HONOLULU SYMPHONY FOUNDATION INC

Cite this

Plain text HONOLULU SYMPHONY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/honolulu-symphony-foundation-inc-990340522. Retrieved 2026-10-29.

APA furp.org. (n.d.). HONOLULU SYMPHONY FOUNDATION INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/honolulu-symphony-foundation-inc-990340522

MLA “HONOLULU SYMPHONY FOUNDATION INC.” furp.org, tax years 2010–2024, https://furp.org/org/honolulu-symphony-foundation-inc-990340522. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $1.4M · expenses $737K · assets $12.5M

EIN
99-0340522
Address
CO 999 BISHOP STREET 2200, HONOLULU, HI 96813-0000
NTEE code
T11
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2000 (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, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

THE HONOLULU SYMPHONY FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING SUPPORT FOR THE HAWAII SYMPHONY ORCHESTRA, A 501(C)(3) ORGANIZATION, FOR AS LONG AS IT OPERATES A PROFESSIONAL SYMPHONY ORCHESTRA.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 25 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

25 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
Jason Kravitt DIRECTOR2019-2024 0 $0 reported 8
Lynne Johnson PRESIDENT2010-2024 0 $0 reported 1
Mark Wong VICE-PRESIDENT2010-2024 0 $0 reported 5
Kristi Maynard TREASURER2018-2024 0 $0 reported 1
Lisa Nakamichi SECRETARY2010-2024 1 $0 reported 1
Paul Kosasa DIRECTOR2012-2024 0 $0 reported 2
Bill Atwater DIRECTOR2018-2024 0 $0 reported 1
Ignace Jang DIRECTOR2024 0 $0 reported 1
Terrina Wong DIRECTOR2024 0 $0 reported 1
J Scott Janusch (former) DIRECTOR2010-2023 0 $0 reported 1
Kenneth Robbins (former) DIRECTOR2012-2018 0 $0 reported 5
Richard Ing (former) DIRECTOR2012-2018 0 $0 reported 2
Jonathan Parrish (former) DIRECTOR2014-2018 0 $0 reported 2
Wesley Ys Chang (former) PRESIDENT/DIRECTOR2010-2017 0 $0 reported 1
Rix Maurer (former) TREASURER/DIRECTOR2014-2015 1 $0 reported 1
Ruth Ann Becker (former) director2014-2015 0 $0 reported 1
Peter Tomozawa (former) DirECTOR2014-2015 0 $0 reported 1
David Okabe (former) TREASURER2010-2012 1 $0 reported 1
Steve Flanter (former) DIRECTOR2010-2012 0 $0 reported 1
Edward Eu (former) DIRECTOR2010-2011 0 $0 reported 1
Larry Rodriguez (former) DIRECTOR2010-2011 0 $0 reported 1
Gaye Glaser (former) DIRECTOR2010 0 $0 reported 1
John Levas (former) DIRECTOR2010 0 $0 reported 1
Peter Shaindlin (former) DIRECTOR2010 0 $0 reported 1
Kimberly Miyazawa-Frank (former) DIRECTOR2010 0 $0 reported 1

