KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR
Cite this
Plain text KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299. Retrieved 2026-11-01.
APA furp.org. (n.d.). KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 1, 2026, from https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299
MLA “KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR.” furp.org, tax years 2015–2024, https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue -$101.8M · expenses $198.4M · assets $5.39B
- Also known as
- RETIREE HEALTH AND WELFARE PLAN
- EIN
- 47-6685299
- Address
- C/O STATE STREET BANK TRUST CO, HERITAGE DR N QU, MA 02171-0000
- NTEE code
- Y20
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- February 2016 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE SCHEDULE O.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| State Street Bank Trust Comp Institution | TRUSTEE | 2015-2024 | $150,300 | $974,891 | 6 |
| State Street Bank Tr Institution (former) | TRUSTEE | 2019 | $197,707 | $197,707 | 19 |
People by year
2024 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $150,300 | $0 | $0 | $150,300 | 6 |
2023 · 1 person listed · 1 paid, $76K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $75,508 | $0 | $0 | $75,508 | 6 |
2022 · 1 person listed · 1 paid, $115K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $114,748 | $0 | $0 | $114,748 | 6 |
2021 · 1 person listed · 1 paid, $511K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $510,646 | $0 | $0 | $510,646 | 6 |
2020 · 1 person listed · 1 paid, $103K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $103,464 | $0 | $0 | $103,464 | 6 |
2019 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TR Institution | TRUSTEE | 1 | $197,707 | $0 | $0 | $197,707 | 19 |
2018 · 1 person listed · 1 paid, $8K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $7,719 | $0 | $0 | $7,719 | 6 |
2017 · 1 person listed · 1 paid, $5K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $5,006 | $0 | $0 | $5,006 | 6 |
2016 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $3,750 | $0 | $0 | $3,750 | 6 |
2015 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $3,750 | $0 | $0 | $3,750 | 6 |
Highest-paid independent contractors
2020 · 1 contractor · $971K
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $970,565 |
2019 · 1 contractor · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $1,235,975 |
2018 · 1 contractor · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $2,230,569 |
2017 · 2 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $1,393,767 |
| BRIDGEWATER LLP | WESTPORT, CT | INVESTMENT MGMT | $1,353,449 |
2016 · 2 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO | SAN FRANCISCO, CA | INVESTMENT MGMT | $2,496,757 |
| AETOS CAPITAL LLC | MENLO PARK, CA | INVESTMENT MGMT | $759,958 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| -$101,775,241 | $198,376,515 | $5,390,602,101 | $5,312,749,700 | $0 | $73,694,914 | $150,300 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $202,609,841 | $198,980,613 | $5,365,913,783 | $5,335,857,471 | $0 | $84,661,690 | $75,508 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $30,093,272 | $21,776,346 | $4,935,690,823 | $4,933,727,119 | $0 | $0 | $114,748 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $206,309,367 | $22,418,466 | $6,263,155,647 | $6,260,907,872 | $0 | $0 | $510,646 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $528,055,920 | $16,556,865 | $5,679,273,121 | $5,677,334,475 | $0 | $0 | $103,464 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $195,443,970 | $38,973,501 | $5,347,159,223 | $5,203,442,110 | $0 | $28,500,000 | $197,707 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $240,225,369 | $21,749,910 | $4,325,784,332 | $4,325,784,332 | $0 | $0 | $7,719 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $1,088,003,508 | $6,416,540 | $4,482,669,915 | $4,482,669,915 | $0 | $1,000,000,000 | $5,006 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $1,612,152,574 | $4,803,024 | $3,094,940,317 | $3,094,940,317 | $0 | $1,600,000,000 | $3,750 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $1,000,085,939 | $529,956 | $1,365,144,576 | $1,365,144,576 | $0 | $1,000,000,000 | $3,750 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- KAISER FOUNDATION HEALTH PLAN INC Oakland, CA · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MILACA FIREFIGHTERS RELIEF | MN | Y20 | -$37,101 | $9,638 | TRUSTEE | $12,000 | Same NTEE code Y20, revenue within 2x |
| PRUDENTIAL VOLUNTARY LIFE INS TR | NJ | Y20 | $3 | $105 | MEMBER OF INV. OVERSIGHT C | $0 | Same NTEE code Y20, revenue within 5x |
| TUFTS HEALTH PUBLIC PLANS INC | MA | Y20 | $2,573,867,909 | $2,702,151,634 | DIR. PRES. & CEO (END 9/24) | $4,574,652 | Same NTEE code Y20, revenue differs more than 10x, same state, similar mission |
| IBEW LOCAL 7 SUPPLEMENTAL HEALTH & WELFARE FUND | MA | Y20 | $1,075,305 | $699,684 | TRUSTEE | $166,359 | Same NTEE code Y20, revenue differs more than 10x, same state |
| NEW ENGLAND POLICE BENEVOLENT ASSOCIATION HEALTH AND WELFARE | MA | Y20 | $1,043,035 | $1,515,099 | Executive Secretary | $0 | Same NTEE code Y20, revenue differs more than 10x, same state |
| MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION | MA | Y20 | $40,425,091 | $990,127 | EXECUTIVE DIRECTOR | $128,500 | Same NTEE code Y20, revenue differs more than 10x, same state |
| NORTHROP GRUMMAN VEBA MASTER TRUST I | MA | Y20 | $1,343,837,543 | $1,377,708,990 | TRUSTEE | $25,126 | Same NTEE code Y20, revenue differs more than 10x, same state |
| WORKERS COMPENSATION RESEARCH INSTITUTE | MA | Y20 | $8,089,459 | $8,462,591 | PRESIDENT AND CEO | $594,655 | Same NTEE code Y20, revenue differs more than 10x, same state |
| METHODIST HOSPITAL SELF INSURANCE TRUST | TX | Y20 | $47,812,082 | $28,172,482 | TRUSTEE | $527,828 | Same NTEE code Y20, revenue differs more than 10x, similar mission |
| SUTTER INSURANCE SERVICES CORPORATION | HI | Y20 | $119,794,155 | $55,819,861 | PRESIDENT & CEO SH/Chair SISCO | $11,904,420 | Same NTEE code Y20, revenue differs more than 10x, similar mission |
| WISCONSIN DESTINATION IMAGINATION INC | WI | Y20 | $64,114 | $65,555 | BOARD CHAIR | $0 | Same NTEE code Y20, revenue differs more than 10x, similar mission |
| ADRIAN RETIREE HEALTH BENEFITS TR | MI | Y20 | $57,348 | $209,176 | VEBA COMMITT | $0 | Same NTEE code Y20, revenue differs more than 10x |
| DENVER THEATER STAGE EMP UNION LOCAL 7 HEALTH AND WELFARE TR FUND | CO | Y20 | $8,507,212 | $4,535,854 | EMPLOYER TRUSTEE | $0 | Same NTEE code Y20, revenue differs more than 10x |
| INDEPENDENT PHARMACISTS RALEYS RETIREE HEALTHCARE TRUST | CA | Y20 | $106,172 | $145,990 | TRUSTEE | $0 | Same NTEE code Y20, revenue differs more than 10x |
| CENTERS FOR CARE HEALTH PLAN | NY | Y20 | $38,058,725 | $32,094,854 | Trustee | $0 | Same NTEE code Y20, revenue differs more than 10x |
| RETIREES OF ANCHOR ACQUISITION LLC HEALTH CARE TR | PA | Y20 | $144,128 | $272,936 | COMMITTEE MEMBER | $0 | Same NTEE code Y20, revenue differs more than 10x |
| HAWAII GLAZIERS RETIREE HEALTH REIMBURSEMENT FUND | CA | Y20 | $724,829 | $89,951 | EMPLOYER TRU | $0 | Same NTEE code Y20, revenue differs more than 10x |
| VOLUNTARY BENEFIT PLAN FOR RETIRED EMPLOYEES OF KAISER GROUP | AL | Y20 | $108,396 | $216,633 | PLAN ADMINISTRATOR | $235,657 | Same NTEE code Y20, revenue differs more than 10x |
