Million Dollar Round Table Foundation
The Million Dollar Round Table Foundation is a public charity based in Park Ridge, Illinois. It is the charitable arm of the Million Dollar Round Table, a global membership of financial advisors, and supports charitable organizations worldwide through grants connected to MDRT members.
Million Dollar Round Table Foundation at a glance
In short: Million Dollar Round Table Foundation gave $910K across 43 grants in 2025 (avg $21K), top state California. 51% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $909,938
- +23.4% vs 2024
- Grants made (2025)
- 43
- +38.7% vs 2024
- Average grant
- $21,161
- -11.0% vs 2024
- Median grant
- $10,000
- Total assets
- $38,843,251
- +4.2% vs 2024
- New grantees (estimate)
- 51% first-time grantees (22 of 43, 2025)
- Primary geography
- California (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Million Dollar Round Table Foundation
- How to Apply
-
The Foundation describes a Global Grants application process for charities worldwide. Its website says grant funding has a connection to an MDRT member; the 2023 filing also describes eligibility and documentation requirements.
- Contact
Mailing address: 325 W Touhy Avenue, Park Ridge, IL 60068
Phone: (847) 692-6378
Website: https://mdrtfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Million Dollar Round Table Foundation
Who Million Dollar Round Table Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Seva Foundation ($276K). Together the top 10 received $624K.
Grant Size Distribution
173 grants across all recorded years
The most common grant size was under $50K: 157 grants of 173 (91%).
Geographic Focus
Where this funder awards grants
The Foundation says it funds charitable organizations worldwide. In filing year 2025, the largest shares of grant dollars by recipient state went to California (38%), Hawaii (13%), Illinois (7%), Tennessee (6%), and Louisiana (5%).
Grant Distribution by State
Share of 2025 grant dollars across all 43 itemized grants.
States
Cities
Is Million Dollar Round Table Foundation open to new grantees?
51%
first-time grantees, 2025
In 2025, 22 of 43 grantees (51%) were first-time recipients. First grants averaged $27K; repeat grants $15K. How we count
Medians: $7K first-time, $10K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $332K (2021) to $910K (2025). In 2025 it made 43 grants totaling $910K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Seva Foundation Berkeley, CA | Help Restore Sight | $275,953 |
| Hawaii Institute of Pacific Agriculture Kapaau, HI | Teach Regenerative Agriculture | $117,905 |
| Life Happens Kaplan, LA | Family Services | $50,000 |
| Love Without Boundaries Foundation Saint Petersburg, FL | Children Welfare | $50,000 |
| Goodr Foundation Atlanta, GA | Fight Hunger | $25,000 |
| Oregon State University Foundation Corvallis, OR | Humans Services | $25,000 |
| High Sierra Animal Rescue Portola, CA | Rescue Animals | $20,000 |
| Not Abandoned Kirkland, WA | Empowerment Through Holistic Programs | $20,000 |
| Outreach Inc Uniontown, IA | Fight Hunger | $20,000 |
| Surge for Water Chicago, IL | Water Solutions | $20,000 |
Ready to take the next step with Million Dollar Round Table Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $38,843,251 | $3,313,938 | $2,633,600 | $909,938 | 43 | $1,425,805 |
| 2024 | $37,279,866 | $2,879,720 | $2,383,412 | $737,320 | 31 | $1,161,038 |
| 2023 | $33,715,111 | $1,984,618 | $2,292,293 | $774,220 | 41 | $283,578 |
| 2022 | $32,121,511 | $3,474,556 | $2,185,060 | $640,265 | 36 | $1,594,876 |
| 2021 | $36,494,105 | $4,845,790 | $2,120,783 | $331,530 | 22 | $2,968,140 |
| 2020 | $31,319,629 | $1,891,127 | $2,152,860 | $823,277 | 45 | $268,956 |
| 2019 | $29,949,373 | $1,930,198 | $2,118,613 | $809,003 | 39 | $426,343 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Foundation’s mission is to give to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. Its website describes funding a wide range of charities and social service programs, including work related to children in need, education, job training, food insecurity, health and wellness, mental health, and poverty alleviation. It says all funding awarded to organizations has a connection to an MDRT member.
Its 2025 grantees illustrate the range of organizations supported. Seva Foundation says it works with partners to preserve and restore sight; Hawaii Institute of Pacific Agriculture describes its work in sustainability, agriculture, and service to youth and communities; and Love Without Boundaries Foundation says it provides healing, education, and refuge to vulnerable children. Other grantees include organizations whose stated missions concern animal rescue, clean water, and feeding people experiencing hunger.
