Basis Endowment Foundation

TAMPA, FL EIN: 94-3382895

Basis Endowment Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $763K in total assets. In 2024, it awarded 13 grants totaling $114K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$763K

+0.1% YoY

Annual Giving

$114K

+48.0% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$9K

+36.6% YoY

About Basis Endowment Foundation

Based on IRS filings

Basis Endowment Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $763K in total assets. In 2024, it awarded 13 grants totaling $114K. Net investment income was $71K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AlexandriaBlue AshCincinnatiClearwaterColorado SpringsColumbusCosta MesaHonoluluLakelandLebanonLexingtonLos AltosNew YorkOrangePalo AltoSan FranciscoSan JoseSanta BarbaraSimi ValleySt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$81K$122K$162K20202021202220232024
Metric202420232022
Total Assets$763,438$762,888$831,126
Revenue$88,904$46,514$66,572
Expenses$147,614$99,304$121,279
Qualifying Distributions$129,327$77,206$102,500
Net Investment Income$70,617$24,482$47,971
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$57K$86K$114K11 grants202013 grants202115 grants202212 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TAMPA GENERAL HOSPITAL$50KVIRGINIA MILITARY INSTIT…$20KURSULINE ACADEMY OF OHIO$15KPACIFIC AVIATION MUSEUM$10KOHIO STATE UNIVERSITY$6KST JOSEPH HOSPITAL FOUND…$5KAMERICAN HORTICULTURAL S…$4KLOWRY PARK ZOO$1KTHE FLORIDA ORCHESTRA ST…$1KTAMPA BAY HISTORY CENTER$1K

Grant Size Distribution

64 grants across all recorded years

63<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL D SHEALYCEO
CAROL LEE SHEALYCFO
TODD BAKERSecretary

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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