The Claude Bennett Family Foundation | Foundation Profile

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

EIN: 58-2052917

Foundation Overview

Based in Birmingham, AL, The Claude Bennett Family Foundation has awarded 265 grants totaling $435,200 to organizations in Alabama, Arizona and 12 other states across the US. Individual grants range from $100 to $11,300, with a median award of $1,000.

Latest Tax Year
2023
Total Giving (all years)
$435,200
Total Assets
$1,386,009
Median Grant (all grants)
$1,000

Latest Form 990-PF Snapshot

Total Grants
44
Median Grant
$1,000
% Median Grant Growth
+33% (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
Closed Network: 5%

2 of 44 recipients (5%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Alabama

59% of grants are awarded in Alabama, with additional funding distributed across 13 other locations. The foundation balances regional focus with broader geographic diversity. Within Alabama, funding concentrates in Birmingham (84%), Hoover (6%), Tuscaloosa (6%).

Funding Trajectory
-11%

Declining funding trend with 11% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Claude Bennett Family 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
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2023
Alzheimer's Of Central Alabama $7,000 Birmingham, AL, US Charity 2023
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2023
Catechesis Of The Good Shepherd $300 Scottsdale, AZ, US Charity 2023
Childhaven $1,000 Seattle, WA, US Charity 2023
Children's Aid Society $200 Birmingham, AL, US Charity 2023
Denver Zoological Foundation $1,200 Denver, CO, US Charity 2023
Founders Place $1,000 Birmingham, AL, US Charity 2023
Frontier Fellowship $1,500 Richfield, MN, US Charity 2023
Genesis Project $1,000 Fort Collins, CO, US Charity 2023
Hearts And Horses $5,000 Birmingham, AL, US Charity 2023
Mccoy Center $500 Birmingham, AL, US Charity 2023
Northern Colorado Wildlife Center $400 Fort Collins, CO, US Charity 2023
Samford Adad Of The Arts $400 Birmingham, AL, US Charity 2023
Serve 68 $800 Fort Collins, CO, US Charity 2023
Simmons Middle School $600 Hoover, AL, US Charity 2023
South Highland Presbyterian Church $7,000 Birmingham, AL, US Charity 2023
Trinity Commons $500 Birmingham, AL, US Charity 2023
Uchealth Northern Colorado Foundation $1,000 Fort Collins, CO, US Charity 2023
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2023
Wild Animal Sanctuary $1,000 Keenesburg, CO, US Charity 2023
Laos Literacy Project $400 Sante Fe, NM, US Charity 2023
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2023
Alzheimer's Of Central Alabama $7,000 Birmingham, AL, US Charity 2023
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2023
Catechesis Of The Good Shepherd $300 Scottsdale, AZ, US Charity 2023
Childhaven $1,000 Seattle, WA, US Charity 2023
Children's Aid Society $200 Birmingham, AL, US Charity 2023
Denver Zoological Foundation $1,200 Denver, CO, US Charity 2023
Founders Place $1,000 Birmingham, AL, US Charity 2023
Frontier Fellowship $1,500 Richfield, MN, US Charity 2023
Genesis Project $1,000 Fort Collins, CO, US Charity 2023
Hearts And Horses $5,000 Birmingham, AL, US Charity 2023
Mccoy Center $500 Birmingham, AL, US Charity 2023
Northern Colorado Wildlife Center $400 Fort Collins, CO, US Charity 2023
Samford Adad Of The Arts $400 Birmingham, AL, US Charity 2023
Serve 68 $800 Fort Collins, CO, US Charity 2023
Simmons Middle School $600 Hoover, AL, US Charity 2023
South Highland Presbyterian Church $7,000 Birmingham, AL, US Charity 2023
Trinity Commons $500 Birmingham, AL, US Charity 2023
Uchealth Northern Colorado Foundation $1,000 Fort Collins, CO, US Charity 2023
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2023
Wild Animal Sanctuary $1,000 Keenesburg, CO, US Charity 2023
Laos Literacy Project $400 Sante Fe, NM, US Charity 2023
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2022
Alzheimer's Of Central Alabama $7,500 Birmingham, AL, US Charity 2022
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2022
Catechesis Of The Good Shepherd $1,000 Scottsdale, AZ, US Charity 2022
Childhaven $1,000 Seattle, WA, US Charity 2022
Children's Aid Society $500 Birmingham, AL, US Charity 2022