People by year

2024 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT0 $0$0$0 $01
MARK WONG VICE-PRESIDENT0 $0$0$0 $05
KRISTI MAYNARD TREASURER0 $0$0$0 $01
LISA NAKAMICHI SECRETARY1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
PAUL KOSASA DIRECTOR0 $0$0$0 $02
BILL ATWATER DIRECTOR0 $0$0$0 $01
IGNACE JANG DIRECTOR0 $0$0$0 $01
TERRINA WONG DIRECTOR0 $0$0$0 $01
2023 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
KRISTI MAYNARD TREASURER/DIRECTOR0 $0$0$0 $01
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
BILL ATWATER DIRECTOR0 $0$0$0 $01
2022 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
KRISTI MAYNARD TREASURER/DIRECTOR0 $0$0$0 $01
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
BILL ATWATER DIRECTOR0 $0$0$0 $01
2021 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
KRISTI MAYNARD TREASURER/DIRECTOR0 $0$0$0 $01
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
BILL ATWATER DIRECTOR0 $0$0$0 $01
2020 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
KRISTI MAYNARD TREASURER/DIRECTOR0 $0$0$0 $01
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
BILL ATWATER DIRECTOR0 $0$0$0 $01
2019 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
JASON KRAVITT DIRECTOR0 $0$0$0 $08
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
KRISTI MAYNARD TREASURER/DIRECTOR0 $0$0$0 $01
BILL ATWATER DIRECTOR0 $0$0$0 $01
2018 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNNE JOHNSON PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
RICHARD ING DIRECTOR0 $0$0$0 $02
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
KENNETH ROBBINS DIRECTOR0 $0$0$0 $05
JONATHAN PARRISH DIRECTOR0 $0$0$0 $02
PAUL KOSASA DIRECTOR0 $0$0$0 $02
KRISTI MAYNARD DIRECTOR0 $0$0$0 $01
BILL ATWATER DIRECTOR0 $0$0$0 $01
2017 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WESLEY YS CHANG PRESIDENT/DIRECTOR0 $0$0$0 $01
MARK WONG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
RICHARD ING DIRECTOR0 $0$0$0 $02
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
KENNETH ROBBINS DIRECTOR0 $0$0$0 $05
JONATHAN PARRISH DIRECTOR0 $0$0$0 $02
PAUL KOSASA DIRECTOR0 $0$0$0 $02
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WESLEY YS CHANG PRESIDENT/DIRECTOR0 $0$0$0 $01
Mark Wong vICE-PRESIDENT/DIRECTOR0 $0$0$0 $05
lisa nakamichi secretary/DIRECTOR1 $0$0$0 $01
RICHARD ING DirECTOR0 $0$0$0 $02
j SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
kenneth robbins dirECTOR0 $0$0$0 $05
JONATHAN PARRISH DirECTOR0 $0$0$0 $02
PAUL KOSASA direCTOR0 $0$0$0 $02
2015 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
mark wong PRESIDENT/VICE-PRESIDENT/DIRECTOR1 $0$0$0 $05
WESLEY CHANG PRESIDENT/VICE-PRESIDENT/DIRECTOR0 $0$0$0 $01
RIX MAURER TREASURER/DIRECTOR1 $0$0$0 $01
lisa nakamichi secretary/DIRECTOR1 $0$0$0 $01
lynne johnson dirECTOR0 $0$0$0 $01
RUTH ANN BECKER director0 $0$0$0 $01
PETER TOMOZAWA DirECTOR0 $0$0$0 $01
JONATHAN PARRISH DirECTOR0 $0$0$0 $02
PAUL KOSASA direCTOR0 $0$0$0 $02
RICHARD ING DirECTOR0 $0$0$0 $02
kenneth robbins dirECTOR0 $0$0$0 $05
j SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
2014 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK WONG PRESIDENT/DIRECTOR6 $0$0$0 $05
WESLEY CHANG VICE-PRESIDENT/DIRECTOR0 $0$0$0 $01
RIX MAURER TREASURER/DIRECTOR1 $0$0$0 $01
LISA NAKAMICHI SECRETARY/DIRECTOR1 $0$0$0 $01
LYNNE JOHNSON DIRECTOR0 $0$0$0 $01
RUTH ANN BECKER DIRECTOR0 $0$0$0 $01
PETER TOMOZAWA DIRECTOR0 $0$0$0 $01
JONATHAN PARRISH DIRECTOR0 $0$0$0 $02
PAUL KOSASA DIRECTOR0 $0$0$0 $02
RICHARD ING DIRECTOR0 $0$0$0 $02
KENNETH ROBBINS DIRECTOR0 $0$0$0 $05
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
2012 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK WONG CHAIRMAN6 $0$0$0 $05
LISA NAKAMICHI SECRETARY1 $0$0$0 $01
DAVID OKABE TREASURER1 $0$0$0 $01
LYNNE JOHNSON DIRECTOR0 $0$0$0 $01
WESLEY CHANG DIRECTOR0 $0$0$0 $01
STEVE FLANTER DIRECTOR0 $0$0$0 $01
PAUL KOSASA DIRECTOR0 $0$0$0 $02
KENNETH ROBBINS DIRECTOR0 $0$0$0 $05
RICHARD ING DIRECTOR0 $0$0$0 $02
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK WONG CHAIRMAN6 $0$0$0 $05
LISA NAKAMICHI SECRETARY1 $0$0$0 $01
DAVID OKABE TREASURER1 $0$0$0 $01
EDWARD EU DIRECTOR0 $0$0$0 $01
LYNNE JOHNSON DIRECTOR0 $0$0$0 $01
WESLEY CHANG DIRECTOR0 $0$0$0 $01
LARRY RODRIGUEZ DIRECTOR0 $0$0$0 $01
2010 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK WONG CHAIRMAN6 $0$0$0 $05
LISA NAKAMICHI SECRETARY1 $0$0$0 $01
DAVID OKABE TREASURER1 $0$0$0 $01
EDWARD EU DIRECTOR0 $0$0$0 $01
GAYE GLASER DIRECTOR0 $0$0$0 $01
LYNNE JOHNSON DIRECTOR0 $0$0$0 $01
JOHN LEVAS DIRECTOR0 $0$0$0 $01
WESLEY CHANG DIRECTOR0 $0$0$0 $01
PETER SHAINDLIN DIRECTOR0 $0$0$0 $01
J SCOTT JANUSCH DIRECTOR0 $0$0$0 $01
LARRY RODRIGUEZ DIRECTOR0 $0$0$0 $01
KIMBERLY MIYAZAWA-FRANK DIRECTOR0 $0$0$0 $01
STEVE FLANTER DIRECTOR0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

