2,361,006 $30,399,908$21,386,405 $471,949$1,184,996 $0050
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$3,993,442$2,194,723 $28,562,242$19,534,019 $1,200,897$1,150,372 $0050
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$4,288,316$2,104,421 $27,109,925$17,918,901 $2,154,489$1,175,449 $0050
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$3,552,410$2,263,322 $24,754,184$15,393,408 $1,702,572$997,453 $0050

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

23 grantors reported grants to this organization, $2,859,002 in all, tax years 2012 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SEMPLE FAMILY MUSEUM FOUNDATION Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2018-2020, 2023 18$2,115,628 2023$85,028
show
JEROME WESTHEIMER FAMILY FOUNDATION Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2014, 2025 2$271,000 2025$250,000
show
TEXOMA HEALTH FOUNDATION Public charity Exact 2012-2013, 2018, 2020-2024 9$222,652 2024$20,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2017, 2020 2$87,500 2020$31,500
show
COLUMBUS FOUNDATION DAF sponsor Exact 2017-2019 3$30,000 2019$12,500
show
JEWISH COMMUNITY FDN OF THE JEWISH FEDERATION COUNCIL OF GREATER LA DAF sponsor Exact 2018 1$25,000 2018$25,000
show
DELTA DENTAL OF OKLAHOMA FOUNDATION Public charity Exact 2019 1$24,000 2019$24,000
show
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2015 1$14,172 2015$14,172
show
RNR CROSS FAMILY FOUNDATION Private foundation Fuzzy filed as “Southeastern Foundation” 2018, 2023-2025 4$13,000 2025$8,000
show
FORGOOD INC DAF sponsor Exact 2021 1$11,000 2021$11,000
show
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor Exact 2024 1$10,000 2024$10,000
show
NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2018 1$10,000 2018$10,000
show
THE KERR FOUNDATION INC Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2012 1$8,000 2012$8,000
show
OKLAHOMA CITY COMMUNITY FOUNDATION INC DAF sponsor Exact 2020, 2024 2$6,500 2024$6,000
show
THE SAMUEL ROBERTS NOBLE FOUNDATION Private foundation Fuzzy filed as “Southeastern Foundation”, “SOUTHEASTERN FOUNDATION” 2018-2020 3$4,000 2020$1,000
show
HUGHES FOUNDATION Public charity Exact 2015-2016 2$2,000 2016$1,000
show
AILEEN FLANARY EDUCATIONAL FUND Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2020 1$1,000 2020$1,000
show
THE COMMUNITY FDN OF MIDDLE TN INC DAF sponsor Exact 2020 1$1,000 2020$1,000
show
VINEYARD FAMILY FOUNDATION 313-74D01 Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2013 1$1,000 2013$1,000
show
TEXAS INSTRUMENTS FOUNDATION Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2023-2024 2$850 2024$450
show
NOBLE RESEARCH INSTITUTE LLC Private foundation Fuzzy filed as “Southeastern Foundation” 2012, 2015 3$600 2015$500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2023 1$85 2023$85
show
THE DUKE ENERGY FOUNDATION Private foundation Fuzzy filed as “SOUTHEASTERN FOUNDATION” 2021 1$15 2021$15
show

