JAMES MADISON EDUCATION FUND INC
Cite this
Plain text JAMES MADISON EDUCATION FUND INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/james-madison-education-fund-inc-521906471. Retrieved 2026-11-01.
APA furp.org. (n.d.). JAMES MADISON EDUCATION FUND INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 1, 2026, from https://furp.org/org/james-madison-education-fund-inc-521906471
MLA “JAMES MADISON EDUCATION FUND INC.” furp.org, tax years 2011–2024, https://furp.org/org/james-madison-education-fund-inc-521906471. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $1.2M · expenses $612K · assets $23.1M
- EIN
- 52-1906471
- Address
- 1613 DUKE ST, ALEXANDRIA, VA 22314-3406
- Website
- https://www.jamesmadisonfund.org
- NTEE code
- A99
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1995 (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 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO SUPPORT THE PURPOSES AND ACTIVITIES OF THE JAMES MADISON MEMORIAL FELLOWSHIP FOUNDATION.(CONTINUED ON 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
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 |
|---|---|---|---|---|---|
| Lewis F Larsen | PRESIDENT TILL 10124 | 2011-2024 | $0 | $160,300 | 1 |
| Clare Iglesias | TREASURER | 2021-2024 | $0 | $15,252 | 1 |
| Elizabeth G Ray (former) | TREASURER | 2011-2020 | $0 | $83,546 | 1 |
Officers and directors, no compensation reported
3 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 |
|---|---|---|---|---|---|
| Oliver A Alwes | SECRETARY | 2022-2024 | 1 | $0 reported | 1 |
| Julie E Adams | ESCEO START 102024 | 2024 | 5 | $0 reported | 1 |
| Paul A Yost Jr (former) | PRESIDENT | 2011-2021 | 1 | $0 reported | 1 |
People by year
2024 · 4 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| OLIVER A ALWES | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LEWIS F LARSEN | PRESIDENT TILL 10124 | 1 | $0 | $0 | $0 | $0 | 1 |
| CLARE IGLESIAS | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
| JULIE E ADAMS | ESCEO START 102024 | 5 | $0 | $0 | $0 | $0 | 1 |
2023 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARE IGLESIAS | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
| LEWIS F LARSEN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| OLIVER A ALWES | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · 1 paid, $3K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARE IGLESIAS | TREASURER | 10 | $2,585 | $0 | $0 | $2,585 | 1 |
| LEWIS F LARSEN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| OLIVER A ALWES | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 3 people listed · 1 paid, $13K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARE IGLESIAS | TREASURER | 10 | $12,667 | $0 | $0 | $12,667 | 1 |
| LEWIS F LARSEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL A YOST JR | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | - | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | - | $0 | $0 | $0 | $0 | 1 |
2019 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | - | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | - | $0 | $0 | $0 | $0 | 1 |
2018 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2017 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 15 | $0 | $0 | $0 | $0 | 1 |
