FURP.ORG / PUBLIC DATA EXPLORER

ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND

Cite this

Plain text ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND. furp.org, nonprofit organization profile, tax years 2021–2024. https://furp.org/org/853624930. Retrieved 2026-10-21.

APA furp.org. (n.d.). ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND [Nonprofit organization profile; tax years 2021–2024]. Retrieved October 21, 2026, from https://furp.org/org/853624930

MLA “ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND.” furp.org, tax years 2021–2024, https://furp.org/org/853624930. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2021–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $29.3M · expenses $37.4M · assets $51.6M

Also known as
DEVELOPMENT FUND
EIN
85-3624930
Address
66 FRANKLIN ST STE 300, OAKLAND, CA 94607-3734
Website
HTTPS://WWW.AERDF.ORG
NTEE code
B05
Subsection
501(c)(3)
Ruling year
2021
Cross-check
ProPublica Nonprofit Explorer

Mission

AERDF WILL CONDUCT INCLUSIVE RESEARCH AND DEVELOPMENT PROGRAMS SO THAT DIVERSE TEAMS OF EDUCATORS, RESEARCHERS AND DEVELOPERS CAN TACKLE INTRACTABLE TEACHING AND LEARNING CHALLENGES THAT DISPROPORTIONATELY AFFECT BLACK AND LATINO STUDENTS, AND (CONTINUED ON SCHEDULE O) STUDENTS OF ALL RACES EXPERIENCING POVERTY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Temple S Lovelace EXECUTIVE DIRECTOR2021-2024 $295,282$1,158,902 1
Marvin Smith CHIEF PUBLIC AFFAIRS/DEV. OFFICER2021-2024 $289,113$1,114,152 1
Aubrey Francisco EXECUTIVE DIRECTOR2021-2024 $251,763$1,048,218 1
Christopher Liang-Vergara CHIEF LEARNING OFFICER2021-2024 $292,969$1,030,354 1
Rebecca Kockler Easterling EXECUTIVE DIRECTOR2021-2024 $289,853$996,575 1
Auditi Chakravarty CHIEF EXECUTIVE OFFICER2023-2024 $485,308$829,123 1
Elda Beki Bahar-Engler COO/SECRETARY/TREASURER2023-2024 $285,224$605,745 1
Michelle Tiu EXECUTIVE DIRECTOR2024 $233,048$233,048 1
Yasmene Mumby DIRECTOR OF COMMUNICATIONS2024 $230,708$230,708 1
Sasha Rabkin Start 512024 CHIEF PROGRAM INNOVATION & STRATEGY2024 $219,273$219,273 1
Bror Saxberg BOARD MEMBER2021-2024 $0$76,590 1
Stacey Childress (former) CEO/BOARD PRESIDENT (THRU 1/23)2021-2023 $74,773$1,239,655 7
Melina Uncapher (former) CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23)2021-2023 $342,020$974,107 2
Brandy Nelson (former) ACADEMIC DIRECTOR2022-2023 $237,903$471,314 1
Daryl Peagler (former) CIO/BOARD TREASURER (THRU 07/22)2021-2022 $152,531$386,677 2
Enid Marie Rosario-Ramos (former) SR MANAGER, PROGRAM ENGAGEMENT2021-2022 $222,436$363,792 1
Lauren Lan Ko Uyeshiro (former) DIRECTOR OF PRODUCT2023 $225,750$225,750 1
Beki Bahar-Engler (former) COO/TREASURER (AS OF 09/22)2022 $165,734$165,734 1
Ana Vazquez (former) SENIOR MANAGER, INVESTMENT OPS2021 $134,397$134,397 1
Karin Lange (former) EDUCATOR CO-DESIGN MANAGER2021 $132,945$132,945 1
Adam Edward Smith (former) DESIGNING FOR EQUITY MANAGER2021 $120,002$120,002 1

