STRATEGY STUDIO / PUBLIC DATA EXPLORER

SAGE PATIENT ADVOCATES

Cite this

Plain text SAGE PATIENT ADVOCATES. Strategy Studio, nonprofit organization profile, tax years 2013–2023. https://strategystudio.org/org/472196367. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SAGE PATIENT ADVOCATES [Nonprofit organization profile; tax years 2013–2023]. Retrieved October 19, 2026, from https://strategystudio.org/org/472196367

MLA “SAGE PATIENT ADVOCATES.” Strategy Studio, tax years 2013–2023, https://strategystudio.org/org/472196367. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2013–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $198K · expenses $249K · assets $417K

EIN
47-2196367
Address
12515 SEMILLON BLVD, SAN DIEGO, CA 92131-2205
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2025
Cross-check
ProPublica Nonprofit Explorer

Mission

SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SAGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSIST THE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS.SAGE'S PHILOSOPHY IS THAT A SECOND OPINION OR EVEN MULTIPLE SECOND OPINIONS, MAY BE BENEFIDCIAL TO THE PATIIENT. WE ALSO ENCOURAGE PATIENTS TO BECOME MORE KNOWLEDGEABLE ABOUT AND CONSIDER SUPPORTIVE CARE SERVICES, IF APPROPRIATE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 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
Stephen Kandel PRESIDENT2013-2023 60 $0 reported 1
Genevieve Kandel CHIEF FINANCIAL OFFICER2013-2023 10 $0 reported 1

People by year

2023 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT60 $0$0$0 $01
GENEVIEVE KANDEL CHIEF FINANCIAL OFFICER10 $0$0$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT60 $0-$0 $01
GENEVIEVE KANDEL SECRETARY10 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT60 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $0-$0 $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN KANDEL PRESIDENT1 $0-$0 $01
GENEVIEVE KANDEL SECRETARY1 $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.

2023 · 3 grants to organizations · $35K

Listed grants add up to $35,182; the return's “grants paid” expense line says $38,769. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 9 grants to organizations · $37K
2021 · 7 grants to organizations · $39K
2020 · 13 grants to organizations · $58K
2019 · 9 grants to organizations · $15K
2018 · 4 grants to organizations · $6K
2017 · 5 grants to organizations · $3K
2016 · 1 grant to organizations · $1K
2015 · 3 grants to organizations · $4K

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.