2016 · 3 people listed · 2 paid, $244K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEWIS LARSEN | SECRETARY | 8 | $0 | $160,300 | $0 | $160,300 | 1 |
| ELIZABETH G RAY | TREASURER | 10 | $0 | $83,546 | $0 | $83,546 | 1 |
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2014 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2013 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2012 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 8 | $0 | $0 | $0 | $0 | 1 |
2011 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL A YOST JR | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| LEWIS LARSEN | SECRETARY | 8 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH G RAY | TREASURER | 8 | $0 | $0 | $0 | $0 | 1 |
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 · $158K
Listed grants add up to $157,757; the return's “grants paid” expense line says $161,576. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 1 grant to organizations · $150K
Listed grants add up to $150,444; the return's “grants paid” expense line says $155,866. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 1 grant to organizations · $232K
2019 · 1 grant to organizations · $113K
2018 · 1 grant to organizations · $117K
2017 · 1 grant to organizations · $151K
2016 · 1 grant to organizations · $179K
2015 · 1 grant to organizations · $45K
2014 · 1 grant to organizations · $70K
2013 · 1 grant to organizations · $11K
Listed grants add up to $11,201; the return's “grants paid” expense line says $12,951. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
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 | ||||||||
| $1,173,433 | $611,927 | $23,118,989 | $23,087,687 | $223,348 | $0 | $0 | 0 | - |
| 2023 · Form 990 | ||||||||
| $695,264 | $527,594 | $21,274,844 | $21,265,846 | $48,211 | $0 | $0 | 0 | - |
| 2023 · Form 990 | ||||||||
| $695,264 | $527,594 | $21,274,844 | $21,265,846 | $48,211 | $0 | $0 | 0 | - |
| 2022 · Form 990 | ||||||||
| $785,616 | $353,937 | $18,912,728 | $18,883,580 | $175,306 | $0 | $2,585 | 0 | - |
| 2021 · Form 990 | ||||||||
| $808,486 | $576,641 | $21,608,626 | $21,602,118 | $116,029 | $0 | $12,667 | 0 | - |
| 2020 · Form 990 | ||||||||
| $534,932 | $251,196 | $19,099,414 | $19,087,162 | $33,032 | $0 | - | 0 | - |
| 2019 · Form 990 | ||||||||
| $747,399 | $368,442 | $17,133,857 | $17,126,075 | $156,279 | $0 | - | 0 | - |
| 2019 · Form 990 | ||||||||
| $0 | $0 | $14,601,409 | $14,597,623 | $0 | $0 | - | 0 | - |
| 2018 · Form 990 | ||||||||
| $701,458 | $347,627 | $14,601,409 | $14,597,623 | $60,502 | $0 | - | 0 | - |
| 2017 · Form 990 | ||||||||
| $664,346 | $315,058 | $15,645,960 | $15,617,672 | $118,535 | $0 | - | 0 | - |
| 2016 · Form 990 | ||||||||
| $590,522 | $423,863 | $14,026,807 | $14,021,903 | $70,695 | $0 | - | 0 | - |
| 2015 · Form 990 | ||||||||
| $591,941 | $274,138 | $12,933,915 | $12,929,594 | $101,233 | $0 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $545,172 | $276,095 | $13,146,840 | $13,142,630 | $85,543 | $0 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $446,143 | $260,701 | $12,475,245 | $12,469,187 | $35,330 | $0 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $342,011 | $186,087 | $10,819,328 | $10,810,688 | $63,655 | $0 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $788,498 | $63,968 | $9,837,249 | $9,828,789 | $41,434 | $12 | $0 | 0 | 0 |
