Form 990 for tax year 2023

1f · All other contributions, gifts and grants

$595,579

3 · Investment income

total $470,154 · excluded $470,154

7a · Gross sales of assets other than inventory

securities $10,230,834

7b · Less cost or other basis and sales expenses

securities $10,649,832

7c · Gain or loss

securities -$418,998

7d · Net gain or loss

total -$418,998 · related or exempt -$418,998

11a · Other revenue: OTHER INCOME

total $2,250 · related or exempt $2,250

11b · Other revenue: ADMINISTRATIVE FEES

total $100 · related or exempt $100

11e · Other revenue, total

$2,350

1 · Grants to domestic organizations and governments

total $862,190 · program services $862,190

2 · Grants to domestic individuals

total $240,150 · program services $240,150

5 · Compensation of officers, directors and key employees

total $52,000 · management and general $41,600 · fundraising $10,400

7 · Other salaries and wages

total $68,338 · management and general $54,670 · fundraising $13,668

10 · Payroll taxes

total $9,140 · management and general $7,312 · fundraising $1,828

11a · Fees: management

total $3,631 · management and general $3,631

11c · Fees: accounting

total $8,450 · management and general $8,450

11f · Fees: investment management

total $98,663 · management and general $98,663

12 · Advertising and promotion

total $2,612 · management and general $2,090 · fundraising $522

13 · Office expenses

total $9,276 · management and general $7,421 · fundraising $1,855

14 · Information technology

total $28,252 · program services $7,844 · management and general $19,987 · fundraising $421

16 · Occupancy

total $5,815 · management and general $5,815

19 · Conferences, conventions and meetings

total $5,456 · management and general $5,456

22 · Depreciation, depletion and amortization

total $14,000 · management and general $14,000

23 · Insurance

total $4,005 · management and general $4,005

24a · Other expenses: SCHOLARSHIP COMMITTEE EXP

total $3,588 · program services $3,588

24b · Other expenses: YOUTH ENGAGED IN PHILANTH

total $3,557 · program services $3,557

24c · Other expenses: DUES AND SUBSCRIPTIONS

total $783 · management and general $783

24d · Other expenses: AWARDS AND RECOGNITION

total $613 · fundraising $613

24e · All other expenses

total $913 · management and general $314 · fundraising $599

1 · Cash, non-interest-bearing

beginning of year $405,818 · end of year $130,630

3 · Pledges and grants receivable

beginning of year $90,000 · end of year $90,000

4 · Accounts receivable

end of year $244

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

$244,670

10b · Land, buildings and equipment: accumulated depreciation

$81,556

10c · Land, buildings and equipment, net

beginning of year $177,114 · end of year $163,114

11 · Investments: publicly traded securities

beginning of year $17,227,151 · end of year $19,260,493

17 · Accounts payable and accrued expenses

beginning of year $23,904 · end of year $14,747

18 · Grants payable

beginning of year $380,662 · end of year $238,419

27 · Net assets without donor restrictions

beginning of year $4,478,934 · end of year $4,980,084

28 · Net assets with donor restrictions

beginning of year $13,016,583 · end of year $14,411,231