STRATEGY STUDIO / PUBLIC DATA EXPLORER

LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW

Cite this

Plain text LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/237282939. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/237282939

MLA “LETTIE PATE EVANS FOUNDATION INC TRUSTEE OF THE RESTRICTED FUND UW.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/237282939. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $665.6M · expenses $144.0M · assets $4.53B

Also known as
Restricted u/w of Lettie Pate Evans
EIN
23-7282939
Address
191 PEACHTREE ST NE STE 3540, ATLANTA, GA 30303-1799
Website
www.lpevans.org
NTEE code
T900
Subsection
501(c)(3)
Ruling year
1973
Cross-check
ProPublica Nonprofit Explorer

Mission

To provide to certain named beneficiaries annual monetary support designated by amount or percentage in the will of Lettie Pate Evans, deceased.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

16 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
P Russell Hardin PRESIDENT - RETIRED 1/31/20252020-2025 $1,105,693$6,621,768 8
Erik S Johnson PRESIDENT - ELECTED 2/1/20252020-2025 $585,923$2,669,405 7
Eli P Niepoky TREASURER2021-2025 $466,817$1,899,990 7
Elizabeth A Smith GRANTS PROGRAM DIRECTOR2020-2025 $248,106$1,387,061 2
Sarah Tablan CONTROLLER2020-2025 $259,549$1,315,204 4
Carrie D Conway SENIOR PROGRAM OFFICER2020-2025 $223,067$1,143,246 2
Dahlia Brown PROGRAM OFFICER2022-2025 $164,060$611,789 2
E Jenner Wood III TRUSTEE CHAIR2020-2025 $95,000$532,500 10
Lawrence L Gellerstedt III TRUSTEE VICE CHAIR2020-2025 $95,000$530,000 10
David P Stockert TRUSTEE2020-2025 $70,000$346,667 10
Sara E Blalock SECRETARY - ELECTED 2/1/20252025 $321,984$321,984 6
Lyons Gray TRUSTEE2020-2025 $25,000$170,833 3
Lizanne Thomas TRUSTEE2024-2025 $25,000$29,167 3
Katrina H Voegtlin (former) ASSISTANT CONTROLLER2020-2024 $174,406$788,381 2
James B Williams (former) TRUSTEE-DECEASED 1/23/20242020-2024 $0$310,000 6
Herbert Claiborne Jr (former) TRUSTEE- DECEASED 2/16/202020 $45,000$45,000 2

