Ao North America Charitable Foundation
EIN 232701788
Possibly inactive.
Last 990-PF filing on record is from 2020
(6 years ago). Verify before investing time in an application.
Total Given 2016–2018
$15.3M
316 grants · $5.1M avg/year
based on 3 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$38K
typical mid grants · $32K–$75K
grant size
34%
supporter · 42/124 multi-year
repeat
$18.6M
Assets (2019)
124
Distinct Recipients
About
AO NORTH AMERICA CHARITABLE FOUNDATION REACHED THE DECISION DURING THE YEAR TO CEASE OPERATIONS AND DISSOLVE THE ORGANIZATION. AO NORTH AMERICA CHARITABLE FOUNDATION TRANSFERRED THE REMAINING NET ASSETS TO A NEW RELATED ORGANIZATION, AO NORTH AMERICA CHARITABLE FUND UPON DISSOLUTION.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(610) 695-2459
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $3.2M | $21.1M | $6.3M | 50 |
| 2017 | $6.2M | $19.4M | $5.6M | 115 |
| 2018 | $5.9M | $18.7M | $6.0M | 151 |
| 2019 | N/A | $18.6M | $6.0M | N/A |
| 2020 | N/A | $0 | $0 | N/A |
Grant Size Distribution
Based on 316 grants on record
Minimum
$5K
25th Pctl
$32K
Median
$38K
Average
$49K
75th Pctl
$75K
Maximum
$150K
Geographic Distribution
Texas Counties Served
0.7% of US grants
· Rank #23 of 25 states
$42K across
2 grants
1 of 254 counties
Top 1 counties
- 1 Harris
Officers & Directors
AK
Amy Kapatkin
2 yrs
President
Leadership
JM
Jim Stannard Md
4 yrs
Chairman
Leadership
SS
Stephen Schwartz
5+ yrs
Executive Director
Leadership
JF
John France
2 yrs
Director
DM
Denis Marcellin-Little
Director
AD
Al Ruggles Dvm Dacvs
4 yrs
Director
DM
David Helfet Md
4 yrs
Director
GM
George Kushner Md
3 yrs
Director
MM
Milton Routt Md
3 yrs
Member
ML
Michael J Lewis
5+ yrs
Controller
AK
Amy Kapatkin
2 yrs
President Elect
Leadership
DM
David Helfet Md
4 yrs
Chairman
Leadership
JM
Jim Stannard Md
4 yrs
President
Leadership
SS
Stephen Schwartz
5+ yrs
Executive Director
Leadership
ML
Michael J Lewis
5+ yrs
Treasurer
Leadership
GM
George Kushner Md
3 yrs
Secretary,Director
Leadership
JF
John France
2 yrs
Director
AD
Al Ruggles Dvm Dacvs
4 yrs
Director
JM
Jens Chapman Md
3 yrs
Director
MM
Milton Routt Md
3 yrs
Member
DM
David Helfet Md
4 yrs
Chairman
Leadership
JM
Jim Stannard Md
4 yrs
President
Leadership
SS
Stephen Schwartz
5+ yrs
Executive Director
Leadership
ML
Michael J Lewis
5+ yrs
Treasurer
Leadership
GM
George Kushner Md
3 yrs
Secretary,Director
Leadership
MM
Michael Baumgaertner Md
2 yrs
Director
JM
Jens Chapman Md
3 yrs
Director
AD
Al Ruggles Dvm Dacvs
4 yrs
Director
MM
Milton Routt Md
3 yrs
Member
JS
Jim Stannard
President
Leadership
SS
Stephen Schwartz
5+ yrs
Executive Director
Leadership
ML
Michael J Lewis
5+ yrs
Treasurer
Leadership
G1
George Kushner Started 1117
Secretary,Director
Leadership
MB
Michael Baumgaertner
Director
PT
Peter Trafton
2 yrs
Director
MR
Milton Routt
Director
JF
John Frodel
Sec'Y, Director
JC
Jens Chapman
Director
AR
Al Ruggles
Director
DH
David Helfet
Director
DD
Dean Richardson Dvm Dacvs
2 yrs
Member
CM
Chip Routt Md
Member
MM
Michael Baumgaertner MD
2 yrs
Chairman
Leadership
RM
Robert McGuire MD
President
Leadership
JM
Jim Stannard MD
4 yrs
President
Leadership
SS
Stephen Schwartz
5+ yrs
Executive director
Leadership
ML
Michael J Lewis
5+ yrs
treasurer
Leadership
JM
john frodel MD
secretary
Leadership
DD
Dean Richardson DVM DACVS
2 yrs
member
JG
James Gerry
member
PT
peter trafton
2 yrs
member
JM
Jens Chapman MD
3 yrs
Member
AD
Al Ruggles DVM DACVS
4 yrs
Member
DM
David Helfet MD
4 yrs
Member
Grants Awarded (316 total)
| Purpose | ||||
|---|---|---|---|---|
| Hospital for Special Surgery | New York, NY | $150,000 | Fellowship | 2016 |
| Allegheny General Hospital | Pittsburgh, PA | $142,500 | FELLOWSHIP | 2017 |
| Regents of the University of California | Sacramento, CA | $135,000 | FELLOWSHIP | 2017 |
| Tampa General Hospital Foundation | Tampa, FL | $135,000 | FELLOWSHIP | 2017 |
| Hospital for Special Surgery | New York, NY | $120,000 | FELLOWSHIP | 2018 |
| Mayo Dept of Orthopedic | Rochester, MN | $120,000 | FELLOWSHIP | 2018 |
| Massachusetts General Hospital | Boston, MA | $115,651 | FELLOWSHIP | 2017 |
| Wake Forest University Health Sciences | Winston Salem, NC | $114,867 | FELLOWSHIP | 2018 |
| University of Washington | Seattle, WA | $112,500 | Fellowship | 2016 |
| Washington University | St Louis, MO | $112,500 | Fellowship | 2016 |
| Ortho Trauma Outcome Research Account | $112,500 | FELLOWSHIP | 2017 | |
| Uc Regents - Sf | San Francisco, CA | $112,500 | FELLOWSHIP | 2018 |
| McGill | Montreal, None | $112,500 | FELLOWSHIP | 2018 |
| Saint Louis University | Newark, NJ | $111,822 | FELLOWSHIP | 2017 |
| Sfgh Foundation | San Francisco, CA | $105,000 | FELLOWSHIP | 2017 |
| University of Southern California | Los Angeles, CA | $105,000 | FELLOWSHIP | 2017 |
| University of Washington | Seatle, WA | $105,000 | FELLOWSHIP | 2017 |
| Washington University | St Louis, MO | $105,000 | FELLOWSHIP | 2017 |
| University of Texas Health | Memphis, TN | $97,500 | FELLOWSHIP | 2017 |
| UC Regents - San Diego | Sacramento, CA | $90,000 | Fellowship | 2016 |
| Curators of the University of Missouri | Colombia, MO | $88,530 | FELLOWSHIP | 2018 |
| Yale University School of Medicine | New Haven, CT | $85,125 | FELLOWSHIP | 2018 |
| Uc Regents | Sacramento, CA | $85,000 | FELLOWSHIP | 2018 |
| Allegheny Health Network Medical Education Consortium | Pittsburgh, PA | $84,800 | FELLOWSHIP | 2018 |
| Denver Health Foundations | Denver, CO | $82,500 | Fellowship | 2016 |