STRATEGY STUDIO / PUBLIC DATA EXPLORER

786 FOUNDATION 49-M020-01-9 UA DTD 031097

Cite this

Plain text 786 FOUNDATION 49-M020-01-9 UA DTD 031097. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/396515741. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). 786 FOUNDATION 49-M020-01-9 UA DTD 031097 [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/396515741

MLA “786 FOUNDATION 49-M020-01-9 UA DTD 031097.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/396515741. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $395K · expenses $224K · assets $4.3M

EIN
39-6515741
Address
PO BOX 64193, SAINT PAUL, MN 55164-0193
NTEE code
-
Subsection
501(c)(3)
Ruling year
1990
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

7 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
Boston Trust Walden Company Institution TRUSTEE2019-2025 $12,193$73,109 2
Bmo Harris Bank Na Institution (former) TRUSTEE (1/1-8/17/2017)2012-2017 $10,268$83,579 160
Us Bank N A Institution (former) TRUSTEE2022-2024 $11,570$34,534 1475
Marshall & Ilsley Trust Co NA Institution (former) TRUSTEE2010-2011 $13,798$26,979 53
Boston Trust Inv Mgmt Co Institution (former) INVEST2010 $10,449$10,449 2
Acs Financial Group Inc Institution (former) INVEST2010 $5,885$5,885 1
Boston Trust Investment Institution (former) TRUSTEE (8/18-12/31/2017)2017 $532$532 1

People by year

2025 · 1 person listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $12,193-- $12,1932
2024 · 2 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE1 $11,570-- $11,5701475
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $0-- $02
2023 · 2 people listed · 1 paid, $11K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE1 $11,002-- $11,0021475
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $0-- $02
2022 · 2 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE1 $11,962-- $11,9621475
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $0-- $02
2021 · 1 person listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $40,002-- $40,0022
2020 · 1 person listed · 1 paid, $11K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $10,604-- $10,6042
2019 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOSTON TRUST WALDEN COMPANY Institution TRUSTEE0 $10,310-- $10,3102
2017 · 2 people listed · 2 paid, $11K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE (1/1-8/17/2017)1 $10,268-- $10,268160
BOSTON TRUST INVESTMENT Institution TRUSTEE (8/18-12/31/2017)0 $532-- $5321
2016 · 1 person listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE1 $14,384-$0 $14,384160
2015 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE1 $17,747-$0 $17,747160
2014 · 1 person listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE1 $14,368-$0 $14,368160
2013 · 1 person listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE1 $13,599-$0 $13,599160
2012 · 1 person listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BMO HARRIS BANK NA Institution TRUSTEE1 $13,213-$0 $13,213160
2011 · 1 person listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARSHALL & ILSLEY TRUST CO Institution TRUSTEE1 $13,798-$0 $13,79853
2010 · 3 people listed · 3 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARSHALL & ILSLEY TRUST CO Institution TRUSTEE1 $13,181-$0 $13,18153
BOSTON TRUST & INV MGMT CO Institution INVEST1 $10,449-$0 $10,4492
ACS FINANCIAL GROUP INC Institution INVEST0 $5,885-$0 $5,8851

Highest-paid independent contractors

2017 · 1 contractor · $16K
NameLocationServicePaid
BOSTON TRUST INVESTMENTBOSTON, MAINVESTMENT MANAGER$15,790

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 · 5 grants to organizations · $170K
2024 · 1 grant to organizations · $100K
2023 · 15 grants to organizations · $290K
2022 · 20 grants to organizations · $330K
2021 · 12 grants to organizations · $400K
2020 · 20 grants to organizations · $240K
2019 · 24 grants to organizations · $260K
2017 · 24 grants to organizations · $276K
2016 · 0 grants to organizations · $0 · 1 summary line · $201K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2015 · 0 grants to organizations · $0 · 1 summary line · $239K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2014 · 5 grants to organizations · $45K
2013 · 19 grants to organizations · $225K
2012 · 8 grants to organizations · $176K
2011 · 22 grants to organizations · $219K
2010 · 24 grants to organizations · $226K

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

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2017 · 3 contributors · $194K
#ContributorTypeCity, stateTotalNoncashSource
1 MARY LAMAR Person MADISON, WI $102,254$100,614 Form 990PF Sch. B, 2017 · filing
2 MARY LAMAR Person MADISON, WI $67,313$398,484 Form 990PF Sch. B, 2017 · filing
3 MARY LAMAR Person MADISON, WI $24,592$199,242 Form 990PF Sch. B, 2017 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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 990PF period ending 2025-12-31 · view filing · original 990 ↗
$395,026$223,556 $4,332,595$4,332,595 -- $12,193--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$435,533$142,081 $4,161,105$4,161,105 -- $11,570--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$75,611$331,010 $3,868,033$3,868,033 $0- $11,002--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$403,271$389,642 $4,123,413$4,123,413 -- $11,962--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$769,469$443,362 $4,110,154$4,110,154 -- $40,002--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$135,372$276,255 $3,779,190$3,779,190 -- $10,604--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$249,493$295,718 $3,925,179$3,925,179 -- $10,310--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$997,615$304,340 $3,951,894$3,951,894 $194,159- $10,800--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$158,853$239,026 $3,267,091$3,267,091 -- $14,384--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$541,416$271,509 $3,352,932$3,352,932 -- $14,747--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$134,484$78,799 $3,076,118$3,076,118 -- $14,368--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$204,734$265,443 $3,040,583$3,040,583 -- $13,599--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$161,146$206,925 $3,119,059$3,119,059 -- $13,213--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$165,269$254,222 $3,159,024$3,159,024 -- $13,798--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$140,542$256,774 $3,237,512$3,237,512 -- $13,181--

