Excelsior Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Excelsior Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 36-3812346

Foundation Overview

Based in Norwich, VT, Excelsior Foundation has awarded 8 grants totaling $302,502 to organizations in Illinois, Missouri and 1 other state across the US. Individual grants range from $5,000 to $200,000, with a median award of $10,000.

Latest Tax Year
2024
Total Giving (all years)
$302,502
Total Assets
$110,302
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
0 (No grants in 2024)
Median Grant
$0
% Median Grant Decline
-100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Illinois

63% of grants are awarded in Illinois, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Illinois, funding concentrates in Lake Forest (40%), Evanston (20%), Alton (20%).

Funding Trajectory
-92%

Declining funding trend with 92% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education + 3 others

Diversified giving across multiple program areas with primary emphasis on education (40%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Excelsior Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Lake Forest College $6,000 Lake Forest, IL, US Education 2020
John Burroughs Schiik $10,000 St Louis, MO, US Educational/medical 2018
Lake Forest College $10,000 Lake Forest, IL, US Educational 2018
Smith College $5,000 Northhampton, MA, US Edcational 2018
Nu Curry Professor Med Educ $200,000 Evanston, IL, US Educational/medical 2017
Alton Cemetery $25,000 Alton, IL, US Civic 2016
Lewis & Clark Community College $41,502 Godfrey, IL, US Education 2016
Root Capital $5,000 Cambridge, MA, US Civic 2016

Foundations Similar to Excelsior Foundation

Discover 5 foundations with comparable assets ($84,626-$100,090), similar grant patterns, and geographic focus in VT that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 27-2014217 | 3 grants awarded
$100,090
(≈ Similar)
$18,000
median grant
Burlington, VT
Same state
95%
Excellent match

EIN: 03-6047459 | 9 grants awarded
$92,541
(≈ Similar)
$5,000
median grant
Newport, VT
Same state
92%
Excellent match

EIN: 27-4250614 | 19 grants awarded
$87,615
(↓ Smaller)
$15,000
median grant
Castleton, VT
Same state
90%
Excellent match

EIN: 03-6004306 | 9 grants awarded
$87,302
(↓ Smaller)
$5,488
median grant
Newport, VT
Same state
90%
Excellent match

EIN: 93-2308011 | 6 grants awarded
$84,626
(↓ Smaller)
$10,000
median grant
Montpelier, VT
Same state
88%
Excellent match

Contact Information

Official contact details for Excelsior Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 36-3812346
Website N/A
Address 180 N LA SALLE ST STE 3400 Chicago, IL 60601-2807

Key People (3)

Board members, trustees, and key staff who oversee Excelsior Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Barbara O Taylor
Secretary Ryan Walsh
Chairman Jack Taylor

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Excelsior Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.