STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WEINGART FOUNDATION

2024 · Form 990PF · revenue $25.9M · expenses $54.9M · assets $909.4M

EIN
95-6054814
Address
700 S FLOWER ST STE 1900, LOS ANGELES, CA 90017-4206
Website
WWW.WEINGARTFND.ORG
NTEE code
T22
Subsection
501(c)(3)
Ruling year
1952
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

32 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
Tim Ortez VP CFO/CIO2015-2024 $483,989$3,841,002 1
Joanna Jackson PRESIDENT2014-2024 $586,000$3,249,946 2
Rosa Benitez DIRECTOR, PROGRAM IN2014-2024 $279,558$2,357,755 1
Joyce Ybarra VP PROGRAMS2015-2024 $276,012$2,128,703 1
Sara Montrose SENIOR PROGRAM OFFIC2014-2024 $258,073$1,274,788 1
Brian Williams CHIEF OPERATING OFFI2022-2024 $276,695$786,012 1
Mike Takata CONTROLLER2023-2024 $303,890$602,686 1
Monica C Lozano DIRECTOR2014-2024 $35,000$596,400 1
Aileen Adams DIRECTOR2014-2024 $35,000$434,500 1
William C Allen DIRECTOR2014-2024 $35,000$367,400 1
Crystal Crawford SENIOR DIRECTOR OF S2024 $270,475$270,475 1
Robert K Ross CHAIRMAN2018-2024 $48,000$160,683 1
Katie Nguyen Kalvoda DIRECTOR2022-2024 $43,200$113,200 1
Michael Tubbs DIRECTOR2022-2024 $35,000$105,000 1
Jacueline Waggoner DIRECTOR2022-2024 $35,000$105,000 1
Helen Torres DIRECTOR2024 $14,583$14,583 1
Fred Ali (former) PRESIDENT (RETIRED FEB 2021)2014-2020 $519,194$4,765,213 1
Miguel Santana (former) PRESIDENT & CEO (END 9/23)2016-2023 $274,559$1,974,825 1
Belen Vargas (former) EVP STRATEGY & INITIATIVES2014-2019 $138,635$1,790,195 3
Vy Nguyen (former) SR. DIRECTOR, SPECIA2016-2021 $274,542$1,244,235 1
Vera Devera (former) DIRECTOR, JWM MOVEME2019-2023 $214,524$1,032,656 1
Deborah Ives (former) SECRETARY/TREASURER2014-2016 $160,421$894,528 2
Terrie Doizaki (former) PROGRAM OFFICER2014-2018 $182,529$777,470 1
Doizaki Terrie (former) PROGRAM OFFICER2020-2022 $218,511$644,807 1
Miriam Muscarolas (former) DIRECTOR2014-2023 $43,200$406,200 1
Steven Soboroff (former) DIRECTOR2014-2021 $35,000$262,400 1
Lane Karren (former) DR, YOUTH ORG CAPACI2019 $189,559$189,559 1
John W Mack (former) DIRECTOR2014-2018 $2,650$129,850 1
Charles Chuateco (former) ACCTG & IT ADMINISTR2014 $122,479$122,479 1
Andrew Bogen (former) DIRECTOR2014-2016 $31,800$95,400 1
Linda Oubre (former) DIRECTOR2019-2020 $26,250$57,000 1
Steven D Broidy (former) DIRECTOR2014 $40,000$40,000 1

