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. It convenes business and nonprofit leaders and helps companies connect with nonprofits they choose to support.
Key facts about The Satell Institute
- EIN
- 47-4675286
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $13,199,123
- Accepts unsolicited proposals
- No
- How to apply
- The Institute makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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
The Institute’s stated mission is to strengthen communities by helping successful companies discover and connect with high-impact nonprofits of their choosing. Its activities include convening and educating executives and nonprofit leaders on CSR, hosting CEO conferences and a nonprofit leadership summit, and facilitating the sharing of best practices.
Members choose which nonprofits to support and give directly to them. Examples of organizations listed as supported in 2022 include Junior Achievement of North Louisiana, whose stated mission is to help young people understand the economics of life through hands-on classroom experiences, and the World Affairs Council, which says it advances global understanding and cultivates relationships in its local community and with the world.
Grantmaking
The Institute describes a member-directed funding model rather than a conventional grant program administered by the Institute. Corporate and foundation members make a four-year commitment of at least $25,000 per year to one or more lawful nonprofits of their choice, with funds going directly from donors to nonprofits. Nonprofits selected by members can become Affiliate Members at no charge.
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Geographic Focus
Where this funder awards grants
The Institute describes a national network of business leaders and nonprofit partners. The two organizations with 2022 awards listed here are based in Shreveport, Louisiana, and Seattle, Washington.
Grant Distribution by State
Cities
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
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $13,199,123 | $2,379,804 | $1,442,206 | 0 |
| 2023 | $12,261,525 | $638,921 | $855,662 | 0 |
| 2022 | $12,966,764 | $225,635 | $1,004,098 | $89,500 across 5 grants |
| 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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Edward M. Satell as Director/President-Treasurer; Lori Kappel as Administrator; Regina Lennox as Executive Vice President/Chief of Solicitation; Becky Flaherty as Regional Vice President—West through November 2024; Jason Riley as Regional Vice President—West as of December 2024; Paul Howard as Regional Vice President—North; and Jake Dawson as Regional Vice President—South. The Institute identifies Ed Satell as its founder and chairman.
The Satell Institute's 2024 filing lists 7 officers; 6 of 7 officers listed in 2024 are compensated.
Officers on the 2024 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) → $72K (2024)
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) → $188K (2024)
Becky Flaherty
Regional Vice President - West
New on the 2024 filing
37.5 hrs/week
$144K (2024)
Jake Dawson
Regional Vice President - South
New on the 2024 filing
37.5 hrs/week
$139K (2024)
Jason Riley
Regional Vice President - West
New on the 2024 filing
37.5 hrs/week
$4K (2024)
Paul Howard
Regional Vice President - North
New on the 2024 filing
37.5 hrs/week
$139K (2024)
Former officers (6)
- 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, 2020–2024. "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
Contact
Mailing address: 660 American Avenue 102, King Of Prussia, PA 19406
Phone: (610) 420-7627
Website: https://satellinstitute.org
Frequently asked questions about The Satell Institute
How large is The Satell Institute?
The Satell Institute reported $13.2M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $2.4M.
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. Its activities include convening and educating executives and nonprofit leaders on CSR, hosting CEO conferences and a nonprofit leadership summit, and facilitating the sharing of best practices. Members choose which nonprofits to support and give directly to them. Examples of organizations listed as supported in 2022 include Junior Achie…
How do I apply for a grant from The Satell Institute?
The Institute 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 describes a national network of business leaders and nonprofit partners. The two organizations with 2022 awards listed here are based in Shreveport, Louisiana, and Seattle, Washington.
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 2020–2024.
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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