Officers and directors, no compensation reported

9 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
Jim Shelton BOARD MEMBER, CO-CHAIR2021-2024 1 $0 reported 1
Nailah Nasir BOARD MEMBER, CO-CHAIR2022-2024 1 $0 reported 1
Ana Ponce BOARD MEMBER2022-2024 1 $0 reported 1
Cassandra Herring BOARD MEMBER2022-2024 1 $0 reported 1
Jeff Livingston BOARD MEMBER2022-2024 1 $0 reported 1
Parag Pathak BOARD MEMBER2022-2024 1 $0 reported 1
Lisette Nieves (former) BOARD MEMBER (THRU 6/23)2021-2023 1 $0 reported 5
Sara Allen (former) BOARD MEMBER (THRU 06/22)2021-2022 1 $0 reported 1
Caleb Offley (former) BOARD MEMBER (THRU 06/22)2021-2022 1 $0 reported 1

People by year

2024 · 17 people listed · 10 paid, $2.9M · 66 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER40 $449,322$0$35,986 $485,3081
TEMPLE S LOVELACE EXECUTIVE DIRECTOR40 $257,469$0$37,813 $295,2821
CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER40 $277,197$0$15,772 $292,9691
REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR40 $253,854$0$35,999 $289,8531
MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER40 $258,651$0$30,462 $289,1131
ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER40 $241,303$0$43,921 $285,2241
AUBREY FRANCISCO EXECUTIVE DIRECTOR40 $222,960$0$28,803 $251,7631
MICHELLE TIU EXECUTIVE DIRECTOR40 $205,172$0$27,876 $233,0481
YASMENE MUMBY DIRECTOR OF COMMUNICATIONS40 $201,434$0$29,274 $230,7081
SASHA RABKIN START 512024 CHIEF PROGRAM INNOVATION & STRATEGY40 $198,263$0$21,010 $219,2731
JIM SHELTON BOARD MEMBER, CO-CHAIR1 $0$0$0 $01
NAILAH NASIR BOARD MEMBER, CO-CHAIR1 $0$0$0 $01
ANA PONCE BOARD MEMBER1 $0$0$0 $01
CASSANDRA HERRING BOARD MEMBER1 $0$0$0 $01
BROR SAXBERG BOARD MEMBER1 $0$0$0 $01
JEFF LIVINGSTON BOARD MEMBER1 $0$0$0 $01
PARAG PATHAK BOARD MEMBER1 $0$0$0 $01
2023 · 19 people listed · 12 paid, $3.1M · 69 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER40 $315,000$0$28,815 $343,8151
MELINA UNCAPHER CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23)40 $316,034$0$25,986 $342,0202
ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER40 $278,775$0$41,746 $320,5211
MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER40 $267,727$0$35,314 $303,0411
TEMPLE S LOVELACE EXECUTIVE DIRECTOR40 $267,727$0$29,658 $297,3851
REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR40 $253,821$0$31,740 $285,5611
AUBREY FRANCISCO EXECUTIVE DIRECTOR40 $256,208$0$28,404 $284,6121
CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER40 $267,727$0$15,266 $282,9931
BRANDY NELSON ACADEMIC DIRECTOR40 $220,375$0$17,528 $237,9031
LAUREN LAN KO UYESHIRO DIRECTOR OF PRODUCT40 $215,000$0$10,750 $225,7501
BROR SAXBERG INTERIM CEO(01/23 TO 03/23)/BOARD MEMBER40 $72,417$0$4,173 $76,5901
STACEY CHILDRESS CEO/BOARD PRESIDENT (THRU 1/23)40 $69,790$0$4,983 $74,7737
CASSANDRA HERRING BOARD MEMBER1 $0$0$0 $01
JEFF LIVINGSTON BOARD MEMBER1 $0$0$0 $01
NAILAH NASIR BOARD MEMBER/CO-CHAIR1 $0$0$0 $01
LISETTE NIEVES BOARD MEMBER (THRU 6/23)1 $0$0$0 $05
PARAG A PATHAK BOARD MEMBER1 $0$0$0 $01
ANA PONCE BOARD MEMBER1 $0$0$0 $01
JIM SHELTON BOARD MEMBER/CO-CHAIR1 $0$0$0 $01
2022 · 21 people listed · 11 paid, $3.1M · 51 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STACEY CHILDRESS CEO/BOARD PRESIDENT8 $399,999$150,006$33,311 $583,3167
MELINA UNCAPHER CHIEF OF RESEARCH & DEVELO40 $295,600$0$26,426 $322,0262
REBECCA KOCKLER EASTERLING PROGRAM DIRECTOR40 $259,300$0$32,157 $291,4571
TEMPLE S LOVELACE PROGRAM DIRECTOR40 $259,300$0$30,112 $289,4121
MARVIN SMITH CHIEF PUBLIC AFFAIRS OFFIC40 $259,300$0$27,970 $287,2701
AUBREY FRANCISCO PROGRAM DIRECTOR40 $250,000$0$28,209 $278,2091
CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER40 $259,300$0$14,379 $273,6791
BRANDY NELSON ACADEMIC DIRECTOR40 $215,000$0$18,411 $233,4111
ENID MARIE ROSARIO-RAMOS SR MANAGER, PROGRAM ENGAGEMENT40 $193,424$0$29,012 $222,4361
BEKI BAHAR-ENGLER COO/TREASURER (AS OF 09/22)40 $144,346$0$21,388 $165,7341
DARYL PEAGLER CIO/BOARD TREASURER (THRU 07/22)40 $139,151$0$13,380 $152,5312
BROR SAXBERG SECRETARY1 $0$0$0 $01
LISETTE NIEVES BOARD MEMBER1 $0$0$0 $05
JIM SHELTON BOARD MEMBER1 $0$0$0 $01
CASSANDRA HERRING BOARD MEMBER (AS OF 07/22)1 $0$0$0 $01
JEFF LIVINGSTON BOARD MEMBER (AS OF 07/22)1 $0$0$0 $01
NAILAH NASIR BOARD MEMBER (AS OF 01/22)1 $0$0$0 $01
ANA PONCE BOARD MEMBER (AS OF 07/22)1 $0$0$0 $01
PARAG A PATHAK BOARD MEMBER (AS OF 07/22)1 $0$0$0 $01
SARA ALLEN BOARD MEMBER (THRU 06/22)1 $0$0$0 $01
CALEB OFFLEY BOARD MEMBER (THRU 06/22)1 $0$0$0 $01
2021 · 17 people listed · 12 paid, $2.7M · 28 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STACEY CHILDRESS CEO/BOARD PRESIDENT40 $399,999$150,007$31,560 $581,5667
MELINA UNCAPHER CHIEF OF RESEARCH & DEVELOPMENT40 $285,000$0$25,061 $310,0612
TEMPLE LOVELACE PROGRAM DIRECTOR40 $249,053$0$27,770 $276,8231
