STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONTICELLO FOUNDATION INC

Cite this

Plain text MONTICELLO FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/391806015. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). MONTICELLO FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/391806015

MLA “MONTICELLO FOUNDATION INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/391806015. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $101K · expenses $76K · assets $1.3M

EIN
39-1806015
Address
PO BOX 636, MONTICELLO, WI 53570-0636
NTEE code
B82
Subsection
501(c)(3)
Ruling year
1995
Cross-check
ProPublica Nonprofit Explorer

Mission

NONE

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

4 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
Jean Mcmannes DIRECTOR2009-2024 $0$4,900 1
Carol Casey Kubly TREASURER2009-2024 $0$4,800 1
Joann Mcruse SECRETARY2013-2024 $0$1,000 1
Cathy Sennett (former) TREASURER2009-2010 $400$700 1

Officers and directors, no compensation reported

15 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
Jane Tereba DIRECTOR2018-2024 0 $0 reported 1
Llinn Lederman PRESIDENT2009-2024 1 $0 reported 1
Keith Hoesly DIRECTOR2010-2024 0 $0 reported 1
Mike Aquino DIRECTOR2020-2024 0 $0 reported 1
David Quade VICE PRESIDENT2012-2024 0 $0 reported 1
Lisa Ritschard DIRECTOR2024 0 $0 reported 1
Ronda Bucholz (former) DIRECTOR2015-2023 0 $0 reported 1
Melody Flesher (former) DIRECTOR2014-2019 0 $0 reported 1
Elmer Lemon (former) PRESIDENT2009-2017 1 $0 reported 1
Russell Quinn (former) VICE PRESIDENT2009-2014 0 $0 reported 1
Carolyn Schwartzlow (former) DIRECTOR2011-2013 0 $0 reported 1
Marcia Voss (former) DIRECTOR2009-2012 0 $0 reported 1
Caroyn Schwartzlow (former) DIRECTOR2012 0 $0 reported 1
Mark Wittenwyler (former) DIRECTOR2009-2010 0 $0 reported 1
Robert Drafahl (former) DIRECTOR2009 0 $0 reported 1

