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    3. Robert A Toigo Foundation
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    Robert A Toigo Foundation

    ActiveEducation
    OAKLAND, CAWebsite5107635771

    About Robert A Toigo Foundation

    Developing leaders whose innovative mindsets, investment excellence and human-centered leadership are advancing the finance industry — and beyond. Preparing professionals for leadership and helping organizations create environments where those individuals thrive.

    Focus Areas

    Leadership developmentGraduate educationWorkforce and career developmentFinancial services / investment industryWomen in leadership

    Who They Fund

    individual fellows/award recipientsindividual scholars or practitioners

    Funding Style

    merit-based individual fellowshipsaward/recognition fundingindividual professional supportone-time/short-term awards

    About Robert A Toigo Foundation

    Robert a Toigo Foundation’s recent grantmaking is built around merit awards to graduate business schools, with the largest grant in the file going to Harvard University Business School for $67,000 in 2024. That pattern points to a funder that supports individual fellows and scholars through academic institutions rather than operating grants to organizations. The award list also shows repeated support for Wharton School of the University of PA, including $42,000 in 2024 and $17,000 in 2025, alongside other merit awards to Stanford University, Columbia University, and the University of Southern California. The foundation’s stated work centers on developing leaders in finance, especially through graduate education, leadership development, and career preparation. Its active programs reinforce that approach: LIFE provides one-year graduate education in finance, Toigo Catapult serves as a springboard into the program, and Groundbreakers focuses on women’s leadership development. Recent grants and program design together show a funder that ties financial services talent development to technical training, networking, and recognition of achievement.

    What Robert A Toigo Foundation Funds

    Graduate education is a clear throughline in the foundation’s grantmaking. Harvard University Business School received $67,000 in 2024 and another $29,500 in 2025 as fellow merit awards, while the Wharton School of the University of PA received $42,000 in 2024 and $17,000 in 2025. These awards align with LIFE, the foundation’s one-year graduate education program for finance leaders. Leadership development is another core area. Stanford University received $15,000 in 2025 and $10,000 in 2024 under fellow merit awards, reflecting support for individual scholars or practitioners building careers in finance. The foundation also supports women’s leadership through Groundbreakers Women’s Initiative, a platform centered on coaching and connections. Career advancement and professional recognition appear in the grant list as merit awards to academic institutions, including the University of Southern California for $22,000 in 2024 and Columbia University for $12,500 in 2024.

    How Robert A Toigo Foundation Gives

    Typical grants are relatively small to mid-sized, with a p25 of $8,750, a median of $12,500, and a p75 of $32,000. The recent record shows repeated awards to the same institutions across 2024 and 2025, which suggests recurring support rather than one-time funding. The foundation reports no funding to individuals directly, and its active programs emphasize short-term, merit-based support, fellowships, and recognition tied to finance education and career development. Several programs accept unsolicited participation or sponsorship, including Industry Dinner, Groundbreakers, and Industry Insights.

    Financial Snapshot

    Annual Giving

    $322K

    Total Assets

    $4.8M

    Total Revenue

    $3.7M

    Total Expenses

    $4.4M

    Typical Grant Size

    Most grants fall between $9K and $32K, with a median of $13K.

    25th Percentile

    $9K

    Median

    $13K

    75th Percentile

    $32K

    Geographic Reach

    National5 states funded

    About 29% of grants go to recipients in CA.

    Funding intensity
    Low
    High
    Headquarters

    Leadership

    NANCY SIMS

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    EIN: 13-3565420
    3 filings on record
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    Topics

    fellowship supportprofessional recognitioncareer advancement for individualsscholarship/academic excellence

    Where Robert A Toigo Foundation Makes Grants

    Grant recipients are entirely U.S.-based in the recent file, with 17 grants and 100% of giving to U.S. recipients. California is the top state by grant count, and 29% of grants go to recipients in the foundation’s HQ state. Recent recipients appear in Boston, Philadelphia, Los Angeles, Stanford, New York, Chicago, and Cambridge, showing a national footprint with strong concentration in major university and finance hubs.

    Frequently Asked Questions About Robert A Toigo Foundation

    What kinds of organizations or people does Robert a Toigo Foundation support?

    The foundation funds individual fellows, scholars, and practitioners through merit awards connected to graduate business schools and finance leadership development. Its active programs also focus on graduate education, leadership development, workforce and career development, and women in leadership.

    What is the typical grant size?

    Typical grants cluster around a median of $12,500, with a p25 of $8,750 and a p75 of $32,000. Recent awards include several amounts at or near that range, along with larger merit awards to business schools.

    Does the foundation give only in one place?

    No. The recent grants are national, with all 17 grants in the file going to U.S. recipients. California is the top state by grant count, and 29% of grants go to recipients in the foundation’s HQ state.

    What are the main focus areas in the foundation’s grantmaking?

    The foundation’s work centers on leadership development, graduate education, workforce and career development, the financial services and investment industry, and women in leadership. Its programs include LIFE, Toigo Catapult, Groundbreakers Women’s Initiative, and Industry Insights.

