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DONOR ADVISED CHARITABLE GIVING

EIN 31-1640316 LONE TREE, CO

Revenue 2024
$11,676,597,614
Expenses 2024
$9,021,577,700

Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T300
Classification
1000
Street
9800 SCHWAB WAY

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).

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.

  • ANNE CASSCELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL BROWNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN KINGSLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY AVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA B SEGRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORETTA DOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK WURSTER UNTIL 122024

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • UNA OSILI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL W KANG

    PRESIDENT

    Total calculated
    $967,879
    From this org
    $749,375
    From related orgs
    $0
    Other
    $218,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,158
    Bonus
    $367,217
    Other
    $0
    Deferred
    $200,000
    Nontaxable benefits
    $18,504
    Filer's total
    $967,879

  • FREDERICK K KAYNOR

    MD-BUS DEV,MKTG & STRAT PARTNER

    Total calculated
    $621,833
    From this org
    $498,329
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,283
    Bonus
    $197,046
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $621,833

  • MICHAEL MAESTAS

    MD-INVEST OVERSIGHT & DUE DILIGENCE

    Total calculated
    $594,175
    From this org
    $470,671
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,544
    Bonus
    $175,127
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $594,175

  • DOUGLAS CAMPBELL

    MD-STRATEGY, OFFER MGMT & ANALYSIS

    Total calculated
    $561,613
    From this org
    $438,109
    From related orgs
    $0
    Other
    $123,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,672
    Bonus
    $175,437
    Other
    $0
    Deferred
    $105,000
    Nontaxable benefits
    $18,504
    Filer's total
    $561,613

  • STEPHANIE QUEISERT

    MD-CHIEF FINANCIAL OFFICER

    Total calculated
    $527,155
    From this org
    $418,651
    From related orgs
    $0
    Other
    $108,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,737
    Bonus
    $116,914
    Other
    $0
    Deferred
    $90,000
    Nontaxable benefits
    $18,504
    Filer's total
    $527,155

  • LORRIE BRANSON

    MD-LEGAL

    Total calculated
    $320,567
    From this org
    $262,063
    From related orgs
    $0
    Other
    $58,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,253
    Bonus
    $63,810
    Other
    $0
    Deferred
    $40,000
    Nontaxable benefits
    $18,504
    Filer's total
    $320,567

  • KRISTOPHER TATE

    CORPORATE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PAUL TALBOT

    ASST CORP SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRYAN GREGSTON

    DIRECTOR

    Total calculated
    $450,003
    From this org
    $351,499
    From related orgs
    $0
    Other
    $98,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,365
    Bonus
    $114,134
    Other
    $0
    Deferred
    $80,000
    Nontaxable benefits
    $18,504
    Filer's total
    $450,003

  • CALEB LUND

    DIRECTOR

    Total calculated
    $405,552
    From this org
    $342,048
    From related orgs
    $0
    Other
    $63,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,602
    Bonus
    $111,446
    Other
    $0
    Deferred
    $45,000
    Nontaxable benefits
    $18,504
    Filer's total
    $405,552

  • ANTHONY MATTHEWS

    DIRECTOR

    Total calculated
    $386,315
    From this org
    $317,811
    From related orgs
    $0
    Other
    $68,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,819
    Bonus
    $111,992
    Other
    $0
    Deferred
    $50,000
    Nontaxable benefits
    $18,504
    Filer's total
    $386,315

  • JULIA REED

    DIRECTOR

    Total calculated
    $370,674
    From this org
    $302,170
    From related orgs
    $0
    Other
    $68,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,792
    Bonus
    $91,378
    Other
    $0
    Deferred
    $50,000
    Nontaxable benefits
    $18,504
    Filer's total
    $370,674

  • ALYSSA WILLIAMS

    DIRECTOR

    Total calculated
    $349,636
    From this org
    $286,132
    From related orgs
    $0
    Other
    $63,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,130
    Bonus
    $77,002
    Other
    $0
    Deferred
    $45,000
    Nontaxable benefits
    $18,504
    Filer's total
    $349,636

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 — 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
    $11,676,597,614
    Expenses
    $9,021,577,700
    Contributions
    $11,107,205,900
    Grants paid
    $8,872,852,963
  • 2023
    Revenue
    $9,661,652,588
    Expenses
    $6,747,958,156
    Contributions
    $9,313,959,950
    Grants paid
    $6,623,957,198
  • 2022
    Revenue
    $7,651,350,396
    Expenses
    $5,162,915,749
    Contributions
    $7,319,326,897
    Grants paid
    $5,054,990,437

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

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. 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.

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.

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 10 September 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.