People by year

2024 · 16 people listed · 16 paid, $3.0M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOANNA JACKSON PRESIDENT40 $510,000-$76,000 $586,0002
TIM ORTEZ VP CFO/CIO40 $413,989-$70,000 $483,9891
MIKE TAKATA CONTROLLER40 $214,200-$89,690 $303,8901
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $203,370-$76,188 $279,5581
BRIAN WILLIAMS CHIEF OPERATING OFFI40 $195,148-$81,547 $276,6951
JOYCE YBARRA VP PROGRAMS40 $224,400-$51,612 $276,0121
CRYSTAL CRAWFORD SENIOR DIRECTOR OF S40 $204,000-$66,475 $270,4751
SARA MONTROSE SENIOR PROGRAM OFFIC40 $178,500-$79,573 $258,0731
ROBERT K ROSS CHAIRMAN21 $48,000-$0 $48,0001
KATIE NGUYEN KALVODA DIRECTOR3 $43,200-$0 $43,2001
MONICA C LOZANO DIRECTOR3 $35,000-$0 $35,0001
AILEEN ADAMS DIRECTOR3 $35,000-$0 $35,0001
WILLIAM C ALLEN DIRECTOR3 $35,000-$0 $35,0001
MICHAEL TUBBS DIRECTOR3 $35,000-$0 $35,0001
JACUELINE WAGGONER DIRECTOR3 $35,000-$0 $35,0001
HELEN TORRES DIRECTOR3 $14,583-$0 $14,5831
2023 · 16 people listed · 16 paid, $3.0M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOANNA JACKSON VP PROGRAMS/INTERIM PRESIDENT (BEGIN 140 $409,602-$69,000 $478,6022
TIM ORTEZ CHIEF FINANCIAL & INVESTMENT OFFICER40 $405,871-$69,000 $474,8711
BRIAN WILLIAMS CHIEF OPERATING OFFI40 $246,758-$93,941 $340,6991
JOYCE YBARRA DIRECTOR, PROGRAMS40 $234,515-$99,230 $333,7451
MIKE TAKATA CONTROLLER40 $210,000-$88,796 $298,7961
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $199,382-$75,423 $274,8051
MIGUEL SANTANA PRESIDENT & CEO (END 9/23)40 $222,280-$52,279 $274,5591
VERA DEVERA DIRECTOR, JWM MOVEME40 $172,847-$41,677 $214,5241
MONICA C LOZANO CHAIRMAN21 $48,000-$0 $48,0001
MIRIAM MUSCAROLAS DIRECTOR13 $43,200-$0 $43,2001
ROBERT K ROSS DIRECTOR3 $35,000-$0 $35,0001
AILEEN ADAMS DIRECTOR3 $35,000-$0 $35,0001
WILLIAM C ALLEN DIRECTOR3 $35,000-$0 $35,0001
KATIE NGUYEN KALVODA DIRECTOR3 $35,000-$0 $35,0001
MICHAEL TUBBS DIRECTOR3 $35,000-$0 $35,0001
JACUELINE WAGGONER DIRECTOR3 $35,000-$0 $35,0001
2022 · 17 people listed · 17 paid, $3.2M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIGUEL SANTANA PRESIDENT & CEO40 $584,065-$72,000 $656,0651
TIM ORTEZ VP TREASURER & CFO40 $395,748-$66,000 $461,7481
JOANNA JACKSON VP GRANT OPERATIONS40 $272,748-$66,000 $338,7482
JOYCE YBARRA DIRECTOR, PROGRAMS40 $203,484-$88,251 $291,7351
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $208,224-$74,582 $282,8061
SARA MONTROSE PROGRAM OFFICER40 $158,436-$71,679 $230,1151
DOIZAKI TERRIE PROGRAM OFFICER40 $152,279-$66,232 $218,5111
VERA DEVERA DIRECTOR, JWM MOVEME40 $175,680-$42,124 $217,8041
BRIAN WILLIAMS VP COO40 $137,088-$31,530 $168,6181
AILEEN ADAMS CHAIRMAN21 $48,000-$0 $48,0001
MIRIAM MUSCAROLAS DIRECTOR13 $43,200-$0 $43,2001
MONICA C LOZANO DIRECTOR3 $35,000-$0 $35,0001
WILLIAM C ALLEN DIRECTOR3 $35,000-$0 $35,0001
ROBERT K ROSS DIRECTOR3 $35,000-$0 $35,0001
KATIE NGUYEN KALVODA DIRECTOR3 $35,000-$0 $35,0001
MICHAEL TUBBS DIRECTOR3 $35,000-$0 $35,0001
JACUELINE WAGGONER DIRECTOR3 $35,000-$0 $35,0001
2021 · 14 people listed · 14 paid, $2.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIGUEL SANTANA PRESIDENT & CEO40 $542,435-$67,000 $609,4351
TIM ORTEZ VP TREASURER & CFO40 $371,056-$61,000 $432,0561
JOANNA JACKSON VP GRANT OPERATIONS40 $226,932-$52,194 $279,1262
VY NGUYEN SR. DIRECTOR, SPECIA40 $173,404-$101,138 $274,5421
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $150,264-$90,962 $241,2261
JOYCE YBARRA DR, LEARNING & ASSIS40 $141,840-$99,375 $241,2151
