KALAMAZOO FOUNDATION FOR EXCELLENCE

Cite this

Plain text KALAMAZOO FOUNDATION FOR EXCELLENCE. furp.org, nonprofit organization profile, tax years 2018–2025. https://furp.org/org/kalamazoo-foundation-for-excellence-822587771. Retrieved 2026-10-24.

APA furp.org. (n.d.). KALAMAZOO FOUNDATION FOR EXCELLENCE [Nonprofit organization profile; tax years 2018–2025]. Retrieved October 24, 2026, from https://furp.org/org/kalamazoo-foundation-for-excellence-822587771

MLA “KALAMAZOO FOUNDATION FOR EXCELLENCE.” furp.org, tax years 2018–2025, https://furp.org/org/kalamazoo-foundation-for-excellence-822587771. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2018–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $60.2M · expenses $22.0M · assets $564.4M

EIN
82-2587771
Address
241 W SOUTH ST, KALAMAZOO, MI 49007-4707
Website
WWW.KALAMAZOOFFE.ORG
NTEE code
W11
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2017 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, type iii functionally integrated
Cross-check
ProPublica Nonprofit Explorer

Mission

THE MISSION OF THE KALAMAZOO FOUNDATION FOR EXCELLENCE IS TO SUPPORT THE GOALS OF THE CITY OF KALAMAZOO, FUND ASPIRATIONAL INVESTMENTS IN THE CITY, AND EMPOWER KALAMAZOO RESIDENTS TO ACHIEVE THE LIVES THEY WANT FOR THEMSELVES AND THEIR FAMILIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Steve Brown EXECUTIVE DIRECTOR2023-2025 $184,845$507,786 1

Officers and directors, no compensation reported

31 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
Jamauri Bogan SECRETARY2024-2025 2 $0 reported 1
Adrian Vazquez-Alatorre DIRECTOR2024-2025 1 $0 reported 1
Kelsey Mckague DIRECTOR2024-2025 1 $0 reported 1
Karika Parker DIRECTOR2024-2025 1 $0 reported 1
David Anderson DIRECTOR2018-2025 1 $0 reported 1
Rachel Lonberg DIRECTOR (ENDED 5/25)2019-2025 1 $0 reported 1
Alice Taylor DIRECTOR2018-2025 1 $0 reported 1
Stephanie Hoffman DIRECTOR2020-2025 1 $0 reported 1
Qianna Decker DIRECTOR2024-2025 1 $0 reported 1
Ida Salas DIRECTOR2022-2025 1 $0 reported 1
Dr Andrea Bostrom PRESIDENT2022-2025 2 $0 reported 1
Mary Balkema TREASURER2022-2025 2 $0 reported 1
Alisa Carrel DIRECTOR2018-2025 1 $0 reported 1
James K Ritsema VICE PRESIDENT (ENDED 11/25)2018-2025 2 $0 reported 1
Sandra Calderon-Huezo DIRECTOR (ENDED 5/25)2018-2025 1 $0 reported 1
Steve Vicenzi CFO2020-2025 2 $0 reported 1
Sarah Drumm DIRECTOR2025 1 $0 reported 1
Christina Westbury DIRECTOR2025 1 $0 reported 1
Jonathan Yarbrough (former) DIRECTOR (ENDED 2/24)2023-2024 1 $0 reported 1
Jeanne Hess (former) DIRECTOR (ENDED 4/24)2020-2024 1 $0 reported 1
Charlene Taylor (former) DIRECTOR (ENDED 5/24)2019-2024 1 $0 reported 1
Von Washington Jr (former) DIRECTOR (ENDED 5/24)2019-2024 1 $0 reported 1
Michael Harrison (former) DIRECTOR (ENDED 5/24)2022-2024 1 $0 reported 1
Barbara Hamilton-Miller (former) SECRETARY (ENDED 5/24)2018-2024 2 $0 reported 1
Bobby J Hopewell (former) DIRECTOR2018-2023 1 $0 reported 1
Jack C Urban (former) DIRECTOR2018-2021 1 $0 reported 1
Nathan Dannison (former) DIRECTOR2018-2021 1 $0 reported 1
Adam Mcfarlin (former) TREASURER (ENDED 2/16/21)2018-2021 2 $0 reported 1
Dr Angela Graham-Williams (former) PRESIDENT (ENDED 7/1/21)2018-2021 2 $0 reported 1
Jean Hess (former) DIRECTOR2019 1 $0 reported 1
Jovaughan Head (former) DIRECTOR (ENDED 2/26/19)2018-2019 2 $0 reported 1