People by year

2025 · 13 people listed · 13 paid, $3.7M · 16 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT - RETIRED 1/31/202511 $324,711$770,027$10,955 $1,105,6938
ERIK S JOHNSON PRESIDENT - ELECTED 2/1/202511 $155,912$348,559$81,452 $585,9237
ELI P NIEPOKY TREASURER11 $118,816$265,624$82,377 $466,8177
SARA E BLALOCK SECRETARY - ELECTED 2/1/202511 $77,504$173,267$71,213 $321,9846
SARAH TABLAN CONTROLLER11 $65,088$145,512$48,949 $259,5494
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $65,967$147,476$34,663 $248,1062
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $50,486$112,868$59,713 $223,0672
DAHLIA BROWN PROGRAM OFFICER11 $37,121$82,988$43,951 $164,0602
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$76,250$0 $95,00010
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$68,750$0 $95,00010
DAVID P STOCKERT TRUSTEE1 $18,750$51,250$0 $70,00010
LYONS GRAY TRUSTEE1 $18,750$6,250$0 $25,0003
LIZANNE THOMAS TRUSTEE1 $18,750$6,250$0 $25,0003
2024 · 14 people listed · 13 paid, $3.4M · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT11 $293,010$752,358$72,318 $1,117,6868
ERIK S JOHNSON SECRETARY & VICE PRESIDENT11 $122,669$314,976$68,895 $506,5407
ELI P NIEPOKY TREASURER11 $104,688$268,806$78,261 $451,7557
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $59,002$151,498$31,309 $241,8092
SARAH TABLAN CONTROLLER11 $52,656$135,205$45,410 $233,2714
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $44,267$113,665$52,555 $210,4872
KATRINA H VOEGTLIN ASSISTANT CONTROLLER11 $35,220$90,436$48,750 $174,4062
DAHLIA BROWN PROGRAM OFFICER11 $32,718$84,009$41,872 $158,5992
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$76,250$0 $95,00010
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$68,750$0 $95,00010
DAVID P STOCKERT TRUSTEE1 $18,750$51,250$0 $70,00010
LYONS GRAY TRUSTEE1 $18,750$6,250$0 $25,0003
LIZANNE THOMAS TRUSTEE-ELECTED 11/5/20241 $3,125$1,042$0 $4,1673
JAMES B WILLIAMS TRUSTEE-DECEASED 1/23/20241 $0$0$0 $06
2023 · 13 people listed · 13 paid, $2.7M · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT11 $177,873$441,134$64,799 $683,8068
ERIK S JOHNSON SECRETARY & VICE PRESIDENT11 $104,656$259,552$56,576 $420,7847
ELI P NIEPOKY TREASURER11 $92,712$229,932$66,203 $388,8477
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $55,919$138,682$28,925 $223,5262
SARAH TABLAN CONTROLLER11 $50,243$124,604$39,380 $214,2274
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $40,404$100,204$41,667 $182,2752
KATRINA H VOEGTLIN ASSISTANT CONTROLLER11 $32,789$81,319$44,626 $158,7342
DAHLIA BROWN PROGRAM OFFICER11 $31,816$78,905$38,912 $149,6332
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$66,250$0 $85,00010
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$58,750$0 $85,00010
JAMES B WILLIAMS TRUSTEE CHAIR EMERITUS1 $18,750$56,250$0 $75,0006
DAVID P STOCKERT TRUSTEE1 $18,750$37,917$0 $56,66710
LYONS GRAY TRUSTEE1 $18,750$6,250$0 $25,0003
2022 · 13 people listed · 13 paid, $4.2M · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT11 $595,476$1,569,686$98,785 $2,263,9478
ERIK S JOHNSON SECRETARY & VICE PRESIDENT11 $97,825$241,167$53,107 $392,0997
ELI P NIEPOKY TREASURER11 $86,510$213,272$61,978 $361,7607
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $53,575$132,080$26,837 $212,4922
SARAH TABLAN CONTROLLER11 $46,795$115,364$37,747 $199,9064
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $37,581$92,649$38,627 $168,8572
KATRINA H VOEGTLIN ASSISTANT CONTROLLER11 $31,567$77,822$39,934 $149,3232
DAHLIA BROWN PROGRAM OFFICER11 $29,526$72,790$37,181 $139,4972
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$66,250$0 $85,00010
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$58,750$0 $85,00010
JAMES B WILLIAMS TRUSTEE CHAIR EMERITUS1 $18,750$56,250$0 $75,0006
DAVID P STOCKERT TRUSTEE1 $18,750$31,250$0 $50,00010
LYONS GRAY TRUSTEE1 $18,750$6,250$0 $25,0003
2021 · 12 people listed · 12 paid, $2.3M · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT11 $155,549$405,904$94,058 $655,5118
ERIK S JOHNSON SECRETARY & VICE PRESIDENT11 $86,159$224,831$47,058 $358,0487
ELI P NIEPOKY TREASURER11 $50,928$132,897$46,986 $230,8117
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $49,683$129,647$26,818 $206,1482
SARAH TABLAN CONTROLLER11 $42,620$111,218$32,803 $186,6414
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $34,749$90,677$39,008 $164,4342
KATRINA H VOEGTLIN ASSISTANT CONTROLLER11 $28,132$73,411$36,464 $138,0072
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$66,250$0 $85,00010
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$58,750$0 $85,00010
JAMES B WILLIAMS TRUSTEE CHAIR EMERITUS1 $18,750$56,250$0 $75,0006
DAVID P STOCKERT TRUSTEE1 $18,750$31,250$0 $50,00010
LYONS GRAY TRUSTEE1 $18,750$6,250$0 $25,0003
2020 · 12 people listed · 12 paid, $2.4M · 13 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P RUSSELL HARDIN PRESIDENT11 $158,710$518,382$118,033 $795,1258
ERIK S JOHNSON SECRETARY & TREASURER11 $82,187$268,441$55,383 $406,0117
ELIZABETH A SMITH GRANTS PROGRAM DIRECTOR11 $52,153$170,341$32,486 $254,9802
SARAH TABLAN CONTROLLER11 $42,225$137,915$41,470 $221,6104
CARRIE D CONWAY SENIOR PROGRAM OFFICER11 $34,589$112,973$46,564 $194,1262
KATRINA H VOEGTLIN ASSISTANT CONTROLLER11 $28,640$93,543$45,728 $167,9112
E JENNER WOOD III TRUSTEE CHAIR3 $18,750$68,750$0 $87,50010
JAMES B WILLIAMS TRUSTEE CHAIR EMERITUS1 $18,750$66,250$0 $85,0006
LAWRENCE L GELLERSTEDT III TRUSTEE VICE CHAIR2 $26,250$58,750$0 $85,00010
DAVID P STOCKERT TRUSTEE1 $18,750$31,250$0 $50,00010
LYONS GRAY TRUSTEE- ELECTED NOVEMBER 20201 $4,375$41,458$0 $45,8333
HERBERT CLAIBORNE JR TRUSTEE- DECEASED 2/16/201 $15,000$30,000$0 $45,0002

