Addition Financial Foundation Inc
Addition Financial Foundation Inc is a private foundation based in Lake Mary, Florida. Its stated mission is to foster empowerment in the community through financial education and charitable giving, with its filing describing a primary focus on education initiatives in Florida.
Addition Financial Foundation Inc at a glance
In short: Addition Financial Foundation Inc gave $177K across 15 grants in 2025 (avg $12K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $177,251
- -1.9% vs 2024
- Grants made (2025)
- 15
- +15.4% vs 2024
- Average grant
- $11,817
- -15.0% vs 2024
- Median grant
- $15,000
- Total assets
- $354,696
- +10.0% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Addition Financial Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1000 Primera Blvd, Lake Mary, FL 32746-2194
Phone: (407) 228-2679
Website: HTTPS://FOUNDATION.ADDITIONFI.COM
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Addition Financial Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Kick Off for Kids ($25K). Together the top 10 received $176K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
The Foundation’s 2025 filing says its activities focus within Florida, and all reported 2025 grant dollars went to recipients in Florida. Its website describes its community work as serving Central Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $177K (2025) to $181K (2024). In 2025 it made 15 grants totaling $177K.
Grants by year
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 |
Ready to take the next step with Addition Financial Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $354,696 | $221,677 | $189,532 | $177,251 | 15 | $178,371 | $16,259 |
| 2024 | $322,551 | $427,260 | $194,311 | $180,755 | 13 | $182,005 | $13,312 |
| 2023 | $89,602 | $181,534 | $179,553 | — | — | — | — |
| 2022 | $87,621 | $196,349 | $178,349 | — | — | — | — |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation says it supports education initiatives through college scholarships, direct donations to students and teachers, and contributions to charitable foundations benefiting education. Its website also describes financial education workshops, classroom renovations, and community service.
The grantees’ own descriptions show the range of organizations supported. Central Florida Community Arts says it creates a cultural platform for people to connect, serve, and perform. Michael’s Foundation says it engages and empowers veterans through benefit guidance and programs promoting veteran well-being. Grow Healthy Kids says it increases children’s opportunities for physical activity and healthy living. Embrace Health says it provides health care, including primary care and mental health services, with a focus on underserved and marginalized communities.
Grantmaking
In 2025, the Foundation reported 15 grants totaling $177,251. Grants ranged from $71 to $25,000, with a median of $15,000. Larger awards included $25,000 to Kick Off for Kids for food for school pantries; $20,000 each to Futures Foundation–Volusia County Schools, Holocaust Memorial Resource & Education Center of Florida, and Nuevo Sendero; and $15,500 to Central Florida Community Arts.
Other reported 2025 awards included $15,000 each to Community Legal Services, Embrace Health, Grow Healthy Kids, Michael’s Foundation, and The Sharing Center. The Foundation also reported a $626 donation to The League of Credit Unions and Affiliates and a $416 donation to Central Florida Community Arts.
The Foundation’s website describes its J.A.M. Jr. Annual Scholarship Program as awarding eight high school seniors and two master’s students $2,500 each. These are scholarships for individual students, not grants for outside applicants. The website says the 2026 application is closed and winners have been notified.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kevin Miller as president and board chair; Cary Dortona as vice president and treasurer; Heather Kahoun as secretary; and Jennifer Fowler and Samuel Nelson as board members. The Foundation’s website spells Cary’s name as Cary D’Ortona and Sam’s as Sam Nelson.
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 does Addition Financial Foundation Inc fund?
The Foundation says it supports education initiatives through college scholarships, direct donations to students and teachers, and contributions to charitable foundations benefiting education. Its website also describes financial education workshops, classroom renovations, and community service. See mission & focus areas ↑
How do I apply for a grant from Addition Financial Foundation Inc?
The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Addition Financial Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(2)
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
Live grants for the work Addition Financial Foundation Inc funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Addition Financial Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
EQT Foundation
Canonsburg, PA
The EQT Foundation funds community enrichment, education and workforce development, and environmental and arts-related work, prioritizing communities within EQT Corporation’s operating footprint, especially in Pennsylvania and West Virginia. Its 2024 median grant was $10,000, though awards ranged from $100 to $800,000; it invites eligible nonprofits and institutions to apply through its website.
Assets
$26.2M
Grants
367
Total Given
$6.3M
Kramer Foundation
Woodbury, NY
The Kramer Foundation supports preselected charities across education, health, social services, animal welfare, and the environment, with most 2025 funding going to organizations in New York. Its 2025 grants ranged from $1,000 to $25,000, with a median of $2,500. It does not accept unsolicited funding requests.
Assets
$5.2M
Grants
40
Total Given
$183K
Douglas G Halliday Foundation Inc
Orlando, FL
The foundation supports organizations serving children and youth, including programs in education, sports, foster care, and health. Its 2025 grants ranged from $2,500 to $10,000, with a median of $5,000; most funding went to Florida, with some grants elsewhere in the U.S. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$673K
Grants
15
Total Given
$88K
Piedmont Triad Charitable Foundation
Greensboro, NC
The Piedmont Triad Charitable Foundation supports golf and youth development, education, arts and culture, community services, and regional promotion, with most funding going to North Carolina, especially the Piedmont Triad. In 2025, it awarded grants of $500 to $280,000, with a median of $10,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$6.0M
Grants
36
Total Given
$1.1M
More similar funders
More Funders in Florida
Cite this profile
Grantable. (2026). Addition Financial Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/addition-financial-foundation-inc-morg_cd733ab77eaa47d1b452c821e737eb57
BibTeX
@misc{grantable_870878614_2026,
author = {{Grantable}},
title = {{Addition Financial Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/addition-financial-foundation-inc-morg_cd733ab77eaa47d1b452c821e737eb57},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Addition Financial Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Addition Financial Foundation Inc down — hundreds of funders to go?