UNIDOS INVESTMENT FUND INC
Cite this
Plain text UNIDOS INVESTMENT FUND INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/unidos-investment-fund-inc-522268398. Retrieved 2026-10-24.
APA furp.org. (n.d.). UNIDOS INVESTMENT FUND INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 24, 2026, from https://furp.org/org/unidos-investment-fund-inc-522268398
MLA “UNIDOS INVESTMENT FUND INC.” furp.org, tax years 2009–2024, https://furp.org/org/unidos-investment-fund-inc-522268398. Accessed 24 Oct. 2026.
Retrieved 2026-10-24; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $2.4M · expenses $4.2M · assets $48.2M
- EIN
- 52-2268398
- Address
- 1126 16TH STREET NW, WASHINGTON, DC 20036-4804
- NTEE code
- T11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 2001 (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, 509(a)(3)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE INITIATIVES OF UNIDOSUS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
5 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 |
|---|---|---|---|---|---|
| Janet Murguia | PRESIDENT & SECRETARY | 2009-2024 | $859,589 | $8,842,479 | 5 |
| Darcy Eischens | TREASURER | 2017-2024 | $266,022 | $1,754,988 | 2 |
| Kevin Smith | EXECUTIVE DIRECTOR | 2022-2024 | $435,055 | $788,683 | 3 |
| Holly Blanchard (former) | FORMER ED/BOARD MEMBER (THRU 8/12/22) | 2014-2022 | $313,061 | $2,768,292 | 2 |
| Delia Pompa (former) | Board MemBER | 2009-2014 | $247,428 | $1,171,714 | 2 |
Officers and directors, no compensation reported
7 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 |
|---|---|---|---|---|---|
| Ken Trujillo | BOARD MEMBER & CHAIR | 2009-2024 | 1 | $0 reported | 1 |
| John Esquivel | BOARD MEMBER | 2019-2024 | 1 | $0 reported | 2 |
| Dr Maria Harper Marinick | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Gene Ortega | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 1 |
| Ernest Ortega (former) | BOARD MEMBER | 2009-2022 | 1 | $0 reported | 2 |
| Daniel R Ortega Jr (former) | BOARD MEMBER | 2009-2015 | 1 | $0 reported | 2 |
| Monica Lozano (former) | Board Chair | 2009-2014 | 1 | $0 reported | 1 |
People by year
2024 · 7 people listed · 3 paid, $1.6M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | PRESIDENT & SECRETARY | 1 | $0 | $773,603 | $85,986 | $859,589 | 5 |
| KEVIN SMITH | EXECUTIVE DIRECTOR | 5 | $19,603 | $372,445 | $43,007 | $435,055 | 3 |
| DARCY EISCHENS | TREASURER | 1 | $0 | $234,755 | $31,267 | $266,022 | 2 |
| KEN TRUJILLO | BOARD MEMBER & CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DR MARIA HARPER-MARINICK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| GENE ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 7 people listed · 3 paid, $1.4M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | PRESIDENT & SECRETARY | 1 | $0 | $676,570 | $61,119 | $737,689 | 5 |
| KEVIN SMITH | EXECUTIVE DIRECTOR | 5 | $16,305 | $300,913 | $36,410 | $353,628 | 3 |
| DARCY EISCHENS | TREASURER | 1 | $0 | $232,118 | $31,146 | $263,264 | 2 |
| KEN TRUJILLO | BOARD MEMBER & CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DR MARIA HARPER-MARINICK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| GENE ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · 3 paid, $1.2M · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 1 | $0 | $649,453 | $59,141 | $708,594 | 5 |
| HOLLY BLANCHARD | FORMER ED/BOARD MEMBER (THRU 8/12/22) | 5 | $36,018 | $252,123 | $24,920 | $313,061 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $199,502 | $25,773 | $225,275 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN SMITH | EXECUTIVE DIRECTOR (BEG 1/27/23) | 5 | $0 | $0 | $0 | $0 | 3 |
2021 · 6 people listed · 3 paid, $1.3M · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 1 | $0 | $615,995 | $52,846 | $668,841 | 5 |
| HOLLY BLANCHARD | ED/BOARD MEMBER (THRU 8/12/22) | 3 | $27,918 | $321,059 | $25,627 | $374,604 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $190,220 | $25,303 | $215,523 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 6 people listed · 3 paid, $1.2M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | CEO/BOARD MEMBER | 1 | $0 | $593,464 | $42,773 | $636,237 | 5 |
| HOLLY BLANCHARD | EXECUTIVE DIRECTOR/BOARD MEMBER | 5 | $37,380 | $299,046 | $14,470 | $350,896 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $185,436 | $18,616 | $204,052 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · 3 paid, $1.2M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | CEO/BOARD MEMBER | 1 | $0 | $555,628 | $65,936 | $621,564 | 5 |