People by year

2024 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JEAN MCMANNES DIRECTOR0 $0$0$0 $01
CAROL CASEY KUBLY TREASURER2 $0$0$0 $01
JOANN MCRUSE SECRETARY2 $0$0$0 $01
LISA RITSCHARD DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MIKE AQUINO DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2023 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JEAN MCMANNES DIRECTOR0 $0$0$0 $01
CAROL CASEY KUBLY TREASURER2 $0$0$0 $01
JOANN MCRUSE SECRETARY2 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MIKE AQUINO DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2022 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JEAN MCMANNES DIRECTOR0 $0$0$0 $01
CAROL CASEY KUBLY TREASURER2 $0$0$0 $01
JOANN MCRUSE SECRETARY2 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MIKE AQUINO DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2021 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
JOANN MCRUSE SECRETARY2 $500$0$0 $5001
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JEAN MCMANNES DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MIKE AQUINO DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2020 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
JOANN MCRUSE SECRETARY2 $500$0$0 $5001
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JEAN MCMANNES DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MIKE AQUINO DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2019 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $500$0$0 $5001
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2018 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $500$0$0 $5001
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
JANE TEREBA DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN PRESIDENT1 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE VICE PRESIDENT0 $0$0$0 $01
2017 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $500$0$0 $5001
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
ELMER LEMON PRESIDENT1 $0$0$0 $01
LLINN LEDERMAN VICE PRESIDENT0 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2016 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $500$0$0 $5001
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
ELMER LEMON PRESIDENT1 $0$0$0 $01
LLINN LEDERMAN VICE PRESIDENT0 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2015 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $0$0$500 $5001
CAROL CASEY KUBLY TREASURER2 $0$0$500 $5001
ELMER LEMON PRESIDENT1 $0$0$0 $01
LLINN LEDERMAN VICE PRESIDENT0 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
RONDA BUCHOLZ DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2014 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $500$0$0 $5001
CAROL CASEY KUBLY TREASURER2 $500$0$0 $5001
ELMER LEMON PRESIDENT1 $0$0$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
MELODY FLESHER DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2013 · 9 people listed · 2 paid, $800 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $400$0$0 $4001
CAROL CASEY KUBLY TREASURER2 $400$0$0 $4001
ELMER LEMON PRESIDENT1 $0$0$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0$0$0 $01
JOANN MCRUSE DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
CAROLYN SCHWARTZLOW DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2012 · 9 people listed · 1 paid, $400 · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN MCMANNES SECRETARY2 $400$0$0 $4001
ELMER LEMON PRESIDENT1 $0$0$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0$0$0 $01
CAROL CASEY KUBLY TREASURER2 $0$0$0 $01
MARCIA VOSS DIRECTOR0 $0$0$0 $01
LLINN LEDERMAN DIRECTOR0 $0$0$0 $01
KEITH HOESLY DIRECTOR0 $0$0$0 $01
CAROYN SCHWARTZLOW DIRECTOR0 $0$0$0 $01
DAVID QUADE DIRECTOR0 $0$0$0 $01
2011 · 8 people listed · 2 paid, $800
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL KUBLY TREASURER2 $400-$0 $4001
JEAN MCMANNES SECRETARY2 $400-$0 $4001
MARCIA VOSS DIRECTOR0 $0-$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0-$0 $01
KEITH HOESLY DIRECTOR0 $0-$0 $01
LLINN LEDERMAN DIRECTOR0 $0-$0 $01
ELMER LEMON PRESIDENT0 $0-$0 $01
CAROLYN SCHWARTZLOW DIRECTOR0 $0-$0 $01
2010 · 9 people listed · 2 paid, $800
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CATHY SENNETT TREASURER2 $400-$0 $4001
JEAN MCMANNES SECRETARY2 $400-$0 $4001
CAROL KUBLY DIRECTOR0 $0-$0 $01
MARCIA VOSS DIRECTOR0 $0-$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0-$0 $01
KEITH HOESLY DIRECTOR0 $0-$0 $01
LLINN LEDERMAN DIRECTOR0 $0-$0 $01
MARK WITTENWYLER DIRECTOR0 $0-$0 $01
ELMER LEMON PRESIDENT0 $0-$0 $01
2009 · 9 people listed · 2 paid, $600
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CATHY SENNETT TREASURER2 $300-$0 $3001
JEAN McMANNES SECRETARY2 $300-$0 $3001
CAROL KUBLY director0 $0-$0 $01
MARCIA VOSS DIRECTOR0 $0-$0 $01
RUSSELL QUINN VICE PRESIDENT0 $0-$0 $01
ROBERT DRAFAHL DIRECTOR0 $0-$0 $01
LLINN LEDERMAN DIRECTOR0 $0-$0 $01
MARK WITTENWYLER DIRECTOR0 $0-$0 $01
ELMER LEMON PRESIDENT0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$101,319$75,529 $1,264,655$1,218,355 $26,213$0 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$88,426$58,150 $1,239,865$1,192,565 $23,664$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$97,060$60,413 $1,216,089$1,162,289 $22,091$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$138,960$56,494 $1,176,417$1,125,642 $38,485$0 $1,00000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$96,624$54,501 $1,082,651$1,043,176 $10,685$0 $1,00000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$68,552$56,688 $1,037,053$1,001,053 $3,641$0 $1,00000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$225,205$64,124 $1,021,189$989,189 $134,430$0 $1,00000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$94,009$50,174 $857,108$828,108 $23,782$0 $1,00000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$66,461$52,570 $810,773$784,273 $5,860$0 $1,00000
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$67,354$37,323 $795,882$786,382 $24,505$0 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$151,865$45,417 $788,351$756,351 $37,941$0 $1,00000
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$108,996$44,865 $673,903$649,903 $48,522$0 $80000
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$196,421$23,975 $604,272$585,772 $149,951$0 $40000
2011 · Form 990EZ period ending 2012-06-30 · view filing · original 990 ↗
$40,484$29,189 $451,326$413,326 $14,684- ---
2010 · Form 990EZ period ending 2011-06-30 · view filing · original 990 ↗
$44,122$21,168 $429,281$402,031 $22,019- ---
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$25,468$17,330 $397,427$379,077 $9,649- ---

