ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC

Cite this

Plain text ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2012–2025. https://furp.org/org/rotary-club-of-ojai-educational-foundation-inc-770299081. Retrieved 2026-10-23.

APA furp.org. (n.d.). ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC [Nonprofit organization profile; tax years 2012–2025]. Retrieved October 23, 2026, from https://furp.org/org/rotary-club-of-ojai-educational-foundation-inc-770299081

MLA “ROTARY CLUB OF OJAI EDUCATIONAL FOUNDATION INC.” furp.org, tax years 2012–2025, https://furp.org/org/rotary-club-of-ojai-educational-foundation-inc-770299081. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2012–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $524K · expenses $297K · assets $6.8M

Also known as: FOUNDATION INC
EIN: 77-0299081
Address: PO BOX 1036, OJAI, CA 93024-1036
Website: WWW.OJAIROTARY.ORG
NTEE code: Z99Z
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: September 1996 (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 provide scholarships for worthy students and to provide educational grants for charitable organizations with financial needs.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 52 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

52 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
Bret Bradigan	Director	2019-2025	2	$0 reported	5
Haady Lashkari	Vice Chair	2019-2025	3	$0 reported	3
John Jacobs	Director	2020-2025	2	$0 reported	2
Christine Fenn	Secretary	2023-2025	3	$0 reported	2
Barry Verga	Director	2023-2025	2	$0 reported	1
Jeff Loebl	Chairperson	2014-2025	3	$0 reported	2
Terry Beckett	Treasurer	2022-2025	5	$0 reported	2
Christine Golden	Director	2019-2025	2	$0 reported	1
Sue Gilbreth	Director	2025	2	$0 reported	2
Clinton Haugan	Director	2025	2	$0 reported	2
Betsy Watson	Director	2015-2025	2	$0 reported	2
Leah Hecker	Director	2025	2	$0 reported	1
Kelley Rasmussen	Director	2025	2	$0 reported	1
David Watson (former)	Director	2012-2024	2	$0 reported	2
Wendy Barker (former)	Director	2023	2	$0 reported	2
Larry Beckett (former)	Director	2021-2023	2	$0 reported	2
Carl Gross (former)	Director	2021-2022	2	$0 reported	2
Martin Babayco (former)	Director	2017-2022	2	$0 reported	1
Janet Mahon (former)	Director	2022	2	$0 reported	1
Candice Alexander (former)	Director	2022	2	$0 reported	1
Randall Roth (former)	Secretary	2017-2022	2	$0 reported	1
Sean McDermott (former)	Director	2022	2	$0 reported	2
Michael Weaver (former)	Chairman	2017-2022	2	$0 reported	2
William Weirick (former)	Director	2020-2022	2	$0 reported	1
Don Reed (former)	Treasurer	2012-2021	2	$0 reported	5
Cindy Frings (former)	Director	2021	2	$0 reported	2
Janet Campbell (former)	Director	2017-2021	2	$0 reported	1
Terry Twichell (former)	Director	2012-2021	2	$0 reported	1
Susan Gilbreth (former)	Director	2021	2	$0 reported	1
William Prather (former)	Director	2016-2020	2	$0 reported	2
Suzanne Scar (former)	Director	2016-2020	2	$0 reported	2
Michael Scar (former)	Director	2019	2	$0 reported	2
Dave Watson (former)	Director	2018-2019	2	$0 reported	2
Bill Gilbreth (former)	Director	2014-2019	2	$0 reported	2
Nancy O'Sullivan (former)	Director	2019	2	$0 reported	2
John Russell (former)	Director	2016-2018	2	$0 reported	3
Tony Thacher (former)	Director	2012-2018	2	$0 reported	3
Cheree Edwards (former)	Director	2018	2	$0 reported	4
Nathan Kaehler (former)	Director	2016-2018	2	$0 reported	2
Deirdre Daly (former)	Director	2012-2017	2	$0 reported	4
Michael Malone (former)	Director	2016	2	$0 reported	2
Colin Jones (former)	Director	2015-2016	2	$0 reported	2
Bill Hatch (former)	Director	2012-2016	2	$0 reported	2
Betsy Smith (former)	Secretary	2012-2016	2	$0 reported	1
Marty Babayco (former)	President	2012-2015	2	$0 reported	2
Dietrich Schmidt (former)	Director	2012-2015	2	$0 reported	1
Fred Fauvre (former)	Director	2012-2015	2	$0 reported	1
Peter Haggerty (former)	Treasurer	2012-2015	2	$0 reported	2
Richard Weirick (former)	Treasurer	2012-2014	2	$0 reported	1
Dave Brubaker (former)	Director	2012-2013	2	$0 reported	2
Jane McCarthy (former)	Director	2012-2013	2	$0 reported	2
Bruce Brockman (former)	Director	2012-2013	2	$0 reported	1

People by year

2025 · 13 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Betsy Watson	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chair	3	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Christine Fenn	Secretary	3	$0	$0	$0	$0	2
Barry Verga	Director	2	$0	$0	$0	$0	1
Jeff Loebl	Chairperson	3	$0	$0	$0	$0	2
Terry Beckett	Treasurer	5	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Sue Gilbreth	Director	2	$0	$0	$0	$0	2
Clinton Haugan	Director	2	$0	$0	$0	$0	2
Leah Hecker	Director	2	$0	$0	$0	$0	1
Kelley Rasmussen	Director	2	$0	$0	$0	$0	1

