STRATEGY STUDIO / PUBLIC DATA EXPLORER

GOLDMAN FAMILY FOUNDATION

Cite this

Plain text GOLDMAN FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/201465976. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). GOLDMAN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/201465976

MLA “GOLDMAN FAMILY FOUNDATION.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/201465976. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $27K · expenses $75K · assets $1.2M

EIN
20-1465976
Address
702 N 22ND ST, ALLENTOWN, PA 18104-3904
Website
WWW.JEWISHLEHIGHVALLEY.ORG
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2004
Cross-check
ProPublica Nonprofit Explorer

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 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
Jerilyn A Zimmerman ASSISTANT SECRETARY2019-2024 $225,441$1,234,438 1
Mark L Goldstein (former) ASSISTANT SECRETARY2009-2017 $219,921$1,754,543 6
Mark L Goldstein Dec'D 101118 (former) ASSISTANT SECRETARY2018 $177,415$177,415 1

Officers and directors, no compensation reported

8 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
Roberto Fischmann DIRECTOR2009-2024 0 $0 reported 5
Gary Fromer DIRECTOR2009-2024 0 $0 reported 3
Dr Michael Ufberg DIRECTOR2009-2024 0 $0 reported 6
Nancy Wax Goldman PRESIDENT/TREASURER2009-2024 0 $0 reported 2
Robert Wax DIRECTOR2009-2024 0 $0 reported 3
Steven P Goldman VICE PRESIDENT/SECRETARY2009-2024 0 $0 reported 1
Miriam Zager DIRECTOR2009-2024 0 $0 reported 2
Stanley H Wax (former) DIRECTOR2009-2014 0 $0 reported 2

People by year

2024 · 8 people listed · 1 paid, $225K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $0$210,922$14,519 $225,4411
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2023 · 8 people listed · 1 paid, $219K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $0$208,406$10,675 $219,0811
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2022 · 8 people listed · 1 paid, $198K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $0$192,540$5,200 $197,7401
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2021 · 8 people listed · 1 paid, $205K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $0$190,612$14,159 $204,7711
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2020 · 8 people listed · 1 paid, $209K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $0$195,580$13,313 $208,8931
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2019 · 8 people listed · 1 paid, $179K · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERILYN A ZIMMERMAN ASSISTANT SECRETARY0 $166,619$0$11,893 $178,5121
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2018 · 8 people listed · 1 paid, $177K · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN DEC'D 101118 ASSISTANT SECRETARY0 $0$156,197$21,218 $177,4151
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2017 · 8 people listed · 1 paid, $220K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$194,998$24,923 $219,9216
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2016 · 8 people listed · 1 paid, $224K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$198,905$25,063 $223,9686
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2015 · 8 people listed · 1 paid, $233K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$194,964$37,875 $232,8396
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2014 · 9 people listed · 1 paid, $233K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$200,471$32,445 $232,9166
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
STANLEY H WAX DIRECTOR0 $0$0$0 $02
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2013 · 9 people listed · 1 paid, $214K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$192,423$21,891 $214,3146
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
STANLEY H WAX DIRECTOR0 $0$0$0 $02
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2012 · 9 people listed · 1 paid, $221K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$193,935$26,694 $220,6296
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
STANLEY H WAX DIRECTOR0 $0$0$0 $02
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2011 · 9 people listed · 1 paid, $209K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$186,270$23,191 $209,4616
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
STANLEY H WAX DIRECTOR0 $0$0$0 $02
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2010 · 9 people listed · 1 paid, $200K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0$172,544$27,951 $200,4956
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0$0$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0$0$0 $01
ROBERTO FISCHMANN DIRECTOR0 $0$0$0 $05
GARY FROMER DIRECTOR0 $0$0$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0$0$0 $06
ROBERT L WAX DIRECTOR0 $0$0$0 $03
STANLEY H WAX DIRECTOR0 $0$0$0 $02
MIRIAM ZAGER DIRECTOR0 $0$0$0 $02
2009 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY WAX GOLDMAN PRESIDENT/TREASURER0 $0-$0 $02
STEVEN P GOLDMAN VICE PRESIDENT/SECRETARY0 $0-$0 $01
MARK L GOLDSTEIN ASSISTANT SECRETARY0 $0-$0 $06
ROBERTO FISCHMANN DIRECTOR0 $0-$0 $05
GARY FROMER DIRECTOR0 $0-$0 $03
DR MICHAEL UFBERG DIRECTOR0 $0-$0 $06
ROBERT L WAX DIRECTOR0 $0-$0 $03
STANLEY H WAX DIRECTOR0 $0-$0 $02
MIRIAM ZAGER DIRECTOR0 $0-$0 $02