Funders of this organization

5 grantors reported grants to this organization, $52,210 in all, tax years 2012 to 2025. 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
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2021-2024 4$25,800 2024$5,200
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018-2019 2$19,075 2019$5,600
show
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MONTICELLO FOUNDATION INC” 2012-2013, 2015-2020 9$4,235 2020$250
show
DAVID G AND NANCY B WALSH FAMILY FOUNDATION Private foundation Fuzzy filed as “Monticello Foundation Inc” 2018-2019 2$2,500 2019$1,000
show
FIRST BUSINESS CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MONTICELLO FOUNDATION INC” 2023-2025 3$600 2025$200
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
WEBSTER FOUNDATION INCWIB82 $103,211$100,254 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state, similar name
AL HURVIS ADAMM EDUCATION FOUNDATION INCWIB82 $101,780$154,876 CEO AND CHAIRMAN$0 Same NTEE code B82, revenue within 2x, same state
WHITNALL PARK ROTARY CLUB FOUNDATION INCWIB82 $105,090$166,512 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
EDUCATION FOUNDATION OF HUDSONWIB82 $101,366$48,298 EXECUTIVE DI$0 Same NTEE code B82, revenue within 2x, same state
NEW MANUFACTURING ALLIANCE SCHOLARSHIP FUND INCWIB82 $95,397$121,501 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
CREATING POSSIBILITIES INCWIB82 $104,206$120,790 PRESIDENT AND CEO$0 Same NTEE code B82, revenue within 2x, same state
WOMEN IN FOCUS INCORPORATEDWIB82 $110,352$74,837 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
KIDS CHANCE OF WISCONSIN INCWIB82 $102,657$129,637 EXECUTIVE DIRECTOR$25,000 Same NTEE code B82, revenue within 2x, same state
ELWELL-COLVIN SCHOLARSHIP FUNDWIB82 $97,414$62,706 TRUSTEE$14,855 Same NTEE code B82, revenue within 2x, same state
WESTBY NORSE SCHOLARSHIP FUNDWIB82 $111,894$109,523 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ARTHUR KRICHEVSKY MEMORIAL SCHOLARSHIP FUND 97300820 03 40118WIB82 $112,559$122,873 TRUSTEE$22,656 Same NTEE code B82, revenue within 2x, same state
COMMUNITY SCHOLARSHIP FUND OF GLEN COVE INCNYB82 $110,258$80,075 Director$0 Same NTEE code B82, revenue within 2x, similar mission
TELAMON FOUNDATION INCINB82 $100,954$88,522 DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name
JAHMA FOUNDATION INCNJB82 $100,646$83,402 EXECUTIVE DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name
NECMA FOUNDATION INCMAB82 $99,766$52,381 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
HARVEY FOUNDATION INCMAB82 $111,470$82,155 TREASURER$0 Same NTEE code B82, revenue within 2x, similar name
MAX FINNEY FOUNDATION INCTXB82 $101,357$92,201 DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name
PRIMUS FOUNDATION INCMDB82 $100,000$32,186 CEO$0 Same NTEE code B82, revenue within 2x, similar name
JERICHO FOUNDATION INCMIB82 $109,651$217,516 EXECUTIVE DI$0 Same NTEE code B82, revenue within 2x, similar name
IRESEARCH FOUNDATION INCNYB82 $101,796$5,767 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
ANN M MARTIN FOUNDATION INCNYB82 $97,108$105,301 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
THE HORD FOUNDATION INCCTB82 $99,790$101,487 Trustee$0 Same NTEE code B82, revenue within 2x, similar name
WEST ORANGE FOUNDATION INCFLB82 $98,374$63,505 CHAIRPERSON$0 Same NTEE code B82, revenue within 2x
RAYLE EMC FOUNDATION INCGAB82 $97,191$93,069 CHAIRMAN$0 Same NTEE code B82, revenue within 2x, similar name
POLK COUNTY FOUNDATION INCNEB82 $99,004$87,747 PRESIDENT/SECRETARY$0 Same NTEE code B82, revenue within 2x, similar name

