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 | $172,550,204 | $155,260,898 | $423,002 | $2,735,864,519 | $226,458,215 |
| FY2023 | 990 | $170,511,185 | $164,238,136 | $0 | $2,912,144,631 | $204,060,036 |
| FY2022 | 990 | $126,516,804 | $103,558,609 | $0 | $2,764,171,874 | $221,790,124 |
| FY2021 | 990 | $109,978,421 | $84,350,076 | $0 | $2,609,326,648 | $249,354,358 |
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 |
|---|---|---|---|---|
| ADDITION FINANCIAL FOUNDATION INCLAKE MARY, FL | THE ADDITION FINANCIAL FOUNDATION, INC. WAS PRIMARILY FORMED TO ASSIST ADDITION FINANCIAL CREDIT UNION PROMOTE AND PROVIDE ASSISTANCE TO INITIATIVES BENEFITING EDUCATION. | $423,002 | 2024 |
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 |
|---|---|---|---|
| Richard Collins | BOARD CHAIRPERSON | 10.00 | $4,074 |
| Dale Kelly | BOARD VICE CHAIRPERSON | 10.00 | $0 |
| Ronald Person | BOARD SECRETARY | 10.00 | $0 |
| Naval Modani | BOARD TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 10.00 |
| $0 |
| Janet Bush | BOARD MEMBER | 10.00 | $5,585 |
| Gabriela Ortigoni | BOARD MEMBER | 10.00 | $7,758 |
| Kimberly Marten | BOARD MEMBER | 10.00 | $831 |
| Judith Padres | BOARD MEMBER | 10.00 | $792 |
| Cary Dortona | BOARD MEMBER | 10.00 | $0 |
| Kevin Miller | PRESIDENT/CEO | 40.00 | $999,561 |
| Kevin Dougherty | CHIEF OPERATING OFFICER | 40.00 | $497,196 |
| Qing Lu | CHIEF FINANCIAL OFFICER | 40.00 | $421,247 |
| Sam Nelson | CHIEF ADMINISTRATIVE OFFICER | 40.00 | $424,242 |
| Kevin Wright | CHIEF INFORMATION OFFICER | 40.00 | $426,331 |
| Miriam Mitchell | CHIEF LENDING OFFICER | 40.00 | $343,895 |
| Nora Rodriguez Patterson | CHIEF COMMUNICATIONS OFFICER | 40.00 | $300,614 |
| Joseph Maclaren | ASSISTANT GENERAL COUNSEL | 40.00 | $227,238 |
| Shirley Shoemaker | SVP BRANCH OPERATIONS | 40.00 | $229,721 |
| Matthew Walsh | VP INFORMATION TECHNOLOGY | 40.00 | $186,651 |
| Alex Dejesus | SVP MEMBER EXPERIENCE | 40.00 | $200,266 |
| Jason Hansen | VP MARKETING | 40.00 | $187,374 |
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 202433189349304243
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202322919349300007
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202223119349301607
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.