MARVIN SMITH CHIEF PUBLIC AFFAIRS OFFICER40 $219,701$0$15,027 $234,7281
DARYL PEAGLER CIO/BOARD TREASURER40 $213,750$0$20,396 $234,1462
AUBREY FRANCISCO PROGRAM DIRECTOR40 $208,900$0$24,734 $233,6341
CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER40 $169,424$0$11,289 $180,7131
ENID MARIE ROSARIO-RAMOS DEPUTY PROGRAM DIRECTOR40 $125,000$0$16,356 $141,3561
ANA VAZQUEZ SENIOR MANAGER, INVESTMENT OPS40 $107,500$0$26,897 $134,3971
KARIN LANGE EDUCATOR CO-DESIGN MANAGER40 $113,700$0$19,245 $132,9451
REBECCA KOCKLER EASTERLING PROGRAM DIRECTOR40 $115,530$0$14,174 $129,7041
ADAM EDWARD SMITH DESIGNING FOR EQUITY MANAGER40 $102,500$0$17,502 $120,0021
BROR SAXBERG SECRETARY1 $0$0$0 $01
SARA ALLEN BOARD MEMBER1 $0$0$0 $01
LISETTE NIEVES BOARD MEMBER1 $0$0$0 $05
CALEB OFFLEY BOARD MEMBER1 $0$0$0 $01
JIM SHELTON BOARD MEMBER1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $9.9M
NameLocationServicePaid
CAMBIAR EDUCATIONSAN DIEGO, CARESEARCH PARTNERSHIP$4,697,408
STANFORD UNIVERSITYPALO ALTO, CARESEARCH PARTNERSHIP$1,350,000
TARMAC LLCSHOREVIEW, MNRESEARCH PARTNERSHIP$1,345,150
AMERICAN INSTITUTES FOR RESEARCH IN BEHAARLINGTON, VARESEARCH PARTNERSHIP$1,250,504
UNIVERSITY OF CALIFORNIA - IRVINEIRVINE, CARESEARCH PARTNERSHIP$1,245,706
2023 · 5 contractors · $5.5M
NameLocationServicePaid
ATOMIC SOFTWARE INCBROOKLYN, NYRESEARCH PARTNERSHIP$2,485,510
UNIVERSITY OF CALIFORNIA - IRVINEIRVINE, CARESEARCH PARTNERSHIP$825,339
DATA MACHINES CORPASHBURN, VARESEARCH PARTNERSHIP$818,995
MODERN MANTRA LLCSHERIDAN, WYRESEARCH PARTNERSHIP$717,876
MIND RESEARCH INSTITUTEIRVINE, CARESEARCH PARTNERSHIP$675,377
2022 · 5 contractors · $4.5M
NameLocationServicePaid
NEWSCHOOLS VENTURE FUNDOAKLAND, CASHARED SERVICES$1,165,440
MODERN MANTRASHERIDAN, WYRESEARCH PARTNERSHIP$928,628
SAGA INNOVATIONS INC DBA WOOT MATHNEWTON, MARESEARCH PARTNERSHIP$843,615
THE 21ST CENTURY PARTNERSHIP FOR STEM EDCONSHOHOCKEN, PARESEARCH PARTNERSHIP$843,499
MIND RESEARCH INSTITUTEIRVINE, CARESEARCH PARTNERSHIP$741,630
2021 · 5 contractors · $4.9M
NameLocationServicePaid
MIND RESEARCH INSTITUTEIRVINE, CARESEARCH PARTNERSHIP$1,223,509
NEWSCHOOLS VENTURE FUNDOAKLAND, CASHARED SERVICES$1,177,819
ENLEARNSEATTLE, WARESEARCH PARTNERSHIP$1,087,403
SAGA INNOVATIONS INC DBA WOOT MATHNEWTON, MARESEARCH PARTNERSHIP$753,222
THE 21ST CENTURY PARTNERSHIP FOR STEM EDCONSHOHOCKEN, PARESEARCH PARTNERSHIP$692,877