2024 · 9 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
David Watson	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chair	3	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Christine Fenn	Secretary	3	$0	$0	$0	$0	2
Barry Verga	Director	2	$0	$0	$0	$0	1
Jeff Loebl	Chairperson	3	$0	$0	$0	$0	2
Terry Beckett	Treasurer	5	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1

2023 · 12 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Larry Beckett	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chair	2	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Christine Fenn	Secretary	2	$0	$0	$0	$0	2
Barry Verga	Director	2	$0	$0	$0	$0	1
Wendy Barker	Director	2	$0	$0	$0	$0	2
Terry Beckett	Treasurer	5	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Betsy Watson	Director	2	$0	$0	$0	$0	2
Jeff Loebl	Chairperson	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2

2022 · 16 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Larry Beckett	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chairman	2	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Mahon	Director	2	$0	$0	$0	$0	1
Candice Alexander	Director	2	$0	$0	$0	$0	1
Terry Beckett	Treasurer	2	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Randall Roth	Secretary	2	$0	$0	$0	$0	1
Jeff Loebl	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Sean McDermott	Director	2	$0	$0	$0	$0	2
Michael Weaver	Chairman	2	$0	$0	$0	$0	2
William Weirick	Director	2	$0	$0	$0	$0	1
Carl Gross	Director	2	$0	$0	$0	$0	2

2021 · 17 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Larry Beckett	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chairman	2	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Campbell	Director	2	$0	$0	$0	$0	1
Don Reed	Treasurer	2	$0	$0	$0	$0	5
Cindy Frings	Director	2	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Randall Roth	Secretary	2	$0	$0	$0	$0	1
Betsy Watson	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
Michael Weaver	Chairman	2	$0	$0	$0	$0	2
William Weirick	Director	2	$0	$0	$0	$0	1
Susan Gilbreth	Director	2	$0	$0	$0	$0	1
Carl Gross	Director	2	$0	$0	$0	$0	2

2020 · 15 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
William Prather	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Vice Chairman	2	$0	$0	$0	$0	3
John Jacobs	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Campbell	Director	2	$0	$0	$0	$0	1
Don Reed	Treasurer	2	$0	$0	$0	$0	5
Suzanne Scar	Director	2	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Randall Roth	Secretary	2	$0	$0	$0	$0	1
Betsy Watson	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
Michael Weaver	Chairman	2	$0	$0	$0	$0	2
William Weirick	Director	2	$0	$0	$0	$0	1

2019 · 14 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
William Prather	Director	2	$0	$0	$0	$0	2
Bret Bradigan	Director	2	$0	$0	$0	$0	5
Haady Lashkari	Director	2	$0	$0	$0	$0	3
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Campbell	Vicechairman	2	$0	$0	$0	$0	1
Don Reed	Chairman	2	$0	$0	$0	$0	5
Michael Scar	Director	2	$0	$0	$0	$0	2
Christine Golden	Director	2	$0	$0	$0	$0	1
Randall Roth	Secretary	2	$0	$0	$0	$0	1
Nancy O'Sullivan	Director	2	$0	$0	$0	$0	2
Dave Watson	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
Michael Weaver	Treasurer	2	$0	$0	$0	$0	2

2018 · 14 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
William Prather	Director	2	$0	$0	$0	$0	2
Nathan Kaehler	Director	2	$0	$0	$0	$0	2
Tony Thacher	Director	2	$0	$0	$0	$0	3
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Campbell	Director	2	$0	$0	$0	$0	1
Don Reed	Chairperson	2	$0	$0	$0	$0	5
Suzanne Scar	Director	2	$0	$0	$0	$0	2
Cheree Edwards	Director	2	$0	$0	$0	$0	4
Randall Roth	Secretary	2	$0	$0	$0	$0	1
Jeff Loebl	Vice Chairman	2	$0	$0	$0	$0	2
Dave Watson	Director	2	$0	$0	$0	$0	2
John Russell	Director	2	$0	$0	$0	$0	3
Michael Weaver	Treasurer	2	$0	$0	$0	$0	2

2017 · 15 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
William Prather	Director	2	$0	$0	$0	$0	2
Nathan Kaehler	Director	2	$0	$0	$0	$0	2
Tony Thacher	Director	2	$0	$0	$0	$0	3
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
Martin Babayco	Director	2	$0	$0	$0	$0	1
Janet Campbell	Director	2	$0	$0	$0	$0	1
Don Reed	Chairperson	2	$0	$0	$0	$0	5
Suzanne Scar	Director	2	$0	$0	$0	$0	2
Deirdre Daly	Director	2	$0	$0	$0	$0	4
Randall Roth	Director	2	$0	$0	$0	$0	1
Jeff Loebl	Vice Chairman	2	$0	$0	$0	$0	2
Betsy Watson	Secretary	2	$0	$0	$0	$0	2
John Russell	Director	2	$0	$0	$0	$0	3
Michael Weaver	Treasurer	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1

