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 · FY2025
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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $827,710 | $902,064 | $458,880 | $15,494,610 | $15,487,360 |
| FY2024 | 990 | $621,115 | $1,232,171 | $811,086 | $14,804,667 | $14,585,721 |
| FY2023 | 990 | $471,292 | $997,079 | $598,974 | $13,962,909 | $13,909,855 |
| FY2022 | 990 | $842,866 | $955,796 | $529,085 | $13,384,848 | $13,349,583 |
| FY2021 | 990 | $1,500,349 | $1,477,806 | $1,093,888 | $16,358,765 | $16,258,477 |
| FY2020 | 990 | $177,735 | $873,671 | $471,774 | $13,582,319 | $13,458,865 |
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
Where recipients are
Based on the 97% 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.
No grant rows from public filings are on record for this funder. Grant lists come from Form 990-PF and from Schedule I of Form 990; a return the IRS has not yet published, or one with no grant list, has no rows here.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Deleo | DIRECTOR | 1.00 | $0 |
| Daniel Denton | DIRECTOR | 1.00 | $0 |
| Erin Duggan | DIRECTOR | 1.00 | $0 |
| Karen Hamad | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 1.00 |
| $0 |
| Mitzie Henson | DIRECTOR | 1.00 | $0 |
| David Joyner | DIRECTOR | 1.00 | $0 |
| Patricia Mathews | DIRECTOR | 1.00 | $0 |
| Dr Laura Mattia | DIRECTOR | 1.00 | $0 |
| Mercedes Soler | DIRECTOR | 1.00 | $0 |
| Dr Janet Taylor | DIRECTOR | 1.00 | $0 |
| Jeffrey Troiano | DIRECTOR | 1.00 | $0 |
| Terri Vitale | DIRECTOR | 1.00 | $0 |
| Mary Lou Winnick | DIRECTOR | 1.00 | $0 |
| Andrew Stultz | TREASURER | 1.00 | $0 |
| Marilyn Thompson | CHAIR | 1.00 | $0 |
| Charles E Williams | SECRETARY | 1.00 | $0 |
| Paul Hudson | VICE CHAIR | 1.00 | $0 |
| BMO PRIVATE BANK | TRUSTEE | 1.00 | $24,389 |
| US TRUST | TRUSTEE | 1.00 | $63,092 |
| HANCOCK WHITNEY | TRUSTEE | 1.00 | $7,500 |
| Roxanne G Jerde | PRESIDENT/CEO | 40.00 | $0 |
| Elizabeth Pennewill | GENERAL COUNSEL | 40.00 | $0 |
| Mischa Kirby | VP, STRATEGIC COMM & MKTG | 40.00 | $0 |
| Erin Jones | CFO | 40.00 | $0 |
| Nicole Coudal | VP, HUMAN RESOURCES | 40.00 | $0 |
| Jay Young | VP PHILANTHROPY | 40.00 | $0 |
| Kirsten Russell | VP COMMUNITY IMPACT | 40.00 | $0 |
| Rina Alvarez | DIRECTOR, PHILANTHROPY | 40.00 | $0 |
| Julie Avins | CONTROLLER | 40.00 | $0 |
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202520569349300632
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202400549349300235
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202330409349301118
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202240779349300234
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202130829349301108
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201923539349301427
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201833559349300333
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201703399349300700
Form 990 · FY2016 · period ending May 31, 2016
Filing id 201700479349300900
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.