Excel Private Foundation
EIN 462148132 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$203K
6 grants · $25K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$34K
typical mid grants · $30K–$47K
grant size
100%
deep partner · 1/1 multi-year
repeat
$471K
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $38K | $612K | $-3K | 1 |
| 2017 | $50K | $558K | $2K | 1 |
| 2018 | $50K | $500K | $2K | 1 |
| 2020 | $30K | $491K | $4K | 1 |
| 2021 | $5K | $490K | $1K | 1 |
| 2022 | N/A | $484K | $8K | N/A |
| 2023 | $30K | $471K | $19K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$5K
25th Pctl
$30K
Median
$34K
Average
$34K
75th Pctl
$47K
Maximum
$50K
Geographic Distribution
Officers & Directors
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $50,000 | Excel Fund | 2018 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $50,000 | EXCEL FUND | 2017 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $38,000 | Excel Fund | 2016 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $30,000 | Excel Fund | 2020 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $30,000 | Excel Fund | 2023 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $5,000 | Excel Fund | 2021 |