Dunham Fund
- Assets
- $0.0
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 0
- Location
- Aurora, IL
- Founding
- 09/2008
- Data as of
- 12/2020
- EIN
- 37-6416138
Organization Overview
Dunham Fund is located in Aurora, IL. The organization was established in 2008. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2020, Dunham Fund generated $2.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (15.6%) each year. All expenses for the organization totaled $5.2m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Dunham Fund has awarded 222 individual grants totaling $15,879,384. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Vicki Morcos President & CEO | 50 | $180,000 | |
Lindsay Cochrane Prgm Director | 40 | $131,800 | |
Holly Sambucetti Adm. Manager | 40 | $61,500 | |
Stewart Beach Chairman | 20 | $42,400 | |
Mark Truemper Vice Chair | 15 | $33,400 | |
Robert Vaughan Secretary | 15 | $30,400 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Drinker Biddle & Reath Llp | 12/30/20 | $111,006 |
Busey Wealth Management | 12/30/20 | $363,215 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $2,098,581 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $49,224 |
| Capital Gain Net Income | $49,224 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,147,805 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $383,800 |
| Other employee salaries and wages | $231,127 |
| Pension plans, employee benefits | $17,209 |
| Interest | $0 |
| Taxes | $87,414 |
| Depreciation | $22,134 |
| Occupancy | $51,441 |
| Travel, conferences, and meetings | $9,190 |
| Printing and publications | $1,611 |
| Other expenses | $125,888 |
| Total operating and administrative expenses | $1,453,200 |
| Contributions, gifts, grants paid | $3,703,800 |
| Total expenses and disbursements | $5,157,000 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dunham Fund has awarded $3,703,800 in support to 54 organizations.
| Grant Recipient | Amount |
|---|---|
Aurora, IL PURPOSE: PROGRAM SUPPORT | $1,000,000 |
Naperville, IL PURPOSE: PROGRAM SUPPORT | $250,000 |
AURORA EAST EDUC FOUNDATION PURPOSE: PROGRAM SUPPORT | $231,500 |
COMM FND OF THE FOX RIVER VALLEY PURPOSE: PROGRAM SUPPORT | $212,000 |
Aurora, IL PURPOSE: PROGRAM SUPPORT | $130,000 |
Aurora, IL PURPOSE: PROGRAM SUPPORT | $125,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |
John W Anderson Foundation Valparaiso, IN | $342,409,938 | $34,395,256 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Herbert Simon Family Foundation Indianapolis, IN | $26,075,189 | $9,696,254 |
Roy J Carver Charitable Tr Muscatine, IA | $235,043,756 | $22,231,044 |
Saul Zaentz Charitable Foundation Glenview, IL | $31,204,978 | $8,995,660 |
The John And Kathleen Schreiber Foundation Lake Forest, IL | $89,899,268 | $85,376,815 |