2023-05-02T15:10:18-05:00 2022-06-30 061667465 PRAGER METIS CPAS LLC 1360 BEVERLY ROAD SUITE 300 MCLEAN VA 22101 990 2021-07-01 953443202 THE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY CLAR 9099812200 1317 W FOOTHILL BLVD 120 UPLAND CA 917863675 ROBERT H GRANSDEN JR CFO 9099812200 2023-05-02 1 ROBERT GRANSDEN JR XXX-XX-XXXX HIN CHIU LO P00968200 7038210702 2023-05-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RYAN WILLIAMS 1317 W FOOTHILL BLVD 120 UPLAND CA 917863675 12865519 0 X WWW.CLAREMONT.ORG X 1979 CA PLEASE SEE THE DESCRIPTION ON SCHEDULE O. 19 15 53 0 10481 0 8392413 8531030 332208 643028 738603 752069 3000 5350 9466224 9931477 136248 99500 0 0 3355347 4510800 122231 214459 2035903 4457209 5485820 8071035 10310579 1395189 -379102 14003298 11785033 515329 490241 13487969 11294792 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 0 0 1670457 0 211382 CLAREMONT REVIEW OF BOOKS - OUR FLAGSHIP QUARTERLY PUBLICATION AIMS TO REAWAKEN IN AMERICAN POLITICS A STATESMANSHIP AND CITIZENSHIP WORTHY OF ITS NOBLEST POLITICAL TRADITIONS. 1259044 10000 402921 OTHER EDUCATIONAL PROGRAMS INCLUDE CONFERENCES, EVENTS, PUBLICATIONS, THE AMERICAN STORY WEBSITE, AND MORE. 1049899 30000 10000 EDUCATIONAL FELLOWSHIPS - SEVERAL DIFFERENT EDUCATIONAL FELLOWSHIPS ENGAGE THE NEXT GENERATION OF YOUNG PROFESSIONALS IN A LIFE-LONG STUDY OF THE PRINCIPLES OF GOVERNMENT AND THEIR APPLICATION TO TODAY'S PUBLIC POLICIES. THESE INCLUDE THE LINCOLN, JOHN MARSHALL, SPEECHWRITERS, AND SHERIFF'S FELLOWSHIPS. THE PUBLIUS FELLOWSHIPS ARE PART OF THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND EXPENSES FOR THAT FELLOWSHIP IS ACCOUNTED FOR THERE. 737795 THE AMERICAN MIND - OUR DAILY ONLINE PUBLICATION IS DEDICATED TO APPLYING THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE TOPICS THAT DRIVE OUR CIVIC LIFE. 621333 STRATEGIC COMMUNICATIONS - STRATEGIC COMMUNICATION PROFESSIONALS WORK FROM OUR WASHINGTON, DC OFFICE TO PROMOTE OUR MESSAGE TO POLICY MAKERS, OPINION LEADERS, AND THE GENERAL PUBLIC THROUGH WEBSITES, EVENTS, AND MEDIA. 778840 59500 HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND SALVATORI PRIZE - THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND SALVATORI PRIZE IN THE AMERICAN FOUNDING ARE ENDOWED BY THE LATE HENRY SALVATORI. THE ACTIVITIES OF THE THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING INCLUDE THE WORK OF OUR SALVATORI RESEARCH FELLOW IN THE AMERICAN FOUNDING AND OUR PUBLIUS FELLOWSHIP FOR RECENT COLLEGE GRADUATES. THE SALVATORI PRIZE IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. 884339 CENTER FOR THE AMERICAN WAY OF LIFE - THE INSTITUTE'S OFFICE IN WASHINGTON, D.C. IS CHARGED WITH EDUCATING POLICY MAKERS, YOUNG PROFESSIONALS, AND INTELLECTUALS, AND FORMULATING A NEW POLICY FOR THE EMERGING NEW RIGHT. 424306 18725 CENTER FOR CONSTITUTIONAL JURISPRUDENCE - THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE FILES LEGAL BRIEFS ADVANCING THE JURISPRUDENCE OF THE CONSTITUTION AND THE FOUNDING, SUPPORTS STRATEGIC CONTITUTIONAL LITIGATION, AND EDUCATES THE PUBLIC ON KEY MATTERS OF CONSTITUTIONAL LAW.THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE LITIGATED THE FOLLOWING DIRECT REPRESENTATION CASES DURING THE TAX YEAR:PASADENA REPUBLICAN CLUB V. CITY OF PASADENAIN THIS CASE CCJ REPRESENTS THE PASADENA