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SKAGIT VALLEY COLLEGE FOUNDATION C-12 CAMPUS CENTER BUILDINGWAB11 $4,366,714$3,486,667 Executive Director$133,615 Same NTEE code B11, revenue within 2x, similar mission
CAPSTONE FOUNDATIONALB11 $6,192,005$5,901,451 FORMER CHAIRMAN$1,155,143 Same NTEE code B11, revenue within 2x
THE FOUNDATION FOR EDUCATION INCNCB11 $3,740,725$2,121,492 Treasurer$0 Same NTEE code B11, revenue within 2x
MIDLAND COLLEGE FOUNDATION INCTXB11 $10,803,197$12,881,727 DIRECTOR$0 Same NTEE code B11, revenue within 2x
HARTE RESEARCH SUPPORT FOUNDATIONTXB11 $5,103,612$4,750,240 TRUSTEE$0 Same NTEE code B11, revenue within 2x
DEMONS UNLIMITED FOUNDATIONLAB11 $4,267,708$4,012,438 BOARD PRESID$0 Same NTEE code B11, 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
OKLAHOMA STATE UNIVERSITY FOUNDATION DAF sponsor$48,997,3929 12016–2024 FOUNDATION FOR THE MCKNIGHT CENTER FOR THE PERFORMING ARTS
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$27,830,320358 662016–2024 RAVENSWOOD EDUCATION FOUNDATION; UW-WHITEWATER FOUNDATION INC; DAYTONA STATE COLLEGE FOUNDATION INC; WILLIAM & MARY LAW SCHOOL FOUNDATION and 62 more
THE CHICAGO COMMUNITY TRUST DAF sponsor$27,476,58323 82018–2024 COLLEGE OF THE DESERT FOUNDATION; BROOKE SCHOOL FOUNDATION; CHICAGO STATE FOUNDATION; UW-WHITEWATER FOUNDATION INC and 4 more
SILICON VALLEY COMMUNITY FOUNDATION funds this one DAF sponsor$23,588,20040 52010–2024 RAVENSWOOD EDUCATION FOUNDATION; CABRILLO COLLEGE FOUNDATION; BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION; CAL STATE EAST BAY EDUCATIONAL FOUNDATION and 1 more
THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC Private foundation$23,580,6626 22020–2024 GREATHEARTS FOUNDATION; ARKANSAS TECH UNIVERSITY FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$22,552,964307 632014–2024 RAVENSWOOD EDUCATION FOUNDATION; ARKANSAS TECH UNIVERSITY FOUNDATION; MARINE CORPS UNIVERSITY FOUNDATION INC; SEATTLE PUBLIC LIBRARY FOUNDATION and 59 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$20,068,370185 512019–2025 BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION; ASCTE FOUNDATION; SEATTLE PUBLIC LIBRARY FOUNDATION; IOWA LAW SCHOOL FOUNDATION and 47 more
JACKSON T STEPHENS CHARITABLE TRUST FOR ART Private foundation$15,000,0001 12013–2013 EPISCOPAL COLLEGIATE SCHOOL FOUNDATION
WAYNE & GLADYS VALLEY CHARITABLE FOUNDATION Private foundation$15,000,0003 12022–2024 CAL STATE EAST BAY EDUCATIONAL FOUNDATION
SCHARBAUER FOUNDATION INC Private foundation$8,614,00016 12017–2024 MIDLAND COLLEGE FOUNDATION INC
CHARTER FUND INC DAF sponsor$7,418,50017 32016–2024 GREATHEARTS FOUNDATION; BROOKE SCHOOL FOUNDATION; ALMA DEL MAR FOUNDATION INC
ABELL-HANGER FOUNDATION Private foundation$6,418,05443 12017–2024 MIDLAND COLLEGE FOUNDATION INC
RICHARD DESICH FOUNDATION Private foundation$5,550,00017 12013–2021 LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$5,348,63595 322014–2024 RAVENSWOOD EDUCATION FOUNDATION; SEATTLE PUBLIC LIBRARY FOUNDATION; SANTA MARGARITA EAGLE FOUNDATION; BROOKE SCHOOL FOUNDATION and 28 more
THE SEATTLE FOUNDATION DAF sponsor$5,156,362293 32010–2024 SKAGIT VALLEY COLLEGE FOUNDATION C-12 CAMPUS CENTER BUILDING; SEATTLE PUBLIC LIBRARY FOUNDATION; GREEN RIVER COLLEGE 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 990 · $3,938,057 spent · pay $0 · grants $0 · events $83,031
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $1,010,006$842,443-$167,563 25.6%
Other (as described)SCHOLARSHIPS $944,696$944,696-- 24.0%
Other (as described)UNALLOCATED PAYMENTS TO AFFILI $672,512$672,512-- 17.1%
Interest $318,095$318,095-- 8.1%
All other expenses $307,311-$272,329$34,982 7.8%
Depreciation and depletion $246,482$246,482-- 6.3%
Other (as described)MISCELLANEOUS $137,340$79,918$55,369$2,053 3.5%
Other (as described)LABOR AND MATERIALS $116,523--$116,523 3.0%
Insurance $92,145$83,851$8,294- 2.3%
Payments to affiliates $43,250$43,250-- 1.1%
Travel $33,346-$33,346- 0.8%
Fees: other services $16,351$4,088$12,263- 0.4%
Fundraising events Eventdirect expenses; gross income $202,090$83,031reported apart
Total$3,938,057100%

