Form 990 for tax year 2023
Filed by HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC.
Totals
- Total revenue
- $31,058,997
- Total expenses
- $29,715,341
- Contributions and grants received
- $30,526,955
- Grants paid
- $8,683,754
- Program service revenue
- $15,324
- Investment income
- $516,718
- Other revenue
- $0
- Total assets, end of year
- $40,756,109
- Total liabilities, end of year
- $24,077,977
- Net assets or fund balances, end of year
- $16,678,132
- Program services expenses (Part IX)
- $26,614,779
- Management and general expenses
- $2,660,150
- Fundraising expenses
- $440,412
- Program service expenses (Part III)
- $26,614,779
Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$12,685,108
-
1f · All other contributions, gifts and grants
$17,841,847
-
2a · Program service revenue: PRODUCT SALES
total $15,324 · unrelated business $15,324
-
3 · Investment income
total $918,753 · excluded $918,753
-
7a · Gross sales of assets other than inventory
securities $25,719,442
-
7b · Less cost or other basis and sales expenses
securities $26,121,477
-
7c · Gain or loss
securities -$402,035
-
7d · Net gain or loss
total -$402,035 · excluded -$402,035
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $114,689 · program services $114,689
-
2 · Grants to domestic individuals
total $8,532,065 · program services $8,532,065
-
3 · Grants to foreign organizations and individuals
total $37,000 · program services $37,000
-
5 · Compensation of officers, directors and key employees
total $1,415,553 · program services $899,301 · management and general $342,402 · fundraising $173,850
-
7 · Other salaries and wages
total $1,363,883 · program services $1,042,241 · management and general $194,683 · fundraising $126,959
-
8 · Pension plan contributions
total $67,649 · program services $56,240 · management and general $3,842 · fundraising $7,567
-
9 · Other employee benefits
total $218,884 · program services $166,998 · management and general $27,014 · fundraising $24,872
-
10 · Payroll taxes
total $106,539 · program services $73,256 · management and general $21,077 · fundraising $12,206
-
11b · Fees: legal
total $97,145 · program services $420 · management and general $96,725
-
11c · Fees: accounting
total $350,975 · program services $240,100 · management and general $110,875
-
11f · Fees: investment management
total $47,188 · management and general $47,188
-
11g · Fees: other
total $3,436,218 · program services $2,625,695 · management and general $809,398 · fundraising $1,125
-
12 · Advertising and promotion
total $483,670 · program services $415,864 · management and general $67,806
-
13 · Office expenses
total $706,298 · program services $584,997 · management and general $102,232 · fundraising $19,069
-
14 · Information technology
total $445,006 · program services $334,351 · management and general $81,078 · fundraising $29,577
-
16 · Occupancy
total $270,733 · program services $199,209 · management and general $45,301 · fundraising $26,223
-
17 · Travel
total $768,532 · program services $717,765 · management and general $45,263 · fundraising $5,504
-
19 · Conferences, conventions and meetings
total $5,680,168 · program services $5,599,185 · management and general $80,983
-
22 · Depreciation, depletion and amortization
total $123,940 · program services $87,229 · management and general $23,251 · fundraising $13,460
-
23 · Insurance
total $225,815 · program services $136,119 · management and general $89,696
-
24a · Other expenses: AUDIO VISUAL & MULTIMED
total $4,828,391 · program services $4,752,055 · management and general $76,336
-
24b · Other expenses: BAD DEBT
total $395,000 · management and general $395,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,769,492 · end of year $2,161,352
-
2 · Savings and temporary cash investments
beginning of year $3,298,240 · end of year $4,372,177
-
3 · Pledges and grants receivable
beginning of year $10,775,579 · end of year $8,971,694
-
4 · Accounts receivable
beginning of year $49,014 · end of year $46,563
-
9 · Prepaid expenses and deferred charges
beginning of year $2,633,961 · end of year $2,391,438
-
10a · Land, buildings and equipment: cost or other basis
$1,540,292
-
10b · Land, buildings and equipment: accumulated depreciation
$1,090,463
-
10c · Land, buildings and equipment, net
beginning of year $411,595 · end of year $449,829
-
12 · Investments: other securities
beginning of year $15,886,167 · end of year $18,464,107
-
15 · Other assets
beginning of year $1,612,430 · end of year $3,898,949
-
17 · Accounts payable and accrued expenses
beginning of year $1,999,740 · end of year $1,893,109
-
25 · Other liabilities
beginning of year $23,971,672 · end of year $22,184,868
-
27 · Net assets without donor restrictions
beginning of year $10,675,678 · end of year $6,416,407
-
28 · Net assets with donor restrictions
beginning of year $3,789,388 · end of year $10,261,725
Mission and programs · 2023
Mission
THE PRIMARY EXEMPT PURPOSE OF THE ASSOCIATION IS TWO FOLD: (1) TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND (2) TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS.
