NonprofitsRobert A Toigo Foundation

Education

Robert A Toigo Foundation

OAKLAND, CA

Total revenue

$3.7M

Total expenses

$4.4M

Net assets

$4.4M

Grants received

$4.4M

144 grants

EIN

133565420

Tax year

2024

Mission

Developing innovative, human-centered leaders to drive excellence in finance.

Programs

2 programs

The Foundation's success in identifying and developing next generation leaders for careers in Finance was celebrated in several ways in 2024. The impressive group of past participants - referred to as alumni exemplify the success of Toigo's work and their own leadership impact with Finance. The Foundation retained a noted journalist to interview 30 alumni to present their viewpoints on investment markets, areas of their expertise and amplification of Toigo. These were produced and posted on social media. Additionally, 35 individuals were showcased for their excellence in their careers, their stewardship of the non-profit and their bright futures ahead. Two successful convening events were hosted in 2024 drawing in the investment community in celebration of the non-profits 35 years of service and impact. Details which surround two celebrations hosting a total of 1,600 professionals was a testament to the deep relationships established and the marker of excellence. The dinner program featured prominent authors and industry notables; followed by a gathering of past participants and guests. Each dinner event was preceded by an industry gathering of approximately a total of 250 guests to discuss critical topics which impacted the mission of the Foundation and its talent. Representatives from the plan sponsor and asset management community; past Toigo participants; board members and investment community.

Expenses: $1.4M

In 2024, the Toigo Foundation enhanced its career advancement and corporate engagement services through a strategic platform branded as ToigoPRO (Professional Recruiting Opportunity). This initiative was designed to heighten visibility and access to employment opportunities for Toigo's highly talented candidate base while supporting corporate partners in identifying and engaging top-tier, talent for positions across financial services. Key investments were made in the redesign and enhancement of the talent website, creating a more accessible and user-centric portal for both job seekers and employers. The platform now supports streamlined application processes, increased visibility of job postings, and a dynamic presentation of candidate profiles for networking and interview consideration. These updates helped bridge critical connections between Toigo talent and leading firms seeking high-caliber professionals. To further amplify these efforts, the Foundation dedicated financial and operational resources to expand employer sponsorship tools, increase social media promotion, and host both virtual and in-person recruiting events. These activities included employer-led webinars that highlighted firm culture, investment strategies, and hiring needs. For MBA students participating in Toigo's programs, the Foundation launched an online talent portfolio platform that enables students to showcase their skills, career aspirations, and availability to apply for internships and full-time roles. This platform, combined with curated job listings and exclusive employer webinars, provided students with structured opportunities to engage with potential employers early and meaningfully. Additionally, a series of Talent Management workshops and educational podcasts were introduced, equipping participants with practical tools to navigate the competitive employment market. Topics included resume development, networking strategies, and compensation negotiation-all tailored to support the advancement and long-term success of Toigo alumni and current program participants. Through these multi-pronged efforts, the Toigo Foundation deepened its role as a trusted talent development partner within the financial industry, reinforcing its mission to support future leaders and expand career pathways.

Expenses: $208K

Financials

FY 2024

Revenue

Contributions & grants$4.1M
Program service revenue$518K
Investment income$76K
Other revenue
Total revenue$3.7M

Expenses

Grants paid$81K
Salaries & benefits$1.4M
Fundraising$422K
Other expenses$2.9M
Total expenses$4.4M
Total assets$4.8M
Net assets$4.4M

People

33 listed

NameRoleCompensation

NANCY A SIMS

PRESIDENT

Board

$468K

70 hrs/wk

MARK MCCOMBE

CHAIRMAN (Thru 5/2024)

Board

0.5 hrs/wk

JOSE MINAYA

Chairman (start 5/2024)

Board

0.5 hrs/wk

JAY FERGUSON

TREASURER

Board

0.5 hrs/wk

DHVANI SHAH

SECRETARY

Board

0.5 hrs/wk

SUE TOIGO FOUNDER

BOARD MEMBER

Board

0.5 hrs/wk

MARK ANSON

BOARD MEMBER

Board

0.5 hrs/wk

JASE AUBY

BOARD MEMBER

Board

0.5 hrs/wk

DOSTON BRADLEY

BOARD MEMBER

Board

0.5 hrs/wk

KEITH CAHILL

BOARD MEMBER

Board

0.5 hrs/wk

MARY CAHILL

BOARD MEMBER

Board

0.5 hrs/wk

SCOTT CHAN

BOARD MEMBER

Board

0.5 hrs/wk

JOHN CLAISSE

BOARD MEMBER

Board

0.5 hrs/wk

MICHAEL DELANEY

BOARD MEMBER

Board

0.5 hrs/wk

JOSE E FELICIANO

BOARD MEMBER

Board

0.5 hrs/wk

JOSE FERNANDEZ

BOARD MEMBER

Board

0.5 hrs/wk

FRAN HIGGINS

BOARD MEMBER

Board

0.5 hrs/wk

STEPHANIE IVY

BOARD MEMBER

Board

0.5 hrs/wk

KATHRYN KOCH

BOARD MEMBER

Board

0.5 hrs/wk

BRYAN LEWIS

BOARD MEMBER

Board

0.5 hrs/wk

EDWARD LEWIS

BOARD MEMBER

Board

0.5 hrs/wk

TANAKA MASWAOSWE

BOARD MEMBER

Board

0.5 hrs/wk

BARRY MILLER

BOARD MEMBER

Board

0.5 hrs/wk

JANICE COOK ROBERTS

BOARD MEMBER

Board

0.5 hrs/wk

STEVE MARTINEZ

BOARD MEMBER

Board

0.5 hrs/wk

ROBERT O'LEARY

BOARD MEMBER (start 10/2024)

