Form 990 for tax year 2025

1f · All other contributions, gifts and grants

$1,488,900

1g · Noncash contributions included above

$10,087

3 · Investment income

total $599,901 · excluded $599,901

7a · Gross sales of assets other than inventory

securities $17,721,079

7b · Less cost or other basis and sales expenses

securities $15,937,254

7c · Gain or loss

securities $1,783,825

7d · Net gain or loss

total $1,783,825 · excluded $1,783,825

11a · Other revenue: OTHER INCOME

total $58,993 · excluded $58,993

11e · Other revenue, total

$58,993

1 · Grants to domestic organizations and governments

total $1,491,558 · program services $1,491,558

2 · Grants to domestic individuals

total $326,359 · program services $326,359

7 · Other salaries and wages

total $646,873 · program services $89,750 · management and general $105,417 · fundraising $451,706

8 · Pension plan contributions

total $28,324 · program services $3,930 · management and general $4,616 · fundraising $19,778

9 · Other employee benefits

total $67,248 · program services $9,330 · management and general $10,959 · fundraising $46,959

10 · Payroll taxes

total $43,740 · program services $6,069 · management and general $7,128 · fundraising $30,543

11c · Fees: accounting

total $23,715 · management and general $23,715

11f · Fees: investment management

total $114,379 · management and general $114,379

11g · Fees: other

total $121,682 · management and general $22,965 · fundraising $98,717

13 · Office expenses

total $23,442 · program services $1,959 · management and general $981 · fundraising $20,502

17 · Travel

total $42,988 · fundraising $42,988

24a · Other expenses: TRUST AND ANNUITY PAYMENT

total $242,138 · management and general $242,138

24b · Other expenses: DONOR RECOGNITION

total $42,318 · fundraising $42,318

24c · Other expenses: SRJ PRINTING AND POSTAGE

total $35,601 · program services $35,601

24d · Other expenses: DIRECT MAIL

total $12,033 · fundraising $12,033

1 · Cash, non-interest-bearing

beginning of year $807,412 · end of year $378,182

11 · Investments: publicly traded securities

beginning of year $21,641,192 · end of year $24,246,895

12 · Investments: other securities

beginning of year $1,471,132 · end of year $1,162,382

15 · Other assets

beginning of year $5,493,430 · end of year $6,321,132

25 · Other liabilities

beginning of year $365,980 · end of year $65,282

27 · Net assets without donor restrictions

beginning of year $20,336,047 · end of year $23,426,650

28 · Net assets with donor restrictions

beginning of year $8,711,139 · end of year $8,616,659