FAMILY & CHILDRENS SERVICES INC ENDOWMENT TR
Cite this
Plain text FAMILY & CHILDRENS SERVICES INC ENDOWMENT TR. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/family-and-childrens-services-inc-endowment-tr-477171291. Retrieved 2026-10-29.
APA furp.org. (n.d.). FAMILY & CHILDRENS SERVICES INC ENDOWMENT TR [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 29, 2026, from https://furp.org/org/family-and-childrens-services-inc-endowment-tr-477171291
MLA “FAMILY & CHILDRENS SERVICES INC ENDOWMENT TR.” furp.org, tax years 2015–2024, https://furp.org/org/family-and-childrens-services-inc-endowment-tr-477171291. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $1.7M · expenses $1.2M · assets $48.8M
- Also known as
- ENDOWMENT TRUST
- EIN
- 47-7171291
- Address
- 5310 E 31ST ST 800, TULSA, OK 74135-5012
- NTEE code
- P11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- February 2016 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, type i
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE TRUST WAS CREATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE AN ENDOWMENT TO SUPPORT FAMILY & CHILDREN'S SERVICES, INC. IN FURTHERING ITS CHARITABLE AND EDUCATIONAL ACTIVITIES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
3 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 |
|---|---|---|---|---|---|
| Jan Dietrich | CFO | 2015-2024 | $398,771 | $2,309,279 | 2 |
| Adam Andreassen | TRUSTEE/CEO | 2023-2024 | $562,635 | $646,506 | 2 |
| Gail Lapidus (former) | TRUSTEE/CEO - RETIRED 11/30/23 | 2015-2023 | $740,942 | $4,768,030 | 3 |
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Clint Swanson | TRUSTEE | 2015-2024 | 0 | $0 reported | 3 |
| Jono Helmerich | CO-TRUSTEE | 2015-2024 | 0 | $0 reported | 2 |
| Chris Murphy | CO-TRUSTEE | 2020-2024 | 0 | $0 reported | 2 |
| Sarah Graves (former) | CO-TRUSTEE | 2015-2022 | 0 | $0 reported | 2 |
| Tina Parkhill (former) | TRUSTEE | 2017-2019 | 0 | $0 reported | 6 |
| Steve Wyett (former) | TRUSTEE | 2015-2016 | 0 | $0 reported | 2 |
People by year
2024 · 5 people listed · 2 paid, $961K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADAM ANDREASSEN | TRUSTEE/CEO | 0 | $0 | $523,738 | $38,897 | $562,635 | 2 |
| JAN DIETRICH | CFO | 0 | $0 | $373,945 | $24,826 | $398,771 | 2 |
| CLINT SWANSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRIS MURPHY | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2023 · 6 people listed · 3 paid, $1.1M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO - RETIRED 11/30/23 | 0 | $0 | $711,538 | $29,404 | $740,942 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $277,391 | $21,065 | $298,456 | 2 |
| ADAM ANDREASSEN | TRUSTEE/CEO STARTING 12/01/23 | 0 | $0 | $83,871 | $0 | $83,871 | 2 |
| CLINT SWANSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRIS MURPHY | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2022 · 6 people listed · 2 paid, $970K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $674,650 | $31,108 | $705,758 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $243,118 | $20,884 | $264,002 | 2 |
| CHRIS MURPHY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2021 · 6 people listed · 2 paid, $861K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $589,946 | $47,736 | $637,682 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $202,931 | $20,376 | $223,307 | 2 |
| CHRIS MURPHY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2020 · 6 people listed · 2 paid, $810K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $549,242 | $47,038 | $596,280 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $194,448 | $19,651 | $214,099 | 2 |
| CHRIS MURPHY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · 2 paid, $750K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $499,542 | $42,756 | $542,298 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $189,658 | $18,031 | $207,689 | 2 |
| TINA PARKHILL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 6 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2018 · 6 people listed · 2 paid, $722K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $480,541 | $41,864 | $522,405 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $183,541 | $16,180 | $199,721 | 2 |
| TINA PARKHILL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 6 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2017 · 6 people listed · 2 paid, $580K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $350,961 | $37,998 | $388,959 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $176,654 | $14,669 | $191,323 | 2 |
| TINA PARKHILL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 6 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2016 · 6 people listed · 2 paid, $506K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $301,868 | $35,026 | $336,894 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $165,580 | $3,916 | $169,496 | 2 |
| STEVE WYETT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2015 · 6 people listed · 2 paid, $439K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GAIL LAPIDUS | TRUSTEE/CEO | 0 | $0 | $261,834 | $34,978 | $296,812 | 3 |
| JAN DIETRICH | CFO | 0 | $0 | $133,650 | $8,765 | $142,415 | 2 |
| STEVE WYETT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CLINT SWANSON | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| SARAH GRAVES | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JONO HELMERICH | CO-TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $1.0M
2023 · 1 grant to organizations · $846K
2022 · 1 grant to organizations · $1.3M
2020 · 1 grant to organizations · $535K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
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 | ||||||||
| $1,746,310 | $1,159,655 | $48,829,232 | $48,814,357 | $0 | $0 | $0 | 0 | 4 |
| 2023 · Form 990 | ||||||||
| $1,443,978 | $955,242 | $44,545,963 | $44,533,713 | $0 | $0 | $0 | 0 | 4 |
| 2022 · Form 990 | ||||||||
| $802,308 | $1,434,039 | $40,348,465 | $40,336,215 | $0 | $0 | $0 | 0 | 4 |
| 2021 · Form 990 | ||||||||
| $1,054,331 | $71,557 | $25,028,263 | $25,018,313 | $0 | $0 | $0 | 0 | 4 |
| 2020 · Form 990 | ||||||||
| $2,114,551 | $593,464 | $22,369,666 | $22,361,866 | $0 | $0 | $0 | 0 | 4 |
| 2019 · Form 990 | ||||||||
| $1,361,560 | $54,286 | $18,190,598 | $18,184,948 | $0 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $667,056 | $51,795 | $18,080,729 | $18,080,729 | $0 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $630,882 | $44,541 | $16,988,429 | $16,988,429 | $45,000 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $229,549 | $16,613 | $13,315,285 | $13,315,285 | $0 | $0 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $128,823 | $8,977 | $10,394,590 | $10,394,590 | $0 | $0 | $0 | 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.