Activities or mission (Part I)
THE PRIMARY EXEMPT PURPOSE OF THE ASSOCIATION IS TWO FOLD : (1) TO PROVIDE SCHOLARSHIP ASSISTANCE TO HELP PROMISING HIGH SCHOOL STUDENTS (WHO FIT THE HORATIO ALGER PROFILE) ATTEND COLLEGE, AND (2) TO SPREAD THE MESSAGE THAT AMERICA'S FREE ENTERPRISE SYSTEM PROVIDES THE GREATEST OPPORTUNITIES IN THE WORLD FOR PERSONAL ACHIEVEMENT AND SUCCESS. THE ASSOCIATION WAS FOUNDED MORE THAN 70 YEARS AGO TO COMBAT A GROWING ATTITUDE AMONG YOUNG PEOPLE THAT ECONOMIC OPPORTUNITY WAS A THING OF THE PAST. THE ASSOCIATION STRIVES TO MOTIVATE AND EDUCATE OUR NATION'S YOUNG PEOPLE TO THE ECONOMIC AND PERSONAL OPPORTUNITIES AFFORDED THEM BY THE PROMISE OF THE AMERICAN FREE-ENTERPRISE SYSTEM. THE ASSOCIATION BRINGS THE "HORATIO ALGER HEROES" OF TODAY TOGETHER WITH THOSE OF TOMORROW BY BESTOWING THE HORATIO ALGER AWARD ANNUALLY; HOSTING CAREER, PUBLIC SERVICE, AND COMMUNITY SERVICE SEMINARS; SPONSORING FREE-ENTERPRISE FORUMS; AWARDING SCHOLARSHIPS EACH YEAR; AND PROVIDING AN INTERNSHIP PROGRAM.
-
OTHER SCHOLARSHIP PROGRAMS INCLUDE THE INTERNSHIP AND EXTERNSHIP PROGRAM, THE COST OF SCHOLAR SERVICES, SUCH AS FINANCIAL ADVISING, THE ALUMNI ADVISORY COUNCIL, THE SCHOLARSHIP SELECTION COMMITTEE AND THE MEMBERS FORUM MEETINGS. THE ASSOCIATION ALSO OFFERS GRANTS TO SCHOLARS PURSUING GRADUATE STUDIES THROUGH THE DENNIS WASHINGTON GRADUATE GRANT PROGRAM.
Expenses $10,314,660 · Grants $8,643,061
-
MEMBERSHIP AND INDUCTION: THE HORATIO ALGER AWARD (THE AWARD) IS RECOGNIZED AS ONE OF THE NATION'S MOST PRESTIGIOUS HONORS. THE AWARD IS PRESENTED DURING THE ANNUAL MEMBERSHIP PROGRAM AND INDUCTION CEREMONIES HELD IN WASHINGTON, D.C., EACH YEAR DURING A MULTI-DAY PROGRAM FOR MEMBERS, LIFE PARTNERS AND FRIENDS OF DISTINCTION, HELD CONCURRENTLY WITH THE NATIONAL SCHOLARS' CONFERENCE. THE PROGRAMS FOCUS ON MEMBER ACHIEVEMENTS, INTERVIEWS WITH NEW MEMBERS, OPPORTUNITIES FOR MEMBER NETWORKING, MENTORING OF THE NATIONAL SCHOLARS AND EDUCATIONAL PROGRAMS REGARDING THE FUTURE OF THE AMERICAN DREAM.