Highest-paid independent contractors

2025 · 3 contractors · $3.1M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$1,818,755
TRUISTATLANTA, GAINVESTMENT ADVISOR$1,000,351
MERGANSERBOSTON, MAINVESTMENT MANAGER$247,707
2024 · 2 contractors · $2.5M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$1,691,357
TRUISTATLANTA, GAINVESTMENT ADVISOR$842,891
2023 · 2 contractors · $2.1M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$1,426,402
TRUISTATLANTA, GAINVESTMENT ADVISOR$674,998
2022 · 2 contractors · $1.8M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$1,237,660
TRUISTATLANTA, GAINVESTMENT ADVISOR$557,160
2021 · 2 contractors · $1.4M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$1,009,749
TRUISTATLANTA, GAINVESTMENT ADVISOR$369,797
2020 · 2 contractors · $1.1M
NameLocationServicePaid
PARAMETRICSAN FRANCISCO, CAINVESTMENT MANAGER$851,247
SUNTRUST BANKATLANTA, GAINVESTMENT ADVISOR$257,838

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 12 grants to organizations · $139.3M
2024 · 12 grants to organizations · $134.4M
2023 · 12 grants to organizations · $122.8M
2022 · 12 grants to organizations · $115.7M
2021 · 12 grants to organizations · $108.7M
2020 · 12 grants to organizations · $104.6M

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

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$665,581,251$143,993,083 $4,532,259,056$4,500,422,589 $0$0 $815,505160
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$641,256,932$138,283,769 $4,254,242,645$4,223,452,027 $0$0 $658,346140
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$540,613,287$126,109,963 $3,970,058,445$3,941,933,142 $0$0 $525,502140
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$551,574,370$119,029,760 $4,095,775,433$4,069,798,640 $0$0 $924,478140
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$442,744,333$111,084,652 $3,922,374,719$3,897,353,257 $0$0 $430,799140
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$187,984,622$106,625,591 $3,526,487,187$3,503,635,683 $0$0 $369,196130