    Do grants recur to the same recipients?

    Yes. The recent record shows repeat awards to the same institutions across 2024 and 2025, including Harvard University Business School, Wharton School of the University of PA, Stanford University, Columbia University, and Massachusetts Institute of Management.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    HARVARD UNIVERSITY BUSINESS SCHOOLBOSTON, MA$29,5002025FELLOW MERIT AWARD
    HARVARD UNIVERSITY BUSINESS SCHOOLBOSTON, MA$29,5002025FELLOW MERIT AWARD
    WHARTON SCHOOL OF THE UNIVERSITY OF PAPHILADELPHIA, PA$17,0002025FELLOW MERIT AWARD
    WHARTON SCHOOL OF THE UNIVERSITY OF PAPHILADELPHIA, PA$17,0002025FELLOW MERIT AWARD
    STANFORD UNIVERSITYSTANFORD, CA$15,0002025FELLOW MERIT
    STANFORD UNIVERSITYSTANFORD, CA$15,0002025FELLOW MERIT
    MASSACHUSETTS INSTITUTE OF MANAGEMENTCAMBRIDGE, MA$7,5002025FELLOW MERIT
    MASSACHUSETTS INSTITUTE OF MANAGEMENTCAMBRIDGE, MA$7,5002025FELLOW MERIT
    COLUMBIA UNIVERSITYNEW YORK, NY$7,5002025FELLOW MERIT
    COLUMBIA UNIVERSITYNEW YORK, NY$7,5002025FELLOW MERIT
    HARVARD UNIVERSITY BUSINESS SCHOOLBOSTON, MA$67,0002024FELLOW MERIT AWARD
    WHARTON SCHOOL OF THE UNIVERSITY OF PAPHILADELPHIA, PA$42,0002024FELLOW MERIT AWARD
    UNIVERSITY OF SOUTHERN CALIFORNIALOS ANGELES, CA$22,0002024FELLOW MERIT AWARD
    COLUMBIA UNIVERSITYNEW YORK, NY$12,5002024FELLOW MERIT AWARD
    STANFORD UNIVERSITYSTANFORD, CA$10,0002024FELLOW MERIT AWARD
    UNI OF CHICAGO BOOTH SCHOOL OF BUSINESSCHICAGO, IL$7,5002024FELLOW MERIT AWARD
    NEW YORK UNI STERN SCHOOL OF BUSINESSNEW YORK, NY$7,5002024FELLOW MERIT AWARD

    HARVARD UNIVERSITY BUSINESS SCHOOL

    $29,500
    BOSTON, MA2025

    FELLOW MERIT AWARD

    HARVARD UNIVERSITY BUSINESS SCHOOL

    $29,500
    BOSTON, MA2025

    FELLOW MERIT AWARD

    WHARTON SCHOOL OF THE UNIVERSITY OF PA

    $17,000
    PHILADELPHIA, PA2025

    FELLOW MERIT AWARD

    WHARTON SCHOOL OF THE UNIVERSITY OF PA

    $17,000
    PHILADELPHIA, PA2025

    FELLOW MERIT AWARD

    STANFORD UNIVERSITY

    $15,000
    STANFORD, CA2025

    FELLOW MERIT

    STANFORD UNIVERSITY

    $15,000
    STANFORD, CA2025

    FELLOW MERIT

    MASSACHUSETTS INSTITUTE OF MANAGEMENT

    $7,500
    CAMBRIDGE, MA2025

    FELLOW MERIT

    MASSACHUSETTS INSTITUTE OF MANAGEMENT

    $7,500
    CAMBRIDGE, MA2025

    FELLOW MERIT

    COLUMBIA UNIVERSITY

    $7,500
    NEW YORK, NY2025

    FELLOW MERIT

    COLUMBIA UNIVERSITY

    $7,500
    NEW YORK, NY2025

    FELLOW MERIT

    HARVARD UNIVERSITY BUSINESS SCHOOL

    $67,000
    BOSTON, MA2024

    FELLOW MERIT AWARD

    WHARTON SCHOOL OF THE UNIVERSITY OF PA

    $42,000
    PHILADELPHIA, PA2024

    FELLOW MERIT AWARD

    UNIVERSITY OF SOUTHERN CALIFORNIA

    $22,000
    LOS ANGELES, CA2024

    FELLOW MERIT AWARD

    COLUMBIA UNIVERSITY

    $12,500
    NEW YORK, NY2024

    FELLOW MERIT AWARD

    STANFORD UNIVERSITY

    $10,000
    STANFORD, CA2024

    FELLOW MERIT AWARD

    UNI OF CHICAGO BOOTH SCHOOL OF BUSINESS

    $7,500
    CHICAGO, IL2024

    FELLOW MERIT AWARD

    NEW YORK UNI STERN SCHOOL OF BUSINESS

    $7,500
    NEW YORK, NY2024

    FELLOW MERIT AWARD