2022 · 7 contributors · $85K
#ContributorTypeCity, stateTotalNoncashSource
1 ED UIHLEIN FAMILY FOUNDATION Fuzzy 1.00 Organization or other LAKE FOREST, IL $25,000- Form 990PF Sch. B, 2022 · filing
6 NATIONAL PHILANTHROPIC TRUST Fuzzy 0.83 Organization or other JENKINTOWN, PA $25,000- Form 990PF Sch. B, 2022 · filing
2 THE CHICAGO COMMUNITY FOUNDATION Fuzzy 0.88 Organization or other CHICAGO, IL $10,000- Form 990PF Sch. B, 2022 · filing
5 MICHAEL & PATRICIA HEFFERNAN Organization or other SEATTLE, WA $10,000- Form 990PF Sch. B, 2022 · filing
3 VIRGINIA GRAHAM Organization or other SAN DIEGO, CA $5,000- Form 990PF Sch. B, 2022 · filing
4 WILLIAM LAWRENCE Organization or other INCLINE VILLAGE, NV $5,000- Form 990PF Sch. B, 2022 · filing
7 GORDON & CAROLE SEGAL Organization or other WINNETKA, IL $5,000- Form 990PF Sch. B, 2022 · filing
2021 · 6 contributors · $155K
#ContributorTypeCity, stateTotalNoncashSource
2 DEBRA TAWEEL CHARITABLE FUND Organization or other ORLANDO, FL $75,000- Form 990PF Sch. B, 2021 · filing
1 ED UIHLEIN FAMILY FOUNDATION Fuzzy 1.00 Organization or other LAKE FOREST, IL $25,000- Form 990PF Sch. B, 2021 · filing
3 CHRISTIAN COMM FDN DBA WATERSTONE Organization or other COLORADO SPRINGS, CO $25,000- Form 990PF Sch. B, 2021 · filing
6 WILLIAM LAWRENCE Organization or other INCLINE VILLAGE, NV $20,000- Form 990PF Sch. B, 2021 · filing
4 VIRGINIA GRAHAM Organization or other SAN DIEGO, CA $5,000- Form 990PF Sch. B, 2021 · filing
5 DIANA KHOURY Organization or other SAN DIEGO, CA $5,000- Form 990PF Sch. B, 2021 · filing
2020 · 4 contributors · $154K
#ContributorTypeCity, stateTotalNoncashSource
2 THE ABRAHAM STEIN 2001 LIVING TRUST Organization or other LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2020 · filing
1 ED UIHLEIN FAMILY FOUNDATION Fuzzy 1.00 Organization or other LAKE FOREST, IL $25,000- Form 990PF Sch. B, 2020 · filing
4 JP MORGAN GIFT FUND Organization or other NEW YORK, NY $25,000- Form 990PF Sch. B, 2020 · filing
3 FIDELITY CHARITABLE GIFT FUND Organization or other CINCINNATI, OH $3,500- Form 990PF Sch. B, 2020 · filing
2019 · 7 contributors · $233K
#ContributorTypeCity, stateTotalNoncashSource
4 THE ABRAHAM STEIN 2001 LIVING TRUST Organization or other LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2019 · filing
3 ED UIHLEIN FAMILY FOUNDATION Fuzzy 1.00 Organization or other LAKE FOREST, IL $50,000- Form 990PF Sch. B, 2019 · filing
7 JP MORGAN GIFT FUND Organization or other NEW YORK, NY $35,000- Form 990PF Sch. B, 2019 · filing
5 CHRISTIAN COMM FDN DBA WATERSTONE Organization or other COLORADO SPRINGS, CO $25,000- Form 990PF Sch. B, 2019 · filing
1 THE KATHLEEN & CHARLES WALGREEN III FOUNDATION Fuzzy 0.91 Organization or other HOMEWOOD, IL $10,000- Form 990PF Sch. B, 2019 · filing
6 KEVIN M DWAN Organization or other SINGAPORE, SN $8,000- Form 990PF Sch. B, 2019 · filing
2 SEGAL FAMILY FOUNDATION Fuzzy 0.85 Organization or other WATCHUNG, NJ $5,000- Form 990PF Sch. B, 2019 · filing
2018 · 8 contributors · $306K
#ContributorTypeCity, stateTotalNoncashSource
3 THE ABRAHAM STEIN 2001 LIVING TRUST Organization or other LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2018 · filing
4 SCHWAB CHARITABLE FUND Fuzzy 0.75 Organization or other SAN FRANCISCO, CA $76,000- Form 990PF Sch. B, 2018 · filing
2 ED UIHLEIN FAMILY FOUNDATION Fuzzy 1.00 Organization or other LAKE FOREST, IL $50,000- Form 990PF Sch. B, 2018 · filing
1 THOMAS KECK Organization or other LA JOLLA, CA $25,000- Form 990PF Sch. B, 2018 · filing
8 CHRISTIAN COMM FDN DBA WATERSTONE Organization or other COLORADO SPRINGS, CO $25,000- Form 990PF Sch. B, 2018 · filing
5 JAMES & JENNA ELLIS Organization or other LOS ALTOS HILLS, CA $15,000- Form 990PF Sch. B, 2018 · filing
6 MICHAEL JOSEPH MCINEREY III Organization or other STUART, FL $10,000- Form 990PF Sch. B, 2018 · filing
7 ROBERT MARSHALL Organization or other CENTERPORT, NY $5,000- Form 990PF Sch. B, 2018 · filing
2017 · 9 contributors · $159K
#ContributorTypeCity, stateTotalNoncashSource
3 RICHARD UIHLEIN Organization or other LAKE FOREST, IL $75,000- Form 990PF Sch. B, 2017 · filing
