Gax Insurance Education Foundation Inc
EIN 462380055Total Given 2016–2022
$458K
13 grants · $65K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$15K
typical small grants · $12K–$26K
grant size
33%
supporter · 2/6 multi-year
repeat
$17K
Assets (2022)
6
Distinct Recipients
About
A JOINT WRITTEN CONSENT OF ALL DIRECTORS OF GAX INSURANCE EDUCATION FOUNDATION, INC. HAS BEEN WRITTEN AND SIGNED BY ALL DIRECTORS OF THE ORGANIZATION AS OF THE 15TH DAY OF DECEMBER, 2023. SEE ATTACHED.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(413) 787-2400
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $59K | $635K | $18K | 3 |
| 2017 | $25K | $676K | $23K | 3 |
| 2018 | $47K | $569K | $28K | 2 |
| 2020 | $210K | $380K | $30K | 3 |
| 2022 | $118K | $17K | $-5K | 2 |
| 2023 | N/A | $0 | $634 | N/A |
Grant Size Distribution
Based on 13 grants on record
Minimum
$4K
25th Pctl
$12K
Median
$15K
Average
$35K
75th Pctl
$26K
Maximum
$188K
Geographic Distribution
Officers & Directors
JD
Joseph Dileo
3 yrs
President/Director
Leadership
GM
Greg McRoberts
3 yrs
Treasurer/Director
Leadership
MR
Michael P Ryan
6+ yrs
Director
MB
Michael Book
2 yrs
Clerk/Director
JD
Joseph Dileo
3 yrs
President/Director
Leadership
GM
Greg McRoberts
3 yrs
Treasurer/Director
Leadership
MR
Michael P Ryan
6+ yrs
Director
MB
Michael Book
2 yrs
Clerk/Director
PF
Paul Fox
2 yrs
President/Director
Leadership
JD
Joseph Dileo
3 yrs
Treasurer/Director
Leadership
GM
Greg McRoberts
3 yrs
Clerk/Director
MK
Marilyn Kelleher
4 yrs
Director
MR
Michael P Ryan
6+ yrs
Director
HF
Harris Fishman
3 yrs
President/Director
Leadership
JM
J K McAndrews
2 yrs
Treasurer/Director
Leadership
MK
Marilyn Kelleher
4 yrs
Director
PF
Paul Fox
2 yrs
Clerk/Director
MR
Michael P Ryan
6+ yrs
Director
TS
Timothy Sinks
2 yrs
President/Director
Leadership
HF
Harris Fishman
3 yrs
Treasurer/Director
Leadership
MK
Marilyn Kelleher
4 yrs
Director
MR
Michael P Ryan
6+ yrs
Director
JM
J K McAndrews
2 yrs
Clerk/Director
RB
Robert Burke
President/Director
Leadership
HF
Harris Fishman
3 yrs
Treasurer/Director
Leadership
MK
Marilyn Kelleher
4 yrs
Director
MR
Michael P Ryan
6+ yrs
Director
TS
Timothy Sinks
2 yrs
Clerk/Director
Grants Awarded (13 total)
| Purpose | ||||
|---|---|---|---|---|
| Finsecagama Foundation | Washington Dc, DC | $187,500 | PRODUCE EDUCATION RESOURCES FOR FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES | 2020 |
| Finsecagama Foundation | East Washington Dc, DC | $97,500 | PRODUCE EDUCATION RESOURCES FOR FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES | 2022 |
| Gama Foundation for Education and Research | Falls Church, VA | $31,577 | PRODUCE EDUCATION RESOURCES FOR FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES | 2016 |
| Gama Foundation for Education and Research | Falls Church, VA | $25,500 | PRODUCE EDUCATION RESOURCES FOR FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES | 2018 |
| The American College of Financial Services | Bryn Mawr, PA | $21,166 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS | 2018 |
| The American College of Financial Services | Bryn Mawr, PA | $20,000 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS. | 2022 |
| The American College of Financial Services | Bryn Mawr, PA | $15,000 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS | 2016 |
| Gama Foundation for Education and Research | Falls Church, VA | $13,833 | PRODUCE EDUCATION RESOURCES FOR FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES | 2017 |
| The American College of Financial Services | Bryn Mawr, PA | $12,750 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS | 2016 |
| The American College of Financial Services | Bryn Mawr, PA | $12,500 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS | 2020 |
| Rutgers University Foundation | New Brunswick, NJ | $10,000 | PROVIDE MEDICAL EDUCATION FOR HEALTH CARE PROFESSIONALS AND RESEARCH AND CLINICAL CARE | 2020 |
| The American College of Financial Services | Bryn Mawr, PA | $7,000 | FINANCIAL EDUCATION FOR SECURITIES, BANKING AND INSURANCE PROFESSIONALS | 2017 |
| Fondos Unidos De Puerto Rico (United Way) | San Juan, None | $4,000 | FINANCIAL ASSISTANCE TO VICTIMS OF HURRICANE MARIA | 2017 |