Denver Zoological Foundation $1,500 Denver, CO, US Charity 2022
Elder Foundation $500 Birmingham, AL, US Charity 2022
Frontier Fellowship $500 Richfield, MN, US Charity 2022
Genesis Project $3,500 Fort Collins, CO, US Charity 2022
Hearts And Horses $5,000 Birmingham, AL, US Charity 2022
Mccoy Center $500 Birmingham, AL, US Charity 2022
Serve 68 $1,500 Fort Collins, CO, US Charity 2022
Simmons Middle School $750 Hoover, AL, US Charity 2022
South Highland Presbyterian Church $11,000 Birmingham, AL, US Charity 2022
St Lukes Episcopal Church $2,000 Birmingham, AL, US Charity 2022
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2022
Trinity Commons $500 Birmingham, AL, US Charity 2022
Uchealth Northern Colorado Foundation $1,500 Fort Collins, CO, US Charity 2022
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2022
Wbhm $500 Birmingham, AL, US Charitycharity 2022
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2022
Crisis Ctr $350 Birmingham, AL, US Charity 2022
Cumberland School Of Law $250 Birmingham, AL, US Charity 2022
Dallas Cat Lady $300 Dallas, TX, US Charity 2022
Elder Justice Center Of Alabama $500 Montevallo, AL, US Charity 2022
Founders Place $1,000 Birmingham, AL, US Charity 2022
Genesis Womens Shelter $350 Dallas, TX, US Charity 2022
Goucher College $1,000 Baltimore, MD, US Charity 2022
Meals On Wheels $500 Birmingham, AL, US Charity 2022
Northern Colorado Wildlife Center $1,500 Fort Collins, CO, US Charity 2022
Rhodes College $250 Memphis, TN, US Charity 2022
Samford Adad Of The Arts $250 Birmingham, AL, US Charity 2022
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2022
Alzheimer's Of Central Alabama $7,500 Birmingham, AL, US Charity 2022
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2022
Catechesis Of The Good Shepherd $1,000 Scottsdale, AZ, US Charity 2022
Childhaven $1,000 Seattle, WA, US Charity 2022
Children's Aid Society $500 Birmingham, AL, US Charity 2022
Denver Zoological Foundation $1,500 Denver, CO, US Charity 2022
Elder Foundation $500 Birmingham, AL, US Charity 2022
Frontier Fellowship $500 Richfield, MN, US Charity 2022
Genesis Project $3,500 Fort Collins, CO, US Charity 2022
Hearts And Horses $5,000 Birmingham, AL, US Charity 2022
Mccoy Center $500 Birmingham, AL, US Charity 2022
Serve 68 $1,500 Fort Collins, CO, US Charity 2022
Simmons Middle School $750 Hoover, AL, US Charity 2022
South Highland Presbyterian Church $11,000 Birmingham, AL, US Charity 2022
St Lukes Episcopal Church $2,000 Birmingham, AL, US Charity 2022
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2022
Trinity Commons $500 Birmingham, AL, US Charity 2022
Uchealth Northern Colorado Foundation $1,500 Fort Collins, CO, US Charity 2022
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2022
Wbhm $500 Birmingham, AL, US Charitycharity 2022
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2022
Crisis Ctr $350 Birmingham, AL, US Charity 2022
Cumberland School Of Law $250 Birmingham, AL, US Charity 2022
Dallas Cat Lady $300 Dallas, TX, US Charity 2022
Elder Justice Center Of Alabama $500 Montevallo, AL, US Charity 2022
Founders Place $1,000 Birmingham, AL, US Charity 2022
Genesis Womens Shelter $350 Dallas, TX, US Charity 2022
Goucher College $1,000 Baltimore, MD, US Charity 2022
Meals On Wheels $500 Birmingham, AL, US Charity 2022
Northern Colorado Wildlife Center $1,500 Fort Collins, CO, US Charity 2022
Rhodes College $250 Memphis, TN, US Charity 2022
Samford Adad Of The Arts $250 Birmingham, AL, US Charity 2022
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2022
Alzheimer's Of Central Alabama $7,500 Birmingham, AL, US Charity 2022
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2022
Catechesis Of The Good Shepherd $1,000 Scottsdale, AZ, US Charity 2022
Childhaven $1,000 Seattle, WA, US Charity 2022
Children's Aid Society $500 Birmingham, AL, US Charity 2022
Denver Zoological Foundation $1,500 Denver, CO, US Charity 2022
Elder Foundation $500 Birmingham, AL, US Charity 2022
Frontier Fellowship $500 Richfield, MN, US Charity 2022
Genesis Project $3,500 Fort Collins, CO, US Charity 2022
Hearts And Horses $5,000 Birmingham, AL, US Charity 2022
Mccoy Center $500 Birmingham, AL, US Charity 2022
Serve 68 $1,500 Fort Collins, CO, US Charity 2022
