Moving Forward Towards Independence is a private foundation focused on Human Services, based in NAPA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it made $28K in qualifying distributions. Net investment income was $11K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.6M
+24.1% YoY
Revenue
$2.5M
+7.2% YoY
Qualifying Distributions
$28K
-80.9% YoY
Expenses
$2.2M
+4.9% YoY
About Moving Forward Towards Independence
Based on IRS filings
Moving Forward Towards Independence is a private foundation focused on Human Services, based in NAPA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it made $28K in qualifying distributions. Net investment income was $11K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,552,871 | $1,251,766 | $1,008,211 |
| Revenue | $2,534,486 | $2,364,580 | $1,988,654 |
| Expenses | $2,248,988 | $2,143,515 | $2,141,976 |
| Qualifying Distributions | $28,279 | $148,004 | $310,475 |
| Net Investment Income | $10,952 | $25,086 | $5,342 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lisa Hooks | Secretary | 1 | — |
| Bryan Daniels | Board Member | 1 | — |
| Marita Musante | President | 10 | — |
| Daphne O'Regan | Board Member | 1 | — |
| Sue Samuel | Board Member | 1 | — |
| Tim Ennis | Director | 1 | — |
| Barbara Montaldo | Co-Exec Direct. | 40 | $102,789 |
| Mark Goodenough | Co-Exec Direct. | 40 | $112,939 |
| Serena Williams | Director | 1 | — |
| Jamie Thompson | Director | 1 | — |
| Willa McManmon | Treasurer | 1 | — |
| David Pyle | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Moving Forward Towards Independence?
Moving Forward Towards Independence is a private foundation focused on Human Services, based in NAPA, CA. It holds $1.6M in total assets as of 2025.
How large is Moving Forward Towards Independence?
As of 2025, Moving Forward Towards Independence holds $1.6M in total assets with $2.5M in annual revenue.
What is Moving Forward Towards Independence's EIN?
Moving Forward Towards Independence's EIN (Employer Identification Number) is 94-3359635. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Moving Forward Towards Independence's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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