Self Reliance Group Inc

Private foundation · Grantmaker Burlington, IA EIN: 46-5304439

Self Reliance Group Inc is a private foundation focused on Mental Health & Crisis Intervention, based in Burlington, IA. IRS filing data is available from 2019 through 2023. As of 2023, the organization holds $81K in total assets. In 2023, it made $27K in qualifying distributions.

Self Reliance Group Inc at a glance

Total assets
$80,625
-17.5% vs 2022
Revenue (2023)
$10,044
Qualifying distributions (2023)
$27,186
+226.1% vs 2022
Expenses (2023)
$27,186
+16.2% vs 2022
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated October 2026.

Who Self Reliance Group Inc funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BurlingtonJohnstonTrenton

How Self Reliance Group Inc gives

  • In 2023 it paid out 595% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K0 grants2019 0 grants2020 0 grants2021 3 grants2022 0 grants2023

In 2022 it made 3 grants totaling $6K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Friends of Community Field Burlington, IAGeneral Contribution$4,000
Challenger Sports League Inc Johnston, IAGeneral Contribution$1,505
United States Bowling Congress Trenton, NJGeneral Contribution$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023$80,625$10,044$27,186——$27,186—$4,566
2022$97,767—$23,399$6,0053$8,336—$5,398
2021$121,166$-34,130$37,528——$30,000—$1,220
2020$192,824$68,250$4,491———$32,034$9,413
2019$129,065$142,707$16,976———$23,024$5,780

Under IRS private-foundation payout rules, Self Reliance Group Inc reported a distributable amount of $5K for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Self Reliance Group Inc is led by Jocelyn Williams, Chief Executive Officer on the 2023 filing; 1 of 10 officers listed in 2023 is compensated.

Officers on the 2023 filing

  • Jocelyn Williams

    Chief Executive Officer

    New on the 2023 filing

    40 hrs/week

    $14K (2023)

  • Charles Hixson

    President

    New on the 2023 filing

    0.5 hrs/week

    No compensation reported

  • Mitchell Taylor

    Director

    Vice President → Director, 2023

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Patrick Williams

    Director

    President → Director, 2023

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Eric Sharman

    Director

    New on the 2023 filing

    0.3 hrs/week

    No compensation reported

  • Kim Hixson

    Director

    New on the 2023 filing

    0.3 hrs/week

    No compensation reported

  • Robert Masden

    Director

    New on the 2023 filing

    0.3 hrs/week

    No compensation reported

  • Shane McCampbell

    Director

    New on the 2023 filing

    0.3 hrs/week

    No compensation reported

  • Hope Dunn

    Vice President

    New on the 2023 filing

    0.5 hrs/week

    No compensation reported

  • Lynda Hild

    Secretary

    New on the 2023 filing

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Jocelyn Williams — Chief Executive Officer (CEO): $14KJocelyn WilliamsChief Executive Officer (CEO)$14K

The highest reported compensation on the 2023 filing was $14K, to Jocelyn Williams (Chief Executive Officer (CEO)).

Frequently asked questions about Self Reliance Group Inc

How large is Self Reliance Group Inc?

Self Reliance Group Inc reported $81K in total assets on its 2023 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).

What is Self Reliance Group Inc?

Self Reliance Group Inc is a private foundation focused on Mental Health & Crisis Intervention, based in Burlington, IA. It holds $81K in total assets as of 2023.

Where does Self Reliance Group Inc operate?

Self Reliance Group Inc has awarded grants in Iowa, New Jersey.

What is Self Reliance Group Inc's EIN?

Self Reliance Group Inc's EIN (Employer Identification Number) is 46-5304439. IRS Form 990 filing data is available on this page for 2019–2023.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 21, 2022)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 25, 2022)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 27, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. IRS filings on file for fiscal years 2019–2023

Live grants for the work Self Reliance Group Inc funds

Mental Health & Crisis Intervention Open opportunities, soonest deadline first.

Explore Open Grants

Browse active grant opportunities in Self Reliance Group Inc's focus areas in our free grants database

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

Figures come from Self Reliance Group Inc'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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