2016 · 15 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
William Prather	Director	2	$0	$0	$0	$0	2
Nathan Kaehler	Director	2	$0	$0	$0	$0	2
Tony Thacher	Director	2	$0	$0	$0	$0	3
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
Bill Hatch	Director	2	$0	$0	$0	$0	2
Suzanne Scar	Director	2	$0	$0	$0	$0	2
Jeff Loebl	Director	2	$0	$0	$0	$0	2
Colin Jones	Director	2	$0	$0	$0	$0	2
John Russell	Director	2	$0	$0	$0	$0	3
Michael Malone	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
David Watson	Treasurer	2	$0	$0	$0	$0	2
Don Reed	Chairperson	2	$0	$0	$0	$0	5
Deirdre Daly	Vice Chairprsn	2	$0	$0	$0	$0	4
Betsy Smith	Secretary	2	$0	$0	$0	$0	1

2015 · 14 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Tony Thacher	Director	2	$0	$0	$0	$0	3
Dietrich Schmidt	Director	2	$0	$0	$0	$0	1
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Bill Hatch	Director	2	$0	$0	$0	$0	2
Fred Fauvre	Director	2	$0	$0	$0	$0	1
Deirdre Daly	Director	2	$0	$0	$0	$0	4
Jeff Loebl	Director	2	$0	$0	$0	$0	2
Colin Jones	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
Peter Haggerty	Treasurer	2	$0	$0	$0	$0	2
Don Reed	Vice President	2	$0	$0	$0	$0	5
Betsy Watson	Secretary	2	$0	$0	$0	$0	2
Marty Babayco	President	2	$0	$0	$0	$0	2

2014 · 14 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Tony Thacher	Director	2	$0	$0	$0	$0	3
Dietrich Schmidt	Director	2	$0	$0	$0	$0	1
Bill Gilbreth	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Bill Hatch	Director	2	$0	$0	$0	$0	2
Fred Fauvre	Director	2	$0	$0	$0	$0	1
Deirdre Daly	Director	2	$0	$0	$0	$0	4
Jeff Loebl	Director	2	$0	$0	$0	$0	2
Terry Twichell	Director	2	$0	$0	$0	$0	1
Peter Haggerty	Asst Treasurer	2	$0	$0	$0	$0	2
Don Reed	Vice President	2	$0	$0	$0	$0	5
Betsy Smith	Secretary	2	$0	$0	$0	$0	1
Marty Babayco	President	2	$0	$0	$0	$0	2
Richard Weirick	Treasurer	2	$0	$0	$0	$0	1

2013 · 15 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Tony Thacher	Director	2	$0	$0	$0	$0	3
Dietrich Schmidt	Director	2	$0	$0	$0	$0	1
Jane McCarthy	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Bill Hatch	Director	2	$0	$0	$0	$0	2
Fred Fauvre	Director	2	$0	$0	$0	$0	1
Deirdre Daly	Director	2	$0	$0	$0	$0	4
Dave Brubaker	Director	2	$0	$0	$0	$0	2
Bruce Brockman	Director	2	$0	$0	$0	$0	1
Terry Twichell	Director	2	$0	$0	$0	$0	1
Peter Haggerty	Asst Treasurer	2	$0	$0	$0	$0	2
Don Reed	Vice President	2	$0	$0	$0	$0	5
Betsy Smith	Secretary	2	$0	$0	$0	$0	1
Marty Babayco	President	2	$0	$0	$0	$0	2
Richard Weirick	Treasurer	2	$0	$0	$0	$0	1

2012 · 15 people listed · none paid · 0 employees

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Terry Twichell	Director	2	$0	$0	$0	$0	1
Bruce Brockman	Director	2	$0	$0	$0	$0	1
Dave Brubaker	Director	2	$0	$0	$0	$0	2
Deirdre Daly	Director	2	$0	$0	$0	$0	4
Fred Fauvre	Director	2	$0	$0	$0	$0	1
Don Reed	Director	2	$0	$0	$0	$0	5
Bill Hatch	Director	2	$0	$0	$0	$0	2
David Watson	Director	2	$0	$0	$0	$0	2
Dietrich Schmidt	Director	2	$0	$0	$0	$0	1
Tony Thacher	Director	2	$0	$0	$0	$0	3
Richard Weirick	Treasurer	2	$0	$0	$0	$0	1
Marty Babayco	President	2	$0	$0	$0	$0	2
Betsy Smith	Secretary	2	$0	$0	$0	$0	1
Jane McCarthy	Director	2	$0	$0	$0	$0	2
Peter Haggerty	Asst Treasurer	2	$0	$0	$0	$0	2

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $72K

Listed grants add up to $72,300; the return's “grants paid” expense line says $239,392. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2025 · CSV

2024 · 3 grants to organizations · $46K

Listed grants add up to $45,780; the return's “grants paid” expense line says $189,580. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 2 grants to organizations · $94K

Listed grants add up to $93,882; the return's “grants paid” expense line says $235,882. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 1 grant to organizations · $71K

Listed grants add up to $71,000; the return's “grants paid” expense line says $218,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 1 grant to organizations · $33K