Funders of this organization
6 grantors reported grants to this organization, $151,723 in all, tax years 2020 to 2023. 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2020-2022 | 3 | $72,000 | 2022 | $24,000 | show |
| KARL AND GEORGIA MARTIN SR ANNA BELLE FLYNN KARL AND JUNE MARTIN | Private foundation | Fuzzy filed as “JAMES MADISON EDUCATION FUND INC” | 2022 | 1 | $48,000 | 2022 | $48,000 | show |
| STUART FAMILY FOUNDATION | Private foundation | Fuzzy filed as “JAMES MADISON EDUCATION FUND INC” | 2022 | 1 | $24,000 | 2022 | $24,000 | show |
| RELGALF CHARITABLE FOUNDATION | Private foundation | Fuzzy filed as “JAMES MADISON EDUCATION FUND INC” | 2022 | 1 | $5,000 | 2022 | $5,000 | show |
| COLEGATO FOUNDATION TR | Private foundation | Fuzzy filed as “JAMES MADISON EDUCATION FUND INC” | 2021 | 1 | $2,000 | 2021 | $2,000 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “JAMES MADISON EDUCATION FUND INC” | 2020-2023 | 4 | $723 | 2023 | $205 | show |
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 |
|---|---|---|---|---|---|---|---|
| COUNCIL FOR ELECTRONIC REVENUE COMMUNICATION ADVANCEMENT | VA | A99 | $642,917 | $646,570 | EXECUTIVE DIRECTOR | $292,525 | Same NTEE code A99, revenue within 2x, same state |
| AMERICAN TURKISH FRIENDSHIP ASSOCIATION | VA | A99 | $1,249,181 | $1,149,946 | DIRECTOR | $0 | Same NTEE code A99, revenue within 2x, same state |
| AMERICAN MENTAL HEALTH COUNSELORS ASSOC | VA | A99 | $1,083,678 | $756,260 | President | $0 | Same NTEE code A99, revenue within 2x, same state |
| TENANTS AND WORKERS UNITED INQUILINOS Y TRABAJADORES UNIDOS | VA | A99 | $1,347,240 | $761,583 | EXECUTIVE DIRECTOR | $128,469 | Same NTEE code A99, revenue within 2x, same state |
| COMMUNITY BUSINESS PARTNERSHIP INC | VA | A99 | $762,677 | $1,107,293 | CHAIRMAN | $0 | Same NTEE code A99, revenue within 2x, same state |
| NEW YORKERS AGAINST GUN VOILENCE EDUCATION FUND INC | NY | A99 | $840,343 | $953,637 | Executive Dir. | $141,130 | Same NTEE code A99, revenue within 2x |
| EAST MISSISSIPPI CENTER FOR EDUCATIONAL DEVELOPMENT INC | MS | A99 | $1,473,749 | $1,311,561 | EXECUTIVE DI | $105,000 | Same NTEE code A99, revenue within 2x |
| AFSA EDUCATION FOUNDATION | DC | A99 | $1,638,332 | $910,514 | EXECUTIVE DIRECTOR | $255,580 | Same NTEE code A99, revenue within 2x |
| WINDHAM FOUNDATION OF NEW YORK INC | NY | A99 | $603,613 | $352,084 | PRESIDENT | $0 | Same NTEE code A99, revenue within 2x |
| NATIONAL CENTER ON PHILANTHROPY AND THE LAW INC | NY | A99 | $1,471,613 | $984,246 | CHAIRMAN | $771,582 | Same NTEE code A99, revenue within 2x |
| DOWNTOWN WALLA WALLA FOUNDATION | WA | A99 | $766,428 | $728,217 | EXECUTIVE DIRECTOR | $23,917 | Same NTEE code A99, revenue within 2x |
| SCIENCE FICTION AND FANTASY WRITERS OF AMERICA INC | CA | A99 | $622,187 | $653,018 | Executive Dir. | $118,527 | Same NTEE code A99, revenue within 2x |
| AESTHETIC SURGERY EDUCATION & RESEARCH FOUNDATION | CA | A99 | $931,518 | $1,444,942 | CEO | $481,000 | Same NTEE code A99, revenue within 2x |
| CHESAPEAKE TRI-ASSOCIATION INC | MD | A99 | $969,194 | $972,840 | TREASURER | $0 | Same NTEE code A99, revenue within 2x |
| NATIONAL ASSOCIATION OF VETERANS RESEARCH AND EDUCATION FOUNDATIONS | DC | A99 | $1,484,561 | $1,246,411 | CEO | $278,419 | Same NTEE code A99, revenue within 2x |
