Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $7,173,183

• 1g · Noncash contributions included above

  $463,398

• 3 · Investment income

  total $2,441,340 · excluded $2,441,340

• 7a · Gross sales of assets other than inventory

  securities $16,420,967

• 7b · Less cost or other basis and sales expenses

  securities $10,041,241

• 7c · Gain or loss

  securities $6,379,726

• 7d · Net gain or loss

  total $6,379,726 · excluded $6,379,726

• 11a · Other revenue: PASS-THROUGH FROM LIMITED PARTNER

  total $3,431 · unrelated business $3,431

• 11e · Other revenue, total

  $3,431

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $5,255,638 · program services $5,255,638

• 5 · Compensation of officers, directors and key employees

  total $215,266 · management and general $215,266

• 7 · Other salaries and wages

  total $72,385 · management and general $72,385

• 8 · Pension plan contributions

  total $22,470 · management and general $22,470

• 9 · Other employee benefits

  total $43,134 · management and general $43,134

• 10 · Payroll taxes

  total $20,524 · management and general $20,524

• 11b · Fees: legal

  total $13,456 · management and general $13,456

• 11c · Fees: accounting

  total $27,700 · management and general $27,700

• 11f · Fees: investment management

  total $395,998 · management and general $395,998

• 11g · Fees: other

  total $42,423 · management and general $42,423

• 13 · Office expenses

  total $8,974 · management and general $8,974

• 14 · Information technology

  total $14,716 · management and general $14,716

• 17 · Travel

  total $39,291 · management and general $39,291

• 22 · Depreciation, depletion and amortization

  total $2,422 · management and general $2,422

• 23 · Insurance

  total $23,348 · management and general $23,348

• 24a · Other expenses: INSTITUTION SUPPORTING

  total $250,000 · management and general $250,000

• 24b · Other expenses: EDUCATION

  total $5,734 · management and general $5,734

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $812,966 · end of year $254,225

• 2 · Savings and temporary cash investments

  beginning of year $694,726 · end of year $36,572

• 3 · Pledges and grants receivable

  beginning of year $5,558,100 · end of year $6,723,812

• 4 · Accounts receivable

  beginning of year $154,806 · end of year $603,949

• 9 · Prepaid expenses and deferred charges

  beginning of year $27,710 · end of year $10,791

• 10a · Land, buildings and equipment: cost or other basis

  $181,716

• 10b · Land, buildings and equipment: accumulated depreciation

  $166,562

• 10c · Land, buildings and equipment, net

  beginning of year $14,606 · end of year $15,154

• 11 · Investments: publicly traded securities

  beginning of year $78,722,297 · end of year $85,700,459

• 12 · Investments: other securities

  beginning of year $50,634,491 · end of year $59,297,619

• 15 · Other assets

  beginning of year $349,116 · end of year $184,243

• 17 · Accounts payable and accrued expenses

  beginning of year $81,657 · end of year $82,029

• 25 · Other liabilities

  beginning of year $807,766 · end of year $707,441

• 27 · Net assets without donor restrictions

  beginning of year $7,679,359 · end of year $8,673,858

• 28 · Net assets with donor restrictions

  beginning of year $128,400,036 · end of year $143,363,496

The filer's explanations (Part III)

PART I, LINE 1A

SELECTIONS APPLY SOLELY TO THE PRESIDENT OF THE INSTITUTION, A VOTING MEMBER OF THE FOUNDATION BOARD, WHOSE COMPENSATION FROM THE INSTITUTION INCLUDES EXPENSES FOR HOUSING AND TRAVEL.