Listed grants add up to $32,750; the return's “grants paid” expense line says $169,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2021 · CSV

2020 · 1 grant to organizations · $14K

Listed grants add up to $13,561; the return's “grants paid” expense line says $118,182. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 1 grant to organizations · $135K

Listed grants add up to $134,719; the return's “grants paid” expense line says $248,719. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 1 grant to organizations · $55K

Listed grants add up to $54,555; the return's “grants paid” expense line says $173,555. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 1 grant to organizations · $92K

Listed grants add up to $92,478; the return's “grants paid” expense line says $195,629. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

2016 · 1 grant to organizations · $38K

Listed grants add up to $38,500; the return's “grants paid” expense line says $101,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2016 · CSV

2015 · 2 grants to organizations · $28K

Listed grants add up to $28,038; the return's “grants paid” expense line says $126,766. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2015 · CSV

2014 · 2 grants to organizations · $21K

Listed grants add up to $21,250; the return's “grants paid” expense line says $100,398. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2014 · CSV

2012 · 3 grants to organizations · $16K

Listed grants add up to $16,145; the return's “grants paid” expense line says $113,057. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2012 · CSV

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
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$524,446	$297,454	$6,802,287	$6,802,287	$9,808	$0	$0	0	-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$483,829	$254,069	$5,933,880	$5,933,880	$17,259	$0	$0	0	-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$460,586	$289,476	$5,527,578	$5,527,578	$375,424	$0	$0	0	-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$366,337	$281,274	$4,754,781	$4,754,781	$90,215	$0	$0	0	-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$284,584	$241,465	$5,784,844	$5,784,844	$51,670	$0	$0	0	-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$313,682	$171,792	$5,328,057	$5,328,057	$218,652	$0	$0	0	-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$628,685	$306,503	$4,719,054	$4,719,054	$443,864	$0	$0	0	-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$257,023	$288,649	$3,908,049	$3,908,049	$83,826	$0	$0	0	-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$335,040	$310,923	$4,396,610	$4,396,610	$175,273	$0	$0	0	-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$2,207,382	$194,023	$4,229,997	$4,229,997	$2,113,552	$0	$0	0	-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$139,740	$157,683	$2,194,621	$2,194,621	$48,146	$0	$0	0	-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$146,399	$127,636	$2,254,893	$2,254,893	$53,636	$0	$0	0	-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$389,911	$130,329	$2,168,617	$2,168,617	$178,000	$0	$0	0	-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$182,196	$141,849	$1,813,784	$1,813,784	$96,475	$0	$0	0	-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

ROTARY INTERNATIONAL Ojai, CA · 7 people in common (Betsy Watson, Bret Bradigan, Christine Fenn)
OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION Ojai, CA · 2 people in common (Haady Lashkari, Jeff Loebl)
COMMUNITY MEMORIAL HEALTH SYSTEM Ventura, CA · 1 person in common (Haady Lashkari)
THE OJAI VALLEY LAND CONSERVANCY Ojai, CA · 1 person in common (Bret Bradigan)
OJAI FESTIVALS LTD Ojai, CA · 1 person in common (Bret Bradigan)
OJAI VALLEY HISTORICAL SOCIETY AND MUSEUM Ojai, CA · 1 person in common (Bret Bradigan)