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
SUZANNE AND WALTER SCOTT FOUNDATIONNET90 $480,205,807$49,947,387 PRESIDENT & CEO$973,900 Same NTEE code T90, revenue within 2x
LETTIE PATE WHITEHEAD FOUNDATION INCGAT90 $233,465,422$65,078,957 PRESIDENT$166,165 Same NTEE code T90, revenue within 5x, same state
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCNYT90 $3,082,075,235$1,671,736,830 CHAIRPERSON$0 Same NTEE code T90, revenue within 5x
T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INCMDT90 $241,178,122$159,965,350 DIRECTOR$2,500 Same NTEE code T90, revenue within 5x
CLARK CHARITABLE FOUNDATION INCMDT90 $148,003,694$192,803,977 PRESIDENT & CEO$601,598 Same NTEE code T90, revenue within 5x
CAHOUET FOUNDATIONPAT90 $230,749,790$9,836,950 TRUSTEE$866,192 Same NTEE code T90, revenue within 5x
J A & LETA M CHAPMAN CHARITABLE TROKT90 $67,492,246$61,617,259 CORPORATE TRUSTEE$3,786,759 Same NTEE code T90, revenue within 10x, similar mission
KYLE PEASE FOUNDATION INCGAT90 $2,300,495$1,286,036 EXECUTIVE DIRECTOR$140,000 Same NTEE code T90, revenue differs more than 10x, same state
ST MARYS METHODIST CHURCH FOUNDATION INCGAT90 $2,364,003$2,115,024 PRESIDENT$140,006 Same NTEE code T90, revenue differs more than 10x, same state
R HAROLD AND PATSY HARRISON FOUNDATION INCGAT90 $2,247,744$2,399,959 DIRECTOR$127,128 Same NTEE code T90, revenue differs more than 10x, same state
HAWKINS FOUNDATION INCGAT90 $2,331,413$655,811 DIRECTOR$0 Same NTEE code T90, revenue differs more than 10x, same state
BLAKE FAMILY FOUNDATION INCGAT90 $6,310,642$8,032,173 PRESIDENT$0 Same NTEE code T90, revenue differs more than 10x, same state
TOME FOUNDATIONGAT90 $3,889,006$1,765,327 PRESIDENT$0 Same NTEE code T90, revenue differs more than 10x, same state
TELFORD FOUNDATION INCFLT90 $3,341,144$2,731,061 DIRECTOR$2,416,736 Same NTEE code T90, revenue differs more than 10x
PAULINE MCFARLIN WALTER MEMORIAL TRUST 10910OKT90 $4,694,070$4,389,133 CORPORATE TRUSTEE$270,585 Same NTEE code T90, revenue differs more than 10x, similar mission
JAMES A & LETA M CHAPMAN TESTAMENTARY CHARITABLE TROKT90 $4,338,140$3,817,467 CORPORATE TRUSTEE$340,565 Same NTEE code T90, revenue differs more than 10x, similar mission
J A & LETA M CHAPMAN TR 10267OKT90 $8,737,121$7,651,475 CORPORATE TRUSTEE$507,723 Same NTEE code T90, revenue differs more than 10x, similar mission
LETA MCFARLIN CHAPMAN MEMORIAL TROKT90 $18,334,462$17,597,673 CORPORATE TRUSTEE$1,077,513 Same NTEE code T90, revenue differs more than 10x, similar mission
ARNOLD & WINNIE PALMER FOUNDATION INCFLT90 $2,897,636$1,964,539 BOARD CHAIR$523,803 Same NTEE code T90, revenue differs more than 10x
DISC VILLAGE FOUNDATION INCFLT90 $1,664,663$1,799,972 EXECUTIVE OFFICER AS OF 3/1/2025$785,131 Same NTEE code T90, revenue differs more than 10x
HOMETOWN FOUNDATION INCCTT90 $6,377,548$4,368,868 PRESIDENT$0 Same NTEE code T90, revenue differs more than 10x
LAWYERS TRUST FUND OF ILLINOISILT90 $47,351,899$30,659,681 EXECUTIVE DIRECTOR$224,158 Same NTEE code T90, revenue differs more than 10x
ELIZABETH DEBLOIS CHARITABLE TRUST DTD 113068MAT90 $2,516,095$2,806,222 TRUSTEE ** SEE NOTE$140,824 Same NTEE code T90, revenue differs more than 10x, similar mission
WILLIAM H MINER FOUNDATIONILT90 $13,963,570$8,661,878 FINANCE OFFICER$242,526 Same NTEE code T90, revenue differs more than 10x
SHAW FESTIVAL FOUNDATIONNYT90 $3,697,641$3,229,384 PRESIDENT EMERITUS$0 Same NTEE code T90, revenue differs more than 10x

Who funds organizations like this

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

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$231,749,144105 162014–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; ROCKEFELLER FAMILY FUND INC; THE GLOBAL ORPHAN PROJECT INC; ONE CALL FOR ALL and 12 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$220,294,690107 152016–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; ROCKEFELLER FAMILY FUND INC; THE GLOBAL ORPHAN PROJECT INC; HEBRON FUND INC and 11 more
NATIONAL PHILANTHROPIC TR DAF sponsor$147,498,54746 132014–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; ROCKEFELLER FAMILY FUND INC; THE GLOBAL ORPHAN PROJECT INC; SHAW FESTIVAL FOUNDATION and 9 more
WALTER SCOTT FAMILY FOUNDATION Private foundation$128,677,3829 32019–2024 SUZANNE AND WALTER SCOTT FOUNDATION; DIXON FAMILY FOUNDATION; PARKER FAMILY FOUNDATION
HELEN AND SANFORD DILLER FAMILY FOUNDATION Private foundation$86,018,33321 12018–2024 THE HELEN DILLER FAMILY FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$77,300,41619 42017–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; PRINCESS GRACE FOUNDATION; THE MARION INSTITUTE INC; HEBRON FUND INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$51,356,17930 92020–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC; ONE CALL FOR ALL; ROCKEFELLER FAMILY FUND INC and 5 more
DECHOMAI FOUNDATION INC DAF sponsor$40,858,7117 12010–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$38,133,30946 102012–2024 THE GLOBAL ORPHAN PROJECT INC; MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; PRINCESS GRACE FOUNDATION; KYLE PEASE FOUNDATION INC and 6 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$25,601,69042 112019–2024 T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC; MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; JON BON JOVI SOUL FOUNDATION; KYLE PEASE FOUNDATION INC and 7 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$24,863,28033 122016–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC; MARGARET E MOUL FOUNDATION; KAZAN MCCLAIN PARTNERS FOUNDATION and 8 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$23,595,14714 32010–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC; ROCKEFELLER FAMILY FUND INC; LYFORD CAY FOUNDATION INC
HOOK FAMILY FOUNDATION Private foundation$21,490,4232 12025–2025 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
NOVO FOUNDATION Private foundation$16,375,00016 12012–2024 ROCKEFELLER FAMILY FUND INC
BNY MELLON CHARITABLE GIFT FUND DAF sponsor$12,202,7265 12018–2024 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 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.