People by year

2025 · 19 people listed · 1 paid, $185K · 1 employee · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE BROWN EXECUTIVE DIRECTOR40 $160,828$0$24,017 $184,8451
ALISA CARREL DIRECTOR1 $0$0$0 $01
ADRIAN VAZQUEZ-ALATORRE DIRECTOR1 $0$0$0 $01
KELSEY MCKAGUE DIRECTOR1 $0$0$0 $01
KARIKA PARKER DIRECTOR1 $0$0$0 $01
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR (ENDED 5/25)1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
STEPHANIE HOFFMAN DIRECTOR1 $0$0$0 $01
QIANNA DECKER DIRECTOR1 $0$0$0 $01
IDA SALAS DIRECTOR1 $0$0$0 $01
SARAH DRUMM DIRECTOR1 $0$0$0 $01
CHRISTINA WESTBURY DIRECTOR1 $0$0$0 $01
SANDRA CALDERON-HUEZO DIRECTOR (ENDED 5/25)1 $0$0$0 $01
JAMAURI BOGAN SECRETARY2 $0$0$0 $01
MARY BALKEMA TREASURER2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT (ENDED 11/25)2 $0$0$0 $01
DR ANDREA BOSTROM PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO2 $0$0$0 $01
2024 · 23 people listed · 1 paid, $165K · 1 employee · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE BROWN EXECUTIVE DIRECTOR40 $152,553$0$12,914 $165,4671
JAMAURI BOGAN DIRECTOR1 $0$0$0 $01
ADRIAN VAZQUEZ-ALATORRE DIRECTOR1 $0$0$0 $01
KELSEY MCKAGUE DIRECTOR1 $0$0$0 $01
KARIKA PARKER DIRECTOR1 $0$0$0 $01
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
STEPHANIE HOFFMAN DIRECTOR1 $0$0$0 $01
QIANNA DECKER DIRECTOR1 $0$0$0 $01
IDA SALAS DIRECTOR1 $0$0$0 $01
JONATHAN YARBROUGH DIRECTOR (ENDED 2/24)1 $0$0$0 $01
JEANNE HESS DIRECTOR (ENDED 4/24)1 $0$0$0 $01
CHARLENE TAYLOR DIRECTOR (ENDED 5/24)1 $0$0$0 $01
VON WASHINGTON JR DIRECTOR (ENDED 5/24)1 $0$0$0 $01
MICHAEL HARRISON DIRECTOR (ENDED 5/24)1 $0$0$0 $01
DR ANDREA BOSTROM DIRECTOR/SECRETARY2 $0$0$0 $01
MARY BALKEMA DIRECTOR/TREASURER2 $0$0$0 $01
ALISA CARREL TREASURER/DIRECTOR2 $0$0$0 $01
BARBARA HAMILTON-MILLER SECRETARY (ENDED 5/24)2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT2 $0$0$0 $01
SANDRA CALDERON-HUEZO PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO2 $0$0$0 $01
2023 · 19 people listed · 1 paid, $157K · 1 employee · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVE BROWN EXECUTIVE DIRECTOR40 $138,487$0$18,987 $157,4741
JONATHAN YARBROUGH DIRECTOR1 $0$0$0 $01
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
JEANNE HESS DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
CHARLENE TAYLOR DIRECTOR1 $0$0$0 $01
STEPHANIE HOFFMAN DIRECTOR1 $0$0$0 $01
VON WASHINGTON JR DIRECTOR1 $0$0$0 $01
BOBBY J HOPEWELL DIRECTOR1 $0$0$0 $01
MICHAEL HARRISON DIRECTOR1 $0$0$0 $01
DR ANDREA BOSTROM DIRECTOR1 $0$0$0 $01
MARY BALKEMA DIRECTOR1 $0$0$0 $01
IDA SALAS DIRECTOR1 $0$0$0 $01
BARBARA HAMILTON-MILLER SECRETARY2 $0$0$0 $01
ALISA CARREL TREASURER2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT2 $0$0$0 $01
SANDRA CALDERON-HUEZO PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO2 $0$0$0 $01
2022 · 17 people listed · none paid · 0 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
JEANNE HESS DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
