Connectwise Foundation Inc
Connectwise Foundation Inc is a private foundation, based in Tampa, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $240K in total assets. In 2024, it made $2K in qualifying distributions. Net investment income was $4K.
Connectwise Foundation Inc at a glance
- Total assets
- $239,906
- +83.1% vs 2023
- Revenue (2024)
- $113,052
- +1391.5% vs 2023
- Qualifying distributions (2024)
- $2,050
- -83.8% vs 2023
- Expenses (2024)
- $4,150
- -70.4% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Connectwise Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Connectwise Foundation Inc gives
- Giving fell 59% from 2020 to 2023. Method
- In 2024 it paid out 26% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $9K (2021) to $44K (2022). In 2023 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tech Precision PTY Ltd | Hardship Assistance | $5,146 |
| Medical Computing Solutions Inc San Marcos, TX | Hardship Assistance | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $239,906 | $113,052 | $4,150 | — | — | $2,050 | $3,980 | $7,979 |
| 2023 | $131,004 | $7,580 | $14,039 | $10,146 | 2 | $12,665 | — | $6,493 |
| 2022 | $137,463 | $9,053 | $47,073 | $44,463 | 4 | $45,750 | — | $7,806 |
| 2021 | $175,483 | $500 | $8,608 | $8,538 | 3 | $8,538 | — | $8,942 |
| 2020 | $183,591 | $215,390 | $31,799 | $25,000 | 4 | — | — | $3,218 |
Under IRS private-foundation payout rules, Connectwise Foundation Inc reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Connectwise Foundation Inc is led by Jason Magee, President & Director on every filing since 2020; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jason Magee
President & Director
On filings since 2020
1 hr/week
No compensation reported
Arlin Sorensen
Director
On filings since 2020
1 hr/week
No compensation reported
Joshua Poe
Clo & Director
On filings since 2020
1 hr/week
No compensation reported
Kathy Smith
Director
On filings since 2020
1 hr/week
No compensation reported
Bradley Surminsky
CFO
On filings since 2020
1 hr/week
No compensation reported
Geoffrey Willison
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Connectwise Foundation Inc
How large is Connectwise Foundation Inc?
Connectwise Foundation Inc reported $240K in total assets on its 2024 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Connectwise Foundation Inc operate?
Connectwise Foundation Inc has awarded grants in Florida, Louisiana, Massachusetts, Maryland, Minnesota, New York, Texas.
What is Connectwise Foundation Inc's EIN?
Connectwise Foundation Inc's EIN (Employer Identification Number) is 46-0635867. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 27, 2023)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Connectwise Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Connectwise Foundation Inc's focus areas in our free grants database
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