Public Record · organisation

Economic Policy Institute

Social science researchWashington, DCEIN 52-1368964 epi.org

Funded again36 of its 58 funders came back

Funders on the record58178 grants · 2017–2024

Came back36funders gave in two or more years

Received, as funders filed it$34.3mby tax year

Revenue, its own return$11.9mtax year 2024

Who funds it

Each funder's own tax return, year by year. A fact on a filing, never a verdict.

Funder2018201920202021202220232024As filed

National Association Of Letter Carriers came backFunded by National Association Of Letter Carriers in 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202600409349302015 · IRS batch file

$350.0k
8 grants

American Federation Of Labor & Congress Of Industrial Orgs came backFunded by American Federation Of Labor & Congress Of Industrial Orgs in 2018, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202601349349310665 · IRS batch file

$575.0k
7 grants

National Education Association Of The United States came backFunded by National Education Association Of The United States in 2017, 2018, 2019, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202621959349301782 · IRS batch file

$1.5m
7 grants

United Steelworkers came backFunded by United Steelworkers in 2017, 2018, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202543219349313224 · IRS batch file

$780.0k
7 grants

International Brotherhood Of Teamsters Supplemental Benefits Tr came backFunded by International Brotherhood Of Teamsters Supplemental Benefits Tr in 2018, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202532189349301763 · IRS batch file

$600.0k
6 grants

SCHWAB CHARITABLE FUND came backFunded by SCHWAB CHARITABLE FUND in 2017, 2019, 2020, 2021, 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202541069349300729 · IRS batch file

$452.3k
6 grants

International Brotherhood Of Electrical Workers came backFunded by International Brotherhood Of Electrical Workers in 2018, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202641349349304359 · IRS batch file

$130.0k
5 grants

New Venture Fund came backFunded by New Venture Fund in 2019, 2020, 2021, 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202433179349305393 · IRS batch file

$1.3m
5 grants

Amalgamated Charitable Foundation Inc came backFunded by Amalgamated Charitable Foundation Inc in 2018, 2020, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202543179349307759 · IRS batch file

$1.3m
5 grants

American Postal Workers Union came backFunded by American Postal Workers Union in 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202511699349300721 · IRS batch file

$40.0k
4 grants

Communications Workers Of America Afl-Cio Clc came backFunded by Communications Workers Of America Afl-Cio Clc in 2017, 2020, 2022 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202611059349301811 · IRS batch file

$195.0k
4 grants

International Brotherhood Of Boilermakers Iron Ship Builders came backFunded by International Brotherhood Of Boilermakers Iron Ship Builders in 2017, 2019, 2020 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202531349349304928 · IRS batch file

$50.0k
4 grants

The Kresge Foundation came backFunded by The Kresge Foundation in 2018, 2021, 2022 and 2023 (IRS 990-PF and published grants data)

IRS 990-PF · tax year 2023 · filing 202413199349106071 · IRS batch file

$1.6m
5 grants

International Union United Auto Aerospace & Agricultural Workers came backFunded by International Union United Auto Aerospace & Agricultural Workers in 2018, 2020, 2021 and 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202343009349301309 · IRS batch file

$397.5k
4 grants

its own grantgiven through a donor-advised fundmatching giftBigger dot, bigger grant. Hover a dot for the amount and the form.

All 58 funders44 more

United Food And Commercial Workers International Union came backFunded by United Food And Commercial Workers International Union in 2017, 2018, 2020 and 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202223199349321062 · IRS batch file

$333.0k
4 grants

American Federation Of State County & Municipal Employees came backFunded by American Federation Of State County & Municipal Employees in 2020, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202503219349307095 · IRS batch file

$500.0k
3 grants

Congressional Progressive Caucus Center came backFunded by Congressional Progressive Caucus Center in 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202503159349304280 · IRS batch file

$250.0k
3 grants

Ford Foundation came backFunded by Ford Foundation in 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202423199349105557 · IRS batch file

$4.5m
9 grants

International Brotherhood Of Teamsters came backFunded by International Brotherhood Of Teamsters in 2020, 2021 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202413039349301946 · IRS batch file

