MARCO ISLAND ROTARY CLUB FOUNDATION INC

Cite this

Plain text MARCO ISLAND ROTARY CLUB FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/marco-island-rotary-club-foundation-inc-593188471. Retrieved 2026-10-25.

APA furp.org. (n.d.). MARCO ISLAND ROTARY CLUB FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 25, 2026, from https://furp.org/org/marco-island-rotary-club-foundation-inc-593188471

MLA “MARCO ISLAND ROTARY CLUB FOUNDATION INC.” furp.org, tax years 2009–2024, https://furp.org/org/marco-island-rotary-club-foundation-inc-593188471. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $230K · expenses $257K · assets $980K

EIN
59-3188471
Address
PO BOX 353, MARCO ISLAND, FL 34146-0353
NTEE code
B82
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 2016 (when the IRS recognized its exemption)
IRS status
Exempt: reinstated November 15, 2014 after an automatic revocation on November 15, 2014 IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

Mission

Provide college scholarships and make charitable contributions to local charities.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 18 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

18 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Patricia Ettensohn Chairman2015-2024 2 $0 reported 1
George R Abounader Trustee2015-2024 1 $0 reported 2
Tom Menaker Trustee2020-2024 1 $0 reported 2
Gene M D'Onofrio Trustee2022-2024 1 $0 reported 3
Philip Penzo Trustee2015-2024 1 $0 reported 2
James F Richards Trustee2015-2024 1 $0 reported 2
Durell Buzzini Trustee2017-2024 1 $0 reported 2
Patricia Rutledge (former) Trustee2021 1 $0 reported 3
Lynn Minozzi (former) Trustee2017-2020 1 $0 reported 3
Beverly Boltz (former) TRUSTEE2009-2019 1 $0 reported 1
Linda J Sandlin (former) trustee2015-2016 1 $0 reported 3
Rachel DeHanas (former) Trustee2015-2016 1 $0 reported 1
George Schroll (former) DIRECTOR2009 1 $0 reported 2
Kris Helland (former) DIRECTOR2009 1 $0 reported 2
Particia Ettensohn (former) DIRECTOR2009 1 $0 reported 1
Thomas Menaker (former) DIRECTOR2009 1 $0 reported 1
Janusz Subczynki (former) DIRECTOR2009 1 $0 reported 1
Gerald Knauerhase (former) CHAIRMAN2009 5 $0 reported 1