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 · 1 grant to organizations · $550K
2023 · 1 grant to organizations · $712K
2022 · 1 grant to organizations · $568K
2021 · 1 grant to organizations · $559K
2020 · 1 grant to organizations · $406K
2019 · 1 grant to organizations · $695K
2018 · 1 grant to organizations · $220K
2017 · 1 grant to organizations · $582K
2016 · 1 grant to organizations · $679K
2015 · 1 grant to organizations · $149K
2014 · 1 grant to organizations · $656K
2012 · 1 grant to organizations · $538K
2011 · 1 grant to organizations · $400K
2010 · 1 grant to organizations · $537K

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 2025-06-30 · view filing · original 990 ↗
$1,437,950$737,221 $12,482,439$12,103,601 $282,697$0 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$960,227$912,791 $12,133,048$11,152,085 $73,779$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$668,243$766,573 $11,903,818$10,382,326 $143,895$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$2,090,602$727,826 $11,549,493$9,853,719 $151,781$0 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,687,390$551,857 $13,990,900$11,649,448 $19,400$0 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$1,222,207$902,847 $11,983,213$9,097,208 $25,083$0 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$817,744$465,606 $12,619,046$9,200,570 $24,000$0 $000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$1,152,051$802,070 $12,537,468$8,642,718 $175,006$0 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$685,523$853,306 $11,999,529$8,027,032 $8,000$0 $000
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$433,340$317,446 $11,333,641$7,452,258 $8,403$0 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$946,287$812,218 $11,314,102$7,465,626 $48,039$0 $000
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$4,914,524$685,808 $10,638,175$6,789,695 $4,000,000$0 $000
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$601,609$529,410 $10,272,380$2,395,999 $0$0 $000
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$785,771$3,874,055 $10,486,866$2,603,148 $0$0 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

