Mission
MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.
Public Charity
CERITY PARTNERS FOUNDATION
CERITY PARTNERS FOUNDATION, of NOVATO, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.7M in revenue, $4.6M in expenses, $35.6M in total assets. IRS filings disclose 831 grants awarded by this foundation, totaling roughly $36.2M.
EIN: 510515757
NOVATO, CA
Single Organization Support
NTEE: T11
Latest filing: 2025
Total Revenue$4.7M
Total Expenses$4.6M
Total Assets$35.6M
Grants Given831
Grant Total$36.2M
Filing Years2020–2025
Where $100 goes at Cerity Partners Foundation
How Cerity Partners Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$95
Programs
the work itself
$5
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $95 for programs
$95
During the fiscal year ending june 30, 2025, the foundation awarded 610 grants for $4,355,722
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
SUPPORT THE FIELD SPORT BUILDING
$1,001,000
UP HOME FUND SUPPORT
$260,000
PROVIDE GENERAL OPERATING SUPPORT
$200,000
PROVIDE GENERAL OPERATING SUPPORT
$150,000
SUPPORT THE FUND FOR PEOPLE IN PARKS
$75,500
Showing up to 5 of 831 total records — full history available with membership.
Officers & Directors
BOARD CHAIR (THRU 11/24)
Aaron Waxman
SECRETARY (THRU 03/25)
Ashley Smith
CFO
Lauren Mcclelland
PRESIDENT & CEO
Rhea Suh
BOARD CHAIR
Richard Long
SECRETARY
Roxanne Richards
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.7M | $4.6M | $35.6M |
| 2024 | $4.3M | $8.6M | $33.2M |
| 2023 | $2.5M | $4.2M | $35.3M |
| 2022 | $16.6M | $12.4M | $39.3M |
| 2020 | $2.2M | $3.7M | $30.6M |
Between 2020 and 2025, reported annual revenue grew from $2.2M to $4.7M (+117%), with total assets most recently reported at $35.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in AK, AZ, CA, CO, CT, DC, and 4 other states.
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Full geographic grant map with state-by-state breakdown available with membership.