People by year

2024 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Tom Menaker Trustee1 $0$0$0 $02
Gene D'Onofrio Trustee1 $0$0$0 $03
Philip Penzo Trustee1 $0$0$0 $02
James Richards Trustee1 $0$0$0 $02
Durell Buzzini Trustee1 $0$0$0 $02
2023 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Tom Menaker Trustee1 $0$0$0 $02
Gene D'Onofrio Trustee1 $0$0$0 $03
Philip Penzo Trustee1 $0$0$0 $02
James Richards Trustee1 $0$0$0 $02
Durell Buzzini Trustee1 $0$0$0 $02
2022 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Tom Menaker Trustee1 $0$0$0 $02
Gene D'Onofrio Trustee1 $0$0$0 $03
Philip Penzo Trustee1 $0$0$0 $02
James Richards Trustee1 $0$0$0 $02
Durell Buzzini Trustee1 $0$0$0 $02
2021 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Tom Menaker Trustee1 $0$0$0 $02
Patricia Rutledge Trustee1 $0$0$0 $03
Philip Penzo Trustee1 $0$0$0 $02
James Richards Trustee1 $0$0$0 $02
Durell Buzzini Trustee1 $0$0$0 $02
2020 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Tom Menaker Trustee1 $0$0$0 $02
Lynn Minozzi Trustee1 $0$0$0 $03
Philip Penzo Trustee1 $0$0$0 $02
James Richards Trustee1 $0$0$0 $02
Durell Buzzini Trustee1 $0$0$0 $02
2019 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ETTENSOHN CHAIRMAN2 $0$0$0 $01
GEORGE ABOUNADER TRUSTEE1 $0$0$0 $02
BEVERLY BOLTZ TRUSTEE1 $0$0$0 $01
LYNN MINOZZI TRUSTEE1 $0$0$0 $03
PHILIP PENZO TRUSTEE1 $0$0$0 $02
JAMES RICHARDS TRUSTEE1 $0$0$0 $02
DURELL BUZZINI TRUSTEE1 $0$0$0 $02
2018 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ETTENSOHN CHAIRMAN2 $0$0$0 $01
GEORGE ABOUNADER TRUSTEE1 $0$0$0 $02
BEVERLY BOLTZ TRUSTEE1 $0$0$0 $01
LYNN MINOZZI TRUSTEE1 $0$0$0 $03
PHILIP PENZO TRUSTEE1 $0$0$0 $02
JAMES RICHARDS TRUSTEE1 $0$0$0 $02
DURELL BUZZINI TRUSTEE1 $0$0$0 $02
2017 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ETTENSOHN CHAIRMAN2 $0$0$0 $01
GEORGE ABOUNADER TRUSTEE1 $0$0$0 $02
BEVERLY BOLTZ TRUSTEE1 $0$0$0 $01
LYNN MINOZZI TRUSTEE1 $0$0$0 $03
PHILIP PENZO TRUSTEE1 $0$0$0 $02
JAMES RICHARDS TRUSTEE1 $0$0$0 $02
DURELL BUZZINI TRUSTEE1 $0$0$0 $02
2016 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Ettensohn Chairman2 $0$0$0 $01
George Abounader Trustee1 $0$0$0 $02
Beverly Boltz Trustee1 $0$0$0 $01
Rachel DeHanas Trustee1 $0$0$0 $01
Philip Penzo trustee1 $0$0$0 $02
James Richards trustee1 $0$0$0 $02
Linda Sandlin trustee1 $0$0$0 $03
2015 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA ETTENSOHN CHAIRMAN2 $0$0$0 $01
GEORGE ABOUNADER TRUSTEE1 $0$0$0 $02
BEVERLY BOLTZ TRUSTEE1 $0$0$0 $01
RACHEL DEHANAS TRUSTEE1 $0$0$0 $01
PHILIP PENZO TRUSTEE1 $0$0$0 $02
JAMES RICHARDS TRUSTEE1 $0$0$0 $02
LINDA SANDLIN TRUSTEE1 $0$0$0 $03
2009 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GEORGE SCHROLL DIRECTOR1 $0$0$0 $02
PARTICIA ETTENSOHN DIRECTOR1 $0$0$0 $01
THOMAS MENAKER DIRECTOR1 $0$0$0 $01
KRIS HELLAND DIRECTOR1 $0$0$0 $02
JANUSZ SUBCZYNKI DIRECTOR1 $0$0$0 $01
BEVERLY BOLTZ DIRECTOR1 $0$0$0 $01
GERALD KNAUERHASE CHAIRMAN5 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

State business registration

The same business name in the same state, from the state’s official registry data.

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 · 5 grants to organizations · $184K

Listed grants add up to $183,545; the return's “grants paid” expense line says $249,130. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 3 grants to organizations · $44K

Listed grants add up to $43,613; the return's “grants paid” expense line says $119,709. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 3 grants to organizations · $42K

Listed grants add up to $42,300; the return's “grants paid” expense line says $135,214. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 4 grants to organizations · $106K

Listed grants add up to $106,350; the return's “grants paid” expense line says $182,293. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 5 grants to organizations · $63K

Listed grants add up to $62,735; the return's “grants paid” expense line says $143,874. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 2 grants to organizations · $34K

Listed grants add up to $34,500; the return's “grants paid” expense line says $100,062. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 4 grants to organizations · $29K

Listed grants add up to $28,511; the return's “grants paid” expense line says $72,215. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 3 grants to organizations · $25K

Listed grants add up to $25,210; the return's “grants paid” expense line says $63,608. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2009 · 3 grants to organizations · $26K

Listed grants add up to $25,690; the return's “grants paid” expense line says $46,615. 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$230,314$256,918 $979,555$979,555 $12,637$0 $007
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$213,050$126,580 $1,011,645$1,011,645 $17,100$0 $007
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$464,096$153,448 $884,210$884,210 $442,791$0 $007
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$242,085$222,081 $547,626$547,626 $222,813$0 $007
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$80,006$75,353 $614,927$614,927 $62,156$0 $007
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$106,326$180,289 $517,107$517,107 $93,922$0 $007
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$131,459$107,378 $596,835$596,835 $107,285$0 $007
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$106,475$79,297 $566,739$566,739 $18,001$0 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$116,809$71,239 $554,807$554,807 $27,000$0 $000
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$54,740$88,286 $484,500$484,500 $6,405$0 $000
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$63,412$46,615 $514,363$514,363 $54,306$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.