| THE MEMORIAL FOUNDATION | DC | A99 | $1,635,698 | $1,708,148 | PRESIDENT AN | $301,097 | Same NTEE code A99, revenue within 2x |
| RICHARD HUNT LEGACY FOUNDATION INC | IL | A99 | $2,182,500 | $0 | CHAIRMAN | $0 | Same NTEE code A99, revenue within 2x |
| MUSICAL MAYHEM PRODUCTIONS INC | CA | A99 | $1,391,032 | $1,376,692 | President | $97,550 | Same NTEE code A99, revenue within 2x |
| FOWNES FOUNDATION | PA | A99 | $974,014 | $2,093,104 | PRESIDENT | $0 | Same NTEE code A99, revenue within 2x |
| EDUCATION FOUNDATION OF THE LOUISIANA RESTAURANT ASSOC INC | LA | A99 | $634,115 | $596,712 | EXECUTIVE DIRECTOR | $106,560 | Same NTEE code A99, revenue within 2x |
| HUB ON CANAL INC | FL | A99 | $1,423,244 | $1,236,136 | EXECUTIVE DIRECTOR | $85,000 | Same NTEE code A99, revenue within 2x |
| PROJECT MIND A PROJECT FOR THE DEVELOPMENT AND EDUCATION OF CHILD | CA | A99 | $983,033 | $1,099,284 | PRESIDENT | $0 | Same NTEE code A99, revenue within 2x |
| JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION INC | MA | A99 | $1,543,788 | $1,212,902 | CEO | $192,509 | Same NTEE code A99, revenue within 2x |
| HARMONIC MUSIC FOUNDATION INC | DC | A99 | $938,999 | $659,227 | Executive Dir. | $36,500 | Same NTEE code A99, revenue within 2x |
| WOMENS SUFFRAGE NATIONAL MONUMENT FOUNDATION | DC | A99 | $872,585 | $468,462 | Director | $0 | Same NTEE code A99, 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 · $611,927 spent · pay $0 · grants $161,576 · events $11,989
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $157,757 | $157,757 | - | - | 25.8% | |
| Fees: other services | $130,694 | $116,292 | $14,402 | - | 21.4% | |
| Fees: investment management | $96,589 | - | $96,589 | - | 15.8% | |
| Depreciation and depletion | $79,608 | $71,647 | $7,961 | - | 13.0% | |
| Office expenses | $30,579 | $27,533 | $3,046 | - | 5.0% | |
| Fees: lobbying | $24,500 | $24,500 | - | - | 4.0% | |
| Occupancy | $17,092 | $15,383 | $1,709 | - | 2.8% | |
| Advertising and promotion | $12,762 | $11,486 | $1,276 | - | 2.1% | |
| Conferences, conventions and meetings | $11,989 | $10,949 | $1,040 | - | 2.0% | |
| Other (as described) | REPAIRS & MAINTENANCE | $11,183 | $10,065 | $1,118 | - | 1.8% |
| Insurance | $10,919 | $9,827 | $1,092 | - | 1.8% | |
| Other (as described) | DUES & FEES | $7,604 | $6,844 | $760 | - | 1.2% |
| Other (as described) | TELEPHONE & INTERNET | $6,787 | $6,108 | $679 | - | 1.1% |
| Travel | $4,204 | $3,784 | $420 | - | 0.7% | |
| Grants to US individuals | $3,819 | $3,819 | - | - | 0.6% | |
| Fees: accounting | $3,000 | - | $3,000 | - | 0.5% | |
| Other (as described) | ASSOCIATION FEES | $2,841 | $2,557 | $284 | - | 0.5% |
| Total | $611,927 | 100% |
2023 · Form 990 · $527,594 spent · pay $0 · grants $155,866 · events $5,220
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $150,444 | $150,444 | - | - | 28.5% | |
| Fees: other services | $101,145 | $91,690 | $9,455 | - | 19.2% | |
| Fees: investment management | $85,824 | - | $85,824 | - | 16.3% | |
| Depreciation and depletion | $78,904 | $71,014 | $7,890 | - | 15.0% | |
| Office expenses | $36,290 | $32,661 | $3,629 | - | 6.9% | |
| Occupancy | $15,694 | $14,125 | $1,569 | - | 3.0% | |
