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Surplus Line Association Of Arizona Foundation Trust is a private association based in WILMINGTON, DE. The foundation received its IRS ruling in 2003. The principal officer is Foundation Source. It holds total assets of $9.9M. Annual income is reported at $3.6M. Total assets have grown from $5.3M in 2011 to $9.2M in 2023. The foundation is governed by 9 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 2015 to 2023. Grantmaking is concentrated in Arizona. According to available records, Surplus Line Association Of Arizona Foundation Trust has made 190 grants totaling $6.9M, with a median grant of $10K. Annual giving has grown from $1.2M in 2020 to $1.6M in 2023. Grantmaking activity was highest in 2022 with $3M distributed across 82 grants. Individual grants have ranged from $3K to $375K, with an average award of $36K. The foundation has supported 46 unique organizations. The foundation primarily supports organizations in Arizona, Missouri, North Carolina, which account for 88% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Surplus Line Association Of Arizona Foundation Trust reported 190 individual grants totaling $6.9 million between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $10,000. Half of those grants fell between $5,000 and $37,500. Its largest single grant in the record was $375,000. Its most recent available filing, for fiscal year 2023, reports $1.6 million in total giving.
Grantmaking is concentrated in AZ, which received 156 of the 190 grants on record (82 percent). In total the foundation's grantees span 10 states. Of its 46 distinct grantees, 87 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were The Wsia Education Foundation ($1.8 million), Insurance Training And Education Center Inc ($480,000) and Waste Not Inc ($450,000).
Computed from 190 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 10 states. Source: IRS 990-PF.
Smallest Grant
$3K
Median Grant
$10K
Average Grant
$34K
Largest Grant
$350K
Based on 34 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.
Surplus Line Association Of Arizona Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 190 grants. Its grantmaking reaches organizations primarily in AZ, MO, NC.
Surplus Line Association Of Arizona Foundation Trust has distributed a total of $6.9M across 190 grants. The median grant size is $10K, with an average of $36K. Individual grants have ranged from $3K to $375K.
Surplus Line Association Of Arizona Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Surplus Line Association Of Arizona Foundation Trust is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 10 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Terri Edwards | Trustee | $0 | $0 | N/A |
| Marc Adler | Trustee, Sec, Treas | $0 | $0 | N/A |
| Ed Dresselhuys | Trustee, VP | $0 | $0 | N/A |
| Lanny Hair | Trustee | $0 | $0 | N/A |
| Erick L Johnson Cpcu | Trustee | $0 | $0 | N/A |
| Konnie Keaschall-Kiser | Trustee, Pres | $0 | $0 | N/A |
| James Mann | Trustee | $0 | $0 | N/A |
| Teresa Quale | Trustee | $0 | $0 | N/A |
| J Scott Wede | Trustee, Exec Dir | $0 | $0 | N/A |
Total Giving
$1.6M
Total Assets
$9.2M
Fair Market Value
$8.9M
Net Worth
$9.2M
Grants Paid
$1.6M
Contributions
$2.5M
Net Investment Income
$172K
Distribution Amount
$402K
Total: $308K
Total Grants
190
Total Giving
$6.9M
Average Grant
$36K
Median Grant
$10K
Unique Recipients
46
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Wsia Education FoundationGeneral & Unrestricted | Kansas City, MO | $350K | 2023 |
| Insurance Training And Education Center IncGeneral & Unrestricted | Phoenix, AZ | $100K | 2023 |
| Kitchen On The Street IncGeneral & Unrestricted | Sun City, AZ | $100K | 2023 |
| Honorhealth FoundationDesert Mission | Scottsdale, AZ | $100K | 2023 |
| St Marys Food Bank AllianceGeneral & Unrestricted | Phoenix, AZ | $100K | 2023 |
| Paz De Cristo Community CenterGeneral & Unrestricted | Mesa, AZ | $100K | 2023 |
| Samaritans PurseMaui, Hawaii fire relief | Boone, NC | $100K | 2023 |
| Waste Not IncWaste Not Phoenix operation | Scottsdale, AZ | $100K | 2023 |
| Community Food Bank IncGeneral & Unrestricted | Tucson, AZ | $100K | 2023 |
| Midwest Food Bank Nfp Incfor the Mesa Arizona location | Normal, IL | $100K | 2023 |
| 100 Club Of ArizonaGeneral & Unrestricted | Phoenix, AZ | $25K | 2023 |
| Plus FoundationGeneral & Unrestricted | Minneapolis, MN | $15K | 2023 |
| Oral Educational Opportunities For The Hearing ImpGeneral & Unrestricted | Phoenix, AZ | $15K | 2023 |
| Southwest District Kiwanis FoundationGeneral & Unrestricted | Albuquerque, AZ | $15K | 2023 |
| Hacienda IncGeneral & Unrestricted | Phoenix, AZ | $15K | 2023 |
| Sojourner CenterGeneral & Unrestricted | Phoenix, AZ | $15K | 2023 |
| Arizona Humane SocietyGeneral & Unrestricted | Phoenix, AZ | $10K | 2023 |
| Make A Wish Foundation Of Arizona IncGeneral & Unrestricted | Scottsdale, AZ | $10K | 2023 |
| Maui Humane Society IncMaui fire relief | Puunene, HI | $10K | 2023 |
| The University Of Texas Md Anderson Cancer CenterGeneral & Unrestricted | Houston, TX | $10K | 2023 |
| United Service Organizations IncGeneral & Unrestricted | Washington, DC | $10K | 2023 |
| Barrow Neurological FoundationGeneral & Unrestricted | Phoenix, AZ | $10K | 2023 |
| Boy Scouts Of AmericaFriends of Scouting | Scottsdale, AZ | $10K | 2023 |
| GompersGeneral & Unrestricted | Phoenix, AZ | $10K | 2023 |
| Arizona Art AllianceGeneral & Unrestricted | Phoenix, AZ | $10K | 2023 |
| Southwest Human DevelopmentGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Autism Society Of Greater PhoenixGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Shriners Hospitals For Children - Salt Lake CityGeneral & Unrestricted | Salt Lake City, UT | $5K | 2023 |
| Ability360 IncGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| New City Barrio Nuevo PhoenixGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Juvenile Diabetes Research Foundation InternationaGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Cystic Fibrosis FoundationGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Amyotrophic Lateral Sclerosis AssociationGeneral & Unrestricted | Phoenix, AZ | $5K | 2023 |
| Aid To Women CenterGeneral & Unrestricted | Tempe, AZ | $5K | 2023 |
| Arizona Community FoundationPhoenix Angel of Hope | Phoenix, AZ | $3K | 2023 |
| Shemer Art Center And Museum Association Inc SacamGeneral & Unrestricted | Phoenix, AZ | $3K | 2023 |
WILMINGTON, DE
WILMINGTON, DE
WILMINGTON, DE