Sagamore Inc
An indianapolis-based nonprofit, nonpartisan public policy research organization or "think tank." it is our mission to research and analyze difficult issues and to connect the best ideas with leaders who can transform them into smarter policy and improved practice.
Sagamore Inc at a glance
In short: Sagamore Inc gave $2.2M across 9 grants in 2025 (avg $242K), top state New York. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,180,949
- +107.7% vs 2024
- Grants made (2025)
- 9
- +125.0% vs 2024
- Average grant
- $242,328
- -7.7% vs 2024
- Median grant
- $67,360
- Total assets
- $19,518,915
- -6.1% vs 2024
- Primary geography
- New York (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated November 2026.
Who Sagamore Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Southern Communities Initiative ($888K). Together the top 9 received $2.2M.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 8 grants of 31 (26%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Sagamore Inc gives
- Giving grew 216% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $679K (2023) to $3.2M (2021). In 2025 it made 9 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Communities Initiative New York City, NY | GRANTS | $888,000 |
| Center for Serving Leadership Pittsburg, PA | GRANTS | $521,511 |
| Duke University Durham, NC | GRANTS | $370,000 |
| Declare Worship Community Indianapolis, IN | GRANTS | $146,682 |
| Common Table Collaborative Inc Indianapolis, IN | GRANTS | $67,360 |
| Commonwealth Impact Fnd Indianapolis, IN | GRANTS | $66,800 |
| India Collective Southport, CT | GRANTS | $60,000 |
| Carnegie Mellon University Pittsburgh, PA | GRANTS | $50,000 |
| Family Hope Inc Carmel, IN | GRANTS | $10,596 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $19,518,915 | $23,771,497 | $24,600,542 | $2,180,949 | 9 | $612,079 |
| 2024 | $20,781,071 | $23,248,783 | $18,759,819 | $1,050,261 | 4 | $481,462 |
| 2023 | $15,774,857 | $16,762,794 | $13,902,629 | $678,565 | 5 | $350,206 |
| 2022 | $13,251,995 | $15,197,658 | $16,525,932 | $690,960 | 7 | $104,924 |
| 2021 | $13,977,659 | $19,355,363 | $14,835,776 | $3,248,619 | 6 | $6,126 |
| 2020 | $9,305,298 | $13,086,562 | $11,630,285 | $1,007,683 | 15 | $29,391 |
About Sagamore Inc
Based on IRS filings
Sagamore Inc is a public charity focused on public and societal benefit, based in Indianapolis, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $19.5M in total assets. In 2025, it awarded 9 grants totaling $2.2M. Net investment income was $612K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Sagamore Inc is led by Jay F. Hein, CEO since 2025 (on filings since 2020); 13 of 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jay F. Hein
CEO
President → Chief Executive Officer, 2022
Chief Executive Officer → CEO, 2025
On filings since 2020
40 hrs/week
$182K (2020) → $268K (2025)
David Palmer
CEO - Purposeful Design
Manager - Purposeful Design & Llc → CEO - Purposeful Design, 2025
On filings since 2022
40 hrs/week
$134K (2022) → $153K (2025)
Teresa S. Lubbers
President
On filings since 2022
40 hrs/week
$50K (2022) → $199K (2025)
Allison Barber
Chair
Director → Chair, 2022
On filings since 2021
1 hr/week
No compensation reported
Laurel A. Vandenberg
Director - Educational Opportunities
On filings since 2023
40 hrs/week
$101K (2023) → $110K (2025)
Eric R. Doden
Director - Renewing Cities
New on the 2025 filing
40 hrs/week
$102K (2025)
Marguerite C. Carter
Sales Director - Purposeful Design
New on the 2025 filing
40 hrs/week
$129K (2025)
Jean Wojtowicz
Director
Vice Chair → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Sam Odle
Director
On filings since 2021
1 hr/week
No compensation reported
Dan Coats
Director
On filings since 2024
1 hr/week
No compensation reported
Dan Peterson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Lisa Hershman
Director
New on the 2025 filing
1 hr/week
No compensation reported
Pat Roe
Director
New on the 2025 filing
1 hr/week
No compensation reported
Brian Schmidt
COO - Purposeful Design
Manager - Purposeful Design & Llc → COO - Purposeful Design, 2025
On filings since 2022