DOIZAKI TERRIE PROGRAM OFFICER40 $123,996-$83,809 $207,8051
VERA DEVERA DIRECTOR, JWM MOVEME40 $139,740-$65,715 $205,4551
AILEEN ADAMS CHAIRMAN21 $48,000-$0 $48,0001
MIRIAM MUSCAROLAS DIRECTOR13 $43,200-$0 $43,2001
MONICA C LOZANO DIRECTOR3 $35,000-$0 $35,0001
WILLIAM C ALLEN DIRECTOR3 $35,000-$0 $35,0001
STEVEN SOBOROFF DIRECTOR3 $35,000-$0 $35,0001
ROBERT K ROSS DIRECTOR3 $17,500-$0 $17,5001
2020 · 16 people listed · 15 paid, $2.9M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT (RETIRED FEB 2021)40 $440,687-$78,507 $519,1941
TIM ORTEZ VP TREASURER40 $348,820-$58,000 $406,8201
MIGUEL SANTANA PRESIDENT (BEGAN FEB 2021)40 $265,496-$59,020 $324,5161
JOANNA JACKSON VP GRANT OPERATIONS40 $223,518-$51,409 $274,9272
VY NGUYEN DIRECTOR, SPECIAL PR40 $152,256-$97,244 $249,5001
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $150,656-$95,746 $246,4021
JOYCE YBARRA DR, LEARNING & ASSIS40 $137,028-$102,646 $239,6741
DOIZAKI TERRIE PROGRAM OFFICER40 $128,994-$89,497 $218,4911
VERA DEVERA DIRECTOR, JWM MOVEME40 $134,996-$67,077 $202,0731
AILEEN ADAMS CHAIRMAN21 $48,000-$0 $48,0001
MIRIAM MUSCAROLAS DIRECTOR13 $43,200-$0 $43,2001
MONICA C LOZANO DIRECTOR3 $35,000-$0 $35,0001
WILLIAM C ALLEN DIRECTOR3 $35,000-$0 $35,0001
STEVEN SOBOROFF DIRECTOR3 $35,000-$0 $35,0001
LINDA OUBRE DIRECTOR3 $26,250-$0 $26,2501
ROBERT K ROSS DIRECTOR3 $0-$0 $01
2019 · 17 people listed · 17 paid, $2.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $581,074-$82,542 $663,6161
TIM ORTEZ VP TREASURER40 $335,903-$57,000 $392,9031
JOANNA JACKSON GRANT OPERATIONS40 $211,587-$48,665 $260,2522
VY NGUYEN DIRECTOR, SPECIAL PR40 $135,815-$81,895 $217,7101
JOYCE YBARRA DR, LEARNING & ASSIS40 $127,500-$90,026 $217,5261
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $131,500-$80,222 $211,7221
VERA DEVERA DIRECTOR, JWM MOVEME40 $131,470-$61,330 $192,8001
LANE KARREN DR, YOUTH ORG CAPACI40 $120,420-$69,139 $189,5591
BELEN VARGAS EVP STRATEGY & INITIATIVES40 $112,711-$25,924 $138,6353
AILEEN ADAMS CHAIRMAN21 $61,500-$0 $61,5001
MIRIAM MUSCAROLAS DIRECTOR3 $41,600-$0 $41,6001
STEVEN SOBOROFF DIRECTOR3 $33,400-$0 $33,4001
MONICA C LOZANO DIRECTOR3 $33,400-$0 $33,4001
WILLIAM C ALLEN DIRECTOR3 $33,400-$0 $33,4001
MIGUEL SANTANA DIRECTOR3 $33,400-$0 $33,4001
LINDA OUBRE DIRECTOR3 $30,750-$0 $30,7501
ROBERT K ROSS DIRECTOR3 $25,183-$0 $25,1831
2018 · 17 people listed · 16 paid, $2.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $553,629-$78,876 $632,5051
TIM ORTEZ VP TREASURER40 $343,586-$56,000 $399,5861
BELEN VARGAS EVP STRATEGY & INITIATIVES40 $273,185-$56,000 $329,1853
JOANNA JACKSON GRANT OPERATIONS40 $182,000-$41,860 $223,8602
JOYCE YBARRA DIRECTOR, LEARNING &40 $116,886-$85,821 $202,7071
ROSA BENITEZ DIRECTOR, PROGRAM IN40 $116,883-$80,194 $197,0771
VY NGUYEN DIRECTOR, SPECIAL PR40 $117,407-$73,456 $190,8631
SARA MONTROSE PROGRAM OFFICER40 $109,448-$78,200 $187,6481
TERRIE DOIZAKI PROGRAM OFFICER40 $106,947-$75,582 $182,5291
MONICA C LOZANO CHAIRMAN21 $75,000-$0 $75,0001
MIRIAM MUSCAROLAS DIRECTOR13 $40,000-$0 $40,0001
STEVEN SOBOROFF DIRECTOR3 $31,800-$0 $31,8001
AILEEN ADAMS DIRECTOR3 $31,800-$0 $31,8001
WILLIAM C ALLEN DIRECTOR3 $31,800-$0 $31,8001
MIGUEL SANTANA DIRECTOR3 $31,800-$0 $31,8001
JOHN W MACK DIRECTOR3 $2,650-$0 $2,6501
ROBERT K ROSS DIRECTOR3 $0-$0 $01
2017 · 16 people listed · 16 paid, $3.1M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $851,519-$116,514 $968,0331
TIM ORTEZ VP TREASURER40 $284,486-$93,137 $377,6231