$300.0k
3 grants

International Union Of Bricklayers And Allied Craftworkers came backFunded by International Union Of Bricklayers And Allied Craftworkers in 2021, 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202441249349300344 · IRS batch file

$40.0k
3 grants

Rockefeller Foundation came backFunded by Rockefeller Foundation in 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202403139349100635 · IRS batch file

$3.0m
3 grants

William and Flora Hewlett Foundation came backFunded by William and Flora Hewlett Foundation in 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202403169349102865 · IRS batch file

$950.0k
5 grants

TIDES FOUNDATION came backFunded by TIDES FOUNDATION in 2018, 2020 and 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202400469349300305 · IRS batch file

$66.8k
4 grants

United Brotherhood Of Carpenters & Joiners Of America came backFunded by United Brotherhood Of Carpenters & Joiners Of America in 2018, 2021 and 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202313149349300926 · IRS batch file

$200.0k
3 grants

International Association Of Machinists & Aerospace Grand Lodge came backFunded by International Association Of Machinists & Aerospace Grand Lodge in 2018, 2020 and 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202223129349304397 · IRS batch file

$135.0k
3 grants

Amalgamated Transit Union came backFunded by Amalgamated Transit Union in 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202631269349303963 · IRS batch file

$50.0k
2 grants

International Association Pension Plan came backFunded by International Association Pension Plan in 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202541339349303714 · IRS batch file

$40.0k
2 grants

Omidyar Network Fund Inc came backFunded by Omidyar Network Fund Inc in 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202403189349103435 · IRS batch file

$1.1m
3 grants

United States Energy Foundation came backFunded by United States Energy Foundation in 2022 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202423189349311477 · IRS batch file

$887.6k
2 grants

PETER G PETERSON FOUNDATION came backFunded by PETER G PETERSON FOUNDATION in 2021 and 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202420469349100112 · IRS batch file

$410.2k
4 grants

Surdna Foundation came backFunded by Surdna Foundation in 2021 and 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202401369349105115 · IRS batch file

$450.0k
2 grants

Center For Community Change came backFunded by Center For Community Change in 2020 and 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202322269349301257 · IRS batch file

$150.0k
2 grants

Good Ventures Foundation came backFunded by Good Ventures Foundation in 2020 and 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202341359349105939

$550.0k
2 grants

W. K. Kellogg Foundation came backFunded by W. K. Kellogg Foundation in 2020 and 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202321719349100307

$1.0m
2 grants

IMPACTASSETSINC came backFunded by IMPACTASSETSINC in 2017 and 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201923179349308047 · IRS batch file

$15.0k
2 grants

Unite Here came backFunded by Unite Here in 2017 and 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201903189349312565 · IRS batch file

$60.0k
2 grants

Chicago Area Laborers-Employers Cooperation And Education Trust Funded by Chicago Area Laborers-Employers Cooperation And Education Trust in 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202640349349301304 · IRS batch file

$7.5k
1 grant

United States Catholic Conference Funded by United States Catholic Conference in 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202513189349302031 · IRS batch file

$20.0k
1 grant

Bill & Melinda Gates Foundation Funded by Bill & Melinda Gates Foundation in 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202433189349102233 · IRS batch file

$1.6m
1 grant

Sonoma County Community Foundation Funded by Sonoma County Community Foundation in 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202433209349310983 · IRS batch file

$30.0k
1 grant

THE LEONARD & SOPHIE DAVIS FUND Funded by THE LEONARD & SOPHIE DAVIS FUND in 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202433129349101988 · IRS batch file

$100.0k
1 grant

James Irvine Foundation Funded by James Irvine Foundation in 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202313139349102426

$50.0k
1 grant

National Employment Law Project Funded by National Employment Law Project in 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202303199349323320 · IRS batch file

$40.0k
1 grant

WELLSPRING PHILANTHROPIC FUND INC Funded by WELLSPRING PHILANTHROPIC FUND INC in 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202432899349100423 · IRS batch file

$1.0m
1 grant

Network For Good Inc Funded by Network For Good Inc in 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202212289349300736 · IRS batch file