| NORTH LAS VEGAS FIRE FIGHTERS UNION HEALTH AND WELFARE TRUST | NV | Y20 | $5,043,234 | $5,388,476 | TRUSTEE/CHAI | $0 | Same NTEE code Y20, revenue differs more than 10x |
| NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATION | NH | Y20 | $65,745,175 | $65,745,175 | Chair | $0 | Same NTEE code Y20, revenue differs more than 10x |
| HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUST | PA | Y20 | $10,425,244 | $1,422,049 | ASST. DIRECTOR, REPRESENTATION | $459,831 | Same NTEE code Y20, revenue differs more than 10x |
| ORSCHELN INDUSTRIES HEALTH PLAN | MO | Y20 | $4,508,192 | $4,508,192 | TRUSTEE | $0 | Same NTEE code Y20, revenue differs more than 10x |
| PAISBOA HEALTH BENEFIT TR | PA | Y20 | $135,504,118 | $144,859,973 | EXECUTIVE DIRECTOR | $282,171 | Same NTEE code Y20, revenue differs more than 10x |
| LOCAL 2315 RETIREE BENEFIT VEBA FUND TR | FL | Y20 | $592,884 | $385,522 | CHAIRMAN/PLAN ADMINISTRATOR | $0 | Same NTEE code Y20, revenue differs more than 10x |
| FIDELITY WELFARE BENEFIT PLANS VEBA TRUST | TX | Y20 | $42,707,725 | $31,852,765 | TRUSTEE | $0 | Same NTEE code Y20, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $198,376,515 spent · pay $150,300 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $186,827,017 | - | - | - | 94.2% | |
| Other (as described) | ACCRUED EXPENSES | $6,344,137 | - | - | - | 3.2% |
| Other (as described) | BENEFIT ADMIN EXPENSES | $4,654,743 | - | - | - | 2.3% |
| Fees: investment management | $151,406 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $150,300 | - | - | - | 0.1% | |
| Fees: management | $108,209 | - | - | - | 0.1% | |
| Fees: legal | $61,915 | - | - | - | 0.0% | |
| Fees: accounting | $58,100 | - | - | - | 0.0% | |
| All other expenses | $14,750 | - | - | - | 0.0% | |
| Other (as described) | FOREIGN INCOME TAX | $3,543 | - | - | - | 0.0% |
| Other (as described) | OTHER EXPENSES | $2,395 | - | - | - | 0.0% |
| Total | $198,376,515 | 100% |
2023 · Form 990 · $198,980,613 spent · pay $75,508 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $181,125,848 | - | - | - | 91.0% | |
| Fees: investment management | $7,563,106 | - | - | - | 3.8% | |
| Other (as described) | ACCRUED EXPENSES | $5,544,625 | - | - | - | 2.8% |
| Other (as described) | BENEFIT ADMIN EXPENSES | $4,415,369 | - | - | - | 2.2% |
| Fees: legal | $111,704 | - | - | - | 0.1% | |
| Fees: management | $92,102 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $75,508 | - | - | - | 0.0% | |
| Fees: accounting | $27,800 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $24,649 | - | - | - | 0.0% |
| Other (as described) | FOREIGN INCOME TAX | -$98 | - | - | - | -0.0% |
| Total | $198,980,613 | 100% |
2022 · Form 990 · $21,776,346 spent · pay $114,748 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $8,910,057 | - | - | - | 40.9% | |
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,829,789 | - | - | - | 31.4% |
| Other (as described) | ACCRUED EXPENSES | $5,750,032 | - | - | - | 26.4% |
| Pay: officers, directors, trustees, key employees | $114,748 | - | - | - | 0.5% | |
| Fees: management | $113,655 | - | - | - | 0.5% | |
| Other (as described) | OTHER EXPENSES | $31,419 | - | - | - | 0.1% |
| Fees: accounting | $27,000 | - | - | - | 0.1% | |
| Other (as described) | FOREIGN INCOME TAX | -$354 | - | - | - | -0.0% |
| Total | $21,776,346 | 100% |
2021 · Form 990 · $22,418,466 spent · pay $510,646 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $10,918,482 | - | - | - | 48.7% | |
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,236,876 | - | - | - | 27.8% |
| Other (as described) | ACCRUED EXPENSES | $4,617,553 | - | - | - | 20.6% |
| Pay: officers, directors, trustees, key employees | $510,646 | - | - | - | 2.3% | |
