Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $184,408

• 1d · Related organizations

  $900,457

• 1f · All other contributions, gifts and grants

  $829,465

• 2f · All other program service revenue

  total $0 · related or exempt $0 · unrelated business $0 · excluded $0

• 3 · Investment income

  total $457,863 · excluded $457,863

• 6c · Rental income or loss

  real property $0 · personal property $0

• 7a · Gross sales of assets other than inventory

  securities $5,478,546

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

  securities $5,009,628

• 7c · Gain or loss

  securities $468,918 · other assets $0

• 7d · Net gain or loss

  total $468,918 · excluded $468,918

• 8a · Fundraising events: gross income

  $0

• 8a · Fundraising events: contributions included on line 1c

  $184,408

• 8b · Fundraising events: direct expenses

  $50,613

• 8c · Net income from fundraising events

  total -$50,613 · excluded -$50,613

• 11d · All other revenue

  total $0 · related or exempt $0 · unrelated business $0 · excluded $0

• 11e · Other revenue, total

  $0

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $243,591 · program services $243,591

• 2 · Grants to domestic individuals

  total $155,423 · program services $155,423

• 7 · Other salaries and wages

  total $86,588 · program services $12,338 · management and general $59,747 · fundraising $14,503

• 8 · Pension plan contributions

  total $3,938 · program services $561 · management and general $2,717 · fundraising $660

• 10 · Payroll taxes

  total $4,704 · program services $671 · management and general $3,245 · fundraising $788

• 11c · Fees: accounting

  total $12,414 · management and general $12,414

• 11g · Fees: other

  total $24,815 · program services $0 · management and general $24,815 · fundraising $0

• 13 · Office expenses

  total $18,264 · management and general $18,264

• 17 · Travel

  total $993 · management and general $993

• 19 · Conferences, conventions and meetings

  total $1,641 · management and general $1,641

• 24a · Other expenses: EMPLOYEE APPRECIATION

  total $29,200 · program services $4,161 · management and general $20,149 · fundraising $4,890

• 24b · Other expenses: DUES & SUBSCRIPTIONS

  total $2,395 · management and general $2,395

• 24e · All other expenses

  total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

• 3 · Pledges and grants receivable

  beginning of year $765,543 · end of year $441,532

• 5 · Loans and receivables from officers and key people

  end of year $0

• 6 · Loans and receivables from disqualified persons

  end of year $0

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

  $0

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

  $0

• 10c · Land, buildings and equipment, net

  end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $15,459,650 · end of year $18,642,558

• 12 · Investments: other securities

  beginning of year $685,343 · end of year $748,060

• 13 · Investments: program-related

  beginning of year $0

• 15 · Other assets

  beginning of year $136,663 · end of year $148,353

• 17 · Accounts payable and accrued expenses

  beginning of year $4,541 · end of year $5,454

• 22 · Loans and payables to officers and key people

  end of year $0

• 25 · Other liabilities

  beginning of year $8,980,000 · end of year $8,980,000

• 27 · Net assets without donor restrictions

  beginning of year $2,466,233 · end of year $4,598,278

• 28 · Net assets with donor restrictions

  beginning of year $5,596,425 · end of year $6,396,771

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation

THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: 1. COMPENSATION SURVEY OR STUDY 2. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• GREENCROFT MANAGEMENT INC

  C Corporation · MGMT SERVICES · IN · 0% owned · share of income $0 · share of assets $0 · controlled entity

  Directly controlled by NA