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2023 · Form 990 · $3,443,825 spent · pay $0 · grants $0 · events $60,248
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $1,142,160$1,142,160-- 33.2%
Fees: management $775,123$622,012-$153,111 22.5%
Other (as described)UNIVERSITY ASSISTANCE $393,993$393,993-- 11.4%
Interest $339,518$339,518-- 9.9%
All other expenses $262,195-$234,941$27,254 7.6%
Depreciation and depletion $241,642$241,642-- 7.0%
Other (as described)COMPUTER SERVICES $85,754-$85,754- 2.5%
Insurance $85,028$71,506$13,522- 2.5%
Other (as described)LABOR $76,896--$76,896 2.2%
Travel $26,492-$26,492- 0.8%
Fees: other services $15,024$3,756$11,268- 0.4%
Fundraising events Eventdirect expenses; gross income $239,585$60,248reported apart
Total$3,443,825100%

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2022 · Form 990 · $2,949,054 spent · pay $0 · grants $0 · events $46,039
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $900,565$900,565-- 30.5%
Fees: management $725,918$582,158-$143,760 24.6%
Interest $358,106$358,106-- 12.1%
Other (as described)UNIVERSITY ASSISTANCE $294,570$294,570-- 10.0%
Depreciation and depletion $241,255$241,255-- 8.2%
All other expenses $176,410-$145,833$30,577 6.0%
Other (as described)MISCELLANEOUS $81,806-$79,325$2,481 2.8%
Insurance $79,961$66,281$13,680- 2.7%
Other (as described)LABOR $75,518--$75,518 2.6%
Fees: accounting $14,945-$14,945- 0.5%
Fundraising events Eventdirect expenses; gross income $147,675$46,039reported apart
Total$2,949,054100%

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2021 · Form 990 · $2,766,879 spent · pay $0 · grants $0 · events $46,438
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $689,298$539,645-$149,653 24.9%
Other (as described)SCHOLARSHIPS $682,964$682,964-- 24.7%
Interest $376,748$376,748-- 13.6%
Other (as described)UNIVERSITY ASSISTANCE $285,881$285,881-- 10.3%
Depreciation and depletion $234,425$234,425-- 8.5%
All other expenses $133,897-$122,553$11,344 4.8%
Fees: investment management $129,335-$129,335- 4.7%
Other (as described)OTHER $79,628$6,810$70,943$1,875 2.9%
Insurance $70,745$57,565$13,180- 2.6%
Other (as described)LABOR $69,166--$69,166 2.5%
Fees: accounting $14,792-$14,792- 0.5%
Fundraising events Eventdirect expenses; gross income $151,083$46,438reported apart
Total$2,766,879100%

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2020 · Form 990 · $5,262,955 spent · pay $0 · grants $0 · events $14,492
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNIVERSITY ASSISTANCE $2,804,974$2,804,974-- 53.3%
Fees: management $773,009$642,727-$130,282 14.7%
Other (as described)SCHOLARSHIPS $689,606$689,606-- 13.1%
Interest $394,943$394,943-- 7.5%
Depreciation and depletion $224,021$223,326$695- 4.3%
Fees: investment management $111,384-$111,384- 2.1%
Other (as described)OTHER $74,023$9,550$62,748$1,725 1.4%
All other expenses $68,796-$31,533$37,263 1.3%
Insurance $58,363$44,867$13,496- 1.1%
Other (as described)COMPUTER SERVICES $49,521-$49,521- 0.9%
Fees: accounting $14,315$3,300$11,015- 0.3%
Fundraising events Eventdirect expenses; gross income $46,730$14,492reported apart
Total$5,262,955100%

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2019 · Form 990 · $3,310,314 spent · pay $0 · grants $0 · events $27,270
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $976,522$857,060-$119,462 29.5%
Other (as described)SCHOLARSHIPS $777,509$777,509-- 23.5%
Other (as described)UNIVERSITY ASSISTANCE $485,774$485,774-- 14.7%
Interest $412,652$412,652-- 12.5%
Depreciation and depletion $231,597$222,333$9,264- 7.0%
All other expenses $114,272$144$95,753$18,375 3.5%
Fees: investment management $111,293-$111,293- 3.4%
Other (as described)LABOR $83,255--$83,255 2.5%
Insurance $56,304$42,192$14,112- 1.7%
Other (as described)COMPUTER SERVICES $47,411-$47,411- 1.4%
Fees: accounting $13,725$3,431$10,294- 0.4%
Fundraising events Eventdirect expenses; gross income $100,824$27,270reported apart
Total$3,310,314100%

