STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

LYNNWOOD ROTARY COMMUNITY FOUNDATION DAF sponsor

Cite this

Plain text LYNNWOOD ROTARY COMMUNITY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/911495396. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). LYNNWOOD ROTARY COMMUNITY FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/911495396

MLA “LYNNWOOD ROTARY COMMUNITY FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/911495396. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $375K · expenses $218K · assets $2.5M

EIN
91-1495396
Address
PO BOX 1021, LYNNWOOD, WA 98046-1021
Website
www.lynnwoodrotary.com
NTEE code
X99Z
Subsection
501(c)(3)
Ruling year
1996
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

RAISE FUNDS TO SUPPORT EDUCATION AND PROVIDE FINANCIAL AND OTHER ASSISTANCE TO OTHER COMMUNITY SERVICE ORGANIZATIONS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

No one listed on these returns was paid.

Unpaid officers and directors · 36 people
NameLatest titleYearsOrganizations
Vickie Kozuck Vice President2014-2024 2
Robert Fadden Director2014-2024 2
Jonathan Hatch Director2014-2024 1
Geoffrey Goodwin Director2023-2024 1
David Kleitsch President2016-2024 1
Debbie Bodal Secretary2014-2024 2
Marilla Shipp Treasurer2024 1
Marilla Sargent (former) Treasurer2010-2023 2
Wayne Anthony (former) TREASURER2018-2021 2
Grant Dull (former) PRESIDENT2016-2019 2
Jeffrey Goodwin (former) PAST PRESIDE2013-2019 2
Nicola Smith (former) DIRECTOR2011-2017 3
Gunnvor Tveidt (former) DIRECTOR2013-2017 2
John Niemi (former) VICE PRESIDE2013-2017 1
Jean Hernandez (former) DIRECTOR2017 6
Bob Fuller (former) DIRECTOR2017 1
Steve Bishop (former) DIRECTOR2017 1
Jim Marino (former) DIRECTOR2014-2016 1
Steven Bishop (former) DIRECTOR2014-2016 1
Daniel L Gualtieri (former) TREASURER2015 1
Ken Peirce (former) 2010-2014 2
Travis Snider (former) 2010-2014 1
Daniel L Gaulteri (former) TREASURER2014 1
Jim Morino (former) President2010-2013 5
Jean Hales (former) Director2010-2013 1
Dan Gualtieri (former) Treasurer2010-2013 2
Tom Sehrer (former) Director2010-2013 1
John Friends (former) Director2010-2013 2
Pauline Gubbels (former) Secretary2013 1
Jon Hatch (former) Vice President2011-2013 1
Dave Thomson (former) Director2012 2
Bruce Thomson (former) Secretary2011-2012 1
Stan Mackenzie (former) Director2011-2012 1
Rob Yackel (former) Treasurer2010-2012 1
Monty Chaussee (former) Director2010-2011 1
Theresa Poalucci (former) Director2010 1