1 THE KATHLEEN & CHARLES WALGREEN III FOUNDATION Fuzzy 0.91 Organization or other HOMEWOOD, IL $25,000- Form 990PF Sch. B, 2017 · filing
4 THE TAWEEL FAMILY FUND Organization or other ALBANY, NY $25,000- Form 990PF Sch. B, 2017 · filing
7 JAMES M DENNY Organization or other WINNETKA, IL $15,000- Form 990PF Sch. B, 2017 · filing
5 SCHWAB CHARITABLE FUND Fuzzy 0.75 Organization or other SAN FRANCISCO, CA $5,000- Form 990PF Sch. B, 2017 · filing
8 IVAN ROSTOVSKY Organization or other LA JOLLA, CA $5,000- Form 990PF Sch. B, 2017 · filing
2 SEGAL FAMILY FOUNDATION Fuzzy 0.85 Organization or other WATCHUNG, NJ $3,000- Form 990PF Sch. B, 2017 · filing
6 FIDELITY CHARITABLE GIFT FUND Organization or other CINCINNATI, OH $3,000- Form 990PF Sch. B, 2017 · filing
9 JOHN GIANNIKAS Organization or other LOS ANGELES, CA $3,000- Form 990PF Sch. B, 2017 · filing
2016 · 5 contributors · $185K
#ContributorTypeCity, stateTotalNoncashSource
5 THE ABRAHAM STEIN 2001 LIVING TRUST Organization or other LOS ANGELES, CA $100,000- Form 990PF Sch. B, 2016 · filing
1 RICHARD UIHLEIN Organization or other LAKE FOREST, IL $50,000- Form 990PF Sch. B, 2016 · filing
3 TOM NELSON Organization or other AUSTIN, TX $15,000- Form 990PF Sch. B, 2016 · filing
2 THE TAWEEL FAMILY FUND Organization or other ALBANY, NY $10,000- Form 990PF Sch. B, 2016 · filing
4 THE STONE FAMILY TRUT Organization or other SAN DIEGO, CA $10,000- Form 990PF Sch. B, 2016 · filing
2015 · 7 contributors · $190K
#ContributorTypeCity, stateTotalNoncashSource
3 THE KATHLEEN & CHARLES WALGREEN III FOUNDATION Fuzzy 0.91 Organization or other HOMEWOOD, IL $50,000- Form 990PF Sch. B, 2015 · filing
6 RICHARD UIHLEIN Person LAKE FOREST, IL $45,000- Form 990PF Sch. B, 2015 · filing
2 JACK KARP Person WINNETKA, IL $30,000- Form 990PF Sch. B, 2015 · filing
7 THE TAWEEL FAMILY FUND Organization or other ALBANY, NY $25,000- Form 990PF Sch. B, 2015 · filing
1 THOMAS KECK Person LA JOLLA, CA $20,000- Form 990PF Sch. B, 2015 · filing
4 JEWISH FAMILY FOUNDATION Fuzzy 0.73 Organization or other SAN DIEGO, CA $15,000- Form 990PF Sch. B, 2015 · filing
5 SEGAL FAMILY FOUNDATION Fuzzy 0.85 Organization or other WATCHUNG, NJ $5,000- Form 990PF Sch. B, 2015 · filing
2014 · 5 contributors · $100K
#ContributorTypeCity, stateTotalNoncashSource
2 JACK KARP Person WINNETKA, IL $40,000- Form 990PF Sch. B, 2014 · filing
1 THOMAS KECK Person LA JOOLA, CA $30,000- Form 990PF Sch. B, 2014 · filing
3 TOM NELSON Person AUSTIN, TX $10,000- Form 990PF Sch. B, 2014 · filing
4 SIMON AND GLORIA KHOURY Person SAN DIEGO, CA $10,000- Form 990PF Sch. B, 2014 · filing
5 HOWARD AND HELAINE RESNICK Person HIGHLAND PARK, IL $10,000- Form 990PF Sch. B, 2014 · 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
2023 · Form 990 period ending 2024-10-31 · view filing · original 990 ↗
$198,215$248,832 $416,642$411,257 $196,635$0 $000
2022 · Form 990PF period ending 2023-10-31 · view filing · original 990 ↗
$107,284$289,230 $509,637$461,874 $104,610- $0--
2021 · Form 990PF period ending 2022-10-31 · view filing · original 990 ↗
$173,183$184,634 $653,960$643,820 $172,766- $0--
2020 · Form 990PF period ending 2021-10-31 · view filing · original 990 ↗
$186,042$136,804 $656,352$655,271 $183,873- $0--
2019 · Form 990PF period ending 2020-10-31 · view filing · original 990 ↗
$252,545$99,656 $606,093$606,033 $247,663- $0--
2018 · Form 990PF period ending 2019-10-31 · view filing · original 990 ↗
$336,209$147,312 $460,618$453,144 $333,974- $0--
2017 · Form 990PF period ending 2018-10-31 · view filing · original 990 ↗
$170,600$101,828 $273,990$264,247 $170,600- $0--
2016 · Form 990PF period ending 2017-10-31 · view filing · original 990 ↗
$211,071$111,503 $197,314$195,475 $211,071- $0--
2015 · Form 990PF period ending 2016-10-31 · view filing · original 990 ↗
$197,750$120,061 $100,039$95,907 $197,750- $0--
2014 · Form 990PF period ending 2015-10-31 · view filing · original 990 ↗
$109,737$91,519 $18,755$18,218 $109,737- $0--
2013 · Form 990PF period ending 2014-10-31 · view filing · original 990 ↗
$0$0 $0$0 -- $0--

