The Synergy Foundation 009136-000

Private foundation · Grantmaker Wilmington, DE EIN: 51-6508708

The Synergy Foundation 009136-000 is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $680K in total assets. In 2025, it awarded 6 grants totaling $48K. Net investment income was $26K.

The Synergy Foundation 009136-000 at a glance

In short: The Synergy Foundation 009136-000 gave $48K across 6 grants in 2025 (avg $8K), top state Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$48,000
+35.2% vs 2024
Grants made (2025)
6
+100.0% vs 2024
Average grant
$8,000
-32.4% vs 2024
Median grant
$5,000
Total assets
$679,783
-3.2% vs 2024
Primary geography
Massachusetts (31% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Synergy Foundation 009136-000 funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Harvard University: $15KHarvard University$15KSt Timothy's School Inc: $15KSt Timothy's School Inc$15KGlide Foundation: $5KGlide Foundation$5KSouthern Mutual Help Association Inc: $5KSouthern Mutual HelpAssociation Inc$5KBayview Hunters Point Center for the Art: $5KBayview Hunters Point Centerfor the Art$5KFarm to Pantry: $3KFarm to Pantry$3K

The largest 2025 recipient was Harvard University ($15K). Together the top 6 received $48K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

BostonNew IberiaStevensonSan FranciscoBar HarborHealdsburgBlue Hill

How The Synergy Foundation 009136-000 gives

  • Giving held roughly steady from 2022 to 2025 (+13%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). 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

$0$20K$40K$60K3 grants2020 5 grants2021 6 grants2022 5 grants2023 3 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $35K (2021) to $48K (2025). In 2025 it made 6 grants totaling $48K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Harvard University Boston, MAGeneral Support$15,000
St Timothy's School Inc Stevenson, MDGeneral Support$15,000
Glide Foundation San Francisco, CAGeneral Support$5,000
Southern Mutual Help Association Inc New Iberia, LAGeneral Support$5,000
Bayview Hunters Point Center for the Art San Francisco, CAGeneral Support$5,000
Farm to Pantry Healdsburg, CAGeneral Support$3,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$679,783$27,268$50,194$48,0006$48,232$26,072$47,458
2024$702,495$29,450$37,384$35,5003$35,571$28,114$44,137
2023$710,248$28,329$44,118$42,5005$42,582$27,094$40,566
2022$726,390$15,301$43,510$42,5006$42,550$14,438$41,453
2021$755,520$10,274$36,104$35,0005$35,258$9,748$44,781
2020$781,313$11,874$40,890$40,0003—$11,420$41,145

Under IRS private-foundation payout rules, The Synergy Foundation 009136-000 reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Synergy Foundation 009136-000's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Wilmington Trust Company

    Trustee

    On filings since 2020

    1 hr/week

    $430 (2020) → $860 (2025)

  • Justine V. R. Russell

    Advisor

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nancy Milliken

    Advisor

    On filings since 2020

    1 hr/week

    No compensation reported

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

Wilmington Trust Company — Trustee: $860Wilmington Trust CompanyTrustee$860

The highest reported compensation on the 2025 filing was $860, to Wilmington Trust Company (Trustee).

Frequently asked questions about The Synergy Foundation 009136-000

How much does The Synergy Foundation 009136-000 give each year?

The Synergy Foundation 009136-000 gave $48K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 3 grants.

What is The Synergy Foundation 009136-000's typical grant size?

The Synergy Foundation 009136-000's median grant in 2025 was $5,000, and its average grant was $8,000, across 6 grants on its 2025 IRS Form 990-PF.

Where does The Synergy Foundation 009136-000 give grants?

The Synergy Foundation 009136-000's top state is Massachusetts, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (31%) and California (27%). The most frequent recipient cities were San Francisco, CA (2 grants).

Does The Synergy Foundation 009136-000 give general operating support?

Yes: 100% of The Synergy Foundation 009136-000's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Synergy Foundation 009136-000's largest grantees?

The Synergy Foundation 009136-000's largest 2025 grantees include Harvard University ($15,000), St Timothy's School Inc ($15,000) and Glide Foundation ($5,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is The Synergy Foundation 009136-000?

The Synergy Foundation 009136-000 reported $680K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets).

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 2020–2025.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Synergy Foundation 009136-000's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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