PHILIP E AND CAROLE R RATCLIFFE FOUNDATION INC
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Cite this
Plain text PHILIP E AND CAROLE R RATCLIFFE FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/philip-e-and-carole-r-ratcliffe-foundation-inc-820568453. Retrieved 2026-11-07.
APA furp.org. (n.d.). PHILIP E AND CAROLE R RATCLIFFE FOUNDATION INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 7, 2026, from https://furp.org/org/philip-e-and-carole-r-ratcliffe-foundation-inc-820568453
MLA “PHILIP E AND CAROLE R RATCLIFFE FOUNDATION INC.” furp.org, tax years 2010–2024, https://furp.org/org/philip-e-and-carole-r-ratcliffe-foundation-inc-820568453. Accessed 7 Nov. 2026.
Retrieved 2026-11-07; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990PF · revenue $5.0M · expenses $11.9M · assets $62.5M
- Also known as
- FOUNDATION INC
- EIN
- 82-0568453
- Address
- 275 WEST ST STE 109, ANNAPOLIS, MD 21401-3468
- Website
- WWW.RATCLIFFEFOUNDATION.COM
- NTEE code
- T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 2003 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
5 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 |
|---|---|---|---|---|---|
| Carlene M Cassidy | CHIEF EXEC O | 2019-2024 | $220,190 | $1,065,573 | 1 |
| James D Wright | PRESIDENT | 2010-2024 | $75,000 | $639,220 | 1 |
| Tina Davenport | TRUSTEE | 2018-2024 | $60,000 | $375,000 | 1 |
| Stephan R Abel (former) | PROGRAM DIR. | 2020 | $214,906 | $214,906 | 1 |
| Brian Ellis (former) | GRANT ADMINISTRATOR | 2018 | $100,000 | $100,000 | 1 |
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James A Clauson | TRUSTEE | 2018-2024 | 1 | $0 reported | 1 |
| Carole R Ratcliffe Dod 111018 (former) | PRESIDENT/SECRETARY | 2018 | 1 | $0 reported | 1 |
| Carole R Ratcliffe (former) | PRESIDENT/SECRETARY | 2010-2017 | 1 | $0 reported | 1 |
People by year
2024 · 4 people listed · 3 paid, $355K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARLENE M CASSIDY | CHIEF EXEC O | 40 | $195,020 | - | $25,170 | $220,190 | 1 |
| JAMES D WRIGHT | PRESIDENT | 5 | $75,000 | - | $0 | $75,000 | 1 |
| TINA DAVENPORT | TRUSTEE | 5 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 4 people listed · 3 paid, $345K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARLENE M CASSIDY | CHIEF EXEC O | 40 | $185,873 | - | $24,250 | $210,123 | 1 |
| JAMES D WRIGHT | PRESIDENT | 5 | $75,000 | - | $0 | $75,000 | 1 |
| TINA DAVENPORT | TRUSTEE | 5 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 4 people listed · 3 paid, $344K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARLENE M CASSIDY | CHIEF EXEC O | 40 | $185,565 | - | $23,157 | $208,722 | 1 |
| JAMES D WRIGHT | PRESIDENT | 5 | $75,000 | - | $0 | $75,000 | 1 |
| TINA DAVENPORT | TRUSTEE | 5 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 4 people listed · 3 paid, $320K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CARLENE M CASSIDY | CHIEF EXEC O | 40 | $163,269 | - | $21,708 | $184,977 | 1 |
| JAMES D WRIGHT | PRESIDENT | 5 | $75,000 | - | $0 | $75,000 | 1 |
| TINA DAVENPORT | TRUSTEE | 5 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 5 people listed · 4 paid, $521K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHAN R ABEL | PROGRAM DIR. | 40 | $175,000 | - | $39,906 | $214,906 | 1 |
| CARLENE M CASSIDY | CHIEF EXEC. | 40 | $150,000 | - | $20,888 | $170,888 | 1 |
| JAMES D WRIGHT | PRESIDENT | 10 | $75,000 | - | $0 | $75,000 | 1 |
| TINA DAVENPORT | TRUSTEE | 20 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2019 · 4 people listed · 3 paid, $206K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES D WRIGHT | PRESIDENT | 1 | $75,000 | - | $0 | $75,000 | 1 |