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 funds this one DAF sponsor$681,63227 112015–2024 RESTOREUS FOUNDATION; WESTBY NORSE SCHOLARSHIP FUND; KAPADIA EDUCATION FOUNDATION INC; JERICHO FOUNDATION INC and 7 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$527,38021 82016–2024 JERICHO FOUNDATION INC; TEWAARATON FOUNDATION; THE HORD FOUNDATION INC; AL HURVIS ADAMM EDUCATION FOUNDATION INC and 4 more
OREGON COMMUNITY FOUNDATION DAF sponsor$167,9369 12015–2024 BEND ROTARY CLUB FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$162,80015 52013–2024 CARDINAL CREASE CLUB FOUNDATION INC; HOLT ROWLAND FOUNDATION INC; WEST ORANGE FOUNDATION INC; YELLOW RIBBON FOUNDATION OF CINCINNATI and 1 more
KNOPF FAMILY FOUNDATION INC Private foundation$150,0006 12020–2025 ANDREW RED HARRIS FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$127,2798 52021–2024 NEW MANUFACTURING ALLIANCE SCHOLARSHIP FUND INC; WEST ORANGE FOUNDATION INC; JERICHO FOUNDATION INC; ROYAL VAGABONDS FOUNDATION INC and 1 more
CAMERON FOUNDATION Private foundation$121,9618 12018–2024 JESSICA ANN MOORE FOUNDATION
THE BATCHELOR FOUNDATION INC Private foundation$110,0005 12017–2024 ANDREW RED HARRIS FOUNDATION INC
OBICI HEALTHCARE FOUNDATION INC Private foundation$95,0003 12022–2023 JESSICA ANN MOORE FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$85,8007 32014–2023 IRESEARCH FOUNDATION INC; JERICHO FOUNDATION INC; MONTGOMERY EDUCATION FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$77,0684 32018–2021 THE HORD FOUNDATION INC; PILOT POINT EDUCATIONAL FOUNDATION INC; WHF FOUNDATION
ANN A MERGENS FOUNDATION INC Private foundation$75,0003 12016–2018 ANDREW RED HARRIS FOUNDATION INC
GRAND HAVEN AREA COMMUNITY FOUNDATION INC DAF sponsor$66,0005 12020–2024 JERICHO FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$60,0001 12021–2021 HOLT ROWLAND FOUNDATION INC
ROBERT F BEARD CHARITABLE FOUNDATION Private foundation$55,0001 12017–2017 EDUCATION FOUNDATION OF HUDSON

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 · $75,529 spent · pay $0 · grants $59,500 · events $11,132
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $59,500$59,500-- 78.8%
Fees: investment management $8,306$8,306-- 11.0%
Office expenses $4,508$4,508-- 6.0%
Fees: accounting $1,373-$1,373- 1.8%
Fees: management $1,000-$1,000- 1.3%
Information technology $378$378-- 0.5%
Other (as described)POSTAGE $145$145-- 0.2%
Other (as described)LICENSE $133$133-- 0.2%
Fees: other services $102$102-- 0.1%
Other (as described)FEES $97$97-- 0.1%
Other (as described)MISC-ML $37$37-- 0.0%
All other expenses -$50-$50-- -0.1%
Fundraising events Eventdirect expenses; gross income $28,805$11,132reported apart
Total$75,529100%

View the filing

2023 · Form 990 · $58,150 spent · pay $0 · grants $46,800 · events $10,876
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $46,800$46,800-- 80.5%
Fees: investment management $6,277$6,277-- 10.8%
Advertising and promotion $4,340$4,340-- 7.5%
Fees: accounting $1,262-$1,262- 2.2%
Fees: management $1,000-$1,000- 1.7%
Office expenses $646$646-- 1.1%
Other (as described)POSTAGE $138$138-- 0.2%
Other (as described)FEES $37$37-- 0.1%
Other (as described)LICENSE $25$25-- 0.0%
All other expenses -$2,375-$2,375-- -4.1%
Fundraising events Eventdirect expenses; gross income $25,710$10,876reported apart
Total$58,150100%

View the filing

2022 · Form 990 · $60,413 spent · pay $0 · grants $49,000 · events $8,003
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $49,000$49,000-- 81.1%
Fees: investment management $6,981$6,981-- 11.6%
Advertising and promotion $3,950$3,950-- 6.5%
Fees: accounting $1,265-$1,265- 2.1%
Fees: management $1,000-$1,000- 1.7%
Other (as described)MISC-ML $223$223-- 0.4%
Other (as described)LICENSE $79$79-- 0.1%
Other (as described)POSTAGE $68$68-- 0.1%
Office expenses $42$42-- 0.1%
Fees: other services $5$5-- 0.0%
Other (as described)DONATION -$200-$200-- -0.3%
All other expenses -$2,000-$2,000-- -3.3%
Fundraising events Eventdirect expenses; gross income $23,860$8,003reported apart
Total$60,413100%

