STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC DAF sponsor

Cite this

Plain text WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/391869271. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/391869271

MLA “WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/391869271. Accessed 20 Oct. 2026.

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

2024 · Form 990 · revenue $543K · expenses $1.5M · assets $7.0M

Also known as
FAMILY FOUNDATION INC
EIN
39-1869271
Address
4455 W LAWRENCE ST, APPLETON, WI 54914-4065
NTEE code
J00Z
Subsection
501(c)(3)
Ruling year
1997
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 11 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

11 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
Barbara Schmidt PRESIDENT2009-2024 1 $0 reported 1
Marne Keller-Krikava DIRECTOR2020-2024 0 $0 reported 1
Dr Sarah Schmidt VICE PRESIDENT/SECRETARY/TREASURER2009-2024 1 $0 reported 1
Nancy Armbrust DIRECTOR2023-2024 0 $0 reported 1
Chris Woleske DIRECTOR2023-2024 0 $0 reported 1
Brad Benz (former) TREASURER THRU 10/232020-2023 1 $0 reported 1
Stephen Kuper (former) DIRECTOR THRU 10/232010-2023 0 $0 reported 1
Mary Evans (former) PAST DIRECTOR2014-2020 0 $0 reported 1
Michael Wise (former) PAST TREASURER AND DIRECTOR2009-2020 1 $0 reported 1
Larry Kath (former) PAST DIRECTOR2009-2014 0 $0 reported 2
Ruth Haviland (former) PAST DIRECTOR2009-2010 0 $0 reported 1

People by year

2024 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA SCHMIDT PRESIDENT1 $0$0$0 $01
MARNE KELLER-KRIKAVA DIRECTOR0 $0$0$0 $01
DR SARAH SCHMIDT VICE PRESIDENT/SECRETARY/TREASURER1 $0$0$0 $01
NANCY ARMBRUST DIRECTOR0 $0$0$0 $01
CHRIS WOLESKE DIRECTOR0 $0$0$0 $01
2023 · 7 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
BRAD BENZ TREASURER THRU 10/231 $0$0$0 $01
MARNE KELLER-KRIKAVA DIRECTOR0 $0$0$0 $01
DR SARAH SCHMIDT VICE PRESIDENT/SECRETARY/TREASURER1 $0$0$0 $01
STEPHEN KUPER DIRECTOR THRU 10/230 $0$0$0 $01
NANCY ARMBRUST DIRECTOR0 $0$0$0 $01
CHRIS WOLESKE DIRECTOR0 $0$0$0 $01
2022 · 5 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
BRAD BENZ TREASURER AND DIRECTOR1 $0$0$0 $01
MARNE KELLER-KRIKAVA DIRECTOR0 $0$0$0 $01
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2021 · 5 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
BRAD BENZ TREASURER AND DIRECTOR1 $0$0$0 $01
MARNE KELLER-KRIKAVA DIRECTOR0 $0$0$0 $01
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2020 · 7 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
BRAD BENZ TREASURER AND DIRECTOR1 $0$0$0 $01
MARNE KELLER-KRIKAVA DIRECTOR0 $0$0$0 $01
MARY EVANS PAST DIRECTOR0 $0$0$0 $01
MICHAEL WISE PAST TREASURER AND DIRECTOR1 $0$0$0 $01
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2019 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2018 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2017 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2016 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2015 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2014 · 6 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
LARRY KATH PAST DIRECTOR0 $0$0$0 $02
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
MARY EVANS DIRECTOR0 $0$0$0 $01
2013 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
LARRY KATH DIRECTOR0 $0$0$0 $02
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2012 · 5 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
LARRY KATH DIRECTOR0 $0$0$0 $02
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2011 · 5 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
LARRY KATH DIRECTOR0 $0$0$0 $02
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2010 · 6 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT AND DIRECTOR1 $0$0$0 $01
LARRY KATH DIRECTOR0 $0$0$0 $02
RUTH HAVILAND PAST DIRECTOR0 $0$0$0 $01
MICHAEL WISE TREASURER AND DIRECTOR1 $0$0$0 $01
STEPHEN KUPER DIRECTOR0 $0$0$0 $01
2009 · 5 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH SCHMIDT VICE PRESIDENT/SECRETARY1 $0$0$0 $01
BARBARA SCHMIDT PRESIDENT and director1 $0$0$0 $01
LARRY KATH director0 $0$0$0 $02
RUTH HAVILAND director0 $0$0$0 $01
MICHAEL WISE TREASURER and director1 $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 · 14 grants to organizations · $1.4M

