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Illinois · Public charity

Million Dollar Round Table

To be a valued member-driven global network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standard of ethics, knowledge, service, and productivity.

$13M
Granted FY2024(still arriving)
4
Grants FY2024
2
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$3,198,678
Largest grant, FY2024
$9,556,327
Organizations funded a year
2 to 3
FY2017 to FY2023
States reached, FY2024
2
Total assets, FY2024
$153M

How open it is to new grantees

In FY2023, 0% of the organizations Million Dollar Round Table funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving4$13M50%
FY20232$323k0%
FY20222$324k0%
FY20213$859k0%
FY20202$770k0%
FY20192$329k0%
FY20182$319k50%
FY20172$1.1Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Community Improvement$13MPhilanthropy$1.6MPublic Safety & Disaster$1.4MHealth$1.3M

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Mdrt Academy$9,556,327199%
Mdrt Global Services$3,198,678192%
Million Dollar Round Table Foundation$3,042,690840%
Life and Health Insurance Foundation for Education$1,250,000218%
Asae Research Foundation$81,82071%

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About Million Dollar Round Table

How much does Million Dollar Round Table give?
Million Dollar Round Table reported 4 grants totaling $13,084,205 in its FY2024 IRS filing. It funded between 2 and 3 organizations a year over FY2017 to FY2023.
What does Million Dollar Round Table fund?
By grant dollars over FY2017 to FY2024, its largest causes are Community Improvement (75%), Philanthropy (10%), Public Safety & Disaster (8%).
Who are Million Dollar Round Table's largest grantees?
By total granted over FY2017 to FY2024: Mdrt Academy ($9.6M), Mdrt Global Services ($3.2M), Million Dollar Round Table Foundation ($3.0M).
Does Million Dollar Round Table fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Where is Million Dollar Round Table based?
Million Dollar Round Table is based in IL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 5 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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