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 | $3,732,584 | $1,706,178 | $1,610,651 | $41,983,291 | $41,912,862 |
| FY2024 | 990 | $3,309,572 | $1,657,852 | $1,570,693 | $39,707,632 | $38,698,075 |
| FY2023 | 990 | $1,872,660 | $1,645,971 | $1,558,949 | $35,717,284 | $35,156,154 |
| FY2022 | 990 | $4,664,310 | $1,470,240 | $1,366,233 | $32,869,001 | $32,869,001 |
| FY2021 | 990 | $3,119,416 | $1,283,822 | $1,202,200 | $36,179,635 | $35,363,359 |
| FY2020amended | 990 | $2,994,291 | $1,257,830 | $1,190,321 | $28,272,606 | $27,179,316 |
| FY2019 | 990 | $1,866,507 | $1,235,071 | $1,154,630 | $27,537,086 | $26,137,921 |
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 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.
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 |
|---|---|---|---|
| John S Bakalar | TRUSTEE | 1.00 | $0 |
| Susan Bondurant | TRUSTEE | 1.00 | $0 |
| John Amboian | TRUSTEE | 1.00 | $0 |
| James W Deyoung | TRUSTEE |
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 |
| James Lumberg | CHAIR, TRUSTEE | 1.00 | $0 |
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202540449349301034
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202410809349300046
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202310479349301651
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202210469349301021
Form 990 · FY2020 · period ending Jun 30, 2020 · amended
Filing id 202220469349301117
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202130369349300338
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201910609349300721
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201831299349301048
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201730459349302223
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.