STREAM FOUNDATION
Cite this
Plain text STREAM FOUNDATION. furp.org, nonprofit organization profile, tax years 2021–2024. https://furp.org/org/stream-foundation-851991763. Retrieved 2026-11-01.
APA furp.org. (n.d.). STREAM FOUNDATION [Nonprofit organization profile; tax years 2021–2024]. Retrieved November 1, 2026, from https://furp.org/org/stream-foundation-851991763
MLA “STREAM FOUNDATION.” furp.org, tax years 2021–2024, https://furp.org/org/stream-foundation-851991763. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2021–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $172K · expenses $284K · assets $40K
- EIN
- 85-1991763
- Address
- 3131 TURTLE CREEK BLVD STE 920, DALLAS, TX 75219-5438
- Website
- www.thestreamfoundation.org
- NTEE code
- J22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- April 2021 (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))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
STREAM Foundation was formed to educate, train, mentor and provide scholarship and internship opportunities to students from underrepresented groups in the area of asset management with the ultimate goal of increasing industry representations. In order to accomplish its goal, STREAM Foundation utilizes a two pronged approach. First, STREAM Foundation provides education, training and networking opportunities for students from underrepresented groups. STREAM Foundation alsos assist students in obtaining internships and/or other work experience with asset management firms in order to allow students to learn more about the industry, gain valuable experience and deepen and expand their professional networks. Second, STREAM Foundation aims to create change in the asset management industry's recruiting, hiring and retention practices with respect to underrepresented candidates and employees. Finally, STREAM Foundation provides college students with financial support during its internships.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 11 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
11 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 |
|---|---|---|---|---|---|
| Ellis Thomas | President | 2021-2024 | 15 | $0 reported | 1 |
| Matthew McKamy | Director | 2021-2024 | 5 | $0 reported | 1 |
| P Trip Dyer | Secretary | 2024 | 2 | $0 reported | 1 |
| Daryl Chambers | Director | 2023-2024 | 3 | $0 reported | 1 |
| Somer Washington | Treasurer | 2021-2024 | 3 | $0 reported | 1 |
| Monica Guerrero | Director | 2022-2024 | 3 | $0 reported | 1 |
| Jeremiah Loeffler | Director | 2023-2024 | 3 | $0 reported | 1 |
| Andrew Rosell (former) | Secretary | 2021-2023 | 0 | $0 reported | 1 |
| Erika Lehmer (former) | Director | 2023 | 0 | $0 reported | 1 |
| Illana Plotkin (former) | Director | 2021-2022 | 0 | $0 reported | 1 |
| Ryan Bailey (former) | Director | 2021-2022 | 0 | $0 reported | 1 |
People by year
2024 · 7 people listed · none paid · 1 employee · 120 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Ellis Thomas | President | 15 | $0 | $0 | $0 | $0 | 1 |
| Matthew McKamy | Director | 5 | $0 | $0 | $0 | $0 | 1 |
| P Trip Dyer | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Daryl Chambers | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Somer Washington | Treasurer | 3 | $0 | $0 | $0 | $0 | 1 |
| Monica Guerrero | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Jeremiah Loeffler | Director | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 8 people listed · none paid · 0 employees · 100 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Ellis Thomas | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Matthew McKamy | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Andrew Rosell | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| Daryl Chambers | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Erika Lehmer | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Somer Washington | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| Monica Guerrero | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Jeremiah Loeffler | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · none paid · 0 employees · 100 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Ellis Thomas | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Matthew McKamy | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Andrew Rosell | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
