THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC
Cite this
Plain text THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/the-fund-for-the-william-george-agency-for-childrens-services-inc-810585177. Retrieved 2026-10-30.
APA furp.org. (n.d.). THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 30, 2026, from https://furp.org/org/the-fund-for-the-william-george-agency-for-childrens-services-inc-810585177
MLA “THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC.” furp.org, tax years 2015–2024, https://furp.org/org/the-fund-for-the-william-george-agency-for-childrens-services-inc-810585177. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $1.4M · expenses $2.3M · assets $19.4M
- Also known as
- FOR CHILDREN'S SERVICES INC
- EIN
- 81-0585177
- Address
- 380 FREEVILLE RD, FREEVILLE, NY 13068-9684
- NTEE code
- O50
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 2004 (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
ESTABLISHED FOR THE CHARITABLE PURPOSE OF PROVIDING FINANCIAL AND RELATED SUPPORT TO AN AFFILIATED ORGANIZATION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 |
|---|---|---|---|---|---|
| Helen Hulings | EXECUTIVE DIRECTOR | 2018-2024 | $333,058 | $1,599,710 | 2 |
| Anita Fowler | SECRETARY/TREASURER | 2019-2024 | $250,510 | $1,133,512 | 2 |
| Scott Adams (former) | SECRETARY/TREASURER (PART YEAR) | 2016-2019 | $145,760 | $899,254 | 2 |
| Jeffery Dailey (former) | FORMER TREASURER | 2016-2017 | $206,424 | $453,165 | 2 |
| Ronald Trumino (former) | INTERIM EXECUTIVE DIRECTOR (PART YEAR) | 2017-2018 | $219,338 | $408,006 | 2 |
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Andrew Kernan | DIRECTOR | 2023-2024 | 0 | $0 reported | 2 |
| Fred Butler | PRESIDENT | 2019-2024 | 0 | $0 reported | 1 |
| Kathleen Brady-Stepian | DIRECTOR | 2021-2024 | 0 | $0 reported | 1 |
| Francis E Benedict (former) | DIRECTOR | 2015-2022 | 0 | $0 reported | 1 |
| James Purcell (former) | DIRECTOR | 2015-2020 | 0 | $0 reported | 1 |
| Andrew Kramer (former) | CHAIRMAN (PART YEAR) | 2015-2019 | 0 | $0 reported | 2 |
People by year
2024 · 5 people listed · 2 paid, $584K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $294,113 | $38,945 | $333,058 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $217,830 | $32,680 | $250,510 | 2 |
| ANDREW KERNAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| FRED BUTLER | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN BRADY-STEPIAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · 2 paid, $547K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $277,864 | $34,292 | $312,156 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $206,418 | $28,116 | $234,534 | 2 |
| ANDREW KERNAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| FRED BUTLER | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN BRADY-STEPIAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 5 people listed · 2 paid, $475K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $242,766 | $23,831 | $266,597 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $184,435 | $24,443 | $208,878 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FRED BUTLER | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN BRADY-STEPIAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 5 people listed · 2 paid, $436K · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $213,534 | $23,989 | $237,523 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $175,471 | $22,954 | $198,425 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FRED BUTLER | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN BRADY-STEPIAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 5 people listed · 2 paid, $381K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $184,416 | $20,327 | $204,743 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $156,143 | $19,791 | $175,934 | 2 |
