Robert a Toigo Foundation logo

Robert a Toigo Foundation

Public charity · Grantmaker Oakland, CA EIN: 13-3565420 Website

Our mission is to shape the future of finance by developing leaders whose innovation, investment excellence, and human-centered leadership advance the industry and its adjacent sectors.

Robert a Toigo Foundation at a glance

In short: Robert a Toigo Foundation gave $77K across 5 grants in 2024 (avg $15K), top state Massachusetts. Source: 2024 IRS Form 990.

Annual giving (2024)
$76,500
-54.6% vs 2023
Grants made (2024)
5
-28.6% vs 2023
Average grant
$15,300
-36.4% vs 2023
Median grant
$15,000
Total assets
$4,776,533
-14.0% vs 2023
Primary geography
Massachusetts (48% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

How to apply to Robert a Toigo Foundation

Next open deadline
March 20, 2027 (Toigo LIFE (Leadership, Innovation, Finance Education))

Who Robert a Toigo Foundation funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Harvard University Business School: $30KHarvard University BusinessSchool$30KWharton School of the University of PA: $17KWharton School of theUniversity of PA$17KStanford University: $15KStanford University$15KColumbia University: $8KColumbia University$8KMassachusetts Institute of Management: $8KMassachusetts Institute ofManagement$8K

The largest 2024 recipient was Harvard University Business School ($30K). Together the top 5 received $77K.

Grant Size Distribution

12 grants across all recorded years

11<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 12 (92%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

BostonNew YorkPhiladelphiaStanfordCambridgeChicagoLos Angeles

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K0 grants2020 0 grants2021 0 grants2022 7 grants2023 5 grants2024

From 2023 to 2024, annual grant giving ranged from $77K (2024) to $169K (2023). In 2024 it made 5 grants totaling $77K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Harvard University Business School Boston, MAFellow Merit Award$29,500
Wharton School of the University of PA Philadelphia, PAFellow Merit Award$17,000
Stanford University Stanford, CAFellow Merit$15,000
Columbia University New York, NYFellow Merit$7,500
Massachusetts Institute of Management Cambridge, MAFellow Merit$7,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$4,776,533$3,732,622$4,361,676$76,5005$76,454
2023$5,555,939$3,194,233$4,756,575$168,5007$74,371
2022$7,230,304$4,408,859$3,561,689——$15,673
2021$5,902,804$4,378,914$3,243,125——$1,099
2020$4,833,373$4,494,376$3,075,161——$2,746

About Robert a Toigo Foundation

Based on IRS filings

Robert a Toigo Foundation is a public charity focused on Education, based in Oakland, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 5 grants totaling $77K. Net investment income was $76K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Robert a Toigo Foundation is led by Nancy A. Sims, President since 2023 (on filings since 2020); 5 of 33 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Nancy A. Sims

    President

    President & CEO → President, 2023

    On filings since 2020

    70 hrs/week

    $347K (2020) → $468K (2024)

  • Jose Minaya

    Chairman

    Board Member → Chairman, 2024

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mark McCombe

    Chairman

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Shannon Howell

    Director of Talent Access

    On filings since 2023

    40 hrs/week

    $131K (2023) → $147K (2024)

  • Shakeel Bhatia

    Donor Relations Manager

    On filings since 2023

    40 hrs/week

    $167K (2023) → $141K (2024)

  • Trevor Welch

    Senior Programming Coordinator

    On filings since 2023

    40 hrs/week

    $115K (2023) → $109K (2024)

  • Norah Suisala Filivaa

    Administrator Assistant & Office Manager

    New on the 2024 filing

    40 hrs/week

    $103K (2024)