People by year

2024 · 7 people listed · none paid · 0 employees · 42 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Vickie Kozuck Vice President1 $0$0$0 $02
Robert Fadden Director1 $0$0$0 $02
Jonathan Hatch Director1 $0$0$0 $01
Geoffrey Goodwin Director1 $0$0$0 $01
David Kleitsch President1 $0$0$0 $01
Debbie Bodal Secretary1 $0$0$0 $02
Marilla Shipp Treasurer1 $0$0$0 $01
2023 · 7 people listed · none paid · 0 employees · 42 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Vickie Kozuck Vice President1 $0$0$0 $02
Robert Fadden Director1 $0$0$0 $02
Jonathan Hatch Director1 $0$0$0 $01
Geoffrey Goodwin Director1 $0$0$0 $01
David Kleitsch President1 $0$0$0 $01
Debbie Bodal Secretary1 $0$0$0 $02
Marilla Sargent Treasurer1 $0$0$0 $02
2022 · 4 people listed · none paid · 0 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKIE KOZUCK PAST PRESIDE- $0$0$0 $02
DAVID KLEITSCH PRESIDENT- $0$0$0 $01
DEBBIE BODAL SECRETARY- $0$0$0 $02
MARILLA SARGENT TREASURER- $0$0$0 $02
2021 · 4 people listed · none paid · 0 employees · 65 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKIE KOZUCK PRESIDENT- $0$0$0 $02
DAVID KLEITSCH VICE PRESIDE- $0$0$0 $01
DEBBIE BODAL SECRETARY- $0$0$0 $02
WAYNE ANTHONY TREASURER- $0$0$0 $02
2020 · 3 people listed · none paid · 0 employees · 85 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE ANTHONY TREASURER2 $0$0$0 $02
DEBBIE BODAL SECRETARY- $0$0$0 $02
VICKIE KOZUCK PRESIDENT- $0$0$0 $02
2019 · 5 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WAYNE ANTHONY TREASURER2 $0$0$0 $02
GRANT DULL PRESIDENT2 $0$0$0 $02
JEFFREY GOODWIN PAST PRESIDE1 $0$0$0 $02
DAVID KLEITSCH SECRETARY2 $0$0$0 $01
VICKIE KOZUCK VICE PRESIDE1 $0$0$0 $02
2018 · 4 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GRANT DULL PRESIDENT2 $0$0$0 $02
VICKIE KOZUCK SECRETARY1 $0$0$0 $02
WAYNE ANTHONY TREASURER2 $0$0$0 $02
JEFFREY GOODWIN PAST PRESIDE1 $0$0$0 $02
2017 · 11 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY GOODWIN PRESIDENT- $0$0$0 $02
ROBERT FADDEN TREASURER- $0$0$0 $02
GRANT DULL SECRETARY- $0$0$0 $02
NICOLA SMITH DIRECTOR- $0$0$0 $03
GUNNVOR TVEIDT DIRECTOR- $0$0$0 $02
JOHN NIEMI VICE PRESIDE- $0$0$0 $01
VICKIE KOZUCK DIRECTOR- $0$0$0 $02
DAVID KLEITSCH DIRECTOR- $0$0$0 $01
JEAN HERNANDEZ DIRECTOR- $0$0$0 $06
BOB FULLER DIRECTOR- $0$0$0 $01
STEVE BISHOP DIRECTOR- $0$0$0 $01
2016 · 12 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY GOODWIN PRESIDENT10 $0$0$0 $02
ROBERT FADDEN TREASURER4 $0$0$0 $02
JIM MARINO DIRECTOR1 $0$0$0 $01
GRANT DULL SECRETARY2 $0$0$0 $02
MARILLA SARGENT DIRECTOR1 $0$0$0 $02
NICOLA SMITH DIRECTOR1 $0$0$0 $03
GUNNVOR TVEIDT DIRECTOR1 $0$0$0 $02
STEVEN BISHOP DIRECTOR1 $0$0$0 $01
JOHN NIEMI VICE PRESIDE2 $0$0$0 $01
VICKIE KOZUCK DIRECTOR1 $0$0$0 $02
DAVID KLEITSCH DIRECTOR1 $0$0$0 $01
JONATHAN HATCH PAST PRESIDE1 $0$0$0 $01