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2021 · Form 990 · $56,494 spent · pay $0 · grants $42,300 · events $16,151
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $42,300$42,300-- 74.9%
Fees: investment management $5,590$5,590-- 9.9%
Advertising and promotion $3,491$3,491-- 6.2%
Other (as described)GRANTS VOIDED $2,500$2,500-- 4.4%
Fees: accounting $1,161-$1,161- 2.1%
Fees: management $1,000-$1,000- 1.8%
Other (as described)MISC $123$123-- 0.2%
Other (as described)POSTAGE $120$120-- 0.2%
All other expenses $109$109-- 0.2%
Other (as described)DONATION $100$100-- 0.2%
Fundraising events Eventdirect expenses; gross income $39,320$16,151reported apart
Total$56,494100%

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2020 · Form 990 · $54,501 spent · pay $0 · grants $45,475 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $45,475$45,475-- 83.4%
Fees: investment management $6,236$6,236-- 11.4%
Fees: accounting $1,129$1,129-- 2.1%
Fees: management $1,000$1,000-- 1.8%
Advertising and promotion $360$360-- 0.7%
Other (as described)POSTAGE $166$166-- 0.3%
Other (as described)LICENSE $64$64-- 0.1%
Other (as described)DUES $50$50-- 0.1%
Office expenses $21$21-- 0.0%
Total$54,501100%

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2019 · Form 990 · $56,688 spent · pay $0 · grants $48,000 · events $377
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $48,000$48,000-- 84.7%
Fees: investment management $5,346$5,346-- 9.4%
Fees: accounting $1,259$1,259-- 2.2%
Fees: management $1,000$1,000-- 1.8%
Advertising and promotion $659$659-- 1.2%
Other (as described)ANNUAL MEETING $163$163-- 0.3%
Other (as described)LICENSE $118$118-- 0.2%
Other (as described)POSTAGE $56$56-- 0.1%
Other (as described)DUES $50$50-- 0.1%
All other expenses $47$47-- 0.1%
Fees: other services -$10-$10-- -0.0%
Fundraising events Eventdirect expenses; gross income $24,410$377reported apart
Total$56,688100%

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2018 · Form 990 · $64,124 spent · pay $0 · grants $56,000 · events $10,179
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $56,000$56,000-- 87.3%
Fees: investment management $4,845$4,845-- 7.6%
Fees: accounting $1,075$1,075-- 1.7%
Fees: management $1,000$1,000-- 1.6%
Advertising and promotion $359$359-- 0.6%
Other (as described)ANNUAL MEETING $354$354-- 0.6%
Fees: other services $225$225-- 0.4%
Other (as described)POSTAGE $109$109-- 0.2%
Other (as described)LICENSE $64$64-- 0.1%
Other (as described)DUES $50$50-- 0.1%
All other expenses $43$43-- 0.1%
Fundraising events Eventdirect expenses; gross income $41,275$10,179reported apart
Total$64,124100%

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2017 · Form 990 · $50,174 spent · pay $0 · grants $46,000 · events $10,345
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $46,000$46,000-- 91.7%
Fees: investment management $3,917$3,917-- 7.8%
Fees: management $1,000$1,000-- 2.0%
Fees: accounting $925$925-- 1.8%
Advertising and promotion $310$310-- 0.6%
Other (as described)POSTAGE $178$178-- 0.4%
Other (as described)LICENSE $64$64-- 0.1%
Office expenses $61$61-- 0.1%
Other (as described)ANNUAL MEETING $39$39-- 0.1%
Fees: other services -$2,320-$2,320-- -4.6%
Fundraising events Eventdirect expenses; gross income $42,715$10,345reported apart
Total$50,174100%

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2016 · Form 990 · $52,570 spent · pay $0 · grants $48,000 · events $7,793
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $48,000$48,000-- 91.3%
Fees: investment management $1,917$1,917-- 3.6%
Fees: management $1,000$1,000-- 1.9%
Fees: accounting $925$925-- 1.8%
Advertising and promotion $314$314-- 0.6%
Other (as described)POSTAGE $271$271-- 0.5%
Other (as described)TELEPHONE $88$88-- 0.2%
Other (as described)DUES $45$45-- 0.1%
Other (as described)LICENSE $10$10-- 0.0%
Fundraising events Eventdirect expenses; gross income $40,305$7,793reported apart
Total$52,570100%

