Instrumental Opportunity Foundation

Foundation · Grantmaker Wilmington, DE EIN: 99-2261768

Instrumental Opportunity Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $25K in total assets. In 2025, it awarded 9 grants totaling $64K. Net investment income was $17K.

Key facts about Instrumental Opportunity Foundation

In short: Instrumental Opportunity Foundation gave $64K across 9 grants in 2025 (avg $7K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
99-2261768
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$63,860
Grants made (2025)
9
Average grant
$7,096
Median grant
$7,500
Total assets
$25,113
Primary geography
New Jersey (92% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$25K

+129.2% YoY

Annual Giving

$64K

Grant Count

9

Avg Grant Size

$7K

Under IRS private-foundation payout rules, Instrumental Opportunity Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

How Instrumental Opportunity Foundation gives

  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 9 itemized 2025 grant dollars.

Cities

New BrunswickNeptuneW Long BranchNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

New Brunswick Middle School: $20K across 2 grantsNew Brunswick Middle School$20K · 2 grantsRutgers University Foundation: $20K across 2 grantsRutgers University Foundation$20K · 2 grantsMonmouth University Inc: $11K across 2 grantsMonmouth University Inc$11K · 2 grantsNeptune Township School District: $8K across 2 grantsNeptune Township SchoolDistrict$8K · 2 grantsHarmony Program: $5KHarmony Program$5K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
New Brunswick Middle School New Brunswick, NJto supplement the music department budget for the academic year collaboration$20,000
MONMOUTH UNIVERSITY INC W Long Branch, NJMonmouth University Summer Music Camp Tuition Remission fund$10,000
RUTGERS UNIVERSITY FOUNDATION New Brunswick, NJMusic Education Scholarship Fund$10,000
RUTGERS UNIVERSITY FOUNDATION New Brunswick, NJLondon Band Week$10,000
NEPTUNE TOWNSHIP SCHOOL DISTRICT Neptune, NJVPA (Visual and Performing Arts) Department - Free summer music program$7,500
HARMONY PROGRAM New York, NYGeneral & Unrestricted$5,000
MONMOUTH UNIVERSITY INC W Long Branch, NJMusic Occupational Therapy Department$603
New Brunswick Middle School New Brunswick, NJGeneral & Unrestricted$392
NEPTUNE TOWNSHIP SCHOOL DISTRICT Neptune, NJGeneral & Unrestricted$365

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K20242025
Metric20252024
Total Assets$25,113$10,957
Revenue$157,421$40,879
Expenses$143,265$29,922
Qualifying Distributions$142,524$29,909
Net Investment Income$17,452$16
Distributable Amount$1,188$168

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  5. IRS filings on file for fiscal year 2024

Leadership & Key People

Officers and directors from IRS filings

Instrumental Opportunity Foundation is led by Kelson Lumpkin, Director, President, Secretary & Treasurer on every filing since 2024; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Kelson Lumpkin

    Director, President, Secretary & Treasurer

    On filings since 2024

    40 hrs/week

    $27K (2025)

  • Maria J Signore

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Matthew B Signore

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Kelson Lumpkin — Dir, Pres, Sec, Treas: $27KKelson LumpkinDir, Pres, Sec, Treas$27K

Frequently asked questions about Instrumental Opportunity Foundation

How much does Instrumental Opportunity Foundation give each year?

Instrumental Opportunity Foundation gave $64K across 9 grants in 2025, according to its 2025 IRS Form 990-PF.

What is Instrumental Opportunity Foundation's typical grant size?

Instrumental Opportunity Foundation's median grant in 2025 was $7,500, and its average grant was $7,096, across 9 grants on its 2025 IRS Form 990-PF.

Where does Instrumental Opportunity Foundation give grants?

Instrumental Opportunity Foundation gives mostly in New Jersey: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were New Brunswick, NJ (4 grants), W Long Branch, NJ (2 grants) and Neptune, NJ (2 grants).

Does Instrumental Opportunity Foundation give general operating support?

Yes: 33% of Instrumental Opportunity Foundation's 2025 grants with a stated purpose (3 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Instrumental Opportunity Foundation's largest grantees?

Instrumental Opportunity Foundation's largest 2025 grantees include New Brunswick Middle School ($20,392 across 2 grants), Rutgers University Foundation ($20,000 across 2 grants) and Monmouth University Inc ($10,603 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is Instrumental Opportunity Foundation?

Instrumental Opportunity Foundation reported $25K in total assets on its 2025 IRS Form 990-PF. It paid out $143K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Instrumental Opportunity Foundation's EIN?

Instrumental Opportunity Foundation's EIN (Employer Identification Number) is 99-2261768. IRS Form 990 filing data is available on this page for 2024–2025.

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

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