Expenses $8,263,708
-
MEMBER SUPPORT AND MEETINGS: THE ASSOCIATION CONVENES THE LIFETIME MEMBERS AND LIFE PARTNERS TO ADVANCE THE MISSION, PROGRAMS AND SERVICES OF THE ASSOCIATION ON A REGULAR BASIS INCLUDING, BUT NOT LIMITED TO, THE ANNUAL BOARD OF DIRECTORS MEETING, ANNUAL AWARDS WEEK IN WASHINGTON AND AT SPECIALIZED FORUMS, SUCH AS THE INTERNATIONAL FORUM, ALUMNI SUMMITS AND REGIONAL CONVENINGS. THESE ACTIVITIES INCLUDE ONGOING COMMUNICATIONS WITH MEMBERS, SUCH AS FORUM; THE BIENNIAL REPORT; ONLY IN AMERICA; AND OTHER ONLINE AND PRINTED MATERIALS THAT KEEP THE MEMBERS CONNECTED TO THE ASSOCIATIONS MISSION AND WORK.
Expenses $2,969,024
-
NATIONAL SCHOLARS' CONFERENCE
Expenses $1,989,845
-
SCHOLAR SERVICES AND SUPPORT
Expenses $927,087 · Grants $40,693
-
EDUCATIONAL MEDIA AND PUBLICATIONS
Expenses $709,183 · Revenue $15,324
-
RESEARCH
Expenses $617,601
-
AMERICAN ENTERPRISE SUMMIT
Expenses $365,343
-
SCHOLARS ALUMNI PROGRAMS
Expenses $280,493
-
FIELD DIRECTORS MEETING
Expenses $177,835
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
James F Dicke IIJAMES F DICKE II
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Gregory E AbelGREGORY E ABEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
The Hon Barbara M BarrettTHE HON BARBARA M BARRETT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
John H WeilandJOHN H WEILAND
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Matthew K RoseMATTHEW K ROSE
IMMEDIATE PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Joseph NeubauerJOSEPH NEUBAUER
CHAIRMAN EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David L SokolDAVID L SOKOL
CHAIRMAN EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Byron D TrottBYRON D TROTT
CHAIRMAN EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dennis R WashingtonDENNIS R WASHINGTON
CHAIRMAN EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
V Prem WatsaV PREM WATSA
HAAC PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mike JacksonMIKE JACKSON
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda D RabbittLINDA D RABBITT
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Glenn B StearnsGLENN B STEARNS
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris SullivanCHRIS SULLIVAN
AT-LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles C Anderson SrCHARLES C ANDERSON SR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lee R Anderson SrLEE R ANDERSON SR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George L Argyros SrGEORGE L ARGYROS SR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wanda M AustinWANDA M AUSTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James W AyersJAMES W AYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ronald M Bergeron SrRONALD M BERGERON SR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert J BrownROBERT J BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rita LcaseRITA LCASE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leon G CoopermanLEON G COOPERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Don R DasekeDON R DASEKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark E DavisMARK E DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William J DoreWILLIAM J DORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William F FarleyWILLIAM F FARLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sam FoxSAM FOX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terry M GilesTERRY M GILES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jack M GillJACK M GILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joseph M GrantJOSEPH M GRANT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William E GreeheyWILLIAM E GREEHEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Edmund A HajimEDMUND A HAJIM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Craig HallCRAIG HALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ronald G HarringtonRONALD G HARRINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alphonso R JacksonALPHONSO R JACKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Melvyn N KleinMELVYN N KLEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stanley KroenkeSTANLEY KROENKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kenneth G LangoneKENNETH G LANGONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick P LeePATRICK P LEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gilbert Edward Levasseur JrGILBERT EDWARD LEVASSEUR JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Craig O McCawCRAIG O MCCAW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Howard M MeyersHOWARD M MEYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lee E MiklesLEE E MIKLES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alan B MillerALAN B MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert G MillerROBERT G MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Valerie Montgomery RiceVALERIE MONTGOMERY RICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian MulroneyBRIAN MULRONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