  • Barry Miller

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Bryan Lewis

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Dhvani Shah

    Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Janice Cook Roberts

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jay Ferguson

    Treasurer

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jose E. Feliciano

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jose Fernandez

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mark Anson

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mary Cahill

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Sue Toigo Founder

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Scott Chan

    Board Member

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Edward Lewis

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Fran Higgins

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Jase Auby

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • John Claisse

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Kathryn Koch

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Michael Delaney

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Doston Bradley

    Board Member

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Keith Cahill

    Board Member

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Stephanie Ivy

    Board Member

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Tanaka Maswaoswe

    Board Member

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Ivelisse Simon

    Board Member

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Kelli Washington

    Board Member

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Marcie Frost

    Board Member

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Robert O'Leary

    Board Member

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Steve Martinez

    Board Member

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

Former officers (20)
  • Former: James Williams (2020–2023) — Board Member
  • Former: James Zelter (2020–2023) — Board Member
  • Former: Kelly Williams (2020–2023) — Co-Chair
  • Former: Marcos Rodriguez (2020–2023) — Board Member
  • Former: Steve Voss (2020–2023) — Board Member
  • Former: Ted Eliopolous (2020–2023) — Board Member
  • Former: Matthew Johnson (2023) — Senior Associate
  • Former: Kristy Posocco (2020–2022) — Director of Mba Programming
  • Former: Albert Cruz (2022) — Director of Philanthropy
  • Former: Alan Bowser (2020–2021) — Board Member
  • Former: Alex Taylor (2020–2021) — Board Member
  • Former: Angel Stewart (2020–2021) — Director of Talent Management
  • Former: Anthony J. De Nicola (2020–2021) — Board Member
  • Former: David A. Hunt (2020–2021) — Board Member
  • Former: Francis Idehen (2020–2021) — Board Member
  • Former: Henry Jones (2020–2021) — Board Member
  • Former: Sylvia Bell (2020–2021) — Board Member
  • Former: Troy Jenkins (2020–2021) — Board Member
  • Former: Joel Wittenberg (2020) — Board Member
  • Former: Nerissa Thomas-Shakur (2020) — Director of Institutional Eng.

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Nancy a Sims — President: $468KNancy a SimsPresident$468KShannon Howell — Director of Talent Access: $147KShannon HowellDirector of Talent Access$147KShakeel Bhatia — Donor Relations Manager: $141KShakeel BhatiaDonor Relations Manager$141KTrevor Welch — Senior Programming Coordinator: $109KTrevor WelchSenior Programming Coordinator$109KNorah Suisala Filivaa — Admin Assist/Office MGR: $103KNorah Suisala FilivaaAdmin Assist/Office MGR$103K

The highest reported compensation on the 2024 filing was $468K, to Nancy a Sims (President). 5 officers or directors reported compensation on that filing.

Frequently asked questions about Robert a Toigo Foundation

How much does Robert a Toigo Foundation give each year?

Robert a Toigo Foundation gave $77K across 5 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $169K across 7 grants.

What is Robert a Toigo Foundation's typical grant size?

Robert a Toigo Foundation's median grant in 2024 was $15,000, and its average grant was $15,300, across 5 grants on its 2024 IRS Form 990.

Where does Robert a Toigo Foundation give grants?

Robert a Toigo Foundation's top state is Massachusetts, with 48% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were Pennsylvania (22%) and California (20%).

Does Robert a Toigo Foundation give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on Robert a Toigo Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Fellow Merit" (3 grants).

Who are Robert a Toigo Foundation's largest grantees?

Robert a Toigo Foundation's largest 2024 grantees include Harvard University Business School ($29,500), Wharton School of the University of PA ($17,000) and Stanford University ($15,000), according to its 2024 IRS Form 990. Together they received 80% of its itemized 2024 grant dollars.

How large is Robert a Toigo Foundation?

Robert a Toigo Foundation reported $4.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.7M.

What is Robert a Toigo Foundation?

Robert a Toigo Foundation is a public charity focused on Education, based in Oakland, CA. It holds $4.8M in total assets as of 2024.

What is Robert a Toigo Foundation's EIN?

Robert a Toigo Foundation's EIN (Employer Identification Number) is 13-3565420. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS October 13, 2025)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert a Toigo 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.

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