BELEN VARGAS VP PROGRAMS40 $263,278-$89,240 $352,5183
JOANNA JACKSON GRANT OPERATIONS40 $166,900-$64,912 $231,8122
JOYCE YBARRA DIRECTOR, LEARNING &40 $103,412-$78,623 $182,0351
ROSA BENITEZ SENIOR PROGRAM OFFIC40 $103,412-$75,065 $178,4771
SARA MONTROSE PROGRAM OFFICER40 $94,620-$70,950 $165,5701
TERRIE DOIZAKI PROGRAM OFFICER40 $94,620-$69,759 $164,3791
VY NGUYEN DIRECTOR, SPECIAL PR40 $99,229-$65,105 $164,3341
MONICA C LOZANO CHAIRMAN21 $75,000-$0 $75,0001
MIRIAM MUSCAROLAS DIRECTOR13 $40,000-$0 $40,0001
STEVEN SOBOROFF DIRECTOR3 $31,800-$0 $31,8001
AILEEN ADAMS DIRECTOR3 $31,800-$0 $31,8001
WILLIAM C ALLEN DIRECTOR3 $31,800-$0 $31,8001
MIGUEL SANTANA DIRECTOR3 $31,800-$0 $31,8001
JOHN W MACK DIRECTOR3 $31,800-$0 $31,8001
2016 · 17 people listed · 17 paid, $2.6M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $493,352-$114,812 $608,1641
TIM ORTEZ VP TREASURER40 $264,550-$89,494 $354,0441
BELEN VARGAS VP PROGRAMS40 $254,375-$85,086 $339,4613
JOANNA JACKSON DIRECTOR, GRANT OPER40 $148,400-$58,560 $206,9602
DEBORAH IVES SECRETARY/TREASURER40 $97,167-$63,254 $160,4212
ROSA BENITEZ PROGRAM OFFICER40 $110,700-$49,012 $159,7121
VY NGUYEN PROGRAM OFFICER40 $107,657-$39,629 $147,2861
SARA MONTROSE PROGRAM OFFICER40 $99,576-$46,572 $146,1481
TERRIE DOIZAKI PROGRAM OFFICER40 $99,576-$45,704 $145,2801
MONICA C LOZANO CHAIRMAN21 $75,000-$0 $75,0001
MIRIAM MUSCAROLAS DIRECTOR13 $40,000-$0 $40,0001
STEVEN SOBOROFF DIRECTOR3 $31,800-$0 $31,8001
AILEEN ADAMS DIRECTOR3 $31,800-$0 $31,8001
WILLIAM C ALLEN DIRECTOR3 $31,800-$0 $31,8001
ANDREW BOGEN DIRECTOR3 $31,800-$0 $31,8001
JOHN W MACK DIRECTOR3 $31,800-$0 $31,8001
MIGUEL SANTANA DIRECTOR3 $13,250-$0 $13,2501
2015 · 16 people listed · 16 paid, $2.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $474,310-$118,889 $593,1991
DEBORAH IVES SECRETARY/TREASURER40 $295,900-$90,822 $386,7222
BELEN VARGAS VP PROGRAMS40 $241,000-$87,554 $328,5543
JOANNA JACKSON DIRECTOR, GRANT OPER40 $132,500-$58,827 $191,3272
ROSA BENITEZ PROGRAM OFFICER40 $98,768-$47,576 $146,3441
SARA MONTROSE PROGRAM OFFICER40 $96,438-$48,584 $145,0221
TERRIE DOIZAKI PROGRAM OFFICER40 $96,438-$47,683 $144,1211
JOYCE YBARRA PROGRAM OFFICER40 $92,733-$51,321 $144,0541
MONICA C LOZANO CHAIRMAN21 $75,000-$0 $75,0001
TIM ORTEZ VP TREASURER40 $47,500-$9,862 $57,3621
MIRIAM MUSCAROLAS DIRECTOR13 $40,000-$0 $40,0001
STEVEN SOBOROFF DIRECTOR3 $31,800-$0 $31,8001
AILEEN ADAMS DIRECTOR3 $31,800-$0 $31,8001
WILLIAM C ALLEN DIRECTOR3 $31,800-$0 $31,8001
ANDREW BOGEN DIRECTOR3 $31,800-$0 $31,8001
JOHN W MACK DIRECTOR3 $31,800-$0 $31,8001
2014 · 16 people listed · 16 paid, $2.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRED ALI PRESIDENT40 $659,400-$121,102 $780,5021
DEBORAH IVES SECRETARY/TREASURER40 $277,080-$70,305 $347,3852
BELEN VARGAS VP PROGRAMS40 $219,995-$81,847 $301,8423
JOANNA JACKSON DIRECTOR, GRANT OPER40 $121,500-$56,832 $178,3322
SARA MONTROSE PROGRAM OFFICER40 $93,407-$48,805 $142,2121
TERRIE DOIZAKI PROGRAM OFFICER40 $93,407-$47,754 $141,1611
ROSA BENITEZ PROGRAM OFFICER40 $94,554-$45,072 $139,6261
CHARLES CHUATECO ACCTG & IT ADMINISTR40 $89,082-$33,397 $122,4791
MONICA C LOZANO CHAIRMAN21 $75,000-$0 $75,0001
STEVEN D BROIDY DIRECTOR13 $40,000-$0 $40,0001
STEVEN SOBOROFF DIRECTOR3 $31,800-$0 $31,8001
AILEEN ADAMS DIRECTOR3 $31,800-$0 $31,8001
WILLIAM C ALLEN DIRECTOR3 $31,800-$0 $31,8001
ANDREW BOGEN DIRECTOR3 $31,800-$0 $31,8001
JOHN W MACK DIRECTOR3 $31,800-$0 $31,8001
MIRIAM MUSCAROLAS DIRECTOR3 $31,800-$0 $31,8001