2015 · 4 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JONATHAN HATCH PRESIDENT10 $0$0$0 $01
DANIEL L GUALTIERI TREASURER4 $0$0$0 $01
JOHN NIEMI SECRETARY2 $0$0$0 $01
JEFFREY GOODWIN VICE PRESIDE1 $0$0$0 $02
2014 · 14 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT FADDEN 1 $0$0$0 $02
JIM MARINO 1 $0$0$0 $01
KEN PEIRCE 1 $0$0$0 $02
MARILLA SARGENT 1 $0$0$0 $02
NICOLA SMITH 1 $0$0$0 $03
TRAVIS SNIDER 1 $0$0$0 $01
GUNNVOR TVEIDT 1 $0$0$0 $02
STEVEN BISHOP 1 $0$0$0 $01
JEFFREY GOODWIN VICE PRESIDE1 $0$0$0 $02
VICKIE KOZUCK 1 $0$0$0 $02
DEBBIE BODAL 1 $0$0$0 $02
JONATHAN HATCH PRESIDENT10 $0$0$0 $01
DANIEL L GAULTERI TREASURER4 $0$0$0 $01
JOHN NIEMI SECRETARY1 $0$0$0 $01
2013 · 14 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN HALES Director2 $0$0$0 $01
DAN GUALTIERI Treasurer4 $0$0$0 $02
MARILLA SARGENT Director3 $0$0$0 $02
KEN PEIRCE Director3 $0$0$0 $02
GUNNVOR TVEIDT Director1 $0$0$0 $02
TRAVIS SNIDER Director2 $0$0$0 $01
TOM SEHRER Director1 $0$0$0 $01
JOHN FRIENDS Director2 $0$0$0 $02
PAULINE GUBBELS Secretary3 $0$0$0 $01
JIM MORINO President10 $0$0$0 $05
JOHN NIEMI Director2 $0$0$0 $01
JON HATCH Vice President2 $0$0$0 $01
NICOLA SMITH Director1 $0$0$0 $03
JEFFREY GOODWIN Director1 $0$0$0 $02
2012 · 14 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRUCE THOMSON Secretary10 $0$0$0 $01
NICOLA SMITH Director1 $0$0$0 $03
JON HATCH Vice President1 $0$0$0 $01
DAN GUALTIERI Director1 $0$0$0 $02
JIM MORINO Vice President5 $0$0$0 $05
STAN MACKENZIE Director1 $0$0$0 $01
JOHN FRIENDS Director2 $0$0$0 $02
TOM SEHRER President2 $0$0$0 $01
TRAVIS SNIDER Director3 $0$0$0 $01
DAVE THOMSON Director10 $0$0$0 $02
KEN PEIRCE Secretary3 $0$0$0 $02
MARILLA SARGENT Director3 $0$0$0 $02
ROB YACKEL Treasurer4 $0$0$0 $01
JEAN HALES Director2 $0$0$0 $01
2011 · 14 people listed · none paid · 0 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRUCE THOMSON Director1 $0$0$0 $01
NICOLA SMITH Director1 $0$0$0 $03
JON HATCH Director1 $0$0$0 $01
DAN GUALTIERI Director2 $0$0$0 $02
JIM MORINO Vice President2 $0$0$0 $05
STAN MACKENZIE Director1 $0$0$0 $01
JOHN FRIENDS Director2 $0$0$0 $02
TOM SEHRER President5 $0$0$0 $01
TRAVIS SNIDER Director3 $0$0$0 $01
MONTY CHAUSSEE Director10 $0$0$0 $01
KEN PEIRCE SECRETARY3 $0$0$0 $02
MARILLA SARGENT Director1 $0$0$0 $02
ROB YACKEL Treasurer3 $0$0$0 $01
JEAN HALES Director2 $0$0$0 $01
2010 · 11 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRAVIS SNIDER President3 $0$0$0 $01
TOM SEHRER Vice President5 $0$0$0 $01
THERESA POALUCCI Director2 $0$0$0 $01
ROB YACKEL Treasurer3 $0$0$0 $01
MONTY CHAUSSEE Director5 $0$0$0 $01
MARILLA SARGENT Director1 $0$0$0 $02
KEN PEIRCE SECRETARY2 $0$0$0 $02
JOHN FRIENDS Director1 $0$0$0 $02
JIM MORINO Director2 $0$0$0 $05
JEAN HALES Director2 $0$0$0 $01
DAN GUALTIERI Director2 $0$0$0 $02

