BURLINGTON, VT
Rowland Foundation Inc.
Quick Facts
- EIN
- 262698626
- Location
- BURLINGTON, VT
- Category
- Education
- Total Assets
- $35.4M
- Annual Income
- $2.2M
- IRS Ruling Year
- 2008
- Organization Type
- Corporation
- Principal Officer
- % Benjamin A Rowland Jr
- Tax Deductibility
- Contributions are deductible
About This Foundation
Rowland Foundation Inc. is a private corporation based in BURLINGTON, VT. The foundation received its IRS ruling in 2008. The principal officer is % Benjamin A Rowland Jr. It holds total assets of $35.4M. Annual income is reported at $2.2M. The foundation operates in the area of education. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2M
2023+96%
Total Assets
$34.2M
2023+8%
Fair Market Value
$34.2M
2023
Net Worth
$34.2M
2023
Grants Paid
$1.5M
2023
Contributions
$0
2023
Net Investment Income
$694K
2023
Distribution Amount
$1.6M
2023
Total Giving by Year
$739K
11$723K
12$780K
13$831K
14$820K
15$700K
19$838K
20$1.3M
21$1M
22$2M
23Asset Growth
$10.9M
11$12.2M
12$14.4M
13$14.2M
14$13.9M
15$25.5M
19$32M
20$28.7M
21$31.8M
22$34.2M
23Investment Portfolio (2023)
Total: $33.9M
Corporate Stock: $32.5M
Corporate Bonds: $291K
Government Obligations: $1.1M
Other Investments: $347K
Cash: $-68,418
Corporate Stock (95%)
Corporate Bonds (1%)
Government Obligations (3%)
Other Investments (1%)
Cash (-0%)
Expense Breakdown (2023)
Grants Paid$1.5M
Officer Compensation$156K
Occupancy$20K
Accounting Fees$11K
Pension & Benefits$7K
Travel & Conferences$5K
Legal Fees$613
Revenue Sources (2023)
- Dividends
- $724K
- Other Income
- $43K
- Capital Gains (Net)
- $2K
Financial Details (2023)
- Total Revenue
- $769K
- Total Expenses
- $2M
- Exempt Purpose Expenses
- $1.9M
- Required Distribution
- $1.6M
- Undistributed Income
- $1.1M
- Total Liabilities
- $2K
- Excise Tax
- $10K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$2.8M
Average Grant
$56K
Median Grant
$50K
Total Giving by Year
$750K (10 grants)
22$577K (15 grants)
23$1.5M (25 grants)
24Grant Range
Min$958
Max$800K
Median: $50K
Smallest grantLargest grant
Openness to New Grantees (2024)
60%
of 2024 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
VT: $2.8M (50)
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
VT$2.8M (50)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vt Community FoundtionDONOR ADVISED FUND | Middlebury, VT | $800K | 2024 |
| Green Mountain Union High SchoolROWLAND FELLOWSHIP | Chester, VT | $50K | 2024 |
| Essex High SchoolROWLAND FELLOWSHIP | Essex Junction, VT | $50K | 2024 |
| Middlebury Union High SchoolROWLAND FELLOWSHIP | Middlebury, VT | $50K | 2024 |
| Proctor High SchoolROWLAND FELLOWSHIP | Proctor, VT | $50K | 2024 |
| Barnet SchoolROWLAND FELLOWSHIP | Barnet, VT | $50K | 2024 |
| Twinfield SchoolROWLAND FELLOWSHIP | Plainfield, VT | $50K | 2024 |
| Edmunds Middle SchoolROWLAND FELLOWSHIP | Burlington, VT | $50K | 2024 |
| North Country Union High SchoolROWLAND FELLOWHSIP | Newport, VT | $50K | 2024 |
| Northfield Union High SchoolROWLAND FELLOWSHIP | Northfield, VT | $50K | 2024 |
| Champlain Valley Union High SchoolROWLAND FELLOWSHIP | Hinesburg, VT | $50K | 2024 |
| Hartford High SchoolROWLAND FELLOWSHIP | White River Junction, VT | $50K | 2024 |
| Bonnie Johnson-AtenDIVERSITY IN EDUCATION WORKFORCE MENTOR | Montpelier, VT | $33K | 2024 |