Funders of this organization

12 grantors reported grants to this organization, $760,000 in all, tax years 2015 to 2024. 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 2018, 2022-2024 4$378,000 2024$128,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2024 1$108,000 2024$108,000
show
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor Exact 2019, 2021 2$75,000 2021$25,000
show
ED UIHLEIN FAMILY FOUNDATION Private foundation Fuzzy filed as “SAGE PATIENT ADVOCATES” 2022-2024 3$65,000 2024$15,000
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MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2019, 2024 2$50,000 2024$25,000
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NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2022 1$25,000 2022$25,000
show
THE CHICAGO COMMUNITY TRUST DAF sponsor Exact 2016, 2022 2$20,000 2022$10,000
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JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor Exact 2015 1$15,000 2015$15,000
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THE SAN DIEGO FOUNDATION DAF sponsor Exact 2023 1$10,000 2023$10,000
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GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor Exact 2017 1$10,000 2017$10,000
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DIANE & MICHAEL CANNEY FOUNDATION Private foundation Fuzzy filed as “SAGE PATIENT ADVOCATES” 2021, 2024 2$3,250 2024$2,500
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ROBERT D AND PHYLLIS A JAFFEE FAMILY FOUNDATION Private foundation Fuzzy filed as “SAGE PATIENT ADVOCATES” 2024 1$750 2024$750
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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
SEAN N PARKER FOUNDATIONCAT22 $197,399$3,641,935 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
PAUL SCAMMELL FOUNDATIONCAT22 $202,881$132,011 Pres, Dir, Sec$33,540 Same NTEE code T22, revenue within 2x, same state
PATRICK & SHIRLEY CAMPBELL FOUNDATION INCCAT22 $196,350$329,217 President$0 Same NTEE code T22, revenue within 2x, same state
SAHAAY FOUNDATIONCAT22 $201,740$7,391 CEO PRESIDEN$0 Same NTEE code T22, revenue within 2x, same state
CORRINE AND LENNY SANDS FOUNDATIONCAT22 $186,505$186,437 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ALO GIVES FOUNDATIONCAT22 $204,324$290,698 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
IRMA CEUNIS AND SIMONE C WYNANT FOUNDATIONCAT22 $191,818$186,174 TREASURER$0 Same NTEE code T22, revenue within 2x, same state
YVONNE AND ANGELO SANGIACOMO FAMILY FOUNDATIONCAT22 $187,154$514,010 PRESIDENT, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
LENART ART EDUCATION FOUNDATIONCAT22 $183,504$223,947 CO-TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE ROBERT S AND STAR PEPPERCAT22 $183,170$746,119 CEO$0 Same NTEE code T22, revenue within 2x, same state
PETER AND CANDIS DOERKEN FOUNDATIONCAT22 $194,442$200,175 CHAIRMAN OF THE BOARD AND TREASURER$0 Same NTEE code T22, revenue within 2x, same state
SHARANAM FOUNDATIONCAT22 $210,357$59,708 President$0 Same NTEE code T22, revenue within 2x, same state
PIKAKE FOUNDATION INCCAT22 $203,051$1,601,891 PRESIDENT/SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
SAI SHIVA CHARITABLE TRCAT22 $188,325$192,232 Managing Trustee$0 Same NTEE code T22, revenue within 2x, same state
SECOND CORE FOUNDATIONCAT22 $185,802$324,045 SECRETARY$24,000 Same NTEE code T22, revenue within 2x, same state
G A FLIESBACH FOUNDATIONCAT22 $203,389$312,746 President & CEO$0 Same NTEE code T22, revenue within 2x, same state
AYLOZYAN FAMILY FOUNDATIONCAT22 $211,062$316,412 TRUSTEE$29,166 Same NTEE code T22, revenue within 2x, same state
RAY & JANET SCHERR FOUNDATIONCAT22 $207,941$103,973 CEO, AS NEEDED$0 Same NTEE code T22, revenue within 2x, same state
BRIAN AND IRIS NA FOUNDATIONCAT22 $182,982$57,088 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HAROLD AND NADINE DAVIDSON FOUNDATION A CA NONPROFIT PUBLICCAT22 $209,860$89,810 PRESIDENT/CHEIF FINANCIAL$0 Same NTEE code T22, revenue within 2x, same state
BEIGHTLER SQUIRES CHARITABLE TRCAT22 $201,132$185,647 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
DON AND BARBARA CHAPIN FOUNDATIONCAT22 $208,039$184,277 President$0 Same NTEE code T22, revenue within 2x, same state
DANIEL S BERMAN FAMILY FOUNDATIONCAT22 $198,800$95,635 President$0 Same NTEE code T22, revenue within 2x, same state
THE MARTIN WONG FOUNDATION A CA NON-PROFIT PUBLIC BENEFIR CORPCAT22 $191,509$85,802 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JOSEPH F FARIVAR EDUCATIONAL FOUNDATIONCAT22 $192,891$81,525 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