Funders of this organization

3 grantors reported grants to this organization, $206,647 in all, tax years 2009 to 2017. 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
VENTURA COUNTY COMMUNITY FOUNDATION	DAF sponsor	Exact	2009-2013	8	$155,647	2013	$27,411	show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	Exact	2017	1	$50,000	2017	$50,000	show
SHELL USA COMPANY FOUNDATION	Private foundation	Fuzzy filed as “Rotary Club of Ojai Educational Foundation Inc”	2014	1	$1,000	2014	$1,000	show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
EDUCATIONAL RESOURCES OF MONTEREY COUNTY	CA	Z99	$649,266	$595,423	Director	$2,433	Same NTEE code Z99, revenue within 2x, same state
SAN RAMON VALLEY EDUCATION FOUNDATION	CA	Z99	$347,122	$325,075	Treasurer	$0	Same NTEE code Z99, revenue within 2x, same state
DRG FOUNDATION	CA	Z99	$725,140	$383,432	Board Chairman	$0	Same NTEE code Z99, revenue within 2x, same state
ANDRES Y MARIA CARDENAS FAMILY FOUNDATION	CA	Z99	$689,083	$601,229	Director	$100,206	Same NTEE code Z99, revenue within 2x, same state, similar mission
FOUR WINDS OF INDIAN EDUCATION	CA	Z99	$445,809	$465,395	Executive Dir.	$57,305	Same NTEE code Z99, revenue within 2x, same state
FORWARD FRESNO FOUNDATION INC	CA	Z99	$363,329	$173,836	Director	$0	Same NTEE code Z99, revenue within 2x, same state
ROTARY CLUB OF PACIFICA ENDOWMENT	CA	Z99	$503,434	$4,146	PRESIDENT	$0	Same NTEE code Z99, revenue within 2x, same state
ASSOCIATION OF AMERICAN EDUCATORS FOUNDATION	CA	Z99	$575,000	$305,730	Executive Director	$272,302	Same NTEE code Z99, revenue within 2x, same state
CLASSROOM OF THE FUTURE FOUNDATION	CA	Z99	$681,840	$590,220	Executive Dir.	$79,878	Same NTEE code Z99, revenue within 2x, same state
STOREYDREAMS FOUNDATION INC	CA	Z99	$620,283	$364,148	PRESIDENT	$207,401	Same NTEE code Z99, revenue within 2x, same state
CHRISTYS FOUNDATION	CA	Z99	$620,517	$619,582	Founder CEO	$0	Same NTEE code Z99, revenue within 2x, same state
CHRISTIAN LIGHT & SALT FOUNDATION INC	CA	Z99	$612,521	$541,645	CEO	$69,393	Same NTEE code Z99, revenue within 2x, same state
REACHING NEW HEIGHTS FOUNDATION INC	CA	Z99	$388,337	$531,538	CEO	$0	Same NTEE code Z99, revenue within 2x, same state
SAN DIEGO COUNTY DENTAL FOUNDATION	CA	Z99	$361,587	$297,625	EXECUTIVE DIRECTOR	$82,500	Same NTEE code Z99, revenue within 2x, same state
TREES FOUNDATION	CA	Z99	$488,822	$437,693	President	$0	Same NTEE code Z99, revenue within 2x, same state
PRESTON CASTLE FOUNDATION	CA	Z99	$454,255	$367,314	DIRECTOR	$0	Same NTEE code Z99, revenue within 2x, same state
NORTHROP GRUMMAN MANAGEMENT CLUB	CA	Z99	$519,874	$615,609	President	$0	Same NTEE code Z99, revenue within 2x, same state
DOWNEY PUBLIC SAFETY EMPLOYEES MEMORIAL FOUNDATION	CA	Z99	$394,638	$77,983	Trustee	$0	Same NTEE code Z99, revenue within 2x, same state
INTERNATIONAL ACTION MINISTRIES INC	CA	Z99	$387,554	$423,631	PRESIDENT	$0	Same NTEE code Z99, revenue within 2x, same state
SANTA YNEZ VALLEY FOUNDATION	CA	Z99	$376,130	$548,508	Treasurer	$0	Same NTEE code Z99, revenue within 2x, same state
THE SHERIFFS RELIEF FOUNDATION	CA	Z99	$380,560	$438,724	GENERAL MANAGER	$237,040	Same NTEE code Z99, revenue within 2x, same state
GATEWAYS TO BETTER EDUCATION	CA	Z99	$743,911	$707,278	PRESIDENT	$148,740	Same NTEE code Z99, revenue within 2x, same state
THERAPEUTIC RIDING CENTER OF HUNTINGTON BEACH INC	CA	Z99	$624,321	$517,507	President	$12,193	Same NTEE code Z99, revenue within 2x, same state
THE LONG BEACH SAILING FOUNDATION	CA	Z99	$443,935	$289,849	Chairman	$0	Same NTEE code Z99, revenue within 2x, same state
SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL INC	CA	Z99	$793,394	$757,373	DIRECTOR	$0	Same NTEE code Z99, 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).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$2,708,042	62	20	2014–2024	CENTRAL SIERRA HISTORICAL SOCIETY & MUSEUM; WILDLIFE RESCUE CENTER OF NAPA COUNTY; SEEDS OF LEARNING; SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL and 16 more
THE CALIFORNIA ENDOWMENT	Private foundation	$2,546,867	40	9	2009–2024	SACRAMENTO HOUSING ALLIANCE; WORKS IN NEW DIRECTIONS INC; INDIAN DISPUTE RESOLUTION SERVICES INC; BAY AREA ORGANIZING COMMITTEE and 5 more
SAN FRANCISCO FOUNDATION	DAF sponsor	$1,491,109	38	8	2010–2024	SAN FRANCISCO INTERFAITH COUNCIL; BAY AREA ORGANIZING COMMITTEE; THE CHARLOTTE MAXWELL CLINIC; SACRAMENTO HOUSING ALLIANCE and 4 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one	DAF sponsor	$1,486,652	50	28	2016–2024	EDUCATING YOUNG MINDS; WORLDWIDE ENDOMARCH INC; CENTRAL SIERRA HISTORICAL SOCIETY & MUSEUM; SONOMA VALLEY VINTNERS AND GROWERS FOUNDATION and 24 more
WALTON FAMILY FOUNDATION INC	Private foundation	$1,462,500	6	1	2021–2024	ASSOCIATION OF AMERICAN EDUCATORS FOUNDATION
THE SAN DIEGO FOUNDATION	DAF sponsor	$1,221,700	13	2	2016–2024	CLASSROOM OF THE FUTURE FOUNDATION; DORIS A HOWELL FOUNDATION FOR WOMENS HEALTH RESEARCH INC
WOOD-CLAEYSSENS FOUNDATION	Private foundation	$1,025,000	11	1	2014–2024	SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
CALIFORNIA COMMUNITY FOUNDATION	DAF sponsor	$887,997	24	6	2009–2024	EDUCATING YOUNG MINDS; INQUILINOS UNIDOS; THE SHERIFFS RELIEF FOUNDATION; ANDRES Y MARIA CARDENAS FAMILY FOUNDATION and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC	DAF sponsor	$820,440	34	13	2019–2024	COMPASSPOINT MENTORSHIP; SAN RAMON VALLEY EDUCATION FOUNDATION; JAMES LOGAN HIGH SCHOOL BAND BOOSTERS INC; TRACY INTERFAITH MINISTRIES and 9 more
FORGOOD INC	DAF sponsor	$768,158	40	9	2010–2024	CENTRAL SIERRA ENVIRONMENTAL RESOURCE CENTER; THE CHARLOTTE MAXWELL CLINIC; INQUILINOS UNIDOS; TRACY INTERFAITH MINISTRIES and 5 more
CONRAD N HILTON FOUNDATION	Private foundation	$670,000	2	1	2022–2024	WORKS IN NEW DIRECTIONS INC
LIBERTY HILL FOUNDATION	DAF sponsor	$542,857	12	1	2016–2023	INQUILINOS UNIDOS
CRANKSTART FOUNDATION	Private foundation	$500,000	6	1	2020–2024	SAN FRANCISCO INTERFAITH COUNCIL
SANTA BARBARA FOUNDATION	DAF sponsor	$469,250	10	2	2014–2022	SANTA YNEZ VALLEY FOUNDATION; SANTA YNEZ VALLEY SENIOR ADVISORY COUNCIL
SARAH SCAIFE FOUNDATION INC	Private foundation	$425,000	3	1	2021–2023	ASSOCIATION OF AMERICAN EDUCATORS FOUNDATION