Highest-paid independent contractors

2024 · 5 contractors · $3.3M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORY$1,548,679
WELLINGTON TRUST COMPANY - SMALL CAP OPPORTUNIBOSTON, MAINVESTMENT MANAGEMENT$516,548
DIVERSIS CAPITAL PARTNERS II LPLOS ANGELES, CAINVESTMENT MANAGEMENT$435,902
TWO SIGMA RISK PREMIANEW YORK, NYINVESTMENT MANAGEMENT$414,372
VARADERO INTERNATIONAL LTDNEW YORK, NYINVESTMENT MANAGEMENT$336,704
2023 · 5 contractors · $2.9M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,501,128
CRESTLINE SPECIALITY LENDING IIFORT WORTH, TXINVESTMENT MANAGEMENT$418,221
TWO SIGMA RISK PREMIANEW YORK, NYINVESTMENT MANAGEMENT$379,690
VARADERO INTERNATIONAL LTDNEW YORK, NYINVESTMENT MANAGEMENT$299,959
WELLINGTON TRUST COMPANY - SMALL CAP OPPORTUNIBOSTON, MAINVESTMENT MANAGEMENT$287,141
2022 · 5 contractors · $3.0M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,453,254
CRESTLINE SPECIALITY LENDING IIFORT WORTH, TXINVESTMENT MANAGEMENT$543,186
VARADERO INTERNATIONAL LTDNEW YORK, NYINVESTMENT MANAGEMENT$353,321
TWO SIGMA RISK PREMIATORONTO, ONTARIO M4W 1A8INVESTMENT MANAGEMENT$330,897
WESTWOOD GLOBAL INVESTMENTS LLCBOSTON, MAINVESTMENT MANAGEMENT$277,086
2021 · 5 contractors · $3.3M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,645,507
CRESTLINE SPECIALITY LENDING IIFORT WORTH, TXINVESTMENT MANAGEMENT$671,169
TWO SIGMA RISK PREMIATORONTO, ONTARIO M4W 1A8INVESTMENT MANAGEMENT$406,064
VARADERO INTERNATIONAL LTDNEW YORK, NYINVESTMENT MANAGEMENT$311,658
WESTWOOD GLOBAL INVESTMENTS LLCBOSTON, MAINVESTMENT MANAGEMENT$280,483
2020 · 5 contractors · $3.5M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,535,928
1607 CAPITALRICHMOND, VAINVESTMENT MANAGEMENT$822,688
CRESTLINE SPECIALITY LENDING IIFORT WORTH, TXINVESTMENT MANAGEMENT$584,700
TWO SIGMATORONTO, ONTARIO M4W 1A8INVESTMENT MANAGEMENT$335,738
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$269,721
2019 · 5 contractors · $2.7M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,450,785
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$329,723
1607 CAPITALRICHMOND, VAINVESTMENT MANAGEMENT$327,271
CLARION VENTURE 4NEW YORK, NYINVESTMENT MANAGEMENT$311,577
TWO SIGMATORONTO, ONTARIO M4W 1A8INVESTMENT MANAGEMENT$304,246
2018 · 5 contractors · $2.9M
NameLocationServicePaid
CAMBRIDGE ASSOCIATESBOSTON, MAINVESTMENT ADVISORS$1,246,575
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$734,710
ABERDEEN ASSET MANAGEMENTPHILADELPHIA, PAINVESTMENT MANAGEMENT$363,233
MARATHONLONDONINVESTMENT MANAGEMENT$339,877
CLARION VENTURE 4NEW YORK, NYINVESTMENT MANAGEMENT$241,253
2017 · 5 contractors · $2.3M
NameLocationServicePaid
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$820,981
ABERDEEN ASSET MANAGEMENTPHILADELPHIA, PAINVESTMENT MANAGEMENT$505,691
CLARION VENTURE 4NEW YORK, NYINVESTMENT MANAGEMENT$453,280
MARATHONLONDON, UNITED KINGDOMINVESTMENT MANAGEMENT$285,779
AEWBOSTON, MAINVESTMENT MANAGEMENT$276,228
2016 · 5 contractors · $2.6M
NameLocationServicePaid
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$855,679
ABERDEEN ASSET MANAGEMENTPHILADELPHIA, PAINVESTMENT MANAGEMENT$488,484
MARATHONLONDON, UNITED KINGDOMINVESTMENT MANAGEMENT$481,906
AEWBOSTON, MAINVESTMENT MANAGEMENT$420,482
AEGON INVESTMENT MANAGEMENTCEDAR RAPIDS, IAINVESTMENT MANAGEMENT$364,006
2015 · 5 contractors · $3.0M
NameLocationServicePaid
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$835,500
MARATHONLONDON, UNITED KINGDOMINVESTMENT MANAGEMENT$769,352
FIDELITY INSTITUTIONAL ASSET MANAGEMENTSMITHFIELD, RIINVESTMENT MANAGEMENT$613,786
AEWBOSTON, MAINVESTMENT MANAGEMENT$409,325
ABERDEEN ASSET MANAGEMENTPHILADELPHIA, PAINVESTMENT MANAGEMENT$404,169
2014 · 5 contractors · $2.8M
NameLocationServicePaid
CLARION PARTNERSNEW YORK, NYINVESTMENT MANAGEMENT$765,525
WELLINGTON TRUST COMPANYNEWARK, NJINVESTMENT MANAGEMENT$613,786
MARATHONLONDON, UNITED KINGDOMINVESTMENT MANAGEMENT$557,242
ABERDEEN ASSET MANAGEMENTPHILADELPHIA, PAINVESTMENT MANAGEMENT$459,718
AEWBOSTON, MAINVESTMENT MANAGEMENT$381,532

