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.
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
Share of all 9 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
9 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- 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
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
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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