| HOLLY BLANCHARD | EXECUTIVE DIRECTOR/BOARD MEMBER | 5 | $15,446 | $308,925 | $44,030 | $368,401 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $173,364 | $22,834 | $196,198 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ESQUIVEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 5 people listed · 3 paid, $1.1M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 1 | $0 | $543,105 | $49,882 | $592,987 | 5 |
| HOLLY BLANCHARD | EXECUTIVE DIRECTOR | 5 | $28,508 | $228,060 | $29,256 | $285,824 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $158,357 | $22,059 | $180,416 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 5 people listed · 3 paid, $1.1M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 1 | $22,918 | $497,561 | $44,490 | $564,969 | 5 |
| HOLLY BLANCHARD | EXECUTIVE DIRECTOR | 7 | $48,425 | $212,304 | $28,878 | $289,607 | 2 |
| DARCY EISCHENS | BOARD MEMBER | 1 | $0 | $178,140 | $26,098 | $204,238 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 4 people listed · 2 paid, $764K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| janet murguia | president & ceo | 2 | $25,473 | $427,783 | $42,362 | $495,618 | 5 |
| holly blanchard | cfo | 7 | $44,740 | $193,875 | $29,784 | $268,399 | 2 |
| ken trujillo | board chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Ernest Ortega | board member | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 5 people listed · 2 paid, $756K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | PRESIDENT & CEO | 3 | $0 | $459,642 | $38,281 | $497,923 | 5 |
| HOLLY BLANCHARD | CFO | 8 | $0 | $231,963 | $26,203 | $258,166 | 2 |
| KEN TRUJILLO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL R ORTEGA JR | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 7 people listed · 3 paid, $1.0M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Janet Murguia | President and CEO | 3 | $40,803 | $425,525 | $37,387 | $503,715 | 5 |
| Holly Blanchard | CFO | 9 | $51,166 | $181,935 | $26,233 | $259,334 | 2 |
| Delia Pompa | Board MemBER | 2 | $0 | $221,115 | $26,313 | $247,428 | 2 |
| Monica Lozano | Board Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel R Ortega Jr | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ernest Ortega | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ken Trujillo | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · 2 paid, $630K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Janet Murguia | President and CEO | 2 | $19,101 | $362,922 | $35,474 | $417,497 | 5 |
| Delia Pompa | Secretary, Board MemBER | 2 | $0 | $190,204 | $22,359 | $212,563 | 2 |
| Monica Lozano | Board Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel R Ortega Jr | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ernest Ortega | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ken Trujillo | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · 2 paid, $597K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 5 | $47,217 | $330,513 | $33,895 | $411,625 | 5 |
| DELIA POMPA | SECRETARY, BOARD MEMBER | 2 | $0 | $165,569 | $19,718 | $185,287 | 2 |
| MONICA LOZANO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL R ORTEGA JR | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KEN TRUJILLO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 6 people listed · 2 paid, $560K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 5 | $43,324 | $303,264 | $33,866 | $380,454 | 5 |
| DELIA POMPA | SECRETARY, BOARD MEMBER | 2 | $0 | $160,057 | $19,796 | $179,853 | 2 |
| MONICA LOZANO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL R ORTEGA JR | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KEN TRUJILLO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · 2 paid, $537K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANET MURGUIA | BOARD MEMBER | 5 | $40,944 | $286,603 | $33,876 | $361,423 | 5 |
| DELIA POMPA | SECRETARY, BOARD MEMBER | 2 | $0 | $156,477 | $18,825 | $175,302 | 2 |
| MONICA LOZANO | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL R ORTEGA JR | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ERNEST ORTEGA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KEN TRUJILLO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2009 · 6 people listed · 2 paid, $555K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Janet Murguia | Board Chair | 5 | $40,716 | $309,417 | $33,621 | $383,754 | 5 |
| Delia Pompa | Secretary, Board Member | 2 | $0 | $152,120 | $19,161 | $171,281 | 2 |