| CARLENE M CASSIDY | CHIEF EXECUTIVE OFFI | 40 | $70,673 | - | $0 | $70,673 | 1 |
| TINA DAVENPORT | TRUSTEE | 20 | $60,000 | - | $0 | $60,000 | 1 |
| JAMES A CLAUSON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2018 · 5 people listed · 3 paid, $171K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN ELLIS | GRANT ADMINISTRATOR | 40 | $100,000 | - | $0 | $100,000 | 1 |
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $56,250 | - | $0 | $56,250 | 1 |
| TINA DAVENPORT | TRUSTEE | 20 | $15,000 | - | $0 | $15,000 | 1 |
| CAROLE R RATCLIFFE DOD 111018 | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JAMES A CLAUSON | TRUSTEE | 2 | $0 | - | $0 | $0 | 1 |
2017 · 2 people listed · 1 paid, $94K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $93,750 | - | $0 | $93,750 | 1 |
| CAROLE R RATCLIFFE | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
2016 · 2 people listed · 1 paid, $39K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $37,500 | - | $1,720 | $39,220 | 1 |
| CAROLE R RATCLIFFE | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
2013 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROLE R RATCLIFFE | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2012 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROLE R RATCLIFFE | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2010 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROLE R RATCLIFFE | PRESIDENT/SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| JAMES D WRIGHT | VICE PRESIDENT/TREASURER | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $223K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT SVCS | $137,694 |
| MERRILL LYNCH | NEW YORK, NY | INVESTMENT SVCS | $85,153 |
2023 · 3 contractors · $269K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT SVCS | $116,289 |
| MERRILL LYNCH | NEW YORK, NY | INVESTMENT SVCS | $88,890 |
| GOLDMAN SACS | NEW YORK, NY | INVESTMENT SVCS | $63,991 |
2022 · 3 contractors · $301K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT SVCS | $117,038 |
| MERRILL LYNCH | NEW YORK, NY | INVESTMENT SVCS | $108,752 |
| GOLDMAN SACS | NEW YORK, NY | INVESTMENT SVCS | $75,319 |
2021 · 3 contractors · $359K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT SVCS | $130,661 |
| MERRILL LYNCH | NEW YORK, NY | INVESTMENT SVCS | $130,182 |
| GOLDMAN SACS | NEW YORK, NY | INVESTMENT SVCS | $98,640 |
2020 · 3 contractors · $399K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT SVCS | $173,917 |
| MERRILL LYNCH | NEW YORK, NY | INVESTMENT SVCS | $127,895 |
| GOLDMAN SACS | NEW YORK, NY | INVESTMENT SVCS | $97,388 |
2019 · 1 contractor · $99K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT SERVICES | $99,392 |
2018 · 1 contractor · $65K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT SERVICES | $65,260 |
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 · 24 grants to organizations · $8.7M
Listed grants add up to $8,710,642; the return's “grants paid” expense line says $9,394,092. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 21 grants to organizations · $8.0M
Listed grants add up to $7,970,567; the return's “grants paid” expense line says $4,385,491. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 28 grants to organizations · $7.3M
Listed grants add up to $7,334,240; the return's “grants paid” expense line says $5,640,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 27 grants to organizations · $7.0M
