Form 990 for tax year 2023

1f · All other contributions, gifts and grants

$241,018

3 · Investment income

total $162,477 · related or exempt $162,477

7a · Gross sales of assets other than inventory

securities $3,846,167

7b · Less cost or other basis and sales expenses

securities $3,642,704

7c · Gain or loss

securities $203,463

7d · Net gain or loss

total $203,463 · related or exempt $203,463

8a · Fundraising events: gross income

$37,973

8b · Fundraising events: direct expenses

$12,961

8c · Net income from fundraising events

total $25,012 · excluded $25,012

1 · Grants to domestic organizations and governments

total $547,311 · program services $547,311

2 · Grants to domestic individuals

total $10,500 · program services $10,500

7 · Other salaries and wages

total $82,946 · program services $82,946

9 · Other employee benefits

total $4,500 · program services $4,500

10 · Payroll taxes

total $6,329 · program services $6,329

11f · Fees: investment management

total $58,822 · management and general $58,822

12 · Advertising and promotion

total $4,702 · program services $4,702

13 · Office expenses

total $3,607 · management and general $3,607

14 · Information technology

total $510 · management and general $510

16 · Occupancy

total $3,600 · management and general $3,600

23 · Insurance

total $2,886 · management and general $2,886

24a · Other expenses: FEES

total $7,383 · management and general $7,383

24b · Other expenses: ADMINISTRATIVE EXPENSE

total $1,155 · management and general $1,155

24c · Other expenses: BOARD MEETING MEAL EXPENS

total $78 · management and general $78

1 · Cash, non-interest-bearing

beginning of year $18,001 · end of year $12,432

2 · Savings and temporary cash investments

beginning of year $57,172 · end of year $103,654

4 · Accounts receivable

end of year $5,000

9 · Prepaid expenses and deferred charges

beginning of year $1,140 · end of year $1,155

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

$3,008

10b · Land, buildings and equipment: accumulated depreciation

$3,008

11 · Investments: publicly traded securities

beginning of year $5,950,868 · end of year $6,370,322

12 · Investments: other securities

beginning of year $223,754 · end of year $115,252

17 · Accounts payable and accrued expenses

beginning of year $2,519 · end of year $2,489

25 · Other liabilities

beginning of year $3,154 · end of year $4,100

27 · Net assets without donor restrictions

beginning of year $6,245,262 · end of year $6,601,226