| Monica Lozano | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Daniel R Ortega Jr | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ernest Ortega | Board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| Ken Trujillo | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $287K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $287,337 |
2023 · 1 contractor · $260K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $259,765 |
2022 · 1 contractor · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $221,941 |
2021 · 1 contractor · $208K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $207,512 |
2020 · 1 contractor · $154K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $154,132 |
2019 · 1 contractor · $154K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $153,567 |
2018 · 1 contractor · $163K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $163,274 |
2017 · 1 contractor · $162K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $161,911 |
2016 · 1 contractor · $151K
| Name | Location | Service | Paid |
|---|---|---|---|
| morgan stanley smith barney | washington, DC | investment advisory fees | $151,067 |
2015 · 1 contractor · $175K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $175,452 |
2014 · 1 contractor · $205K
| Name | Location | Service | Paid |
|---|---|---|---|
| Morgan Stanley Smith Barney | WASHINGTON, DC | INVSMT ADVISORY FEES | $204,689 |
2013 · 1 contractor · $207K
| Name | Location | Service | Paid |
|---|---|---|---|
| Morgan Stanley Smith Barney | invsmt advisory fees | $206,905 |
2012 · 1 contractor · $207K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $206,695 |
2011 · 1 contractor · $199K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $198,985 |
2010 · 1 contractor · $209K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | WASHINGTON, DC | INVESTMENT ADVISORY FEES | $208,747 |
2009 · 1 contractor · $213K
| Name | Location | Service | Paid |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Washington, DC | investment advisory fees | $212,883 |
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 · $3.8M
2023 · 2 grants to organizations · $13.0M
2021 · 1 grant to organizations · $1.2M
2018 · 1 grant to organizations · $1.0M
2017 · 1 grant to organizations · $1.1M
2016 · 1 grant to organizations · $1.0M
2015 · 1 grant to organizations · $1.1M
2014 · 1 grant to organizations · $1.1M
2013 · 1 grant to organizations · $1.0M
2012 · 1 grant to organizations · $1.0M
2011 · 1 grant to organizations · $1.0M
2010 · 2 grants to organizations · $2.8M
2009 · 1 grant to organizations · $1.0M
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 | ||||||||
| $2,421,783 | $4,153,034 | $48,186,890 | $9,134,235 | $0 | $0 | $19,602 | 0 | 4 |
| 2023 · Form 990 | ||||||||
| $1,720,083 | $13,345,528 | $47,604,075 | $8,586,252 | $0 | $0 | $15,108 | 0 | 4 |
| 2022 · Form 990 | ||||||||
| $6,163,835 | $267,374 | $51,751,633 | $12,765,712 | $5,000,000 | $0 | $13,792 | 0 | 3 |
| 2021 · Form 990 | ||||||||
| $2,283,094 | $1,507,502 | $41,996,759 | $3,037,136 | $0 | $0 | $16,199 | 0 | 3 |
| 2020 · Form 990 | ||||||||
| $2,982,643 | $237,138 | $44,532,816 | $11,471,695 | $0 | $0 | $26,521 | 0 | 5 |
| 2019 · Form 990 | ||||||||
| $1,889,232 | $184,649 | $40,112,223 | $7,094,201 | $0 | $0 | $19,428 | 0 | 5 |
| 2018 · Form 990 | ||||||||
| $1,553,181 | $1,215,555 | $37,860,994 | $4,877,827 | $0 | $0 | $21,515 | 0 | 5 |
| 2017 · Form 990 | ||||||||
| $1,752,822 | $1,400,499 | $38,564,570 | $5,190,150 | $0 | $0 | $86,109 | 0 | 5 |
| 2016 · Form 990 | ||||||||
| $1,038,301 | $1,340,108 | $37,313,563 | $5,187,138 | $0 | $0 | $89,862 | 0 | 5 |
| 2015 · Form 990 | ||||||||
| $562,747 | $1,439,498 | $35,771,377 | $3,624,540 | $0 | $0 | $109,765 | 0 | 5 |
| 2014 · Form 990 | ||||||||
| $1,969,220 | $1,493,399 | $35,427,548 | $2,757,492 | $0 | $0 | $113,023 | 0 | 7 |
| 2013 · Form 990 | ||||||||
| $1,832,821 | $1,447,697 | $37,077,547 | $5,015,114 | $0 | $0 | $33,669 | 0 | 4 |
| 2012 · Form 990 | ||||||||
| $1,594,005 | $1,438,275 | $36,362,058 | $4,372,905 | $0 | $0 | $51,454 | 0 | 4 |
| 2011 · Form 990 | ||||||||
| $1,301,513 | $1,363,426 | $33,833,205 | $4,012,988 | $0 | $0 | $47,558 | 0 | 4 |
| 2010 · Form 990 | ||||||||
| $2,870,128 | $3,028,287 | $33,363,453 | $2,233,233 | $0 | $0 | $48,048 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $1,923,031 | $1,268,748 | $34,097,394 | $4,386,627 | $0 | $0 | $18,588 | 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.