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 · 1 grant to organizations · $124K

Listed grants add up to $124,228; the return's “grants paid” expense line says $174,278. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 1 grant to organizations · $50K

Listed grants add up to $50,409; the return's “grants paid” expense line says $120,247. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 1 grant to organizations · $49K

Listed grants add up to $48,652; the return's “grants paid” expense line says $132,414. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 2 grants to organizations · $15K

Listed grants add up to $14,629; the return's “grants paid” expense line says $101,817. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $19K

Listed grants add up to $18,542; the return's “grants paid” expense line says $69,042. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $9K

Listed grants add up to $9,000; the return's “grants paid” expense line says $95,800. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 3 grants to organizations · $37K

Listed grants add up to $36,900; the return's “grants paid” expense line says $124,390. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 4 grants to organizations · $61K

Listed grants add up to $61,125; the return's “grants paid” expense line says $147,017. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 4 grants to organizations · $62K

Listed grants add up to $62,262; the return's “grants paid” expense line says $129,262. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 3 grants to organizations · $520K
2012 · 2 grants to organizations · $19K

Listed grants add up to $18,960; the return's “grants paid” expense line says $23,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 3 grants to organizations · $40K

Listed grants add up to $40,000; the return's “grants paid” expense line says $60,000. 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 2025-06-30 · view filing · original 990 ↗
$375,495$217,866 $2,500,997$2,404,482 $20,342$0 $0042
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$156,306$147,857 $2,318,789$2,317,596 $6,250$0 $0042
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$134,603$158,601 $2,207,271$2,206,078 $78,960$0 -045
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$211,421$125,085 $2,067,267$2,066,074 $17,236$0 -065
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$177,602$113,342 $2,540,231$2,516,438 $33,600$0 -085
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$66,725$107,958 $2,125,597$2,064,074 $6,286$0 -0110
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$372,004$76,116 $2,112,344$2,103,955 $243,248$0 -0110
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$158,526$105,681 $1,935,532$1,839,115 $57,238$0 -0110
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$204,095$132,926 $1,890,295$1,657,902 $128,249$0 -0110
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$232,600$154,605 $1,784,834$1,524,619 $169,592$0 -0110
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$286,664$135,171 $1,769,012$1,490,830 $204,177$0 -0110
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$580,216$873,103 $1,741,912$1,423,622 $118,752$375,290 $00110
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$412,963$370,316 $1,802,926$1,672,226 $20,588$315,280 $00110
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$435,361$424,542 $1,728,679$1,663,046 $14,327$350,000 $00110
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$1,254,713$294,120 $1,707,958$1,689,287 $966,574$260,000 $0025

Funders of this organization

6 grantors reported grants to this organization, $374,394 in all, tax years 2011 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
NW HOUSING PRESERVATION GROUP Public charity Exact 2016-2019 4$300,000 2019$50,000
show
ROTARY INTERNATIONAL Public charity Exact 2018-2019 2$27,294 2019$17,294
show
ROTARY INTERNATIONAL Public charity Exact 2023-2024 2$22,000 2024$16,000
show
HAZEL MILLER FOUNDATION Private foundation Fuzzy filed as “Lynnwood Rotary Community Foundation” 2011 1$15,000 2011$15,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2019 1$5,100 2019$5,100
show
MT BAKER ROTARY FOUNDATION Public charity Exact 2019 1$5,000 2019$5,000
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
SAI PARIVAR FOUNDATIONWAX99 $467,345$113,011 Director$0 Same NTEE code X99, revenue within 2x, same state
NORTHWEST NETWORK FOUNDATIONWAX99 $361,769$320,345 Member$0 Same NTEE code X99, revenue within 2x, same state
SEATTLE VISION CHURCHWAX99 $395,441$379,654 PRESIDENT$24,000 Same NTEE code X99, revenue within 2x, same state
MISSIONS NETWORK INTERNATIONAL INCWAX99 $527,737$386,528 PRESIDENT$22,000 Same NTEE code X99, revenue within 2x, same state
THE LAYNEWAX99 $367,303$399,101 Foundation Mgr.$75,204 Same NTEE code X99, revenue within 2x, same state
LEWIS COUNTY GOSPEL MISSIONWAX99 $474,490$555,731 VICE PRESIDE$40,139 Same NTEE code X99, revenue within 2x, same state
SIDE BY SIDEWAX99 $363,997$322,330 Executive Director$82,646 Same NTEE code X99, revenue within 2x, same state
JAQUITH MINISTRIES INTERNATIONALWAX99 $412,124$241,437 PRESIDENT$60,000 Same NTEE code X99, revenue within 2x, same state
THE JOURNEY PROJECTWAX99 $342,793$328,896 Executive Director to August 2024$19,773 Same NTEE code X99, revenue within 2x, same state
GODS NEW GENERATION - NUEVA GENERACION DE DIOSWAX99 $258,902$251,024 PASTOR$0 Same NTEE code X99, revenue within 2x, same state
SINGH SABHA GURDWARAWAX99 $289,360$229,689 President$0 Same NTEE code X99, revenue within 2x, same state
JAIN SOCIETY OF SEATTLEWAX99 $491,207$48,883 Directro$0 Same NTEE code X99, revenue within 2x, same state
AMITABHA PURELAND CENTERWAX99 $431,096$123,687 FOUNDER$0 Same NTEE code X99, revenue within 2x, same state
OIL OF JOY MINISTRIESWAX99 $327,522$310,968 PRESIDENT$0 Same NTEE code X99, revenue within 2x, same state
SERVE WENATCHEE VALLEYWAX99 $427,713$533,621 DIRECTOR$0 Same NTEE code X99, revenue within 2x, same state
GARY RANDALL MINISTRIESWAX99 $496,288$467,638 President$140,111 Same NTEE code X99, revenue within 2x, same state
FISH MINISTRIESWAX99 $264,863$290,035 President/TREAS$138,187 Same NTEE code X99, revenue within 2x, same state
LIGHT OF DAWN FOUNDATIONTXX99 $259,595$182,627 DIRECTOR$0 Same NTEE code X99, revenue within 2x
U-TURN FOUNDATIONS INCNCX99 $274,870$274,656 TREASURER$0 Same NTEE code X99, revenue within 2x
LOKAA FOUNDATIONCAX99 $367,461$415,554 CHAIRMAN$0 Same NTEE code X99, revenue within 2x
LOHGARH SIKH EDUCATIONAL FOUNDATIONNCX99 $502,917$502,392 SECRETARY$0 Same NTEE code X99, revenue within 2x
WILL BRIGHT FOUNDATION INCALX99 $488,228$328,506 Director of Enterprises$0 Same NTEE code X99, revenue within 2x
BOLLING CONFERENCE GROUNDS INCVAX99 $324,962$216,857 President$0 Same NTEE code X99, revenue within 2x, similar mission
FLORENCE VILLA COMMUNITY DEVELOPMENT CORPORATIONFLX99 $426,861$448,929 EXECUTIVE DIRECTOR$75,000 Same NTEE code X99, revenue within 2x
GOBIND MARG SOCIETYMIX99 $308,859$170,731 DIRECTOR$0 Same NTEE code X99, revenue within 2x, similar mission