2025 · Form 990 · $143,993,083 spent · pay $1,356,048 · grants $139,348,817 · events $15,936
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $139,348,817$139,348,817-- 96.8%
Fees: investment management $3,066,813-$3,066,813- 2.1%
Pay: officers, directors, trustees, key employees $815,505$476,413$339,092- 0.6%
Other salaries and wages $357,555$194,311$163,244- 0.2%
Other employee benefits $88,995$50,083$38,912- 0.1%
Occupancy $82,812$44,718$38,094- 0.1%
Pension plan contributions $48,775$28,536$20,239- 0.0%
Payroll taxes $45,218$25,604$19,614- 0.0%
Information technology $37,875$20,453$17,422- 0.0%
Fees: accounting $31,747-$31,747- 0.0%
Conferences, conventions and meetings $15,936$4,506$11,430- 0.0%
Insurance $11,846-$11,846- 0.0%
Office expenses $10,610$5,730$4,880- 0.0%
Fees: management $9,810-$9,810- 0.0%
Other (as described)Organization dues $8,173$7,500$673- 0.0%
Travel $6,114$3,860$2,254- 0.0%
All other expenses $2,638$1,423$1,215- 0.0%
Depreciation and depletion $2,262$1,221$1,041- 0.0%
Other (as described)Federal excise taxes $1,582$854$728- 0.0%
Total$143,993,083100%

View the filing

2024 · Form 990 · $138,283,769 spent · pay $1,160,871 · grants $134,382,424 · events $14,278
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $134,382,424$134,382,424-- 97.2%
Fees: investment management $2,554,166-$2,554,166- 1.8%
Pay: officers, directors, trustees, key employees $658,346$369,691$288,655- 0.5%
Other salaries and wages $335,979$190,897$145,082- 0.2%
Other employee benefits $81,717$44,277$37,440- 0.1%
Occupancy $74,836$41,908$32,928- 0.1%
Pension plan contributions $46,285$25,422$20,863- 0.0%
Payroll taxes $38,544$21,504$17,040- 0.0%
Information technology $23,137$12,957$10,180- 0.0%
Fees: accounting $23,108-$23,108- 0.0%
Conferences, conventions and meetings $14,278$4,391$9,887- 0.0%
Insurance $12,322-$12,322- 0.0%
Travel $10,318$7,546$2,772- 0.0%
Fees: management $8,815-$8,815- 0.0%
Office expenses $8,152$4,565$3,587- 0.0%
Other (as described)Organization dues $8,120$7,500$620- 0.0%
Depreciation and depletion $2,262$1,267$995- 0.0%
All other expenses $960$537$423- 0.0%
Total$138,283,769100%

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2023 · Form 990 · $126,109,963 spent · pay $963,969 · grants $122,796,533 · events $14,137
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $122,796,533$122,796,533-- 97.4%
Fees: investment management $2,101,400-$2,101,400- 1.7%
Pay: officers, directors, trustees, key employees $525,502$281,474$244,028- 0.4%
Other salaries and wages $289,332$160,085$129,247- 0.2%
Occupancy $74,189$40,804$33,385- 0.1%
Other employee benefits $73,261$38,678$34,583- 0.1%
Other (as described)Federal excise taxes $66,115$36,363$29,752- 0.1%
Pension plan contributions $42,762$23,566$19,196- 0.0%
Payroll taxes $33,112$17,962$15,150- 0.0%
Information technology $25,324$13,928$11,396- 0.0%
Fees: accounting $23,081-$23,081- 0.0%
Conferences, conventions and meetings $14,137$4,450$9,687- 0.0%
Insurance $10,127-$10,127- 0.0%
Fees: management $8,896-$8,896- 0.0%
Office expenses $8,827$4,855$3,972- 0.0%
Other (as described)Organization dues $8,423$7,950$473- 0.0%
Travel $5,448$2,983$2,465- 0.0%
Depreciation and depletion $2,262$1,244$1,018- 0.0%
All other expenses $1,232$679$553- 0.0%
Total$126,109,963100%