Listed grants add up to $1,449,612; the return's “grants paid” expense line says $1,479,612. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 14 grants to organizations · $757K

Listed grants add up to $757,000; the return's “grants paid” expense line says $802,589. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 18 grants to organizations · $1.3M

Listed grants add up to $1,307,500; the return's “grants paid” expense line says $1,338,238. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 15 grants to organizations · $333K

Listed grants add up to $333,100; the return's “grants paid” expense line says $361,600. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 25 grants to organizations · $993K

Listed grants add up to $993,200; the return's “grants paid” expense line says $1,056,178. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 17 grants to organizations · $915K

Listed grants add up to $915,093; the return's “grants paid” expense line says $979,065. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 16 grants to organizations · $378K

Listed grants add up to $378,450; the return's “grants paid” expense line says $434,512. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 20 grants to organizations · $592K

Listed grants add up to $591,500; the return's “grants paid” expense line says $652,170. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 23 grants to organizations · $490K

Listed grants add up to $490,418; the return's “grants paid” expense line says $554,073. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 20 grants to organizations · $416K

Listed grants add up to $415,700; the return's “grants paid” expense line says $467,739. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 14 grants to organizations · $337K

Listed grants add up to $336,960; the return's “grants paid” expense line says $396,326. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 14 grants to organizations · $301K

Listed grants add up to $301,100; the return's “grants paid” expense line says $363,698. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 8 grants to organizations · $165K

Listed grants add up to $165,100; the return's “grants paid” expense line says $237,724. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 14 grants to organizations · $285K

Listed grants add up to $284,850; the return's “grants paid” expense line says $312,107. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 9 grants to organizations · $145K

Listed grants add up to $144,750; the return's “grants paid” expense line says $196,268. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2009 · 7 grants to organizations · $118K

Listed grants add up to $118,450; the return's “grants paid” expense line says $170,375. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

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

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$543,112$1,537,047 $7,009,857$6,315,929 $4,915$0 $0010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$794,033$854,276 $7,236,734$7,040,970 $50,000$0 $0010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$409,024$1,400,779 $6,861,017$6,478,867 $0$0 $009
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$613,843$396,722 $9,799,606$9,710,189 $207,820$0 $009
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,798,877$1,119,597 $9,410,321$9,232,309 $1,292,043$0 $0010
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$336,830$1,036,843 $6,870,247$6,753,213 $0$0 $0010
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$470,148$492,358 $7,600,004$7,512,042 $0$0 $0010
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$668,327$707,164 $7,604,579$7,422,879 $428,357$0 $0010
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$2,106,152$598,272 $6,855,054$6,723,048 $1,970,274$0 $0010
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$1,155,062$510,844 $4,432,115$4,307,239 $1,132,807$0 $0010
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$856,524$435,577 $3,995,021$3,892,433 $540,823$0 $0011
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$889,516$393,817 $3,638,269$3,577,597 $793,675$0 $0010
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$531,967$261,938 $2,537,095$2,530,321 $456,228$0 $0010
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$333,160$334,758 $2,056,184$2,035,151 $271,735$0 $008
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$378,624$217,546 $2,140,360$2,140,360 $354,846$0 $0011
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$240,504$187,493 $1,629,417$1,622,149 $180,318$0 $005

