SAN FRANCISCO BALLET ENDOWMENT FOUNDATION
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Cite this
Plain text SAN FRANCISCO BALLET ENDOWMENT FOUNDATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/san-francisco-ballet-endowment-foundation-942747262. Retrieved 2026-11-08.
APA furp.org. (n.d.). SAN FRANCISCO BALLET ENDOWMENT FOUNDATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 8, 2026, from https://furp.org/org/san-francisco-ballet-endowment-foundation-942747262
MLA “SAN FRANCISCO BALLET ENDOWMENT FOUNDATION.” furp.org, tax years 2009–2024, https://furp.org/org/san-francisco-ballet-endowment-foundation-942747262. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $16.6M · expenses $11.5M · assets $171.1M
- Also known as
- FOUNDATION
- EIN
- 94-2747262
- Address
- 455 FRANKLIN ST, SAN FRANCISCO, CA 94102-4438
- Website
- WWW.SFBALLET.ORG/SUPPORT-US/WAYS-TO-GIVE
- NTEE code
- A02 Management & Technical Assistance (Arts, Culture and Humanities) published (IRS Business Master File, as A020)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- July 1981 (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
THE SAN FRANCISCO BALLET ENDOWMENT FOUNDATION WAS ESTABLISHED IN 1980 AND IN 1981 MADE ITS FIRST DISTRIBUTION TO THE SAN FRANCISCO BALLET ASSOCIATION (THE ASSOCIATION), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. (SEE SCHEDULE O) SINCE INCEPTION, STRONG INVESTMENT RETURNS AND CONTRIBUTIONS, PRIMARILY FROM ESTATES AND FROM DONORS, HAVE GROWN SIGNIFICANTLY AND INCREASED THE IMPORTANCE OF THE ENDOWMENT TO THE ASSOCIATION'S REVENUE STREAM. THE FOUNDATION IS INCORPORATED AS A SEPARATE NONPROFIT PUBLIC BENEFIT CORPORATION FOR THE PURPOSE OF HOLDING AND MANAGING ENDOWMENT FUNDS FOR THE BENEFIT OF THE ASSOCIATION. IT SEEKS TO PROVIDE THE ASSOCIATION WITH A RELIABLE SOURCE OF SUPPORT WHILE PROTECTING ITS INVESTMENTS AGAINST INFLATION AND WIDE SWINGS IN THE CAPITAL MARKETS SO THAT THE ASSOCIATION MAY CONTINUE ITS MISSION TO SHARE THE JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE IN THE COMMUNITY AND AROUND THE GLOBE.
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
13 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 |
|---|---|---|---|---|---|
| Robert H Fore Iii | CHIEF FINANCIAL OFFICER (THRU 12/24) | 2019-2024 | $359,875 | $1,275,408 | 2 |
| Carmen Creel | SECRETARY | 2019-2024 | $116,288 | $342,046 | 1 |
| Kimberly Carim (former) | Chief Financial Officer (until 04/30/2017) | 2009-2016 | $211,439 | $1,441,739 | 2 |
| Elizabeth Lani (former) | SECRETARY (THRU 08/21) | 2011-2021 | $103,608 | $1,233,019 | 1 |
| Thomas Flynn (former) | Director of Development | 2009-2013 | $238,305 | $1,037,275 | 2 |
| Kevin Mohr (former) | Chief Financial Officer (until April 2020) | 2016-2019 | $249,279 | $645,076 | 2 |
| Natalie Quan (former) | Controller | 2011-2013 | $125,229 | $368,342 | 1 |
| Sarah Rhyins (former) | Assoc Dir of Development | 2009-2011 | $121,029 | $348,648 | 1 |
| Laura Simpson (former) | Secretary | 2013-2018 | $63,327 | $339,385 | 1 |
| Jennifer F Kovacevich (former) | Secretary | 2011-2013 | $70,686 | $210,132 | 1 |
| Katharine Chambers (former) | SECRETARY (THRU 07/2023) | 2021-2023 | $18,365 | $150,836 | 1 |
| Jennifer J Mewha (former) | Associate Director of Development | 2013 | $126,514 | $126,514 | 1 |
| Fermin Nasol (former) | Principal Gifts Officer | 2013 | $120,293 | $120,293 | 1 |
Officers and directors, no compensation reported
20 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 |
|---|---|---|---|---|---|
| Thomas E Horn | TREASURER (THRU 1/25) | 2009-2024 | 5 | $0 reported | 7 |
| Nancy Kukacka | PRESIDENT | 2014-2024 | 5 | $0 reported | 2 |
