The Employee Ownership Foundation Inc logo

The Employee Ownership Foundation Inc

Public charity · Grantmaker Washington, DC EIN: 52-1739193 Website

The Employee Ownership Foundation's primary purpose is to support programs that will increase the level of awareness and appreciation of the benefits of employee ownership and increase the number of employees who have access to this benefit.

Key facts about The Employee Ownership Foundation Inc

In short: The Employee Ownership Foundation Inc gave $30K across 1 grant in 2024 (avg $30K), mostly in New Jersey. Source: 2024 IRS Form 990.

EIN
52-1739193
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$30,000
Grants made (2024)
1
Average grant
$30,000
Median grant
$30,000
Total assets
$2,608,748
Primary geography
New Jersey (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$2.6M

+23.3% YoY

Annual Giving

$30K

+20.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

+20.0% YoY

How The Employee Ownership Foundation Inc gives

  • Giving fell 67% from 2021 to 2024. Method

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

About The Employee Ownership Foundation Inc

Based on IRS filings

The Employee Ownership Foundation Inc is a public charity, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grant totaling $30K. Net investment income was $148K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

PiscatwayMalibuWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2020 2 grants2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $25K (2023) to $450K (2020). In 2024 it made 1 grant totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Rutgers University Foundation: $30KRutgers University Foundation$30K

The largest 2024 recipient was Rutgers University Foundation ($30K).

Grant Size Distribution

6 grants across all recorded years

4<$50K1$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 6 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Rutgers University Foundation Piscatway, NJ2024 Kelso Fellowship$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,608,748$2,116,576$2,004,676
Revenue$1,481,008$1,094,472$1,180,740
Expenses$1,522,108$931,420$974,441
Net Investment Income$148,017$31,690$95,082

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 1, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Employee Ownership Foundation Inc is led by James Bonham, President & CEO on every filing since 2020; 3 of 13 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • James Bonham

    President & CEO

    On filings since 2020

    5 hrs/week

    $50K (2020) → $73K (2024)

  • David Fitz-Gerald

    Chair

    Member → Chair -, 2023

    Chair - → Chair, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Karen L. Ellis

    Chair - Association

    Secretary & Treasurer → Chair - Association, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Becky Streff

    Chair Srcc

    On filings since 2023

    1 hr/week

    No compensation reported

  • Danielle Duffy

    Senior Director of Operations

    New on the 2024 filing

    9 hrs/week

    $30K (2024)

  • Kristie Mark

    Chief Operating Officer

    COO → Chief Operating Officer, 2024

    On filings since 2020

    10 hrs/week

    $69K (2020) → $85K (2024)

  • Gary Shorman

    Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ali Jamshidi

    Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Steve Earle

    Secretary & Treasurer

    Member → Secretary & Treasurer -, 2023

    Secretary & Treasurer - → Secretary & Treasurer, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Lori Stuart

    Member -

    Member → Member -, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Robyn Pollina

    Member -

    Member → Member -, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Cara Benningfield

    Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Connie Burnette

    Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (10)
  • Former: Derrick Vick (2020–2023) — Secretary & Treasurer -
  • Former: Cindy Turcot Immediate (2023) — Past Chair -
  • Former: Mark Lomele Immediate (2023) — Past Chair -
  • Former: Cindy Turcot (2020–2022) — Chair
  • Former: Brian Ippensen (2021–2022) — Member -
  • Former: Mark Lomele (2021–2022) — Immediate Past Chair
  • Former: Nicole Reppert (2021–2022) — Senior Director
  • Former: Dave Fitz-Gerald (2022) — Member
  • Former: Lynn Dubois (2020) — Member
  • Former: Missy Pieske (2020) — Member

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Kristie Mark — Chief Operating Officer: $85KKristie MarkChief Operating Officer$85KJames Bonham — President & CEO: $73KJames BonhamPresident & CEO$73KDanielle Duffy — Senior Director of Operations: $30KDanielle DuffySenior Director of Operations$30K

The highest reported compensation on the 2024 filing was $85K, to Kristie Mark (Chief Operating Officer). 3 officers or directors reported compensation on that filing.

Frequently asked questions about The Employee Ownership Foundation Inc

How much does The Employee Ownership Foundation Inc give each year?

The Employee Ownership Foundation Inc gave $30K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $25K across 1 grant.

How large is The Employee Ownership Foundation Inc?

The Employee Ownership Foundation Inc reported $2.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.5M.

Where does The Employee Ownership Foundation Inc operate?

The Employee Ownership Foundation Inc has awarded grants in California, District of Columbia, New Jersey.

What is The Employee Ownership Foundation Inc's EIN?

The Employee Ownership Foundation Inc's EIN (Employer Identification Number) is 52-1739193. IRS Form 990 filing data is available on this page for 2020–2024.

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

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