Simmons Middle School $750 Hoover, AL, US Charity 2022
South Highland Presbyterian Church $11,000 Birmingham, AL, US Charity 2022
St Lukes Episcopal Church $2,000 Birmingham, AL, US Charity 2022
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2022
Trinity Commons $500 Birmingham, AL, US Charity 2022
Uchealth Northern Colorado Foundation $1,500 Fort Collins, CO, US Charity 2022
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2022
Wbhm $500 Birmingham, AL, US Charitycharity 2022
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2022
Crisis Ctr $350 Birmingham, AL, US Charity 2022
Cumberland School Of Law $250 Birmingham, AL, US Charity 2022
Dallas Cat Lady $300 Dallas, TX, US Charity 2022
Elder Justice Center Of Alabama $500 Montevallo, AL, US Charity 2022
Founders Place $1,000 Birmingham, AL, US Charity 2022
Genesis Womens Shelter $350 Dallas, TX, US Charity 2022
Goucher College $1,000 Baltimore, MD, US Charity 2022
Meals On Wheels $500 Birmingham, AL, US Charity 2022
Northern Colorado Wildlife Center $1,500 Fort Collins, CO, US Charity 2022
Rhodes College $250 Memphis, TN, US Charity 2022
Samford Adad Of The Arts $250 Birmingham, AL, US Charity 2022
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2021
Alzheimer's Of Central Alabama $4,000 Birmingham, AL, US Charity 2021
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2021
Catechesis Of The Good Shepherd $1,000 Scottsdale, AZ, US Charity 2021
Childhaven $1,000 Seattle, WA, US Charity 2021
Children's Aid Society $200 Birmingham, AL, US Charity 2021
Denver Zoological Foundation $1,500 Denver, CO, US Charity 2021
Genesis Project $1,000 Fort Collins, CO, US Charity 2021
Hearts And Horses $5,000 Birmingham, AL, US Charity 2021
Mccoy Center $500 Birmingham, AL, US Charity 2021
Serve 68 $500 Fort Collins, CO, US Charity 2021
South Highland Presbyterian Church $7,500 Birmingham, AL, US Charity 2021
St Lukes Episcopal Church $1,000 Birmingham, AL, US Charity 2021
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2021
Trinity Commons $500 Birmingham, AL, US Charity 2021
Uchealth Northern Colorado Foundation $500 Fort Collins, CO, US Charity 2021
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2021
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2021
Elder Foundation $500 Birmingham, AL, US Charity 2021
Simmons Middle School $1,000 Hoover, AL, US Charity 2021
Frontier Fellowship $550 Richfield, MN, US Charity 2021
Uab School Of Public Health $1,000 Birmingham, AL, US Charity 2021
Wbhm $250 Birmingham, AL, US Charitycharity 2021
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2020
Alzheimer's Of Central Alabama $6,100 Birmingham, AL, US Charity 2020
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2020
Catechesis Of The Good Shepherd $500 Scottsdale, AZ, US Charity 2020
Childhaven $1,000 Seattle, WA, US Charity 2020
Children's Aid Society $250 Birmingham, AL, US Charity 2020
Columbia Seminary $500 Decatur, GA, US Charity 2020
Denver Zoological Foundation $1,500 Denver, CO, US Charity 2020
Genesis Project $1,500 Fort Collins, CO, US Charity 2020
Gwin Elementary $250 Hoover, AL, US Charity 2020
Hearts And Horses $3,500 Birmingham, AL, US Charity 2020
Mccoy Center $500 Birmingham, AL, US Charity 2020
Serve 68 $1,000 Fort Collins, CO, US Charity 2020
South Highland Presbyterian Church $7,500 Birmingham, AL, US Charity 2020
St Lukes Episcopal Church $1,000 Birmingham, AL, US Charity 2020
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2020
Trinity Commons $500 Birmingham, AL, US Charity 2020
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2020
Uchealth Northern Colorado Foundation $1,000 Fort Collins, CO, US Charity 2020
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2020
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2018
Alzheimer's Of Central Alabama $5,850 Birmingham, AL, US Charity 2018
Birmingham Aids Outreach $800 Birmingham, AL, US Charity 2018
Childhaven $1,000 Seattle, WA, US Charity 2018
Colorado State University Foundation - Kids Do It All $1,500 Fort Collins, CO, US Charity 2018
Denver Zoo $1,500 Denver, CO, US Charity 2018
Food Bank For Larimer County $500 Fort Collins, CO, US Charity 2018
Fossil Ridge High School $3,000 Fort Collins, CO, US Charity 2018
