The Attorney - CPA Foundation logo

The Attorney - CPA Foundation

Public charity · Grantmaker Cleveland, OH EIN: 34-1287607 Website

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.

Key facts about The Attorney - CPA Foundation

In short: The Attorney - CPA Foundation gave $55K across 2 grants in 2025 (avg $28K), mostly in Maryland. Source: 2025 IRS Form 990.

EIN
34-1287607
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$55,000
Grants made (2025)
2
Average grant
$27,500
Median grant
$27,500
Total assets
$1,645,757
Primary geography
Maryland (73% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.6M

-5.2% YoY

Annual Giving

$55K

-15.5% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$28K

+69.0% YoY

How The Attorney - CPA Foundation gives

  • Giving grew 140% from 2022 to 2025. Method

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

About The Attorney - CPA Foundation

Based on IRS filings

The Attorney - CPA Foundation is a public charity, based in Cleveland, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 2 grants totaling $55K. Net investment income was $55K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

AlexandriaBaltimoreNew OrleansAustin

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2019 1 grant2020 1 grant2021 1 grant2022 Total only2023 4 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2023) to $65K (2024). In 2025 it made 2 grants totaling $55K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of Maryland Baltimore Foundation: $40KUniversity of MarylandBaltimore Foundation$40KUniversity of Texas Law School Foundation: $15KUniversity of Texas Law SchoolFoundation$15K

The largest 2025 recipient was University of Maryland Baltimore Foundation ($40K). Together the top 2 received $55K.

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Maryland Baltimore Foundation Baltimore, MDEducation$40,000
University of Texas Law School Foundation Austin, TXEducation$15,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,645,757$1,735,910$1,697,053
Revenue$56,540$121,513$53,201
Expenses$146,693$101,756$24,200
Net Investment Income$55,335$43,504$39,741

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS February 14, 2020)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS May 3, 2024)
  3. Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
  4. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

The Attorney - CPA Foundation is led by Patti M Richards, President & Trustee on every filing since 2019; none of the 15 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Patti M Richards

    President & Trustee

    On filings since 2019

    No compensation reported

  • David Berger

    Assistant Treasurer & Trustee

    On filings since 2019

    No compensation reported

  • John Pramberg

    Trustee

    On filings since 2019

    No compensation reported

  • Joseph Brotherton

    Trustee

    On filings since 2019

    No compensation reported

  • Leonard Weiner

    Trustee

    On filings since 2019

    No compensation reported

  • Marty Davidoff

    Vice President of Education & Trustee

    Vice President of Education → Vice President of Education & Trustee, 2020

    On filings since 2019

    No compensation reported

  • R Stephen Scott

    Trustee

    On filings since 2019

    No compensation reported

  • Richard Alphonso

    Trustee

    On filings since 2019

    No compensation reported

  • Robert Scharar

    Treasurer & Trustee

    On filings since 2019

    No compensation reported

  • Thomas McCulloch

    Secretary & Trustee

    On filings since 2019

    No compensation reported

  • Walter C Youngman Jr.

    Trustee

    On filings since 2019

    No compensation reported

  • Phillip Kass

    Trustee

    On filings since 2023

    No compensation reported

  • Annette Nellen

    Trustee

    New on the 2025 filing

    No compensation reported

  • Howard Port

    Assistant Secretary & Treasurer

    On filings since 2019

    No compensation reported

  • Murry Saylor

    Executive Vice President

    On filings since 2019

    No compensation reported

Former officers (3)
  • Former: Sydney Traum (2019–2024) — Trustee
  • Former: Richard Orin (2019–2022) — Trustee
  • Former: Philip Brent (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Attorney - CPA Foundation

How much does The Attorney - CPA Foundation give each year?

The Attorney - CPA Foundation gave $55K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $65K across 4 grants.

How large is The Attorney - CPA Foundation?

The Attorney - CPA Foundation reported $1.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $57K.

Where does The Attorney - CPA Foundation operate?

The Attorney - CPA Foundation has awarded grants in Louisiana, Maryland, Texas, Virginia.

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 2019–2025.

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

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

Figures come from The Attorney - CPA 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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