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 | $4,314,771 | $3,507,341 | $527,363 | $3,581,469 | $2,333,193 |
| FY2023 | 990 | $4,763,426 | $4,488,761 | $638,717 | $2,851,197 | $1,525,763 |
| FY2022 | 990 | $4,862,551 | $5,074,383 | $814,173 | $3,003,484 | $1,251,098 |
| FY2021 | 990 | $4,834,266 | $5,382,619 | $1,090,200 | $2,879,409 | $1,462,930 |
| FY2020 | 990 | $4,886,423 | $6,389,219 | $1,444,305 | $3,522,353 | $2,011,283 |
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 89% 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 |
|---|---|---|---|---|
| MAKE-A-WISH FOUNDATIONPHOENIX, AZ | SUPPORT | $412,500 | 2020 | |
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 |
|---|---|---|---|
| Brad Greer | DIRECTOR | 1.00 | $0 |
| Charles Symington | PRESIDENT | 9.00 | $95,831 |
| George Daly | DIRECTOR | 1.00 | $0 |
| Jared Burkhart | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL SUPPORT |
| $217,500 |
| 2021 |
| MAKE-A-WISH FOUNDATIONPHOENIX, AZ | GENERAL SUPPORT | $200,000 | 2022 |
| IND INS AGTS OF NEW JERSEYTRENTON, NJ | ADVERTISING & RECRUITING | $121,521 | 2020 |
| MAKE-A-WISH FOUNDATIONPHOENIX, AZ | GENERAL SUPPORT | $105,000 | 2023 |
| MAKE-A-WISHPHOENIX, AZ | GENERAL SUPPORT | $102,500 | 2024 |
| IND INS AGTS OF NORTH CAROLINACARY, NC | ADVERTISING & RECRUITING | $68,000 | 2020 |
| IND INS AGTS OF MARYLAND INCGLEN BURNIE, MD | ADVERTISING & RECRUITING | $67,000 | 2020 |
| IIA OF RHODE ISLANDWARWICK, RI | ADVERTISING & RECRUITING | $65,000 | 2021 |
| IIA OF RHODE ISLANDWARWICK, RI | ADVERTISING & RECRUITING | $65,000 | 2020 |
| INDEPENDENT INSURANCE AGENTS OF RHODE ISLANDWARWICK, RI | ADVERTISING & RECRUITING | $65,000 | 2022 |
| IND INS AGTS OF NORTH CAROLINACARY, NC | ADVERTISING & RECRUITING | $65,000 | 2021 |
| MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INCMILFORD, MA | ADVERTISING & RECRUITING | $60,000 | 2023 |
| INDEPENDENT INSURANCE AGENTS OF NC INCCARY, NC | ADVERTISING & RECRUITING | $60,000 | 2022 |
| INDEPENDENT INSURANCE AGENTS OF RHODE ISLANDWARWICK, RI | GENERAL SUPPORT | $60,000 | 2023 |
| MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INCMILFORD, MA | ADVERTISING & RECRUITING | $60,000 | 2022 |
| INDEPENDENT INSURANCE AGENTS OF NC INCCARY, NC | ADVERTISING & RECRUITING | $60,000 | 2024 |
| INDEPENDENT INSURANCE AGENTS OF NC INCCARY, NC | ADVERTISING & RECRUITING | $60,000 | 2023 |
| INDEPENDENT INSURANCE AGENTS OF RHODE ISLANDWARWICK, RI | GENERAL SUPPORT | $60,000 | 2022 |
| INDEPENDENT INSURANCE AGENTS & BROKERS OF NJ INCTRENTON, NJ | ADVERTISING & RECRUITING | $60,000 | 2022 |
| INDEPENDENT INSURANCE AGENTS OF RHODE ISLANDWARWICK, RI | GENERAL SUPPORT | $60,000 | 2024 |
| INDEPENDENT INSURANCE AGENTS & BROKERS OF NJ INCTRENTON, NJ | GENERAL SUPPORT | $57,467 | 2023 |
| MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INCMILFORD, MA | ADVERTISING & RECRUITING | $55,000 | 2024 |
| IND INS AGTS OF NEW HAMPSHIRECONCORD, NH | ADVERTISING & RECRUITING | $53,662 | 2020 |
| NH ASSOCIATION OF INSURANCE AGENTS INCCONCORD, NH | ADVERTISING & RECRUITING | $53,520 | 2023 |
| 1.00 |
| $0 |
| Jeff Schlitt | DIRECTOR | 1.00 | $0 |
| John Barbour | DIRECTOR | 1.00 | $0 |
| Jon Jensen | CHAIR | 1.00 | $0 |
| Matt Simon | DIRECTOR | 1.00 | $0 |
| Mike Barrett | DIRECTOR | 1.00 | $0 |
| Eugene S Cocke | CFO | 4.00 | $28,778 |
| Kevin Brandt | VICE PRESIDENT | 33.00 | $142,507 |
| Scott D Kneeland | CHIEF COUNSEL/SECRETARY | 4.00 | $18,697 |
| Robert A Rusbuldt | FORMER PRESIDENT | 4.00 | $57,737 |
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 Aug 31, 2023IRS bulk XML
Filing id 202431979349302768
Form 990 · FY2022 · period ending Aug 31, 2022
Filing id 202321989349301567
Form 990 · FY2021 · period ending Aug 31, 2021
Filing id 202241969349302464
Form 990 · FY2020 · period ending Aug 31, 2020
Filing id 202131799349300938
Form 990 · FY2019 · period ending Aug 31, 2019
Filing id 202011769349300511
Form 990 · FY2018 · period ending Aug 31, 2018
Filing id 201900599349300015
Form 990 · FY2017 · period ending Aug 31, 2017
Filing id 201820999349300042
Form 990 · FY2016 · period ending Aug 31, 2016
Filing id 201741569349300844
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.