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FRED BUTLER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 7 people listed · 3 paid, $413K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $184,240 | $17,370 | $201,610 | 2 |
| SCOTT ADAMS | SECRETARY/TREASURER (PART YEAR) | 0 | $0 | $118,181 | $27,579 | $145,760 | 2 |
| ANITA FOWLER | SECRETARY/TREASURER | 0 | $0 | $60,641 | $4,590 | $65,231 | 2 |
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREW KRAMER | CHAIRMAN (PART YEAR) | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| FRED BUTLER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 6 people listed · 3 paid, $609K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT ADAMS | SECRETARY/TREASURER | 0 | $0 | $299,866 | $45,343 | $345,209 | 2 |
| RONALD TRUMINO | INTERIM EXECUTIVE DIRECTOR (PART YEAR) | 0 | $0 | $178,947 | $40,391 | $219,338 | 2 |
| HELEN HULINGS | EXECUTIVE DIRECTOR | 0 | $0 | $43,800 | $223 | $44,023 | 2 |
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREW KRAMER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 6 people listed · 3 paid, $587K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFFERY DAILEY | FORMER TREASURER | 0 | $0 | $176,674 | $29,750 | $206,424 | 2 |
| SCOTT ADAMS | SECRETARY | 0 | $0 | $154,380 | $37,044 | $191,424 | 2 |
| RONALD TRUMINO | INTERIM EXECUTIVE DIRECTOR | 0 | $0 | $150,668 | $38,000 | $188,668 | 2 |
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREW KRAMER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 5 people listed · 2 paid, $464K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFFERY DAILEY | SECRETARY (PART YEAR) | 0 | $0 | $212,462 | $34,279 | $246,741 | 2 |
| SCOTT ADAMS | TREASURER | 0 | $0 | $182,353 | $34,508 | $216,861 | 2 |
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREW KRAMER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 3 people listed · none paid · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES PURCELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANDREW KRAMER | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| FRANCIS E BENEDICT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $2.2M
2023 · 1 grant to organizations · $600K
2022 · 1 grant to organizations · $200K
2021 · 1 grant to organizations · $371K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $1,435,713 | $2,322,562 | $19,352,619 | $18,703,450 | $2,187 | $0 | $0 | 0 | 5 |
| 2023 · Form 990 | ||||||||
| $1,859,951 | $753,828 | $19,564,940 | $19,502,756 | $1,158,538 | $0 | $0 | 0 | 5 |
| 2022 · Form 990 | ||||||||
| $853,173 | $337,349 | $16,300,433 | $16,244,590 | $64,970 | $0 | $0 | 0 | 5 |
| 2021 · Form 990 | ||||||||
| $726,677 | $520,858 | $14,687,297 | $14,636,674 | $438 | $0 | $0 | 0 | 5 |
| 2020 · Form 990 | ||||||||
| $1,510,162 | $145,036 | $17,062,528 | $17,006,298 | $0 | $0 | $0 | 0 | 3 |
| 2019 · Form 990 | ||||||||
| $487,872 | $111,469 | $13,730,426 | $13,682,532 | $55 | $0 | $0 | 0 | 4 |
| 2018 · Form 990 | ||||||||
| $328,677 | $108,073 | $12,408,858 | $12,350,476 | $2,391 | $0 | $0 | 0 | 3 |
| 2017 · Form 990 | ||||||||
| $482,774 | $107,239 | $11,459,304 | $11,407,286 | $2,684 | $0 | $0 | 0 | 3 |
| 2016 · Form 990 | ||||||||
| $533,305 | $92,476 | $10,453,103 | $10,404,313 | $2,708 | $18,507 | $0 | 0 | 3 |
| 2015 · Form 990 | ||||||||
| $662,329 | $130,311 | $9,453,047 | $9,413,298 | $173,102 | $0 | $0 | 0 | 3 |
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.
- THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC Freeville, NY · 3 people in common (Andrew Kernan, Anita Fowler, Helen Hulings) · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $64,970 in all, tax years 2022 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES INC | Public charity | Exact | 2022 | 1 | $64,970 | 2022 | $64,970 | show |
