The Attorney - CPA Foundation
It promotes scholarly research and academic excellence in these two fields with a special emphasis on areas where Law and Accounting intersect or overlap. It promotes education of individuals studying in these joint areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
+2.3% YoY
Annual Giving
$65K
Grant Count
4
Avg Grant Size
$16K
About The Attorney - CPA Foundation
Based on IRS filings
The Attorney - CPA Foundation is a nonprofit organization, based in CLEVELAND, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $44K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,735,910 | $1,697,053 | $1,687,152 |
| Revenue | $121,513 | $53,201 | $154,383 |
| Expenses | $101,756 | $24,200 | $41,345 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $43,504 | $39,741 | $111,558 |
| 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 4 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Baltimore Foundation ($45,000), University of New Orleans - Dept of Accounting ($8,500), American Academy of Attorney - CPAs ($6,285).
| Recipient | Purpose | Amount |
|---|---|---|
| American Academy of Attorney - CPAs Alexandria, VA | Grant | $6,285 |
| American Academy of Attorney - CPAs Alexandria, VA | Grant | $5,300 |
| University of Baltimore Foundation Baltimore, MD | Grant | $45,000 |
| University of New Orleans - Dept of Accounting New Orleans, LA | Grant | $8,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Patti M Richards | President/Trustee | — | — |
| Sydney Traum | Trustee | — | — |
| Murry Saylor | Executive Vice President | — | — |
| Marty Davidoff | Vice President of Education/Trustee | — | — |
| Thomas McCulloch | Secretary / Trustee | — | — |
| Robert Scharar | Treasurer / Trustee | — | — |
| Howard Port | Assistant Sec / Treas | — | — |
| David Berger | Assistant Treasurer / Trustee | — | — |
| Phillip Kass | Trustee | — | — |
| Richard Alphonso | Trustee | — | — |
| John Pramberg | Trustee | — | — |
| R Stephen Scott | Trustee | — | — |
| Joseph Brotherton | Trustee | — | — |
| Leonard Weiner | Trustee | — | — |
| Walter C Youngman Jr | Trustee | — | — |
Frequently Asked Questions
How large is The Attorney - CPA Foundation?
As of 2024, The Attorney - CPA Foundation holds $1.7M in total assets with $122K in annual revenue. It awarded 4 grants totaling $65K in 2024.
Where does The Attorney - CPA Foundation operate?
The Attorney - CPA Foundation has awarded grants in Louisiana, Maryland, Virginia.
What size grants does The Attorney - CPA Foundation award?
In 2024, The Attorney - CPA Foundation awarded 4 grants totaling $65K — an average of about $16K per grant, based on its IRS Form 990 filings.
What is The Attorney - CPA Foundation's EIN?
The Attorney - CPA Foundation's EIN (Employer Identification Number) is 34-1287607. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Attorney - CPA Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.