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
CN WODEHOUSE HAWAII CHILDRENS TR FUND TRHIT11 $1,956,390$648,494 TRUSTEE$93,934 Same NTEE code T11, revenue within 2x, same state
THE KANSAS CITY SYMPHONY FOUNDATIONMOT11 $2,478,382$1,473,718 PRESIDENT$0 Same NTEE code T11, revenue within 2x, similar name
WTVI FOUNDATION INCNCT11 $2,127,999$2,099,422 SECRETARY$549,380 Same NTEE code T11, revenue within 2x, similar name
PREVAIL FOUNDATION INCINT11 $1,420,896$207,502 PRESIDENT$0 Same NTEE code T11, revenue within 2x
WFYI FOUNDATION INCINT11 $1,523,864$59,938 PRESIDENT AND CEO$287,165 Same NTEE code T11, revenue within 2x, similar name
WATERFALL FOUNDATION INCGAT11 $1,042,635$21,965,205 TRUSTEE$0 Same NTEE code T11, revenue within 2x
R S HOYT JR FAMILY FOUNDATIONAZT11 $1,130,897$739,490 PRESIDENT$594,208 Same NTEE code T11, revenue within 2x
HALPERN-OPPENHEIMER FAMILY FOUNDATION INCGAT11 $1,472,898$1,352,689 PRESIDENT$0 Same NTEE code T11, revenue within 2x
WOLASKY FAMILY FOUNDATION INCMDT11 $2,005,783$2,288,906 PRESIDENT AND PUBLIC DIRECTOR$0 Same NTEE code T11, revenue within 2x
BALMER FOUNDATION INCSCT11 $1,506,359$2,265,212 Secretary$0 Same NTEE code T11, revenue within 2x
SB7 SUPPORT FOUNDATION INCMDT11 $1,019,266$1,549,238 TREASURER$0 Same NTEE code T11, revenue within 2x
FEDERATION HOUSING FOUNDATION INCPAT11 $1,488,601$312,878 PRESIDENT$0 Same NTEE code T11, revenue within 2x
LYLES FOUNDATIONCAT11 $1,620,681$1,076,664 Trustee$0 Same NTEE code T11, revenue within 2x
NEUBERGER FAMILY FOUNDATION INCMDT11 $1,374,718$413,527 PRESIDENT & PUBLIC DIR. UNTIL 07/24$1,170,535 Same NTEE code T11, revenue within 2x
THE RICHMAN FAMILY FOUNDATION INCMDT11 $1,418,865$3,898,040 PRESIDENT & PUBLIC DIR. UNTIL 07/24$1,170,535 Same NTEE code T11, revenue within 2x
MENORAH HERITAGE FOUNDATIONKST11 $1,271,070$3,410,576 PRESIDENT & CEO$220,172 Same NTEE code T11, revenue within 2x
SHEPHERDS FOUNDATION INCWIT11 $2,788,050$2,837,490 DIRECTOR$200,874 Same NTEE code T11, revenue within 2x
SANCTUARY GOLF CLUB FOUNDATION INCFLT11 $721,710$656,732 CHIEF ADMINI$34,327 Same NTEE code T11, revenue within 2x
CHARRO FOUNDATIONAZT11 $2,526,456$1,888,488 Director$0 Same NTEE code T11, revenue within 2x
ALL LIFE FOUNDATIONOHT11 $1,757,254$1,959,797 Vice President and Public Trustee$378,793 Same NTEE code T11, revenue within 2x
WORLD POULTRY FOUNDATION INCGAT11 $1,483,138$3,465,368 DIRECTOR$393,286 Same NTEE code T11, revenue within 2x
HEBREW ACADEMY OF TIDEWATER FOUNDATION INCVAT11 $938,227$158,114 DIRECTOR$0 Same NTEE code T11, revenue within 2x
SINGER FOUNDATIONNET11 $2,020,811$615,314 PRESIDENT & CEO$290,959 Same NTEE code T11, revenue within 2x