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 · 12 grants to organizations · $297K

Listed grants add up to $297,367; the return's “grants paid” expense line says $326,867. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 4 grants to organizations · $97K

Listed grants add up to $97,322; the return's “grants paid” expense line says $100,122. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 5 grants to organizations · $206K

Listed grants add up to $206,411; the return's “grants paid” expense line says $216,060. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 3 grants to organizations · $309K

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
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$29,286,831$37,419,289 $51,592,457$45,962,687 $27,475,000$0 $1,571,886667
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$28,731,484$30,804,615 $55,861,921$53,387,416 $26,545,000$0 $1,743,751697
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$42,576,164$22,843,519 $57,411,486$55,211,818 $41,610,000$0 $1,628,4265110
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$32,842,563$15,166,571 $37,818,730$36,080,727 $32,770,000$0 $1,895,971285

Funders of this organization

3 grantors reported grants to this organization, $136,630,000 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2021-2022 2$57,200,000 2022$7,200,000
show
GATES FOUNDATION Private foundation Fuzzy filed as “ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND” 2021-2024 7$43,030,000 2024$10,075,000
show
WALTON FAMILY FOUNDATION INC Private foundation Fuzzy filed as “Advanced Education Research and Development Fund” 2021-2024 4$36,400,000 2024$8,400,000
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
EFFECTIVE VENTURES FOUNDATION USACAB05 $23,675,475$32,404,027 PRESIDENT & CEO$383,122 Same NTEE code B05, revenue within 2x, same state
ACCELERATE - THE NATIONAL COLLABORATIVE FOR ACCELERATED LEARTNB05 $14,985,752$15,086,502 CHIEF EXECUTIVE OFFICER$495,301 Same NTEE code B05, revenue within 2x
R STREET INSTITUTEDCB05 $15,095,416$14,464,327 PRESIDENT$374,542 Same NTEE code B05, revenue within 2x
REGENSTRIEF INSTITUTE INCINB05 $25,842,905$27,355,934 Board Member$1,283,676 Same NTEE code B05, revenue within 2x
AMERICA FIRST POLICY INSTITUTETXB05 $51,061,493$37,889,561 PRESIDENT & CEO$809,155 Same NTEE code B05, revenue within 2x
COMMIT2DALLASTXB05 $48,073,476$32,770,008 President$279,054 Same NTEE code B05, revenue within 2x
US CHAMBER OF COMMERCE FOUNDATIONDCB05 $42,251,033$44,438,918 Director, CEO$8,391,682 Same NTEE code B05, revenue within 2x
THE MIND TRUST INCINB05 $57,932,587$35,611,037 CEO$417,980 Same NTEE code B05, revenue within 2x
UI LABSILB05 $25,970,793$32,414,411 CEO$385,845 Same NTEE code B05, revenue within 2x
BIOSTLMOB05 $17,847,401$13,913,345 PRESIDENT, SECRETARY, TREASURER$754,162 Same NTEE code B05, revenue within 2x
THE RP GROUP INCCAB05 $6,807,745$5,964,642 Director$268,646 Same NTEE code B05, revenue within 5x, same state
LEARNING POLICY INSTITUTECAB05 $10,514,616$16,502,674 Director/CEO$576,347 Same NTEE code B05, revenue within 5x, same state
MISSISSIPPI STATE UNIVERSITY ADVANCED RESEARCH AND DEVELOPMENTMSB05 $10,456,376$10,662,635 DIRECTOR$169,160 Same NTEE code B05, revenue within 5x, similar name
EDUCATION REFORM NOW ADVOCACY INCNYB05 $9,805,291$12,191,998 VICE PRESIDENT, POLICY$245,291 Same NTEE code B05, revenue within 5x
EXCELENCIA IN EDUCATION INCDCB05 $6,328,023$6,563,954 PRESIDENT$300,943 Same NTEE code B05, revenue within 5x
UNIVERSITY OF ARIZONA APPLIED RESEARCH CORPORATIONAZB05 $6,939,078$6,267,811 DIRECTOR$478,015 Same NTEE code B05, revenue within 5x
OHIO STATE INNOVATION FOUNDATIONOHB05 $14,225,608$14,763,196 DIRECTOR$1,202,313 Same NTEE code B05, revenue within 5x
EXTENSION FOUNDATIONMOB05 $11,668,825$10,668,526 CEO$0 Same NTEE code B05, revenue within 5x
CAMPUS COMPACTMAB05 $8,120,365$8,727,560 PRESIDENT$280,828 Same NTEE code B05, revenue within 5x
AMERICAN BANKRUPTCY INSTITUTEVAB05 $11,026,222$11,586,192 EXECUTIVE DIRECTOR$481,644 Same NTEE code B05, revenue within 5x
AMERICAN CORNERSTONE INSTITUTE INCDCB05 $12,057,456$12,375,071 CHAIR$381,818 Same NTEE code B05, revenue within 5x
TELESCOPE FOUNDATIONDCB05 $9,012,397$2,019,904 MANAGING DIRECTOR$307,197 Same NTEE code B05, revenue within 5x
INSTITUTE FOR THE STUDY OF WAR INCDCB05 $8,244,937$6,699,775 PRESIDENT$229,440 Same NTEE code B05, revenue within 5x
ABUNDANCE INSTITUTEUTB05 $7,096,663$5,671,126 CEO$206,250 Same NTEE code B05, revenue within 5x
CALYX INSTITUTENYB05 $7,198,949$6,611,380 President$255,672 Same NTEE code B05, revenue within 5x

