Basis Endowment Foundation
Basis Endowment Foundation is a private foundation based in Tampa, Florida. Its 2025 filing reports contributions to preselected charitable organizations, including hospitals, educational and cultural organizations, and other nonprofits.
Basis Endowment Foundation at a glance
In short: Basis Endowment Foundation gave $101K across 10 grants in 2025 (avg $10K), mostly in Florida. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $100,953
- -11.5% vs 2024
- Grants made (2025)
- 10
- -23.1% vs 2024
- Average grant
- $10,095
- +15.0% vs 2024
- Median grant
- $1,775
- Total assets
- $711,322
- -6.8% vs 2024
- New grantees (estimate)
- 50% first-time grantees (5 of 10, 2025; small sample)
- Primary geography
- Florida (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Basis Endowment Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2514 S Dundee Street, Tampa, FL 33629
Phone: (650) 740-3929
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Basis Endowment Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Tampa General Hospital Foundation ($53K). Together the top 10 received $101K.
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 61 grants of 63 (97%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars went to recipients in Florida (57%), Ohio (24%), Hawaii (13%), California (5%), and Virginia (1%). The itemized grants also include a $204 grant to Wreaths Across America in Maine.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Basis Endowment Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 5 of 10 grantees (50%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $751; repeat grants $19K. How we count
Medians: $1K first-time, $14K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 227% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $77K (2023) to $114K (2024). In 2025 it made 10 grants totaling $101K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tampa General Hospital Foundation Tampa, FL | General Fund | $52,500 |
| Ursuline Academy of Ohio Cincinnati, OH | General Fund | $23,700 |
| Pacific Aviation Museum Honolulu, HI | General Fund | $13,500 |
| St Joseph Hospital Foundation Orange, CA | General Fund | $5,000 |
| Lowry Park Zoo Tampa, FL | General Fund | $2,500 |
| Quantum Leap Farm Odessa, FL | General Fund | $1,050 |
| American Horticulture Society Alexandria, VA | General Fund | $1,037 |
| Tampa Garden Club Tampa, FL | General Fund | $1,000 |
| Cincinnati Nature Center Milford, OH | General Fund | $462 |
| Wreaths Across America Columbia Falls, ME | General Fund | $204 |
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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 | $711,322 | $93,388 | $121,554 | $100,953 | 10 | $104,265 | $76,753 | $45,984 |
| 2024 | $763,438 | $88,904 | $147,614 | $114,132 | 13 | $129,327 | $70,617 | — |
| 2023 | $762,888 | $46,514 | $99,304 | $77,111 | 12 | $77,206 | $24,482 | — |
| 2022 | $831,126 | $66,572 | $121,279 | $81,835 | 15 | $102,500 | $47,971 | — |
| 2021 | $878,511 | $141,824 | $122,000 | $100,906 | 13 | $106,570 | $126,394 | — |
| 2020 | $886,736 | $46,645 | $118,599 | $103,352 | 11 | — | $35,395 | — |
| 2019 | $1,000,286 | $60,925 | $144,216 | $97,038 | 16 | — | $45,759 | $57,831 |
Under IRS private-foundation payout rules, Basis Endowment Foundation reported a distributable amount of $46K 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
No mission statement for the foundation is provided. Its 2025 grants included support for a hospital foundation, an academy, an aviation museum, a zoo, and horticultural organizations.
Two grantees describe their missions as follows: Quantum Leap Farm says it cultivates human potential and improves quality of life for individuals with disabilities through equine-assisted therapies. Wreaths Across America describes its mission as remembering the fallen, honoring those who serve and have served, and teaching children the value of freedom.
Grantmaking
In filing year 2025, the foundation made 10 grants totaling $100,953. Grant amounts ranged from $204 to $52,500, with a median grant of $1,775. The largest grants were $52,500 to Tampa General Hospital Foundation, $23,700 to Ursuline Academy of Ohio, and $13,500 to Pacific Aviation Museum. Each was listed for the general fund. Other grants included $5,000 to St Joseph Hospital Foundation and $2,500 to Lowry Park Zoo, also for the general fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Michael D Shealy as CEO, Carol Lee Shealy as CFO, and Todd Baker as secretary.
Basis Endowment Foundation is led by Michael D. Shealy, CEO on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael D. Shealy
CEO
On filings since 2019
No compensation reported
Carol Lee Shealy
CFO
On filings since 2019
No compensation reported
Todd Baker
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Basis Endowment Foundation
How much does Basis Endowment Foundation give each year?
Basis Endowment Foundation gave $101K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $114K across 13 grants.
What is Basis Endowment Foundation's typical grant size?
Basis Endowment Foundation's median grant in 2025 was $1,775, and its average grant was $10,095, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Basis Endowment Foundation that year got $751 on average.
Where does Basis Endowment Foundation give grants?
Basis Endowment Foundation gives mostly in Florida: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (24%) and Hawaii (13%). The most frequent recipient cities were Tampa, FL (3 grants).
Does Basis Endowment Foundation give general operating support?
Yes: 100% of Basis Endowment Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Basis Endowment Foundation's largest grantees?
Basis Endowment Foundation's largest 2025 grantees include Tampa General Hospital Foundation ($52,500), Ursuline Academy of Ohio ($23,700) and Pacific Aviation Museum ($13,500), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is Basis Endowment Foundation?
Basis Endowment Foundation reported $711K in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What does Basis Endowment Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for a hospital foundation, an academy, an aviation museum, a zoo, and horticultural organizations. See mission & focus areas ↑
How do I apply for a grant from Basis Endowment Foundation?
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Basis Endowment Foundation's EIN?
Basis Endowment Foundation's EIN (Employer Identification Number) is 94-3382895. IRS Form 990 filing data is available on this page for 2019–2025.
Does Basis Endowment Foundation 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-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 22, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Basis Endowment Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Basis Endowment Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/basis-endowment-foundation-morg_9bf39565e7e24021b44df64d9cbd17bf
BibTeX
@misc{grantable_943382895_2026,
author = {{Grantable}},
title = {{Basis Endowment Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/basis-endowment-foundation-morg_9bf39565e7e24021b44df64d9cbd17bf},
note = {Accessed 2026-10-14. 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 Basis Endowment Foundation'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.
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