Funders of this organization

5 grantors reported grants to this organization, $295,746 in all, tax years 2010 to 2024. 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
COLLIER COMMUNITY FOUNDATION INC DAF sponsor Exact 2010-2012, 2019-2024 11$200,291 2024$46,939
show
AMERICAN ENDOWMENT FOUNDATION DAF sponsor Exact 2016-2019 4$65,000 2019$28,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2023-2024 2$14,850 2024$9,250
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2021 1$8,085 2021$8,085
show
ROTARY INTERNATIONAL Public charity Exact 2012 1$7,520 2012$7,520
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LITTLE CLUB SCHOLARSHIP FOUNDATION INCFLB82 $256,915$17,577 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
GAMMA XI BOULE FOUNDATION INCFLB82 $203,297$248,788 TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
CENTRAL FLORIDA WOMEN LEAGUE FOUNDATION INCFLB82 $235,839$197,283 EVENTS$0 Same NTEE code B82, revenue within 2x, same state
RYAN WELLS FOUNDATION INCFLB82 $210,691$129,608 President$0 Same NTEE code B82, revenue within 2x, same state
COUNTRY CLUB OF FLORIDA SCHOLARSHIP FOUNDTION INCFLB82 $259,691$78,598 President Treasurer$0 Same NTEE code B82, revenue within 2x, same state
LABELLE KIWANIS FOUNDATION INCFLB82 $263,403$235,465 President$0 Same NTEE code B82, revenue within 2x, same state
LUCY FERNANDEZ FOUNDATION INCFLB82 $199,185$206,277 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
I THINK COMMUNITY FOUNDATION INCFLB82 $246,044$147,340 SECRETARY/TREASURER$1,016,089 Same NTEE code B82, revenue within 2x, same state
BERNARD SANBERG MEMORIAL FOUNDATION INCFLB82 $252,070$83,284 VICE PRESIDE$0 Same NTEE code B82, revenue within 2x, same state
YOUTH DEVELOPMENT FOUNDATION OF PINELLAS COUNTY INCFLB82 $238,933$249,486 EXECUTIVE DIRECTOR/CHAIR$0 Same NTEE code B82, revenue within 2x, same state
TOM P HANEY EDUCATION FOUNDATION INCFLB82 $198,785$4,344 President$0 Same NTEE code B82, revenue within 2x, same state
TALLAHASSEE QUARTERBACK CLUB FOUNDATIONFLB82 $219,054$160,562 PAST CHAIRMA$0 Same NTEE code B82, revenue within 2x, same state
NAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP FUND INCFLB82 $244,478$159,828 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
CHELCO FOUNDATION A FLORIDA CORPORATION NOT-FOR-PROFITFLB82 $212,992$134,416 COMP IS NOT PAID BY THE FO$948,220 Same NTEE code B82, revenue within 2x, same state
ESSIE STROTHER PATTERSON LEGACY FOUNDATIONFLB82 $196,658$194,036 Executive Director$6,600 Same NTEE code B82, revenue within 2x, same state
JOHNNY UNITAS GOLDEN ARM EDUCATIONAL FOUNDATION INCFLB82 $247,175$210,428 EXECUTIVE DIRECTOR$30,000 Same NTEE code B82, revenue within 2x, same state
MENINAK FOUNDATION OF JACKSONVILLEFLB82 $250,907$96,020 CHAIRMAN$0 Same NTEE code B82, revenue within 2x, same state
ACHIEVEMENT FOUNDATION OF FT LAUDERDALE INCFLB82 $217,772$202,713 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ADMIRAL FARRAGUT ACADEMY FOUNDATION INCFLB82 $222,334$126,813 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
PEACE RIVER COOPERATIVE CHARITABLE FOUNDATION INCFLB82 $221,148$192,587 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
RILEY FAMILY EDUCATION FOUNDATION INCFLB82 $247,648$804,950 EXECUTIVE DIRECTORTRUSTEE$146,073 Same NTEE code B82, revenue within 2x, same state
KOHNKEN FAMILY FOUNDATION INCFLB82 $257,316$233,973 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
FLORIDA EDUCATIONAL RISK MANAGEMENT ASSOCIATION INCFLB82 $243,884$199,093 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x, same state
THE ATKINSREALIS FOUNDATION INCFLB82 $266,196$333,194 Board member$0 Same NTEE code B82, revenue within 2x, same state
CHARLES V MCADAM JR CHARITABLE FOUNDATION INCFLB82 $249,627$265,129 President$0 Same NTEE code B82, revenue within 2x, same state

