To provide financial support for the development and delivery of educational, therapeutic, and school related programs that serve students and young adults with intellectual and developmental disabilities and unique learning needs in the Washington, DC metropolitan area.
Key facts about Ivymount Foundation Inc
In short: Ivymount Foundation Inc gave $676K across 1 grant in 2025 (avg $676K), mostly in Maryland. Source: 2025 IRS Form 990.
- EIN
- 20-1832991
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $675,917
- Grants made (2025)
- 1
- Average grant
- $675,917
- Median grant
- $675,917
- Total assets
- $8,519,342
- Primary geography
- Maryland (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$8.5M
+6.8% YoY
Annual Giving
$676K
-8.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$676K
-8.3% YoY
How Ivymount Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Ivymount Foundation Inc
Based on IRS filings
Ivymount Foundation Inc is a public charity focused on Education, based in Rockville, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.5M in total assets. In 2025, it awarded 1 grant totaling $676K. Net investment income was $439K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $254K (2020) to $737K (2024). In 2025 it made 1 grant totaling $676K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Ivymount School ($676K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Ivymount School Potomac, MD | Special Projects Grant | $675,917 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,519,342 | $7,975,033 | $8,341,400 |
| Revenue | $685,142 | $1,611,758 | $746,996 |
| Expenses | $1,326,003 | $1,720,639 | $868,362 |
| Net Investment Income | $439,125 | $722,260 | $556,996 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS March 18, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 22, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS March 2, 2026)
Leadership & Key People
Officers and directors from IRS filings
Ivymount Foundation Inc is led by Susan Holt, CEO on every filing since 2020; none of the 17 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Holt
CEO
On filings since 2020
2 hrs/week
No compensation reported
Rob Wanerman
President
Vice President → President, 2023
On filings since 2021
2 hrs/week
No compensation reported
Lee-Nadine Oppenheim
Director of Finance & Operations
Director of Finance & Operati → Director of Finance & Operations, 2025
On filings since 2020
2 hrs/week
No compensation reported
Sam Niknia
Director
On filings since 2020
2 hrs/week
No compensation reported
Jack Bienko
Director
On filings since 2021
2 hrs/week
No compensation reported
Mat Adler
Director
On filings since 2021
2 hrs/week
No compensation reported
Myrna Mulholland
Director
On filings since 2022
2 hrs/week
No compensation reported
Eric Lee
Director
On filings since 2024
2 hrs/week
No compensation reported
Nick Zemil
Director
On filings since 2024
2 hrs/week
No compensation reported
Sean Coakley
Director
On filings since 2024
2 hrs/week
No compensation reported
Dena Patel
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Ed Clarke
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Maristela Monteiro
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Mike Prather
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Gary Aiken
Treasurer
Director → Treasurer, 2023
On filings since 2022
2 hrs/week
No compensation reported
Alex Ratnofsky
Secretary
Director → Secretary, 2025
On filings since 2024
2 hrs/week
No compensation reported
Jeff Fischer
Vice President
On filings since 2024
2 hrs/week
No compensation reported
Former officers (22)
- Former: Bobby Rassuli (2020–2024) — Director
- Former: Jim Pope (2020–2024) — Director
- Former: Amy Raskin (2021–2024) — Director
- Former: Dean Halstead (2021–2024) — Director
- Former: Regina Barry (2021–2024) — Director
- Former: Molly Whalen (2024) — Director
- Former: Katie Bucklew (2020–2023) — Director
- Former: Laura Duvelius (2020–2023) — Chief Development Officer
- Former: Matt Weirich (2021–2023) — Director
- Former: Brent Polkes (2020–2022) — Director
- Former: Deborah Ellick (2020–2022) — Director
- Former: Eric Lancaster (2020–2022) — Director
- Former: Harvey Stern (2020–2022) — Secretary
- Former: Matt Watson (2020–2022) — Treasurer
- Former: Rick Gersten (2020–2022) — President
- Former: Allyson McMahon (2021–2022) — Director
- Former: Don Koch (2021–2022) — Director
- Former: Jennifer Wolfsheimer (2020–2021) — Director
- Former: Molly Meegan (2020–2021) — Immediate Past President
- Former: Ally McMahon (2020) — Director
- Former: Dean Halstead Wanerman (2020) — Director
- Former: Ken Jones (2020) — Immediate Past President
Data from IRS Form 990 filings, 2020–2025. "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 Ivymount Foundation Inc
How much does Ivymount Foundation Inc give each year?
Ivymount Foundation Inc gave $676K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $737K across 1 grant.
How large is Ivymount Foundation Inc?
Ivymount Foundation Inc reported $8.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $685K.
What is Ivymount Foundation Inc?
Ivymount Foundation Inc is a public charity focused on Education, based in Rockville, MD. It holds $8.5M in total assets as of 2025.
Where does Ivymount Foundation Inc operate?
Ivymount Foundation Inc has awarded grants in Maryland.
What is Ivymount Foundation Inc's EIN?
Ivymount Foundation Inc's EIN (Employer Identification Number) is 20-1832991. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Ivymount Foundation Inc by hand.
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