| John S Osterweis | PRESIDENT EMERITUS | 2009-2024 | 2 | $0 reported | 2 |
| Hilary C Pierce | DIRECTOR | 2012-2024 | 2 | $0 reported | 1 |
| Richard C Barker | DIRECTOR (THRU 5/25) | 2009-2024 | 2 | $0 reported | 2 |
| Sally X Yu | DIRECTOR | 2021-2024 | 2 | $0 reported | 1 |
| Susan S Briggs | DIRECTOR | 2009-2024 | 2 | $0 reported | 2 |
| Alka Singal | DIRECTOR (AS OF 8/24) | 2024 | 2 | $0 reported | 1 |
| Lynda Gustafson | INTERIM CFO (THRU 9/25) | 2024 | 0 | $0 reported | 1 |
| Larissa K Roesch (former) | DIRECTOR | 2012-2023 | 2 | $0 reported | 1 |
| J Stuart Francis (former) | VICE PRESIDENT | 2009-2020 | 5 | $0 reported | 2 |
| Sally X Yu Beg 1120 (former) | DIRECTOR | 2020 | 2 | $0 reported | 1 |
| James D Marver (former) | President (until June 2020) | 2009-2019 | 5 | $0 reported | 3 |
| Hank J Holland (former) | Vice President (Board Departure March 09, 2018) | 2009-2017 | 5 | $0 reported | 2 |
| Robert M Smelick (former) | Director | 2009-2013 | 2 | $0 reported | 2 |
| Chris Hellman (former) | Director | 2009-2012 | 2 | $0 reported | 2 |
| George B James (former) | Director | 2009-2012 | 2 | $0 reported | 1 |
| Carole Obley (former) | Director | 2009-2011 | 2 | $0 reported | 1 |
| John S Osterweiss (former) | President Emeritus | 2011 | 2 | $0 reported | 1 |
| Patricia TeRoller (former) | Secretary | 2009-2010 | 5 | $0 reported | 1 |
People by year
2024 · 11 people listed · 2 paid, $476K · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER (THRU 12/24) | 10 | $62,445 | $249,779 | $47,651 | $359,875 | 2 |
| CARMEN CREEL | SECRETARY | 2 | $0 | $105,518 | $10,770 | $116,288 | 1 |
| NANCY KUKACKA | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| THOMAS E HORN | TREASURER (THRU 1/25) | 5 | $0 | $0 | $0 | $0 | 7 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| ALKA SINGAL | DIRECTOR (AS OF 8/24) | 2 | $0 | $0 | $0 | $0 | 1 |
| HILARY C PIERCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD C BARKER | DIRECTOR (THRU 5/25) | 2 | $0 | $0 | $0 | $0 | 2 |
| SALLY X YU | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN S BRIGGS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| LYNDA GUSTAFSON | INTERIM CFO (THRU 9/25) | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 11 people listed · 3 paid, $403K · 0 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 10 | $52,647 | $210,589 | $8,248 | $271,484 | 2 |
| CARMEN CREEL | SECRETARY (AS OF 08/2023) | 2 | $5,253 | $99,800 | $8,361 | $113,414 | 1 |
| KATHARINE CHAMBERS | SECRETARY (THRU 07/2023) | 2 | $658 | $12,493 | $5,214 | $18,365 | 1 |
| NANCY KUKACKA | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| THOMAS E HORN | TREASURER | 5 | $0 | $0 | $0 | $0 | 7 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| HILARY C PIERCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LARISSA K ROESCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD C BARKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SALLY X YU | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN S BRIGGS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2022 · 10 people listed · 2 paid, $376K · 2 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 10 | $59,688 | $238,751 | $8,459 | $306,898 | 2 |
| KATHARINE CHAMBERS | SECRETARY | 2 | $2,969 | $56,416 | $9,391 | $68,776 | 1 |
| NANCY KUKACKA | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| THOMAS E HORN | TREASURER | 5 | $0 | $0 | $0 | $0 | 7 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| HILARY C PIERCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LARISSA K ROESCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD C BARKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SALLY X YU | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN S BRIGGS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2021 · 11 people listed · 3 paid, $392K · 3 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 10 | $39,957 | $159,826 | $25,102 | $224,885 | 2 |