Listed grants add up to $7,021,324; the return's “grants paid” expense line says $4,757,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 23 grants to organizations · $6.3M
Listed grants add up to $6,333,399; the return's “grants paid” expense line says $17,963,011. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 12 grants to organizations · $3.8M
2018 · 11 grants to organizations · $2.4M
Listed grants add up to $2,388,637; the return's “grants paid” expense line says $4,457,574. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 11 grants to organizations · $2.2M
Listed grants add up to $2,158,132; the return's “grants paid” expense line says $2,712,132. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 10 grants to organizations · $1.9M
2013 · 8 grants to organizations · $1.4M
2012 · 6 grants to organizations · $975K
2010 · 4 grants to organizations · $160K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2020 · 1 contributor · $40K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | PHILIP E RATCLIFFE MARITAL TRUST | Person | BALTIMORE, MD | $39,960 | - | Form 990PF Sch. B, 2020 · filing |
2019 · 5 contributors · $69.7M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | PHILIP E RATCLIFFE MARITAL TRUST | Organization or other | BALTIMORE, MD | $34,411,737 | $34,411,737 | Form 990PF Sch. B, 2019 · filing |
| 4 | PHILIP E RATCLIFFE MARITAL TRUST | Organization or other | BALTIMORE, MD | $27,224,718 | $27,224,718 | Form 990PF Sch. B, 2019 · filing |
| 5 | PHILIP E RATCLIFFE MARITAL TRUST | Organization or other | BALTIMORE, MD | $6,552,656 | $6,552,656 | Form 990PF Sch. B, 2019 · filing |
| 3 | PHILIP E RATCLIFFE MARITAL TRUST | Organization or other | BALTIMORE, MD | $1,392,229 | - | Form 990PF Sch. B, 2019 · filing |
| 1 | PHILIP E RATCLIFFE MARITAL TRUST | Organization or other | BALTIMORE, MD | $138,534 | $138,534 | Form 990PF Sch. B, 2019 · filing |
2013 · 1 contributor · $39K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ESTATE OF PHILIP E RATCLIFFE | Person | $38,650 | - | Form 990PF Sch. B, 2013 · filing |
2012 · 1 contributor · $343K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ESTATE OF PHILIP E RATCLIFFE | Person | BALTIMORE, MD | $342,824 | - | Form 990PF Sch. B, 2012 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $4,995,073 | $11,920,061 | $62,529,008 | $53,062,027 | - | - | $135,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $3,130,105 | $5,311,042 | $68,749,103 | $59,974,183 | - | - | $135,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $3,130,105 | $5,311,042 | $68,749,103 | $59,974,183 | - | - | $135,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,891,599 | $6,538,165 | $74,551,910 | $62,193,227 | - | - | $135,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,884,516 | $5,796,743 | $79,857,848 | $65,805,553 | - | - | $135,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,732,443 | $5,777,032 | $79,583,237 | $65,530,942 | - | - | $135,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $4,957,776 | $19,254,539 | $89,258,261 | $72,923,651 | $39,960 | - | $135,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $4,854,757 | $19,225,614 | $89,094,539 | $72,759,928 | $39,960 | - | $135,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $73,433,817 | $4,802,486 | $93,915,402 | $89,230,827 | $69,719,874 | - | $135,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $1,766,017 | $4,821,100 | $28,816,771 | $23,001,605 | - | - | $71,250 | - | - |
| 2017 · Form 990PF | ||||||||
| $1,723,364 | $3,081,148 | $29,233,308 | $25,684,137 | - | - | $93,750 | - | - |