Funders of this organization

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

Similar organizations

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

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 990PF · $223,556 spent · pay $12,193 · grants $170,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $170,000 76.0%
Fees: other professional $28,075 12.6%
Pay: officers, directors, trustees $12,193 5.5%
Taxes $11,784 5.3%
Fees: accounting $1,500 0.7%
Other expenses $4 0.0%
Total$223,556100%

View the filing

2024 · Form 990PF · $142,081 spent · pay $11,570 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 70.4%
Fees: other professional $27,312 19.2%
Pay: officers, directors, trustees $11,570 8.1%
Taxes $1,698 1.2%
Fees: accounting $1,500 1.1%
Other expenses $1 0.0%
Total$142,081100%

View the filing

2023 · Form 990PF · $331,010 spent · pay $11,002 · grants $290,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $290,000 87.6%
Fees: other professional $25,269 7.6%
Pay: officers, directors, trustees $11,002 3.3%
Taxes $3,739 1.1%
Fees: accounting $1,000 0.3%
Total$331,010100%

View the filing

2022 · Form 990PF · $389,642 spent · pay $11,962 · grants $330,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $330,000 84.7%
Fees: other professional $26,562 6.8%
Taxes $20,118 5.2%
Pay: officers, directors, trustees $11,962 3.1%
Fees: accounting $1,000 0.3%
Total$389,642100%

View the filing

2021 · Form 990PF · $443,362 spent · pay $40,002 · grants $400,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $400,000 90.2%
Pay: officers, directors, trustees $40,002 9.0%
Taxes $2,360 0.5%
Fees: accounting $1,000 0.2%
Total$443,362100%

View the filing

2020 · Form 990PF · $276,255 spent · pay $10,604 · grants $240,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $240,000 86.9%
Fees: other professional $23,708 8.6%
Pay: officers, directors, trustees $10,604 3.8%
Fees: accounting $1,000 0.4%
Taxes $943 0.3%
Total$276,255100%

View the filing

2019 · Form 990PF · $295,718 spent · pay $10,310 · grants $260,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $260,000 87.9%
Fees: other professional $23,436 7.9%
Pay: officers, directors, trustees $10,310 3.5%
Fees: accounting $1,000 0.3%
Taxes $972 0.3%
Total$295,718100%

View the filing

2017 · Form 990PF · $304,340 spent · pay $10,800 · grants $275,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $275,600 90.6%
Fees: other professional $15,791 5.2%
Pay: officers, directors, trustees $10,800 3.5%
Taxes $1,161 0.4%
Fees: accounting $800 0.3%
Other expenses $188 0.1%
Total$304,340100%

View the filing

2016 · Form 990PF · $239,026 spent · pay $14,384 · grants $201,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $201,000 84.1%
Fees: other professional $14,804 6.2%
Pay: officers, directors, trustees $14,384 6.0%
Taxes $8,199 3.4%
Fees: accounting $600 0.3%
Other expenses $39 0.0%
Total$239,026100%

View the filing

2015 · Form 990PF · $271,509 spent · pay $14,747 · grants $239,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $239,000 88.0%
Pay: officers, directors, trustees $14,747 5.4%
Fees: other professional $14,694 5.4%
Taxes $2,406 0.9%
Fees: accounting $600 0.2%
Other expenses $62 0.0%
Total$271,509100%

View the filing

2014 · Form 990PF · $78,799 spent · pay $14,368 · grants $45,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $45,000 57.1%
Fees: other professional $17,658 22.4%
Pay: officers, directors, trustees $14,368 18.2%
Taxes $1,072 1.4%
Fees: accounting $600 0.8%
Other expenses $101 0.1%
Total$78,799100%

View the filing

2013 · Form 990PF · $265,443 spent · pay $13,599 · grants $225,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $225,000 84.8%
Fees: other professional $21,685 8.2%
Pay: officers, directors, trustees $13,599 5.1%
Taxes $4,273 1.6%
Fees: accounting $800 0.3%
Other expenses $86 0.0%
Total$265,443100%

View the filing

2012 · Form 990PF · $206,925 spent · pay $13,213 · grants $176,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $176,000 85.1%
Fees: other professional $15,166 7.3%
Pay: officers, directors, trustees $13,213 6.4%
Taxes $1,730 0.8%
Fees: accounting $800 0.4%
Other expenses $16 0.0%
Total$206,925100%

View the filing

2011 · Form 990PF · $254,222 spent · pay $13,798 · grants $218,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $218,700 86.0%
Fees: other professional $19,086 7.5%
Pay: officers, directors, trustees $13,798 5.4%
Taxes $1,887 0.7%
Fees: accounting $750 0.3%
Other expenses $1 0.0%
Total$254,222100%

View the filing

2010 · Form 990PF · $256,774 spent · pay $13,181 · grants $226,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $226,000 88.0%
Fees: other professional $16,334 6.4%
Pay: officers, directors, trustees $13,181 5.1%
Fees: accounting $750 0.3%
Taxes $508 0.2%
Other expenses $1 0.0%
Total$256,774100%

View the filing