Excellence Initiative

REDMOND, WA EIN: 83-1718168

Excellence Initiative is a private foundation focused on Arts, Culture & Humanities, based in REDMOND, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89.1M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $6.9M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$89.1M

+25.4% YoY

Annual Giving

$1.3M

+692.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$443K

+692.8% YoY

Under IRS private-foundation payout rules, Excellence Initiative reported a distributable amount of $3.5M for 2024 — the minimum it must pay out in qualifying distributions.

About Excellence Initiative

Based on IRS filings

Excellence Initiative is a private foundation focused on Arts, Culture & Humanities, based in REDMOND, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89.1M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $6.9M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Houston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9M$17M$26M$35M20202021202220232024
Metric202420232022
Total Assets$89,096,810$71,038,071$53,595,801
Revenue$19,137,359$16,459,465$31,548,998
Expenses$1,527,838$200,170$245,281
Qualifying Distributions$3,356,233$3,418,273
Net Investment Income$6,880,508$4,456,004$393,584
Distributable Amount$3,546,745$2,753,722

Giving Over Time

Total grant dollars and number of grants per year

$0$333K$665K$998K$1M0 grants20200 grants20210 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

KABEER EXCELLENCE FOUNDA…$1.1MFOUNDATION FOR EXCELLENCE$125KDR SHROFF'S CHARITY EYE …$70K

Grant Size Distribution

6 grants across all recorded years

2<$50K1$50–100K2$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Kabeer Excellence Foundation ($1,135,000), Foundation for Excellence ($125,000), Dr Shroff's Charity Eye Hospital ($70,000).

RecipientPurposeAmount
DR SHROFF'S CHARITY EYE HOSPITAL TO SUPPORT EYE SERVICES FOR THE UNDERPRIVILEGED$70,000
FOUNDATION FOR EXCELLENCE TO SUPPORT UNDERPRIVILEGED VIA EDUCATION AND MEDICAL RELIEF$125,000
KABEER EXCELLENCE FOUNDATION TO SUPPORT UNDERPRIVILEGED VIA EDUCATION AND MEDICAL RELIEF$1,135,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RAJEEV AGARWALPRESIDENT & TREASURER2
ARPITA AGARWALDIRECTOR2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Excellence Initiative?

Excellence Initiative is a private foundation focused on Arts, Culture & Humanities, based in REDMOND, WA. It holds $89.1M in total assets as of 2024.

How large is Excellence Initiative?

As of 2024, Excellence Initiative holds $89.1M in total assets with $19.1M in annual revenue. It awarded 3 grants totaling $1.3M in 2024.

Where does Excellence Initiative operate?

Excellence Initiative has awarded grants in Texas.

What size grants does Excellence Initiative award?

In 2024, Excellence Initiative awarded 3 grants totaling $1.3M — an average of about $443K per grant, based on its IRS Form 990 filings.

How much is Excellence Initiative required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Excellence Initiative reported a distributable amount of $3.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Excellence Initiative's EIN?

Excellence Initiative's EIN (Employer Identification Number) is 83-1718168. IRS Form 990 filing data is available on this page for 2020–2024.

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

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