- FAMILY & CHILDRENS SERVICE INC Tulsa, OK · 5 people in common (Adam Andreassen, Chris Murphy, Clint Swanson) · related organization (Schedule R)
- F&CS MENTAL HEALTH CARE INC Tulsa, OK · 1 person in common (Clint Swanson)
Funders of this organization
1 grantor reported grants to this organization, $10,000 in all, tax years 2022 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FW MURPHY FAMILY FOUNDATION | Private foundation | Fuzzy filed as “FAMILY & CHILDRENS SERVICES INC ENDOWMENT TR” | 2022 | 1 | $10,000 | 2022 | $10,000 | show |
Similar organizations
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 |
|---|---|---|---|---|---|---|---|
| CAMBODIAN CHILDRENS FUND ENDOWMENT | CA | P11 | $2,778,707 | $13,689 | Board Chair | $0 | Same NTEE code P11, revenue within 2x |
| CHILDRENS VILLAGE INSTITUTE | NY | P11 | $1,065,574 | $1,433,548 | PRESIDENT AND CEO | $713,413 | Same NTEE code P11, revenue within 2x, similar mission |
| YOUTH AND FAMILY SERVICES FOUNDATION | SD | P11 | $1,072,240 | $254,928 | CFO | $109,569 | Same NTEE code P11, revenue within 2x |
| CHILDRENS HOME SOCIETY FOUNDATION INC | NC | P11 | $1,018,758 | $101,698 | SECRETARY/TREASURER | $479,271 | Same NTEE code P11, revenue within 2x |
| GREATER ELGIN FAMILY CARE CENTER ENDOWMENT TRUST | IL | P11 | $1,686,400 | $67,025 | FORMER PRESIDENT/CEO | $532,136 | Same NTEE code P11, revenue within 2x |
| NFTE ENDOWMENT FUND INC | NY | P11 | $920,294 | $670,325 | CEO/PRESIDENT | $751,170 | Same NTEE code P11, revenue within 2x |
| CHILDRENS VILLAGE FOUNDATION INC | ID | P11 | $890,257 | $1,451,571 | Executive Dir. | $132,205 | Same NTEE code P11, revenue within 2x |
| NEW DIRECTIONS FOUNDATION INC | NY | P11 | $1,570,496 | $284,330 | EXECUTIVE DIRECTOR | $241,407 | Same NTEE code P11, revenue within 2x, similar mission |
| EPISCOPAL RETIREMENT SERVICES FOUNDATION | OH | P11 | $2,204,505 | $2,868,334 | CEO | $537,180 | Same NTEE code P11, revenue within 2x |
| CAROLINA MEADOWS SENIOR COMMUNITIES & SERVICES INC | NC | P11 | $2,459,988 | $1,310,380 | PRESIDENT AND CEO | $485,562 | Same NTEE code P11, revenue within 2x |
| STANLY COUNTY FAMILY YMCA FOUNDATION | NC | P11 | $1,268,772 | $758,321 | CHAIRMAN | $0 | Same NTEE code P11, revenue within 2x |
| SERVICESOURCE FOUNDATION INC | VA | P11 | $2,656,662 | $1,299,429 | President/CEO | $668,285 | Same NTEE code P11, revenue within 2x |
| CPD REAL ESTATE HOLDINGS INC | TX | P11 | $1,635,592 | $323,650 | CHAIR | $238,450 | Same NTEE code P11, revenue within 2x, similar mission |
| CHILDRENS HOME OF STOCKTON FOUNDATION | CA | P11 | $1,254,823 | $1,354,813 | Director | $0 | Same NTEE code P11, revenue within 2x |
| HOSPICE FOUNDATION OF PALM BEACH COUNTY INC | FL | P11 | $3,172,832 | $1,211,502 | CHAIRMAN/PRESIDENT | $0 | Same NTEE code P11, revenue within 2x, similar mission |
| BOYD ANDREW MANAGEMENT SERVICES | MT | P11 | $1,990,299 | $1,809,790 | CHIEF EXECUTIVE OFFICER | $239,026 | Same NTEE code P11, revenue within 2x |
| COMMUNITY OPTIONS FOUNDATION INC | NJ | P11 | $2,285,762 | $502,141 | CHAIRMAN/CEO | $2,609,137 | Same NTEE code P11, revenue within 2x, similar mission |
| CENTER FOR DEVELOPMENTAL SERVICES D-B-A CDS | SC | P11 | $3,459,013 | $2,884,130 | EXEC DIR TI | $101,853 | Same NTEE code P11, revenue within 2x |