Funders of this organization

1 grantor reported grants to this organization, $48,580 in all, tax years 2016 to 2016. 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
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor Exact 2016 1$48,580 2016$48,580
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
AMERICAN RENTAL ASSOCIATION FOUNDATIONILJ00 $606,803$421,392 TRUSTEE-AT-LARGE$0 Same NTEE code J00, revenue within 2x
R S EVANS FOUNDATION INCNYJ00 $927,036$1,139,313 PRESIDENT$0 Same NTEE code J00, revenue within 2x
CHILDRENS REHABILITATION CENTEROHJ00 $803,558$868,057 EXECUTIVE DIRECTOR$98,296 Same NTEE code J00, revenue within 2x
BELLA WOMENS CENTEROHJ00 $1,047,229$1,386,084 EXECUTIVE DIRE$70,885 Same NTEE code J00, revenue within 2x
ALMA RANDOLPH CHARITABLE FOUNDATION INCKYJ00 $182,343$128,907 PRESIDENT$0 Same NTEE code J00, revenue within 5x
METROPOLITAN EDUCATION DISTRICT FOUNDATIONCAJ00 $110,377$143,691 PRESIDENT$0 Same NTEE code J00, revenue within 5x
MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INCMAJ00 $149,746$313,698 CLERK$0 Same NTEE code J00, revenue within 5x
MINERAL SPRINGS CENTER INCGAJ00 $1,619,801$715,092 MEMBER AT LA$0 Same NTEE code J00, revenue within 5x
BLACK HILLS WORKS FOUNDATION INCSDJ00 $3,322,850$2,631,298 BOARD TREASURER$0 Same NTEE code J00, revenue within 10x
GRANOFF FAMILY FOUNDATIONRIJ00 $78,704$91,157 CO-TRUSTEE$0 Same NTEE code J00, revenue within 10x
NORTHWEST HUMAN RESOURCE MANAGEMENT ASSOCIATIONWAJ00 $58,397$119,119 PRESIDENT$0 Same NTEE code J00, revenue within 10x
INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERSCAJ00 $103,293$64,103 PRESIDENT$0 Same NTEE code J00, revenue within 10x
MILES FAMILY FOUNDATION TRFLJ00 $27,207$17,428 TRUSTEE$0 Same NTEE code J00, revenue differs more than 10x
STARBASE OF SOUTH DAKOTA INCSDJ00 $10,200$6,160 Director$0 Same NTEE code J00, revenue differs more than 10x
HOREINU FOUNDATIONMDJ00 -$5,267$15,904 PRESIDENT$0 Same NTEE code J00, revenue differs more than 10x
THE JACK JENNINGS FOUNDATIONCAJ00 $20,942$73,142 TRUSTEE$0 Same NTEE code J00, revenue differs more than 10x
CIVIC LITERACY AND SERVICE PROJECTCAJ00 $40,135$76,078 Executive Dir.$0 Same NTEE code J00, revenue differs more than 10x
VICTOR AND MONICA MARKOWICZ CHARITABLE TRUSTNYJ00 $18,138$4,200 TRUSTEE$0 Same NTEE code J00, revenue differs more than 10x
WE ARE HOPE INCWIJ22 $466,247$515,792 EXECUTIVE DIRECTOR$67,173 Same NTEE group J, revenue within 2x, same state
FOREST INDUSTRY SAFETY AND TRAINING ALLIANCE INCWIJ22 $432,913$432,232 EXECUTIVE DI$166,958 Same NTEE group J, revenue within 2x, same state
COMMUNITY SUPPORT NETWORK INCWIJ20 $603,866$586,631 EXECUTIVE DI$85,083 Same NTEE group J, revenue within 2x, same state
SUPERIOR BUSINESS CENTER INCWIJ20 $506,823$457,219 EXECUTIVE DI$36,000 Same NTEE group J, revenue within 2x, same state
ELECTRICAL WRKRS LOCAL 159 LABOR MNGMNT COOPERATION COMMITTEE FD TRWIJ40 $410,120$403,886 CHAIRMAN$0 Same NTEE group J, revenue within 2x, same state
WISCONSIN BUILDING TRADES COUNCILWIJ40 $472,341$415,607 EXCECUTIVE DIRECTOR$182,785 Same NTEE group J, revenue within 2x, same state
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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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,776,07859 142016–2024 CHAVERIM ISRAEL FAMILY SERVICES INC; JEVS FOUNDATION; NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH; JOYEUX FOUNDATION US and 10 more
ANN LOUISE FOUNDATION Private foundation$1,306,4823 12022–2024 THE NEXT STEP FOUNDATION
ELIZABETH A HULL CHARITABLE TRUST Private foundation$1,291,3786 12019–2024 MAYS MISSION FOR THE HANDICAPPED INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,175,0008 42020–2024 NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH; BURLINGTON WEST BURLINGTON AREA DEVELOPMENT FOUNDATION; WORKFIRST FOUNDATION; JEVS FOUNDATION
ERGON FOUNDATION INC Private foundation$800,0004 12021–2024 ASPHALT INSTITUTE FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$767,28031 52014–2024 FIRESIDE MINISTRIES AND INDUSTRIES INC; UR CHICAGO ALLIANCE INC; ALMA RANDOLPH CHARITABLE FOUNDATION INC; WORKFIRST FOUNDATION and 1 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$644,70022 102014–2024 FIRESIDE MINISTRIES AND INDUSTRIES INC; BLACK HILLS WORKS FOUNDATION INC; MINERAL SPRINGS CENTER INC; FOOLPROOF FOUNDATION INC and 6 more
DONORS TRUST INC DAF sponsor$600,0001 12020–2020 NEW CENTURY FOUNDATION
FIVE TOGETHER FOUNDATION TR Private foundation$573,0004 12021–2024 JEVS FOUNDATION
W K KELLOGG FOUNDATION Private foundation$508,0003 12021–2023 SKILLS FOUNDATION OF MISSISSIPPI
BURTON D MORGAN FOUNDATION INC Private foundation$500,0003 12022–2024 PRESIDENTS COUNCIL FOUNDATION INC
KIRK FOUNDATION Private foundation$500,0002 12019–2020 ASPHALT INSTITUTE FOUNDATION INC
CHILDRENS REHABILITATION CENTER FOUNDATION Private foundation$396,7035 12020–2024 CHILDRENS REHABILITATION CENTER
CLIFFORD AND LAVONNE GRAESE FOUNDATION Private foundation$357,50013 12013–2025 BLACK HILLS WORKS FOUNDATION INC
DENVER FOUNDATION DAF sponsor$306,95011 12014–2024 COLORADO JOBS WITH JUSTICE 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 · $1,537,047 spent · pay $0 · grants $1,479,612 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,479,612$1,479,612-- 96.3%
Fees: management $29,280$14,640$14,640- 1.9%
Fees: investment management $22,123-$22,123- 1.4%
Fees: accounting $4,915-$4,915- 0.3%
Office expenses $1,117$716$401- 0.1%
Total$1,537,047100%