| ELIZABETH LANI | SECRETARY (THRU 08/21) | 28 | $68,699 | $29,443 | $5,466 | $103,608 | 1 |
| KATHARINE CHAMBERS | SECRETARY (AS OF 08/21) | 5 | $7,006 | $49,043 | $7,646 | $63,695 | 1 |
| NANCY KUKACKA | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| THOMAS E HORN | TREASURER | 5 | $0 | $0 | $0 | $0 | 7 |
| HILARY C PIERCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LARISSA K ROESCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD C BARKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SALLY X YU | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN S BRIGGS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 12 people listed · 3 paid, $337K · 3 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELIZABETH LANI | ASSISTANT SECRETARY | 28 | $88,543 | $37,947 | $18,294 | $144,784 | 1 |
| ROBERT H FORE III | CHIEF FINANCIAL OFFICER | 10 | $19,018 | $76,072 | $17,176 | $112,266 | 2 |
| CARMEN CREEL | SECRETARY | 5 | $0 | $71,900 | $7,737 | $79,637 | 1 |
| NANCY KUKACKA | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| JOHN S OSTERWEIS | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| J STUART FRANCIS | VICE PRESIDENT | 5 | $0 | $0 | $0 | $0 | 2 |
| THOMAS E HORN | TREASURER | 5 | $0 | $0 | $0 | $0 | 7 |
| HILARY C PIERCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LARISSA K ROESCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD C BARKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| SALLY X YU BEG 1120 | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN S BRIGGS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 13 people listed · 3 paid, $423K · 3 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kevin Mohr | Chief Financial Officer (until April 2020) | 10 | $0 | $242,981 | $6,298 | $249,279 | 2 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $124,848 | $16,161 | $141,009 | 1 |
| Carmen Creel | Secretary (starting August 2019) | 5 | $0 | $32,686 | $21 | $32,707 | 1 |
| James D Marver | President (until June 2020) | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director; President (starting June 2020) | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert H Fore III | Chief Financial Officer (starting June 2020) | 10 | $0 | $0 | $0 | $0 | 2 |
2018 · 12 people listed · 3 paid, $466K · 3 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kevin Mohr | Chief Financial Officer | 10 | $0 | $231,988 | $8,394 | $240,382 | 2 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $150,242 | $12,483 | $162,725 | 1 |
| Laura Simpson | Secretary | 5 | $0 | $54,270 | $9,057 | $63,327 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 13 people listed · 3 paid, $335K · 3 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kevin Mohr | Chief Financial Officer | 10 | $0 | $150,419 | $4,996 | $155,415 | 2 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $96,582 | $10,863 | $107,445 | 1 |
| Laura Simpson | Secretary | 5 | $0 | $63,038 | $9,248 | $72,286 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Hank J Holland | Vice President (Board Departure March 09, 2018) | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2016 · 14 people listed · 3 paid, $382K · 3 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kimberly Carim | Chief Financial Officer (until 04/30/2017) | 10 | $0 | $194,938 | $16,501 | $211,439 | 2 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $89,906 | $10,595 | $100,501 | 1 |