MAHONING VALLEY HISTORICAL SOCIETY FOUNDATION INCOHT11 $2,757,349$199,726 TRUSTEE$0 Same NTEE code T11, revenue within 2x
SUNRISE COMMUNITY FOUNDATION INCFLT11 $1,297,306$155,269 SECRETARY/TREASURER$0 Same NTEE code T11, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GATES FOUNDATION Private foundation$28,489,5819 22016–2023 WORLD POULTRY FOUNDATION INC; HIGHLINE SCHOOLS FOUNDATION FOR EXCELLENCE
WALTER SCOTT FAMILY FOUNDATION Private foundation$14,000,3706 12019–2024 SINGER FOUNDATION
LILLY ENDOWMENT INC Private foundation$5,100,0003 12022–2025 FOUNDATION FOR MISSISSIPPI HISTORY
PERMIAN BASIN AREA FOUNDATION DAF sponsor$4,700,0008 12014–2021 GRACE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$3,132,951105 232016–2024 COMMUNITY ROOTS HOLDING FOUNDATION; CHRISTIAN HEALTH CARE CENTER FOUNDATION INC; RYMAN CARROLL FOUNDATION; UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC and 19 more
FUND FOR CHANGE II INC CO SAUL EWING LLP Private foundation$3,115,9983 12010–2011 FUND FOR CHANGE INC
THE FOUNDATION FOR NORTH AMERICA WILD SHEEP DAF sponsor$1,973,0754 12019–2024 WILD SHEEP LEGACY FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$1,797,24111 42016–2024 RYMAN CARROLL FOUNDATION; FOUNDATION FOR MISSISSIPPI HISTORY; ROXBURY COMMUNITY COLLEGE FOUNDATION INC; HIGHLINE SCHOOLS FOUNDATION FOR EXCELLENCE
GARBAR FAMILY FOUNDATION Private foundation$1,752,3291 12024–2024 THE JEWISH COMMUNITY FOUNDATION OF EL PASO
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,687,89481 212014–2024 LAKESIDE CHAUTAUQUA FOUNDATION; HIGHLINE SCHOOLS FOUNDATION FOR EXCELLENCE; OPERATION PATRIOTS FOB INC; ALBERTINA KERR CENTERS FOUNDATION INC and 17 more
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC DAF sponsor$1,497,3122 12015–2019 STANLEY & DOROTHY FRANK FAMILY FOUNDATION
SUNLIGHT GIVING Private foundation$1,460,0008 12019–2024 GOLDEN VALLEY HEALTH CENTERS FOUNDATION
HUGO GOLDSMITH TRUST 22224400 Private foundation$1,188,6707 12019–2025 UNITED WAY OF GREATER CINCINNATI FOUNDATION
COMMUNITY FOUNDATION FOR MISSISSIPPI DAF sponsor$1,047,0507 12014–2024 FOUNDATION FOR MISSISSIPPI HISTORY
JPMORGAN CHASE FOUNDATION Private foundation$1,037,05815 32010–2025 TARRANT COUNTY COLLEGE FOUNDATION; WFYI FOUNDATION INC; CREAM CITY FOUNDATION 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 · $737,221 spent · pay $0 · grants $550,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $550,000$550,000-- 74.6%
Fees: investment management $111,282$111,282-- 15.1%
Interest $43,218$43,218-- 5.9%
Fees: other services $19,993$19,993-- 2.7%
Other (as described)OTHER EXPENSE $8,038$8,038-- 1.1%
Other (as described)TAXES - OTHER $4,690$4,690-- 0.6%
Total$737,221100%

