Henry M Paulson Jr Institute is a 501(c)(3) organization based in Chicago, Illinois, registered in 2012, with $1,092,182 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$1.1M
▲ 8.0% vs prior year
International median: $227K
Expenses (FY2024)
$6.0M
Net assets
$7.3M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Henry M Paulson Jr Institute— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Henry M Paulson Jr Institute: 15 mo reserves · -450% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Henry M Paulson Jr Institute— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Henry M Paulson Jr Institute: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $6.2M (FY2013) to $1.1M (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-449.5%
Spent more than it raised in the latest fiscal year.
Total assets
$7.8M
Total liabilities
$436K
Net assets
$7.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,092,182▲8.0% | $6,001,870▲1.1% | $7,315,380▼37.7% | $7,751,126▼37.8% | 990PF |
| 2023 | $1,010,985▼40.3% | $5,936,203▲4.6% | $11,738,531▼24.1% | $12,460,230▼23.9% | 990PF |
| 2022 | $1,692,706▼72.0% | $5,677,370▲1.2% | $15,471,236▼27.0% | $16,366,113▼24.1% | 990PF |
| 2021 | $6,055,335▲129% | $5,607,737▼5.3% | $21,187,094▲2.2% | $21,567,967▲2.1% | 990PF |
| 2020 | $2,643,816▼78.4% | $5,919,892▼23.3% | $20,733,664▲13.5% | $21,122,638▲10.7% | 990PF |
| 2017 | $12,220,484▲9.3% | $7,718,477▲16.7% | $18,266,973▲32.7% | $19,082,577▲32.3% | 990PF |
| 2016 | $11,183,530▼6.1% | $6,613,285▼28.3% | $13,768,612▲49.7% | $14,419,330▲38.8% | 990PF |
| 2015 | $11,904,020▲20.6% | $9,224,942▲38.4% | $9,198,367▲41.1% | $10,389,188▲48.4% | 990 |
| 2014 | $9,872,374▲58.5% | $6,667,340▲38.6% | $6,519,289▲96.7% | $7,001,057▲96.5% | 990 |
| 2013 | $6,229,160 | $4,810,534▲116% | $3,314,255▲74.8% | $3,563,131▲79.5% | 990 |
| 2012 | — | $2,230,912 | $1,895,628 | $1,984,615 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
27 grants to Henry M Paulson Jr Institute totaling $20.1M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Dalio Family Fund Inc | To support general operations | 2024 | $500,000 |
| Donor Advised Charitable Giving | International, foreign affairs | 2023 | $500,000 |
| Dalio Family Fund Inc | To support general operations | 2022 | $1,000,000 |
| Donor Advised Charitable Giving | International, foreign affairs | 2022 | $500,000 |
| Dalio Family Fund Inc | To support general operations | 2021 | $2,000,000 |
| Jeremy and Hannelore Grantham Environmental Trust | Grants to protect the environment | 2021 | $300,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $100,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $100,000 |
| Jeremy and Hannelore Grantham Environmental Trust | Grants to protect the environment | 2020 | $400,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2019 | $3,000,000 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Community & human services | 2019 | $2,000,000 |
| Silicon Valley Community Foundation | International development | 2019 | $500,000 |
| Jeremy and Hannelore Grantham Environmental Trust | Grants to protect the environment | 2019 | $12,766 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | General support | 2018 | $2,000,000 |
| Jeremy and Hannelore Grantham Environmental Trust | Grants to protect the environment | 2018 | $987,234 |
Explore more
Data for Henry M Paulson Jr Institute (EIN 45-2430087) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.