The Synergy Foundation 009136-000

Foundation · Grantmaker Wilmington, DE EIN: 51-6508708

The Synergy Foundation 009136-000 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $702K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $28K.

Key facts about The Synergy Foundation 009136-000

EIN: 51-6508708
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $35,500
Grants made (2024): 3
Average grant: $11,833
Median grant: $10,000
Total assets: $702,495
Primary geography: Maryland (44% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who The Synergy Foundation 009136-000 funds

By grant dollars, the top recipient states for The Synergy Foundation 009136-000's 3 itemized 2024 grants were Maryland (44%), Louisiana (28%) and Massachusetts (28%). 100% of grants with a stated purpose were for general or operating support.

How The Synergy Foundation 009136-000 gives

Giving held roughly steady from 2021 to 2024 (+1%). Method
In 2024 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Next steps with The Synergy Foundation 009136-000

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$702K

-1.1% YoY

Annual Giving

$36K

-16.5% YoY

Grant Count

-40.0% YoY

Avg Grant Size

$12K

+39.2% YoY

Under IRS private-foundation payout rules, The Synergy Foundation 009136-000 reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About The Synergy Foundation 009136-000

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $16K (44%)

Louisiana $10K (28%)

Massachusetts $10K (28%)

Share of all 3 itemized 2024 grant dollars.

States

California Louisiana Massachusetts Maryland Maine

Cities

BostonNew IberiaStevensonBar HarborSan FranciscoBlue HillHealdsburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$702,495	$710,248	$726,390
Revenue	$29,450	$28,329	$15,301
Expenses	$37,384	$44,118	$43,510
Qualifying Distributions	$35,571	$42,582	$42,550
Net Investment Income	$28,114	$27,094	$14,438
Distributable Amount	$44,137	$40,566	$41,453

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

22 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include St Timothy's School Inc ($15,500), Southern Mutual Help Association Inc ($10,000), Harvard University ($10,000).

Recipient	Purpose	Amount
ST TIMOTHY'S SCHOOL INC Stevenson, MD	GENERAL SUPPORT	$15,500
SOUTHERN MUTUAL HELP ASSOCIATION INC New Iberia, LA	GENERAL SUPPORT	$10,000
HARVARD UNIVERSITY Boston, MA	GENERAL SUPPORT	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Wilmington Trust Company	Trustee	1	$903
Nancy Milliken	Advisor	1	—
Justine V R Russell	Advisor	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Synergy Foundation 009136-000?

The Synergy Foundation 009136-000 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Wilmington, DE. It holds $702K in total assets as of 2024.

How large is The Synergy Foundation 009136-000?

As of 2024, The Synergy Foundation 009136-000 holds $702K in total assets with $29K in annual revenue. It awarded 3 grants totaling $36K in 2024.

Where does The Synergy Foundation 009136-000 operate?

The Synergy Foundation 009136-000 has awarded grants in California, Louisiana, Massachusetts, Maryland, Maine.

What size grants does The Synergy Foundation 009136-000 award?

In 2024, The Synergy Foundation 009136-000 awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Synergy Foundation 009136-000 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Synergy Foundation 009136-000 reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Synergy Foundation 009136-000's EIN?

The Synergy Foundation 009136-000's EIN (Employer Identification Number) is 51-6508708. IRS Form 990 filing data is available on this page for 2020–2024.