REPUBLICAN CLUB AGAINST THE CITY OF PASADENA AND THE WESTERN JUSTICE CENTER IN A CASE ALLEGING VIOLATIONS OF THE FIRST AMENDMENT FREEDOMS OF SPEECH AND RELIGION. THE CITY LEASED CITY-OWNED PROPERTY TO THE WJC FOR 100 YEARS AND DELEGATED TO WJC THE POWER TO DETERMINE TO WHOM TO RENT THE FACILITY FOR AFTER-HOURS MEETINGS. THE CLUB HAD A CONTRACT TO RENT THE FACILITY, HOWEVER WJC CANCELLED THE RENTAL CONTRACT JUST HOURS BEFORE THE CLUB MEETING BECAUSE THE WJC DISAGREED WITH THE VIEWPOINT AND RELIGIOUS AFFILIATIONS OF THE SPEAKER THE CLUB HAD ENGAGED FOR THE MEETING. THE SUPREME COURT DECLINED REVIEW AND THE CASE IS NOW CONCLUDED. NO ATTORNEY FEES WERE AWARDED. 3446613 59500 18725 7426013 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 169 0 1 53 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN VA WI WV MO CT ND UT OK X X X ROBERT GRANSDENCFO 9099812200 1317 W FOOTHILL BLVD 120 UPLAND CA 917863675 RYAN P WILLIAMS PRESIDENT AND DIRECTOR 40.00 X X 237974 0 15946 DR CHARLES KESLER DIRECTOR, CRB EDITOR 10.00 X 241145 0 0 DR JOHN EASTMAN DIRECTOR, SENIOR FELLOW 32.00 X 166425 0 16596 DR CHRIS FLANNERY DIRECTOR, SENIOR FELLOW 40.00 X 99016 0 21395 DR JOHN MARINI DIRECTOR, SENIOR FELLOW 1.00 X 8000 0 0 DR LARRY P ARNN DIRECTOR, VICE CHAIR 1.00 X 0 0 0 KEITH CARLSON DIRECTOR 1.00 X 0 0 0 ROY E CRUMMER DIRECTOR 1.00 X 0 0 0 DR ROBERT CURRY DIRECTOR 1.00 X 0 0 0 DR EDWARD J ERLER DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 JOEL H FARKAS DIRECTOR 1.00 X 0 0 0 JAMES E HIGGINS DIRECTOR 1.00 X 0 0 0 BRIAN T KENNEDY DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 THOMAS D KLINGENSTEIN DIRECTOR, CHAIR 1.00 X 0 0 0 DR LARRY G MATTSON DIRECTOR 1.00 X 0 0 0 ROBERT NELSON DIRECTOR 1.00 X 0 0 0 BRUCE C SANBORN DIRECTOR 1.00 X 0 0 0 DR THOMAS WEST DIRECTOR, SENIOR FELLOW 1.00 X 7000 0 0 MICHAEL MALONE DIRECTOR 1.00 X 0 0 0 MATTHEW J PETERSON VICE PRESIDENT, EDUCATION 40.00 X 156924 0 24496 ROBERT H GRANSDEN JR CFO 40.00 X 137700 0 38766 DANIEL PALM CORP SECRETARY 1.00 X 4851 0 0 CHRISTINE BARTON VICE PRESIDENT, DEVELOPMEN 40.00 X 161326 0 7135 DOUGLAS BECHLER SR. VP DEVELOPMENT 40.00 X 211453 0 11433 WILLIAM VOEGELI SENIOR EDITOR 40.00 X 136993 0 13512 CHRISTOPHER CALDWELL CONTRIBUTING EDITOR/SENIOR 40.00 X 128466 0 42004 JAMES POULOS SENIOR EDITOR 40.00 X 129643 0 10201 DAVID BAHR SENIOR DIRECTOR, COMMUNICA 40.00 X 132082 0 23408 ARTHUR MILIKH EXECUTIVE DIRECTOR 40.00 X 165599 0 18331 2124597 0 243223 12 0 1 0 MORGAN MEREDITH & ASSOCIATES 22780 INDIAN CREEK DR STE 100 DULLES VA 20166 PRINTING AND MAILING 291316 CHARLES KESLER 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 CONSULTING 241145 EMISSARY RELATIONS LLC PO BOX 8110 RANCHO SANTA FE CA 92067 CONSULTING 165000 3 8531030 2531795 8531030 CONFERENCE INCOME 541800 431646 431646 PUBICATIONS 541800 211382 200901 10481 643028 214255 214255 3471856 2934042 537814 537814 537814 OTHER REVENUE 900099 5350 5350 5350 9931477 637897 10481 752069 X 10000 10000 89500 89500 1023289 672916 118906 231467 2840890 1868172 330112 642606 379779 249743 44130 85906 266842 175475 31007 60360 191227 172860 6543 11824 33415 33415 214459 214459 1820735 1564726 139296 116713 22681 22681 976176 523036 33055 420085 408518 294864 32814 80840 356324 253204 4558 98562 1092435 1073181 2297 16957 29897 29897 41030 29615 3296 8119 50683 36127 4276 10280 HONORARIA 280971 280951 20 MEALS AND SUBSISTENCE 137688 102526 1902 33260 TAXES AND LICENSES 33785 241 32979 565 DEVELOPMENT & PHOTOGRAP 6536 6195 341 3719 180 3539 10310579 7426013 848663 2035903 530753 636447 824765 423607 241800 177770 241821 159528 116333 82293 12198264 10386191 91383 78725 14003298 11785033 333809 264803 181520 225438 515329 490241 X 8118775 5953955 5369194 5340837 13487969 11294792 14003298 11785033 X -379102 -1801417 -12658 X X 0 1 X 1 0 X 4277426 5021126 5568392 8392413 8531030 31790387 4277426 5021126 5568392 8392413 8531030 31790387 14691070 17099317 137053 196785 210143 172081 214255 930317 5223 4915 3000 5350 18488 32739192 2227900 0.52230 0.49640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2018 AMOUNT: $ 5,223. 2019 AMOUNT: $ 4,915. 2020 AMOUNT: $ 3,000. 2021 AMOUNT: $ 5,350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 91286 91286 8274676 8365962 568298 142075 0 0 490460 568298 1058758 1588137 3944 91286 95230 122615 142075 264690 397035 PART II-B, LINE 1 LOBBYING EXPENDITURES ARE LISTED ONLY FOR YEARS 2020 AND 2021 BECAUSE THE FISCAL YEAR ENDING JUNE 30, 2021 WAS THE YEAR IN WHICH THE ORGANIZATION MADE ITS FIRST SECTION 501(H) ELECTION. THAT ELECTION WAS NOT REVOKED DURING THE FISCAL YEAR ENDING JUNE 30, 2022. 4390736 1185 -441294 94550 3856077 3717613 2207 756696 85780 4390736 2941104 596608 260141 80240 3717613 2744010 277093 79999 2941104 2604865 139145 2744010 0.00000 0.59540 0.40460 0 0 59769 18996 40773 182052 140532 41520 82293 X 8117402 -1801417 -12658 -1814075 9931477 0 9931477 10310579 0 10310579 0 10310579 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING, THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING, THE JACK ROTH CHARITABLE FOUNDATION FELLOWSHIP FUND, PUBLIUS AND LINCOLN FELLOWSHIPS, SENIOR FELLOWS, AND GENERAL OPERATIONS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE INSTITUE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -12,658. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICES JOURNALISM 93750 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 9 PROGRAM SERVICES JOURNALISM 8120 0 11 0 0 0 11 101870 0 101870 0 0 0 0 0 0 PART I, LINE 3: THE METHOD USED TO ACCOUNT FOR EXPENDITURES IS THE ACCRUAL METHOD. PART III ACCOUNTING METHOD: X X X X X 1 HSP DIRECT 20130 LAKEVIEW CENTER PLAZA STE 30 ASHBURN VA 20147 DIRECT MAIL 0 733407 64459 668948 EMISSARY RELATIONS LLC PO BOX 8110 RANCHO SANTA FE CA 92067 FUNDRAISING 0 92125 150000 -57875 825532 214459 611073 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV UT 1 JOHN MARSHALL FELLOWSHIPS 14 21000 CASH THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING 1 40000 CASH PUBLIUS FELLOWSHIPS 13 19500 CASH SHERIFFS FELLOWSHIPS 6 9000 CASH SCHEDULE I, PART I, LINE 2 GRANTS ARE MONITORED BY THE INSTITUTE'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER SCHEDULE I, PART III, COLUMN (B) JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR NEW ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED. THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. PUBLIUS FELLOWSHIPS ARE AWARDED TO PROMISING YOUNG CONSERVATIVES TO STUDY THE DISTINCTIVE MORAL AND POLITICAL PRINCIPLES OF THE AMERICAN CONSTITUTIONAL ORDER. PUBLIUS FELLOWS SPEND APPROXIMATELY THREE WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING. A $1,500 HONORARIUM IS AWARDED. SHERIFFS FELLOWSHIPS ARE AWARDED TO PARTICIPANTS TO STUDY THE DISTINCTIVE MORAL AND POLITICAL PRINCIPLES OF THE AMERICAN CONSTITUTIONAL ORDER. SHERIFFS FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING. A $1,500 HONORARIUM IS AWARDED. X X X 0 1 X X X X 0 0 0 0 0 0 0 1 0 RYAN P WILLIAMS PRESIDENT AND DIRECTOR 237974 0 0 0 0 0 0 0 15946 0 253920 0 0 0 DR CHARLES KESLER DIRECTOR, CRB EDITOR 241145 0 0 0 0 0 0 0 0 0 241145 0 0 0 DOUGLAS BECHLER SR. VP DEVELOPMENT 211453 0 0 0 0 0 0 0 11433 0 222886 0 0 0 ARTHUR MILIKH EXECUTIVE DIRECTOR 150599 0 15000 0 0 0 0 0 18331 0 183930 0 0 0 DR JOHN EASTMAN DIRECTOR, SENIOR FELLOW 166425 0 0 0 0 0 0 0 16596 0 183021 0 0 0 MATTHEW J PETERSON VICE PRESIDENT, EDUCATION 156924 0 0 0 0 0 0 0 24496 0 181420 0 0 0 ROBERT H GRANSDEN JR CFO 137700 0 0 0 0 0 0 0 38766 0 176466 0 0 0 CHRISTOPHER CALDWELL CONTRIBUTING EDITOR/SENIOR 128466 0 0 0 0 0 0 0 42004 0 170470 0 0 0 CHRISTINE BARTON VICE PRESIDENT, DEVELOPMEN 161326 0 0 0 0 0 0 0 7135 0 168461 0 0 0 DAVID BAHR SENIOR DIRECTOR, COMMUNICA 132082 0 0 0 0 0 0 0 23408 0 155490 0 0 0 WILLIAM VOEGELI SENIOR EDITOR 136993 0 0 0 0 0 0 0 13512 0 150505 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES SPOUSE/COMPANION TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE INSTITUTE FOR THAT SPOUSE/COMPANION TO BE PRESENT AT AN EVENT OR MEETING. THE ORGANIZATION PROVIDES FIRST CLASS TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE INSTITUTE OR UNUSUAL AMOUNTS OF TRAVEL ARE REQUESTED OF THE RELEVANT PERSONNEL. HOUSING ALLOWANCE IS GIVEN TO THE PRESIDENT AS PART OF HIS COMPENSATION. THIS WAS APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. PART I, LINE 7 ARTHUR MILIKH, EXECUTIVE DIRECTOR OF THE CENTER FOR THE AMERICAN WAY OF LIFE RECEIVED A DISCRETIONARY BONUS PAYMENT OF $15,000 FROM THE ORGANIZATION. ARTHUR MILIKH DIRECTOR, CENTER FOR THE AMERICAN WAY OF LIFE 3713 CASH TUITION ASSISTANCE CRISTINA EASTMAN CHILD OF DIRECTOR 1500 CASH TO STUDY THE PRINCIPLES OF THE AMERICAN CONSTITUTIONAL ORDER MATTHEW PETERSON FORMER VICE PRESIDENT OF EDUCATION 25000 CONSULTING FEE TO SERVE 5 MONTHS AS EDITOR-AT-LARGE 0 X 11 2531795 FMV 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS, WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED. IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. FORM 990, PART I, LINE 1 THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED EACH YEAR BY THE OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE INSTITUTE. THE CONFLICT OF INTEREST POLICY WAS MONITORED AND ENFORCED WITH AN ONGOING REVIEW OF VENDOR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF THE LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. FOR CERTAIN OFFICERS AND SENIOR MANAGEMENT, THE COMPENSATION COMMITTEE MUST ALSO APPROVE THE SALARY RECOMMENDATIONS MADE BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.COM OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT FEE: PROGRAM SERVICE EXPENSES 1,183,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 36,000. TOTAL EXPENSES 1,219,530. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 381,196. MANAGEMENT AND GENERAL EXPENSES 139,296. FUNDRAISING EXPENSES 80,713. TOTAL EXPENSES 601,205. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -12,658.