Private Foundation

Excel Private Foundation

Based in Wilmington, DE, Excel Private Foundation operates as a Private Foundation. The organization reported $28K in revenue, $36K in expenses, $445K in total assets for fiscal year 2025. Imperigo tracks 7 reported grants from this foundation totaling approximately $225K.

EIN: 462148132 Wilmington, DE Corporate Foundations NTEE: T21 Latest filing: 2025
Total Revenue$28K
Total Expenses$36K
Total Assets$445K
Grants Given7
Grant Total$225K
Filing Years2021–2025

Sample Grants Given

FIDELITY INVESTMENTS CHARITABLE GIFT FUND
CINCINNATI, OH · 2025
Excel Fund
$30,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
CINCINNATI, OH · 2024
Excel Fund
$30,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
CINCINNATI, OH · 2023
Excel Fund
$30,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
CINCINNATI, OH · 2021
Excel Fund
$5,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
CINCINNATI, OH · 2020
Excel Fund
$30,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

Pres, Dir, Sec, Treas Craig Chatterton

Officer compensation and complete director data available with membership.

Top Grant Purposes

Excel Fund
$175,000 6 grants
EXCEL FUND
$50,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $28K $36K $445K
2024 $24K $36K $453K
2023 $19K $35K $464K
2022 $8K $5K $480K
2021 $1K $11K $478K

Between 2021 and 2025, reported annual revenue grew from $1K to $28K (+1877%), with total assets most recently reported at $445K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OH.

OH

Full geographic grant map with state-by-state breakdown available with membership.

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