The Satell Institute
The Satell Institute is a nonprofit, nonpartisan "Think and Do Tank" dedicated to Corporate Social Responsibility (CSR). Based in King of Prussia, Pennsylvania, the organization was founded in 2016 and is fully endowed. The Institute operates as a leading CEO member organization that convenes business leaders, foundation executives, and nonprofit leaders to advance corporate philanthropy and community impact.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.2M
+7.6% YoY
Revenue
$2.4M
+272.5% YoY
Qualifying Distributions
$1.4M
+69.1% YoY
Expenses
$1.4M
+68.5% YoY
Mission & Focus Areas
Mission: Strengthen communities by helping successful companies discover and connect with high-impact nonprofits of their choosing. The Institute's tagline is "Community is Every Leader's Business."™
The organization's core philosophy is expressed as "Think WE, not just me"—emphasizing collective responsibility to leave the world better than it was found.
Primary Focus Areas:
- Corporate social responsibility and corporate philanthropy
- Long-term corporate-nonprofit partnerships
- CEO education and leadership development
- Community engagement and impact
Grantmaking
The Satell Institute operates a unique membership model rather than traditional grantmaking:
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Geographic Focus
Where this funder awards grants
Primary focus on Pennsylvania, with particular emphasis on the Philadelphia region. Documented funding activity in cities including King of Prussia, Malvern, Miquoa, Norristown, Philadelphia, and Wayne. The organization has expanded to serve corporate members and nonprofit partners nationally and internationally, with a presence in India noted.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2024):
- Total Assets: $13,199,123
- Total Revenue: $2,379,804
- Total Expenses: $1,442,206
- Number of Employees: 5
2023 Data:
- Total Assets: $12,300,000
- Total Revenue: $639,000
- Total Expenses: $856,000
- Total Liabilities: $0
Organization Status:
- Tax-exempt since February 2016
- Designated as a 501(c)(3) organization
- EIN: 47-4675286
- Classified as a Private Operating Foundation
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,199,123 | $12,261,525 | $12,966,764 |
| Revenue | $2,379,804 | $638,921 | $225,635 |
| Expenses | $1,442,206 | $855,662 | $1,004,098 |
| Qualifying Distributions | $1,412,118 | $835,150 | $918,155 |
| Net Investment Income | $2,327,757 | $594,106 | $241,531 |
| 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 0 recipients in 2024
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Edward M. Satell – Founder and Chair. An innovative entrepreneur and principled business and civic leader with more than 60 years of experience. He founded and served as CEO and Chairman of a multi-division media ecommerce provider headquartered in the Philadelphia region. At age 80 in 2016, rather than retiring, he created the Satell Institute and fully endowed it with $15 million. He serves as Director and President-Treasurer without compensation.
Regina Lennox – Executive Vice President and Chief of Solicitation
Paul Beiderman – CEO
The organization employs 5-13 staff members (figures vary by reporting year).
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EDWARD M SATELL | DIRECTOR/PRES.-TREASURER | 1 | — |
| LORI KAPPEL | ADMINISTRATOR | 37.5 | $71,930 |
| REGINA LENNOX | EXEC. VICE PRES./CHIEF OF SOLICITATION | 32 | $187,620 |
| BECKY FLAHERTY | REGIONAL VP - WEST (TO NOV 2024) | 37.5 | $144,000 |
| JASON RILEY | REGIONAL VP - WEST (AS OF DEC 2024) | 37.5 | $3,942 |
| PAUL HOWARD | REGIONAL VP - NORTH | 37.5 | $138,846 |
| JAKE DAWSON | REGIONAL VP - SOUTH | 37.5 | $138,846 |
Recent News & Activity
Recent developments and announcements
The Satell Institute has hosted CEO conferences in conjunction with major corporate partners. The WSFS CARES Foundation provided $15,000 in grants to seven local nonprofits in conjunction with a Satell Institute CEO Conference, demonstrating the Institute's role in facilitating corporate giving.
WSFS CARES Foundation Provides $15000 in Grants to Seven ...Global pharmaceutical company GSK became a member of the Satell Institute, reflecting the organization's success in engaging major corporations in long-term nonprofit partnerships.
Why Global Pharmaceutical Giant GSK Became Part of the Satell Institute -The Pennsylvania Academy of the Fine Arts (PAFA) established a partnership with the Satell Institute, indicating nonprofit engagement with the organization's model.
New Partnership with the Satell Institute | PAFA - Pennsylvania Academy ofSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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