named programs · 4 · from sources
What they call their work
Community Development Grants
Supports local community organizations providing essential services and fostering regional well-being.
Education Grant Program
Provides financial support to universities, schools, and educational organizations to advance learning and academic programs.
Public Health Support
Grants to organizations addressing public health challenges, including addiction treatment and recovery services.
Women's Initiatives Support
Funds programs focused on advancing women through education, leadership, and community engagement.
activities · 5 groups
What they do
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Donor-Advised Fund Grantmaking 1 activity
- Funding charitable intermediariesFunds donor-advised charitable vehicles such as Fidelity Charitable and Fidelity Charitable Fund to support broad philanthropic activities.
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Flexible Grants to Grassroots Organizations 1 activity
- Funding community initiativesFunds Heart of the Hamptons to support local community programs and services.
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University-Specific Endowment and Program Funding 1 activity
- Funding educational institutionsFunds a range of educational institutions including universities, business schools, and preparatory schools to support education. Recipients include Northwestern University, Miami University Foundation, Columbia Business School, Columbia University, Collegiate School, and Miami University Alumni Affairs.
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Charitable Grantmaking to Specific Causes 1 activity
- Funding public health organizationsFunds Caron to support public health initiatives.
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Women's Educational Advancement 1 activity
- Funding women-focused initiativesFunds the Miami University Women's Giving Circle to support programs benefiting women.
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financials · form 990PF · fy2023
revenue
Total revenue$117K
Contributions & grants——
Program service revenue——
Investment income$11K9%
Other revenue$106K
expenses
Total expenses$9K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$226K
balance sheet
Total assets$532K
Cash—
Investments—
Liabilities—
Net assets$532K
4 years on record · 2020–2023 · YoY revenue +635.8%
leadership · form 990 part vii · fy2023
Who runs it
board members · 1
- MARY ANN CASATI — TRUSTEE
relationships · 12
Who they work with
- CARON Partner — Recipient of a $1,000 grant in 2023 for public health support
- COLLEGIATE SCHOOL Partner — Recipient of a $1,000 grant in 2023 for education support
- COLUMBIA BUSINESS SCHOOL Partner — Recipient of a $7,500 grant in 2023 for education support
- COLUMBIA UNIVERSITY Partner — Recipient of a $5,000 grant in 2023 for education support
- COUNCIL FOR ECONOMIC EDUCATION Partner — Recipient of a $5,000 grant in 2022 for education support
- FIDELITY CHARITABLE Partner — Recipient of a $100,000 grant in 2023 for philanthropy support
- FIDELITY CHARITABLE FUND Partner — Recipient of a $200,000 grant in 2022 for general support
- HEART OF THE HAMPTONS Partner — Recipient of a $500 grant in 2023 for community support
- MIAMI UNIVERSITY ALUMNI AFFAIRS Partner — Recipient of a $10,000 grant in 2022 for education support
- MIAMI UNIVERSITY WOMENS GIVING CIRCLE Partner — Recipient of a $1,000 grant in 2023 for women's support
- MIAMI UNIVERSITYFOUNDATION Partner — Recipient of a $10,000 grant in 2023 for education support
- NORTHWESTERN UNIVERSITY Partner — Recipient of a $100,000 grant in 2023 for education support