| Illana Plotkin | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Ryan Bailey | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Somer Washington | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Monica Guerrero | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Matthew McKamy | President and Director | 15 | $0 | - | $0 | $0 | 1 |
| Ellis Thomas | Director | 15 | $0 | - | $0 | $0 | 1 |
| Andrew Rosell | Secretary and Director | 5 | $0 | - | $0 | $0 | 1 |
| Illana Plotkin | Director | 7 | $0 | - | $0 | $0 | 1 |
| Ryan Bailey | Director | 2 | $0 | - | $0 | $0 | 1 |
| Somer Washington | Director | 2 | $0 | - | $0 | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $172,122 | $284,365 | $40,375 | $39,268 | $170,745 | $0 | $89,167 | 1 | 120 |
| 2023 · Form 990 | ||||||||
| $229,898 | $264,680 | $117,051 | $116,511 | $188,255 | $0 | $0 | 0 | 100 |
| 2022 · Form 990 | ||||||||
| $220,252 | $130,206 | $165,005 | $164,018 | $196,853 | $0 | $0 | 0 | 100 |
| 2021 · Form 990EZ | ||||||||
| $141,922 | $73,229 | $73,972 | $73,972 | $126,917 | $0 | - | - | - |
Funders of this organization
5 grantors reported grants to this organization, $165,900 in all, tax years 2021 to 2024. 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 | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| COMMUNITIES FOUNDATION OF TEXAS | DAF sponsor | Exact | 2021-2024 | 4 | $101,825 | 2024 | $17,760 | show |
| AUSTIN COMMUNITY FOUNDATION | DAF sponsor | Exact | 2022-2024 | 3 | $32,500 | 2024 | $12,500 | show |
| CHARITIES AID FOUNDATION AMERICA | DAF sponsor | Exact | 2022, 2024 | 2 | $20,000 | 2024 | $10,000 | show |
| THE DALLAS FOUNDATION | DAF sponsor | Exact | 2023 | 1 | $10,000 | 2023 | $10,000 | show |
| WILLIAM F AND PATRICIA L MILLERFAMILY FOUNDATION | Private foundation | Fuzzy filed as “STREAM FOUNDATION” | 2021-2022 | 2 | $1,575 | 2022 | $575 | show |
Nearby + Similar BETA
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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 |
|---|---|---|---|---|---|---|---|
| EVVAYLOIS FOUNDATION | TX | J22 | $307,196 | $270,356 | CEO | $0 | Same NTEE code J22, revenue within 2x, same state |
| ELDREDS NURSERY FOUNDATION | TX | J22 | $228,765 | $253,542 | President | $0 | Same NTEE code J22, revenue within 2x, same state |
| SOUTH DALLAS WORKFORCE TRAINING COALITION | TX | J22 | $136,280 | $65,407 | DIRECTOR / VP | $0 | Same NTEE code J22, revenue within 2x, same state |
| CANA RANCH WINES | TX | J22 | $115,793 | $123,054 | Chairman of Board and Executive Director | $0 | Same NTEE code J22, revenue within 2x, same state |
| CAREER SKILLS 2 WORK | TX | J22 | $132,051 | $131,206 | Chairman of the Board | $0 | Same NTEE code J22, revenue within 2x, same state |
| BACK 41 | TX | J22 | $99,258 | $66,369 | Executive Director | $0 | Same NTEE code J22, revenue within 2x, same state |
| STATIONARY ENGINEERS APPRENTICESHIP SCHOOL INC | TX | J22 | $186,231 | $188,263 | PRESIDENT | $0 | Same NTEE code J22, revenue within 2x, same state |
| TEXAS TOTAL REWARDS ALLIANCE | TX | J22 | $100,075 | $101,036 | EXECUTIVE DIRECTOR | $0 | Same NTEE code J22, revenue within 2x, same state |
| AVIXA FOUNDATION INC | VA | J22 | $245,523 | $29,732 | CFO | $437,574 | Same NTEE code J22, revenue within 2x |
| NSCA EDUCATION FOUNDATION | IA | J22 | $170,678 | $99,837 | NSCA EXECUTIVE DIRECTOR | $156,930 | Same NTEE code J22, revenue within 2x |
| WORK2FUTURE FOUNDATION | CA | J22 | $106,197 | $129,162 | PRESIDENT | $0 | Same NTEE code J22, revenue within 2x |
| DRIVE SAVANT FOUNDATION INC | CA | J22 | $276,943 | $282,836 | CHARIMAN OF | $0 | Same NTEE code J22, revenue within 2x |
| PMPA EDUCATIONAL FOUNDATION | OH | J22 | $107,237 | $64,024 | VICE CHAIR | $0 | Same NTEE code J22, revenue within 2x |
| INTEGRITY FOUNDATION INC | TN | J22 | $108,249 | $103,080 | PRESIDENT - BBB | $0 | Same NTEE code J22, revenue within 2x |
| R I HOSPITALITY EDUCATION FOUNDATION | RI | J22 | $165,728 | $212,850 | PRESIDENT/CEO (TO 2/24) | $476,586 | Same NTEE code J22, revenue within 2x |