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 · 540 grants to organizations · $38.1M

Listed grants add up to $38,108,055; the return's “grants paid” expense line says $35,714,467. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 501 grants to organizations · $33.9M

Listed grants add up to $33,896,369; the return's “grants paid” expense line says $31,419,916. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 570 grants to organizations · $35.3M

Listed grants add up to $35,280,689; the return's “grants paid” expense line says $39,748,116. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 768 grants to organizations · $40.9M

Listed grants add up to $40,853,632; the return's “grants paid” expense line says $41,323,477. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 570 grants to organizations · $42.8M

Listed grants add up to $42,832,985; the return's “grants paid” expense line says $40,288,129. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 437 grants to organizations · $30.5M

Listed grants add up to $30,454,455; the return's “grants paid” expense line says $24,356,558. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 614 grants to organizations · $32.8M

Listed grants add up to $32,808,133; the return's “grants paid” expense line says $39,493,252. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 633 grants to organizations · $30.0M

Listed grants add up to $30,029,147; the return's “grants paid” expense line says $33,882,381. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 630 grants to organizations · $34.3M

Listed grants add up to $34,345,401; the return's “grants paid” expense line says $32,199,829. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 577 grants to organizations · $36.9M

Listed grants add up to $36,940,903; the return's “grants paid” expense line says $39,015,784. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 537 grants to organizations · $36.3M

Listed grants add up to $36,334,558; the return's “grants paid” expense line says $35,474,073. 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

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Grants received from DAF sponsors and foundations

1 grant to this organization reported by other filers, $43,073 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2023BABY2BABYPublic charity $43,073IN-KIND DONATIONS OF PROGRAM SUPPLIES FOR NEEDY FAMILIESein view