CHARLENE TAYLOR DIRECTOR1 $0$0$0 $01
STEPHANIE HOFFMAN DIRECTOR1 $0$0$0 $01
VON WASHINGTON JR DIRECTOR1 $0$0$0 $01
BOBBY J HOPEWELL DIRECTOR1 $0$0$0 $01
MICHAEL HARRISON DIRECTOR1 $0$0$0 $01
DR ANDREA BOSTROM DIRECTOR1 $0$0$0 $01
MARY BALKEMA DIRECTOR1 $0$0$0 $01
IDA SALAS DIRECTOR1 $0$0$0 $01
BARBARA HAMILTON-MILLER SECRETARY2 $0$0$0 $01
ALISA CARREL TREASURER2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT2 $0$0$0 $01
SANDRA CALDERON-HUEZO PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO2 $0$0$0 $01
2021 · 16 people listed · none paid · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
JEANNE HESS DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
CHARLENE TAYLOR DIRECTOR1 $0$0$0 $01
JACK C URBAN DIRECTOR1 $0$0$0 $01
VON WASHINGTON JR DIRECTOR1 $0$0$0 $01
BOBBY J HOPEWELL DIRECTOR2 $0$0$0 $01
NATHAN DANNISON DIRECTOR1 $0$0$0 $01
BARBARA HAMILTON-MILLER SECRETARY2 $0$0$0 $01
ADAM MCFARLIN TREASURER (ENDED 2/16/21)2 $0$0$0 $01
ALISA CARREL TREASURER2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT2 $0$0$0 $01
DR ANGELA GRAHAM-WILLIAMS PRESIDENT (ENDED 7/1/21)2 $0$0$0 $01
SANDRA CALDERON-HUEZO PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO1 $0$0$0 $01
2020 · 17 people listed · none paid · 0 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID ANDERSON DIRECTOR1 $0$0$0 $01
SANDRA CALDERON-HUEZO DIRECTOR1 $0$0$0 $01
ALISA CARREL DIRECTOR1 $0$0$0 $01
NATHAN DANNISON DIRECTOR1 $0$0$0 $01
JEANNE HESS DIRECTOR1 $0$0$0 $01
STEPHANIE HOFFMAN DIRECTOR1 $0$0$0 $01
RACHEL LONBERG DIRECTOR1 $0$0$0 $01
ALICE TAYLOR DIRECTOR1 $0$0$0 $01
CHARLENE TAYLOR DIRECTOR1 $0$0$0 $01
JACK C URBAN DIRECTOR1 $0$0$0 $01
VON WASHINGTON JR DIRECTOR1 $0$0$0 $01
BOBBY J HOPEWELL DIRECTOR1 $0$0$0 $01
BARBARA HAMILTON-MILLER SECRETARY2 $0$0$0 $01
ADAM MCFARLIN TREASURER2 $0$0$0 $01
JAMES K RITSEMA VICE PRESIDENT2 $0$0$0 $01
DR ANGELA GRAHAM-WILLIAMS PRESIDENT2 $0$0$0 $01
STEVE VICENZI CFO1 $0$0$0 $01
2019 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID ANDERSON DIRECTOR1 $0-$0 $01
JEAN HESS DIRECTOR1 $0-$0 $01
JACK C URBAN DIRECTOR1 $0-$0 $01
NATHAN DANNISON DIRECTOR1 $0-$0 $01
SANDRA CALDERON-HUEZO DIRECTOR1 $0-$0 $01
ALISA CARREL DIRECTOR1 $0-$0 $01
JOVAUGHAN HEAD DIRECTOR (ENDED 2/26/19)2 $0-$0 $01
CHARLENE TAYLOR DIRECTOR1 $0-$0 $01
ALICE TAYLOR DIRECTOR1 $0-$0 $01
VON WASHINGTON JR DIRECTOR1 $0-$0 $01
RACHEL LONBERG DIRECTOR1 $0-$0 $01
BARBARA MILLER SECRETARY2 $0-$0 $01
2018 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOBBY J HOPEWELL PRESIDENT2 $0-$0 $01
DR ANGELA GRAHAM-WILLIAMS VICE PRESIDENT1 $0-$0 $01
ADAM MCFARLIN TREASURER1 $0-$0 $01
BARBARA HAMILTON-MILLER SECRETARY1 $0-$0 $01
JAMES K RITSEMA DIRECTOR2 $0-$0 $01
DAVID ANDERSON DIRECTOR1 $0-$0 $01
JACK C URBAN DIRECTOR1 $0-$0 $01
NATHAN DANNISON DIRECTOR1 $0-$0 $01
SANDRA CALDERON-HUEZO DIRECTOR1 $0-$0 $01
ALISA CARREL DIRECTOR1 $0-$0 $01
JOVAUGHAN HEAD DIRECTOR1 $0-$0 $01
ALICE TAYLOR DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