Genesis Project $2,000 Fort Collins, CO, US Charity 2018
Gwin Elementary $300 Hoover, AL, US Charity 2018
Planned Parenthood $750 Birmingham, AL, US Charity 2018
Serve 68 $1,000 Fort Collins, CO, US Charity 2018
South Highland Presbyterian Church $9,750 Birmingham, AL, US Charity 2018
St Lukes Episcopal Church $2,500 Birmingham, AL, US Charity 2018
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2018
Trinity Commons $500 Birmingham, AL, US Charity 2018
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2018
Wbhm $500 Birmingham, AL, US Charity 2018
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2018
Rhodes College $100 Memphis, TN, US Charity 2018
Catechesis Of The Good Shepherd $300 Scottsdale, AZ, US Charity 2018
Children's Aid Society $250 Birmingham, AL, US Charity 2018
Drumming Up Hope $500 Colorado Springs, CO, US Charity 2018
Elder Foundation $550 Birmingham, AL, US Charity 2018
Gbm (glioblastoma Foundation) $500 Durham, NC, US Charity 2018
Lgbtq $100 Birmingham, AL, US Charity 2018
Studio By The Tracks $250 Irondale, AL, US Charity 2018
Timberline Church $1,500 Fort Collins, CO, US Charity 2018
Twilight Wish $500 Doylestown, PA, US Charity 2018
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2017
Alzheimer's Of Central Alabama $5,300 Birmingham, AL, US Charity 2017
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2017
Birmingham Humane Society $100 Birmingham, AL, US Charity 2017
Cahaba Valley Health Care $200 Birmingham, AL, US Charity 2017
Childhaven $1,000 Seattle, WA, US Charity 2017
Colorado State University Foundation - Kids Do It All $1,500 Fort Collins, CO, US Charity 2017
Cumberland School Of Law $100 Birmingham, AL, US Charity 2017
Denver Zoo $1,500 Denver, CO, US Charity 2017
Development In Gardening $250 San Diego, CA, US Charity 2017
Fossil Ridge High School $3,000 Fort Collins, CO, US Charity 2017
Genesis Project $1,000 Fort Collins, CO, US Charity 2017
Gwin Elementary $250 Hoover, AL, US Charity 2017
Meals On Wheels $500 Birmingham, AL, US Charity 2017
Fc Royal Family Kids Camp $1,000 Santa Ana, CA, US Charitycharity 2017
Food Bank For Larimer County $500 Fort Collins, CO, US Charity 2017
Perenity $250 Birmingham, AL, US Charity 2017
South Highland Presbyterian Church $11,200 Birmingham, AL, US Charity 2017
St Lukes Episcopal Church $1,500 Birmingham, AL, US Charity 2017
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2017
Trinity Commons $500 Birmingham, AL, US Charity 2017
Hospice And Home Health Fund Of Alabama $300 Birmingham, AL, US Charity 2017
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2017
Planned Parenthood $300 Birmingham, AL, US Charity 2017
Serve 68 $2,750 Fort Collins, CO, US Charity 2017
Wbhm $250 Birmingham, AL, US Charity 2017
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charitycharity 2017
Alabama Symphony Orchestra $5,000 Birmingham, AL, US Charity 2016
Alzheimer's Of Central Alabama $8,500 Birmingham, AL, US Charity 2016
Birmingham Aids Outreach $500 Birmingham, AL, US Charity 2016
Cahaba Valley Health Care $500 Birmingham, AL, US Charity 2016
Childhaven $1,000 Seattle, WA, US Charity 2016
Colorado State University Foundation - Kids Do It All $1,500 Fort Collins, CO, US Charity 2016
Cumberland School Of Law $100 Birmingham, AL, US Charity 2016
Denver Zoo $1,500 Denver, CO, US Charity 2016
Development In Gardening $250 San Diego, CA, US Charity 2016
Genesis Project $1,250 Fort Collins, CO, US Charity 2016
Meals On Wheels $500 Birmingham, AL, US Charity 2016
Penguin Project $1,000 East Peoria, IL, US Charity 2016
Rhodes College $100 Memphis, TN, US Charity 2016
South Highland Presbyterian Church $11,300 Birmingham, AL, US Charity 2016
St Lukes Episcopal Church $1,500 Birmingham, AL, US Charity 2016
St Martins In The Pines Church $500 Birmingham, AL, US Charity 2016
Trinity Commons $1,000 Birmingham, AL, US Charity 2016
University Of Alabama School Of Social Work $1,000 Tuscaloosa, AL, US Charity 2016
Wild Animal Sanctuary $1,500 Keenesburg, CO, US Charity 2016
Fossil Ridge High School $1,500 Fort Collins, CO, US Charity 2016
Gwin Elementary $250 Hoover, AL, US Charity 2016
Montevallo University $500 Montevallo, AL, US Charitycharity 2016
Twilight Wish Foundation $1,000 Doylestown, PA, US Charity 2016

