Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $2,290,231

• 1g · Noncash contributions included above

  $34,305

• 7a · Gross sales of assets other than inventory

  securities $52,743,704

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

  securities $42,286,460

• 7c · Gain or loss

  securities $10,457,244

• 7d · Net gain or loss

  total $10,457,244 · excluded $10,457,244

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $2,407,548 · program services $2,407,548

• 11a · Fees: management

  total $126,164 · management and general $126,164

• 11c · Fees: accounting

  total $132,255 · management and general $132,255

• 11f · Fees: investment management

  total $289,962 · management and general $289,962

• 11g · Fees: other

  total $145,081 · management and general $145,081

• 12 · Advertising and promotion

  total $28,513 · management and general $28,513

• 13 · Office expenses

  total $1,497 · management and general $1,497

• 17 · Travel

  total $2,264 · management and general $2,264

• 23 · Insurance

  total $9,189 · management and general $9,189

• 24a · Other expenses: BAD DEBT EXPENSE

  total $319,315 · program services $0 · management and general $0 · fundraising $319,315

• 24b · Other expenses: SUPPLIES AND SERVICES

  total $257,014 · program services $0 · management and general $23,331 · fundraising $233,683

• 24c · Other expenses: MISCELLANEOUS

  total $27,252 · program services $0 · management and general $27,252 · fundraising $0

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $571,555 · end of year $621,516

• 2 · Savings and temporary cash investments

  beginning of year $6,166,512 · end of year $7,706,414

• 3 · Pledges and grants receivable

  beginning of year $4,658,205 · end of year $4,877,831

• 4 · Accounts receivable

  beginning of year $1,018,317 · end of year $860,174

• 9 · Prepaid expenses and deferred charges

  beginning of year $0 · end of year $22,635

• 11 · Investments: publicly traded securities

  beginning of year $54,271,338 · end of year $22,432,523

• 12 · Investments: other securities

  beginning of year $8,108,229 · end of year $43,009,015

• 17 · Accounts payable and accrued expenses

  beginning of year $156,959 · end of year $157,293

• 25 · Other liabilities

  beginning of year $26,982 · end of year $140,985

• 27 · Net assets without donor restrictions

  beginning of year $4,408,536 · end of year $2,660,481

• 28 · Net assets with donor restrictions

  beginning of year $70,201,679 · end of year $76,571,349

The filer's explanations (Part III)

PART I, LINE 3:

THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE EXECUTIVE DIRECTOR, OFFICERS, AND TRUSTEES USING A COMPARABILITY DATA ANALYSIS.