- UNIDOSUS Washington, DC · 5 people in common (Darcy Eischens, Dr Maria Harper Marinick, Janet Murguia) · related organization (Schedule R)
- RAZA DEVELOPMENT FUND INC Phoenix, AZ · 1 person in common (Janet Murguia) · related organization (Schedule R)
- HISPANIC ASSOCIATION ON CORPORATE RESPONSIBILITY Washington, DC · 1 person in common (Janet Murguia)
- HOGAR HISPANO INC Washington, DC · 1 person in common (Kevin Smith)
- UNIDOSUS ACTION FUND INC Washington, DC · 1 person in common (Janet Murguia)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| UNIVERSITY INVESTMENT COMPANY | UT | T11 | $1,250,000 | $10,255 | Trustee | $0 | Same NTEE code T11, revenue within 2x |
| WATERFALL FOUNDATION INC | GA | T11 | $1,042,635 | $21,965,205 | TRUSTEE | $0 | Same NTEE code T11, revenue within 2x, similar mission |
| JACKSON LEWIS FOUNDATION | NY | T11 | $1,057,938 | $1,346,970 | Vice President | $0 | Same NTEE code T11, revenue within 2x, similar mission |
| FUND FOR CHANGE INC | MD | T11 | $945,371 | $934,479 | TREASURER & PUBLIC DIR. UNTIL 07/24 | $1,170,535 | Same NTEE code T11, revenue within 2x |
| KIPP LYNN FUND INC | MA | T11 | $2,765,383 | $2,677,789 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x |
| TRUST FOR ENDOWMENT FUND OF ENTERPRIZE EVENTS INC | PR | T11 | $1,086,588 | $229,325 | OFFICER | $0 | Same NTEE code T11, revenue within 2x |
| GREER FOUNDATION | OH | T11 | $1,247,867 | $413,137 | ASST SECRETARY | $1,012,706 | Same NTEE code T11, revenue within 2x, similar mission |
| HONOLULU SYMPHONY FOUNDATION INC | HI | T11 | $1,437,950 | $737,221 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC | MA | T11 | $1,235,662 | $0 | CHAIR/DIRECTOR | $0 | Same NTEE code T11, revenue within 2x |
| BALMER FOUNDATION INC | SC | T11 | $1,506,359 | $2,265,212 | Secretary | $0 | Same NTEE code T11, revenue within 2x |
| FRIENDS OF VANCOUVER FOUNDATION | WA | T11 | $3,061,508 | $3,542,360 | President and Director | $516,881 | Same NTEE code T11, revenue within 2x, similar mission |
| WTVI FOUNDATION INC | NC | T11 | $2,127,999 | $2,099,422 | SECRETARY | $549,380 | Same NTEE code T11, revenue within 2x |
| BEECH ACRES FOUNDATION | OH | T11 | $1,031,074 | $1,584,466 | SECRETARY/TREASURER | $228,800 | Same NTEE code T11, revenue within 2x, similar mission |
| GOLDEN VALLEY HEALTH CENTERS FOUNDATION | CA | T11 | $2,506,182 | $629,080 | Director | $529,783 | Same NTEE code T11, revenue within 2x, similar mission |
| DISMAS CHARITIES FOUNDATION INC | KY | T11 | $2,951,679 | $587,189 | PRESIDENT/CEO | $492,587 | Same NTEE code T11, revenue within 2x |
| HALPERN-OPPENHEIMER FAMILY FOUNDATION INC | GA | T11 | $1,472,898 | $1,352,689 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x |
| FEDERATION HOUSING FOUNDATION INC | PA | T11 | $1,488,601 | $312,878 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x |
| SB7 SUPPORT FOUNDATION INC | MD | T11 | $1,019,266 | $1,549,238 | TREASURER | $0 | Same NTEE code T11, revenue within 2x |
| FRIENDS OF SPRINGFIELD PREPARATORY CHARTER SCHOOL INC | MA | T11 | $962,791 | $673,321 | PRESIDENT | $150,999 | Same NTEE code T11, revenue within 2x |
| CHINQUAPIN SCHOOL ENDOWMENT INC | TX | T11 | $3,071,708 | $480,174 | President | $0 | Same NTEE code T11, revenue within 2x |
| GIVING FORWARD INC | TN | T11 | $3,422,869 | $50,000 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x |
| MIAMI RIVER FUND INC | FL | T11 | $1,592,595 | $1,577,350 | EXECUTIVE DI | $119,478 | Same NTEE code T11, revenue within 2x |
| VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC | OK | T11 | $972,718 | $139,274 | TRUSTEE | $210,766 | Same NTEE code T11, revenue within 2x |
| PREVAIL FOUNDATION INC | IN | T11 | $1,420,896 | $207,502 | PRESIDENT | $0 | Same NTEE code T11, 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 · $4,153,034 spent · pay $23,167 · grants $3,812,360 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,812,360 | $3,812,360 | - | - | 91.8% | |