| Laura Simpson | Secretary | 5 | $0 | $61,164 | $9,185 | $70,349 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| Hank J Holland | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Kevin Mohr | Chief Financial Officer (As of 05/01/2017) | 10 | $0 | $0 | $0 | $0 | 2 |
2015 · 13 people listed · 3 paid, $367K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kimberly Carim | Chief Financial Officer | 10 | $0 | $189,379 | $13,413 | $202,792 | 2 |
| Elizabeth Lani | Assistant Secretary | 32 | $0 | $85,826 | $10,475 | $96,301 | 1 |
| Laura Simpson | Secretary | 5 | $0 | $59,638 | $8,414 | $68,052 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| Hank J Holland | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2014 · 13 people listed · 3 paid, $358K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kimberly Carim | Chief Financial Officer | 10 | $0 | $181,427 | $13,261 | $194,688 | 2 |
| Elizabeth Lani | Assistant Secretary | 32 | $0 | $87,355 | $10,391 | $97,746 | 1 |
| Laura Simpson | Secretary | 5 | $0 | $58,868 | $6,503 | $65,371 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| Hank J Holland | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nancy Kukacka | Director | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 18 people listed · 7 paid, $952K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas Flynn | Director of Development | 22 | $0 | $224,884 | $13,421 | $238,305 | 2 |
| Kimberly Carim | Chief Financial Officer | 10 | $0 | $168,922 | $10,575 | $179,497 | 2 |
| Jennifer J Mewha | Associate Director of Development | 10 | $0 | $119,096 | $7,418 | $126,514 | 1 |
| Natalie Quan | Controller | 7 | $0 | $116,021 | $9,208 | $125,229 | 1 |
| Fermin Nasol | Principal Gifts Officer | 10 | $0 | $110,719 | $9,574 | $120,293 | 1 |
| Elizabeth Lani | Assistant Secretary | 32 | $0 | $82,702 | $8,878 | $91,580 | 1 |
| Jennifer F Kovacevich | Secretary | 5 | $0 | $62,679 | $8,007 | $70,686 | 1 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
| Hank J Holland | Vice President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert M Smelick | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Laura Simpson | Secretary | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 17 people listed · 5 paid, $703K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas Flynn | Director of Development | 15 | $0 | $225,000 | $9,672 | $234,672 | 2 |
| Kimberly Carim | Chief Financial Officer | 9 | $0 | $167,505 | $7,958 | $175,463 | 2 |
| Natalie Quan | Controller | 7 | $0 | $116,122 | $7,252 | $123,374 | 1 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $89,046 | $7,619 | $96,665 | 1 |
| Jennifer F Kovacevich | Secretary | 5 | $0 | $66,276 | $7,003 | $73,279 | 1 |
| Hank J Holland | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| George B James | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Chris Hellman | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert M Smelick | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Hilary Pierce | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Larissa Roesch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| John S Osterweis | President Emeritus | 2 | $0 | $0 | $0 | $0 | 2 |
2011 · 17 people listed · 6 paid, $782K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas William Flynn | Director of Development | 15 | $0 | $203,584 | $9,441 | $213,025 | 2 |
| Kimberly O Carim | Chief Financial Officer | 9 | $0 | $162,921 | $8,236 | $171,157 | 2 |
| Sarah Rhyins | Assoc Dir of Development | 4 | $0 | $113,420 | $7,609 | $121,029 | 1 |
| Natalie Quan | Controller | 7 | $0 | $111,138 | $8,601 | $119,739 | 1 |
