Excel Private Foundation
Excel Private Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $445K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $28K.
Excel Private Foundation at a glance
In short: Excel Private Foundation gave $30K across 1 grant in 2025 (avg $30K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $30,000
- +0.0% vs 2024
- Median grant
- $30,000
- Total assets
- $444,558
- -1.8% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Excel Private Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity Investments Charitable Gift Fund ($30K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Excel Private Foundation gives
- In 2025 it paid out 154% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $5K (2021) to $30K (2025). In 2025 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Cincinnati, OH | Excel Fund | $30,000 |
Ready to take the next step with Excel Private Foundation?
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 | $444,558 | $27,815 | $35,779 | $30,000 | 1 | $35,344 | $28,323 | $23,009 |
| 2024 | $452,522 | $24,131 | $35,675 | $30,000 | 1 | $35,214 | $24,131 | $23,096 |
| 2023 | $464,066 | $18,804 | $35,109 | $30,000 | 1 | $35,088 | $18,804 | $24,631 |
| 2022 | $480,371 | $7,647 | $5,025 | — | — | $5,025 | $7,647 | $23,690 |
| 2021 | $477,749 | $1,407 | $10,790 | $5,000 | 1 | $10,650 | $1,407 | $24,254 |
| 2020 | $487,132 | $3,504 | $38,419 | $30,000 | 1 | — | $2,504 | $24,114 |
| 2019 | $522,047 | $30,051 | $7,525 | — | — | — | $9,805 | $24,450 |
Under IRS private-foundation payout rules, Excel Private Foundation reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Excel Private Foundation is led by Craig Chatterton, President, Director, Secretary & Treasurer on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Craig Chatterton
President, Director, Secretary & Treasurer
On filings since 2019
1 hr/week
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 Excel Private Foundation
How much does Excel Private Foundation give each year?
Excel Private Foundation gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 1 grant.
How large is Excel Private Foundation?
Excel Private Foundation reported $445K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
Where does Excel Private Foundation operate?
Excel Private Foundation has awarded grants in Ohio.
What is Excel Private Foundation's EIN?
Excel Private Foundation's EIN (Employer Identification Number) is 46-2148132. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Excel Private Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Birch Ridge Foundation
Minneapolis, MN
Assets
$4.0M
Grants
1
Total Given
$140K
The Young Men's Christian Association of the Triangle Area Inc (4598)
Raleigh, NC
The young men's christian association of the triangle area, inc. Is an association of all ages, abilities, incomes, races, and religions. Our mission is to put christian principles into practice through programs that build healthy spirit, mind and body for all.
Assets
$315.8M
Grants
1
Total Given
$21K
Unidentified Foundation
Wilmington, DE
Assets
$11.7M
Grants
1
Total Given
$900K
Phrygian Foundation
Wilmington, DE
Assets
$2.2M
Grants
1
Total Given
$101K
Ammpm Foundation
Denver, CO
Assets
—
Grants
2
Total Given
$1.3M
Rhona's Place Foundation
Lutherville, MD
Assets
$8.3M
Grants
2
Total Given
$251K
More similar funders
More Funders in Delaware
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Excel Private 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.
Excel Private Foundation down — hundreds of funders to go?