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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $31,810,605 | $30,016,207 | $80,473 | $40,468,951 | $20,703,109 |
| FY2024 | 990 | $29,068,695 | $27,728,266 | $47,853 | $36,599,402 | $17,621,518 |
| FY2023 | 990 | $26,553,588 | $25,526,835 | $54,689 | $35,139,535 | $12,961,652 |
| FY2022 | 990 | $23,842,246 | $23,001,173 | $186,186 | $34,152,164 | $11,545,080 |
| FY2021 | 990 | $23,358,827 | $20,131,765 | $142,294 | $34,260,839 | $11,716,732 |
| FY2020 | 990 | $20,177,894 | $19,765,356 | $91,851 | $30,418,009 | $7,405,372 |
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 65% 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 |
|---|---|---|---|---|
| EMPLOYEE BENEFIT RESEARCH INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $38,030 | 2025 | |
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 |
|---|---|---|---|
| Marjorie Mann | PRESIDENT | 1.00 | $0 |
| Samuel Brandwein | PRESIDENT-ELECT | 1.00 | $0 |
| Lynn Young | TREASURER | 5.00 | $0 |
| Patricia Wenzel | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| PROGRAM SUPPORT |
| $29,750 |
| 2022 |
| EBRI-EDUCATION AND RESEARCH FUNDWASHINGTON, DC | PROGRAM SUPPORT | $29,750 | 2021 |
| EBRI-EDUCATION AND RESEARCH FUNDWASHINGTON, DC | PROGRAM SUPPORT | $28,500 | 2020 |
| SENATE MAJORITY PACWASHINGTON, DC | GENERAL SUPPORT | $25,000 | 2020 |
| NATIONAL REPUBLICAN CONGRESSIONAL COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2022 |
| DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2021 |
| DEMOCRATIC SENATORIAL CAMPAIGN COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2022 |
| NATIONAL REPUBLICAN SENATORIAL COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2022 |
| DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2022 |
| DEMOCRATIC SENATORIAL CAMPAIGN COMMITTEEWASHINGTON, DC | GENERAL SUPPORT | $15,000 | 2021 |
| GEORGETOWN UNIVERSITY SPONSORED PROJECTS FINANCIAL OPERATIONSPHILADELPHIA, PA | PROGRAM SUPPORT | $15,000 | 2025 |
| AMERICAN SOCIETY OF PENSION ACTUARIES EDUCATION & RESEARCH FOUNDATION INCARLINGTON, VA | PROGRAM SUPPORT | $13,865 | 2023 |
| ACTUARIAL FOUNDATIONSCHAUMBURG, IL | PROGRAM SUPPORT | $13,675 | 2023 |
| ANDSON INCLAS VEGAS, NV | PROGRAM SUPPORT | $10,000 | 2025 |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2024 |
| MCCONNELL SENATE COMMITTEELOUISVILLE, KY | GENERAL SUPPORT | $10,000 | 2022 |
| RULING OUR EXPERIENCES INCCOLUMBUS, OH | PROGRAM SUPPORT | $10,000 | 2023 |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2025 |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2021 |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2020 |
| WO SMITHNASHVILLE COMMUNITY MUSIC SCHOOLNASHVILLE, TN | PROGRAM SUPPORT | $10,000 | 2024 |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTEWASHINGTON, DC | PROGRAM SUPPORT | $10,000 | 2023 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDAORLANDO, FL | PROGRAM SUPPORT | $9,825 | 2020 |
| VERN BUCHANAN FOR CONGRESSALEXANDRIA, VA | GENERAL SUPPORT | $9,000 | 2022 |
| 1.00 |
| $0 |
| Jeffrey A Acheson | IMMEDIATE PAST PRESIDENT | 1.00 | $0 |
| Jj Mckinney | SENATORIAL MEMBER: ASPPA | 1.00 | $0 |
| Shannon Edwards | SENATORIAL MEMBER: ASPPA | 1.00 | $0 |
| Keith Gredys | SENATORIAL MEMBER: NAPA | 1.00 | $0 |
| Lisa Drake | SENATORIAL MEMBER: NAPA | 1.00 | $0 |
| David Kupstas | SENATORIAL MEMBER: ASEA | 1.00 | $0 |
| Charles Brown | SENATORIAL MEMBER: ASEA | 1.00 | $0 |
| Brent Neese | SENATORIAL MEMBER: NTSA | 1.00 | $0 |
| Mark Heisler | SENATORIAL MEMBER: NTSA | 1.00 | $0 |
| Diane Garwood | SENATORIAL MEMBER: PSCA | 1.00 | $0 |
| Brandon Diersch | SENATORIAL MEMBER: PSCA | 1.00 | $0 |
| Paul D'Aiutolo | AT-LARGE MEMBER | 1.00 | $0 |
| Frank Porter | AT-LARGE MEMBER | 1.00 | $0 |
| Jania Stout | AT-LARGE MEMBER | 1.00 | $0 |
| Brian H Graff | CEO | 50.00 | $1,374,908 |
| Brian P Short | CFO | 40.00 | $363,332 |
| Victoria Backer | COO | 40.00 | $361,555 |
| Allison Wielobob | GENERAL COUNSEL | 40.00 | $518,358 |
| William Hansen | CHIEF GOVERNMENT AFFAIRS OFFICER | 40.00 | $476,218 |
| Thomas Connolly | CHIEF SALES OFFICER | 40.00 | $349,002 |
| Kelsey Mayo | CHIEF OF RETIREMENT POLICY | 40.00 | $330,824 |
| Matt Scanlon | CHIEF MARKETING OFFICER | 40.00 | $303,098 |
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 · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202511639349300521
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401309349303340
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202302859349301755
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202221749349300932
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103149349304105
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201813179349305111
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201703149349302420
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201603159349303005
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.