| Elizabeth Lani | Assistant Secretary | 28 | $0 | $83,038 | $7,617 | $90,655 | 1 |
| Jennifer F Kovacevich | Secretary | 5 | $0 | $58,801 | $7,366 | $66,167 | 1 |
| Hank Holland | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| George B James | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Chris Hellman | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| James D Marver | President | 5 | $0 | $0 | $0 | $0 | 3 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert M Smelick | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan S Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Carole Obley | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| J Stuart Francis | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| John S Osterweiss | President Emeritus | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 15 people listed · 3 paid, $457K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas William Flynn | Director of Development | 7 | $0 | $170,106 | $9,983 | $180,089 | 2 |
| Kimberly O Carim | Chief Financial Officer | 9 | $0 | $150,578 | $9,340 | $159,918 | 2 |
| Sarah Rhyins | Assoc Dir of Development | 4 | $0 | $110,110 | $7,027 | $117,137 | 1 |
| Hank Holland | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| John S Osterweis | President | 5 | $0 | $0 | $0 | $0 | 2 |
| George B James | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Chris Hellman | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| J Stuart Francis | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| James D Marver | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert M Smelick | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Carole Obley | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Patricia TeRoller | Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
2009 · 15 people listed · 3 paid, $428K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS WILLIAM FLYNN | DIRECTOR OF DEVELOPMENT | 7 | $0 | $162,319 | $8,865 | $171,184 | 2 |
| Kimberly O Carim | Chief Financial Officer | 9 | $0 | $138,250 | $8,535 | $146,785 | 2 |
| Sarah Rhyins | Assoc Dir of Development | 4 | $0 | $100,230 | $10,252 | $110,482 | 1 |
| Hank Holland | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| John S Osterweis | President | 5 | $0 | $0 | $0 | $0 | 2 |
| Thomas E Horn | Treasurer | 5 | $0 | $0 | $0 | $0 | 7 |
| Carole Obley | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Chris Hellman | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| George B James | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| J Stuart Francis | Vice president | 2 | $0 | $0 | $0 | $0 | 2 |
| James D Marver | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Richard C Barker | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert M Smelick | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Susan Briggs | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Patricia Teroller | Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $172K
| Name | Location | Service | Paid |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $172,453 |
2023 · 1 contractor · $268K
| Name | Location | Service | Paid |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $268,070 |
2022 · 1 contractor · $316K
| Name | Location | Service | Paid |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $316,478 |
2021 · 1 contractor · $242K
| Name | Location | Service | Paid |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $241,624 |
2020 · 1 contractor · $176K
| Name | Location | Service | Paid |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $176,443 |