| Other (as described) | REPAIRS & MAINTENANCE | $12,879 | $11,591 | $1,288 | - | 2.4% |
| Advertising and promotion | $11,543 | $10,389 | $1,154 | - | 2.2% | |
| Insurance | $9,447 | $8,502 | $945 | - | 1.8% | |
| Grants to US individuals | $5,422 | $5,422 | - | - | 1.0% | |
| Conferences, conventions and meetings | $5,220 | $4,894 | $326 | - | 1.0% | |
| Other (as described) | DUES & FEES | $3,992 | $3,593 | $399 | - | 0.8% |
| Travel | $3,708 | $3,337 | $371 | - | 0.7% | |
| Other (as described) | ASSOCIATION FEES | $3,091 | $2,782 | $309 | - | 0.6% |
| Other (as described) | TELEPHONE & INTERNET | $2,417 | $2,175 | $242 | - | 0.5% |
| All other expenses | $1,574 | $1,416 | $158 | - | 0.3% | |
| Total | $527,594 | 100% |
2022 · Form 990 · $353,937 spent · pay $0 · grants $0 · events $5,697
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $104,873 | $96,048 | $8,825 | - | 29.6% | |
| Fees: investment management | $89,115 | - | $89,115 | - | 25.2% | |
| Depreciation and depletion | $75,292 | $67,763 | $7,529 | - | 21.3% | |
| Office expenses | $25,635 | $23,071 | $2,564 | - | 7.2% | |
| Other (as described) | REPAIRS & MAINTENANCE | $13,843 | $12,459 | $1,384 | - | 3.9% |
| Other (as described) | TELEPHONE & INTERNET | $9,244 | $8,320 | $924 | - | 2.6% |
| Insurance | $8,790 | $7,911 | $879 | - | 2.5% | |
| Occupancy | $7,599 | $6,839 | $760 | - | 2.1% | |
| Conferences, conventions and meetings | $5,697 | $5,339 | $358 | - | 1.6% | |
| Other (as described) | ASSOCIATION FEES | $5,282 | $4,754 | $528 | - | 1.5% |
| Other (as described) | DUES & FEES | $4,802 | $4,322 | $480 | - | 1.4% |
| Travel | $2,284 | $2,140 | $144 | - | 0.6% | |
| All other expenses | $1,481 | $1,332 | $149 | - | 0.4% | |
| Total | $353,937 | 100% |
2021 · Form 990 · $576,641 spent · pay $12,667 · grants $232,396 · events $11,188
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $232,396 | $232,396 | - | - | 40.3% | |
| Fees: other services | $95,881 | $88,184 | $7,697 | - | 16.6% | |
| Fees: investment management | $87,690 | - | $87,690 | - | 15.2% | |
| Depreciation and depletion | $76,911 | $69,220 | $7,691 | - | 13.3% | |
| Office expenses | $13,748 | $12,373 | $1,375 | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $12,667 | $11,400 | $1,267 | - | 2.2% | |
| Conferences, conventions and meetings | $11,188 | $10,619 | $569 | - | 1.9% | |
| Other (as described) | REPAIRS & MAINTENANCE | $10,861 | $9,815 | $1,046 | - | 1.9% |
| All other expenses | $9,939 | $8,945 | $994 | - | 1.7% | |
| Other (as described) | TELEPHONE & INTERNET | $8,631 | $7,768 | $863 | - | 1.5% |
| Insurance | $8,174 | $7,357 | $817 | - | 1.4% | |
| Other (as described) | ASSOCIATION FEES | $4,690 | $4,221 | $469 | - | 0.8% |
| Other (as described) | DUES & FEES | $3,690 | $3,321 | $369 | - | 0.6% |
| Advertising and promotion | $175 | $175 | - | - | 0.0% | |
| Total | $576,641 | 100% |
2020 · Form 990 · $251,196 spent · pay $0 · grants $0 · events $524
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $70,622 | $63,560 | $7,062 | - | 28.1% | |
| Fees: investment management | $69,920 | $62,928 | $6,992 | - | 27.8% | |
| Fees: other services | $28,781 | $26,231 | $2,550 | - | 11.5% | |
| Office expenses | $17,681 | $16,696 | $985 | - | 7.0% | |
| Advertising and promotion | $13,245 | $13,245 | - | - | 5.3% | |