2020 · 1 contractor · $180K
NameLocationServicePaid
MERION CAPITAL LLCKALAMAZOO, MIINVESTMENT MANAGEMENT$180,000

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.

2025 · 1 grant to organizations · $20.9M
2024 · 1 grant to organizations · $20.5M
2023 · 1 grant to organizations · $18.5M

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

Who gave

Contributor names are not public for this form type.

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

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$60,186,659$21,972,665 $564,369,926$564,097,173 $17,670,094$0 $184,845118
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$44,940,794$21,389,191 $516,931,278$516,698,913 $22,768,518$0 $165,467121
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$7,065,849$19,270,802 $470,474,393$470,240,853 $4,005,169$0 $157,474118
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
-$45,996$442,576 $449,296,586$449,263,426 $488,232$0 $0017
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$369,542,486$416,961 $479,208,810$479,185,977 $367,158,392$0 $0015
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$82,875,656$274,424 $95,817,670$95,789,765 $90,010,302$0 $0016
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$6,889$562 $44,774$43,773 $6,889- ---
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$38,180$734 $38,392$37,446 $38,180- ---

Funders of this organization

1 grantor reported grants to this organization, $95 in all, tax years 2021 to 2023. 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
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “KALAMAZOO FOUNDATION FOR EXCELLENCE” 2021-2023 3$95 2023$29
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PROMEDICA FOUNDATIONOHW11 $32,387,903$19,302,765 TRUSTEE/CEO$3,133,332 Same NTEE code W11, revenue within 2x
NEW HANOVER COUNTY FINANCING CORPORATIONNCW11 $24,920,026$24,920,026 Secretary and Vice President$392,942 Same NTEE code W11, revenue within 2x
DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUSTKYW11 $33,698,099$18,390,068 VICE PRESIDENT$0 Same NTEE code W11, revenue within 2x
AMVETS NATIONAL SERVICE FOUNDATIONMDW11 $20,230,811$17,615,910 FINANCE DIRECTOR$224,651 Same NTEE code W11, revenue within 5x
THE NORTHWEST MINNESOTA FOUNDATIONMNW11 $11,071,050$10,149,806 PRESIDENT$205,483 Same NTEE code W11, revenue within 5x
SANFORD UNDERGROUND RESEARCH FACILITY FOUNDATIONSDW11 $16,587,928$1,158,512 EXECUTIVE DI$457,435 Same NTEE code W11, revenue within 5x
AMERICA250 ORG INCDCW11 $14,456,080$12,226,780 PRESIDENT$294,949 Same NTEE code W11, revenue within 5x
MEDICA HOLDING COMPANYMNW11 $156,385,778$1,575,144 PRESIDENT, CEO, & TREAS THRU 1/2024$1,870,851 Same NTEE code W11, revenue within 5x
NATIONAL ASSOCIATION OF ATTORNEYS GENERAL MISSION FOUNDATION INCDCW11 $4,636,406$6,132,242 EXECUTIVE DIRECTOR$480,620 Same NTEE code W11, revenue within 10x
BISHOP GORMAN DEVELOPMENT CORPORATIONNVW11 $4,721,244$2,208,248 TREASURER$250,085 Same NTEE code W11, revenue within 10x
COLORADO SPRINGS WORLD ARENACOW11 $8,052,685$7,238,500 GENERAL MANAGER$339,144 Same NTEE code W11, revenue within 10x
HANCOCK HOUSING FOUNDATIONMIW11 $296,678$51,127 PRESIDENT$0 Same NTEE code W11, revenue differs more than 10x, same state
KENT COUNTY PARKS FOUNDATIONMIW11 $570,297$282,934 EXECUTIVE DI$116,867 Same NTEE code W11, revenue differs more than 10x, same state
EVANGELICAL HOMES OF MICHIGAN FOUNDATIONMIW11 $428,858$198,066 CHIEF EXECUTIVE OFFICER (TIL 9/24)$280,397 Same NTEE code W11, revenue differs more than 10x, same state
HURON-CLINTON METROPARKS FOUNDATIONMIW11 $151,772$86,709 VICE PRESIDENT$2,500 Same NTEE code W11, revenue differs more than 10x, same state
FISHER HOUSE MICHIGANMIW11 $3,191,219$1,417,044 EXECUTIVE DI$148,333 Same NTEE code W11, revenue differs more than 10x, same state
HOWELL VETERANS ASSOCIATIONMIW11 $28,050$21 President$0 Same NTEE code W11, revenue differs more than 10x, same state
SAE GOVERNMENT TECHNOLOGIESMIW11 $1,844,758$2,491,675 COO & DIRECTOR (THRU 05/2024)$968,728 Same NTEE code W11, revenue differs more than 10x, same state
CARL & PHYLLIS DALTON FAMILY FOUNDATION INCMIW11 $1,469,481$1,258,696 Co Fiduciary$54,119 Same NTEE code W11, revenue differs more than 10x, same state
HANOVER HORTON AREA HISTORICALMIW11 $139,037$106,725 PRESIDENT$0 Same NTEE code W11, revenue differs more than 10x, same state
THUMB FOOD POLICY COUNCILMIW11 $818,687$818,687 Trustee$0 Same NTEE code W11, revenue differs more than 10x, same state
STAND UP MICHIGAN INCMIW11 $94,481$99,520 PRESIDENT$0 Same NTEE code W11, revenue differs more than 10x, same state
GATEHOUSE SOCIETY INCMIW11 $130,884$97,651 INCORPORATOR$0 Same NTEE code W11, revenue differs more than 10x, same state
MUNISING 4TH OF JULY COMMITTEE INCMIW11 $56,482$51,069 Director$0 Same NTEE code W11, revenue differs more than 10x, same state
VIETNAM VETERANS OF MICHIGAN INCMIW11 $38,799$106,910 President$0 Same NTEE code W11, revenue differs more than 10x, same state