Board

0.5 hrs/wk

IVELISSE SIMON

BOARD MEMBER

Board

0.5 hrs/wk

KELLI WASHINGTON

BOARD MEMBER

Board

0.5 hrs/wk

Marcie Frost

Board Member

Board

0.5 hrs/wk

SHANNON HOWELL

DIRECTOR OF TALENT ACCESS

Staff

$147K

40 hrs/wk

SHAKEEL BHATIA

DONOR RELATIONS MANAGER

Staff

$141K

40 hrs/wk

TREVOR WELCH

SENIOR PROGRAMMING COORDINATOR

Staff

$109K

40 hrs/wk

NORAH SUISALA FILIVAA

ADMIN ASSIST/OFFICE MGR

Staff

$103K

40 hrs/wk

Independent contractors

660 12th AVE subsidiary llc

CATERING

$222K

ALBERT CRUZ

CAREER COACHING

$197K

PATRISHA GILL

accounting services

$168K

kristy posocco

program consulting

$149K

studio productions nyc llc

event equipment

$139K

Grants received

Showing 144 of 144

FromAmountPurposeYear
$331K
EDUCATIONAL PROGRAM ADVANCING THE ENTRANCE AND ONGOING SKILL DEVELOPMENT OF MBAS INTO THE FIELD OF REAL ESTATE.
2024
$75K
TO SUPPORT ALUMNI ACTIVITIES.
2024
$50K
general operating support
2024
$50K
FOR GENERAL OPERATING SUPPORT
2024
$50K
CHARITABLE GRANT
2024
$30K
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
2024
$20K
COMMUNITY & HUMAN SERVICES
2024
$10K
Sponsorship of annual gala
2024
$10K
PROJECT SUPPORT GRANT FOR ANNUAL CONFERENCE.
2024
$250
Matching Gifts
2024
$200
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$272K
EDUCATIONAL PROGRAM ADVANCING THE ENTRANCE AND ONGOING SKILL DEVELOPMENT OF DIVERSE MBAS INTO THE FIELD OF REAL ESTATE
2023
$213K
COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
2023
$200K
IN GENERAL SUPPORT OF ADVANCING EDUCATION AND OUTREACH FOR STUDENTS INTERESTED IN STUDYING FINANCE AT THE MBA LEVEL.
2023
$199K
For grant recipient's exempt purposes
2023
$75K
TO SUPPORT ALUMNI ACTIVITIES.
2023
$50K
general operating support
2023
$50K
CHARITABLE GRANT
2023
$48K
EDUCATION GRANT
2023
$35K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2023
$30K
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
2023
$29K
HUMAN SERVICES
2023
$20K
GENERAL OPERATING SUPPORT
2023
$15K
THE TOIGO FOUNDATION HOLDS ITS ANNUAL INDUSTRY CONVENING TO DEMONSTRATE THE OUTCOMES OF ITS MISSION-DRIVE WORK AND THE TREMENDOUS SUCCESS OF THE MINORITIES PROFESSIONALS SERVED BY THE ORGANIZATION. FUNDS GENERATED BY THE EVENT SUPPORT THE ONGOING INDUSTRY EDUCATION AND CAREER SUPPORT OF NEARLY 300 STUDENTS AT THE MBA LEVEL AS THEY EMBARK ON CAREERS IN FINANCE.
2023
$10K
General & Unrestricted
2023
$10K
COMMUNITY & HUMAN SERVICES
2023
$10K
ASSIST ORGANIZATION IN FUNDING REAL ESTATE INVESTMENT RESEARCH
2023
$100
GENERAL OPERATING SUPPORT
2023
$60
PROGRAM/OPERATING SUPPORT
2023
$60
PROGRAM/OPERATING SUPPORT
2023
$60
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$30
PROGRAM/OPERATING SUPPORT
2023
$100K
GENERAL OPERATING SUPPORT
2022
$75K
TO SUPPORT ALUMNI ACTIVITIES.
2022
$60K
COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
2022
$50K
COLLABORATIVE PARTNER AWARDS SUPPORT
2022
$48K
For grant recipient's exempt purposes
2022
$40K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2022
$30K
EDUCATION GRANT
2022
$30K
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
2022
$25K
General & Unrestricted
2022
$25K
FOR GENERAL OPERATING SUPPORT
2022
$24K
GENERAL SUPPORT
2022
$22K
GENERAL SUPPORT
2022
$16K
EMPLOYEE-ARTS AND EDUCATIONAL PROGRAM
2022
$15K
EDUCATIONAL PROGRAM ADVANCING THE ENTRANCE AND ONGOING SKILL DEVELOPMENT OF DIVERSE MBAS INTO THE FIELD OF REAL ESTATE
2022
$15K
COMMUNITY & HUMAN SERVICES
2022
$15K