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 · $69K
2023 · 4 grants to organizations · $122K

Listed grants add up to $121,630; the return's “grants paid” expense line says $125,660. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 4 grants to organizations · $55K

Listed grants add up to $55,330; the return's “grants paid” expense line says $59,290. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 2 grants to organizations · $26K
2020 · 3 grants to organizations · $38K

Listed grants add up to $38,200; the return's “grants paid” expense line says $50,025. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 2 grants to organizations · $15K

Listed grants add up to $15,400; the return's “grants paid” expense line says $18,030. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 3 grants to organizations · $42K

Listed grants add up to $41,905; the return's “grants paid” expense line says $45,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 2 grants to organizations · $31K
2016 · 2 grants to organizations · $26K

Listed grants add up to $26,000; the return's “grants paid” expense line says $30,860. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 2 grants to organizations · $9K
2014 · 4 grants to organizations · $36K

Listed grants add up to $35,605; the return's “grants paid” expense line says $44,165. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 2 grants to organizations · $16K

Listed grants add up to $16,045; the return's “grants paid” expense line says $22,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 2 grants to organizations · $46K

Listed grants add up to $46,103; the return's “grants paid” expense line says $55,987. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 3 grants to organizations · $34K
2010 · 6 grants to organizations · $56K

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 ↗
$26,972$75,312 $1,200,908$1,200,908 $0$0 $008
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$23,737$131,908 $1,143,714$1,143,714 $0$0 $008
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$24,320$65,389 $1,111,863$1,111,863 $0$0 $008
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$35,354$33,014 $1,038,523$1,038,523 $0$0 $008
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$24,107$56,882 $1,199,899$1,199,899 $0$0 $008
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$28,611$22,920 $960,005$960,005 $0$0 $166,61907
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$33,251$47,356 $935,906$935,906 $0$0 $007
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$36,558$33,804 $918,535$918,535 $0$0 $008
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$26,872$32,928 $884,778$884,778 $0$0 $008
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$17,290$9,566 $824,646$824,646 $4,460$0 $008
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$93,723$45,794 $835,128$835,128 $2,200$0 $008
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$129,821$24,392 $856,886$856,886 $9,012$0 $008
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$22,023$58,300 $742,947$742,947 $108$0 $008
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$49,104$36,455 $705,232$705,232 $27,744$0 $0015
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$54,267$59,246 $716,310$716,310 $35,570$0 $0015
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$92,627$139,868 $596,444$596,444 $80,178- ---