2019 · 1 contractor · $218K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $217,898 |
2018 · 1 contractor · $234K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $234,141 |
2017 · 1 contractor · $196K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $195,698 |
2016 · 1 contractor · $189K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $188,977 |
2015 · 1 contractor · $187K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $187,312 |
2014 · 1 contractor · $220K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $220,308 |
2013 · 1 contractor · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | Investment Management | $221,772 |
2012 · 1 contractor · $160K
| Name | Location | Service | Paid |
|---|---|---|---|
| Hall Capital Partners LLC | San Francisco, CA | Investment Management | $160,000 |
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 · $10.3M
2023 · 1 grant to organizations · $5.3M
2022 · 1 grant to organizations · $10.8M
2021 · 1 grant to organizations · $5.4M
2020 · 1 grant to organizations · $5.0M
2019 · 1 grant to organizations · $4.8M
2018 · 1 grant to organizations · $5.0M
2017 · 1 grant to organizations · $4.9M
2016 · 1 grant to organizations · $4.9M
2015 · 1 grant to organizations · $4.9M
2014 · 1 grant to organizations · $4.6M
2013 · 1 grant to organizations · $4.8M
2012 · 1 grant to organizations · $4.8M
2011 · 1 grant to organizations · $4.6M
2010 · 1 grant to organizations · $4.1M
2009 · 1 grant to organizations · $4.1M
Listed grants add up to $4,074,430; the return's “grants paid” expense line says $4,118,482. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $16,556,521 | $11,455,755 | $171,133,669 | $170,144,888 | $1,755,918 | $0 | $274,327 | 0 | 6 |
| 2023 · Form 990 | ||||||||
| $57,649,644 | $6,199,725 | $158,954,966 | $157,915,513 | $50,984,813 | $0 | $64,270 | 0 | 8 |
| 2022 · Form 990 | ||||||||
| $8,228,961 | $11,773,497 | $111,913,362 | $111,282,760 | $475,558 | $0 | $194,517 | 2 | 8 |
| 2021 · Form 990 | ||||||||
| -$5,955,633 | $6,671,233 | $115,604,092 | $111,923,247 | $2,333,710 | $0 | $148,723 | 3 | 8 |
| 2020 · Form 990 | ||||||||
| $23,966,743 | $6,437,041 | $139,886,048 | $137,726,018 | $746,461 | $0 | $210,376 | 3 | 9 |
| 2019 · Form 990 | ||||||||
| $3,698,531 | $5,664,457 | $116,192,033 | $114,161,943 | $499,569 | $0 | $154,272 | 3 | 9 |
| 2018 · Form 990 | ||||||||
| $9,282,961 | $6,100,774 | $126,645,343 | $118,903,079 | $2,862,691 | $2,400 | $155,536 | 3 | 9 |
| 2017 · Form 990 | ||||||||
| $9,093,586 | $5,811,030 | $127,218,080 | $118,143,921 | $5,802,173 | $2,325 | $160,431 | 3 | 9 |
| 2016 · Form 990 | ||||||||
| $14,006,746 | $5,846,236 | $125,027,723 | $113,454,563 | $11,407,598 | $2,200 | $105,412 | 3 | 10 |
| 2015 · Form 990 | ||||||||
| $1,294,900 | $5,764,743 | $106,919,397 | $96,240,429 | $1,400,042 | $2,075 | $119,762 | 0 | 10 |
| 2014 · Form 990 | ||||||||
| $5,938,645 | $5,528,530 | $115,873,823 | $102,817,541 | $3,920,686 | $1,600 | $110,310 | 0 | 10 |
| 2013 · Form 990 | ||||||||
| $17,057,339 | $5,847,528 | $116,731,098 | $103,884,552 | $4,066,194 | $2,000 | $109,209 | 0 | 9 |
| 2012 · Form 990 | ||||||||
| $18,845,645 | $5,955,211 | $103,888,938 | $91,211,950 | $7,659,753 | $2,775 | $108,765 | 0 | 12 |
| 2011 · Form 990 | ||||||||
| $9,761,930 | $5,487,326 | $88,953,381 | $78,320,658 | $5,871,700 | $2,450 | $128,556 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $4,470,977 | $4,662,897 | $94,699,331 | $80,489,558 | $1,059,034 | $2,500 | $43,665 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $1,903,795 | $4,696,823 | $86,901,599 | $72,926,210 | $578,311 | $2,368 | $35,627 | 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.