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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$1,282,57058 222017–2024 LAO LIONS CLUB FOUNDATION; TOMORROW RIVER SCHOLARSHIP FOUNDATION INC; NORTH ANDOVER SCHOLARSHIP FOUNDATION INC; OAK PARK COUNTRY CLUB FOUNDATION and 18 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$523,86028 122016–2024 OAK PARK COUNTRY CLUB FOUNDATION; MRCC FOUNDATION INC; FIDALGO ISLAND ROTARY FOUNDATION; LITTLE CLUB SCHOLARSHIP FOUNDATION INC and 8 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$492,64211 52020–2024 ROTARY CLUB OF AIKEN FOUNDATION; ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION; MRCC FOUNDATION INC; WOODLANDS ROTARY CLUB FOUNDATION and 1 more
NATIONAL PHILANTHROPIC TR DAF sponsor$460,10019 72017–2024 OAK PARK COUNTRY CLUB FOUNDATION; DIAS FELLOWSHIP; IMMACULATE HEART ACADEMY FOUNDATION; LITTLE CLUB SCHOLARSHIP FOUNDATION INC and 3 more
FORGOOD INC DAF sponsor$425,8369 32016–2024 MRCC FOUNDATION INC; ROSE & WOMBLE FOUNDATION INC; RYAN WELLS FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$329,34713 62020–2025 ACHIEVEMENT FOUNDATION OF FT LAUDERDALE INC; DO FOR ONE FOUNDATION INC; SPENCER WILSON SCHOLARSHIP FOUNDATION INC; ADMIRAL FARRAGUT ACADEMY FOUNDATION INC and 2 more
SERVANT FOUNDATION DAF sponsor$320,0003 12019–2023 ROEVER FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$268,3307 32012–2024 ROEVER FOUNDATION INC; DO FOR ONE FOUNDATION INC; ADMIRAL FARRAGUT ACADEMY FOUNDATION INC
MARIN COMMUNITY FOUNDATION DAF sponsor$261,00011 22015–2024 AIRPORT ROTARY FOUNDATION; SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$238,9906 32022–2024 ELK GROVE ROTARY FOUNDATION; COMMUNITY CLASSROM PROJECT INC; EASTWICK FOUNDATION INC
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$200,0002 12021–2021 IMMACULATE HEART ACADEMY FOUNDATION
COMMUNITY FOUNDATION OF NORTHERN NEVADA DAF sponsor$167,7691 12019–2019 RENO ROTARY FOUNDATION
MINNEAPOLIS FOUNDATION DAF sponsor$126,0004 22022–2024 SPENCER WILSON SCHOLARSHIP FOUNDATION INC; LITTLE CLUB SCHOLARSHIP FOUNDATION INC
SONOMA COUNTY COMMUNITY FOUNDATION DAF sponsor$112,0003 12017–2021 SONOMA VALLEY ROTARY SERVICE FUND FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$108,44851 122012–2023 GAMMA XI BOULE FOUNDATION INC; KNIGHTS FOUNDATION INC; NORTH ANDOVER SCHOLARSHIP FOUNDATION INC; AIRPORT ROTARY FOUNDATION and 8 more

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 · $256,918 spent · pay $0 · grants $249,130 · events $34,603
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $209,130$209,130-- 81.4%
Grants to US individuals $40,000$40,000-- 15.6%
Fees: investment management $5,787-$5,787- 2.3%
Fees: accounting $1,940-$1,940- 0.8%
Other (as described)Taxes and Licenses $61-$61- 0.0%
Fundraising events Eventdirect expenses; gross income $149,733$34,603reported apart
Total$256,918100%

View the filing

2023 · Form 990 · $126,580 spent · pay $0 · grants $119,709 · events $24,615
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $71,209$71,209-- 56.3%
Grants to US individuals $48,500$48,500-- 38.3%
Fees: investment management $4,542-$4,542- 3.6%
Fees: accounting $1,880-$1,880- 1.5%
Other (as described)Taxes and Licenses $336-$336- 0.3%
Other (as described)Bank Fees $113-$113- 0.1%
Fundraising events Eventdirect expenses; gross income $192,125$24,615reported apart
Total$126,580100%

