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Also known as: C/O WILMINGTON TRUST CO 009126-000
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Excelsior Foundation Trust is a private trust based in WILMINGTON, DE. The foundation received its IRS ruling in 1998. The principal officer is Wilmington Trust Company. It holds total assets of $167K. Annual income is reported at $36K. Total assets have decreased from $302K in 2011 to $184K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in District of Columbia, Massachusetts and Virginia. According to available records, Excelsior Foundation Trust has made 26 grants totaling $93K, with a median grant of $4K. The foundation has distributed between $20K and $50K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $50K distributed across 14 grants. Individual grants have ranged from $3K to $4K, with an average award of $4K. The foundation has supported 8 unique organizations. The foundation primarily supports organizations in District of Columbia, Virginia, Massachusetts, which account for 92% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$4K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Excelsior Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 26 grants. Its grantmaking reaches organizations primarily in DC, VA, MA.
Excelsior Foundation Trust has distributed a total of $93K across 26 grants. The median grant size is $4K, with an average of $4K. Individual grants have ranged from $3K to $4K.
Excelsior Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Excelsior Foundation Trust is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Nancy Milliken | ADVISOR | $0 | $0 | N/A |
| Justine V R Russell | ADVISOR | $0 | $0 | N/A |
Total Giving
$24K
Total Assets
$184K
Fair Market Value
$484K
Net Worth
$184K
Grants Paid
$23K
Contributions
N/A
Net Investment Income
$19K
Distribution Amount
$22K
Total: $182K
Total Grants
26
Total Giving
$93K
Average Grant
$4K
Median Grant
$4K
Unique Recipients
8
Most Common Grant
$4K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Citizens Against Government WasteCHARITABLE PURPOSES | Washington, DC | $4K | 2023 |
| Atlas Economic Research FoundationCHARITABLE PURPOSES | Washington, DC | $4K | 2023 |
| Washington Legal FoundationCHARITABLE PURPOSES | Washington, DC | $4K | 2023 |
| National Right To Work Legal Def & Edu FCHARITABLE PURPOSES | Springfield, VA | $4K | 2023 |
| American Legislative Exchange CouncilCHARITABLE PURPOSES | Arlington, VA | $4K | 2023 |
| Pioneer Institute IncCHARITABLE PURPOSE | Boston, MA | $3K | 2023 |
| Roxbury Latin School IncCHARITABLE PURPOSES | West Roxbury, ME | $4K | 2022 |
| National Right To Work Legal Defense FdnTAX EXEMPT CHARITABLE PURPOSE | Springfield, VA | $4K | 2020 |