Form 990 for tax year 2023

1c · Fundraising events

$71,475

1f · All other contributions, gifts and grants

$1,954,604

1g · Noncash contributions included above

$235,293

3 · Investment income

total $902,292 · excluded $902,292

7a · Gross sales of assets other than inventory

securities $5,048,942

7b · Less cost or other basis and sales expenses

securities $4,118,658

7c · Gain or loss

securities $930,284

7d · Net gain or loss

total $930,284 · excluded $930,284

8a · Fundraising events: gross income

$84,250

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

$71,475

8b · Fundraising events: direct expenses

$81,333

8c · Net income from fundraising events

total $2,917 · excluded $2,917

11a · Other revenue: Miscellaneous Income

total $5,247 · related or exempt $5,247

11b · Other revenue: Gain on Ins. Policy

total $1,347 · excluded $1,347

11e · Other revenue, total

$6,594

1 · Grants to domestic organizations and governments

total $615,435 · program services $615,435

2 · Grants to domestic individuals

total $1,334,481 · program services $1,334,481

11c · Fees: accounting

total $12,100 · management and general $12,100

11f · Fees: investment management

total $112,141 · management and general $112,141

11g · Fees: other

total $5,860 · management and general $5,860

13 · Office expenses

total $25,368 · management and general $25,368

14 · Information technology

total $58,198 · management and general $58,198

16 · Occupancy

total $852 · management and general $852

17 · Travel

total $2,556 · management and general $2,556

19 · Conferences, conventions and meetings

total $66,221 · management and general $66,221

23 · Insurance

total $3,675 · management and general $3,675

24a · Other expenses: Subscriptions

total $12,058 · management and general $12,058

24b · Other expenses: Memberships

total $10,696 · management and general $10,696

24e · All other expenses

total $1,458 · management and general $1,458

2 · Savings and temporary cash investments

beginning of year $1,302,343 · end of year $1,129,827

9 · Prepaid expenses and deferred charges

beginning of year $1,105 · end of year $1,097

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

$34,000

10c · Land, buildings and equipment, net

beginning of year $34,000 · end of year $34,000

11 · Investments: publicly traded securities

beginning of year $19,787,528 · end of year $22,928,580

12 · Investments: other securities

beginning of year $22,586,514 · end of year $25,864,268

15 · Other assets

beginning of year $53,115 · end of year $58,470

17 · Accounts payable and accrued expenses

beginning of year $544 · end of year $560

25 · Other liabilities

beginning of year $10,420 · end of year $10,420

27 · Net assets without donor restrictions

beginning of year $4,661,098 · end of year $5,503,986

28 · Net assets with donor restrictions

beginning of year $39,092,543 · end of year $44,501,276