Urbanek Education Fund

MENLO PARK, CA EIN: 94-3372793

Urbanek Education Fund is a family foundation established in 2000 and based in Menlo Park, California. The organization operates as a private 501(c)(3) foundation focused on supporting educational institutions through scholarship funding.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$516K

+68.7% YoY

Annual Giving

$208K

-31.1% YoY

Grant Count

34

-24.4% YoY

Avg Grant Size

$6K

-8.8% YoY

Under IRS private-foundation payout rules, Urbanek Education Fund reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Urbanek Education Fund primarily funds scholarships for study at educational institutions. The foundation's grantmaking focuses on supporting students pursuing higher education at various universities and colleges.

Grantmaking

The foundation made 45 grants in 2023. Recent scholarship grants include:

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Geographic Focus

Where this funder awards grants

The foundation primarily operates in California, with scholarship support directed to educational institutions across the United States, including UC system schools and major research universities.

Grant Distribution by State

20states
+12 more states

Cities

AmherstAustinBerkeleyBloomingtonBoiseBostonBronxCambridgeChapel HillChicagoChicoCorte MaderaCupertinoDavisDaytona BeachEast LancingFremontHanoverIrvineIthaca

Financial History

Multi-year comparison from IRS filings

2023 Financial Summary:

  • Total Assets: $306,196
  • Total Revenues: $332,006
  • Total Expenses: $318,705
  • Total Grants, Contributions, etc.: $202,050
  • Investment Income and Dividends: $5,120
  • Number of Employees: 0

The foundation operates with minimal overhead as a family foundation with no paid staff.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$121K$243K$364K$485K20202021202220232024
Metric202420232022
Total Assets$516,489$306,196$292,895
Revenue$441,098$332,006$5,785
Expenses$230,805$318,705$230,705
Qualifying Distributions$218,654$313,168$227,172
Net Investment Income$61,267$399,696$252
Distributable Amount$33,360$27,690$24,565

Giving Over Time

Total grant dollars and number of grants per year

$0$76K$151K$227K$302K43 grants202042 grants202145 grants202245 grants202334 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF CALIFORNIA…$16KUNIVERSITY OF TEXAS AT D…$13KMASSACHUSETTS INSTITUTE …$11KUNIVERSITY OF CALIFORNIA…$11KUNIVERSITY OF MASSACHUSE…$10KCOLUMBIA UNIVERSITY$10KUNIVERSITY OF CALIFORNIA…$10KUNIVERISTY OF WISCONSIN …$10KUNIVERSITY OF WASHINGTON$10KARIZONA STATE UNIVERSITY$8K

Grant Size Distribution

209 grants across all recorded years

209<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of California Berkeley ($16,000), University of Texas at Dallas ($13,000), Massachusetts Institute of Technology ($11,000).

RecipientPurposeAmount
KONG MEIQIN SCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.$2,000
UNIVERSITY OF MASSACHUSETTS amherst, MASCHOLARSHIP FOR STUDY.$10,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY CAMBRIDGE, MASCHOLARSHIP FOR STUDY.$11,000
North Eastern University Boston, MASCHOLARSHIP FOR STUDY.$5,000
ARIZONA STATE UNIVERSITY Tempe, AZSCHOLARSHIP FOR STUDY.$8,000
CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LOUIS OBISPO, CASCHOLARSHIP FOR STUDY.$6,000
CARNEGIE MELLON UNIVERSITY PITTSBURGH, PASCHOLARSHIP FOR STUDY.$7,000
CLARK COLLEGE Vancouver, WASCHOLARSHIP FOR STUDY.$3,000
COLUMBIA UNIVERSITY NEW YORK, NYSCHOLARSHIP FOR STUDY.$10,000
XIAN LIN WONG SCHOLARSHIP FOR STUDY AT AN EDUCATIONAL INSTITUTION.$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Karen UrbanekTREASURER1
LIDA URBANEKPRESIDENT1
PENNY GALLOSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Urbanek Education Fund fund?

The Urbanek Education Fund primarily funds scholarships for study at educational institutions. The foundation's grantmaking focuses on supporting students pursuing higher education at various universities and colleges.

How do I apply for a grant from Urbanek Education Fund?

The foundation made 45 grants in 2023. Recent scholarship grants include: • University of California Santa Barbara: $24,000 (2023) • Massachusetts Institute of Technology (MIT): $11,000 (2023) • Columbia University: $11,000 (2023) Grant awards typically range from $5,000 to $24,000 based on recent activity.

Where does Urbanek Education Fund make grants?

The foundation primarily operates in California, with scholarship support directed to educational institutions across the United States, including UC system schools and major research universities.

What size grants does Urbanek Education Fund award?

In 2024, Urbanek Education Fund awarded 34 grants totaling $208K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Urbanek Education Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Urbanek Education Fund reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Urbanek Education Fund's EIN?

Urbanek Education Fund's EIN (Employer Identification Number) is 94-3372793. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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