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 · FY2024
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $8,900,744 | $4,768,560 | $537,145 | $85,576,894 | $84,980,484 |
| FY2023 | 990 | $9,397,096 | $5,045,365 | $456,441 | $79,051,155 | $77,844,988 |
| FY2022 | 990 | $9,847,894 | $4,246,470 | $557,298 | $68,490,035 | $67,905,147 |
| FY2021 | 990 | $1,967,274 | $3,122,139 | $308,323 | $76,661,608 | $76,281,365 |
| FY2020 | 990 | −$3,410,694 | $2,884,900 | $249,529 | $75,031,238 | $74,460,688 |
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 |
|---|---|---|---|---|
| RESEARCH FNDT CITY UNIVERSITY OF NYNEW YORK, NY | To enable LaGuardia Community College Library to provide financial and investor education to college students and the wider community using Open Educational Resources, giving particular attention to the challenges experienced by lower-income households when living in high-cost urban areas. | $24,819 | 2023 |
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 |
|---|---|---|---|
| Ellen Frawley | BOARD MEMBER - AS OF 1/08/24 | 1.0 | $0 |
| Gwen Weithaus | BOARD MEMBER - AS OF 5/21/24 | 1.0 | $0 |
| Jason Fichtner | BOARD MEMBER - AS OF 1/08/24 | 1.0 | $0 |
| Jonathan S Sokobin | CHAIRPERSON - AS OF 2/12/24 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Research Foundation of the City University of New YorkNew York, NY | To support LaGuardia Community College Library's efforts to provide financial and investor education to college students and the wider community using Open Educational Resources in multiple languages, thereby empowering underserved groups to make informed financial choices. | $24,819 | 2022 |
| EBRI Education and Research FundWashington, DC | To research how out-of-pocket healthcare spending is trending in the United States and to examine the degree to which the rising costs that patients face are a manifestation of changes to health insurance plan design, increasing overall healthcare costs, or other factors. | $23,748 | 2022 |
| EBRIWASHINGTON, DC | To examine trends in aggregate out-of-pocket healthcare spending by type of health plan and analyze how cost-sharing has been changing due to shifts toward less comprehensive and/or high-deductible insurance plans. | $23,748 | 2023 |
| SOUTH ARKANSAS COLLEGEEL DORADO, AR | To support the college library in its efforts to deliver financial education programs addressing a range of financial topics of interest to prospective community college students and those already enrolled in community college. | $23,562 | 2024 |
| SOUTH ARKANSAS COLLEGEEL DORADO, AR | To deliver sustained financial education for secondary school students in the region, with a particular focus on students participating in Upward Bound, a federal initiative designed to help young people from low-income households complete high school and successfully pursue postsecondary education. | $23,562 | 2023 |
| BUFFALO & ERIE COUNTY PUBLIC LIBRARYBUFFALO, NY | To coordinate basic financial education services for county residents in partnership with several community-based agencies. | $22,798 | 2024 |
| Buffalo & Erie County Public LibraryBuffalo, NY | To provide and coordinate basic financial education for lower-income families, immigrant and refugee populations, and recently incarcerated individuals who are reintegrating into society and the local economy. | $22,798 | 2022 |
| UNIVERSITY OF PUERTO RICOSAN JUAN, PR | SEE PART IV | $21,743 | 2020 |
| Catholic Charities Diocese of Fort WorthFt Worth, TX | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| United Way of Greater Stark CountyCanton, OH | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2021 |
| IOWA STATE UNIVERSITY FOUNDATIONAMES, IA | To offer a workplace financial wellness program that encompasses the services of a dedicated resource coordinator, financial education, and an employer-sponsored small-dollar loan for the university's many employees | $20,000 | 2024 |
| UNITED WAY OF GREATER NEW BEDFORDNEW BEDFORD, MA | To advance a collaborative and sustainable workplace financial wellness initiative. | $20,000 | 2023 |
| Consumer Credit Counseling Services of the Savannah Area IncSavannah, GA | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2021 |
| UNITED WAY OF PICKENS COUNTYEASLEY, SC | To deliver workplace financial wellness services, in partnership with local employers, through a program known as Pathways at Work, which encompasses Volunteer Income Tax Assistance, financial education workshops, one-on-one financial coaching, and an employer-sponsored small-dollar loan. | $20,000 | 2024 |
| UNITED WAY OF NORTHWEST VERMONTSOUTH BURLINGTON, VT | To advance a collaborative and sustainable workplace financial wellness initiative. | $20,000 | 2023 |
| Barry County United WayHastings, MI | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| Rise FoundationMemphis, TN | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| United Way of Greater AtlantaAtlanta, GA | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| Mexico Sustainability ProjectMexico, MO | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| United Way of Geauga CountyChardon, OH | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| United Way of Summit and Medina CountyAkron, OH | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2021 |
| UNIVERSITY OF WISCONSIN-MADISONMADISON, WI | To advance a collaborative and sustainable workplace financial wellness initiative. | $20,000 | 2023 |
| Catholic Charities of Northeast KansasOverland Park, KS | To advance sustainable workplace financial wellness services and education for lower-income employees. | $20,000 | 2022 |
| LA CASA DE ESPERANZAWAUKESHA, WI | To advance a collaborative and sustainable workplace financial wellness initiative. | $20,000 | 2023 |
| 1.0 |
| $0 |
| Menekse Gencer | BOARD MEMBER | 1.0 | $0 |
| Paul Roye | BOARD MEMBER - AS OF 1/08/24 | 1.0 | $0 |
| Peggy Ho | BOARD MEMBER | 2.0 | $0 |
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member | 1.0 | $0 |
| Eileen M Famiglietti | Treasurer | 6.0 | $0 |
| Geraldine M Walsh | President | 48.0 | $0 |
| Jennifer P Mitchell | Corporate Secretary | 3.0 | $0 |
| John W Thiel | Board Member | 0.0 | $0 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202433209349321658
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323199349316522
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202233189349309233
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202143199349307579
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923199349310512
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201813199349308561
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201743179349307719
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201643139349301644
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.