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2018 · Form 990 · $3,518,372 spent · pay $0 · grants $0 · events $40,827
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNIVERSITY ASSISTANCE $975,980$975,980-- 27.7%
Fees: management $685,742$625,714-$60,028 19.5%
Other (as described)SCHOLARSHIPS $651,403$651,403-- 18.5%
Interest $423,517$423,517-- 12.0%
Depreciation and depletion $237,592$222,333$15,259- 6.8%
Other (as described)LABOR $217,078-$113,125$103,953 6.2%
All other expenses $138,360$9,096$101,526$27,738 3.9%
Fees: investment management $106,930-$106,930- 3.0%
Other (as described)MEALS AND ENTERTAINMENT $41,624-$26,824$14,800 1.2%
Insurance $26,699$10,681$16,018- 0.8%
Fees: accounting $13,447$3,362$10,085- 0.4%
Fundraising events Eventdirect expenses; gross income $118,917$40,827reported apart
Total$3,518,372100%

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2017 · Form 990 · $3,560,732 spent · pay $0 · grants $0 · events $74,220
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNIVERSITY ASSISTANCE $883,406$883,406-- 24.8%
Other (as described)SCHOLARSHIPS $855,993$855,993-- 24.0%
Fees: management $613,803$552,283-$61,520 17.2%
Interest $440,437$440,437-- 12.4%
Depreciation and depletion $237,592$222,333$15,259- 6.7%
All other expenses $186,143-$135,441$50,702 5.2%
Other (as described)LABOR $142,407-$67,766$74,641 4.0%
Fees: investment management $99,901-$99,901- 2.8%
Insurance $43,542$39,438$4,104- 1.2%
Other (as described)OTHER $42,358$15,425$25,246$1,687 1.2%
Fees: accounting $15,150$2,581$12,569- 0.4%
Fundraising events Eventdirect expenses; gross income $167,310$74,220reported apart
Total$3,560,732100%

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2016 · Form 990 · $3,239,469 spent · pay $0 · grants $0 · events $109,048
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $724,994$724,994-- 22.4%
Fees: management $721,563$660,525-$61,038 22.3%
Other (as described)UNIVERSITY ASSISTANCE $696,305$696,305-- 21.5%
Interest $454,292$454,292-- 14.0%
Depreciation and depletion $237,592$222,333$15,259- 7.3%
Other (as described)LABOR $119,843-$23,133$96,710 3.7%
Fees: investment management $92,459-$92,459- 2.9%
All other expenses $86,026-$72,185$13,841 2.7%
Insurance $46,739$41,089$5,650- 1.4%
Other (as described)MEALS AND ENTERTAINMENT $46,473-$35,618$10,855 1.4%
Fees: accounting $13,183$3,296$9,887- 0.4%
Fundraising events Eventdirect expenses; gross income $121,097$109,048reported apart
Total$3,239,469100%

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2015 · Form 990 · $2,700,097 spent · pay $0 · grants $0 · events $127,682
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $686,712$686,712-- 25.4%
Other (as described)UNIVERSITY ASSISTANCE $482,858$482,858-- 17.9%
Interest $468,618$468,618-- 17.4%
Fees: management $459,796$398,358-$61,438 17.0%
Depreciation and depletion $237,592$222,333$15,259- 8.8%
Fees: investment management $84,951-$84,951- 3.1%
Other (as described)LABOR $75,541-$13,208$62,333 2.8%
All other expenses $58,827-$48,373$10,454 2.2%
Insurance $47,909$40,466$7,443- 1.8%
Advertising and promotion $29,218-$5,014$24,204 1.1%
Other (as described)GIFTS, PRIZES FLOWERS $27,837-$25,755$2,082 1.0%
Travel or entertainment for public officials $25,475-$25,475- 0.9%
Fees: accounting $14,763$3,312$11,451- 0.5%
Fundraising events Eventdirect expenses; gross income $195,175$127,682reported apart
Total$2,700,097100%

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2014 · Form 990 · $2,614,300 spent · pay $0 · grants $0 · events $65,553
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $623,570$623,570-- 23.9%
Other (as described)UNIVERSITY ASSISTANCE $484,109$484,109-- 18.5%
Interest $479,676$479,676-- 18.3%
Fees: management $444,555$385,399-$59,156 17.0%
Depreciation and depletion $235,508$222,333$13,175- 9.0%
Fees: investment management $84,187-$84,187- 3.2%
All other expenses $79,046-$61,988$17,058 3.0%
Insurance $45,515$39,311$6,204- 1.7%
Advertising and promotion $34,479-$14,139$20,340 1.3%
Other (as described)BARGAIN PURCHASE PRICE $32,583-$32,583- 1.2%
Other (as described)GIFTS, PRIZES FLOWERS $30,611-$30,383$228 1.2%
Travel or entertainment for public officials $23,813-$23,813- 0.9%
Fees: accounting $16,648$3,259$13,389- 0.6%
Fundraising events Eventdirect expenses; gross income $199,660$65,553reported apart
Total$2,614,300100%