$5.9k
1 grant

ROCKEFELLER PHILANTHROPY ADVISORS INC Funded by ROCKEFELLER PHILANTHROPY ADVISORS INC in 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202232859349300818 · IRS batch file

$10.0k
1 grant

201173919 Funded by 201173919 in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202113149349306406 · IRS batch file

$250.0k
1 grant

851613352 Funded by 851613352 in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202122799349300702 · IRS batch file

$10.0k
1 grant

Climate Imperative Foundation Funded by Climate Imperative Foundation in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202113199349324966 · IRS batch file

$275.0k
1 grant

Rockefeller Family Fund Inc Funded by Rockefeller Family Fund Inc in 2020 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2020 · filing 202143159349302824 · IRS batch file

$60.0k
1 grant

611731434 Funded by 611731434 in 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201913179349308376 · IRS batch file

$100.0k
1 grant

Air Line Pilots Association International Funded by Air Line Pilots Association International in 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201943199349310949 · IRS batch file

$10.0k
1 grant

Sixteen Thirty Fund Funded by Sixteen Thirty Fund in 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201903169349302565 · IRS batch file

$6.0k
1 grant

Morgan Stanley Global Impact Funding Trust Inc Funded by Morgan Stanley Global Impact Funding Trust Inc in 2017 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2017 · filing 201843199349319569 · IRS batch file

$18.5k
1 grant

The Schott Foundation For Public Education Funded by The Schott Foundation For Public Education in 2017 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2017 · filing 201911369349300446 · IRS batch file

$8.0k
1 grant

Fidelity Investments Charitable Gift Fund donor-advisedFunded through Fidelity Investments Charitable Gift Fund in 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202601389349301700 · IRS batch file

$5.9m
8 grants

VANGUARD CHARITABLE ENDOWMENT PROGRAM donor-advisedFunded through VANGUARD CHARITABLE ENDOWMENT PROGRAM in 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202621329349306657 · IRS batch file

$50.8k
5 grants

Silicon Valley Community Foundation donor-advisedFunded through Silicon Valley Community Foundation in 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201943179349309514 · IRS batch file

$700.0k
1 grant

A funder came back when it made its own grants in two or more tax years, by its own IRS return. Matching gifts, and gifts a donor-advised fund passes on for its donors, are shown and labelled, and do not count.

Its money

From the return it filed itself.

Revenue$11.9m

Spending$13.6m

Net assets, year end$16.3m

Total assets, year end$19.6m

Revenue by year

Spending by year

IRS Form 990 · tax year 2024 · filing 202542469349301614 · IRS batch file

Its leaders

The top three roles on its latest return.

PresidentHeidi ShierholzForm 990 · 2024

ChairElizabeth H ShulerForm 990 · 2024

TreasurerGary BassForm 990 · 2024

Name, title and year only, as its own return lists them. No pay, no address. Anyone can ask to be removed: hello@philanova.ai.

Its charity status

From the IRS's own lists.

501(c)(3)recognised in 1985 · Public charity supported by government or the general public — 170(b)(1)(A)(vi)IRS exempt organisations register

Listed for deductible giftsIRS Publication 78

Not revokedIRS automatic revocation list

Data and sources

Everything above, as tables and as open data.

Grants received, by year8 years

Tax year	Grants	As filed
2017	12	$1.3m
2018	21	$3.2m
2019	7	$1.3m
2020	25	$3.4m
2021	32	$7.0m
2022	33	$7.9m
2023	32	$8.0m
2024	16	$2.2m

What this page does not knowread before quoting

Grants from funders that do not file a US return, and gifts from individuals.
Each row is what the funder said it paid, not what this organisation said it received.
A tax year that is not yet loaded looks like a year with no grant.

The same page as dataJSON · free, no key

/open/api/grantee/521368964

Ratings from its funders

None yet. Stars appear here only when a funder that funded this organisation chooses to give them, in its own name, with the year it funded. PhilaNova never rates on a free page.

Something wrong? Tell us

This organisation can correct a fact on this page and add its own statement. Every change is logged.

Ask for a correction

For advisersSee Economic Policy Institute's full diligence file, its place on the Vetted Marketplace, and the funders most like your client who already back it.See what advisers get