View the filing

2023 · Form 990 · $912,791 spent · pay $0 · grants $711,708 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $711,708$711,708-- 78.0%
Fees: investment management $105,473$105,473-- 11.6%
Interest $76,871$76,871-- 8.4%
Fees: other services $13,613$13,613-- 1.5%
Other (as described)TAXES - OTHER $5,126$5,126-- 0.6%
Total$912,791100%

View the filing

2022 · Form 990 · $766,573 spent · pay $0 · grants $567,756 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $567,756$567,756-- 74.1%
Fees: investment management $102,221$102,221-- 13.3%
Interest $65,453$65,453-- 8.5%
Other (as described)TAXES - OTHER $18,689$18,689-- 2.4%
Fees: other services $12,454$12,454-- 1.6%
Total$766,573100%

View the filing

2021 · Form 990 · $727,826 spent · pay $0 · grants $559,108 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $559,108$559,108-- 76.8%
Fees: investment management $124,851$124,851-- 17.2%
Fees: other services $21,714$21,714-- 3.0%
Interest $18,394$18,394-- 2.5%
Other (as described)TAXES - OTHER $3,759$3,759-- 0.5%
Total$727,826100%

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2020 · Form 990 · $551,857 spent · pay $0 · grants $405,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $405,500$405,500-- 73.5%
Fees: investment management $118,580$118,580-- 21.5%
Interest $23,378$23,378-- 4.2%
Other (as described)TAXES - OTHER $4,399$4,399-- 0.8%
Total$551,857100%

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2019 · Form 990 · $902,847 spent · pay $0 · grants $695,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $695,000$695,000-- 77.0%
Fees: investment management $110,485$110,485-- 12.2%
Interest $77,802$77,802-- 8.6%
Fees: other services $13,432$13,432-- 1.5%
Other (as described)TAXES - OTHER $6,128$6,128-- 0.7%
Total$902,847100%

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2018 · Form 990 · $465,606 spent · pay $0 · grants $220,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $220,000$220,000-- 47.3%
Interest $114,005$114,005-- 24.5%
Fees: investment management $112,713$112,713-- 24.2%
Fees: other services $11,885$11,885-- 2.6%
Other (as described)TAXES - OTHER $7,003$7,003-- 1.5%
Total$465,606100%

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2017 · Form 990 · $802,070 spent · pay $0 · grants $582,248 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $582,248$582,248-- 72.6%
Fees: investment management $117,393$117,393-- 14.6%
Interest $85,394$85,394-- 10.6%
Fees: other services $12,358$12,358-- 1.5%
Other (as described)TAXES - OTHER $4,677$4,677-- 0.6%
Total$802,070100%

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2016 · Form 990 · $853,306 spent · pay $0 · grants $679,398 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $679,398$679,398-- 79.6%
Fees: investment management $103,534$103,534-- 12.1%
Interest $55,057$55,057-- 6.5%
Fees: other services $12,455$12,455-- 1.5%
Other (as described)taxes - other $2,862$2,862-- 0.3%
Total$853,306100%

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2015 · Form 990 · $317,446 spent · pay $0 · grants $149,198 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $149,198$149,198-- 47.0%
Fees: investment management $110,654$110,654-- 34.9%
Interest $40,477$40,477-- 12.8%
Fees: other services $14,650$14,650-- 4.6%
Other (as described)taxes - other $2,467$2,467-- 0.8%
Total$317,446100%

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2014 · Form 990 · $812,218 spent · pay $0 · grants $656,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $656,000$656,000-- 80.8%
Fees: investment management $104,288$104,288-- 12.8%
Interest $34,751$34,751-- 4.3%
Fees: other services $13,964$13,964-- 1.7%
Other (as described)TAXES - OTHER $3,215$3,215-- 0.4%
Total$812,218100%

View the filing

2012 · Form 990 · $685,808 spent · pay $0 · grants $537,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $537,500$537,500-- 78.4%
Fees: investment management $91,001$91,001-- 13.3%
Interest $37,190$37,190-- 5.4%
Fees: other services $16,817$16,817-- 2.5%
Other (as described)TAXES - OTHER $3,300$3,300-- 0.5%
Total$685,808100%

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2011 · Form 990 · $529,410 spent · pay $0 · grants $400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $400,000$400,000-- 75.6%
Fees: investment management $87,652$87,652-- 16.6%
Interest $34,783$34,783-- 6.6%
Fees: legal $4,449$4,449-- 0.8%
Other (as described)TAXES - OTHER $2,526$2,526-- 0.5%
Total$529,410100%

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2010 · Form 990 · $3,874,055 spent · pay $0 · grants $537,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)UNCOLLECTIBLE RECEIVABL $3,174,517$3,174,517-- 81.9%
Grants to US organizations and governments $537,000$537,000-- 13.9%
Fees: investment management $88,570$88,570-- 2.3%
Interest $38,986$38,986-- 1.0%
Fees: other services $32,586$32,586-- 0.8%
Other (as described)TAXES - OTHER $2,055$2,055-- 0.1%
Other (as described)INVESTMENT FEES $341$341-- 0.0%
Total$3,874,055100%

View the filing

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