| Fees: investment management | $305,841 | - | $305,841 | - | 7.4% | |
| Pay: officers, directors, trustees, key employees | $19,602 | - | $19,602 | - | 0.5% | |
| Fees: legal | $8,115 | - | $8,115 | - | 0.2% | |
| Other (as described) | OTHER EXPENSES | $2,175 | - | $2,175 | - | 0.1% |
| Other employee benefits | $1,239 | - | $1,239 | - | 0.0% | |
| Payroll taxes | $1,156 | - | $1,156 | - | 0.0% | |
| Other salaries and wages | $652 | - | $652 | - | 0.0% | |
| Occupancy | $584 | - | $584 | - | 0.0% | |
| Fees: accounting | $544 | - | $544 | - | 0.0% | |
| Pension plan contributions | $518 | - | $518 | - | 0.0% | |
| Information technology | $126 | - | $126 | - | 0.0% | |
| Office expenses | $74 | - | $74 | - | 0.0% | |
| Travel | $29 | - | $29 | - | 0.0% | |
| Insurance | $19 | - | $19 | - | 0.0% | |
| Total | $4,153,034 | 100% |
2023 · Form 990 · $13,345,528 spent · pay $17,360 · grants $13,031,285 · events $31
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $13,031,285 | $13,031,285 | - | - | 97.6% | |
| Fees: investment management | $282,340 | - | $282,340 | - | 2.1% | |
| Pay: officers, directors, trustees, key employees | $15,108 | - | $15,108 | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $5,399 | - | $5,399 | - | 0.0% |
| Fees: accounting | $3,806 | - | $3,806 | - | 0.0% | |
| Fees: legal | $3,577 | - | $3,577 | - | 0.0% | |
| Other salaries and wages | $1,064 | - | $1,064 | - | 0.0% | |
| Payroll taxes | $898 | - | $898 | - | 0.0% | |
| Fees: other services | $785 | - | $785 | - | 0.0% | |
| Occupancy | $617 | - | $617 | - | 0.0% | |
| Other employee benefits | $232 | - | $232 | - | 0.0% | |
| Office expenses | $185 | - | $185 | - | 0.0% | |
| Information technology | $124 | - | $124 | - | 0.0% | |
| Pension plan contributions | $58 | - | $58 | - | 0.0% | |
| Conferences, conventions and meetings | $31 | - | $31 | - | 0.0% | |
| Insurance | $19 | - | $19 | - | 0.0% | |
| Total | $13,345,528 | 100% |
2022 · Form 990 · $267,374 spent · pay $17,721 · grants $0 · events $129
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $241,077 | - | $241,077 | - | 90.2% | |
| Pay: officers, directors, trustees, key employees | $13,792 | - | $13,792 | - | 5.2% | |
| Fees: accounting | $3,623 | - | $3,623 | - | 1.4% | |
| All other expenses | $2,089 | - | $2,089 | - | 0.8% | |
| Other employee benefits | $2,066 | - | $2,066 | - | 0.8% | |
| Information technology | $1,189 | - | $1,189 | - | 0.4% | |
| Payroll taxes | $1,066 | - | $1,066 | - | 0.4% | |
| Pension plan contributions | $797 | - | $797 | - | 0.3% | |
| Occupancy | $728 | - | $728 | - | 0.3% | |
| Other (as described) | EQUIPMENT RENTAL AND MA | $588 | - | $588 | - | 0.2% |
| Office expenses | $182 | - | $182 | - | 0.1% | |
| Conferences, conventions and meetings | $129 | - | $129 | - | 0.0% | |
| Insurance | $28 | - | $28 | - | 0.0% | |
| Fees: other services | $20 | - | $20 | - | 0.0% | |
| Total | $267,374 | 100% |
2021 · Form 990 · $1,507,502 spent · pay $20,702 · grants $1,250,000 · events $25
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,250,000 | $1,250,000 | - | - | 82.9% | |
| Fees: investment management | $226,633 | - | $226,633 | - | 15.0% | |
| Pay: officers, directors, trustees, key employees | $16,199 | - | $16,199 | - | 1.1% | |
| All other expenses | $5,223 | - | $5,223 | - | 0.3% | |
| Other employee benefits | $4,156 | - | $4,156 | - | 0.3% | |
| Fees: accounting | $2,258 | - | $2,258 | - | 0.1% | |
| Fees: other services | $1,051 | - | $1,051 | - | 0.1% | |
| Occupancy | $842 | - | $842 | - | 0.1% | |
| Fees: legal | $429 | - | $429 | - | 0.0% | |
| Other salaries and wages | $347 | - | $347 | - | 0.0% | |
| Office expenses | $131 | - | $131 | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTAL AND MA | $88 | - | $88 | - | 0.0% |
| Information technology | $86 | - | $86 | - | 0.0% | |
| Insurance | $34 | - | $34 | - | 0.0% | |
| Conferences, conventions and meetings | $25 | - | $25 | - | 0.0% | |
| Total | $1,507,502 | 100% |
