Arthur N Rupe Foundation
EIN 770278838Total Given 2020–2024
$32.9M
175 grants · $6.6M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$40K
typical mid grants · $25K–$72K
grant size
54%
supporter · 43/80 multi-year
repeat
$175.1M
Assets (2024)
80
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(805) 687-8586
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $2.0M | $105.4M | $6.7M | 37 |
| 2021 | $4.0M | $114.8M | $18.0M | 27 |
| 2022 | $4.8M | $146.5M | $40.2M | 34 |
| 2023 | $9.6M | $157.7M | $9.6M | 44 |
| 2024 | $12.5M | $175.1M | $24.7M | 33 |
Grant Size Distribution
Based on 175 grants on record
Minimum
$1K
25th Pctl
$25K
Median
$40K
Average
$188K
75th Pctl
$72K
Maximum
$10.6M
Geographic Distribution
Texas Counties Served
1.1% of US grants
· Rank #8 of 12 states
$150K across
2 grants
1 of 254 counties
Top 1 counties
- 1 Harris
Officers & Directors
MH
Mark C Henrie
5+ yrs
President
Leadership
JH
James S Huggins
5+ yrs
Treasurer
Leadership
SA
Susan C Van Aacken
3 yrs
Secretary
Leadership
BS
Beverly M Schwarz
3 yrs
Director
KD
Kim Dennis
5+ yrs
Director
MO
Matthew B O'Brien
3 yrs
Director
JB
Jonathan Berry
2 yrs
Director
VM
Vanessa Mendoza
2 yrs
Director
MH
Mark C Henrie
5+ yrs
President
Leadership
JH
James S Huggins
5+ yrs
Treasurer
Leadership
SA
Susan C Van Aacken
3 yrs
Secretary
Leadership
BS
Beverly M Schwarz
3 yrs
Director
KD
Kim Dennis
5+ yrs
Director
MO
Matthew B O'Brien
3 yrs
Director
JB
Jonathan Berry
2 yrs
Director
VM
Vanessa Mendoza
2 yrs
Director
Grants Awarded (175 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Charitable Gift Fund | Boston, MA | $10,600,000 | DONOR ADVISED FUND | 2024 |
| Fidelity Charitable Gift Fund | Boston, MA | $7,110,000 | DONOR ADVISED FUND | 2023 |
| Fidelity Charitable Gift Fund | Boston, MA | $3,350,000 | CHARITABLE GIVING | 2022 |
| Fidelity Charitable Gift Fund | Boston, MA | $2,740,000 | DESIGNATED CONTRIBUTIONS | 2021 |
| Fidelity Charitable Gift Fund | Boston, MA | $515,000 | DESIGNATED CONTRIBUTIONS | 2020 |
| Respite for All Foundation | Montgomery, AL | $200,000 | RFA CAPACITY BUILDING GRANT | 2023 |
| Respite for All Foundation | Montgomery, AL | $200,000 | RFA CAPACITY BUILDING GRANT | 2024 |
| Regents of the University of Ca | Los Angeles, CA | $178,040 | UCLA ALZHEIMER'S & DEMENTIA CARE PROGRAM GRANT | 2023 |
| National Speech & Debate Association | West Des Moines, IA | $175,000 | 2023 PUBLIC FORUM CHAMPIONSHIP GRANT | 2022 |
| National Speech & Debate Association | West Des Moines, IA | $158,000 | PUBLIC FORUM DEBATE NATIONAL CHAMPIONSHIP | 2020 |
| National Speech & Debate Association | West Des Moines, IA | $158,000 | PUBLIC FORUM DEBATE NATIONAL CHAMPIONSHIP | 2021 |
| Alzheimer'S Los Angeles | Los Angeles, CA | $150,000 | CAREGIVING VIDEO SERIES GRANT | 2023 |
| Family Caregiver Alliance | San Francisco, CA | $150,000 | TO IMPROVE CARENAV MOBILE-READY SYSTEM TO ASSIST FAMILY CAREGIVING CLIENTS | 2023 |
| Elizabeth Dole Foundation | Washington, DC | $150,000 | FINANCIAL WELLNESS PROGRAM GRANT | 2024 |
| Benjamin Rose Institute on Aging | Cleveland, OH | $149,500 | BRI CARE TRAINING TOOL GRANT | 2023 |
| Regents of the University of Ca | Los Angeles, CA | $125,000 | UCLA ALZHEIMER'S & DEMENTIA CARE | 2020 |
| Regents of the University of Ca | Santa Cruz, CA | $125,000 | UCLA ALZHEIMER'S & DEMENTIA CARE PROGRAM GRANT | 2022 |
| Hospice of San Luis Obispo County | San Luis Obispo, CA | $120,000 | CAREGIVER RELIEF & CARE MANAGEMENT | 2020 |
| Hfc | Beverly Hills, CA | $100,000 | ALZHEIMER'S FAMILY CARGIVER SUPPORT GRANT | 2023 |
| Usaging | Washington, DC | $100,000 | DEMENTIA FRIENDLY AMERICA GRANT | 2023 |
| Elizabeth Dole Foundation | Washington, DC | $100,000 | FINANCIAL WELLNESS PROGRAM GRANT | 2023 |
| Amazing Place | Houston, TX | $100,000 | AMAZING PLACE WEST EXPANSION GRANT | 2024 |
| Carnegie Library of McKeesport | McKeesport, PA | $100,000 | VOLUNTEER CAREGIVING PROGRAM GRANT | 2024 |
| Hfc | Beverly Hills, CA | $100,000 | ALZHEIMER'S FAMILY CAREGIVER SUPPORT GRANT | 2024 |
| Pauline Auberle Foundation | McKeesport, PA | $100,000 | LIFE CHANGING CAREER PATHWAYS | 2024 |