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HUNTS POINT ALLIANCE FOR CHILDREN | NY | O50 | $1,665,740 | $2,175,957 | EXECUTIVE DIR. (TO 11/24) | $128,047 | Same NTEE code O50, revenue within 2x, same state |
| THE BRIDGE GOLF FOUNDATION INC | NY | O50 | $2,297,655 | $1,441,036 | Golf Professional | $161,274 | Same NTEE code O50, revenue within 2x, same state |
| EAST FLATBUSH VILLAGE INC | NY | O50 | $1,446,249 | $1,318,568 | CHAIRPERSON | $0 | Same NTEE code O50, revenue within 2x, same state |
| LIBERTY RESOURCES FAMILY SERVICES INC | NY | O50 | $1,036,556 | $1,017,964 | CHIEF EXECUTIVE OFFICER | $134,019 | Same NTEE code O50, revenue within 2x, same state |
| HERITAGE FARM INC | NY | O50 | $2,094,296 | $1,864,920 | EXECUTIVE DIRECTOR | $101,690 | Same NTEE code O50, revenue within 2x, same state |
| CGI CHAI INC | NY | O50 | $1,800,197 | $1,797,053 | DIRECTOR | $38,000 | Same NTEE code O50, revenue within 2x, same state |
| THE COLLEGE AND COMMUNITY FELLOWSHIP INC | NY | O50 | $1,618,822 | $1,964,365 | EXECUTIVE DIRECTOR | $222,495 | Same NTEE code O50, revenue within 2x, same state |
| P S 11 PROGRAMS INC | NY | O50 | $1,667,638 | $1,797,947 | DIRECTOR/PRE | $105,820 | Same NTEE code O50, revenue within 2x, same state |
| CAREERVISIONS NY INC | NY | O50 | $1,976,372 | $1,410,269 | DIRECTOR | $87,152 | Same NTEE code O50, revenue within 2x, same state |
| STEER FOR STUDENT ATHLETES INC | NY | O50 | $1,423,046 | $1,268,840 | CEO | $125,000 | Same NTEE code O50, revenue within 2x, same state |
| FRIENDSHIP CIRCLE INTERNATIONAL INC | NY | O50 | $1,072,887 | $1,377,374 | PRESIDENT | $0 | Same NTEE code O50, revenue within 2x, same state |
| ODYSSEY TEEN CAMP INC | NY | O50 | $1,111,267 | $1,119,042 | PRESIDENT | $79,615 | Same NTEE code O50, revenue within 2x, same state |
| FRIENDSHIP CIRCLE OF BROOKLYN INC | NY | O50 | $1,073,834 | $988,356 | President | $43,320 | Same NTEE code O50, revenue within 2x, same state |
| A LEG TO STAND ON | NY | O50 | $1,596,386 | $1,449,575 | Executive Dir. | $152,633 | Same NTEE code O50, revenue within 2x, same state |
| DIX HILLS ATHLETIC CLUB INC | NY | O50 | $1,142,117 | $1,051,627 | PRESIDENT | $0 | Same NTEE code O50, revenue within 2x, same state |
| 87 AFTERSCHOOL INC | NY | O50 | $1,549,476 | $1,711,877 | Executive Dir. | $151,130 | Same NTEE code O50, revenue within 2x, same state |
| STOMPING GROUND CAMP INC | NY | O50 | $1,235,262 | $1,169,648 | BOARD CHAIR | $0 | Same NTEE code O50, revenue within 2x, same state |
| HIT THE BOOKS INC | NY | O50 | $2,468,494 | $1,107,617 | Board Member/ Exec Director | $189,469 | Same NTEE code O50, revenue within 2x, same state |
| GIRLS ON THE RUN N Y C INC | NY | O50 | $1,288,190 | $1,070,969 | EXECUTIVE DIRECTOR | $152,250 | Same NTEE code O50, revenue within 2x, same state |
| DIDTECHNOLOGY INC | NY | O50 | $1,526,855 | $1,665,674 | Director of Programs | $121,372 | Same NTEE code O50, revenue within 2x, same state |
| MADRAIGOS INC | NY | O50 | $1,985,498 | $2,152,337 | EXEC. VP | $300,000 | Same NTEE code O50, revenue within 2x, same state |
| LEARNING WEB INC | NY | O50 | $1,342,092 | $1,305,181 | EXECUTIVE DIRECTOR | $99,636 | Same NTEE code O50, revenue within 2x, same state |
| CAMP HORSEABILITY INC | NY | O50 | $1,639,380 | $1,497,106 | EXECUTIVE DIRECTOR | $74,311 | Same NTEE code O50, revenue within 2x, same state |
| ALL STAR CODE INC | NY | O50 | $1,375,828 | $1,882,077 | EXECUTIVE DIRECTOR | $218,400 | Same NTEE code O50, revenue within 2x, same state |
| CAMP REIMAGINED INC | NY | O50 | $2,049,361 | $2,261,452 | Director of Operations | $133,054 | Same NTEE code O50, 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).