| Jonas KambireDIVERSITY IN EDUCATION GRANT | Colchester, VT | $20K | 2024 |
| Teresa SakaiDIVERSITY IN EDUCATION GRANT | Burlington, VT | $18K | 2024 |
| Linjuan MerkelDIVERSITY IN EDUCATION GRANT | Colchester, VT | $17K | 2024 |
| Kenneth Phillips IiDIVERSITY IN EDUCATION GRANT | Essex Jct, VT | $8K | 2024 |
| Infinite CulcleasureDIVERSITY IN EDUCATION GRANT | Burlington, VT | $7K | 2024 |
| Vt Principals AssociationROWLAND LEADERSHIP GRANT | Montpelier, VT | $5K | 2024 |
| Sarah KnaussROWLAND ENCORE GRANT | Middlesex, VT | $3K | 2024 |
| Sarah IbsonROWLAND ENCORE GRANT | Waitsfield, VT | $3K | 2024 |
| Anne BergeronROWLAND ENCORE GRANT | Corinth, VT | $3K | 2024 |
| Carrie FeliceENCORE GRANT | East Calais, VT | $3K | 2024 |
| Esther CharlestinDIVERSITY IN EDUCATION GRANT | Middlebury, VT | $3K | 2024 |
| Safia HajiDIVERSITY IN EDUCATION GRANT | Burlington, VT | $958 | 2024 |
| Twinfield SchoolROWLAND FELLOWSHIP | Plainfield, VT | $50K | 2023 |
| North Country Union High SchoolROWLAND FELLOWHSIP | Newport, VT | $50K | 2023 |
| Northfield Union High SchoolROWLAND FELLOWSHIP | Northfield, VT | $50K | 2023 |
| Stowe High SchoolROWLAND FELLOWSHIP | Stowe, VT | $50K | 2023 |
| Middlebury Union High SchoolROWLAND FELLOWSHIP | Middlebury, VT | $50K | 2023 |
| Vergennes Union High SchoolROWLAND FELLOWSHIP | Vergennes, VT | $50K | 2023 |
| Green Mountain Union High SchoolROWLAND FELLOWSHIP | Chester, VT | $50K | 2023 |
| Essex High SchoolROWLAND FELLOWSHIP | Essex Junction, VT | $50K | 2023 |
| Montpelier High SchoolROWLAND FELLOWSHIP | Montpelier, VT | $50K | 2023 |
| Edmunds Middle SchoolROWLAND FELLOWSHIP | Burlington, VT | $50K | 2023 |
| Otter Valley Union High SchoolROWLAND FELLOWSHIP | Brandon, VT | $50K | 2023 |
| Dr Andrew JonesENCORE GRANT | Lincoln, VT | $13K | 2023 |
| Bonnie Johnson-AtenDIVERSITY IN EDUCATION WORKFORCE MENTOR | Montpelier, VT | $8K | 2023 |
| Esther CharlestinDIVERSITY IN EDUCATION GRANT | Middlebury, VT | $6K | 2023 |
| Safia HajiDIVERSITY IN EDUCATION GRANT | Burlington, VT | $1K | 2023 |
| Springfield High SchoolROWLAND FELLOWSHIP | Springfield, VT | $100K | 2022 |
| Winooski Middlehigh SchoolROWLAND FELLOWSHIP | Winooski, VT | $100K | 2022 |
| Woodstock Union Middle High SchoolROWLAND FELLOWSHIP | Woodstock, VT | $100K | 2022 |
| Hazen Union SchoolROWLAND FELLOWSHIP | Hardwick, VT | $100K | 2022 |
| Twin Valley Middlehigh SchoolROWLAND FELLOWSHIP | Whitingham, VT | $100K | 2022 |
| North Country Union High SchoolROWLAND FELLOWHSIP | Newport, VT | $50K | 2022 |
| Vergennes Union High SchoolROWLAND FELLOWSHIP | Vergennes, VT | $50K | 2022 |
| Stowe High SchoolROWLAND FELLOWSHIP | Stowe, VT | $50K | 2022 |
| Montpelier High SchoolROWLAND FELLOWSHIP | Montpelier, VT | $50K | 2022 |
| Otter Valley Union High SchoolROWLAND FELLOWSHIP | Brandon, VT | $50K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2024-06 | 990PF | View Filing |
| 2023-06 | 990PF | View Filing |
| 2022-06 | 990PF | View Filing |
| 2021-06 | 990PF | View Filing |
| 2020-06 | 990PF | View Filing |
| 2019-06 | 990PF | View Filing |
| 2018-06 | 990PF | View Filing |
| 2017-06 | 990PF | View Filing |
| 2016-06 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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