| 2016 · Form 990PF | ||||||||
| $618,555 | $2,188,215 | $29,441,921 | $27,041,921 | - | - | $37,500 | - | - |
| 2013 · Form 990PF | ||||||||
| $670,985 | $1,601,795 | $26,568,988 | $26,568,988 | $38,650 | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $1,394,507 | $1,112,659 | $27,499,798 | $27,499,798 | - | - | $0 | - | - |
| 2010 · Form 990PF | ||||||||
| $11,657 | $160,515 | $550,008 | $550,008 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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|---|---|---|---|---|---|---|---|
| AARON STRAUS AND LILLIE STRAUS FOUNDATION INC | MD | T22 | $7,279,898 | $5,130,458 | PRESIDENT/TREASURER | $521,169 | Same NTEE code T22, revenue within 2x, same state |
| OSPREY FOUNDATION INC | MD | T22 | $3,817,103 | $7,927,284 | MANAGING DIRECTOR | $390,371 | Same NTEE code T22, revenue within 2x, same state |
| FIRETHORN FOUNDATION INC | MD | T22 | $4,965,554 | $1,033,502 | CHAIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| SCHULMAN FOUNDATION INC | MD | T22 | $7,434,192 | $575,840 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| AUSHERMAN FAMILY FOUNDATION INC | MD | T22 | $4,737,842 | $2,036,473 | EXECUTIVE DIRECTOR | $178,048 | Same NTEE code T22, revenue within 2x, same state |
| DE BEAUMONT FOUNDATION INC | MD | T22 | $6,688,389 | $10,771,355 | PRESIDENT & CEO | $489,681 | Same NTEE code T22, revenue within 2x, same state |
| KEVIN D ENG & UN HAE SONG FOUNDATION INC | MD | T22 | $4,137,896 | $868,432 | BOARD OF DIRECTOR, PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| AUFRICHTIG FOUNDATION | MD | T22 | $3,837,406 | $186,576 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| BLANKET FORT FOUNDATION | MD | T22 | $7,056,695 | $2,394,584 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| SHERMAN FAMILY FOUNDATION | MD | T22 | $6,023,024 | $20,227,246 | EXECUTIVE DIRECTOR | $240,000 | Same NTEE code T22, revenue within 2x, same state |
| STROMBERG FAMILY FOUNDATION | MD | T22 | $3,605,508 | $1,025,580 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| TZEDAKAH FUND | MD | T22 | $5,878,599 | $568,956 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| RESIDUAL TUW CATHERINE IOLA MICHAEL | MD | T22 | $4,159,659 | $1,729,247 | TRUSTEE | $34,161 | Same NTEE code T22, revenue within 2x, same state |
| CAROL ANN AND RALPH V HAILE JR FOUNDATION | KY | T22 | $4,760,971 | $15,273,929 | PRESIDENT AND CEO | $642,794 | Same NTEE code T22, revenue within 2x |
| CAROL AND ARNOLD WOLOWITZ FAMILY FOUNDATION INC | NY | T22 | $5,804,474 | $290,772 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x |
| J R ALBERT FOUNDATION INC | IL | T22 | $3,542,809 | $2,089,745 | CEO | $174,086 | Same NTEE code T22, revenue within 2x |
| CARL M FREEMAN FOUNDATION INC | DE | T22 | $6,510,449 | $6,400,740 | EXECUTIVE DIRECTOR | $151,551 | Same NTEE code T22, revenue within 2x |
| RUSSO FOUNDATION INC | CT | T22 | $4,403,503 | $553,254 | Member of Nonstock Corporation | $0 | Same NTEE code T22, revenue within 2x |
| CLACK FOUNDATION INC | WI | T22 | $5,877,245 | $1,478,678 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x |
| ELSA AND PETER SODERBERG CHARITABLE FOUNDATION INC | FL | T22 | $4,350,804 | $4,658,168 | EXECUTIVE DIRECTOR | $80,478 | Same NTEE code T22, revenue within 2x |
| ANNIE AND MARK BATES FOUNDATION INC | FL | T22 | $3,974,152 | $313,500 | PRES | $5,000 | Same NTEE code T22, revenue within 2x |
| ROCKLAND TRUST FOUNDATION INC | MA | T22 | $4,116,983 | $3,409,662 | DIRECTOR | $1,500 | Same NTEE code T22, revenue within 2x |