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
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$13,401,9978 12014–2021 NARROW GATE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,431,61528 122019–2024 SAI PARIVAR FOUNDATION; JAIN SOCIETY OF SEATTLE; ADHIPARASAKTHI WORSHIP CENTER OF NEW JERSEY; SACRED FIRE COMMUNITY CORPORATION and 8 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$2,233,213101 312016–2024 GAMECHANGERS FOUNDATION; POIEMA FOUNDATION; STILLPOINT MISSION INC; CATALYST FOR HARMONY and 27 more
COMMUNITY FOUNDATION OF NORTH TEXAS DAF sponsor$1,670,08019 22016–2024 POWERHOUSE FOUNDATION; LIVING HOPE MINISTRIES INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$1,633,77775 202012–2024 LDI FOUNDATION INC; THE LAYNE; NORTHWEST NETWORK FOUNDATION; COMMUNITY KIDS and 16 more
LILLY ENDOWMENT INC Private foundation$1,250,0001 12023–2023 CATALYST FOR HARMONY
LIVING LEGACY FOUNDATION Private foundation$1,200,0002 12023–2024 NARROW GATE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$900,70017 62016–2024 LOHGARH SIKH EDUCATIONAL FOUNDATION; CENTER FOR SACRED STUDIES MORNINGSTAR FOUNDATION; FRIENDS OF THE ROSE GARDEN MISSION INC; CITY OF THE LORD and 2 more
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$830,19023 32015–2024 LIVING HOPE MINISTRIES INC; POIEMA FOUNDATION; POWERHOUSE FOUNDATION
DR DONALD N & JANE L BERNING Private foundation$725,00010 12015–2024 FRIENDS OF THE ROSE GARDEN MISSION INC
MEYER MEMORIAL TRUST Private foundation$622,5359 12019–2022 LEAVEN COMMUNITY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$460,10433 202014–2024 GOOD SHEPHERD ALLIANCE INC; JAIN SOCIETY OF SEATTLE; AMITABHA PURELAND CENTER; CITY OF THE LORD and 16 more
MAX AND LILLIAN RAPPAPORT FOUNDATION FOR THE TREATMENT AND Private foundation$450,0003 12021–2023 CARE PLUS FOUNDATION INC
FORGOOD INC DAF sponsor$424,68918 72010–2022 GOOD SHEPHERD ALLIANCE INC; BAYYINAH FOUNDATION; NO HUNGRY CHILDREN INC; ADHIPARASAKTHI WORSHIP CENTER OF NEW JERSEY and 3 more
STENKIRKE FAMILY FOUNDATION Private foundation$360,0006 12020–2025 SIDE BY SIDE

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 · $217,866 spent · pay $0 · grants $174,278 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $124,228$124,228-- 57.0%
Grants to US individuals $50,050$50,050-- 23.0%
Other (as described)Administrative Fees $24,459-$24,459- 11.2%
Fees: investment management $17,061$17,061-- 7.8%
Fees: accounting $1,806$1,806-- 0.8%
Office expenses $257$257-- 0.1%
Other (as described)Bank Charges $5-$5- 0.0%
Total$217,866100%