Grantmaking
In filing year 2025, the Foundation reported 43 grants totaling $909,938. Grant amounts ranged from $6,000 to $275,953, with a median grant of $10,000. The largest awards included $275,953 to Seva Foundation for sight restoration, $117,905 to Hawaii Institute of Pacific Agriculture for regenerative agriculture education, and $50,000 each to Life Happens for family services and Love Without Boundaries Foundation for child welfare.
Other reported awards included $25,000 to Goodr Foundation to fight hunger and $20,000 each to High Sierra Animal Rescue, Not Abandoned, Outreach Inc, and Surge for Water. The Foundation’s website describes its Global Grants program as inviting charities worldwide to apply. It says awards are determined through an application process, Foundation policy, or by the board of trustees. The 2023 filing states that eligible recipients must operate as not-for-profits for charitable purposes. Potential grantees are required to provide financial statements, budgets, and documentation of charitable purpose; U.S.-based applicants must also provide IRS documentation of 501(c)(3) status. Recipients are asked to report how grant funds were used for the funded project.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alessandro M Forte as president, Andrew C Lord as immediate past president, David C Blake as vice president, Heather Lindsley as secretary, and Timothy Daniel Clairmont as treasurer. It lists John R Benton Jr, Johan Fanggara, Julianne Hertel, Thian Lung Jong, and Jennifer P Mann as trustees.
Million Dollar Round Table Foundation is led by Alessandro M. Forte Fcii CFP, President since 2025 (on filings since 2024); none of the 22 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alessandro M. Forte Fcii CFP
President
Vice President → President, 2025
On filings since 2024
1 hr/week
No compensation reported
Michele L. Stauff Cfre
Executive Director
On filings since 2024
40 hrs/week
No compensation reported
Ross Vanderwolf CFP
Trustee
Executive Officio → Trustee, 2023
On filings since 2020
0.5 hrs/week
No compensation reported
Cheng Huann Yeoh Chfc Clu
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
John R. Benton Jr Chfc Cltc
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Miliana Marten Cfp Aepp
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Addie Murdock
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Johan Fanggara CFP
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Julianne Hertel Clu Chfc
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Paresh B. Shah CFP
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Thian Lung Jong
Trustee
On filings since 2024
0.5 hrs/week
No compensation reported
Dana Mitchell Cfp Clu
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Gary Metcalf Dippfs
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Hu Mong Mong Siem
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Jennifer P. Mann MBA CFP
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Wong Hui Delia
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
David C. Blake
Vice President
Treasurer → Secretary, 2024
Secretary → Vice President, 2025
On filings since 2019
1 hr/week
No compensation reported
Karen Matts
Manager of Strategic Partnerships
Global Development Manager → Manager of Strategic Partnerships, 2025
On filings since 2022
40 hrs/week
No compensation reported
Andrew C. Lord Clu Chfc
Immediate Past President
Vice President → President, 2024
President → Immediate Past President, 2025
On filings since 2023
1 hr/week
No compensation reported
Heather Lindsley Lutcf Ricp
Secretary
Trustee → Treasurer, 2024
Treasurer → Secretary, 2025
On filings since 2023
1 hr/week
No compensation reported
Gregory B. Gagne Chfc Chfc
Executive Committee Liason
New on the 2025 filing
0.3 hrs/week
No compensation reported
Timothy Daniel Clairmont Msfs Lacp
Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (53)
- Former: Adrian P. Baker Dippfs (2023–2024) — Immediate Past President
- Former: Aurora L. Tancock Flmi CFP (2023–2024) — Trustee
- Former: Mohamad Manmohan Abdullah Chfc Clu (2023–2024) — Trustee
- Former: Simon John Gibson Dippfs (2023–2024) — Trustee
- Former: Timothy Daniel Clairmont Cfp Msfs (2023–2024) — Trustee
- Former: Peggy Tsai Rfp Ccfp (2024) — Executive Committee Liason
- Former: Michele L. Stauff (2019–2023) — Executive Director
- Former: Aleen M. Swofford Clu Chfc (2023) — Trustee
- Former: Alessandro M. Forte Fcii Fpfs (2023) — Secretary
- Former: Brian P. Walsh Clu Chfc (2023) — Immediate Past President
- Former: Julianne Hertel Clu Cltc (2023) — Trustee
- Former: Michael P. Austin Cfp Chfc (2023) — Trustee
- Former: Randy L. Scritchfield Cfp Lutcf (2023) — Executive Committee Liaison
- Former: Thomas R. McCoy Cltc (2023) — Trustee
- Former: Alessandro M. Forte (2019–2022) — Officer & Treasurer
- Former: Brian Walsh (2019–2022) — Immediate Past President
- Former: Jerry D. Semler (2019–2022) — Trustee Emeritus
- Former: Jim Silbernagel (2019–2022) — Trustee
- Former: John F. Nichols (2019–2022) — President
- Former: Adrian Baker (2020–2022) — Vice President
- Former: Elaine Milne (2020–2022) — Trustee
- Former: Jay Definis (2020–2022) — Trustee
- Former: Pecky Wong (2020–2022) — Trustee
- Former: Priti Kucheria (2020–2022) — Trustee
- Former: Aleen M. Swofford (2021–2022) — Trustee
- Former: Michael P. Austin (2021–2022) — Trustee
- Former: Thomas R. McCoy (2021–2022) — Trustee
- Former: Andrew Lord (2022) — Officer & Secretary
- Former: Heather Lindsley (2022) — Trustee
- Former: Ian Green (2022) — Executive Committee Liaison
- Former: Mark Hanna (2022) — Trustee
- Former: Mohamad Abdullah (2022) — Trustee
- Former: Simon Gibson (2022) — Trustee
- Former: Timothy Clairmont (2022) — Trustee
- Former: Andy Lord (2019–2021) — Officer & Treasurer
- Former: Brad Myers (2019–2021) — Trustee
- Former: Brian G. Tarpey (2019–2021) — Immediate Past President
- Former: Meila McKitty (2020–2021) — Trustee
- Former: Regina Bedoya (2021) — Executive Officio
- Former: Ana Sofia Rodriguez (2019–2020) — Trustee
- Former: Derek Reed (2019–2020) — Trustee
- Former: Mike McNeil (2019–2020) — Trustee
- Former: Sam Baldwin (2019–2020) — Trustee
- Former: Wendy Boyd (2019–2020) — Trustee
- Former: Ted Rusinoff (2020) — Immediate Past President
- Former: Caroline Kheng (2019) — Trustee
- Former: Jim Pittman (2019) — Executive Officio
- Former: Laura McGrady (2019) — Director of Finance
- Former: Marc A. Silverman (2019) — Immediate Past President
- Former: Meila McKitty Plummer (2019) — Trustee
- Former: Peter Hill (2019) — Trustee
- Former: Rand Harbert (2019) — Trustee
- Former: Theodore Rusinoff (2019) — President
Data from IRS Form 990 filings, 2019–2025. "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 Million Dollar Round Table Foundation
How much does Million Dollar Round Table Foundation give each year?
Million Dollar Round Table Foundation gave $910K across 43 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $737K across 31 grants.
What is Million Dollar Round Table Foundation's typical grant size?
Million Dollar Round Table Foundation's median grant in 2025 was $10,000, and its average grant was $21,161, across 43 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Million Dollar Round Table Foundation that year got $27K on average.
Where does Million Dollar Round Table Foundation give grants?
Million Dollar Round Table Foundation's top state is California, with 38% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Hawaii (13%) and Illinois (7%). The most frequent recipient cities were Chicago, IL (3 grants) and Atlanta, GA (2 grants).
Does Million Dollar Round Table Foundation give general operating support?
Not in 2025: none of the 43 grants with a stated purpose on Million Dollar Round Table Foundation's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Fight Hunger" (3 grants) and "Family Services" (3 grants).
Who are Million Dollar Round Table Foundation's largest grantees?
Million Dollar Round Table Foundation's largest 2025 grantees include Seva Foundation ($275,953), Hawaii Institute of Pacific Agriculture ($117,905) and Life Happens ($50,000), according to its 2025 IRS Form 990. Together they received 49% of its itemized 2025 grant dollars.
How large is Million Dollar Round Table Foundation?
Million Dollar Round Table Foundation reported $38.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.3M.
What does Million Dollar Round Table Foundation fund?
The Foundation’s mission is to give to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. See mission & focus areas ↑
How do I apply for a grant from Million Dollar Round Table Foundation?
The Foundation describes a Global Grants application process for charities worldwide. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Million Dollar Round Table Foundation's EIN?
Million Dollar Round Table Foundation's EIN (Employer Identification Number) is 36-6080766. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS July 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 24, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS December 16, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Million Dollar Round Table Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Million Dollar Round Table Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/million-dollar-round-table-foundation-morg_7f0f37ca79834a31bf1ae6ff29a998e9
BibTeX
@misc{grantable_366080766_2026,
author = {{Grantable}},
title = {{Million Dollar Round Table Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/million-dollar-round-table-foundation-morg_7f0f37ca79834a31bf1ae6ff29a998e9},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Million Dollar Round Table Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Million Dollar Round Table Foundation down — hundreds of funders to go?