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 990PF period ending 2025-06-30 · view filing · original 990 ↗
$25,893,187$54,890,881 $909,391,572$893,248,870 -- $1,626,785--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$38,030,178$48,328,827 $866,296,097$848,522,317 -- $1,527,732--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$42,452,186$57,216,866 $841,480,660$816,818,833 -- $1,926,379--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$77,965,136$55,227,442 $813,214,375$801,361,612 -- $1,534,317--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$30,569,267$55,943,931 $939,028,696$923,631,082 -- $1,747,907--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$38,312,718$35,387,864 $797,348,075$781,461,429 -- $1,748,039--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$153,440,527$49,558,165 $830,894,039$792,489,707 -- $1,829,986--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$63,154,206$43,576,618 $802,302,244$785,518,598 -- $2,203,987--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$53,425,180$43,039,651 $786,460,483$771,704,728 -- $1,749,340--
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$18,797,631$49,857,071 $738,759,707$723,408,763 -- $1,634,116--
2014 · Form 990PF period ending 2015-06-30 · view filing · original 990 ↗
$40,988,755$46,643,230 $779,431,371$766,516,920 -- $1,729,337--

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 990PF · $54,890,881 spent · pay $6,848,619 · grants $35,714,467 · events $333,962
LineAs describedTotalShare
Contributions, gifts, grants paid $35,714,467 65.1%
Fees: other professional $8,696,220 15.8%
Other salaries and wages $3,452,039 6.3%
Pension plans and employee benefits $1,769,795 3.2%
Pay: officers, directors, trustees $1,626,785 3.0%
Taxes $1,494,564 2.7%
Occupancy $648,117 1.2%
Other expenses $513,707 0.9%
Travel, conferences and meetings $333,962 0.6%
Depreciation and depletion $286,146 0.5%
Fees: accounting $239,955 0.4%
Fees: legal $115,124 0.2%
Total$54,890,881100%

View the filing

2023 · Form 990PF · $48,328,827 spent · pay $5,919,946 · grants $31,419,916 · events $311,314
LineAs describedTotalShare
Contributions, gifts, grants paid $31,419,916 65.0%
Fees: other professional $8,043,584 16.6%
Other salaries and wages $2,899,264 6.0%
Pay: officers, directors, trustees $1,527,732 3.2%
Pension plans and employee benefits $1,492,950 3.1%
Taxes $849,816 1.8%
Occupancy $598,884 1.2%
Other expenses $513,007 1.1%
Depreciation and depletion $331,721 0.7%
Travel, conferences and meetings $311,314 0.6%
Fees: accounting $246,795 0.5%
Fees: legal $76,569 0.2%
Interest $17,275 0.0%
Total$48,328,827100%

View the filing

2022 · Form 990PF · $57,216,866 spent · pay $5,643,868 · grants $39,748,116 · events $321,285
LineAs describedTotalShare
Contributions, gifts, grants paid $39,748,116 69.5%
Fees: other professional $7,792,577 13.6%
Other salaries and wages $2,344,490 4.1%
Taxes $1,959,383 3.4%
Pay: officers, directors, trustees $1,926,379 3.4%
Pension plans and employee benefits $1,372,999 2.4%
Occupancy $561,616 1.0%
Other expenses $425,516 0.7%
Depreciation and depletion $353,567 0.6%
Fees: accounting $329,595 0.6%
Travel, conferences and meetings $321,285 0.6%
Fees: legal $62,331 0.1%
Interest $19,012 0.0%
Total$57,216,866100%

View the filing

2021 · Form 990PF · $55,227,442 spent · pay $4,691,266 · grants $41,323,477 · events $141,803
LineAs describedTotalShare
Contributions, gifts, grants paid $41,323,477 74.8%
Fees: other professional $7,184,113 13.0%
Other salaries and wages $2,027,752 3.7%
Pay: officers, directors, trustees $1,534,317 2.8%
Pension plans and employee benefits $1,129,197 2.0%
Occupancy $545,394 1.0%
Other expenses $503,441 0.9%
Depreciation and depletion $348,849 0.6%
Fees: accounting $233,281 0.4%
Fees: legal $153,009 0.3%
Travel, conferences and meetings $141,803 0.3%
Taxes $84,704 0.2%
Interest $18,105 0.0%
Total$55,227,442100%

View the filing

2020 · Form 990PF · $55,943,931 spent · pay $4,691,703 · grants $40,288,129 · events $16,308
LineAs describedTotalShare
Contributions, gifts, grants paid $40,288,129 72.0%
Fees: other professional $6,027,437 10.8%
Taxes $3,457,696 6.2%
Other salaries and wages $1,874,025 3.3%
Pay: officers, directors, trustees $1,747,907 3.1%
Pension plans and employee benefits $1,069,771 1.9%
Occupancy $519,979 0.9%
Other expenses $424,031 0.8%
Depreciation and depletion $363,093 0.6%
Fees: legal $82,165 0.1%
Fees: accounting $73,390 0.1%
Travel, conferences and meetings $16,308 0.0%
Total$55,943,931100%