Foundations Similar to The Claude Bennett Family Foundation

Discover 5 foundations with comparable assets ($1,304,096-$1,440,296), similar grant patterns, and geographic focus in AL 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: 63-0919414 | 244 grants awarded
$1,373,915
(≈ Similar)
$2,000
median grant
Fairhope, AL
Same state
100%
Excellent match

EIN: 26-3908886 | 210 grants awarded
$1,350,801
(≈ Similar)
$1,055.5
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 87-4108956 | 53 grants awarded
$1,435,186
(≈ Similar)
$1,000
median grant
Tuscaloosa, AL
Same state
98%
Excellent match

EIN: 58-2110562 | 63 grants awarded
$1,440,296
(≈ Similar)
$2,000
median grant
Sheffield, AL
Same state
98%
Excellent match

EIN: 26-6428722 | 215 grants awarded
$1,304,096
(≈ Similar)
$1,500
median grant
Mobile, AL
Same state
97%
Excellent match

Contact Information

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

EIN 58-2052917
Website N/A
Address PO BOX 130804 Birmingham, AL 35213-0804

Key People (4)

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

Trustee Elizabeth H Hutchins
Trustee Clark Bennett
Trustee J Miller Piggott
Trustee Katherine Bennett O' Leary

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 The Claude Bennett Family 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

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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.