AAX Insurance Education Foundation Inc
AAX Insurance Education Foundation Inc is a private foundation focused on Education, based in Springfield, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 7 grants totaling $80K. Net investment income was $21K.
AAX Insurance Education Foundation Inc at a glance
In short: AAX Insurance Education Foundation Inc gave $80K across 7 grants in 2025 (avg $11K), top state North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,000
- +33.3% vs 2024
- Grants made (2025)
- 7
- -30.0% vs 2024
- Average grant
- $11,429
- +90.5% vs 2024
- Median grant
- $15,000
- Total assets
- $274,037
- -17.7% vs 2024
- Primary geography
- North Carolina (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who AAX Insurance Education Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Better Back Nine ($20K). Together the top 7 received $80K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How AAX Insurance Education Foundation Inc gives
- Giving grew 78% from 2022 to 2025. Method
- In 2025 it paid out 495% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $45K (2020) to $80K (2025). In 2025 it made 7 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Better Back Nine Pinehurst, NC | Pursue, promote, and support the mental and physical well being of post 9/11 sof combat veterans | $20,000 |
| Providence Academy Plymouth, MN | Annual fund for christ-centered education for children ages k-12. | $20,000 |
| St Jude the Apostle Catholic Church Pittsburgh, PA | Donor Support. | $15,000 |
| The Lilabean Foundation Silver Spring, MD | Funds Pediatric Brain Cancer Research. | $15,000 |
| Calvary Womens Services Washington, DC | Housing, health, education and employment services to empower homeless women in washington, d.c. | $5,000 |
| Cystic Fibrosis Foundation Bethesda, MD | To provide the means to cure cystic fibrosis and ensure that those living with cf live long and productive lives | $2,500 |
| Cure Childhood Cancer Atlanta, GA | Funds Research and Provides Support for Familities. | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $274,037 | $30,812 | $89,756 | $80,000 | 7 | $80,000 | $21,056 | $16,172 |
| 2024 | $332,981 | $27,909 | $79,145 | $60,000 | 10 | $60,000 | $8,764 | $18,691 |
| 2023 | $384,217 | $11,475 | $53,603 | $45,000 | 8 | $45,000 | $4,454 | $18,796 |
| 2022 | $426,345 | $-4,941 | $57,312 | $45,000 | 6 | $45,000 | — | $21,594 |
| 2021 | $488,598 | $55,666 | $56,181 | $45,000 | 7 | $45,000 | $44,485 | $25,776 |
| 2020 | $489,738 | $11,096 | $56,745 | $45,000 | 6 | — | — | $26,041 |
Under IRS private-foundation payout rules, AAX Insurance Education Foundation Inc reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
AAX Insurance Education Foundation Inc is led by Jason Jones, President & Director on the 2025 filing; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jason Jones
President & Director
New on the 2025 filing
0.8 hrs/week
No compensation reported
Michael P. Ryan
Director
On filings since 2020
0.8 hrs/week
No compensation reported
Colin Kimpel
Treasurer & Director
New on the 2025 filing
0.8 hrs/week
No compensation reported
Grant Piller
Secretary & Director
New on the 2025 filing
0.8 hrs/week
No compensation reported
Former officers (6)
- Former: Andrew Todd (2020–2024) — President & Director
- Former: Adam Goetz (2021–2024) — Clerk & Director
- Former: Brian Martin (2021–2024) — Treasurer & Director
- Former: Corey Basehore (2020) — Treasurer
- Former: Marilyn R. Kelleher (2020) — Director
- Former: Scott Eckart (2020) — President & Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about AAX Insurance Education Foundation Inc
How much does AAX Insurance Education Foundation Inc give each year?
AAX Insurance Education Foundation Inc gave $80K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 10 grants.
What is AAX Insurance Education Foundation Inc's typical grant size?
AAX Insurance Education Foundation Inc's median grant in 2025 was $15,000, and its average grant was $11,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does AAX Insurance Education Foundation Inc give grants?
AAX Insurance Education Foundation Inc's top state is North Carolina, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Minnesota (25%) and Maryland (22%).
Does AAX Insurance Education Foundation Inc give general operating support?
Yes: 14% of AAX Insurance Education Foundation Inc's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are AAX Insurance Education Foundation Inc's largest grantees?
AAX Insurance Education Foundation Inc's largest 2025 grantees include Better Back Nine ($20,000), Providence Academy ($20,000) and St Jude the Apostle Catholic Church ($15,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is AAX Insurance Education Foundation Inc?
AAX Insurance Education Foundation Inc reported $274K in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is AAX Insurance Education Foundation Inc?
AAX Insurance Education Foundation Inc is a private foundation focused on Education, based in Springfield, MA. It holds $274K in total assets as of 2025.
What is AAX Insurance Education Foundation Inc's EIN?
AAX Insurance Education Foundation Inc's EIN (Employer Identification Number) is 46-1962014. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work AAX Insurance Education Foundation Inc funds
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