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2022 · Form 990 · $119,029,760 spent · pay $1,342,005 · grants $115,726,225 · events $9,095
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $115,726,225$115,726,225-- 97.2%
Fees: investment management $1,794,820-$1,794,820- 1.5%
Pay: officers, directors, trustees, key employees $924,478$565,171$359,307- 0.8%
Other salaries and wages $273,179$151,292$121,887- 0.2%
Occupancy $71,699$39,434$32,265- 0.1%
Other employee benefits $66,880$35,514$31,366- 0.1%
Pension plan contributions $40,281$22,207$18,074- 0.0%
Payroll taxes $37,187$21,147$16,040- 0.0%
Fees: accounting $21,901-$21,901- 0.0%
Information technology $20,634$11,349$9,285- 0.0%
Fees: management $10,660-$10,660- 0.0%
Insurance $10,204-$10,204- 0.0%
Conferences, conventions and meetings $9,095$3,580$5,515- 0.0%
Other (as described)Organization dues $8,286$7,718$568- 0.0%
Office expenses $6,542$3,598$2,944- 0.0%
Travel $4,749$2,909$1,840- 0.0%
Depreciation and depletion $2,262$1,244$1,018- 0.0%
All other expenses $678$374$304- 0.0%
Total$119,029,760100%

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2021 · Form 990 · $111,084,652 spent · pay $804,124 · grants $108,746,536 · events $7,822
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $108,746,536$108,746,536-- 97.9%
Fees: investment management $1,379,545-$1,379,545- 1.2%
Pay: officers, directors, trustees, key employees $430,799$242,946$187,853- 0.4%
Other salaries and wages $249,426$138,284$111,142- 0.2%
Occupancy $64,813$35,647$29,166- 0.1%
Other employee benefits $59,214$32,434$26,780- 0.1%
Pension plan contributions $36,615$20,207$16,408- 0.0%
Payroll taxes $28,070$15,397$12,673- 0.0%
Fees: accounting $20,680-$20,680- 0.0%
Information technology $19,582$10,770$8,812- 0.0%
Fees: management $9,400-$9,400- 0.0%
Insurance $9,294-$9,294- 0.0%
Other (as described)Organization dues $8,522$7,718$804- 0.0%
Conferences, conventions and meetings $7,822$4,795$3,027- 0.0%
Office expenses $6,635$3,649$2,986- 0.0%
Travel $2,387$1,316$1,071- 0.0%
Depreciation and depletion $2,262$1,244$1,018- 0.0%
Fees: other services $1,770-$1,770- 0.0%
Fees: legal $973-$973- 0.0%
All other expenses $307$169$138- 0.0%
Total$111,084,652100%

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2020 · Form 990 · $106,625,591 spent · pay $734,635 · grants $104,629,380 · events $4,739
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $104,629,380$104,629,380-- 98.1%
Fees: investment management $1,109,085-$1,109,085- 1.0%
Pay: officers, directors, trustees, key employees $369,196$228,692$140,504- 0.3%
Other salaries and wages $242,163$129,965$112,198- 0.2%
Occupancy $68,868$39,255$29,613- 0.1%
Other employee benefits $59,299$30,116$29,183- 0.1%
Pension plan contributions $39,241$18,282$20,959- 0.0%
Payroll taxes $24,736$14,087$10,649- 0.0%
Fees: accounting $21,737-$21,737- 0.0%
Information technology $20,207$11,518$8,689- 0.0%
Fees: management $9,842-$9,842- 0.0%
Insurance $8,301-$8,301- 0.0%
Other (as described)Organization dues $8,081$7,718$363- 0.0%
Office expenses $6,773$3,861$2,912- 0.0%
Conferences, conventions and meetings $4,739$3,342$1,397- 0.0%
Depreciation and depletion $2,262$1,289$973- 0.0%
All other expenses $1,123$639$484- 0.0%
Fees: legal $363-$363- 0.0%
Travel $195$144$51- 0.0%
Total$106,625,591100%

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