2020 · Form 990 · $237,138 spent · pay $27,486 · grants $0 · events $18
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $194,040 | - | $194,040 | - | 81.8% | |
| Pay: officers, directors, trustees, key employees | $26,521 | - | $26,521 | - | 11.2% | |
| All other expenses | $7,300 | - | $7,300 | - | 3.1% | |
| Fees: legal | $5,539 | - | $5,539 | - | 2.3% | |
| Fees: accounting | $1,575 | - | $1,575 | - | 0.7% | |
| Occupancy | $806 | - | $806 | - | 0.3% | |
| Other salaries and wages | $761 | - | $761 | - | 0.3% | |
| Other employee benefits | $204 | - | $204 | - | 0.1% | |
| Office expenses | $194 | - | $194 | - | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL AND MA | $86 | - | $86 | - | 0.0% |
| Information technology | $65 | - | $65 | - | 0.0% | |
| Insurance | $29 | - | $29 | - | 0.0% | |
| Conferences, conventions and meetings | $18 | - | $18 | - | 0.0% | |
| Total | $237,138 | 100% |
2019 · Form 990 · $184,649 spent · pay $21,400 · grants $0 · events $31
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $149,794 | - | $149,794 | - | 81.1% | |
| Pay: officers, directors, trustees, key employees | $19,428 | - | $19,428 | - | 10.5% | |
| All other expenses | $5,899 | - | $5,899 | - | 3.2% | |
| Fees: accounting | $4,571 | - | $4,571 | - | 2.5% | |
| Other salaries and wages | $1,602 | - | $1,602 | - | 0.9% | |
| Fees: legal | $1,057 | - | $1,057 | - | 0.6% | |
| Occupancy | $925 | - | $925 | - | 0.5% | |
| Insurance | $610 | - | $610 | - | 0.3% | |
| Other employee benefits | $370 | - | $370 | - | 0.2% | |
| Office expenses | $167 | - | $167 | - | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL AND MA | $99 | - | $99 | - | 0.1% |
| Information technology | $75 | - | $75 | - | 0.0% | |
| Conferences, conventions and meetings | $31 | - | $31 | - | 0.0% | |
| Fees: other services | $21 | - | $21 | - | 0.0% | |
| Total | $184,649 | 100% |
2018 · Form 990 · $1,215,555 spent · pay $39,562 · grants $1,000,000 · events $368
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,000,000 | $1,000,000 | - | - | 82.3% | |
| Fees: investment management | $157,138 | - | $157,138 | - | 12.9% | |
| Pay: officers, directors, trustees, key employees | $21,515 | - | $21,515 | - | 1.8% | |
| Other salaries and wages | $14,478 | - | $14,478 | - | 1.2% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $9,954 | - | $9,954 | - | 0.8% |
| Fees: accounting | $4,309 | - | $4,309 | - | 0.4% | |
| Other employee benefits | $3,569 | - | $3,569 | - | 0.3% | |
| Occupancy | $3,181 | - | $3,181 | - | 0.3% | |
| Office expenses | $462 | - | $462 | - | 0.0% | |
| Conferences, conventions and meetings | $368 | - | $368 | - | 0.0% | |
| Fees: other services | $265 | - | $265 | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTAL | $174 | - | $174 | - | 0.0% |
| Insurance | $142 | - | $142 | - | 0.0% | |
| Total | $1,215,555 | 100% |
2017 · Form 990 · $1,400,499 spent · pay $105,484 · grants $1,084,000 · events $867
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,084,000 | $1,084,000 | - | - | 77.4% | |
| Fees: investment management | $164,834 | - | $164,834 | - | 11.8% | |
| Pay: officers, directors, trustees, key employees | $86,109 | - | $86,109 | - | 6.1% | |
| All other expenses | $24,632 | - | $24,632 | - | 1.8% | |
| Other salaries and wages | $15,488 | - | $15,488 | - | 1.1% | |
| Fees: accounting | $8,742 | - | $8,742 | - | 0.6% | |
| Occupancy | $6,602 | - | $6,602 | - | 0.5% | |
| Other employee benefits | $3,887 | - | $3,887 | - | 0.3% | |
| Fees: other services | $3,602 | - | $3,602 | - | 0.3% | |
| Office expenses | $1,097 | - | $1,097 | - | 0.1% | |
| Conferences, conventions and meetings | $867 | - | $867 | - | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL | $360 | - | $360 | - | 0.0% |
| Insurance | $279 | - | $279 | - | 0.0% | |
| Total | $1,400,499 | 100% |
2016 · Form 990 · $1,340,108 spent · pay $129,202 · grants $1,000,000 · events $1,912
