Skip to content
ProPublica
Donate
ProPublica
Donate

Tiaa Charitable Inc

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its May 2021 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$26.2M (2021)

Expenses
$171M (2021)

Total Assets
$0 (2021)

Total Liabilities
$0 (2021)

Source: Form 990 tax filings from 2015 to 2021

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,236,154
Expenses
$170,565,696
Net Income
-$144,329,542
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,703,989
17.9%
Program Services $0
Investment Income $65,798
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,464,385
81.8%
Net Inventory Sales $0
Other Revenue $1,982
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas A Rothermich (Director) $0 $0 $0
Harry Klaristenfeld (Director) $0 $0 $0
Rosalie J Wolf (Director) $0 $0 $0
Beverly Daniel Tatum (Director) $0 $0 $0
Muriel Howard (Director) $0 $0 $0
Chris Carnal (Pres/Ceo/Chair (Until 2/28/21)) $0 $0 $0
Michael Kahn (Director) $0 $0 $0
Janet Ramos (Assistant Secretary) $0 $0 $0
Gary Herzlich (General Counsel/Asst Secretary) $0 $0 $0
Heline Beach (Vice President) $0 $0 $0
Adam Elmore (Controller) $0 $0 $0
Joseph Gerharz (Chief Financial Officer) $0 $0 $0
Jorge Gutierrez (Treasurer) $0 $0 $0
Jennifer Sisom (Treasurer) $0 $0 $0
Matthew Fitzpatrick (Chief Risk Officer) $0 $0 $0
David Lyons (Chief Comp Officer) $0 $0 $0
Mary Catherine Benedetto (Secretary) $0 $0 $0
Cj Heald (Assistant Treasurer) $0 $0 $0
Kristen Doscher (Assistant Secretary) $0 $0 $0
Danny Tunsupong (Assistant Secretary) $0 $0 $0
Christopher Baraks (Vice President, Tax) $0 $0 $0
Jacoby Damion (Vice President, Tax) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,062,294
Expenses
$51,281,824
Net Income
$7,780,470
Net Assets
$162,265,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,258,316
86.8%
Program Services $0
Investment Income $5,648,325
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,155,653
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $164,908,254
Total Liabilities $2,643,164
Net Assets $162,265,090
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas A Rothermich (Director) $0 $0 $0
Harry Klaristenfeld (Director) $0 $0 $0
Rosalie J Wolf (Director) $0 $0 $0
Beverly Daniel Tatum (Director) $0 $0 $0
Muriel Howard (Director) $0 $0 $0
Chris Carnal (President/Ceo/Chairman) $0 $0 $0
Michael Kahn (Director) $0 $0 $0
Janet Ramos (Assistant Secretary) $0 $0 $0
Gary Herzlich (General Counsel/Asst Secretary) $0 $0 $0
Heline Beach (Vice President) $0 $0 $0
Adam Elmore (Controller) $0 $0 $0
Joseph Gerharz (Chief Financial Officer) $0 $0 $0
Jorge Gutierrez (Treasurer) $0 $0 $0
Jennifer Sisom (Treasurer) $0 $0 $0
Fitzpatrick Matthew (Chief Risk Officer) $0 $0 $0
David Lyons (Chief Comp Officer) $0 $0 $0
Mary Catherine Benedetto (Secretary) $0 $0 $0
Cj Heald (Asst Trurr (As Of 10/24/20)) $0 $0 $0
Kristen Doscher (Asst Sec (As Of 10/24/20)) $0 $0 $0
Danny Tunsupong (Asst Sec (As Of 10/24/20)) $0 $0 $0
Robert Dimartino (Chief Risk Off. (Until 11/20)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,866,360
Expenses
$43,703,324
Net Income
$37,163,036
Net Assets
$143,066,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,352,852
90.7%
Program Services $0
Investment Income $4,802,352
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,271,480
1.6%
Net Inventory Sales $0
Other Revenue $1,439,676
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $148,786,653
Total Liabilities $5,720,610
Net Assets $143,066,043
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas A Rothermich (Director) $0 $0 $0
Harry Klaristenfeld (Director) $0 $0 $0
Rosalie J Wolf (Director) $0 $0 $0
Beverly Daniel Tatum (Director) $0 $0 $0