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
CIARROCCHI FAMILY FOUNDATIONPAT20 $26,452$37,243 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
MARINO FAMILY FOUNDATION INCPAT20 $25,864$5,062 PRES/TREAS/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
PASSAVANT MEMORIAL HOMES FOUNDATIONPAT20 $25,106$94,825 CEO & PRESIDENT$1,295,500 Same NTEE code T20, revenue within 2x, same state
FLETCHER WALLS FAMILY FOUNDATIONPAT20 $25,000$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
NORMAN AND ROSALIE COHEN FAMILY FOUNDATIONPAT20 $27,968$17,750 Trustee$0 Same NTEE code T20, revenue within 2x, same state
UNIONVILLE-CHADDS FORD EDUCATION FOUNDATION INCPAT20 $24,992$13,420 PRESIDENT & GRANT COORDINA$0 Same NTEE code T20, revenue within 2x, same state
GOLDSMITH-WEISS FOUNDATION TRPAT20 $29,253$43,056 COUNSEL$0 Same NTEE code T20, revenue within 2x, same state
DEAVER FOUNDATIONPAT20 $25,869$19,637 MANAGER$0 Same NTEE code T20, revenue within 2x, same state
THE DDK FOUNDATIONPAT20 $26,314$48,137 Trustee$0 Same NTEE code T20, revenue within 2x, same state
MAILLIE FOUNDATIONPAT20 $27,804$119 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
THOMPSON FOUNDATIONPAT20 $28,574$28,076 TRUSTEE$7,604 Same NTEE code T20, revenue within 2x, same state
HIGHMONT FOUNDATIONPAT20 $27,005$36,107 TRUSTEE$760 Same NTEE code T20, revenue within 2x, same state
FRANK S LUCENTE FOUNDATIONPAT20 $27,959$46,646 TRUSTEE$6,310 Same NTEE code T20, revenue within 2x, same state
WILLIAM C TROUTMAN AND DOROTHY T TROUTMAN FOUNDATION INCPAT20 $27,020$32,041 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
TRUEFIT KINGDOM BUILDERS FOUNDATIONPAT20 $26,708$7,119 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JOHN AND CAROLE BARTHOLDSON FOUNDATION INCPAT20 $29,239$57,800 President$0 Same NTEE code T20, revenue within 2x, same state
INNISFREE FOUNDATION OF BRYN MAWR PAPAT20 $28,021$27,095 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JOYCE M TICE LOCAL HISTORY FOUNDATIONPAT20 $29,103$7,039 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
MARIAN L SPITLER LEBANON HIGH SCHOOL FOUNDATIONPAT20 $27,212$32,976 TTEE, ROBERT B. MOSSO$0 Same NTEE code T20, revenue within 2x, same state
THE JILL AND SHELDON BONOVITZ FOUNDATIONPAT20 $25,001$25,000 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DONALD L AND LINDA FETTEROLF FOUNDATION INCPAT20 $26,617$36,091 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
HARRY AND CATHERINE HALLORAN FAMILY TRUSTPAT20 $24,952$63,886 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
LILLIAN HECK MEMORIAL FUNDPAT20 $28,438$6,341 TRUSTEE$2,102 Same NTEE code T20, revenue within 2x, same state
OTIS T TURNER MEMORIAL FUND TRPAT20 $26,268$79,492 TRUSTEE$17,221 Same NTEE code T20, revenue within 2x, same state
KATHRYN BRENNEMAN ST PAULS DUBS CHURCHPAT20 $25,639$9,580 TRUSTEE$2,017 Same NTEE code T20, revenue within 2x, 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
BURNS FAMILY FOUNDATION Private foundation$689,1451 12024–2024 COLLINS FAMILY FOUNDATION
THE PITTSBURGH FOUNDATION DAF sponsor$25,3471 12023–2023 PASSAVANT MEMORIAL HOMES FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$20,0001 12017–2017 VALLEY OF THE MOON ROTARY FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$8,0001 12020–2020 GRESHAM ROTARY CLUB FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$56012 32020–2023 UNIONVILLE-CHADDS FORD EDUCATION FOUNDATION INC; PASSAVANT MEMORIAL HOMES FOUNDATION; VALLEY OF THE MOON ROTARY FOUNDATION
COLUMBUS FOUNDATION DAF sponsor$2001 12012–2012 OHIO WOMENS BAR 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.