View the filing

2023 · Form 990 · $854,276 spent · pay $0 · grants $802,589 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $802,589$802,589-- 93.9%
Fees: management $29,282$14,641$14,641- 3.4%
Fees: investment management $21,083-$21,083- 2.5%
Office expenses $1,322$807$515- 0.2%
Total$854,276100%

View the filing

2022 · Form 990 · $1,400,779 spent · pay $0 · grants $1,338,238 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,338,238$1,338,238-- 95.5%
Fees: management $36,713$18,356$18,357- 2.6%
Fees: investment management $24,877-$24,877- 1.8%
Office expenses $951$553$398- 0.1%
Total$1,400,779100%

View the filing

2021 · Form 990 · $396,722 spent · pay $0 · grants $361,600 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $361,600$361,600-- 91.1%
Fees: management $20,760$10,380$10,380- 5.2%
Fees: investment management $13,957-$13,957- 3.5%
Office expenses $405$241$164- 0.1%
Total$396,722100%

View the filing

2020 · Form 990 · $1,119,597 spent · pay $0 · grants $1,056,178 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,056,178$1,056,178-- 94.3%
Fees: legal $36,840$18,420$18,420- 3.3%
Fees: investment management $25,829-$25,829- 2.3%
Office expenses $750$437$313- 0.1%
Total$1,119,597100%

View the filing

2019 · Form 990 · $1,036,843 spent · pay $0 · grants $979,065 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $979,065$979,065-- 94.4%
Fees: management $34,360$17,180$17,180- 3.3%
Fees: investment management $21,547-$21,547- 2.1%
Office expenses $1,871$1,122$749- 0.2%
Total$1,036,843100%

View the filing

2018 · Form 990 · $492,358 spent · pay $0 · grants $434,512 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $434,512$434,512-- 88.3%
Fees: management $33,341$16,670$16,671- 6.8%
Fees: investment management $23,921-$23,921- 4.9%
Office expenses $584$368$216- 0.1%
Total$492,358100%

View the filing

2017 · Form 990 · $707,164 spent · pay $0 · grants $652,170 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $652,170$652,170-- 92.2%
Fees: management $32,044$16,022$16,022- 4.5%
Fees: investment management $22,256-$22,256- 3.1%
Office expenses $694$369$325- 0.1%
Total$707,164100%