| HARVEY R HOUCK JR AND PATRICIA W HOUCK FOUNDATION INC | TX | T22 | $6,238,192 | $2,293,950 | Pres/Asst Sec | $0 | Same NTEE code T22, revenue within 2x |
| RALPH AND RICKY LAUREN FAMILY FOUNDATION INC | NY | T22 | $3,983,147 | $3,307,422 | PRES., DIR. | $0 | Same NTEE code T22, revenue within 2x |
| L R BAUMAN FOUNDATION INC | NJ | T22 | $3,513,995 | $1,302,730 | VICE PRESIDENT AND CFO | $282,375 | Same NTEE code T22, 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 990PF · $11,920,061 spent · pay $403,838 · grants $9,394,092 · events $27,439
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $9,394,092 | 78.8% | |
| Other expenses | $1,636,932 | 13.7% | |
| Fees: other professional | $321,796 | 2.7% | |
| Other salaries and wages | $226,020 | 1.9% | |
| Pay: officers, directors, trustees | $135,000 | 1.1% | |
| Taxes | $65,689 | 0.6% | |
| Pension plans and employee benefits | $42,818 | 0.4% | |
| Fees: accounting | $37,250 | 0.3% | |
| Occupancy | $31,485 | 0.3% | |
| Travel, conferences and meetings | $27,439 | 0.2% | |
| Depreciation and depletion | $1,409 | 0.0% | |
| Interest | $131 | 0.0% | |
| Total | $11,920,061 | 100% |
2023 · Form 990PF · $5,311,042 spent · pay $389,699 · grants $4,385,491 · events $21,979
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,385,491 | 82.6% | |
| Fees: other professional | $309,000 | 5.8% | |
| Other salaries and wages | $213,273 | 4.0% | |
| Pay: officers, directors, trustees | $135,000 | 2.5% | |
| Other expenses | $68,242 | 1.3% | |
| Taxes | $60,852 | 1.1% | |
| Fees: accounting | $41,759 | 0.8% | |
| Pension plans and employee benefits | $41,426 | 0.8% | |
| Occupancy | $29,911 | 0.6% | |
| Travel, conferences and meetings | $21,979 | 0.4% | |
| Fees: legal | $2,700 | 0.1% | |
| Depreciation and depletion | $1,409 | 0.0% | |
| Total | $5,311,042 | 100% |
2022 · Form 990PF · $6,538,165 spent · pay $394,536 · grants $5,640,000 · events $11,334
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,640,000 | 86.3% | |
| Fees: other professional | $319,236 | 4.9% | |
| Other salaries and wages | $216,798 | 3.3% | |
| Pay: officers, directors, trustees | $135,000 | 2.1% | |
| Other expenses | $93,895 | 1.4% | |
| Pension plans and employee benefits | $42,738 | 0.7% | |
| Fees: accounting | $40,333 | 0.6% | |
| Occupancy | $29,043 | 0.4% | |
| Travel, conferences and meetings | $11,334 | 0.2% | |
| Taxes | $7,401 | 0.1% | |
| Depreciation and depletion | $1,408 | 0.0% | |
| Interest | $559 | 0.0% | |
| Fees: legal | $420 | 0.0% | |
| Total | $6,538,165 | 100% |
2021 · Form 990PF · $5,796,743 spent · pay $371,019 · grants $4,757,000 · events $10,220
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,757,000 | 82.1% | |
| Fees: other professional | $420,742 | 7.3% | |
| Other salaries and wages | $194,251 | 3.4% | |
| Pay: officers, directors, trustees | $135,000 | 2.3% | |
| Fees: accounting | $78,945 | 1.4% | |
| Other expenses | $65,215 | 1.1% | |
| Taxes | $60,875 | 1.1% | |
| Pension plans and employee benefits | $41,768 | 0.7% | |
| Occupancy | $28,029 | 0.5% | |
| Travel, conferences and meetings | $10,220 | 0.2% | |
| Fees: legal | $3,712 | 0.1% | |
| Depreciation and depletion | $986 | 0.0% | |
| Total | $5,796,743 | 100% |
2020 · Form 990PF · $19,254,539 spent · pay $579,307 · grants $17,963,011 · events $7,358
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $17,963,011 | 93.3% | |
| Fees: other professional | $432,340 | 2.2% | |
| Other salaries and wages | $411,794 | 2.1% | |
| Other expenses | $141,871 | 0.7% | |