| ANDERS & ANDERS FOUNDATION | CA | J22 | $204,545 | $171,087 | EXECUTIVE DIRECTOR | $37,175 | Same NTEE code J22, revenue within 2x, similar name |
| PHILADELPHIA CLUB FOUNDATION INC | PA | J22 | $169,918 | $132,641 | PRESIDENT | $0 | Same NTEE code J22, revenue within 2x |
| GEORGIA INDUSTRY FOUNDATION FOR TRAINING INC | GA | J22 | $111,486 | $15,047 | President | $0 | Same NTEE code J22, revenue within 2x |
| JAMES127 FOUNDATION | AR | J22 | $121,231 | $112,140 | Executive Dir. | $0 | Same NTEE code J22, revenue within 2x, similar name |
| VNIT ALUMNI FOUNDATION OF AMERICA INC | CA | J22 | $295,742 | $223,410 | DIRECTOR | $0 | Same NTEE code J22, revenue within 2x |
| PANNIE GEORGES LEADERSHIP ACADEMY FOUNDATION INC | AL | J22 | $198,620 | $186,852 | SECRETARY/TR | $0 | Same NTEE code J22, revenue within 2x |
| MONTGOMERY COUNTY STUDENTS AUTOMOTIVE TRADES FOUNDATION INC | MD | J22 | $93,280 | $78,638 | President Director | $0 | Same NTEE code J22, revenue within 2x |
| POUR OVER LOVE FOUNDATION INC | GA | J22 | $98,002 | $53,548 | Executive Director | $30,000 | Same NTEE code J22, revenue within 2x |
| SCHUYLKILL CHAMBER FOUNDATION INC | PA | J22 | $111,457 | $138,167 | CHAIR | $0 | Same NTEE code J22, revenue within 2x |
| JIREH WORKFORCE FOUNDATION | IL | J22 | $300,000 | $160,981 | EXECUTIVE DI | $0 | Same NTEE code J22, 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 · $284,365 spent · pay $98,551 · grants $125,663 · events $17,947
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $125,663 | $125,663 | - | - | 44.2% | |
| Pay: officers, directors, trustees, key employees | $89,167 | $0 | $89,167 | $0 | 31.4% | |
| Information technology | $18,664 | $17,374 | $1,290 | $0 | 6.6% | |
| Conferences, conventions and meetings | $17,947 | $17,947 | $0 | $0 | 6.3% | |
| Payroll taxes | $9,384 | $0 | $9,384 | $0 | 3.3% | |
| Travel | $7,895 | $0 | $7,895 | $0 | 2.8% | |
| Other (as described) | Educational resources | $4,787 | $2,477 | $2,310 | $0 | 1.7% |
| Fees: accounting | $3,735 | $0 | $3,735 | $0 | 1.3% | |
| Office expenses | $3,678 | $0 | $3,678 | $0 | 1.3% | |
| Advertising and promotion | $2,910 | $0 | $2,910 | $0 | 1.0% | |
| Depreciation and depletion | $535 | $0 | $535 | $0 | 0.2% | |
| Total | $284,365 | 100% |
2023 · Form 990 · $264,680 spent · pay $73,094 · grants $160,713 · events $11,081
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $160,713 | $160,713 | - | - | 60.7% | |
| Other salaries and wages | $59,970 | - | $59,970 | - | 22.7% | |
| Payroll taxes | $13,124 | - | $13,124 | - | 5.0% | |
| Other (as described) | Dues and Subscriptions | $9,537 | - | $9,537 | - | 3.6% |
| Other (as described) | Software and Apps | $6,579 | - | $6,579 | - | 2.5% |
| Travel | $5,379 | - | $5,379 | - | 2.0% | |
| Fees: accounting | $3,995 | - | $3,995 | - | 1.5% | |
| Office expenses | $3,768 | - | $3,768 | - | 1.4% | |
| Fees: investment management | $945 | - | $945 | - | 0.4% | |
| Depreciation and depletion | $535 | - | $535 | - | 0.2% | |
| Interest | $135 | - | $135 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $47,506 | $11,081 | reported apart | |||
| Total | $264,680 | 100% |
2022 · Form 990 · $130,206 spent · pay $0 · grants $122,457 · events $36,434
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $122,457 | $122,457 | - | - | 94.0% | |
| Other (as described) | Training Expenses | $2,637 | $2,637 | - | - | 2.0% |
| Other (as described) | Fundraising Expenses | $1,922 | - | - | $1,922 | 1.5% |
| Other (as described) | General | $1,765 | - | $1,765 | - | 1.4% |
| Other (as described) Event | Alumni Events | $851 | $851 | - | - | 0.7% |
| Depreciation and depletion | $312 | - | $312 | - | 0.2% | |
| Information technology | $262 | $262 | - | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $57,629 | $35,583 | reported apart | |||
| Total | $130,206 | 100% |
2021 · Form 990EZ · $73,229 spent · pay $0 · grants $60,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $60,000 | 81.9% | |
| Other expenses (detail on Schedule O) | $6,629 | 9.1% | |
| Fees to independent contractors | $6,600 | 9.0% | |
| Total | $73,229 | 100% |
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