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.

2025 · Form 990 · $297,454 spent · pay $0 · grants $239,392 · events $14,336

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$157,400	$157,400	-	-	52.9%
Grants to US organizations and governments		$81,992	$81,992	-	-	27.6%
Fees: investment management		$49,975	$49,975	-	-	16.8%
Other (as described)	Scholarship expenses	$2,299	$2,299	-	-	0.8%
Insurance		$2,010	-	$2,010	-	0.7%
Fees: accounting		$1,245	-	$1,245	-	0.4%
Office expenses		$811	-	$811	-	0.3%
Occupancy		$792	$792	-	-	0.3%
Advertising and promotion		$445	$445	-	-	0.1%
Other (as described)	Postage and Shipping	$210	-	$210	-	0.1%
Other (as described)	Bank charges	$150	-	$150	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$125	-	$125	-	0.0%
Fundraising events Event	direct expenses; gross income $74,214	$14,336				reported apart
Total		$297,454				100%

View the filing

2024 · Form 990 · $254,069 spent · pay $0 · grants $189,580 · events $17,851

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$140,800	$140,800	-	-	55.4%
Fees: investment management		$50,045	$50,045	-	-	19.7%
Grants to US organizations and governments		$48,780	$48,780	-	-	19.2%
Other (as described)	Awards	$4,000	$4,000	-	-	1.6%
Other (as described)	Scholarship expenses	$1,874	$1,874	-	-	0.7%
Insurance		$1,815	-	$1,815	-	0.7%
Advertising and promotion		$1,695	$1,695	-	-	0.7%
Office expenses		$1,347	-	$1,347	-	0.5%
Fees: accounting		$1,260	-	$1,260	-	0.5%
Occupancy		$756	$756	-	-	0.3%
Other (as described)	Marty Babayco & Other donation	$702	$702	-	-	0.3%
All other expenses		$554	-	$554	-	0.2%
Other (as described)	Printing and Publications	$441	$441	-	-	0.2%
Fundraising events Event	direct expenses; gross income $65,003	$17,851				reported apart
Total		$254,069				100%

View the filing

2023 · Form 990 · $289,476 spent · pay $0 · grants $235,882 · events $25,876

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$142,000	$142,000	-	-	49.1%
Grants to US organizations and governments		$93,882	$93,882	-	-	32.4%
Fees: investment management		$47,235	$47,235	-	-	16.3%
Insurance		$1,587	-	$1,587	-	0.5%
Other (as described)	Scholarship expenses	$1,309	$1,309	-	-	0.5%
Fees: other services		$1,000	$1,000	-	-	0.3%
Fees: legal		$910	-	$910	-	0.3%
Occupancy		$720	-	$720	-	0.2%
Advertising and promotion		$420	$420	-	-	0.1%
Other (as described)	P O Box Fee	$194	-	$194	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$100	-	$100	-	0.0%
Other (as described)	Printing and Publications	$61	$61	-	-	0.0%
All other expenses		$58	-	$58	-	0.0%
Fundraising events Event	direct expenses; gross income $77,511	$25,876				reported apart
Total		$289,476				100%