| All other expenses | $11,565 | $10,408 | $1,157 | - | 4.6% | |
| Other (as described) | TELEPHONE/INTERNET | $9,440 | $8,496 | $944 | - | 3.8% |
| Other (as described) | REPAIRS & MAINTENANCE | $9,414 | $8,473 | $941 | - | 3.7% |
| Insurance | $7,804 | $7,023 | $781 | - | 3.1% | |
| Other (as described) | ASSOCIATION FEES - DUKE S | $7,280 | $6,552 | $728 | - | 2.9% |
| Other (as described) | VIDEO PRODUCTION | $4,920 | $4,920 | - | - | 2.0% |
| Conferences, conventions and meetings | $524 | $515 | $9 | - | 0.2% | |
| Total | $251,196 | 100% |
2019 · Form 990 · $368,442 spent · pay $0 · grants $113,000 · events $3,736
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $113,000 | $113,000 | - | - | 30.7% | |
| Depreciation and depletion | $68,340 | $61,506 | $6,834 | - | 18.5% | |
| Fees: investment management | $66,263 | $59,637 | $6,626 | - | 18.0% | |
| Fees: other services | $40,983 | $39,583 | $1,400 | - | 11.1% | |
| Office expenses | $17,845 | $16,213 | $1,632 | - | 4.8% | |
| All other expenses | $17,829 | $16,535 | $1,294 | - | 4.8% | |
| Other (as described) | TELEPHONE/INTERNET | $9,810 | $8,829 | $981 | - | 2.7% |
| Other (as described) | VIDEO PRODUCTION | $9,500 | $9,500 | - | - | 2.6% |
| Insurance | $7,499 | $6,749 | $750 | - | 2.0% | |
| Other (as described) | REAL ESTATE TAXES - DUKE | $6,721 | $6,049 | $672 | - | 1.8% |
| Other (as described) | REPAIRS & MAINTENANCE | $6,172 | $5,555 | $617 | - | 1.7% |
| Conferences, conventions and meetings | $3,736 | $3,460 | $276 | - | 1.0% | |
| Advertising and promotion | $500 | $500 | - | - | 0.1% | |
| Travel | $244 | $223 | $21 | - | 0.1% | |
| Total | $368,442 | 100% |
2018 · Form 990 · $347,627 spent · pay $0 · grants $116,544 · events $1,078
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $116,544 | $116,544 | - | - | 33.5% | |
| Depreciation and depletion | $68,572 | $61,714 | $6,858 | - | 19.7% | |
| Fees: investment management | $65,957 | $59,361 | $6,596 | - | 19.0% | |
| Office expenses | $19,045 | $17,343 | $1,702 | - | 5.5% | |
| All other expenses | $19,015 | $17,375 | $1,640 | - | 5.5% | |
| Fees: other services | $17,148 | $15,748 | $1,400 | - | 4.9% | |
| Other (as described) | FELLOWS' STIPENDS | $9,500 | $9,500 | - | - | 2.7% |
| Insurance | $8,056 | $7,250 | $806 | - | 2.3% | |
| Other (as described) | TELEPHONE/INTERNET | $6,784 | $6,106 | $678 | - | 2.0% |
| Other (as described) | REAL ESTATE TAXES - DUKE | $6,441 | $5,797 | $644 | - | 1.9% |
| Other (as described) | MEALS | $6,318 | $6,115 | $203 | - | 1.8% |
| Advertising and promotion | $2,748 | $2,748 | - | - | 0.8% | |
| Conferences, conventions and meetings | $1,078 | $1,044 | $34 | - | 0.3% | |
| Travel | $421 | $410 | $11 | - | 0.1% | |
| Total | $347,627 | 100% |
2017 · Form 990 · $315,058 spent · pay $0 · grants $150,503 · events $556
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $150,503 | $150,503 | - | - | 47.8% | |
| Depreciation and depletion | $72,610 | $65,349 | $7,261 | - | 23.0% | |
| All other expenses | $24,268 | $22,742 | $1,526 | - | 7.7% | |
| Other (as described) | VIDEO PRODUCTION | $18,290 | $18,290 | - | - | 5.8% |
| Fees: other services | $17,495 | $16,095 | $1,400 | - | 5.6% | |
| Other (as described) | DUES AND FEES | $7,829 | $7,224 | $605 | - | 2.5% |
