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Alabama · Nonprofit

AUM CAPITAL GROUP CHARITABLE FOUNDATION

AUM CAPITAL GROUP CHARITABLE FOUNDATION (Alabama) receives grants from 2 organizations whose IRS filings report $28,000 to it, the largest being INTERLINC FAMILY FOUNDATION ($22,900). 1 of them have funded it in more than one year.

Revenue FY2024
$36k
Funders on record
2
Grants received
$28k
Net assets
$1.1M
1/2 repeat funderspeak grant-dependency 7%
01What it does

What Aum Capital Group Charitable Foundation does

Program

  1. Pathway 2 success supports 30 under resourced female high school students

The program described on its FY2024 Form 990-PF.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($42k) Expenses 100 ($74k) Net assets 100 ($847k)2018 Revenue 268 ($112k) Expenses 135 ($100k) Net assets 101 ($860k)2019 Revenue 618 ($259k) Expenses 162 ($120k) Net assets 118 ($998k)2020 Revenue 717 ($300k) Expenses 234 ($173k) Net assets 133 ($1.1M)2021 Revenue 427 ($179k) Expenses 433 ($321k) Net assets 116 ($983k)2022 Revenue 93 ($39k) Expenses 276 ($205k) Net assets 96 ($817k)2023 Revenue 59 ($25k) Expenses 73 ($54k) Net assets 118 ($1.0M)2024 Revenue 86 ($36k) Expenses 99 ($73k) Net assets 128 ($1.1M)
'17'18'19'20'21'22'23'24
Revenue (86)Expenses (99)Net assets (128)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $817k to $1.0M (+23%).

$847k
$860k
$998k
$1.1M
$986k
$817k
$1.0M
$1.1M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24
Listed55555522
Joined·+1+0+0+0+0··
No longer listed·10000··
03Who funds it

Who funds it, year by year

2018 → 2020: the base held at 1 funder, grant income rose $7k → $9k.

Funder
'18
'19
'20
total
funders
1
2
1

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of AUM CAPITAL GROUP CHARITABLE FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

AUM CAPITAL GROUP CHARITABLE FOUNDATION leans on a few funders — its largest provides 82% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund AUM CAPITAL GROUP CHARITABLE FOUNDATION.

82%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2018 100% · 2019 56% · 2020 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

AUM CAPITAL GROUP CHARITABLE FOUNDATION draws 100% of its grant income from funders outside Alabama, across 1 state in all.

TX

In-state vs out-of-state, by year

’18
’19
’20
Alabama out of state home

Funder states come from each funder’s own filing. $5k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

AUM CAPITAL GROUP CHARITABLE FOUNDATION is better cushioned than half of the 7,183 philanthropy nonprofits its size.

Months of reserve17.5mo · above the median
Revenue growth (annualized)−2% · above the median

this organization peer median middle 50% of peers· 7,183 philanthropy nonprofits under $100k, FY2024

Organizations like AUM CAPITAL GROUP CHARITABLE FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Alabama

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for AUM CAPITAL GROUP CHARITABLE FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds AUM CAPITAL GROUP CHARITABLE FOUNDATION?
AUM CAPITAL GROUP CHARITABLE FOUNDATION (Alabama) receives grants from 2 organizations whose IRS filings report $28,000 to it, the largest being INTERLINC FAMILY FOUNDATION ($22,900). 1 of them have funded it in more than one year.
How many funders does AUM CAPITAL GROUP CHARITABLE FOUNDATION have?
IRS filings report 2 organizations giving $28,000 in grants to AUM CAPITAL GROUP CHARITABLE FOUNDATION, 1 of which have funded it in more than one year.
Who is the largest funder of AUM CAPITAL GROUP CHARITABLE FOUNDATION?
INTERLINC FAMILY FOUNDATION is the largest funder on record, with $22,900 in grants. The full list of funders is on this page.
How can an organization like AUM CAPITAL GROUP CHARITABLE FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Alabama. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing