Instrumental Opportunity Foundation
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.
Instrumental Opportunity Foundation at a glance
In short: Instrumental Opportunity Foundation gave $64K across 9 grants in 2025 (avg $7K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,860
- Grants made (2025)
- 9
- Average grant
- $7,096
- Median grant
- $7,500
- Total assets
- $25,113
- +129.2% vs 2024
- Primary geography
- New Jersey (92% 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 Instrumental Opportunity Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was New Brunswick Middle School ($20K across 2 grants). Together the top 5 received $64K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 9 grants totaling $64K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Brunswick Middle School New Brunswick, NJ | to supplement the music department budget for the academic year collaboration | $20,000 |
| Monmouth University Inc W Long Branch, NJ | Monmouth University Summer Music Camp Tuition Remission fund | $10,000 |
| Rutgers University Foundation New Brunswick, NJ | Music Education Scholarship Fund | $10,000 |
| Rutgers University Foundation New Brunswick, NJ | London Band Week | $10,000 |
| Neptune Township School District Neptune, NJ | VPA (Visual and Performing Arts) Department - Free summer music program | $7,500 |
| Harmony Program New York, NY | General & Unrestricted | $5,000 |
| Monmouth University Inc W Long Branch, NJ | Music Occupational Therapy Department | $603 |
| New Brunswick Middle School New Brunswick, NJ | General & Unrestricted | $392 |
| Neptune Township School District Neptune, NJ | General & Unrestricted | $365 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $25,113 | $157,421 | $143,265 | $63,860 | 9 | $142,524 | $17,452 | $1,188 |
| 2024 | $10,957 | $40,879 | $29,922 | — | — | $29,909 | $16 | $168 |
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.
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
The highest reported compensation on the 2025 filing was $27K, to Kelson Lumpkin (Dir, Pres, Sec, Treas).
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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal year 2024
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