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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$912K
+31.7% YoY
Revenue
$257K
+122.2% YoY
Qualifying Distributions
$34K
+7435.2% YoY
Expenses
$38K
+1362.1% YoY
About Data for Betterment Foundation
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $912,375 | $692,899 | $579,952 |
| Revenue | $256,830 | $115,583 | $32,565 |
| Expenses | $38,425 | $2,628 | $8,320 |
| Qualifying Distributions | $34,059 | $452 | $6,661 |
| Net Investment Income | $15,765 | $15,580 | $564 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARIBEL LOPEZ | TRUSTEE | 11 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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