2024 · Form 990 · $75,312 spent · pay $0 · grants $68,525 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $68,525$68,525-- 91.0%
Fees: investment management $6,772-$6,772- 9.0%
Other (as described)STATE FILING FEE $15--$15 0.0%
Total$75,312100%

View the filing

2023 · Form 990 · $131,908 spent · pay $0 · grants $125,660 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $125,660$125,660-- 95.3%
Fees: investment management $6,233-$6,233- 4.7%
Other (as described)STATE FILING FEE $15--$15 0.0%
Total$131,908100%

View the filing

2022 · Form 990 · $65,389 spent · pay $0 · grants $59,290 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $59,290$59,290-- 90.7%
Fees: investment management $6,084-$6,084- 9.3%
Other (as described)STATE FILING FEE $15--$15 0.0%
Total$65,389100%

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2021 · Form 990 · $33,014 spent · pay $0 · grants $26,280 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $26,280$26,280-- 79.6%
Other (as described)OPERATING EXPENSES $6,719-$6,719- 20.4%
Other (as described)STATE FILING FEE $15--$15 0.0%
Total$33,014100%

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2020 · Form 990 · $56,882 spent · pay $0 · grants $50,025 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $50,025$50,025-- 87.9%
Other (as described)OPERATING EXPENSES $6,512-$6,512- 11.4%
Other (as described)STATE FILING FEE $345--$345 0.6%
Total$56,882100%

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2019 · Form 990 · $22,920 spent · pay $0 · grants $18,030 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $18,030$18,030-- 78.7%
Other (as described)OPERATING EXPENSES $4,820-$4,820- 21.0%
Other (as described)STATE FILING FEE $70--$70 0.3%
Total$22,920100%

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2018 · Form 990 · $47,356 spent · pay $0 · grants $45,150 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $45,150$45,150-- 95.3%
Other (as described)OPERATING EXPENSES $2,161-$2,161- 4.6%
Other (as described)STATE FILING FEE $45--$45 0.1%
Total$47,356100%

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2017 · Form 990 · $33,804 spent · pay $0 · grants $31,523 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $31,523$31,523-- 93.3%
Other (as described)OPERATING EXPENSES $2,211-$2,211- 6.5%
Other (as described)STATE FILING FEE $70--$70 0.2%
Total$33,804100%

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2016 · Form 990 · $32,928 spent · pay $0 · grants $30,860 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $30,860$30,860-- 93.7%
Other (as described)OPERATING EXPENSES $2,023-$2,023- 6.1%
Other (as described)STATE FILING FEE $45--$45 0.1%
Total$32,928100%

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2015 · Form 990 · $9,566 spent · pay $0 · grants $9,512 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $9,512$9,512-- 99.4%
Other (as described)STATE FILING FEE $45--$45 0.5%
Other (as described)OPERATING EXPENSES $9-$9- 0.1%
Total$9,566100%

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2014 · Form 990 · $45,794 spent · pay $0 · grants $44,165 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $44,165$44,165-- 96.4%
Other (as described)OPERATING EXPENSES $1,584-$1,584- 3.5%
Other (as described)STATE FILING FEE $45--$45 0.1%
Total$45,794100%

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2013 · Form 990 · $24,392 spent · pay $0 · grants $22,750 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $22,750$22,750-- 93.3%
Other (as described)OPERATING EXPENSES $1,537-$1,527$10 6.3%
Other (as described)STATE FILING FEE $105-$105- 0.4%
Total$24,392100%

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2012 · Form 990 · $58,300 spent · pay $0 · grants $55,987 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $55,987$55,987-- 96.0%
Other (as described)OPERATING EXPENSES $2,128-$2,118$10 3.7%
Other (as described)STATE FILING FEE $185-$185- 0.3%
Total$58,300100%

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2011 · Form 990 · $36,455 spent · pay $0 · grants $34,380 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $34,380$34,380-- 94.3%
Other (as described)OPERATING EXPENSES $1,975-$1,965$10 5.4%
Other (as described)STATE FILING FEE $100-$100- 0.3%
Total$36,455100%

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2010 · Form 990 · $59,246 spent · pay $0 · grants $56,154 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $56,154$56,154-- 94.8%
Other (as described)BANK FEES $1,512$1,512-- 2.6%
Other (as described)OPERATING EXPENSES $1,480$1,480-- 2.5%
Other (as described)STATE FILING FEE $100$100-- 0.2%
Total$59,246100%

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2009 · Form 990EZ · $139,868 spent · pay $0 · grants $137,777 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $137,777 98.5%
Other expenses (detail on Schedule O) $2,091 1.5%
Total$139,868100%

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