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

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$350,05011 42018–2024 CHATHAM EDUCATION FOUNDATION; PAUL SHERWEN PROJECT INC; FOUNDATION FOR RANDOM ACTS OF KINDNESS INC; HOEA THE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$159,47813 42019–2024 FRIENDS OF THE PRINCETON CHARTER SCHOOL; CHATHAM EDUCATION FOUNDATION; HOEA THE FOUNDATION; BROOKLAND FOUNDTION
CENTRAL CAROLINA COMMUNITY FOUNDATION DAF sponsor$99,2009 12014–2024 BROOKLAND FOUNDTION
CHARLES S & MILLICENT P BROWN FAMILY FOUNDATION Private foundation$69,5004 12017–2024 CHATHAM EDUCATION FOUNDATION
OCONNOR FOUNDATION Private foundation$68,0007 12023–2024 FOUNDATION FOR THE OPEN EYE INC
HAL & CHARLIE PETERSON FOUNDATION Private foundation$65,1752 12016–2017 KERRVILLE ELKS CHARITIES INC
PERRY AND RUBY STEVENS CHARITABLE FOUNDATION Private foundation$61,0001 12017–2017 KERRVILLE ELKS CHARITIES INC
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$35,0003 12013–2024 FRIENDS OF THE PRINCETON CHARTER SCHOOL
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$33,3502 12019–2023 CHATHAM EDUCATION FOUNDATION
DUME WOLVERINE FOUNDATION Private foundation$25,0001 12022–2022 PAUL SHERWEN PROJECT INC
HINTZ FAMILY FUND INC Private foundation$20,0004 12016–2021 CHATHAM EDUCATION FOUNDATION
BRISTOL-MYERS SQUIBB FOUNDATION INC Private foundation$16,74111 22019–2023 FRIENDS OF THE PRINCETON CHARTER SCHOOL; CHATHAM EDUCATION FOUNDATION
CHARITIES AID FOUNDATION AMERICA DAF sponsor$15,8201 12024–2024 FRIENDS OF THE PRINCETON CHARTER SCHOOL
LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION Private foundation$15,0001 12024–2024 DESERET FIRST CHARITABLE FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$11,30519 22012–2023 CHATHAM EDUCATION FOUNDATION; FRIENDS OF THE PRINCETON CHARTER SCHOOL

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.

2023 · Form 990 · $248,832 spent · pay $0 · grants $38,769 · events $32,234
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROGRAM TRAVEL $142,036$142,036-- 57.1%
Grants to US organizations and governments $38,769$38,769-- 15.6%
Conferences, conventions and meetings $32,234$32,234-- 13.0%
Fees: legal $9,268$9,268-- 3.7%
Other (as described)PHYSICIAN APPRECIATION $9,002$9,002-- 3.6%
Fees: accounting $3,763$3,763-- 1.5%
Office expenses $3,381$3,381-- 1.4%
All other expenses $2,830$2,830-- 1.1%
Other (as described)EDUCATION MATERIAL $2,091$2,091-- 0.8%
Other (as described)POSTAGE & SHIPPING $2,003$2,003-- 0.8%
Information technology $1,872$1,872-- 0.8%
Interest $1,101$1,101-- 0.4%
Fees: other services $482$482-- 0.2%
Total$248,832100%