Muriel Howard (Director) $0 $0 $0
Chris Carnal (President/Ceo/Chairman) $0 $0 $0
Michael Kahn (Director) $0 $0 $0
Janet Acosta (Assistant Secretary) $0 $0 $0
Gary Herzlich (General Counsel/Asst Secretary) $0 $0 $0
Marjorie Pierre Merrit (Assistant Secretary) $0 $0 $0
Heline Beach (Vice President) $0 $0 $0
Adam Elmore (Controller) $0 $0 $0
Robert Dimartino (Chief Risk Officer) $0 $0 $0
Joseph Gerharz (Chief Financial Officer) $0 $0 $0
Jorge Gutierrez (Treasurer) $0 $0 $0
Jennifer Sisom (Assistant Treasurer) $0 $0 $0
Patrick Condon (Chief Risk Officer) $0 $0 $0
David Lyons (Chief Comp Officer) $0 $0 $0
Mary Catherine Benedet (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,150,800
Expenses
$22,574,300
Net Income
$37,576,500
Net Assets
$90,262,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,694,600
92.6%
Program Services $0
Investment Income $3,489,600
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $593,300
1.0%
Net Inventory Sales $0
Other Revenue $373,300
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,948,300
Total Liabilities $12,686,100
Net Assets $90,262,200
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kay Mcfarlin (President/Chair (Until 3/18)) $0 $0 $0
Douglas A Rothermich (Director) $0 $0 $0
Harry Klaristenfeld (Director) $0 $0 $0
Rosalie J Wolf (Director) $0 $0 $0
Beverly Daniel Tatum (Director) $0 $0 $0
Muriel Howard (Director) $0 $0 $0
Chris Carnal (See Schedule O For Title) $0 $0 $0
Michael Kahn (Director) $0 $0 $0
Janet Acosta (Assistant Secretary) $0 $0 $0
Gary Herzlich (General Counsel/Asst Secretary) $0 $0 $0
Marjorie Pierre Merritt (See Schedule O For Title) $0 $0 $0
Heline Beach (See Schedule O For Title) $0 $0 $0
Adam Elmore (Controller) $0 $0 $0
Robert Dimartino (Chief Risk Officer) $0 $0 $0
Lisa Lynn (Chief Compl Officer Until 4/18) $0 $0 $0
Joseph Gerharz (Chief Financial Officer) $0 $0 $0
Jorge Gutierrez (Treasurer) $0 $0 $0
Tara Percey (Assist.Secretary Until 10/18) $0 $0 $0
Jennifer Sisom (Assistant Treasurer) $0 $0 $0
Fiona Stephenson (Vice President Until 3/18) $0 $0 $0
Jamin Jenkins (Assist.Secretary Until 4/18) $0 $0 $0
Patrick Condon (Chief Risk Officer) $0 $0 $0
David Lyons (Chief Comp Officer From 4/18) $0 $0 $0
Mary Catherine Benedetto (Secretary From 10/18) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,080,200
Expenses
$14,848,200
Net Income
$34,232,000
Net Assets
$60,243,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,765,000
97.3%
Program Services $0
Investment Income $1,435,400
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$270,700
Net Inventory Sales $0
Other Revenue $150,500
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,289,900
Total Liabilities $11,046,500
Net Assets $60,243,400

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,956,400
Expenses
$7,806,000
Net Income
$16,150,400
Net Assets
$19,506,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,454,000
97.9%
Program Services $194,800
0.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $272,600
1.1%
Net Inventory Sales $0
Other Revenue $35,000
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,394,800
Total Liabilities $9,888,000
Net Assets $19,506,800

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,892,894
Expenses
$6,159,187
Net Income
-$2,266,293
Net Assets
$235,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,812,094
97.9%
Program Services $0
Investment Income $75,713
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,087
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $89,105
1.4%
Assets/Debt
Total Assets $4,988,286
Total Liabilities $4,753,284
Net Assets $235,002

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »