The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $1,630,820 | $4,357,232 | $2,524,556 | $46,438,680 |
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 49% 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 |
|---|---|---|---|---|
| SEE STATEMENT A - COMMUNITY SERVICESPhiladelphia, PA | Community Services | $1,026,000 | 2016 | |
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 |
|---|---|---|---|
| Sarah Martinez-Helfman | PRESIDENT | 40.00 | $252,954 |
| Fariha Khan | BOARD CHAIR | 2.00 | $6,500 |
| Michael O'Bryan | VICE CHAIR | 2.00 | $4,000 |
| Will Gonzalez Esq | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $44,429,507 |
| FY2023 | 990-PF | $1,223,439 | $2,966,974 | $2,928,831 | $45,116,266 | $44,889,571 |
| FY2022 | 990-PF | $1,728,221 | $2,128,026 | $3,185,219 | $43,265,733 | $42,823,060 |
| FY2021 | 990-PF | $3,679,994 | $3,141,089 | $4,045,305 | $53,175,079 | $51,555,736 |
| FY2020 | 990-PF | $952,777 | $6,148,658 | $3,202,130 | $51,736,194 | $48,917,228 |
| FY2019 | 990-PF | $1,760,830 | $1,554,788 | $2,445,758 | $50,599,252 | $50,305,035 |
| FY2018 | 990-PF | $4,974,920 | $3,586,783 | $2,449,292 | $45,142,899 | $43,907,837 |
| FY2017 | 990-PF | $3,095,967 | $2,620,730 | $2,339,466 | $48,910,853 | $48,611,231 |
| FY2016 | 990-PF | $1,540,465 | $2,353,254 | $2,183,803 | $45,929,162 | $45,619,178 |
| SOCIAL, RACIAL, & ECONOMIC JUSTICE |
| $1,009,000 |
| 2020 |
| SEE STATEMENT A - IMMIGRANTS & REFUGEESPhiladelphia, PA | IMMIGRANTS & REFUGEES | $965,000 | 2019 |
| SEE STATEMENT A - IMMIGRANTS & REFUGEESPhiladelphia, PA | IMMIGRANTS & REFUGEES | $958,000 | 2020 |
| SEE STATEMENT A - SOCIAL RACIAL & ECON JUSTICEPHILADELPHIA, PA | SOCIAL, RACIAL, & ECONOMIC JUSTICE | $755,500 | 2018 |
| SEE STATEMENT A - FOCUSED POPULATIONPHILADELPHIA, PA | FOCUSED POPULATION | $640,000 | 2017 |
| SEE STATEMENT A - IMMIGRANTS & REFUGEESPhiladelphia, PA | IMMIGRANTS & REFUGEES | $630,000 | 2018 |
| SEE STATEMENT A - ARTS & CULTUREPhiladelphia, PA | ARTS & CULTURE | $578,500 | 2020 |
| SEE STATEMENT A - SOCIAL RACIAL & ECON JUSTICEPHILADELPHIA, PA | SOCIAL, RACIAL, & ECONOMIC JUSTICE | $441,500 | 2019 |
| SEE STATEMENT A - EDUCATIONPhiladelphia, PA | Education | $440,500 | 2016 |
| SEE STATEMENT A - COMMUNITY SERVICESPhiladelphia, PA | Community Services | $368,500 | 2017 |
| SEE STATEMENT A - ARTS & CULTUREPhiladelphia, PA | Arts & Culture | $330,000 | 2018 |
| SEE STATEMENT A - ARTS & CULTUREPhiladelphia, PA | Arts & Culture | $305,000 | 2019 |
| ROCKWOOD LEADERSHIP INSTITUTESAN FRANCISCO, CA | CAPACITY BUILDING GRANTS | $300,000 | 2024 |
| SEE STATEMENT A - SOCIAL RACIAL & ECON JUSTICEPHILADELPHIA, PA | SOCIAL, RACIAL & ECON JUSTICE | $282,500 | 2017 |
| SEE STATEMENT A - EDUCATIONPhiladelphia, PA | Education | $240,000 | 2017 |
| SEE STATEMENT A - ARTSPhiladelphia, PA | Arts | $225,000 | 2017 |
| SEE STATEMENT A - CHILD WELFAREPhiladelphia, PA | CHILD WELFARE | $157,000 | 2018 |
| Movement Alliance ProjectPhiladelphia, PA | Capacity Building | $150,000 | 2021 |
| WINDCALL INSTITUTEOAKLAND, CA | CAPACITY BUILDING GRANT | $135,000 | 2024 |
| SEE STATEMENT A - ARTSPhiladelphia, PA | Arts | $126,000 | 2016 |
| SEE STATEMENT A - CHILD WELFAREPhiladelphia, PA | CHILD WELFARE | $105,000 | 2019 |
| MOVEMENT ALLIANCE PROJECTPHILADELPHIA, PA | CAPACITY BUILDING | $100,000 | 2022 |
| Pennsylvania VoicePhiladelphia, PA | General Support | $100,000 | 2021 |
| PHILADELPHIA HOUSING DEVELOPMENTPHILADELPHIA, PA | PHLHOUSING+ | $100,000 | 2022 |
| 2.00 |
| $5,000 |
| John L Jackson Jr | BOARD MEMBER | 2.00 | $0 |
| Danyelle Austin | BOARD MEMBER | 2.00 | $4,000 |
| Ida K Chen | BOARD MEMBER | 2.00 | $0 |
| Chelsea Hicks | BOARD MEMBER | 2.00 | $4,000 |
| Nimrit Kang | BOARD MEMBER | 2.00 | $4,000 |
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-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403199349106175
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202323189349101112
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202223189349102402
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202123089349100332
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202033179349102248
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201943129349100434
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201813129349100011
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201743149349100939
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201642789349100309
Form 990-PF · FY2014 · period ending Dec 31, 2014
Filing id 201603509349100400
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.