View the filing

2022 · Form 990PF · $289,230 spent · pay $0 · grants $37,280 · events $15,874
LineAs describedTotalShare
Other expenses $181,319 62.7%
Fees: legal $49,629 17.2%
Contributions, gifts, grants paid $37,280 12.9%
Travel, conferences and meetings $15,874 5.5%
Fees: accounting $4,275 1.5%
Interest $753 0.3%
Taxes $100 0.0%
Total$289,230100%

View the filing

2021 · Form 990PF · $184,634 spent · pay $0 · grants $39,375 · events $284
LineAs describedTotalShare
Other expenses $123,367 66.8%
Contributions, gifts, grants paid $39,375 21.3%
Fees: legal $14,550 7.9%
Fees: accounting $6,400 3.5%
Taxes $578 0.3%
Travel, conferences and meetings $284 0.2%
Interest $80 0.0%
Total$184,634100%

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2020 · Form 990PF · $136,804 spent · pay $0 · grants $58,036 · events $1,135
LineAs describedTotalShare
Other expenses $59,477 43.5%
Contributions, gifts, grants paid $58,036 42.4%
Fees: legal $15,125 11.1%
Fees: accounting $2,812 2.1%
Travel, conferences and meetings $1,135 0.8%
Taxes $180 0.1%
Interest $39 0.0%
Total$136,804100%

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2019 · Form 990PF · $99,656 spent · pay $0 · grants $15,250 · events $1,905
LineAs describedTotalShare
Other expenses $70,305 70.5%
Contributions, gifts, grants paid $15,250 15.3%
Fees: accounting $6,758 6.8%
Fees: legal $5,202 5.2%
Travel, conferences and meetings $1,905 1.9%
Depreciation and depletion $136 0.1%
Taxes $100 0.1%
Total$99,656100%

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2018 · Form 990PF · $147,312 spent · pay $0 · grants $6,000 · events $9,777
LineAs describedTotalShare
Other expenses $129,684 88.0%
Travel, conferences and meetings $9,777 6.6%
Contributions, gifts, grants paid $6,000 4.1%
Fees: legal $1,520 1.0%
Depreciation and depletion $271 0.2%
Taxes $60 0.0%
Total$147,312100%

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2017 · Form 990PF · $101,828 spent · pay $0 · grants $3,050 · events $5,298
LineAs describedTotalShare
Other expenses $88,078 86.5%
Travel, conferences and meetings $5,298 5.2%
Fees: legal $5,071 5.0%
Contributions, gifts, grants paid $3,050 3.0%
Depreciation and depletion $271 0.3%
Taxes $60 0.1%
Total$101,828100%

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2016 · Form 990PF · $111,503 spent · pay $0 · grants $1,000 · events $9,995
LineAs describedTotalShare
Other expenses $90,737 81.4%
Travel, conferences and meetings $9,995 9.0%
Fees: legal $7,169 6.4%
Fees: accounting $2,036 1.8%
Contributions, gifts, grants paid $1,000 0.9%
Depreciation and depletion $452 0.4%
Taxes $114 0.1%
Total$111,503100%

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2015 · Form 990PF · $120,061 spent · pay $0 · grants $4,000 · events $16,370
LineAs describedTotalShare
Other expenses $92,559 77.1%
Travel, conferences and meetings $16,370 13.6%
Contributions, gifts, grants paid $4,000 3.3%
Fees: accounting $3,546 3.0%
Fees: legal $2,600 2.2%
Depreciation and depletion $753 0.6%
Printing and publications $99 0.1%
Taxes $80 0.1%
Interest $54 0.0%
Total$120,061100%

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2014 · Form 990PF · $91,519 spent · pay $0 · grants $0 · events $7,218
LineAs describedTotalShare
Other expenses $72,850 79.6%
Fees: legal $8,000 8.7%
Travel, conferences and meetings $7,218 7.9%
Fees: accounting $1,470 1.6%
Taxes $860 0.9%
Printing and publications $534 0.6%
Depreciation and depletion $471 0.5%
Interest $116 0.1%
Total$91,519100%

View the filing