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
GATES FOUNDATION funds this one Private foundation$115,144,796161 132010–2024 COMMIT2DALLAS; US CHAMBER OF COMMERCE FOUNDATION; EXCELENCIA IN EDUCATION INC; ESKOLTA SCHOOL RESEARCH AND DESIGN INC and 9 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$108,267,382165 402016–2024 OPEN LIBRARY OF RICHMOND INC; EXCELENCIA IN EDUCATION INC; AMERICA FIRST POLICY INSTITUTE; BIOSTL and 36 more
SILICON VALLEY COMMUNITY FOUNDATION funds this one DAF sponsor$85,606,07271 132010–2024 EFFECTIVE VENTURES FOUNDATION USA; OHANA FOUNDATION FOR TECHNICAL DEVELOPMENT; US CHAMBER OF COMMERCE FOUNDATION; NATIONAL COUNCIL ON TEACHER QUALITY and 9 more
NATIONAL PHILANTHROPIC TR DAF sponsor$56,823,48772 212014–2024 THE MIND TRUST INC; EFFECTIVE VENTURES FOUNDATION USA; ACCELERATE - THE NATIONAL COLLABORATIVE FOR ACCELERATED LEAR; INSTITUTE FOR THE STUDY OF WAR INC and 17 more
REGENSTRIEF FOUNDATION INC Private foundation$49,915,22210 12015–2024 REGENSTRIEF INSTITUTE INC
WALTON FAMILY FOUNDATION INC funds this one Private foundation$48,369,38662 122020–2024 EDUCATION REFORM NOW INC; ACCELERATE - THE NATIONAL COLLABORATIVE FOR ACCELERATED LEAR; THE MIND TRUST INC; LEARNING POLICY INSTITUTE and 8 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$38,306,646104 282014–2024 TELESCOPE FOUNDATION; GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC; COMMIT2DALLAS; EDUCATION REFORM NOW INC and 24 more
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$30,633,19264 62010–2024 LEARNING POLICY INSTITUTE; R STREET INSTITUTE; INSTITUTE FOR EVIDENCE-BASED CHANGE; BEHAVIORAL SCIENCE AND POLICY ASSOCIATION and 2 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$26,083,25946 172020–2024 INSTITUTE FOR THE STUDY OF WAR INC; EFFECTIVE VENTURES FOUNDATION USA; EDUCATION REFORM NOW INC; POSTSECONDARY COMMISSION INC and 13 more
WASHINGTON UNIVERSITY DAF sponsor$23,651,70220 32012–2024 BIOSTL; GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC; UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC
GOOD VENTURES FOUNDATION Private foundation$22,946,29420 12022–2024 EFFECTIVE VENTURES FOUNDATION USA
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$21,853,50023 122017–2024 OPEN LIBRARY OF RICHMOND INC; AMERICA FIRST POLICY INSTITUTE; POSTSECONDARY COMMISSION INC; EDUCATION REFORM NOW INC and 8 more
THE CHICAGO COMMUNITY TRUST DAF sponsor$20,653,81620 72016–2023 LEARNING POLICY INSTITUTE; CIVIC CONSULTING ALLIANCE; UI LABS; CENTER FOR COMPUTATIONAL SCIENCE RESEARCH INC and 3 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$18,341,70025 112019–2024 COMMIT2DALLAS; GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC; LEARNING POLICY INSTITUTE; AMERICA FIRST POLICY INSTITUTE and 7 more
STARR FOUNDATION Private foundation$16,049,7257 22019–2024 US CHAMBER OF COMMERCE FOUNDATION; INSTITUTE FOR THE STUDY OF WAR INC

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 · $37,419,289 spent · pay $10,899,995 · grants $326,867 · events $349,993
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $23,773,527$22,935,745$837,782- 63.5%
Other salaries and wages $6,852,680$5,308,786$1,467,106$76,788 18.3%
Pay: officers, directors, trustees, key employees $1,571,886$713,843$413,788$444,255 4.2%
Other employee benefits $1,470,254$1,353,148$108,205$8,901 3.9%
Information technology $651,357$614,663$36,694- 1.7%
Travel $619,634$532,279$87,355- 1.7%
Payroll taxes $560,767$433,764$99,641$27,362 1.5%
Pension plan contributions $444,408$375,543$64,395$4,470 1.2%
Advertising and promotion $412,146$407,137$5,009- 1.1%
Grants to US organizations and governments $326,867$326,867-- 0.9%
Office expenses $280,587$254,419$26,168- 0.7%
Other (as described) EventEVENTS $239,016$202,398$36,618- 0.6%
Conferences, conventions and meetings $110,977$93,309$17,668- 0.3%
Fees: accounting $52,016-$52,016- 0.1%
Insurance $33,639-$33,639- 0.1%
Fees: legal $17,820$615$17,205- 0.0%
Occupancy $1,708-$1,708- 0.0%
Total$37,419,289100%