THE FOUNDATION HOLDS ITS ANNUAL INDUSTRY CONVENING TO DEMONSTRATE THE OUTCOMES OF ITS MISSION-DRIVE WORK AND THE TREMENDOUS SUCCESS OF THE MINORITIES PROFESSIONALS SERVED BY THE ORGANIZATION. FUNDS GENERATED BY THE EVENT SUPPORT THE ONGOING INDUSTRY EDUCATION AND CAREER SUPPORT OF NEARLY 300 STUDENTS AT THE MBA LEVEL AS THEY EMBARK ON CAREERS IN FINANCE.
2022
$10K
For support of California activities
2022
$8K
Sponsorship of the Robert Toigo Foundation 2022 Annual Gala
2022
$5K
EDUCATION
2022
$200
GENERAL OPERATING SUPPORT
2022
$60
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$15
PROGRAM/OPERATING SUPPORT
2022
$100K
General Operating Support
2021
$98K
For grant recipient's exempt purposes
2021
$98K
For grant recipient's exempt purposes
2021
$30K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2021
$30K
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
2021
$16K
EMPLOYEE-ARTS AND EDUCATIONAL PROGRAM
2021
$16K
EMPLOYEE-ARTS AND EDUCATIONAL PROGRAM
2021
$15K
General operating support
2021
$10K
COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
2021
$1K
Financial Assistance
2021
$500
GENERAL OPERATING SUPPORT
2021
$100K
General Operating Support
2020
$75K
TO SUPPORT ALUMNI ACTIVITIES.
2020
$50K
UNRESTRICTED GENERAL SUPPORT
2020
$37K
For grant recipient's exempt purposes
2020
$30K
PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM.
2020
$25K
increase retention and advancement in the finance industry through quality consultation, coaching and knowledge building services
2020
$20K
EDUCATION GRANT
2020
$15K
THIS GRANT WILL SUPPORT THE ROBERT A. TOIGO FOUNDATION'S ANNUAL GALA, A PROGRAM THAT HIGHLIGHTS AND CELEBRATES THE ACHIEVEMENT, IMPACT AND SUCCESS OF THE ORGANIZATION'S WORK IN INCREASING DIVERSITY AND INCLUSION IN THE FINANCIAL SECTOR.
2020
$14K
Financial Assistance
2020
$10K
Operating Support/Annual Fund
2020
$2K
Support for the Toigo Fellowship Program
2020
$1K
DEDICATED TO THE ADVANCEMENT OF DIVERSE LEADERS WITH PROGRAMS SUPPORTING INDIVIDUALS, INSTITUTION, AND INDUSTRY
2020
$1K
DEDICATED TO THE ADVANCEMENT OF DIVERSE LEADERS WITH PROGRAMS SUPPORTING INDIVIDUALS, INSTITUTION, AND INDUSTRY
2020
$100
For general support as part of the matching gift or directed giving program
2020
$115K
increase retention and advancement in the finance industry through quality consultation, coaching and knowledge building services
2019
$100K
COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
2019
$50K
GENERAL FUNDS
2019
$37K
For grant recipient's exempt purposes
2019
$20K
MICRO GRANT
2019
$16K
Employee-Arts and Educational Program
2019
$10K
GENERAL SUPPORT
2019
$51K
For grant recipient's exempt purposes
2018
$30K
TO SUPPORT ALUMNI ACTIVITIES.
2018
$20K
EDUCATION GRANT
2018
$5K
PROGRAM/OPERATING SUPPORT
2018
$500
PROGRAM/OPERATING SUPPORT
2018
$100
GENERAL OPERATING SUPPORT
2018
$83K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$50K
provide funds to support a charitable event, the Robert A Toigo Foundation Annual Gala
2017
$16K
Employee-Arts and Educational Program
2017
$8K
General Support
2017

Funded by

$4.4M from 42 funders · 144 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$648K · 8 grants · 2017–2023

Prea Foundation Inc

$619K · 3 grants · 2022–2024

The Goldman Sachs Charitable Gift Fund

$488K · 7 grants · 2019–2023

Toigo Alumni Endowment

$330K · 5 grants · 2018–2024

Carson Family Charitable Trust

$300K · 3 grants · 2020–2022

American Online Giving Foundation Inc

$246K · 6 grants · 2019–2024

The Rockefeller Foundation

$200K · 1 grant · 2023

WK Kellogg Foundation

$190K · 3 grants · 2017–2020

Details

EIN133565420
NTEE codeB82Z
Subsection03
Ruling date1994-09
Formed2000
Employees10
Volunteers100
ROBERT A TOIGO FOUNDATION — Mission, Financials & Grants Received | Grantivo