| Fees: management | $103,079 | - | - | - | 0.5% | |
| Fees: legal | $21,780 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $14,037 | - | - | - | 0.1% |
| Other (as described) | FOREIGN INCOME TAX | -$3,987 | - | - | - | -0.0% |
| Total | $22,418,466 | 100% |
2020 · Form 990 · $16,556,865 spent · pay $103,464 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,791,637 | - | - | - | 41.0% |
| Other (as described) | ACCRUED EXPENSES | $6,015,284 | - | - | - | 36.3% |
| Fees: investment management | $2,198,782 | - | - | - | 13.3% | |
| Other (as described) | FOREIGN INCOME TAX | $1,152,317 | - | - | - | 7.0% |
| Other (as described) | OTHER EXPENSES | $184,399 | - | - | - | 1.1% |
| Pay: officers, directors, trustees, key employees | $103,464 | - | - | - | 0.6% | |
| Fees: management | $84,082 | - | - | - | 0.5% | |
| Fees: accounting | $26,900 | - | - | - | 0.2% | |
| Total | $16,556,865 | 100% |
2019 · Form 990 · $38,973,501 spent · pay $197,707 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | BENEFIT ADMIN EXPENSES | $23,213,096 | - | - | - | 59.6% |
| Other (as described) | ACCRUED EXPENSES | $10,588,524 | - | - | - | 27.2% |
| Other (as described) | FOREIGN INCOME TAX | $1,877,940 | - | - | - | 4.8% |
| Fees: investment management | $1,868,832 | - | - | - | 4.8% | |
| Fees: management | $799,624 | - | - | - | 2.1% | |
| Other (as described) | OTHER EXPENSES | $394,676 | - | - | - | 1.0% |
| Pay: officers, directors, trustees, key employees | $197,707 | - | - | - | 0.5% | |
| Fees: accounting | $26,209 | - | - | - | 0.1% | |
| Fees: legal | $6,893 | - | - | - | 0.0% | |
| Total | $38,973,501 | 100% |
2018 · Form 990 · $21,749,910 spent · pay $7,719 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ACCRUED EXPENSES | $15,481,649 | - | - | - | 71.2% |
| Fees: investment management | $3,817,797 | - | - | - | 17.6% | |
| Other (as described) | FOREIGN INCOME TAX | $1,767,086 | - | - | - | 8.1% |
| Other (as described) | INTERNAL ADMIN FEES | $537,469 | - | - | - | 2.5% |
| Fees: accounting | $50,735 | - | - | - | 0.2% | |
| Fees: management | $44,037 | - | - | - | 0.2% | |
| Fees: legal | $23,638 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $19,780 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $7,719 | - | - | - | 0.0% | |
| Total | $21,749,910 | 100% |
2017 · Form 990 · $6,416,540 spent · pay $5,006 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $2,747,216 | - | - | - | 42.8% | |
| Other (as described) | INTERNAL ADMIN FEES | $1,868,450 | $0 | $0 | $0 | 29.1% |
| Other (as described) | ACCRUED EXPENSES | $1,651,121 | - | - | - | 25.7% |
| Other (as described) | FOREIGN INCOME TAX | $65,896 | - | - | - | 1.0% |
| Fees: legal | $29,797 | - | - | - | 0.5% | |
| Fees: accounting | $25,128 | - | - | - | 0.4% | |
| Fees: management | $20,000 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $5,006 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $3,926 | - | - | - | 0.1% |
| Total | $6,416,540 | 100% |
2016 · Form 990 · $4,803,024 spent · pay $3,750 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $4,691,630 | - | - | - | 97.7% | |
| Fees: management | $71,083 | - | - | - | 1.5% | |
| Fees: accounting | $27,968 | - | - | - | 0.6% | |
| Other (as described) | OTHER EXPENSES | $8,593 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $3,750 | - | - | - | 0.1% | |
| Total | $4,803,024 | 100% |
2015 · Form 990 · $529,956 spent · pay $3,750 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $506,275 | - | $506,275 | - | 95.5% | |
| Fees: legal | $19,931 | - | $19,931 | - | 3.8% | |
| Pay: officers, directors, trustees, key employees | $3,750 | - | $3,750 | - | 0.7% | |
| Total | $529,956 | 100% |
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