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2013 · Form 990 · $2,361,006 spent · pay $0 · grants $0 · events $49,294
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SCHOLARSHIPS $494,339$494,339-- 20.9%
Interest $491,408$491,408-- 20.8%
Fees: management $401,265$340,860-$60,405 17.0%
Other (as described)UNIVERSITY ASSISTANCE $387,681$387,681-- 16.4%
Depreciation and depletion $234,814$222,333$12,481- 9.9%
All other expenses $96,379$2,878$77,184$16,317 4.1%
Fees: investment management $73,630-$73,630- 3.1%
Other (as described)REFUND OF CONTRIBUTIONS $48,772--$48,772 2.1%
Insurance $43,483$36,935$6,548- 1.8%
Other (as described)LABOR AND MATERIALS $25,860-$23,360$2,500 1.1%
Advertising and promotion $24,150-$5,957$18,193 1.0%
Travel or entertainment for public officials $21,429-$21,429- 0.9%
Fees: accounting $17,796$4,427$13,369- 0.8%
Fundraising events Eventdirect expenses; gross income $137,784$49,294reported apart
Total$2,361,006100%

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2012 · Form 990 · $2,194,723 spent · pay $0 · grants $0 · events $76,666
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNIVERSITY ASSISTANCE $605,290$605,290-- 27.6%
Interest $502,391$502,391-- 22.9%
Fees: management $396,673$334,875-$61,798 18.1%
Other (as described)SCHOLARSHIPS $288,346$288,346-- 13.1%
Depreciation and depletion $234,814$222,333$12,481- 10.7%
Insurance $41,547$36,480$5,067- 1.9%
Fees: investment management $33,946-$33,946- 1.5%
All other expenses $29,953-$22,559$7,394 1.4%
Other (as described)OTHER $21,755-$21,755- 1.0%
Advertising and promotion $18,444-$5,477$12,967 0.8%
Fees: accounting $11,979$2,565$9,414- 0.5%
Other (as described)TAXES $9,585--$9,585 0.4%
Fundraising events Eventdirect expenses; gross income -$76,666reported apart
Total$2,194,723100%

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2011 · Form 990 · $2,104,421 spent · pay $0 · grants $0 · events $89,915
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNIVERSITY ASSISTANCE $548,016$548,016-- 26.0%
Interest $514,171$514,171-- 24.4%
Fees: management $372,314$311,969-$60,345 17.7%
Other (as described)SCHOLARSHIPS $282,002$282,002-- 13.4%
Depreciation and depletion $234,814$222,333$12,481- 11.2%
Fees: investment management $42,554-$42,554- 2.0%
Insurance $39,193$33,625$5,568- 1.9%
All other expenses $18,568-$4,497$14,071 0.9%
Other (as described)OTHER $14,201-$14,201- 0.7%
Other (as described)SUPPLIES $12,821-$12,020$801 0.6%
Fees: other services $11,617$2,839$8,778- 0.6%
Other (as described)Postage and Shipping $8,186-$7,217$969 0.4%
Advertising and promotion $5,964-$2,564$3,400 0.3%
Fundraising events Eventdirect expenses; gross income -$89,915reported apart
Total$2,104,421100%

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2010 · Form 990 · $2,263,322 spent · pay $0 · grants $0 · events $157,662
LineAs describedTotalProgramManagementFundraisingShare
Interest $522,585$522,585-- 23.1%
Other (as described)UNIVERSITY ASSISTANCE $520,306$520,306-- 23.0%
Fees: management $320,639$281,444-$39,195 14.2%
Other (as described)SCHOLARSHIPS $313,196$313,196-- 13.8%
Depreciation and depletion $267,847$255,366$12,481- 11.8%
Other (as described) EventEVENT EXPENSES $157,662--$157,662 7.0%
All other expenses $49,787-$22,199$27,588 2.2%
Insurance $38,846$31,351$7,495- 1.7%
Fees: investment management $27,735-$27,735- 1.2%
Other (as described)SUPPLIES $11,961-$8,888$3,073 0.5%
Other (as described)ALLOWANCE FOR BAD DEBT $11,506$11,506-- 0.5%
Advertising and promotion $10,659-$6,610$4,049 0.5%
Fees: other services $10,593$2,648$7,945- 0.5%
Total$2,263,322100%

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