| Pay: officers, directors, trustees | $135,000 | 0.7% | |
| Fees: accounting | $51,558 | 0.3% | |
| Pension plans and employee benefits | $32,513 | 0.2% | |
| Occupancy | $30,216 | 0.2% | |
| Fees: legal | $28,015 | 0.1% | |
| Taxes | $20,370 | 0.1% | |
| Travel, conferences and meetings | $7,358 | 0.0% | |
| Depreciation and depletion | $493 | 0.0% | |
| Total | $19,254,539 | 100% |
2019 · Form 990PF · $4,802,486 spent · pay $568,049 · grants $3,798,496 · events $3,129
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,798,496 | 79.1% | |
| Other salaries and wages | $433,049 | 9.0% | |
| Fees: other professional | $268,467 | 5.6% | |
| Pay: officers, directors, trustees | $135,000 | 2.8% | |
| Taxes | $64,187 | 1.3% | |
| Other expenses | $47,951 | 1.0% | |
| Fees: legal | $43,204 | 0.9% | |
| Occupancy | $9,003 | 0.2% | |
| Travel, conferences and meetings | $3,129 | 0.1% | |
| Total | $4,802,486 | 100% |
2018 · Form 990PF · $4,821,100 spent · pay $171,250 · grants $4,457,574 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,457,574 | 92.5% | |
| Fees: other professional | $127,191 | 2.6% | |
| Other salaries and wages | $100,000 | 2.1% | |
| Pay: officers, directors, trustees | $71,250 | 1.5% | |
| Taxes | $24,668 | 0.5% | |
| Other expenses | $24,378 | 0.5% | |
| Fees: accounting | $8,851 | 0.2% | |
| Fees: legal | $7,188 | 0.1% | |
| Total | $4,821,100 | 100% |
2017 · Form 990PF · $3,081,148 spent · pay $202,282 · grants $2,712,132 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,712,132 | 88.0% | |
| Fees: other professional | $119,387 | 3.9% | |
| Other salaries and wages | $108,532 | 3.5% | |
| Pay: officers, directors, trustees | $93,750 | 3.0% | |
| Other expenses | $28,359 | 0.9% | |
| Fees: accounting | $8,001 | 0.3% | |
| Fees: legal | $7,402 | 0.2% | |
| Taxes | $3,585 | 0.1% | |
| Total | $3,081,148 | 100% |
2016 · Form 990PF · $2,188,215 spent · pay $100,306 · grants $1,898,555 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,898,555 | 86.8% | |
| Fees: other professional | $129,739 | 5.9% | |
| Other salaries and wages | $62,806 | 2.9% | |
| Pay: officers, directors, trustees | $37,500 | 1.7% | |
| Other expenses | $25,455 | 1.2% | |
| Fees: legal | $19,844 | 0.9% | |
| Fees: accounting | $8,441 | 0.4% | |
| Taxes | $5,875 | 0.3% | |
| Total | $2,188,215 | 100% |
2013 · Form 990PF · $1,601,795 spent · pay $0 · grants $1,435,000 · events $4,865
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,435,000 | 89.6% | |
| Fees: other professional | $101,491 | 6.3% | |
| Taxes | $29,586 | 1.8% | |
| Fees: legal | $26,903 | 1.7% | |
| Travel, conferences and meetings | $4,865 | 0.3% | |
| Fees: accounting | $3,805 | 0.2% | |
| Other expenses | $145 | 0.0% | |
| Total | $1,601,795 | 100% |
2012 · Form 990PF · $1,112,659 spent · pay $0 · grants $975,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $975,000 | 87.6% | |
| Fees: legal | $63,285 | 5.7% | |
| Fees: other professional | $45,714 | 4.1% | |
| Taxes | $26,674 | 2.4% | |
| Fees: accounting | $1,765 | 0.2% | |
| Other expenses | $221 | 0.0% | |
| Total | $1,112,659 | 100% |
2010 · Form 990PF · $160,515 spent · pay $0 · grants $160,100 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $160,100 | 99.7% | |
| Taxes | $415 | 0.3% | |
| Total | $160,515 | 100% |
State business registration
- THE PHILIP E AND CAROLE R RATCLI MD, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE PHILIP E AND CAROLE R RATCLI | MD | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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