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 | $22,714,537 | $23,408,066 | $17,754,878 | $49,734,461 | $12,596,497 |
| FY2024 | 990 | $14,913,211 | $16,755,234 | $12,305,143 | $52,690,790 | $13,718,763 |
| FY2023 | 990 | $15,402,619 | $17,500,970 | $10,549,355 | $51,390,411 | $14,821,345 |
| FY2022 | 990 | $45,795,029 | $49,842,187 | $42,999,872 | $58,607,778 | $16,267,560 |
| FY2021 | 990 | $26,089,482 | $67,480,214 | $58,693,775 | $39,074,186 | $21,244,959 |
| FY2020 | 990 | $73,517,534 | $21,932,690 | $14,672,674 | $76,047,517 | $62,635,691 |
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 |
|---|---|---|---|---|
| THE WORLD BANKWASHINGTON, DC | PARTNERSHIP FOR ECONOMIC INCLUSION MULTI-DONOR TRUST FUND. | $250,000 | 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 |
|---|---|---|---|
| Julia Roberts | PRESIDENT & CEO | 40.00 | $234,961 |
| Ray Offenheiser | BOARD CHAIRPERSON | 5.00 | $0 |
| Ronald Grzywinski | VICE CHAIRPERSON | 2.00 | $0 |
| Ann Miles | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 2.00 |
| $0 |
| James Carlson | SECRETARY | 2.00 | $0 |
| Dirk Booy | DIRECTOR | 2.00 | $0 |
| Sarah Cliffe | DIRECTOR | 2.00 | $0 |
| Brigit Helms | DIRECTOR | 2.00 | $0 |
| Joel Lamstein | DIRECTOR | 2.00 | $0 |
| Michael Louis | DIRECTOR | 2.00 | $0 |
| Barbara Lucas | DIRECTOR | 2.00 | $0 |
| James Torrey | DIRECTOR | 2.00 | $0 |
| Veena Jayadeva | DIRECTOR (UNTIL 11/2024) | 2.00 | $0 |
| Daniel Stoner | COO | 40.00 | $255,896 |
| Debbie Li | DIR. OF FINANCE (UNTIL 12/2024) | 40.00 | $113,221 |
| Kristin Spiak | DIR. OF FINANCE (FROM 10/2024) | 40.00 | $28,192 |
| Devon Mclorg | DIRECTOR OF PARTNERSHIPS | 40.00 | $154,563 |
| Ashley Toombs | LEAD - CLIMATE | 40.00 | $132,657 |
| Catherine Brandli | DIRECTOR OF INDIVIDUAL GIVING | 40.00 | $146,897 |
| Catherine Naughton | DIRECTOR OF HUMAN RESOURCE | 40.00 | $136,549 |
| Mica Bevington | DIRECTOR OF COMMUNICATIONS | 40.00 | $137,297 |
| Sharad Aggarwal | FORMER OFFICER | 40.00 | $110,745 |
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202511149349301526
Form 990 · FY2023 · period ending Sep 30, 2023IRS bulk XML
Filing id 202442279349300139
Form 990 · FY2022 · period ending Sep 30, 2022
Filing id 202302269349301655
Form 990 · FY2021 · period ending Sep 30, 2021
Filing id 202201519349300800
Form 990 · FY2020 · period ending Sep 30, 2020
Filing id 202121609349300527
Form 990 · FY2018 · period ending Sep 30, 2018
Filing id 201941849349300524
Form 990 · FY2017 · period ending Sep 30, 2017
Filing id 201821639349301067
Form 990 · FY2016 · period ending Sep 30, 2016
Filing id 201701609349300825
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.