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 · $2,322,562 spent · pay $0 · grants $2,158,538 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,158,538 | $2,158,538 | - | - | 92.9% | |
| Fees: investment management | $148,936 | - | $148,936 | - | 6.4% | |
| Fees: accounting | $13,250 | - | $13,250 | - | 0.6% | |
| Fees: legal | $1,838 | - | $1,838 | - | 0.1% | |
| Total | $2,322,562 | 100% |
2023 · Form 990 · $753,828 spent · pay $0 · grants $600,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $600,000 | $600,000 | - | - | 79.6% | |
| Fees: investment management | $124,742 | - | $124,742 | - | 16.5% | |
| Fees: legal | $17,336 | - | $17,336 | - | 2.3% | |
| Fees: accounting | $11,000 | - | $11,000 | - | 1.5% | |
| Other (as described) | TAX FILING FEE | $750 | - | $750 | - | 0.1% |
| Total | $753,828 | 100% |
2022 · Form 990 · $337,349 spent · pay $0 · grants $200,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $200,000 | $200,000 | - | - | 59.3% | |
| Fees: investment management | $120,743 | - | $120,743 | - | 35.8% | |
| Fees: accounting | $14,450 | - | $14,450 | - | 4.3% | |
| Fees: legal | $1,406 | - | $1,406 | - | 0.4% | |
| Other (as described) | TAX FILING FEE | $750 | $750 | - | - | 0.2% |
| Total | $337,349 | 100% |
2021 · Form 990 · $520,858 spent · pay $0 · grants $370,531 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $370,531 | $370,531 | - | - | 71.1% | |
| Fees: investment management | $134,820 | - | $134,820 | - | 25.9% | |
| Fees: legal | $10,257 | - | $10,257 | - | 2.0% | |
| Fees: accounting | $4,500 | - | $4,500 | - | 0.9% | |
| Other (as described) | TAX FILING FEE | $750 | $750 | - | - | 0.1% |
| Total | $520,858 | 100% |
2020 · Form 990 · $145,036 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $122,445 | $107,752 | $14,693 | - | 84.4% | |
| Other (as described) | MISCELLANEOUS | $13,549 | $11,923 | $1,626 | - | 9.3% |
| Fees: accounting | $8,292 | $7,297 | $995 | - | 5.7% | |
| Other (as described) | TAX FILING FEE | $750 | $660 | $90 | - | 0.5% |
| Total | $145,036 | 100% |
2019 · Form 990 · $111,469 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $104,521 | $91,978 | $12,543 | - | 93.8% | |
| Fees: accounting | $4,980 | $4,382 | $598 | - | 4.5% | |
| Other (as described) | MISCELLANEOUS | $1,968 | $1,732 | $236 | - | 1.8% |
| Total | $111,469 | 100% |
2018 · Form 990 · $108,073 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $98,622 | $86,787 | $11,835 | - | 91.3% | |
| Fees: accounting | $7,300 | $6,424 | $876 | - | 6.8% | |
| Other (as described) | MISCELLANEOUS | $1,401 | $1,233 | $168 | - | 1.3% |
| Other (as described) | TAX FILING FEE | $750 | - | $750 | - | 0.7% |
| Total | $108,073 | 100% |
2017 · Form 990 · $107,239 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $92,398 | $81,310 | $11,088 | - | 86.2% | |
| Fees: legal | $7,097 | $6,245 | $852 | - | 6.6% | |
| Fees: accounting | $6,900 | $6,072 | $828 | - | 6.4% | |
| Other (as described) | TAX FILING FEE | $750 | - | $750 | - | 0.7% |
| Other (as described) | MISCELLANEOUS | $94 | $94 | - | - | 0.1% |
| Total | $107,239 | 100% |
2016 · Form 990 · $92,476 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $83,244 | $73,255 | $9,989 | - | 90.0% | |
| Fees: accounting | $6,650 | $5,852 | $798 | - | 7.2% | |
| Other (as described) | MISCELLANEOUS | $2,332 | $2,332 | - | - | 2.5% |
| Other (as described) | TAX FILING FEE | $250 | - | $250 | - | 0.3% |
| Total | $92,476 | 100% |
2015 · Form 990 · $130,311 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $80,509 | $66,017 | $14,492 | - | 61.8% | |
| Fees: legal | $23,202 | $19,722 | $3,480 | - | 17.8% | |
| Other (as described) | OTHER-UNCOLLECTIBLE PLE | $20,000 | $20,000 | - | - | 15.3% |
| Fees: accounting | $6,350 | $5,207 | $1,143 | - | 4.9% | |
| Other (as described) | TAX FILING FEE | $250 | - | $250 | - | 0.2% |
| Total | $130,311 | 100% |
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