| Insurance | $6,855 | $6,170 | $685 | - | 2.2% | |
| Other (as described) | REAL ESTATE TAXES - DUKE | $5,950 | $5,355 | $595 | - | 1.9% |
| Office expenses | $5,773 | $5,471 | $302 | - | 1.8% | |
| Other (as described) | REPAIRS & MAINTENANCE | $4,139 | $3,725 | $414 | - | 1.3% |
| Conferences, conventions and meetings | $556 | $500 | $56 | - | 0.2% | |
| Advertising and promotion | $524 | $524 | - | - | 0.2% | |
| Travel | $266 | $259 | $7 | - | 0.1% | |
| Total | $315,058 | 100% |
2016 · Form 990 · $423,863 spent · pay $0 · grants $180,356 · events $1,863
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $180,356 | $180,356 | - | - | 42.6% | |
| Depreciation and depletion | $75,200 | $67,680 | $7,520 | - | 17.7% | |
| Fees: investment management | $55,242 | $49,718 | $5,524 | - | 13.0% | |
| Other (as described) | VIDEO PRODUCTION | $41,990 | $41,990 | - | - | 9.9% |
| All other expenses | $26,034 | $23,864 | $2,170 | - | 6.1% | |
| Fees: other services | $15,085 | $14,155 | $930 | - | 3.6% | |
| Other (as described) | DUES AND FEES | $6,355 | $5,841 | $514 | - | 1.5% |
| Insurance | $6,213 | $5,592 | $621 | - | 1.5% | |
| Other (as described) | REPAIRS & MAINTENANCE | $6,172 | $5,555 | $617 | - | 1.5% |
| Other (as described) | MEALS | $3,796 | $3,604 | $192 | - | 0.9% |
| Office expenses | $3,354 | $3,169 | $185 | - | 0.8% | |
| Conferences, conventions and meetings | $1,863 | $1,677 | $186 | - | 0.4% | |
| Advertising and promotion | $1,750 | $1,750 | - | - | 0.4% | |
| Travel | $453 | $449 | $4 | - | 0.1% | |
| Total | $423,863 | 100% |
2015 · Form 990 · $274,138 spent · pay $0 · grants $45,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $75,161 | $63,887 | $11,274 | - | 27.4% | |
| Fees: investment management | $52,495 | $52,495 | - | - | 19.1% | |
| Grants to US organizations and governments | $45,000 | $45,000 | - | - | 16.4% | |
| Other (as described) | TEACHER RESOURCE PROGRA | $29,404 | $29,404 | $0 | - | 10.7% |
| All other expenses | $22,343 | $20,690 | $1,653 | - | 8.2% | |
| Other (as described) | SUMMER INSTITUTE PROGRA | $13,452 | $13,452 | $0 | - | 4.9% |
| Fees: other services | $12,525 | $11,273 | $1,252 | - | 4.6% | |
| Other (as described) | COMMON AREA REPAIRS & M | $8,847 | $7,962 | $885 | - | 3.2% |
| Insurance | $5,925 | $5,332 | $593 | - | 2.2% | |
| Other (as described) | ASSOCIATION FEES-DUKE S | $5,108 | $4,597 | $511 | - | 1.9% |
| Office expenses | $2,542 | $2,288 | $254 | - | 0.9% | |
| Travel | $1,336 | $1,336 | - | - | 0.5% | |
| Total | $274,138 | 100% |
2014 · Form 990 · $276,095 spent · pay $0 · grants $70,250 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $72,946 | $65,651 | $7,295 | - | 26.4% | |
| Grants to US organizations and governments | $70,250 | $70,250 | - | - | 25.4% | |
| Fees: investment management | $54,457 | $54,457 | - | - | 19.7% | |
| Other (as described) | TEACHER RESOURCE PROGRA | $15,800 | $15,800 | - | - | 5.7% |
| All other expenses | $15,548 | $14,351 | $1,197 | - | 5.6% | |
| Other (as described) | SUMMER INSTITUTE PROGRA | $14,455 | $14,455 | - | - | 5.2% |
| Fees: other services | $11,668 | $10,501 | $1,167 | - | 4.2% | |
| Insurance | $5,686 | $5,117 | $569 | - | 2.1% | |
| Office expenses | $5,508 | $4,957 | $551 | - | 2.0% | |
