This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $2,390,616 | $793,993 | $36,000 | $21,326,131 | $21,207,106 |
| FY2023 | 990 | $902,437 | $620,419 | $40,205 | $19,036,392 | $18,949,598 |
| FY2022 | 990 | $3,613,196 | $585,333 | $94,370 | $17,781,846 | $17,645,871 |
| FY2021 | 990 | $1,062,651 | $490,710 | $181,125 | $20,673,964 | $20,616,219 |
| FY2020 | 990 | $1,144,692 | $976,692 | $174,472 | $17,228,240 | $17,154,103 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 0% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| 7937 DUFF & PHELPS HOLDINGS CORP DBA KROLL LLC FKA DUFF & PHELPS LLCCHICAGO, IL | GEN SUPPORT | $30,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margaret Franklin Cfa | BOARD MEMBER | 1.00 | $0 |
| Aaron Low Cfa | CHAIR | 1.00 | $0 |
| Jeffery Bailey Cfa | VICE-CHAIR | 1.00 | $0 |
| Giuseppe Ballocchi Phd Cfa | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GEN SUPPORT |
| $15,795 |
| 2022 |
| DUFF & PHELPS HOLDINGS CORPORATION DBA DUFF & PHELPS LLCCHICAGO, IL | GEN SUPPORT | $15,000 | 2024 |
| 11720 DEROSA RESEARCH AND TRADING INCNEW CANAAN, CT | GEN SUPPORT | $15,000 | 2021 |
| DUFF & PHELPS HOLDINGS CORPORATION DBA DUFF & PHELPS LLCCHICAGO, IL | GEN SUPPORT | $14,205 | 2023 |
| 1.00 |
| $0 |
| Aaron Brown Cfa | BOARD MEMBER | 1.00 | $0 |
| Philip Graham Cfa | BOARD MEMBER | 1.00 | $0 |
| Joanne Hill Phd | BOARD MEMBER | 1.00 | $0 |
| Punita Kumar-Sinha Cfa | BOARD MEMBER | 1.00 | $0 |
| Lotta Moberg Phd Cfa | BOARD MEMBER | 1.00 | $0 |
| Susan Spinner Cfa | BOARD MEMBER | 1.00 | $0 |
| Dave Uduanu Cfa | BOARD MEMBER | 1.00 | $0 |
| Kurt Winkelmann Phd | BOARD MEMBER | 1.00 | $0 |
| Kimball E Maynard | TREASURER | 2.00 | $0 |
| Jessica Lawson End 22024 | SECRETARY | 2.00 | $0 |
| Lydia Ooghe | SECRETARY | 2.00 | $0 |
| Walter V Haslett Jr Cfa | EXEC. DIRECTOR/BOARD (END 8/2023) | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Aug 31, 2023IRS bulk XML
Filing id 202401779349301105
Form 990 · FY2022 · period ending Aug 31, 2022
Filing id 202321799349301242
Form 990 · FY2021 · period ending Aug 31, 2021
Filing id 202231939349300323
Form 990 · FY2020 · period ending Aug 31, 2020
Filing id 202141939349300914
Form 990 · FY2019 · period ending Aug 31, 2019
Filing id 202031919349301918
Form 990 · FY2018 · period ending Aug 31, 2018
Filing id 201921939349301207
Form 990 · FY2017 · period ending Aug 31, 2017
Filing id 201831039349300913
Form 990 · FY2016 · period ending Aug 31, 2016
Filing id 201721049349301207
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.