Addition Financial Foundation Inc

LAKE MARY, FL EIN: 87-0878614

Addition Financial Foundation Inc is a private foundation focused on Education, based in LAKE MARY, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $323K in total assets. In 2024, it awarded 13 grants totaling $181K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$323K

+260.0% YoY

Annual Giving

$181K

Grant Count

13

Avg Grant Size

$14K

Under IRS private-foundation payout rules, Addition Financial Foundation Inc reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Addition Financial Foundation Inc

Based on IRS filings

Addition Financial Foundation Inc is a private foundation focused on Education, based in LAKE MARY, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $323K in total assets. In 2024, it awarded 13 grants totaling $181K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CasselberryKissimmeeMaitlandOrlandoSanfordTavares

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$117K$235K$352K$470K202220232024
Metric202420232022
Total Assets$322,551$89,602$87,621
Revenue$427,260$181,534$196,349
Expenses$194,311$179,553$178,349
Qualifying Distributions$182,005
Net Investment Income
Distributable Amount$13,312

Giving Over Time

Total grant dollars and number of grants per year

$0$45K$90K$136K$181K0 grants20220 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HOLOCAUST MEMORIAL RESOU…$20KINSPIRE OF CENTRAL FLORIDA$20KNUEVO SENDERO INC - CENT…$20KTHE GREATEST INVESTMENT …$20KVISION OF FLIGHT$20KCHILDREN'S SAFETY VILLAG…$15KKICK OFF FOR KIDS$15KLAKE COUNTY SHERIFFS CHA…$15KPET RESCUE BY JUDY$15KUNITED AGAINST POVERTY (…$15K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holocaust Memorial Resource & Education Center of Florida ($20,000), Inspire of Central Florida ($20,000), Nuevo Sendero Inc - Central Florida Foundation ($20,000).

RecipientPurposeAmount
CHILDREN'S SAFETY VILLAGE OF CENTRAL FLORIDA ORLANDO, FLPROVIDE FUNDING TO PURCHASE SAFETY EQUIPMENT FOR THEIR SIMULATED CITY.$15,000
HOLOCAUST MEMORIAL RESOURCE & EDUCATION CENTER OF FLORIDA MAITLAND, FLPROVIDE EDUCATIONAL OPPORTUNITIES AND COVER FIELD TRIP COSTS.$20,000
INSPIRE OF CENTRAL FLORIDA CASSELBERRY, FLASSISTED IN CONSTRUCTION COSTS TO EXPAND WITH LOCATION TO BE ABLE TO PROVIDE SERVICES FOR MORE INDIVIDUALS.$20,000
KICK OFF FOR KIDS ORLANDO, FLFOOD FOR SCHOOL PANTRIES$15,000
LAKE COUNTY SHERIFFS CHARITIES TAVARES, FLFUNDS TO SUPPORT OFFICERS AND THEIR FAMILIES IN NEED.$15,000
NUEVO SENDERO INC - CENTRAL FLORIDA FOUNDATION ORLANDO, FLART PROGRAMS AND OTHER EDUCATIONAL OPPORTUNITIES FOR WOMEN FROM DOMESTIC ABUSE SITUATIONS.$20,000
PET RESCUE BY JUDY SANFORD, FLVET BILLS FOR SPAY AND NEUTERING SERVICES.$15,000
THE GREATEST INVESTMENT GIRLS EMPOWERMENT PROGRAM ORLANDO, FLENHANCING THEIR SUMMER PROGRAMS AND OTHER OPPORTUNITIES THROUGHOUT THE SCHOOL YEAR.$20,000
UNITED AGAINST POVERTY (UP ORLANDO) ORLANDO, FLFOOD FOR COMMUNITY PANTRY AND FINANCIAL EDUCATION PROGRAMS.$15,000
VISION OF FLIGHT ORLANDO, FLENHANCING THEIR SUMMER PROGRAM AND FUNDING MORE TEACHERS TO PROVIDE MORE SUMMER CAMP OPPORTUNITIES.$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KEVIN MILLERPRESIDENT/BOARD CHAIR10
SAMUEL NELSONVP/TREASURER10
NORA RODRIGUEZ-PATTERSONSECRETARY10

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Addition Financial Foundation Inc?

Addition Financial Foundation Inc is a private foundation focused on Education, based in LAKE MARY, FL. It holds $323K in total assets as of 2024.

How large is Addition Financial Foundation Inc?

As of 2024, Addition Financial Foundation Inc holds $323K in total assets with $427K in annual revenue. It awarded 13 grants totaling $181K in 2024.

Where does Addition Financial Foundation Inc operate?

Addition Financial Foundation Inc has awarded grants in Florida.

What size grants does Addition Financial Foundation Inc award?

In 2024, Addition Financial Foundation Inc awarded 13 grants totaling $181K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Addition Financial Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Addition Financial Foundation Inc reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Addition Financial Foundation Inc's EIN?

Addition Financial Foundation Inc's EIN (Employer Identification Number) is 87-0878614. IRS Form 990 filing data is available on this page for 2022–2024.

Explore Open Grants

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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