View the filing

2022 · Form 990 · $281,274 spent · pay $0 · grants $218,000 · events $23,647

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$147,000	$147,000	-	-	52.3%
Grants to US organizations and governments		$71,000	$71,000	-	-	25.2%
Fees: investment management		$50,219	$50,219	-	-	17.9%
Other (as described)	Awards	$4,000	$4,000	-	-	1.4%
Advertising and promotion		$2,036	$2,036	-	-	0.7%
Fees: accounting		$1,525	-	$1,525	-	0.5%
Other (as described)	Scholarship expenses	$1,470	$1,470	-	-	0.5%
Insurance		$1,000	-	$1,000	-	0.4%
Office expenses		$829	-	$829	-	0.3%
Other (as described)	Website	$730	$730	-	-	0.3%
Occupancy		$720	-	$720	-	0.3%
All other expenses		$510	$168	$342	-	0.2%
Other (as described)	Printing and Publications	$235	$235	-	-	0.1%
Fundraising events Event	direct expenses; gross income $81,854	$23,647				reported apart
Total		$281,274				100%

View the filing

2021 · Form 990 · $241,465 spent · pay $0 · grants $169,750 · events $14,000

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$135,000	$135,000	-	-	55.9%
Fees: investment management		$57,805	$57,805	-	-	23.9%
Grants to US organizations and governments		$34,750	$34,750	-	-	14.4%
Other (as described)	Restaurant Gift Certificates	$6,200	-	-	$6,200	2.6%
Advertising and promotion		$2,971	$2,971	-	-	1.2%
Insurance		$1,000	-	$1,000	-	0.4%
Office expenses		$883	-	$883	-	0.4%
Fees: accounting		$855	-	$855	-	0.4%
Other (as described)	Miscellaneous fund raising	$610	-	-	$610	0.3%
Occupancy		$600	-	$600	-	0.2%
Other (as described)	Printing and Publications	$360	$360	-	-	0.1%
All other expenses		$258	$138	$120	-	0.1%
Other (as described)	P O Box Fee	$146	-	$146	-	0.1%
Fees: other services		$27	-	$27	-	0.0%
Fundraising events Event	direct expenses; gross income -	$14,000				reported apart
Total		$241,465				100%

View the filing

2020 · Form 990 · $171,792 spent · pay $0 · grants $118,182 · events $7,718

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$101,000	$101,000	-	-	58.8%
Fees: investment management		$44,800	$44,800	-	-	26.1%
Grants to US organizations and governments		$17,182	$17,182	-	-	10.0%
Other (as described)	Scholarship expenses	$4,047	$4,047	-	-	2.4%
Advertising and promotion		$1,574	$1,574	-	-	0.9%
Fees: accounting		$1,305	-	$1,305	-	0.8%
Insurance		$1,000	-	$1,000	-	0.6%
Occupancy		$600	-	$600	-	0.3%
Other (as described)	Postage and Shipping	$151	$151	-	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$85	-	$85	-	0.0%
Office expenses		$48	-	$48	-	0.0%
Fundraising events Event	direct expenses; gross income $40,923	$7,718				reported apart
Total		$171,792				100%

View the filing

2019 · Form 990 · $306,503 spent · pay $0 · grants $248,719 · events $19,883

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$134,719	$134,719	-	-	44.0%
Grants to US individuals		$114,000	$114,000	-	-	37.2%
Fees: investment management		$43,262	$43,262	-	-	14.1%
Fees: legal		$8,017	-	$8,017	-	2.6%
Other (as described)	Foreign taxes paid	$2,856	-	$2,856	-	0.9%
Other (as described)	Scholarship expenses	$1,075	$1,075	-	-	0.4%
Insurance		$1,000	$1,000	-	-	0.3%
Office expenses		$942	-	$942	-	0.3%
Occupancy		$503	-	$503	-	0.2%
Other (as described)	FTB form 199 and RRF-1	$75	-	$75	-	0.0%
Other (as described)	Postage and Shipping	$54	-	$54	-	0.0%
Fundraising events Event	direct expenses; gross income $69,930	$19,883				reported apart
Total		$306,503				100%

View the filing

2018 · Form 990 · $288,649 spent · pay $0 · grants $173,555 · events $23,962

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$119,000	$119,000	-	-	41.2%
Other (as described)	Matilijah Pavillion Project	$65,848	$65,848	-	-	22.8%
Grants to US organizations and governments		$54,555	$54,555	-	-	18.9%
Fees: investment management		$37,759	$37,759	-	-	13.1%
Fees: legal		$6,445	$6,445	-	-	2.2%
Fees: accounting		$1,460	-	$1,460	-	0.5%
Office expenses		$1,053	-	$1,053	-	0.4%
Insurance		$1,000	$1,000	-	-	0.3%
Occupancy		$897	-	$897	-	0.3%
Other (as described)	Scholarship expenses	$341	$341	-	-	0.1%
Depreciation and depletion		$154	-	$154	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$85	-	$85	-	0.0%
Other (as described)	Postage and Shipping	$52	-	$52	-	0.0%
Fundraising events Event	direct expenses; gross income $52,194	$23,962				reported apart
Total		$288,649				100%

View the filing

2017 · Form 990 · $310,923 spent · pay $0 · grants $195,629 · events $20,087

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$98,629	$98,629	-	-	31.7%
Grants to US individuals		$97,000	$97,000	-	-	31.2%
Other (as described)	Matilijah Pavillion Project	$74,944	$74,944	-	-	24.1%
Fees: investment management		$33,316	$33,316	-	-	10.7%
Fees: accounting		$4,870	-	$4,870	-	1.6%
Office expenses		$1,338	-	$1,338	-	0.4%
Fees: legal		$300	-	$300	-	0.1%
Depreciation and depletion		$176	$176	-	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$160	-	$160	-	0.1%
Other (as described)	Scholarship expenses	$100	$100	-	-	0.0%
Other (as described)	PO BOX RENTAL	$90	-	$90	-	0.0%
Fundraising events Event	direct expenses; gross income $55,945	$20,087				reported apart
Total		$310,923				100%