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
DONOR ADVISED CHARITABLE GIVING DAF sponsor$17,796,48349 112014–2024 PROMEDICA FOUNDATION; DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST; SENIOR CITIZENS FOUNDATION OF SOUTH PASADENA INC; AGAPE CHILD CARE FOUNDATION INC and 7 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$10,596,29465 172016–2024 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST; PROMEDICA FOUNDATION; FISHER HOUSE MICHIGAN; THE NORTHWEST MINNESOTA FOUNDATION and 13 more
LILLY ENDOWMENT INC Private foundation$7,500,0001 12025–2025 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
MCKNIGHT FOUNDATION Private foundation$6,515,0008 22019–2024 THE NORTHWEST MINNESOTA FOUNDATION; MINNESOTA CHAMBER FOUNDATION
MARGARET A CARGILL FOUNDATION Private foundation$4,000,0003 12022–2024 THE NORTHWEST MINNESOTA FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$3,266,96628 42010–2024 CENTERSTATE CEO FOUNDATION INC; CBIA ECONOMIC GROWTH AND OPPORTUNITY FOUNDATION INC; DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST; AMVETS NATIONAL SERVICE FOUNDATION
TOLEDO COMMUNITY FOUNDATION DAF sponsor$2,603,28319 12013–2024 PROMEDICA FOUNDATION
THE RICHARD AND CAROLE HEBERT Private foundation$2,413,0751 12021–2021 THE NORTHWEST MINNESOTA FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$2,352,5838 12017–2024 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,310,91116 82019–2024 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST; CENTERSTATE CEO FOUNDATION INC; THE NORTHWEST MINNESOTA FOUNDATION; MINNESOTA CHAMBER FOUNDATION and 4 more
THE RALPH C WILSON JR FOUNDATION Private foundation$2,160,0004 22020–2024 HURON-CLINTON METROPARKS FOUNDATION; FISHER HOUSE MICHIGAN
FORGOOD INC DAF sponsor$2,094,69022 32010–2024 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST; AMVETS NATIONAL SERVICE FOUNDATION; FISHER HOUSE MICHIGAN
SANTA BARBARA FOUNDATION DAF sponsor$1,969,76320 12014–2024 SANTA BARBARA PUBLIC LIBRARY FOUNDATION
ENGELSTAD FAM FOUNDATION Private foundation$1,400,0001 12012–2012 BISHOP GORMAN DEVELOPMENT CORPORATION
KADENS FAMILY FOUNDATION Private foundation$1,395,0007 12020–2023 PROMEDICA 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.