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,000,000 | $1,000,000 | - | - | 74.6% | |
| Fees: investment management | $157,883 | - | $157,883 | - | 11.8% | |
| Pay: officers, directors, trustees, key employees | $89,862 | - | $89,862 | - | 6.7% | |
| Other salaries and wages | $31,458 | - | $31,458 | - | 2.3% | |
| All other expenses | $29,761 | - | $29,761 | - | 2.2% | |
| Occupancy | $9,986 | - | $9,986 | - | 0.7% | |
| Fees: accounting | $8,376 | - | $8,376 | - | 0.6% | |
| Other employee benefits | $7,882 | - | $7,882 | - | 0.6% | |
| Conferences, conventions and meetings | $1,912 | - | $1,912 | - | 0.1% | |
| Office expenses | $1,656 | - | $1,656 | - | 0.1% | |
| Fees: other services | $761 | - | $761 | - | 0.1% | |
| Insurance | $354 | - | $354 | - | 0.0% | |
| Other (as described) | equipment rental | $217 | - | $217 | - | 0.0% |
| Total | $1,340,108 | 100% |
2015 · Form 990 · $1,439,498 spent · pay $150,793 · grants $1,050,000 · events $1,326
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,050,000 | $1,050,000 | - | - | 72.9% | |
| Fees: investment management | $149,617 | - | $149,617 | - | 10.4% | |
| Pay: officers, directors, trustees, key employees | $109,765 | - | $109,765 | - | 7.6% | |
| All other expenses | $38,327 | - | $38,327 | - | 2.7% | |
| Other salaries and wages | $33,097 | - | $33,097 | - | 2.3% | |
| Fees: other services | $21,073 | - | $21,073 | - | 1.5% | |
| Fees: accounting | $14,329 | - | $14,329 | - | 1.0% | |
| Occupancy | $10,903 | - | $10,903 | - | 0.8% | |
| Other employee benefits | $7,931 | - | $7,931 | - | 0.6% | |
| Office expenses | $2,218 | - | $2,218 | - | 0.2% | |
| Conferences, conventions and meetings | $1,326 | - | $1,326 | - | 0.1% | |
| Other (as described) | EQUIPMENT RENTAL | $486 | - | $486 | - | 0.0% |
| Insurance | $411 | - | $411 | - | 0.0% | |
| Fees: legal | $15 | - | $15 | - | 0.0% | |
| Total | $1,439,498 | 100% |
2014 · Form 990 · $1,493,399 spent · pay $138,084 · grants $1,072,728 · events -$6,399
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,072,728 | $1,072,728 | - | - | 71.8% | |
| Fees: investment management | $185,899 | - | $185,899 | - | 12.4% | |
| Pay: officers, directors, trustees, key employees | $113,023 | - | $113,023 | - | 7.6% | |
| Fees: other services | $60,699 | - | $60,699 | - | 4.1% | |
| Other salaries and wages | $18,875 | - | $18,875 | - | 1.3% | |
| Other (as described) | MISCELLANEOUS | $17,324 | - | $17,324 | - | 1.2% |
| Fees: accounting | $15,380 | - | $15,380 | - | 1.0% | |
| Fees: legal | $7,054 | - | $7,054 | - | 0.5% | |
| Other employee benefits | $6,186 | - | $6,186 | - | 0.4% | |
| Office expenses | $1,119 | - | $1,119 | - | 0.1% | |
| Information technology | $1,046 | - | $1,046 | - | 0.1% | |
| Insurance | $394 | - | $394 | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTAL | $71 | - | $71 | - | 0.0% |
| Conferences, conventions and meetings | -$6,399 | - | -$6,399 | - | -0.4% | |
| Total | $1,493,399 | 100% |
2013 · Form 990 · $1,447,697 spent · pay $134,033 · grants $1,035,587 · events $8,144
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,035,587 | $1,035,587 | - | - | 71.5% | |
| Fees: investment management | $206,905 | - | $206,905 | - | 14.3% | |
| Other salaries and wages | $75,515 | - | $75,515 | - | 5.2% | |
| Fees: other services | $35,482 | - | $35,482 | - | 2.5% | |
| Pay: officers, directors, trustees, key employees | $33,669 | - | $33,669 | - | 2.3% | |
| Other employee benefits | $24,849 | - | $24,849 | - | 1.7% | |
| Fees: legal | $16,780 | - | $16,780 | - | 1.2% | |
| Fees: accounting | $8,150 | - | $8,150 | - | 0.6% | |
| Conferences, conventions and meetings | $8,144 | - | $8,144 | - | 0.6% | |
| Information technology | $1,100 | - | $1,100 | - | 0.1% | |
| Office expenses | $1,065 | - | $1,065 | - | 0.1% | |
| Insurance | $354 | - | $354 | - | 0.0% | |
| Other (as described) | Equipment maintenance | $97 | $0 | $97 | $0 | 0.0% |
| Total | $1,447,697 | 100% |