| PBA PRODUCTS & SERVICES INC | PA | P11 | $1,460,418 | $1,437,819 | PRESIDENT | $308,414 | Same NTEE code P11, revenue within 2x |
| ALASKA CHILDRENS TRUST | AK | P11 | $3,387,500 | $3,359,607 | PRESIDENT/CE | $201,167 | Same NTEE code P11, revenue within 2x |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY ENDOWMENT AND LEGACY FUND | TX | P11 | $1,779,247 | $518,309 | PRESIDENT & CEO | $478,915 | Same NTEE code P11, revenue within 2x |
| NATIONAL FOUNDATION FOR YOUTH INC | FL | P11 | $2,818,635 | $3,888,319 | DIRECTOR | $11,447 | Same NTEE code P11, revenue within 2x, similar mission |
| AHT FOUNDATION | UT | P11 | $3,033,791 | $1,650,807 | SECRETARY | $0 | Same NTEE code P11, revenue within 2x, similar mission |
| MILWAUKEE WOMENS CENTER INC | WI | P11 | $1,108,800 | $1,209,010 | CHIEF EXECUTIVE OFFICER | $209,008 | Same NTEE code P11, revenue within 2x |
| WARM HEART WARM HOME FOUNDATION INC | IN | P11 | $1,183,078 | $1,197,502 | FORMER DIRECTOR | $529,303 | Same NTEE code P11, revenue within 2x |
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 · $1,159,655 spent · pay $0 · grants $1,035,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,035,000 | $1,035,000 | - | - | 89.3% | |
| Fees: investment management | $122,030 | - | $122,030 | - | 10.5% | |
| Fees: accounting | $2,625 | - | $2,625 | - | 0.2% | |
| Total | $1,159,655 | 100% |
2023 · Form 990 · $955,242 spent · pay $0 · grants $846,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $846,000 | $846,000 | - | - | 88.6% | |
| Fees: investment management | $109,242 | - | $109,242 | - | 11.4% | |
| Total | $955,242 | 100% |
2022 · Form 990 · $1,434,039 spent · pay $0 · grants $1,346,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,346,000 | $1,346,000 | - | - | 93.9% | |
| Fees: investment management | $85,739 | - | $85,739 | - | 6.0% | |
| Fees: accounting | $2,300 | - | $2,300 | - | 0.2% | |
| Total | $1,434,039 | 100% |
2021 · Form 990 · $71,557 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $69,408 | - | $69,408 | - | 97.0% | |
| Fees: accounting | $2,149 | - | $2,149 | - | 3.0% | |
| Total | $71,557 | 100% |
2020 · Form 990 · $593,464 spent · pay $0 · grants $535,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $535,000 | $535,000 | - | - | 90.1% | |
| Fees: investment management | $56,314 | - | $56,314 | - | 9.5% | |
| Fees: accounting | $2,150 | - | $2,150 | - | 0.4% | |
| Total | $593,464 | 100% |
2019 · Form 990 · $54,286 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $52,336 | - | $52,336 | - | 96.4% | |
| Fees: accounting | $1,950 | - | $1,950 | - | 3.6% | |
| Total | $54,286 | 100% |
2018 · Form 990 · $51,795 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $49,895 | - | $49,895 | - | 96.3% | |
| Fees: legal | $1,900 | - | $1,900 | - | 3.7% | |
| Total | $51,795 | 100% |
2017 · Form 990 · $44,541 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $42,741 | - | $42,741 | - | 96.0% | |
| Fees: accounting | $1,800 | - | $1,800 | - | 4.0% | |
| Total | $44,541 | 100% |
2016 · Form 990 · $16,613 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $16,613 | - | $16,613 | - | 100.0% | |
| Total | $16,613 | 100% |
2015 · Form 990 · $8,977 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $8,977 | - | $8,977 | - | 100.0% | |
| Total | $8,977 | 100% |
Comments