- SAN FRANCISCO BALLET ASSOCIATION San Francisco, CA · 6 people in common (John S Osterweis, Nancy Kukacka, Richard C Barker) · related organization (Schedule R)
- SAN FRANCISCO PERFORMING ARTS CENTER FOUNDATION San Francisco, CA · 1 person in common (Thomas E Horn)
- SAN FRANCISCO HOST COMMITTEE San Francisco, CA · 1 person in common (Thomas E Horn)
- SAN FRANCISCO SPECIAL EVENTS COMMITTEE San Francisco, CA · 1 person in common (Thomas E Horn)
- BOB A ROSS FOUNDATION INC San Francisco, CA · 1 person in common (Thomas E Horn)
- SAN FRANCISCO-PARIS SISTER CITY COMMITTEE INC San Francisco, CA · 1 person in common (Thomas E Horn)
Funders of this organization
5 grantors reported grants to this organization, $1,032,857 in all, tax years 2015 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
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO FOUNDATION | $485,000 | 3 | $200,000 | 2022 | 2015, 2021-2022 | DAF sponsor | Exact | show |
| SILICON VALLEY COMMUNITY FOUNDATION | $292,857 | 2 | $42,857 | 2017 | 2016-2017 | DAF sponsor | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $180,000 | 3 | $30,000 | 2019 | 2017-2019 | DAF sponsor | Exact | show |
| STERLING DONOR ADVISED FUND | $65,000 | 3 | $20,000 | 2024 | 2022-2024 | DAF sponsor | Exact | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | $10,000 | 1 | $10,000 | 2019 | 2019 | DAF sponsor | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FAIR PARK FIRST | TX | A02 | $21,995,243 | $19,520,949 | INTERIM EXECUTIVE DIRECTOR | $147,130 | Same NTEE code A02, revenue within 2x |
| CHARLESTON GAILLARD MANAGEMENT CORPORATION | SC | A02 | $12,378,127 | $12,077,323 | PRESIDENT & CEO | $431,444 | Same NTEE code A02, revenue within 2x |
| ALLIED MEDIA PROJECTS INC | MI | A02 | $20,340,283 | $28,513,063 | CRITICAL MINDED EXECUTIVE DIRECTOR | $192,972 | Same NTEE code A02, revenue within 2x |
| EXCELLENCE INITIATIVE | WA | A02 | $19,137,359 | $1,527,838 | PRESIDENT & TREASURER | $0 | Same NTEE code A02, revenue within 2x |
| NATIONAL ARTS STRATEGIES INC | VA | A02 | $4,433,349 | $3,583,451 | PRESIDENT & CEO | $230,974 | Same NTEE code A02, revenue within 5x |
| REIMAGINATION LAB INC | NY | A02 | $4,864,956 | $2,005,394 | CEO | $384,549 | Same NTEE code A02, revenue within 5x |
| CULTURETRUST GREATER PHILADELPHIA | PA | A02 | $6,644,012 | $6,919,562 | CO-EXECUTIVE DIRECTOR | $110,771 | Same NTEE code A02, revenue within 5x |
| NATIONAL YOUNGARTS FOUNDATION SUPPORTING ORGANIZATION | FL | A02 | $2,653,201 | $2,859,357 | PRESIDENT OF NFAA/EXECUTIVE DIRECTOR | $671,485 | Same NTEE code A02, revenue within 10x |
| PERKINS CENTER FOR THE ARTS | NJ | A02 | $1,751,409 | $1,946,039 | EXECUTIVE DIRECTOR | $95,065 | Same NTEE code A02, revenue within 10x |
| LIVE OAK FOUNDATION INC | NC | A02 | $2,662,869 | $326,480 | PRESIDENT | $0 | Same NTEE code A02, revenue within 10x |
| NATIONAL PERFORMANCE NETWORK INC | LA | A02 | $2,339,712 | $4,357,163 | PRESIDENT AND CEO | $141,268 | Same NTEE code A02, revenue within 10x |
| NORTH MARKET DEVELOPMENT AUTHORITY INC | OH | A02 | $2,101,178 | $2,015,947 | EXECUTIVE DIRECTOR | $248,077 | Same NTEE code A02, revenue within 10x |
| REINSTITUTE INC | CT | A02 | $1,990,419 | $2,129,911 | EXECUTIVE DIRECTOR | $120,773 | Same NTEE code A02, revenue within 10x |
| GO WORKSHOP | TX | A02 | $1,901,418 | $1,886,454 | EXECUTIVE DI | $167,681 | Same NTEE code A02, revenue within 10x |
| SEENFIRE FOUNDATION | CA | A02 | $488,607 | $525,541 | TRUSTEE & PRESIDENT | $97,000 | Same NTEE code A02, revenue differs more than 10x, same state |
| CLARE ROSE FOUNDATION CENTER FOR CREATIVE YOUTH DEVELOPMENT | CA | A02 | $808,828 | $762,018 | Deputy Director | $102,597 | Same NTEE code A02, revenue differs more than 10x, same state |
