Form 990 for tax year 2023

1d · Related organizations

$5,899,085

1f · All other contributions, gifts and grants

$31,666,630

1g · Noncash contributions included above

$14,448,978

2a · Program service revenue: MANAGEMENT FEE INCOME

total $305,824 · related or exempt $305,824

2b · Program service revenue: EVENT INCOME

total $40,097 · related or exempt $40,097

3 · Investment income

total $5,444,947 · unrelated business -$343 · excluded $5,445,290

7a · Gross sales of assets other than inventory

securities $485,870

7b · Less cost or other basis and sales expenses

securities $0

7c · Gain or loss

securities $485,870

7d · Net gain or loss

total $485,870 · excluded $485,870

1 · Grants to domestic organizations and governments

total $29,450,008 · program services $29,450,008

2 · Grants to domestic individuals

total $236,614 · program services $236,614

5 · Compensation of officers, directors and key employees

total $541,500 · program services $255,325 · management and general $174,100 · fundraising $112,075

7 · Other salaries and wages

total $943,178 · program services $472,167 · management and general $375,231 · fundraising $95,780

8 · Pension plan contributions

total $54,162 · program services $26,539 · management and general $20,040 · fundraising $7,583

9 · Other employee benefits

total $145,651 · program services $71,369 · management and general $53,891 · fundraising $20,391

10 · Payroll taxes

total $101,284 · program services $49,629 · management and general $37,475 · fundraising $14,180

11b · Fees: legal

total $22,709 · program services $22,709

11c · Fees: accounting

total $122,368 · management and general $122,368

11f · Fees: investment management

total $606,383 · management and general $606,383

11g · Fees: other

total $223,713 · program services $44,899 · management and general $125,836 · fundraising $52,978

12 · Advertising and promotion

total $53,032 · program services $26,516 · fundraising $26,516

13 · Office expenses

total $209,041 · program services $91,132 · management and general $91,872 · fundraising $26,037

16 · Occupancy

total $93,435 · program services $45,783 · management and general $34,571 · fundraising $13,081

17 · Travel

total $307 · management and general $215 · fundraising $92

19 · Conferences, conventions and meetings

total $133,848 · program services $74,112 · management and general $26,617 · fundraising $33,119

20 · Interest

total $270,807 · program services $270,807

23 · Insurance

total $62,322 · management and general $62,322

24a · Other expenses: PRINTING AND PUBLICATIO

total $21,004 · program services $10,502 · fundraising $10,502

24b · Other expenses: OTHER EXPENSES

total $11,707 · program services $7,654 · management and general $4,018 · fundraising $35

24c · Other expenses: UBIT

total $9,824 · management and general $9,824

24d · Other expenses: DUES & SUBSCRIPTIONS

total $5,390 · management and general $5,390

1 · Cash, non-interest-bearing

beginning of year $894,657 · end of year $760,814

3 · Pledges and grants receivable

beginning of year $0 · end of year $4,850

7 · Other notes and loans receivable

beginning of year $1,300,770 · end of year $539,418

9 · Prepaid expenses and deferred charges

beginning of year $4,554,877 · end of year $2,770,520

11 · Investments: publicly traded securities

beginning of year $281,416,054 · end of year $298,520,394

15 · Other assets

beginning of year $3,017,718 · end of year $7,480,637

17 · Accounts payable and accrued expenses

beginning of year $1,074,505 · end of year $283,774

18 · Grants payable

beginning of year $0 · end of year $101,826

21 · Escrow or custodial account liability

beginning of year $82,706,986 · end of year $79,558,416

23 · Secured mortgages and notes payable

beginning of year $1,203,732 · end of year $447,995

25 · Other liabilities

beginning of year $960,885 · end of year $1,398,826

27 · Net assets without donor restrictions

beginning of year $200,035,849 · end of year $221,628,607

28 · Net assets with donor restrictions

beginning of year $5,202,119 · end of year $6,657,189