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 | $35,815,570 | $30,898,115 | $1,080,599 | $61,889,711 | $56,048,405 |
| FY2023 | 990 | $34,307,696 | $27,991,449 | $179,001 | $56,020,622 | $50,142,275 |
| FY2022 | 990 | $41,619,024 | $24,216,734 | $295,232 | $46,303,421 | $42,858,135 |
| FY2021 | 990 | $32,067,894 | $21,566,255 | $73,998 | $30,618,927 | $26,610,749 |
| FY2020 | 990 | $24,706,176 | $19,416,119 | $70,870 | $21,121,074 | $16,498,369 |
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 88% 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 |
|---|---|---|---|---|
| USC MARSHALL SCHOOL OF BUSINESSLOS ANGELES, CA | 5 YEARS' PLEDGE - SCHOLARSHIP SUPPORT FOR ALL GENERAL EDUCATION EXPENSES INCURRED BY UNDERGRADUATE STUDENTS AT THE UNIVERSITY | $1,000,000 | 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 |
|---|---|---|---|
| Rich Gobler | CHAIR | 1.00 | $0 |
| John Washington | VICE CHAIR | 1.00 | $0 |
| Sarah Nichols | SECRETARY/TREASURER | 1.00 | $0 |
| Janet Beaver | PAST CHAIR, CHAIR (THRU FEB 28, 2024) |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATIONFULLERTON, CA |
| GENERAL SUPPORT |
| $150,000 |
| 2022 |
| CA INSURANCE WHOLESALERS ASSOCIATIONFAIRFIELD, CA | GENERAL SUPPORT | $75,000 | 2023 |
| UNIVERSITY OF COLORADO FOUNDATIONDENVER, CO | GENERAL SUPPORT | $50,000 | 2022 |
| CA INSURANCE WHOLESALERSFAIRFIELD, CA | GENERAL SUPPORT | $50,000 | 2022 |
| CALIFORNIA INSURANCE EMERGENCY RESPONSE ASSOCIATIONSAN RAMON, CA | GENERAL SUPPORT | $40,000 | 2023 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATIONLOS ANGELES, CA | GENERAL SUPPORT | $33,337 | 2023 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATIONLOS ANGELES, CA | WESTERN DIVISION MISCELLANEOUS INSURANCE INDUSTRY PURPOSE. | $31,000 | 2024 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATIONLOS ANGELES, CA | GENERAL SUPPORT | $28,129 | 2022 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATIONLOS ANGELES, CA | GENERAL SUPPORT | $27,075 | 2021 |
| CA INSURANCE WHOLESALERS ASSOCIATION INCFAIRFIELD, CA | GENERAL SUPPORT | $25,000 | 2020 |
| CALIFORNIA INSURANCE WHOLESALERS ASSOCIATIONFAIRFIELD, CA | CIWA 2024 SUMMER FORUM EVENT SPONSORSHIP | $25,000 | 2024 |
| CA INSURANCE WHOLESALERSFAIRFIELD, CA | GENERAL SUPPORT | $25,000 | 2021 |
| USC MARSHALL SCHOOL OF BUSINESSLOS ANGELES, CA | RISK MANAGEMENT PROGRAM | $20,000 | 2020 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATIONFULLERTON, CA | GENERAL SUPPORT | $15,000 | 2020 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATIONFULLERTON, CA | SRMI GOLF TOURNAMENT PLATINUM SPONSORSHIP & IDAY BOOK SPONSORSHIP | $10,500 | 2024 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATIONFULLERTON, CA | GENERAL SUPPORT | $10,000 | 2021 |
| DONOR NETWORK WEST FOUNDATIONSAN RAMON, CA | SILVER SPONSORSHIP - HOPE GOLF TOURNAMENT | $10,000 | 2024 |
| WOMEN OF WHOLESALESAN FRANCISCO, CA | GENERAL SUPPORT | $10,000 | 2021 |
| USC MARSHALL SCHOOL OF BUSINESSLOS ANGELES, CA | GENERAL SUPPORT | $10,000 | 2022 |
| GREENBERG TRAURIGDORAL, FL | SPRING 2023 SURPLUS LINES LAW GROUP CONFERENCE SPONSORSHIP | $10,000 | 2023 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATIONFULLERTON, CA | GENERAL SUPPORT | $7,500 | 2023 |
| INSURANCE INDUSTRY CHARITABLE FOUNDATION INCLOS ANGELES, CA | GENERAL SUPPORT | $6,700 | 2020 |
| NATIONAL COUNCIL OF INSURANCE LEGISLATORSBELMAR, NJ | GENERAL SUPPORT | $6,000 | 2023 |
| 1.00 |
| $0 |
| Charles Rosson | BOARD MEMBER | 1.00 | $0 |
| Terri Moran | BOARD MEMBER | 1.00 | $0 |
| James Faley | BOARD MEMBER | 1.00 | $0 |
| Jon Larson | BOARD MEMBER | 1.00 | $0 |
| Pam Quilici | BOARD MEMBER | 1.00 | $0 |
| Robert Gilbert | BOARD MEMBER | 1.00 | $0 |
| Khristopher Bauer | BOARD MEMBER | 1.00 | $0 |
| Terrence Villar | BOARD MEMBER (THRU MARCH 19, 2024) | 1.00 | $0 |
| Timothy Chaix | BOARD MEMBER (THRU AUGUST 6, 2024) | 1.00 | $0 |
| Hank Haldeman | MEMBER (THRU FEBRUARY 28, 2024) | 1.00 | $0 |
| Kathy Schroeder | MEMBER (THRU FEBRUARY 28, 2024) | 1.00 | $0 |
| Benjamin Mckay | CEO & EXECUTIVE DIRECTOR | 37.50 | $1,131,598 |
| Michael Caturegli | CHIEF TECHNOLOGY & ANALYSIS OFFICER | 37.50 | $318,611 |
| David Kodama | CHIEF INDUSTRY & REGULATORY OFFICER | 37.50 | $298,007 |
| Barbara Trumbly | SENIOR VP, OPERATIONS & EVENTS | 37.50 | $319,288 |
| James Greene | VP, DIGITAL COMMUNICATION | 37.50 | $297,144 |
| Yusuf Mayet | VP, COMPLIANCE | 37.50 | $247,397 |
| Satya Vani Ganti | VP, TECHNOLOGY | 37.50 | $226,183 |
| Glenn Leung | VP, FINANCE ANALYST | 37.50 | $217,354 |
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 Nov 30, 2023IRS bulk XML
Filing id 202442869349300719
Form 990 · FY2022 · period ending Nov 30, 2022
Filing id 202312889349300831
Form 990 · FY2021 · period ending Nov 30, 2021
Filing id 202232869349301888
Form 990 · FY2020 · period ending Nov 30, 2020
Filing id 202102789349301025
Form 990 · FY2018 · period ending Nov 30, 2018
Filing id 201932889349302223
Form 990 · FY2017 · period ending Nov 30, 2017
Filing id 201842489349300244
Form 990 · FY2016 · period ending Nov 30, 2016
Filing id 201731019349300908
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.