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2015 · Form 990 · $37,323 spent · pay $0 · grants $32,000 · events $13,436
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $32,000$32,000-- 85.7%
Fees: investment management $2,811$2,811-- 7.5%
Fees: management $1,000$1,000-- 2.7%
Fees: accounting $875$875-- 2.3%
Advertising and promotion $279$279-- 0.7%
Other (as described)POSTAGE $159$159-- 0.4%
Other (as described)LICENSE $64$64-- 0.2%
Other (as described)ANNUAL MEETING $61$61-- 0.2%
Other (as described)DUES $45$45-- 0.1%
Office expenses $29$29-- 0.1%
Fundraising events Eventdirect expenses; gross income $42,580$13,436reported apart
Total$37,323100%

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2014 · Form 990 · $45,417 spent · pay $0 · grants $40,000 · events $7,785
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $40,000$40,000-- 88.1%
Fees: investment management $2,866$2,866-- 6.3%
Fees: management $1,000$1,000-- 2.2%
Fees: accounting $800$800-- 1.8%
Advertising and promotion $423$423-- 0.9%
Other (as described)LICENSE $118$118-- 0.3%
Other (as described)ANNUAL MEETING $117$117-- 0.3%
Office expenses $48$48-- 0.1%
Other (as described)DUES $45$45-- 0.1%
Fundraising events Eventdirect expenses; gross income $57,965$7,785reported apart
Total$45,417100%

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2013 · Form 990 · $44,865 spent · pay $0 · grants $40,000 · events $7,464
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $40,000$40,000-- 89.2%
Fees: investment management $1,998$1,998-- 4.5%
Fees: accounting $849$849-- 1.9%
Fees: management $800$800-- 1.8%
Advertising and promotion $745$745-- 1.7%
Office expenses $350$350-- 0.8%
Other (as described)LICENSE $64$64-- 0.1%
Other (as described)DUES $50$50-- 0.1%
Other (as described)SUPPLIES $9$9-- 0.0%
Fundraising events Eventdirect expenses; gross income $29,935$7,464reported apart
Total$44,865100%

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2012 · Form 990 · $23,975 spent · pay $400 · grants $20,000 · events $7,130
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $20,000$20,000-- 83.4%
Advertising and promotion $1,146$1,146-- 4.8%
Other (as described)SUPPLIES $835$835-- 3.5%
Fees: accounting $725$725-- 3.0%
Fees: investment management $514-$514- 2.1%
Pay: officers, directors, trustees, key employees $400$400-- 1.7%
Office expenses $134$134-- 0.6%
Conferences, conventions and meetings $107$107-- 0.4%
Fees: legal $64$64-- 0.3%
Fees: other services $50$50-- 0.2%
Fundraising events Eventdirect expenses; gross income -$7,023reported apart
Total$23,975100%

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2011 · Form 990EZ · $29,189 spent · pay $800 · grants $26,000 · events $6,180
LineAs describedTotalShare
Grants and similar amounts paid $26,000 89.1%
Other expenses (detail on Schedule O) $1,410 4.8%
Salaries, other pay and benefits $800 2.7%
Fees to independent contractors $775 2.7%
Printing, publications, postage $204 0.7%
Fundraising events Eventdirect expenses; gross income -$6,180reported apart
Total$29,189100%

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2010 · Form 990EZ · $21,168 spent · pay $800 · grants $19,000 · events $7,319
LineAs describedTotalShare
Grants and similar amounts paid $19,000 89.8%
Salaries, other pay and benefits $800 3.8%
Fees to independent contractors $775 3.7%
Printing, publications, postage $493 2.3%
Other expenses (detail on Schedule O) $100 0.5%
Fundraising events Eventdirect expenses; gross income -$7,319reported apart
Total$21,168100%

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2009 · Form 990EZ · $17,330 spent · pay $600 · grants $15,750 · events $5,268
LineAs describedTotalShare
Grants and similar amounts paid $15,750 90.9%
Fees to independent contractors $720 4.2%
Salaries, other pay and benefits $600 3.5%
Printing, publications, postage $260 1.5%
Fundraising events Eventdirect expenses; gross income $13,650$5,268reported apart
Total$17,330100%

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