R James NicholsonR JAMES NICHOLSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clarence Otis JrCLARENCE OTIS JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Harry S PattenHARRY S PATTEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nido R QubeinNIDO R QUBEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ernest S RadyERNEST S RADY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg P RenkerGREG P RENKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey A RichJEFFREY A RICH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl H Ricker JrCARL H RICKER JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
G Brint RyanG BRINT RYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
T Denny SanfordT DENNY SANFORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert J SchlegelROBERT J SCHLEGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephen C SchottSTEPHEN C SCHOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James M Seneff JrJAMES M SENEFF JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas Joseph Shannon JrTHOMAS JOSEPH SHANNON JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ronald M SimonRONALD M SIMON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Earl W Stafford SrEARL W STAFFORD SR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David L StewardDAVID L STEWARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peter WstottPETER WSTOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marcia G TaylorMARCIA G TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David A ThompsonDAVID A THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George A WeissGEORGE A WEISS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Anthony WeltersANTHONY WELTERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sidney D WolkSIDNEY D WOLK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert L Wright JrROBERT L WRIGHT JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jordan ZimmermanJORDAN ZIMMERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lou DobbsLOU DOBBS
HONORARY BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clarence ThomasCLARENCE THOMAS
HONORARY BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terrence J GirouxTERRENCE J GIROUX
EXECUTIVE DIRECTOR
- Total calculated
- $1,491,679
- From this org
- $1,037,106
- From related orgs
- $0
- Other
- $454,573
- Hours/week
- 27.5 + 10 related
Schedule J breakdown matched by us
- Base
- $520,041
- Bonus
- $250,000
- Other
- $267,065
- Deferred
- $404,655
- Nontaxable benefits
- $49,918
- Filer's total
- $1,491,679
-
Constantine G KatsaraskisCONSTANTINE G KATSARASKIS
DIRECTOR STRATETIC INITIAT
- Total calculated
- $414,530
- From this org
- $329,397
- From related orgs
- $0
- Other
- $85,133
- Hours/week
- 31.5 + 6 related
Schedule J breakdown matched by us
- Base
- $329,397
- Bonus
- $0
- Other
- $0
- Deferred
- $72,500
- Nontaxable benefits
- $12,633
- Filer's total
- $414,530
-
John B ThornburgJOHN B THORNBURG
CHIEF FINANCIAL OFFICER
- Total calculated
- $296,782
- From this org
- $247,609
- From related orgs
- $0
- Other
- $49,173
- Hours/week
- 26.5 + 11 related
Schedule J breakdown matched by us
- Base
- $247,609
- Bonus
- $0
- Other
- $0
- Deferred
- $24,790
- Nontaxable benefits
- $24,383
- Filer's total
- $296,782
-
Kristen R LawKRISTEN R LAW
DIRECTOR, EDUCATIONAL AND
- Total calculated
- $277,394
- From this org
- $228,946
- From related orgs
- $0
- Other
- $48,448
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $224,663
- Bonus
- $4,283
- Other
- $0
- Deferred
- $22,273
- Nontaxable benefits
- $26,175
- Filer's total
- $277,394
-
Margaret SlipekMARGARET SLIPEK
MANAGER EDITORIAL SERVICES
- Total calculated
- $271,890
- From this org
- $222,294
- From related orgs
- $0
- Other
- $49,596
- Hours/week
- 33.5 + 3 related
Schedule J breakdown matched by us
- Base
- $222,294
- Bonus
- $0
- Other
- $0
- Deferred
- $22,229
- Nontaxable benefits
- $27,367
- Filer's total
- $271,890
-
Debra J StancilDEBRA J STANCIL
MANAGER OF NOMINATIONS
- Total calculated
- $170,797
- From this org
- $119,417
- From related orgs
- $0
- Other
- $51,380
- Hours/week
- 36.5 + 1 related
Schedule J breakdown matched by us
- Base
- $119,417
- Bonus
- $0
- Other
- $0
- Deferred
- $11,993
- Nontaxable benefits
- $39,387
- Filer's total
- $170,797
-
W Aaron HouseW AARON HOUSE
ASSISTANT DIRECTOR OF SCHO
- Total calculated
- $179,249
- From this org
- $148,883
- From related orgs
- $0
- Other
- $30,366
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $148,883
- Bonus
- $0
- Other
- $0
- Deferred
- $4,808
- Nontaxable benefits
- $25,558
- Filer's total
- $179,249
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
HERBIE HANCOCK INSTITUTE OF JAZZ
$100,000
EDUCATIONAL GRANT
-
$10,689
EDUCATIONAL GRANT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOLDS AND MANAGES ENDOWMENT FUNDS · VA
-
THE HORATIO ALGER ASSOCIATION OF CANADA
SCHOLARSHIP ASSISTANCE · CA
-
501(C)(3) · CHARITABLE · VA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349310752
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