View the filing

2016 · Form 990 · $598,272 spent · pay $0 · grants $554,073 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $554,073$554,073-- 92.6%
Fees: management $23,280$11,640$11,640- 3.9%
Fees: investment management $19,338-$19,338- 3.2%
Office expenses $1,581$599$982- 0.3%
Total$598,272100%

View the filing

2015 · Form 990 · $510,844 spent · pay $0 · grants $467,739 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $467,739$467,739-- 91.6%
Fees: investment management $22,182-$22,182- 4.3%
Fees: management $20,452$10,135$10,317- 4.0%
Office expenses $471$254$217- 0.1%
Total$510,844100%

View the filing

2014 · Form 990 · $435,577 spent · pay $0 · grants $396,326 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $396,326$396,326-- 91.0%
Fees: investment management $20,049-$20,049- 4.6%
Fees: management $18,460$9,230$9,230- 4.2%
Office expenses $569$306$263- 0.1%
Fees: other services $173-$173- 0.0%
Total$435,577100%

View the filing

2013 · Form 990 · $393,817 spent · pay $0 · grants $363,698 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $363,698$363,698-- 92.4%
Fees: investment management $16,066-$16,066- 4.1%
Fees: management $13,178$6,589$6,589- 3.3%
Other (as described)MISCELLANEOUS $417$208$209- 0.1%
Office expenses $310$155$155- 0.1%
Fees: other services $148-$148- 0.0%
Total$393,817100%

View the filing

2012 · Form 990 · $261,938 spent · pay $0 · grants $237,724 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $237,724$237,724-- 90.8%
Fees: investment management $12,344-$12,344- 4.7%
Fees: management $11,438$5,719$5,719- 4.4%
Office expenses $262$136$126- 0.1%
Fees: other services $170-$170- 0.1%
Total$261,938100%

View the filing

2011 · Form 990 · $334,758 spent · pay $0 · grants $312,107 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $312,107$312,107-- 93.2%
Fees: management $11,596$5,798$5,798- 3.5%
Fees: investment management $10,791-$10,791- 3.2%
Office expenses $151$79$72- 0.0%
Fees: other services $113-$113- 0.0%
Total$334,758100%

View the filing

2010 · Form 990 · $217,546 spent · pay $0 · grants $196,268 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $196,268$196,268-- 90.2%
Fees: management $10,503$5,251$5,252- 4.8%
Fees: investment management $10,440-$10,440- 4.8%
Office expenses $335$10$325- 0.2%
Total$217,546100%

View the filing

2009 · Form 990 · $187,493 spent · pay $0 · grants $170,375 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $170,375$170,375-- 90.9%
Fees: investment management $9,517-$9,517- 5.1%
Office expenses $7,601$10$7,591- 4.1%
Total$187,493100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 4$0$26,090$103,973 1$0$1,453,522$6,211,956
2023 · Form 990 view filing
Yes 4$50,000$430,589$116,991 1-$372,000$6,923,979
2022 · Form 990 view filing
Yes 4-$543,500$435,667 1-$794,738$6,043,200
2021 · Form 990 view filing
Yes 4$0$226,100$1,221,818 1$207,820$135,500$8,488,371
2020 · Form 990 view filing
Yes 4$1,008,309$477,700$1,265,981 1$283,734$578,478$7,966,328
2019 · Form 990 view filing
Yes 4$500,000$438,891$538,455 1-$1,040,174$6,214,758
2018 · Form 990 view filing
Yes 4$0$185,331$488,167 1$0$249,181$7,023,875
2017 · Form 990 view filing
Yes 4$428,357$296,225$633,433 1$0$355,945$6,789,446
2016 · Form 990 view filing
Yes 5$404,300$308,393$429,877 1$1,565,974$245,680$6,293,171
2015 · Form 990 view filing
Yes 4$258,682$258,100$253,658 1$874,125$209,639$4,053,581
2014 · Form 990 view filing
Yes 4$207,230$228,560$274,843 1$333,593$167,766$3,617,590
2013 · Form 990 view filing
Yes 5$253,313$271,748$276,858 1$540,362$91,950$3,300,739
2012 · Form 990 view filing
Yes 4$182,802$141,874$230,832 ----
2011 · Form 990 view filing
Yes 4$29,575$175,357$158,113 ----
2010 · Form 990 view filing
Yes 4$88,566$131,668$340,345 ----
2009 · Form 990 view filing
Yes 4$180,318$93,925$320,650 ----