| Other (as described) | REPAIRS & MAINTENANCE | $4,481 | $4,033 | $448 | - | 1.6% |
| Other (as described) | MEETING EXPENSES | $2,704 | $2,704 | - | - | 1.0% |
| Advertising and promotion | $1,350 | $1,350 | - | - | 0.5% | |
| Travel | $1,242 | $1,242 | - | - | 0.4% | |
| Total | $276,095 | 100% |
2013 · Form 990 · $260,701 spent · pay $0 · grants $12,951 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SUMMER INSTITUTE PROGRA | $83,069 | $83,069 | - | - | 31.9% |
| Depreciation and depletion | $70,654 | $63,589 | $7,065 | - | 27.1% | |
| Fees: investment management | $51,430 | $51,430 | - | - | 19.7% | |
| Grants to US organizations and governments | $12,951 | $12,951 | - | - | 5.0% | |
| Fees: other services | $9,875 | $8,888 | $987 | - | 3.8% | |
| Insurance | $8,654 | $7,789 | $865 | - | 3.3% | |
| Other (as described) | ASSOCIATION FEES-DUKE S | $6,087 | $5,478 | $609 | - | 2.3% |
| All other expenses | $5,781 | $5,562 | $219 | - | 2.2% | |
| Other (as described) | REAL ESTATE TAXES-DUKE | $5,309 | $4,778 | $531 | - | 2.0% |
| Office expenses | $4,414 | $3,973 | $441 | - | 1.7% | |
| Other (as described) | REPAIRS & MAINTENANCE | $2,316 | $2,084 | $232 | - | 0.9% |
| Travel | $161 | $161 | - | - | 0.1% | |
| Total | $260,701 | 100% |
2012 · Form 990 · $186,087 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $62,506 | $56,255 | $6,251 | - | 33.6% | |
| Fees: investment management | $46,929 | $46,929 | - | - | 25.2% | |
| All other expenses | $17,749 | $17,726 | $23 | - | 9.5% | |
| Other (as described) | REAL ESTATE TAXES-DUKE | $11,671 | $11,671 | - | - | 6.3% |
| Other (as described) | UTILITIES-DUKE STREET | $9,783 | $9,783 | - | - | 5.3% |
| Other (as described) | ASSOCIATION FEES-DUKE S | $9,694 | $9,694 | - | - | 5.2% |
| Other (as described) | COMMON AREA REPAIRS & M | $9,152 | $9,152 | - | - | 4.9% |
| Fees: other services | $6,050 | $5,445 | $605 | - | 3.3% | |
| Office expenses | $5,202 | $4,682 | $520 | - | 2.8% | |
| Insurance | $4,168 | $4,168 | - | - | 2.2% | |
| Fees: legal | $2,000 | $2,000 | - | - | 1.1% | |
| Advertising and promotion | $1,183 | $1,183 | - | - | 0.6% | |
| Total | $186,087 | 100% |
2011 · Form 990 · $63,968 spent · pay $0 · grants $0 · events $4,529
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | INVESTMENT EXPENSES | $21,294 | $21,294 | - | - | 33.3% |
| Depreciation and depletion | $13,274 | $11,947 | $1,327 | - | 20.8% | |
| Other (as described) | REAL ESTATE TAXES-DUKE | $12,839 | $12,839 | - | - | 20.1% |
| Conferences, conventions and meetings | $4,529 | $4,529 | - | - | 7.1% | |
| Other (as described) | AUDIT FEE | $4,500 | $4,050 | $450 | - | 7.0% |
| Insurance | $4,405 | $4,405 | - | - | 6.9% | |
| All other expenses | $1,441 | $1,441 | - | - | 2.3% | |
| Office expenses | $977 | $977 | - | - | 1.5% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $414 | $414 | - | - | 0.6% |
| Travel | $295 | $295 | - | - | 0.5% | |
| Total | $63,968 | 100% |
Federal lobbying
Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.
| Year | Spent | Earned | Reports |
|---|---|---|---|
| 2024 | $21,000 | 2 | |
| 2023 | $42,000 | 4 | |
| 2022 | $42,000 | 4 | |
| 2021 | $40,500 | 4 | |
| 2020 | $10,000 | 2 |
Issues: Constitution, Education
Firms hired: INNOVATIVE POLICY, PLLC
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