View the filing

2023 · Form 990 · $30,804,615 spent · pay $11,189,227 · grants $100,122 · events $171,289
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $17,705,284$17,351,922$353,362- 57.5%
Other salaries and wages $7,420,140$6,462,364$942,805$14,971 24.1%
Pay: officers, directors, trustees, key employees $1,743,751$745,387$610,911$387,453 5.7%
Other employee benefits $915,346$683,667$218,086$13,593 3.0%
Payroll taxes $662,716$530,971$110,537$21,208 2.2%
Travel $496,055$443,166$52,889- 1.6%
Information technology $454,803$404,701$50,102- 1.5%
Pension plan contributions $447,274$389,814$56,412$1,048 1.5%
Office expenses $323,683$292,857$30,826- 1.1%
Advertising and promotion $250,504$250,389$115- 0.8%
Grants to US organizations and governments $100,122$100,122-- 0.3%
Other (as described) EventEVENTS $85,893$85,893$0- 0.3%
Conferences, conventions and meetings $85,396$73,099$12,297- 0.3%
Fees: accounting $48,791-$48,791- 0.2%
Fees: legal $42,376$41,375$1,001- 0.1%
Insurance $20,804-$20,804- 0.1%
Occupancy $1,677$965$712- 0.0%
Total$30,804,615100%

View the filing

2022 · Form 990 · $22,843,519 spent · pay $7,219,668 · grants $216,060 · events $497,381
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $13,970,701$12,454,435$1,516,266- 61.2%
Other salaries and wages $4,315,584$3,902,759$388,756$24,069 18.9%
Pay: officers, directors, trustees, key employees $1,628,426$1,460,624$108,201$59,601 7.1%
Other employee benefits $614,555$601,697$9,356$3,502 2.7%
Information technology $465,848$190,296$275,372$180 2.0%
Payroll taxes $405,303$372,879$30,332$2,092 1.8%
Conferences, conventions and meetings $278,066$266,182$11,884- 1.2%
Pension plan contributions $255,800$250,146$4,182$1,472 1.1%
Other (as described) EventEVENTS $219,315$122,639$96,676- 1.0%
Grants to US organizations and governments $216,060$216,060-- 0.9%
Travel $204,425$127,553$76,872- 0.9%
Office expenses $106,460$45,991$60,349$120 0.5%
Fees: legal $85,227-$85,227- 0.4%
Advertising and promotion $35,763$9,500$26,263- 0.2%
Insurance $31,360-$31,360- 0.1%
Fees: accounting $8,321-$8,321- 0.0%
Occupancy $1,538$828$710- 0.0%
Interest $767$243$524- 0.0%
Total$22,843,519100%

View the filing

2021 · Form 990 · $15,166,571 spent · pay $3,758,434 · grants $309,416 · events $29,739
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $10,285,756$8,419,264$1,866,492- 67.8%
Pay: officers, directors, trustees, key employees $1,895,971$1,150,815$521,325$223,831 12.5%
Other salaries and wages $1,190,952$592,861$598,091- 7.9%
Advertising and promotion $432,853-$432,853- 2.9%
Other employee benefits $405,907$246,261$144,623$15,023 2.7%
Grants to US organizations and governments $309,416$309,416-- 2.0%
Payroll taxes $196,330$124,424$61,752$10,154 1.3%
Information technology $174,382$25,350$148,526$506 1.1%
Fees: legal $82,003-$82,003- 0.5%
Pension plan contributions $69,274$37,985$31,289- 0.5%
Office expenses $58,438$30,032$28,067$339 0.4%
Conferences, conventions and meetings $23,867$14,032$9,835- 0.2%
Travel $19,774$11,122$7,859$793 0.1%
Insurance $14,384-$14,384- 0.1%
Other (as described) EventEVENTS $5,872$5,676$196- 0.0%
Fees: accounting $1,050-$1,050- 0.0%
Interest $342-$342- 0.0%
Total$15,166,571100%

View the filing