2025 · Form 990 · $21,972,665 spent · pay $198,176 · grants $20,878,459 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $20,878,459$20,878,459-- 95.0%
Fees: investment management $569,573-$569,573- 2.6%
Fees: other services $197,071-$197,071- 0.9%
Pay: officers, directors, trustees, key employees $184,845-$147,876$36,969 0.8%
Other (as described)ADMINISTRATIVE FEES $51,504-$51,504- 0.2%
Insurance $30,698-$30,698- 0.1%
Fees: accounting $16,100-$16,100- 0.1%
Fees: legal $14,479-$14,479- 0.1%
Payroll taxes $13,331-$10,665$2,666 0.1%
Information technology $9,728--$9,728 0.0%
Other (as described)PROFESSIONAL DEVELOPMEN $5,607--$5,607 0.0%
Other (as described)BANK FEES $713-$713- 0.0%
Office expenses $357-$357- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $200-$200- 0.0%
Total$21,972,665100%

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2024 · Form 990 · $21,389,191 spent · pay $177,595 · grants $20,471,989 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $20,471,989$20,471,989-- 95.7%
Fees: investment management $337,812-$337,812- 1.6%
Fees: other services $189,188-$189,188- 0.9%
Pay: officers, directors, trustees, key employees $165,467-$132,374$33,093 0.8%
Fees: legal $72,867-$72,867- 0.3%
Other (as described)ADMINISTRATIVE FEES $50,004-$50,004- 0.2%
Insurance $30,519-$30,519- 0.1%
Fees: accounting $15,200-$15,200- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $15,200-$15,200- 0.1%
Other (as described)PROFESSIONAL DEVELOPMEN $12,243-$1,816$10,427 0.1%
Payroll taxes $12,128-$9,702$2,426 0.1%
Information technology $9,200--$9,200 0.0%
Office expenses $6,610-$6,610- 0.0%
Other (as described)BANK FEES $764-$764- 0.0%
Total$21,389,191100%

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2023 · Form 990 · $19,270,802 spent · pay $169,108 · grants $18,500,872 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $18,500,872$18,500,872-- 96.0%
Fees: investment management $260,437-$260,437- 1.4%
Fees: other services $215,492-$215,492- 1.1%
Pay: officers, directors, trustees, key employees $157,474-$125,980$31,494 0.8%
Fees: legal $49,884-$49,884- 0.3%
Other (as described)PLANNING AND STUDIES $30,000--$30,000 0.2%
Office expenses $16,755-$16,755- 0.1%
Fees: accounting $14,000-$14,000- 0.1%
Payroll taxes $11,634-$9,307$2,327 0.1%
Information technology $8,711--$8,711 0.0%
Other (as described)PROFESSIONAL DEVELOPMEN $3,647-$999$2,648 0.0%
Insurance $1,256-$1,256- 0.0%
Other (as described)BANK FEES $640-$640- 0.0%
Total$19,270,802100%

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2022 · Form 990 · $442,576 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $232,880-$232,880- 52.6%
Fees: other services $183,250-$183,250- 41.4%
Fees: legal $14,596-$14,596- 3.3%
Fees: accounting $11,300-$11,300- 2.6%
Other (as described)BANK FEES $550-$550- 0.1%
Total$442,576100%

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2021 · Form 990 · $416,961 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $289,236-$289,236- 69.4%
Fees: investment management $119,611-$119,611- 28.7%
Fees: accounting $7,500-$7,500- 1.8%
Other (as described)BANK FEES $614-$614- 0.1%
Total$416,961100%

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2020 · Form 990 · $274,424 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $274,424-$274,424- 100.0%
Total$274,424100%

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2019 · Form 990EZ · $562 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $562 100.0%
Total$562100%

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2018 · Form 990EZ · $734 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $734 100.0%
Total$734100%

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