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Usaa Educational Foundation is a private corporation based in SAN ANTONIO, TX. The foundation received its IRS ruling in 1999. The principal officer is Duke Nave Cpa Cgma. It holds total assets of $115M. Annual income is reported at $14.8M. Total assets have grown from $66.9M in 2011 to $110.1M in 2023. The foundation is governed by 13 officers and trustees. To lead and inspire actions that improve financial readiness for the military and local community. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Usaa Educational Foundation has made 3 grants totaling $274K, with a median grant of $80K. Annual giving has grown from $105K in 2021 to $169K in 2023. Individual grants have ranged from $25K to $169K, with an average award of $91K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Texas and Georgia and District of Columbia. Contributions to this foundation are tax-deductible.
To lead and inspire actions that improve financial readiness for the military and local community.
Expenses: $4.9M
To lead and inspire actions that improve financial readiness for the military and local community. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in TX, GA, DC.
Usaa Educational Foundation has distributed a total of $274K across 3 grants. The median grant size is $80K, with an average of $91K. Individual grants have ranged from $25K to $169K.
Usaa Educational Foundation typically selects its grantees rather than accepting unsolicited proposals.
Usaa Educational Foundation is headquartered in SAN ANTONIO, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David Evetts | ASSISTANT VICE PRESIDENT | $386K | $18K | $404K |
| Melinda Blundell | SECRETARY END: 03/2023 | $0 | $0 | N/A |
| Suzanne Friday | SECRETARY START: 03/2023 | $0 | $0 | N/A |
| Celie Niehaus | DIRECTOR | $0 | $0 | N/A |
| Ameesh Vakharia | chair | $0 | $0 | N/A |
| Brad Weber | Treasurer | $0 | $0 | N/A |
| David Cummings | DIRECTOR | $0 | $0 | N/A |
| Dana A Simmons | DIRECTOR | $0 | $0 | N/A |
| Mary Stork | DIRECTOR | $0 | $0 | N/A |
| Lindsey O'Neill | DIRECTOR/PRESIDENT | $0 | $0 | N/A |
| Doug Monska | TAX OFFICER | $0 | $0 | N/A |
| Julie Puchot | Assistant Tax Officer | $0 | $0 | N/A |
| Rebecca Martinez | Assistant Tax Officer | $0 | $0 | N/A |
Total Giving
$5.4M
Total Assets
$110.1M
Fair Market Value
$110.1M
Net Worth
$109.4M
Grants Paid
$169K
Contributions
N/A
Net Investment Income
$5.6M
Distribution Amount
N/A
Total: N/A
Total Grants
3
Total Giving
$274K
Average Grant
$91K
Median Grant
$80K
Unique Recipients
3
Most Common Grant
$169K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Texas A&M FoundationGeneral Charitable Purpose | College Station, TX | $169K | 2023 |
| College Options FoundationCHARITABLE - FINANCIAL EDUCATION | Peachtree City, GA | $80K | 2021 |
| Veterans Education Success IncCHARITABLE - FINANCIAL EDUCATION | Washington, DC | $25K | 2021 |