Umsizi Fund
Umsizi Fund is a private foundation focused on Education, based in Wilmington, DE. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $7.3M in total assets. In 2024, it awarded 4 grants totaling $670K. Net investment income was $166K.
Umsizi Fund at a glance
In short: Umsizi Fund gave $670K across 4 grants in 2024 (avg $168K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $670,000
- -40.4% vs 2023
- Grants made (2024)
- 4
- -33.3% vs 2023
- Average grant
- $167,500
- -10.7% vs 2023
- Median grant
- $20,000
- Total assets
- $7,315,073
- -6.9% vs 2023
- Primary geography
- New York (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Umsizi Fund funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was African Leadership Foundation ($620K). Together the top 4 received $670K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 25 grants of 35 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Umsizi Fund gives
- Giving fell 31% from 2021 to 2024. Method
- In 2024 it paid out 663% 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
From 2018 to 2024, annual grant giving ranged from $278K (2020) to $1.1M (2023). In 2024 it made 4 grants totaling $670K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| African Leadership Foundation New York, NY | General & Unrestricted | $620,000 |
| Educate Denver, CO | General & Unrestricted | $30,000 |
| American Friends of the School of St Jude Tanzania Louisville, KY | Alternative Pathways Program of Beyond St Jude | $10,000 |
| Education for All Children Portsmouth, NH | General & Unrestricted | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,315,073 | $172,138 | $710,324 | $670,000 | 4 | $1,702,691 | $166,105 | $256,991 |
| 2023 | $7,853,259 | $127,175 | $1,187,285 | $1,125,000 | 6 | $1,301,275 | $142,594 | $786,731 |
| 2022 | $8,913,369 | $118,276 | $1,040,244 | $984,500 | 12 | $3,025,220 | $273,697 | $1,334,547 |
| 2021 | $9,835,337 | $438,000 | $1,045,532 | $970,000 | 7 | $1,030,503 | $248,266 | $1,005,261 |
| 2020 | $10,442,869 | $345,012 | $551,390 | $277,746 | 6 | — | $334,982 | $394,677 |
| 2018 | $10,618,822 | $823,913 | $530,934 | $417,633 | 19 | — | $751,837 | $395,096 |
Under IRS private-foundation payout rules, Umsizi Fund reported a distributable amount of $257K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Umsizi Fund is led by Amy Brakeman, Director & President on every filing since 2018; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Amy Brakeman
Director & President
On filings since 2018
1 hr/week
No compensation reported
Roy Edgar Brakeman III
Director, Secretary, Treasurer & Vice President
On filings since 2018
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2018–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Umsizi Fund
How much does Umsizi Fund give each year?
Umsizi Fund gave $670K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 6 grants.
What is Umsizi Fund's typical grant size?
Umsizi Fund's median grant in 2024 was $20,000, and its average grant was $167,500, across 4 grants on its 2024 IRS Form 990-PF.
Where does Umsizi Fund give grants?
Umsizi Fund gives mostly in New York: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Umsizi Fund give general operating support?
Yes: 75% of Umsizi Fund's 2024 grants with a stated purpose (3 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Umsizi Fund?
Umsizi Fund reported $7.3M in total assets on its 2024 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $257K (roughly 5% of its investment assets).
What is Umsizi Fund?
Umsizi Fund is a private foundation focused on Education, based in Wilmington, DE. It holds $7.3M in total assets as of 2024.
What is Umsizi Fund's EIN?
Umsizi Fund's EIN (Employer Identification Number) is 46-1723396. IRS Form 990 filing data is available on this page for 2018–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2018 (received by the IRS November 15, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2018–2024
Live grants for the work Umsizi Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Umsizi Fund's focus areas in our free grants database
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