Data for Betterment Foundation
Data for Betterment Foundation is a private foundation focused on Education, based in Mount Pleasant, SC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $912K in total assets. In 2025, it made $34K in qualifying distributions. Net investment income was $16K.
Data for Betterment Foundation at a glance
- Total assets
- $912,375
- +31.7% vs 2024
- Revenue (2025)
- $256,830
- +122.2% vs 2024
- Qualifying distributions (2025)
- $34,059
- +7435.2% vs 2024
- Expenses (2025)
- $38,425
- +1362.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Data for Betterment Foundation funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 1 grant totaling $96.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Long Now Foundation San Francisco, CA | Environmental | $96 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $912,375 | $256,830 | $38,425 | — | — | $34,059 | $15,765 |
| 2024 | $692,899 | $115,583 | $2,628 | — | — | $452 | $15,580 |
| 2023 | $579,952 | $32,565 | $8,320 | — | — | $6,661 | $564 |
| 2022 | $555,707 | $191,004 | $17,311 | — | — | $11,694 | — |
| 2021 | $382,016 | $315,136 | $2,630 | $96 | 1 | — | $136 |
Leadership & Key People
Officers and directors from IRS filings
Data for Betterment Foundation is led by Maribel Lopez, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Maribel Lopez
Trustee
On filings since 2021
11 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Data for Betterment Foundation
How large is Data for Betterment Foundation?
Data for Betterment Foundation reported $912K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $257K.
What is Data for Betterment Foundation?
Data for Betterment Foundation is a private foundation focused on Education, based in Mount Pleasant, SC. It holds $912K in total assets as of 2025.
Where does Data for Betterment Foundation operate?
Data for Betterment Foundation has awarded grants in California.
What is Data for Betterment Foundation's EIN?
Data for Betterment Foundation's EIN (Employer Identification Number) is 81-0895589. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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