Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $8,218,939

• 1g · Noncash contributions included above

  $1,603,836

• 2a · Program service revenue: PLANNED GIVING SERVICES

  total $93,750 · related or exempt $93,750

• 2b · Program service revenue: INVESTMENT MANAGEMENT FEES

  total $77,274 · related or exempt $77,274

• 3 · Investment income

  total $1,457,141 · excluded $1,457,141

• 7a · Gross sales of assets other than inventory

  securities $36,687,631

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

  securities $36,058,365

• 7c · Gain or loss

  securities $629,266

• 7d · Net gain or loss

  total $629,266 · excluded $629,266

• 11a · Other revenue: MISCELLANEOUS INCOME

  total $1,834 · excluded $1,834

• 11e · Other revenue, total

  $1,834

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $4,018,720 · program services $4,018,720

• 2 · Grants to domestic individuals

  total $1,696,145 · program services $1,696,145

• 5 · Compensation of officers, directors and key employees

  total $309,477 · program services $100,988 · management and general $106,215 · fundraising $102,274

• 7 · Other salaries and wages

  total $338,024 · program services $101,709 · management and general $162,293 · fundraising $74,022

• 8 · Pension plan contributions

  total $24,641 · program services $8,041 · management and general $8,457 · fundraising $8,143

• 9 · Other employee benefits

  total $83,244 · program services $27,164 · management and general $28,570 · fundraising $27,510

• 10 · Payroll taxes

  total $51,209 · program services $15,982 · management and general $21,219 · fundraising $14,008

• 11a · Fees: management

  total $92,697 · program services $42,296 · management and general $39,585 · fundraising $10,816

• 11b · Fees: legal

  total $548 · management and general $548

• 11c · Fees: accounting

  total $39,655 · program services $18,094 · management and general $16,934 · fundraising $4,627

• 11f · Fees: investment management

  total $236,475 · program services $236,475

• 13 · Office expenses

  total $85,942 · program services $47,150 · management and general $25,451 · fundraising $13,341

• 16 · Occupancy

  total $84,691 · program services $29,201 · management and general $33,932 · fundraising $21,558

• 17 · Travel

  total $20,797 · program services $5,387 · management and general $9,073 · fundraising $6,337

• 23 · Insurance

  total $12,206 · program services $8,229 · management and general $2,405 · fundraising $1,572

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $1,041,729 · end of year $1,171,117

• 2 · Savings and temporary cash investments

  beginning of year $6,065,905 · end of year $8,064,907

• 3 · Pledges and grants receivable

  beginning of year $3,560 · end of year $7,500

• 9 · Prepaid expenses and deferred charges

  beginning of year $30,665 · end of year $25,906

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

  $18,825

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

  $18,825

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $60,284,197 · end of year $69,974,822

• 15 · Other assets

  beginning of year $447,947 · end of year $382,366

• 17 · Accounts payable and accrued expenses

  beginning of year $10,752 · end of year $4,485

• 18 · Grants payable

  beginning of year $3,299,964 · end of year $3,434,245

• 21 · Escrow or custodial account liability

  beginning of year $5,565,681 · end of year $9,211,439

• 24 · Unsecured notes and loans payable

  beginning of year $234,089 · end of year $169,311

• 27 · Net assets without donor restrictions

  beginning of year $1,363,966 · end of year $1,577,406

• 28 · Net assets with donor restrictions

  beginning of year $57,399,551 · end of year $65,229,732

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE. THE REVIEW INCLUDES CONSIDERATION OF COMPARABLE COMPENSATION DATA OF OTHER SIMILAR ORGANIZATIONS AS WELL AS SURVEY DATA. THE CANDID NONPROFIT COMPENSATION REPORT IS THE SOURCE OF COMPARISON INFORMATION AS WELL AS 990 FILINGS OF SIMILAR ORGANIZATIONS. ALL DELIBERATION AND DECISTIONS ARE DOCUMENTED AND RECORDED IN MINUTES TO THE MEETING.