40 hrs/week
$134K (2022) → $171K (2025)
Brady Roberts
Vice President - Sales-Purposeful Design
Sales - Purposeful Design → Vice President - Sales-Purposeful Design, 2025
On filings since 2024
40 hrs/week
$109K (2024) → $142K (2025)
Abhishek Chaudhary
Senior Fellow for Mental Health & Community Wellbeing
New on the 2025 filing
40 hrs/week
$157K (2025)
Henry J. Hendrix
Senior Fellow
New on the 2025 filing
40 hrs/week
$189K (2025)
Julie M. Grice
Cro
New on the 2025 filing
40 hrs/week
$105K (2025)
Matthew Jesch
Vice President - Production-Purposeful Design
New on the 2025 filing
40 hrs/week
$125K (2025)
Robert F. Panos
Vice President
New on the 2025 filing
40 hrs/week
$104K (2025)
Claudia Cummings
Secretary
Director → Secretary, 2021
On filings since 2020
1 hr/week
No compensation reported
Craig Westrick
Treasurer
Director → Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
Dayton Molendorp
Vice Chair - Start of
Secretary → Vice Chair, 2021
Vice Chair → Vice Chair - Start of, 2025
On filings since 2020
1 hr/week
No compensation reported
Tim George
Vice Chair -
Director → Vice Chair -, 2025
On filings since 2024
1 hr/week
No compensation reported
Former officers (15)
- Former: Doug Wilson (2020–2024) — Director
- Former: Katie Mote (2020–2024) — Past Chair
- Former: Rob Panos (2020–2024) — Chief of Staff
- Former: Earl Martin Phalen (2021–2024) — Director
- Former: Margaret Carter (2024) — Sales - Purposeful Design
- Former: Matt Jesch (2024) — Manager - Purposeful Design & Llc
- Former: Rich Westlake (2020–2023) — Chief Financial Officer
- Former: Blair Milo (2022–2023) — Director - Center Talent & Oppo
- Former: Daniel M. Cahalen (2023) — Senior Fellow
- Former: Jerry D. Semler (2020–2022) — Director
- Former: Chris Lowery (2020–2021) — Past Chair
- Former: Mike Humphrey (2021) — Director
- Former: David Helmer (2020) — Director
- Former: Jim Morris (2020) — Director
- Former: Michael Bucchi (2020) — Treasurer
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $268K, to Jay F Hein (CEO). 13 officers or directors reported compensation on that filing.
Frequently asked questions about Sagamore Inc
How much does Sagamore Inc give each year?
Sagamore Inc gave $2.2M across 9 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.1M across 4 grants.
What is Sagamore Inc's typical grant size?
Sagamore Inc's median grant in 2025 was $67,360, and its average grant was $242,328, across 9 grants on its 2025 IRS Form 990.
Where does Sagamore Inc give grants?
Sagamore Inc's top state is New York, with 41% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Pennsylvania (26%) and North Carolina (17%). The most frequent recipient cities were Indianapolis, IN (3 grants).
Does Sagamore Inc give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Sagamore Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Grants" (9 grants).
Who are Sagamore Inc's largest grantees?
Sagamore Inc's largest 2025 grantees include Southern Communities Initiative ($888,000), Center for Serving Leadership ($521,511) and Duke University ($370,000), according to its 2025 IRS Form 990. Together they received 82% of its itemized 2025 grant dollars.
How large is Sagamore Inc?
Sagamore Inc reported $19.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $23.8M.
What is Sagamore Inc?
Sagamore Inc is a public charity focused on public and societal benefit, based in Indianapolis, IN. It holds $19.5M in total assets as of 2025.
What is Sagamore Inc's EIN?
Sagamore Inc's EIN (Employer Identification Number) is 20-1161578. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS September 16, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS November 1, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 24, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 5, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Sagamore Inc funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Sagamore Inc's focus areas in our free grants database
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More similar funders
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Sagamore Inc down — hundreds of funders to go?