View the filing

2023 · Form 990 · $147,857 spent · pay $0 · grants $120,247 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $70,301$70,301-- 47.5%
Grants to US individuals $49,946$49,946-- 33.8%
Fees: investment management $16,686$16,686-- 11.3%
Fees: accounting $7,687$7,687-- 5.2%
Office expenses $3,201$3,201-- 2.2%
Other (as described)Bank charges $36-$36- 0.0%
Total$147,857100%

View the filing

2022 · Form 990 · $158,601 spent · pay $0 · grants $132,414 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $77,414$77,414-- 48.8%
Grants to US individuals $55,000$55,000-- 34.7%
Fees: investment management $15,120$15,120-- 9.5%
Fees: accounting $10,700$10,700-- 6.7%
Other (as described)OFFICE SUPPLIES $212-$212- 0.1%
Other (as described)BANK CHARGES $155-$155- 0.1%
Total$158,601100%

View the filing

2021 · Form 990 · $125,085 spent · pay $0 · grants $101,817 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $51,317$51,317-- 41.0%
Grants to US individuals $50,500$50,500-- 40.4%
Fees: investment management $18,144$18,144-- 14.5%
Fees: accounting $4,720$4,720-- 3.8%
Other (as described)WEBSITE $327-$327- 0.3%
Other (as described)BANK CHARGES $77-$77- 0.1%
Total$125,085100%

View the filing

2020 · Form 990 · $113,342 spent · pay $0 · grants $88,479 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $57,505$57,505-- 50.7%
Grants to US organizations and governments $30,974$30,974-- 27.3%
Fees: investment management $16,363$16,363-- 14.4%
Fees: accounting $8,133$8,133-- 7.2%
Other (as described)WEBSITE $199-$199- 0.2%
Other (as described)LICENSES $90-$90- 0.1%
Other (as described)OTHER EXPENSES $58-$58- 0.1%
Interest $20$20-- 0.0%
Total$113,342100%

View the filing

2019 · Form 990 · $107,958 spent · pay $0 · grants $73,962 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $70,462$70,462-- 65.3%
Fees: accounting $19,053$19,053-- 17.6%
Fees: investment management $14,614$14,614-- 13.5%
Grants to US organizations and governments $3,500$3,500-- 3.2%
Other (as described)OTHER EXPENSES $204-$204- 0.2%
Other (as described)LICENSES $90-$90- 0.1%
Interest $35$35-- 0.0%
Total$107,958100%

View the filing

2018 · Form 990 · $76,116 spent · pay $0 · grants $69,042 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $45,500$45,500-- 59.8%
Grants to US organizations and governments $23,542$23,542-- 30.9%
Fees: investment management $6,918$6,918-- 9.1%
Other (as described)OTHER EXPENSES $145-$145- 0.2%
Interest $11$11-- 0.0%
Total$76,116100%

View the filing

2017 · Form 990 · $105,681 spent · pay $0 · grants $95,800 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $79,800$79,800-- 75.5%
Grants to US organizations and governments $16,000$16,000-- 15.1%
Fees: investment management $5,982$5,982-- 5.7%
Fees: accounting $3,226$2,161$1,065- 3.1%
Other (as described)OTHER EXPENSES $326-$326- 0.3%
Office expenses $323-$323- 0.3%
Interest $24$24-- 0.0%
Total$105,681100%

View the filing

2016 · Form 990 · $132,926 spent · pay $0 · grants $124,390 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $83,250$83,250-- 62.6%
Grants to US organizations and governments $41,140$41,140-- 30.9%
Fees: investment management $4,988-$4,988- 3.8%
Fees: accounting $2,785-$2,785- 2.1%
Office expenses $573-$573- 0.4%
Other (as described)OTHER EXPENSES $169-$169- 0.1%
Interest $21$21-- 0.0%
Total$132,926100%

View the filing

2015 · Form 990 · $154,605 spent · pay $0 · grants $147,017 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $78,767$78,767-- 50.9%
Grants to US individuals $68,250$68,250-- 44.1%
Fees: investment management $4,059-$4,059- 2.6%
Fees: accounting $1,575-$1,575- 1.0%
Other (as described)OTHER EXPENSES $1,040-$1,040- 0.7%
Office expenses $910-$910- 0.6%
Interest $4$4-- 0.0%
Total$154,605100%

