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.
Key facts about Robert a Toigo Foundation
- EIN
- 13-3565420
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $76,500
- Grants made (2024)
- 5
- Average grant
- $15,300
- Median grant
- $15,000
- Total assets
- $4,776,533
- Primary geography
- Massachusetts (48% of itemized 2024 grant dollars)
- Next open deadline
- March 20, 2027 (Toigo LIFE (Leadership, Innovation, Finance Education))
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert a Toigo Foundation funds
By grant dollars, the top recipient states for Robert a Toigo Foundation's 5 itemized 2024 grants were Massachusetts (48%), Pennsylvania (22%) and California (20%). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Fellow Merit" (3 grants).
Next steps with Robert a Toigo Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
-14.0% YoY
Annual Giving
$77K
-54.6% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$15K
-36.4% YoY
About Robert a Toigo Foundation
Based on IRS filings
Robert a Toigo Foundation is a nonprofit organization 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
Ready to take the next step with Robert a Toigo Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,776,533 | $5,555,939 | $7,230,304 |
| Revenue | $3,732,622 | $3,194,233 | $4,408,859 |
| Expenses | $4,361,676 | $4,756,575 | $3,561,689 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $76,454 | $74,371 | $15,673 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
12 grants across all recorded years
Open Grants
1 open opportunity from Robert a Toigo Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Harvard University Business School ($29,500), Wharton School of the University of PA ($17,000), Stanford University ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HARVARD UNIVERSITY BUSINESS SCHOOL Boston, MA | FELLOW MERIT AWARD | $29,500 |
| WHARTON SCHOOL OF THE UNIVERSITY OF PA Philadelphia, PA | FELLOW MERIT AWARD | $17,000 |
| STANFORD UNIVERSITY Stanford, CA | FELLOW MERIT | $15,000 |
| COLUMBIA UNIVERSITY New York, NY | FELLOW MERIT | $7,500 |
| MASSACHUSETTS INSTITUTE OF MANAGEMENT Cambridge, MA | FELLOW MERIT | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Nancy a Sims | President | 70 | $468,123 |
| Shannon Howell | Director of Talent Access | 40 | $147,443 |
| Shakeel Bhatia | Donor Relations Manager | 40 | $140,611 |
| Trevor Welch | Senior Programming Coordinator | 40 | $108,500 |
| Norah Suisala Filivaa | Admin Assist/Office MGR | 40 | $103,100 |
| Mark McCombe | CHAIRMAN (Thru 5/2024) | 0.5 | — |
| Jose Minaya | Chairman (start 5/2024) | 0.5 | — |
| Jay Ferguson | Treasurer | 0.5 | — |
| Dhvani Shah | Secretary | 0.5 | — |
| Sue Toigo Founder | Board Member | 0.5 | — |
| Mark Anson | Board Member | 0.5 | — |
| Jase Auby | Board Member | 0.5 | — |
| Doston Bradley | Board Member | 0.5 | — |
| Keith Cahill | Board Member | 0.5 | — |
| Mary Cahill | Board Member | 0.5 | — |
| Scott Chan | Board Member | 0.5 | — |
| John Claisse | Board Member | 0.5 | — |
| Michael Delaney | Board Member | 0.5 | — |
| Jose E Feliciano | Board Member | 0.5 | — |
| Jose Fernandez | Board Member | 0.5 | — |
| Fran Higgins | Board Member | 0.5 | — |
| Stephanie Ivy | Board Member | 0.5 | — |
| Kathryn Koch | Board Member | 0.5 | — |
| Bryan Lewis | Board Member | 0.5 | — |
| Edward Lewis | Board Member | 0.5 | — |
| Tanaka Maswaoswe | Board Member | 0.5 | — |
| Barry Miller | Board Member | 0.5 | — |
| Janice Cook Roberts | Board Member | 0.5 | — |
| Steve Martinez | Board Member | 0.5 | — |
| Robert O'Leary | BOARD MEMBER (start 10/2024) | 0.5 | — |
| Ivelisse Simon | Board Member | 0.5 | — |
| Kelli Washington | Board Member | 0.5 | — |
| Marcie Frost | Board Member | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert a Toigo Foundation?
Robert a Toigo Foundation is a nonprofit organization focused on Education, based in Oakland, CA. It holds $4.8M in total assets as of 2024.
How large is Robert a Toigo Foundation?
As of 2024, Robert a Toigo Foundation holds $4.8M in total assets with $3.7M in annual revenue. It awarded 5 grants totaling $77K in 2024.
Where does Robert a Toigo Foundation operate?
Robert a Toigo Foundation has awarded grants in California, Illinois, Massachusetts, New York, Pennsylvania.
What size grants does Robert a Toigo Foundation award?
In 2024, Robert a Toigo Foundation awarded 5 grants totaling $77K — an average of about $15K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.