View the filing

2022 · Form 990 · $153,448 spent · pay $0 · grants $135,214 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $81,964$81,964-- 53.4%
Grants to US individuals $53,250$53,250-- 34.7%
Other (as described)Winespire $11,700-$11,700- 7.6%
Fees: investment management $4,389-$4,389- 2.9%
Fees: accounting $1,760-$1,760- 1.1%
Other (as described)Taxes and Licenses $186-$186- 0.1%
Office expenses $164-$164- 0.1%
Other (as described)Bank Fees $35-$35- 0.0%
Total$153,448100%

View the filing

2021 · Form 990 · $222,081 spent · pay $0 · grants $182,293 · events $29,876
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $130,793$130,793-- 58.9%
Grants to US individuals $51,500$51,500-- 23.2%
Other (as described) EventFlag for Heroes Event $24,876--$24,876 11.2%
Conferences, conventions and meetings $5,000-$5,000- 2.3%
Fees: investment management $4,947-$4,947- 2.2%
Office expenses $1,854-$1,854- 0.8%
Fees: accounting $1,470-$1,470- 0.7%
Payments to affiliates $1,000-$1,000- 0.5%
Advertising and promotion $275-$275- 0.1%
Other (as described)Taxes and Licenses $186-$186- 0.1%
Other (as described)Bank Fees $180-$180- 0.1%
Total$222,081100%

View the filing

2020 · Form 990 · $75,353 spent · pay $0 · grants $60,274 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $39,000$39,000-- 51.8%
Grants to US organizations and governments $21,274$21,274-- 28.2%
Office expenses $7,543-$7,543- 10.0%
Fees: management $4,566-$4,566- 6.1%
Fees: accounting $2,490-$2,490- 3.3%
Advertising and promotion $294-$294- 0.4%
Other (as described)Taxes and Licenses $136-$136- 0.2%
Other (as described)Bank Fees $50-$50- 0.1%
Total$75,353100%

View the filing

2019 · Form 990 · $180,289 spent · pay $0 · grants $143,874 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $91,900$91,900-- 51.0%
Grants to US individuals $51,974$51,974-- 28.8%
Fees: investment management $34,739-$34,739- 19.3%
Fees: accounting $1,475-$1,475- 0.8%
Other (as described)LOCAL TAXES $136-$136- 0.1%
Other (as described)BANK FEES $65-$65- 0.0%
Total$180,289100%

View the filing

2018 · Form 990 · $107,378 spent · pay $0 · grants $100,062 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $71,562$71,562-- 66.6%
Grants to US individuals $28,500$28,500-- 26.5%
Fees: investment management $4,805-$4,805- 4.5%
Office expenses $1,175-$1,175- 1.1%
Fees: accounting $1,150-$1,150- 1.1%
Other (as described)LOCAL TAXES $186-$186- 0.2%
Total$107,378100%

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2017 · Form 990 · $79,297 spent · pay $0 · grants $72,215 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $52,411$52,411-- 66.1%
Grants to US individuals $19,804$19,804-- 25.0%
Fees: investment management $4,907--$4,907 6.2%
Office expenses $1,089-$1,089- 1.4%
Fees: accounting $950--$950 1.2%
Other (as described)LOCAL TAXES $136-$136- 0.2%
Fundraising events Eventdirect expenses; gross income $47,376$0reported apart
Total$79,297100%

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2016 · Form 990 · $71,239 spent · pay $0 · grants $63,608 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $43,608$43,608-- 61.2%
Grants to US individuals $20,000$20,000-- 28.1%
Fees: investment management $6,585-$6,585- 9.2%
Fees: accounting $910-$910- 1.3%
Other (as described)Local taxes $136-$136- 0.2%
Fundraising events Eventdirect expenses; gross income $54,059$0reported apart
Total$71,239100%

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2015 · Form 990 · $88,286 spent · pay $0 · grants $75,270 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $37,850$37,850-- 42.9%
Grants to US organizations and governments $37,420$37,420-- 42.4%
Fees: accounting $6,320-$6,320- 7.2%
Fees: investment management $5,229-$5,229- 5.9%
Office expenses $1,296-$1,296- 1.5%
Other (as described)LOCAL TAXES $171-$171- 0.2%
Fundraising events Eventdirect expenses; gross income $41,150$0reported apart
Total$88,286100%

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2009 · Form 990 · $46,615 spent · pay $0 · grants $46,615 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $32,115$32,115-- 68.9%
Grants to US individuals $14,500$14,500-- 31.1%
Total$46,615100%

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