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MILLION DOLLAR ROUND TABLE FOUNDATION

EIN 36-6080766 PARK RIDGE, IL

Browse the largest nonprofits in Illinois

Revenue 2024
$3,313,938
Expenses 2024
$2,633,600

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
325 W TOUHY AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

THE MDRT FOUNDATION GIVES TO CHARITABLE ORGANIZATIONS WORLDWIDE, DEMONSTRATING THE GENEROSITY, SERVICE, AND IMPACT OF MDRT MEMBERS.

Activities or mission (Part I)

THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD.

  • THE MDRT FOUNDATION PROVIDES GRANT FUNDING TO A DIVERSE RANGE OF CHARITABLE PROGRAMS WORLDWIDE. GRANT AWARDS ARE DETERMINED BY A GRANT APPLICATION PROCESS, FOUNDATION POLICY, OR BY THE BOARD OF TRUSTEES. ALL GRANT RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS, INCLUDING OPERATING AS A NOT-FOR-PROFIT FOR CHARITABLE PURPOSES.

    Expenses $2,180,926 · Grants $2,132,051

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Alessandro M Forte Fcii CFP

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andrew C Lord Clu Chfc

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • David C Blake

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Heather Lindsley Lutcf Ricp

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Timothy Daniel Clairmont Msfs Lacp

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John R Benton Jr Chfc Cltc

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Johan Fanggara CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Julianne Hertel Clu Chfc

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Thian Lung Jong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jennifer P Mann MBA CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Miliana Marten Aepp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Metcalf Dippfs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Dana Mitchell CFP Clu

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Hu Mong Mong Siem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Addie Murdock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Paresh B Shah CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Ross Vanderwolf CFP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Wong Hui Delia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Cheng Huann Yeoh Chfc Clu

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Gregory B Gagne Chfc Chfc

    EXECUTIVE COMMITTEE LIASON

    Total calculated
    $0
    Hours/week
    0.25

  • Michele L Stauff CFRE

    EXECUTIVE DIRECTOR

    Total calculated
    $215,822
    From this org
    $0
    From related orgs
    $172,163
    Other
    $43,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,163 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $5,081 related
    Nontaxable benefits
    $0 + $38,578 related
    Filer's total
    $0 + $215,822 related

  • Karen Matts

    MANAGER OF STRATEGIC PARTNERSHIPS

    Total calculated
    $142,874
    From this org
    $0
    From related orgs
    $114,794
    Other
    $28,080
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,313,938
    Expenses
    $2,633,600
    Contributions
    $1,872,977
    Grants paid
    $2,132,051
  • 2023
    Revenue
    $2,879,720
    Expenses
    $2,383,412
    Contributions
    $1,701,856
    Grants paid
    $1,835,968
  • 2022
    Revenue
    $1,984,618
    Expenses
    $2,292,293
    Contributions
    $1,691,704
    Grants paid
    $1,789,828

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,474,556
    Expenses
    $2,185,060
    Assets (EOY)
    $32,121,511

  • 2020 · 990

    Revenue
    $4,845,790
    Expenses
    $2,120,783
    Assets (EOY)
    $36,494,105

  • 2019 · 990

    Revenue
    $1,891,127
    Expenses
    $2,152,860
    Assets (EOY)
    $31,319,629

  • 2018 · 990

    Revenue
    $1,930,198
    Expenses
    $2,118,613
    Assets (EOY)
    $29,949,373

  • 2017 · 990

    Revenue
    $4,212,754
    Expenses
    $1,954,454
    Assets (EOY)
    $29,996,159

  • 2016 · 990

    Revenue
    $2,885,618
    Expenses
    $1,862,000
    Assets (EOY)
    $28,546,337

  • 2015 · 990

    Revenue
    $2,810,230
    Expenses
    $1,815,870
    Assets (EOY)
    $26,237,361

  • 2014 · 990

    Revenue
    $2,660,225
    Expenses
    $1,828,752
    Assets (EOY)
    $24,983,501

  • 2013 · 990

    Revenue
    $2,684,851
    Expenses
    $1,664,015
    Assets (EOY)
    $26,942,203

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,764,296
    Assets (EOY)
    $23,444,642

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.