The Satell Institute
The Satell Institute is a nonprofit, nonpartisan, fully endowed “Think and Do Tank” dedicated to corporate social responsibility (CSR), based in King of Prussia, Pennsylvania. It says its mission is to strengthen communities by helping successful companies connect with high-impact nonprofits of their choosing.
The Satell Institute at a glance
In short: The Satell Institute gave $2K across 2 grants in 2025 (avg $1K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,000
- Grants made (2025)
- 2
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $12,121,207
- -8.2% vs 2024
- Primary geography
- New York (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Satell Institute
- Accepts unsolicited proposals
- No
- How to Apply
-
The Institute states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 660 American Avenue 102, King Of Prussia, PA 19406
Phone: (610) 420-7627
Website: https://satellinstitute.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Satell Institute funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Think Equal ($1K). Together the top 2 received $2K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 18 grants of 20 (90%).
Geographic Focus
Where this funder awards grants
The Institute is based in King of Prussia, Pennsylvania. Its two itemized grants in 2025 went to recipients in New York and Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How The Satell Institute gives
- Giving fell 98% from 2022 to 2025. 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
From 2020 to 2025, annual grant giving ranged from $2K (2025) to $3.2M (2021). In 2025 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Think Equal New York, NY | To provide funds to further support the organization's mission | $1,000 |
| ABA Fund for Justice and Education Chicago, IL | To provide funds to further support the organization's mission | $1,000 |
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Financial History
Multi-year comparison from IRS filings
The IRS filing type is Form 990-PF, a private foundation.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $12,121,207 | $595,367 | $1,673,283 | $2,000 | 2 | $1,603,138 | $582,044 |
| 2024 | $13,199,123 | $2,379,804 | $1,442,206 | — | — | $1,412,118 | $2,327,757 |
| 2023 | $12,261,525 | $638,921 | $855,662 | — | — | $835,150 | $594,106 |
| 2022 | $12,966,764 | $225,635 | $1,004,098 | $89,500 | 5 | $918,155 | $241,531 |
| 2021 | $13,359,727 | $1,126,245 | $3,767,052 | $3,152,975 | 13 | $3,733,075 | $914,667 |
| 2020 | $15,897,034 | $9,557,312 | $1,456,940 | $992,000 | 64 | — | $543,913 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Institute’s stated mission is to strengthen communities by helping successful companies discover and connect with high-impact nonprofits of their choosing. Its work centers on convening, educating, and facilitating CSR initiatives involving CEOs, business and foundation leaders, and nonprofit organizations.
According to its 2025 filing statement, the Institute presents two private CEO conferences each year focused on corporate philanthropy and a nonprofit leadership summit on issues facing nonprofits. It also surveys nonprofits each summer to identify challenges.
Grantmaking
The 2025 filing reports two grants totaling $2,000. Both were $1,000. The 2024 and 2023 filings reported no grants. The two 2025 recipients were Think Equal in New York, New York, and the ABA Fund for Justice and Education in Chicago, Illinois; each grant’s stated purpose was to further support the recipient’s mission.
The Institute’s website describes a separate membership model: members commit at least $25,000 per year for four years to one or more nonprofits they choose, with funds going directly from donors to nonprofits. The Institute says it does not serve as a conduit for those commitments.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Edward M. Satell as director and president-treasurer; Lori Kappel as administrator; Regina Lennox as executive vice president and chief of solicitation; Jason Riley as regional vice president for the West; Paul Howard as regional vice president for the North; and Jake Dawson as regional vice president for the South. The Institute’s website identifies Ed Satell as its founder and chairman.
The Satell Institute's 2025 filing lists 6 officers; 5 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Edward M. Satell
Director & Pres.-Treasurer
On filings since 2020
1 hr/week
No compensation reported
Lori Kappel
Administrator
On filings since 2020
37.5 hrs/week
$21K (2020) → $66K (2025)
Regina Lennox
Executive Vice President & Chief of Solicitation
Secretary → Executive Vice President & Chief of Solicitation, 2023
On filings since 2020
32 hrs/week
$56K (2020) → $179K (2025)
Jake Dawson
Regional Vice President - South
On filings since 2024
37.5 hrs/week
$139K (2024) → $190K (2025)
Jason Riley
Regional Vice President - West
On filings since 2024
37.5 hrs/week
$4K (2024) → $181K (2025)
Paul Howard
Regional Vice President - North
On filings since 2024
37.5 hrs/week
$139K (2024) → $190K (2025)
Former officers (7)
- Former: Becky Flaherty (2024) — Regional Vice President - West
- Former: Peter Frumkin (2020–2023) — Research Director
- Former: Paul Beiderman (2022–2023) — CEO
- Former: John Rafferty (2020–2021) — Communications Director · Filing note: Ended 2021
- Former: Marissa Feldman (2021) — Communications Director · Filing note: Ended 2021
- Former: Ariel Schwartz (2020) — Assistant Research Director · Filing note: Ended 2020
- Former: Brianna Taylor (2020) — Communications Director · Filing note: Ended 2020
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 $190K, to Paul Howard (Regional VP - North). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The Satell Institute
How much does The Satell Institute give each year?
The Satell Institute gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is The Satell Institute?
The Satell Institute reported $12.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $595K.
What does The Satell Institute fund?
The Institute’s stated mission is to strengthen communities by helping successful companies discover and connect with high-impact nonprofits of their choosing. See mission & focus areas ↑
How do I apply for a grant from The Satell Institute?
The Institute states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Satell Institute make grants?
The Institute is based in King of Prussia, Pennsylvania. Its two itemized grants in 2025 went to recipients in New York and Illinois.
What is The Satell Institute's EIN?
The Satell Institute's EIN (Employer Identification Number) is 47-4675286. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Satell Institute accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Satell Institute funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Satell Institute's focus areas in our free grants database
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