Addition Financial Foundation Inc is a private foundation focused on Education, based in Lake Mary, FL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $355K in total assets. In 2025, it awarded 15 grants totaling $177K.
Key facts about Addition Financial Foundation Inc
In short: Addition Financial Foundation Inc gave $177K across 15 grants in 2025 (avg $12K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 87-0878614
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $177,251
- Grants made (2025)
- 15
- Average grant
- $11,817
- Median grant
- $15,000
- Total assets
- $354,696
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$355K
+10.0% YoY
Annual Giving
$177K
-1.9% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$12K
-15.0% YoY
Under IRS private-foundation payout rules, Addition Financial Foundation Inc reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
How Addition Financial Foundation Inc gives
- 23% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| KICK OFF FOR KIDS Orlando, FL | FOOD FOR SCHOOL PANTRIES | $25,000 |
| FUTURES FOUNDATION - VOLUSIA COUNTY SCHOOLS Daytona Beach, FL | OPENED AND SUPPORTED THE COST OF GOODS FOR THE FREE TEACHER STORE. | $20,000 |
| HOLOCAUST MEMORIAL RESOURCE & EDUCATION CENTER OF FLORIDA Maitland, FL | PROVIDE EDUCATIONAL OPPORTUNITIES AND COVER FIELD TRIP COSTS. | $20,000 |
| NUEVO SENDERO INC - CENTRAL FLORIDA FOUNDATION Orlando, FL | ART PROGRAMS AND OTHER EDUCATIONAL OPPORTUNITIES FOR WOMEN FROM DOMESTIC ABUSE SITUATIONS. | $20,000 |
| CENTRAL FLORIDA COMMUNITY ARTS Winter Park, FL | PROVIDE ARTS OPPORTUNITIES TO ALL AGES AND ABILITIES. | $15,500 |
| COMMUNITY LEGAL SERVICES Orlando, FL | PROVIDE FREE LEGAL SERVICES FOR ALL. | $15,000 |
| EMBRACE HEALTH Orlando, FL | ASSISTS IN PROVIDING HEALTHCARE SERVICES TO THOSE WHO ARE UNINSURED OR UNDERINSURED. | $15,000 |
| GROW HEALTHY KIDS Sanford, FL | PROVIDING KIDS WITH SHOES AND THE ABILITY TO PROVIDE SPORTS EQUIPMENT TO UNDERSERVED SCHOOLS. | $15,000 |
| MICHAEL'S FOUNDATION Clermont, FL | SUPPORT FOR VETERANS AND THEIR FAMILIES. | $15,000 |
| THE SHARING CENTER Longwood, FL | SUPPORT FOR FAMILIES OR INDIVIDUALS THAT ARE UNHOUSED OR UNDERHOUSED WITH GOVERNMENT ASSISTANCE, SHOWERS AND WASHING CLOTHES, JOB TRAINING. | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $354,696 | $322,551 | $89,602 |
| Revenue | $221,677 | $427,260 | $181,534 |
| Expenses | $189,532 | $194,311 | $179,553 |
| Qualifying Distributions | $178,371 | $182,005 | — |
| Net Investment Income | — | — | — |
| Distributable Amount | $16,259 | $13,312 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Officers and directors from IRS filings
Addition Financial Foundation Inc is led by Kevin Miller, President & Board Chair since 2024 (on filings since 2022); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kevin Miller
President & Board Chair
President & Chairman → President & Board Chair, 2024
On filings since 2022
1 hr/week
No compensation reported
Samuel Nelson
Board Member
Vice President & Treasurer → Board Member, 2025
On filings since 2022
1 hr/week
No compensation reported
Cary Dortona
Vice President & Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Heather Kahoun
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Jennifer Fowler
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (3)
- Former: Nora Rodriguez-Patterson (2024) — Secretary
- Former: Nora Rodriguez (2022–2023) — Secretary
- Former: Thuy-Linh Dang (2022) — Former Secretary
Data from IRS Form 990 filings, 2022–2025. "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 Addition Financial Foundation Inc
How much does Addition Financial Foundation Inc give each year?
Addition Financial Foundation Inc gave $177K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $181K across 13 grants.
What is Addition Financial Foundation Inc's typical grant size?
Addition Financial Foundation Inc's median grant in 2025 was $15,000, and its average grant was $11,817, across 15 grants on its 2025 IRS Form 990-PF.
Where does Addition Financial Foundation Inc give grants?
Addition Financial Foundation Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Orlando, FL (5 grants), Maitland, FL (2 grants), Winter Park, FL (2 grants) and Sanford, FL (2 grants).
Does Addition Financial Foundation Inc give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Addition Financial Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Addition Financial Foundation Inc's largest grantees?
Addition Financial Foundation Inc's largest 2025 grantees include Kick Off for Kids ($25,000), Futures Foundation - Volusia County Schools ($20,000) and Holocaust Memorial Resource & Education Center of Florida ($20,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Addition Financial Foundation Inc?
Addition Financial Foundation Inc reported $355K in total assets on its 2025 IRS Form 990-PF. It paid out $178K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is Addition Financial Foundation Inc?
Addition Financial Foundation Inc is a private foundation focused on Education, based in Lake Mary, FL. It holds $355K in total assets as of 2025.
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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