View the filing

2014 · Form 990 · $135,171 spent · pay $0 · grants $129,262 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $67,000$67,000-- 49.6%
Grants to US organizations and governments $62,262$62,262-- 46.1%
Fees: investment management $3,668-$3,668- 2.7%
Office expenses $718-$718- 0.5%
Fees: accounting $625-$625- 0.5%
Other (as described)OTHER EXPENSES $610-$610- 0.5%
Interest $228$228-- 0.2%
Other (as described)BANK CHARGES $60-$60- 0.0%
Total$135,171100%

View the filing

2013 · Form 990 · $873,103 spent · pay $0 · grants $520,016 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $520,016$520,016-- 59.6%
Other (as described)HOUSE PROJECT EXPENSE $342,482$342,482-- 39.2%
Other (as described)Printing and Publications $4,933-$4,933- 0.6%
Fees: investment management $3,186-$3,186- 0.4%
Fees: accounting $1,200-$1,200- 0.1%
Fees: management $1,003-$1,003- 0.1%
Interest $281$281-- 0.0%
Other (as described)BANK CHARGES $15-$15- 0.0%
All other expenses -$13--$13- -0.0%
Total$873,103100%

View the filing

2012 · Form 990 · $370,316 spent · pay $0 · grants $23,200 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)HOUSE PROJECT EXPENSE $325,279$325,279-- 87.8%
Grants to US organizations and governments $23,200$23,200-- 6.3%
Fees: other services $6,000$6,000-- 1.6%
Office expenses $4,026-$4,026- 1.1%
Interest $3,108$3,108-- 0.8%
Other (as described)RESTRICTED FUNDS EXPENSE $2,542$2,542-- 0.7%
Fees: investment management $2,509$2,509-- 0.7%
Other (as described)OTHER EXPENSES $1,766-$1,766- 0.5%
Fees: accounting $1,300-$1,300- 0.4%
All other expenses $328-$328- 0.1%
Other (as described)Postage and Shipping $258-$258- 0.1%
Total$370,316100%

View the filing

2011 · Form 990 · $424,542 spent · pay $0 · grants $60,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)HOUSE PROJECT EXPENSE $359,425$359,425-- 84.7%
Grants to US organizations and governments $40,000$40,000-- 9.4%
Grants to US individuals $20,000$20,000-- 4.7%
Fees: investment management $2,279-$2,279- 0.5%
Payments to affiliates $1,725-$1,725- 0.4%
Fees: accounting $775-$775- 0.2%
Office expenses $326-$326- 0.1%
Other (as described)BUSINESS TAX $10-$10- 0.0%
Other (as described)Postage and Shipping $2-$2- 0.0%
Total$424,542100%

View the filing

2010 · Form 990 · $294,120 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)HOUSE PROJECT EXPENSE $289,605$289,605-- 98.5%
Fees: investment management $2,158-$2,158- 0.7%
Fees: other services $1,732-$1,732- 0.6%
Fees: accounting $600-$600- 0.2%
Office expenses $23-$23- 0.0%
Other (as described)Postage and Shipping $2-$2- 0.0%
Total$294,120100%

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 8$20,342$120,628$115,808 9-$53,660$2,288,632
2023 · Form 990 view filing
Yes 8-$22,310$142,241 9-$97,937$2,162,465
2022 · Form 990 view filing
Yes 8$78,960-$164,551 9-$83,762$2,050,384
2021 · Form 990 view filing
Yes 6$17,236-$111,467 7-$87,188$1,953,833
2020 · Form 990 view filing
Yes 7$33,600-$118,915 2-$88,479$2,414,236
2019 · Form 990 view filing
Yes 7$6,286-$163,071 2-$73,962$1,936,615
2018 · Form 990 view filing
Yes 7$243,248$1,000$174,774 2-$49,500$1,929,182
2017 · Form 990 view filing
Yes 6$20,018$12,500$82,797 2$37,220$83,300$1,755,093
2016 · Form 990 view filing
Yes 3$12,000$23,140- ----
2015 · Form 990 view filing
Yes 3$62,750$44,375- ----
2014 · Form 990 view filing
Yes 1$147,440$42,062$69,992 ----