2012 · Form 990 · $1,438,275 spent · pay $165,123 · grants $1,011,859 · events $597
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,011,859 | $1,011,859 | - | - | 70.4% | |
| Fees: investment management | $206,695 | - | $206,695 | - | 14.4% | |
| Other salaries and wages | $75,332 | - | $75,332 | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $51,454 | - | $51,454 | - | 3.6% | |
| Fees: other services | $41,843 | - | $41,843 | - | 2.9% | |
| Other employee benefits | $38,337 | - | $38,337 | - | 2.7% | |
| Fees: accounting | $10,650 | - | $10,650 | - | 0.7% | |
| Information technology | $642 | - | $642 | - | 0.0% | |
| Conferences, conventions and meetings | $597 | - | $597 | - | 0.0% | |
| Office expenses | $466 | - | $466 | - | 0.0% | |
| Insurance | $267 | - | $267 | - | 0.0% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $133 | - | $133 | - | 0.0% |
| Total | $1,438,275 | 100% |
2011 · Form 990 · $1,363,426 spent · pay $63,593 · grants $1,011,425 · events $579
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,011,425 | $1,011,425 | - | - | 74.2% | |
| Fees: investment management | $198,985 | - | $198,985 | - | 14.6% | |
| Fees: other services | $85,772 | - | $85,772 | - | 6.3% | |
| Pay: officers, directors, trustees, key employees | $47,558 | - | $47,558 | - | 3.5% | |
| Other employee benefits | $9,780 | - | $9,780 | - | 0.7% | |
| Other salaries and wages | $6,255 | - | $6,255 | - | 0.5% | |
| Fees: accounting | $2,410 | - | $2,410 | - | 0.2% | |
| Conferences, conventions and meetings | $579 | - | $579 | - | 0.0% | |
| Information technology | $303 | - | $303 | - | 0.0% | |
| Office expenses | $154 | - | $154 | - | 0.0% | |
| Insurance | $115 | - | $115 | - | 0.0% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $90 | - | $90 | - | 0.0% |
| Total | $1,363,426 | 100% |
2010 · Form 990 · $3,028,287 spent · pay $48,126 · grants $2,767,015 · events $228
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,767,015 | $2,767,015 | - | - | 91.4% | |
| Fees: investment management | $208,747 | - | $208,747 | - | 6.9% | |
| Pay: officers, directors, trustees, key employees | $48,048 | - | $48,048 | - | 1.6% | |
| Fees: accounting | $2,280 | - | $2,280 | - | 0.1% | |
| Fees: legal | $947 | - | $947 | - | 0.0% | |
| All other expenses | $359 | - | $359 | - | 0.0% | |
| Conferences, conventions and meetings | $228 | - | $228 | - | 0.0% | |
| Information technology | $178 | - | $178 | - | 0.0% | |
| Office expenses | $173 | - | $173 | - | 0.0% | |
| Insurance | $86 | - | $86 | - | 0.0% | |
| Interest | $80 | - | $80 | - | 0.0% | |
| Payroll taxes | $78 | - | $78 | - | 0.0% | |
| Other (as described) | EQUIP AND MAINT | $46 | - | $46 | - | 0.0% |
| Fees: other services | $20 | - | $20 | - | 0.0% | |
| Other (as described) | TAXES AND LICENSES | $2 | - | $2 | - | 0.0% |
| Total | $3,028,287 | 100% |
2009 · Form 990 · $1,268,748 spent · pay $19,769 · grants $1,000,000 · events $928
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,000,000 | $1,000,000 | - | - | 78.8% | |
| Fees: investment management | $212,883 | - | $212,883 | - | 16.8% | |
| Pay: officers, directors, trustees, key employees | $18,588 | - | $18,588 | - | 1.5% | |
| Office expenses | $8,969 | - | $8,969 | - | 0.7% | |
| Fees: legal | $8,358 | - | $8,358 | - | 0.7% | |
| Other (as described) | Miscellaneous | $7,940 | - | $7,940 | - | 0.6% |
| Occupancy | $5,000 | - | $5,000 | - | 0.4% | |
| Fees: accounting | $3,920 | - | $3,920 | - | 0.3% | |
| Payroll taxes | $1,181 | - | $1,181 | - | 0.1% | |
| Conferences, conventions and meetings | $928 | - | $928 | - | 0.1% | |
| Fees: other services | $685 | - | $685 | - | 0.1% | |
| Information technology | $167 | - | $167 | - | 0.0% | |
| Other (as described) | Equip and maint | $79 | - | $79 | - | 0.0% |
| Insurance | $49 | - | $49 | - | 0.0% | |
| Other (as described) | Taxes and licenses | $1 | - | $1 | - | 0.0% |
| Total | $1,268,748 | 100% |
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