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.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $13,131,001 | $14,556,196 | $15,000 | $18,726,150 | $8,433,318 |
| FY2023 | 990 | $10,920,767 | $11,329,787 | $15,000 | $17,892,594 | $9,605,458 |
| FY2022 | 990 | $227,218 | $661,969 | $0 | $17,989,833 | $9,793,796 |
| FY2022 | 990 | $9,118,251 | $8,811,779 | $15,000 | $18,679,650 | $10,400,776 |
| FY2021 | 990 | $6,480,400 | $7,318,692 | $15,000 | $18,587,673 | $10,026,148 |
| FY2020 | 990 | $5,932,308 | $5,424,543 | $15,000 | $12,222,472 | $10,864,440 |
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 100% 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 |
|---|---|---|---|---|
| NAW Institute for Distribution ExcellenceWashington, DC | To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. | $15,000 | 2022 | |
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 |
|---|---|---|---|
| James Derry | Director | 0.30 | $0 |
| Greg Ferrara | Past Chairman-Elect of the AEC | 0.30 | $0 |
| Edward Kuo | Chairman Elect of the AEC | 0.30 | $0 |
| Edward Macleod | Chairman of the AEC |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| NAW Institute for Distribution ExcellenceWashington, DC |
| To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. |
| $15,000 |
| 2024 |
| NAW Institute for Distribution ExcellenceWashington, DC | To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. | $15,000 | 2021 |
| NAW Institute for Distribution ExcellenceWashington, DC | To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. | $15,000 | 2023 |
| NAW Institute for Distribution ExcellenceWashington, DC | To support the research and pub. of strategic mgmt issues affecting the W/S-Distrib. industry. | $15,000 | 2020 |
| 0.30 |
| $0 |
| Kathleen M Mazzarella | Secretary | 0.30 | $0 |
| Jeff Mclendon | Treasurer | 0.30 | $0 |
| Kathryn Poehling Seymour | Director | 0.30 | $0 |
| Keith Rozolis | Director | 0.30 | $0 |
| Kevin Short | Vice Chairman | 0.30 | $0 |
| Larry J Stoddard | Chairman | 0.30 | $0 |
| George W Keeley | NAW General Counsel | 0.30 | $0 |
| Eric Hoplan | President & CEO | 34.80 | $1,010,181 |
| Carol Walsh | Chief Operations Officer | 34.80 | $152,523 |
| Brian Wild | Chief Gov't Relations Offi | 34.80 | $471,776 |
| Bartholomeus Tessel | Chief Innovation Officer | 34.80 | $272,094 |
| Daniel Schuberth | Chief Revenue Officer | 34.80 | $302,606 |
| John Peter | Chief - Corporate Relation | 34.80 | $212,758 |
| Adam Isenberg | Vice President - Corporate | 34.80 | $203,293 |
| Alexander Hendrie | Assoc VP - Government | 34.80 | $159,465 |
| Anna Natasha Wells | VP of Corporate Engagement | 34.80 | $217,375 |
| Meghan Cieslak | Chief Communications & Marketing | 34.80 | $164,975 |
| Latitia Drake | MDM Sr VP Publishing | 34.80 | $161,829 |
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 Dec 31, 2023IRS bulk XML
Filing id 202433209349307968
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202333139349301823
Form 990 · FY2022 · period ending Nov 30, 2022
Filing id 202332899349301958
Form 990 · FY2021 · period ending Nov 30, 2021
Filing id 202222879349301922
Form 990 · FY2020 · period ending Nov 30, 2020
Filing id 202122879349301717
Form 990 · FY2018 · period ending Nov 30, 2018
Filing id 201912889349301231
Form 990 · FY2017 · period ending Nov 30, 2017
Filing id 201802859349300335
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.