View the filing

2016 · Form 990 · $194,023 spent · pay $0 · grants $101,500 · events $23,703

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$63,000	$63,000	-	-	32.5%
Grants to US organizations and governments		$38,500	$38,500	-	-	19.8%
Other (as described)	International Service	$31,550	$31,550	-	-	16.3%
Other (as described)	Community Services	$26,457	$26,457	-	-	13.6%
Fees: investment management		$25,978	$25,978	-	-	13.4%
Other (as described)	Youth Service	$4,570	$4,570	-	-	2.4%
All other expenses		$1,743	$432	$1,311	-	0.9%
Other (as described)	Vocational and New Generation	$987	$987	-	-	0.5%
Fees: accounting		$529	-	$529	-	0.3%
Advertising and promotion		$297	-	$297	-	0.2%
Depreciation and depletion		$221	$221	-	-	0.1%
Office expenses		$191	-	$191	-	0.1%
Fundraising events Event	direct expenses; gross income $61,216	$23,703				reported apart
Total		$194,023				100%

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2015 · Form 990 · $157,683 spent · pay $0 · grants $126,766 · events $20,835

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$68,000	$68,000	-	-	43.1%
Grants to US organizations and governments		$58,766	$58,766	-	-	37.3%
Fees: investment management		$25,900	$25,900	-	-	16.4%
Other (as described)	Travel	$1,755	$1,755	-	-	1.1%
Fees: accounting		$665	-	$665	-	0.4%
Other (as described)	Computer and Internet	$638	-	$638	-	0.4%
Other (as described)	Scholarship expenses	$579	$579	-	-	0.4%
All other expenses		$377	$242	$135	-	0.2%
Office expenses		$374	-	$374	-	0.2%
Depreciation and depletion		$368	$368	-	-	0.2%
Other (as described)	Storage	$261	-	$261	-	0.2%
Fundraising events Event	direct expenses; gross income $51,772	$20,835				reported apart
Total		$157,683				100%

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2014 · Form 990 · $127,636 spent · pay $0 · grants $100,398 · events $20,818

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$52,000	$52,000	-	-	40.7%
Grants to US organizations and governments		$48,398	$48,398	-	-	37.9%
Fees: investment management		$21,006	$21,006	-	-	16.5%
Office expenses		$1,868	-	$1,868	-	1.5%
Other (as described)	Printing and Publications	$1,599	$1,599	-	-	1.3%
Fees: accounting		$954	$954	-	-	0.7%
Other (as described)	Donor Recognition	$650	$650	-	-	0.5%
Depreciation and depletion		$613	$613	-	-	0.5%
All other expenses		$197	-	$197	-	0.2%
Other (as described)	Scholarship expenses	$181	$181	-	-	0.1%
Other (as described)	Computer and Internet	$150	-	$150	-	0.1%
Fees: legal		$20	$20	-	-	0.0%
Fundraising events Event	direct expenses; gross income $46,455	$20,818				reported apart
Total		$127,636				100%

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2013 · Form 990 · $130,329 spent · pay $0 · grants $100,736 · events $36,264

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$52,000	$52,000	-	-	39.9%
Grants to US organizations and governments		$48,736	$48,736	-	-	37.4%
Fees: investment management		$26,447	$26,447	-	-	20.3%
Fees: accounting		$2,155	$2,155	-	-	1.7%
Other (as described)	Scholarship expenses	$593	$593	-	-	0.5%
Office expenses		$115	-	$115	-	0.1%
Other (as described)	Printing and Publications	$103	$103	-	-	0.1%
Depreciation and depletion		$81	$81	-	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$60	-	$60	-	0.0%
Other (as described)	Bank charges	$35	-	$35	-	0.0%
All other expenses		$4	-	$4	-	0.0%
Fundraising events Event	direct expenses; gross income $55,205	$36,264				reported apart
Total		$130,329				100%

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2012 · Form 990 · $141,849 spent · pay $0 · grants $113,057 · events $20,373

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US individuals		$61,000	$61,000	-	-	43.0%
Grants to US organizations and governments		$52,057	$52,057	-	-	36.7%
Fees: investment management		$24,612	$24,612	-	-	17.4%
Fees: accounting		$2,560	-	$2,560	-	1.8%
Office expenses		$622	-	$622	-	0.4%
Other (as described)	Scholarship expenses	$288	$288	-	-	0.2%
Fees: legal		$286	$286	-	-	0.2%
Other (as described)	Printing and Publications	$264	$264	-	-	0.2%
Other (as described)	Postage and Shipping	$100	-	$100	-	0.1%
Other (as described)	FTB form 199 and RRF-1	$60	-	$60	-	0.0%
Fundraising events Event	direct expenses; gross income -	$20,373				reported apart
Total		$141,849				100%

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