View the filing

2019 · Form 990PF · $35,387,864 spent · pay $4,325,452 · grants $24,356,558 · events $197,562
LineAs describedTotalShare
Contributions, gifts, grants paid $24,356,558 68.8%
Fees: other professional $4,879,718 13.8%
Pay: officers, directors, trustees $1,748,039 4.9%
Other salaries and wages $1,578,012 4.5%
Pension plans and employee benefits $999,401 2.8%
Occupancy $687,204 1.9%
Depreciation and depletion $399,634 1.1%
Other expenses $374,760 1.1%
Travel, conferences and meetings $197,562 0.6%
Fees: accounting $64,045 0.2%
Interest $61,906 0.2%
Fees: legal $40,715 0.1%
Taxes $310 0.0%
Total$35,387,864100%

View the filing

2018 · Form 990PF · $49,558,165 spent · pay $4,217,188 · grants $39,493,252 · events $178,987
LineAs describedTotalShare
Contributions, gifts, grants paid $39,493,252 79.7%
Fees: other professional $4,128,498 8.3%
Pay: officers, directors, trustees $1,829,986 3.7%
Other salaries and wages $1,487,876 3.0%
Pension plans and employee benefits $899,326 1.8%
Occupancy $589,150 1.2%
Other expenses $360,473 0.7%
Depreciation and depletion $258,352 0.5%
Travel, conferences and meetings $178,987 0.4%
Interest $174,351 0.4%
Fees: legal $103,614 0.2%
Fees: accounting $54,000 0.1%
Taxes $300 0.0%
Total$49,558,165100%

View the filing

2017 · Form 990PF · $43,576,618 spent · pay $4,298,934 · grants $33,882,381 · events $144,897
LineAs describedTotalShare
Contributions, gifts, grants paid $33,882,381 77.8%
Fees: other professional $3,790,832 8.7%
Pay: officers, directors, trustees $2,203,987 5.1%
Other salaries and wages $1,374,413 3.2%
Pension plans and employee benefits $720,534 1.7%
Taxes $436,612 1.0%
Occupancy $412,811 0.9%
Other expenses $275,754 0.6%
Fees: legal $169,045 0.4%
Travel, conferences and meetings $144,897 0.3%
Depreciation and depletion $105,902 0.2%
Fees: accounting $59,450 0.1%
Total$43,576,618100%

View the filing

2016 · Form 990PF · $43,039,651 spent · pay $3,855,562 · grants $32,199,829 · events $153,895
LineAs describedTotalShare
Contributions, gifts, grants paid $32,199,829 74.8%
Fees: other professional $4,076,009 9.5%
Pay: officers, directors, trustees $1,749,340 4.1%
Taxes $1,549,140 3.6%
Other salaries and wages $1,318,263 3.1%
Pension plans and employee benefits $787,959 1.8%
Occupancy $690,638 1.6%
Other expenses $305,669 0.7%
Travel, conferences and meetings $153,895 0.4%
Fees: legal $86,843 0.2%
Depreciation and depletion $71,066 0.2%
Fees: accounting $51,000 0.1%
Total$43,039,651100%

View the filing

2015 · Form 990PF · $49,857,071 spent · pay $3,291,167 · grants $39,015,784 · events $118,234
LineAs describedTotalShare
Contributions, gifts, grants paid $39,015,784 78.3%
Fees: other professional $4,139,394 8.3%
Other expenses $2,277,332 4.6%
Pay: officers, directors, trustees $1,634,116 3.3%
Other salaries and wages $1,092,635 2.2%
Taxes $598,903 1.2%
Pension plans and employee benefits $564,416 1.1%
Occupancy $271,191 0.5%
Travel, conferences and meetings $118,234 0.2%
Depreciation and depletion $100,026 0.2%
Fees: accounting $42,700 0.1%
Fees: legal $2,340 0.0%
Total$49,857,071100%

View the filing

2014 · Form 990PF · $46,643,230 spent · pay $3,267,074 · grants $35,474,073 · events $109,640
LineAs describedTotalShare
Contributions, gifts, grants paid $35,474,073 76.1%
Fees: other professional $4,083,069 8.8%
Other expenses $1,896,606 4.1%
Pay: officers, directors, trustees $1,729,337 3.7%
Taxes $1,412,948 3.0%
Other salaries and wages $1,020,766 2.2%
Pension plans and employee benefits $516,971 1.1%
Occupancy $252,945 0.5%
Travel, conferences and meetings $109,640 0.2%
Depreciation and depletion $98,587 0.2%
Fees: accounting $45,850 0.1%
Fees: legal $2,438 0.0%
Total$46,643,230100%

View the filing