| ASSOCIATION OF PROPASAL MANAGEMENT PROFESSIONALS | CA | A02 | $81,297 | $63,949 | Treasurer | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| ACTIVIST FOUNDATION INC | CA | A02 | $83,599 | $88,519 | DIRECTOR | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| CALIFORNIA THEATER CONSORTIUM INC | CA | A02 | $2,000 | $24,725 | Co-Founder, Secretary, Program Manager | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| THEATRE BAY AREA | CA | A02 | $881,494 | $935,312 | Exec Director | $118,971 | Same NTEE code A02, revenue differs more than 10x, same state |
| CHARITABLE MISSION | CA | A02 | $6,735 | $1,435 | PRESIDENT | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| HUMMINGBIRD THERAPY SERVICES CHARITIES | CA | A02 | $200,000 | $11,509 | PRESIDENT | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| INDIE THINGS POSSIBLE | CA | A02 | $163,736 | $77,247 | CEO | $5,500 | Same NTEE code A02, revenue differs more than 10x, same state |
| CREATIVE COPPEROPOLIS | CA | A02 | $12,503 | $12,274 | Executive Director | $0 | Same NTEE code A02, revenue differs more than 10x, same state |
| CIRCUIT NETWORK | CA | A02 | $192,474 | $215,111 | Co-Director | $36,000 | Same NTEE code A02, revenue differs more than 10x, 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 · $11,455,755 spent · pay $487,229 · grants $10,280,468 · events $18,122
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,280,468 | $10,280,468 | - | - | 89.7% | |
| Fees: investment management | $457,692 | $455,192 | - | $2,500 | 4.0% | |
| Pay: officers, directors, trustees, key employees | $274,327 | - | $36,472 | $237,855 | 2.4% | |
| Other salaries and wages | $177,916 | - | $47,066 | $130,850 | 1.6% | |
| Fees: other services | $82,392 | $72,000 | $9,692 | $700 | 0.7% | |
| Fees: accounting | $63,654 | - | $63,654 | - | 0.6% | |
| Advertising and promotion | $40,114 | - | - | $40,114 | 0.4% | |
| Payroll taxes | $30,114 | - | $4,535 | $25,579 | 0.3% | |
| Conferences, conventions and meetings | $18,122 | - | $18,122 | - | 0.2% | |
| Other (as described) | TAXES | $9,073 | - | $9,073 | - | 0.1% |
| Pension plan contributions | $8,161 | - | $1,914 | $6,247 | 0.1% | |
| Information technology | $7,832 | - | $7,832 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,000 | - | - | $6,000 | 0.1% |
| Occupancy | $1,870 | - | - | $1,870 | 0.0% | |
| Other (as described) | FLOWERS & DECORATIONS | $1,304 | - | - | $1,304 | 0.0% |
| Office expenses | $5 | - | $2 | $3 | 0.0% | |
| Other employee benefits | -$3,289 | - | $612 | -$3,901 | -0.0% | |
| Total | $11,455,755 | 100% |
2023 · Form 990 · $6,199,725 spent · pay $277,248 · grants $5,280,468 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,280,468 | $5,280,468 | - | - | 85.2% | |
| Fees: investment management | $443,969 | $443,969 | - | - | 7.2% | |
| Other salaries and wages | $184,812 | - | $73,246 | $111,566 | 3.0% | |
| Fees: other services | $113,128 | $75,700 | $37,428 | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $64,270 | - | $64,270 | - | 1.0% | |
| Advertising and promotion | $42,461 | - | $15 | $42,446 | 0.7% | |
| Payroll taxes | $17,493 | - | $9,522 | $7,971 | 0.3% | |
| Office expenses | $12,222 | - | - | $12,222 | 0.2% | |
| Fees: accounting | $11,235 | - | $11,235 | - | 0.2% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $10,143 | - | - | $10,143 | 0.2% |
| Pension plan contributions | $6,889 | - | $4,077 | $2,812 | 0.1% | |
| Information technology | $5,591 | - | $5,591 | - | 0.1% | |
| Other employee benefits | $3,784 | - | $1,506 | $2,278 | 0.1% | |
| Fees: legal | $2,708 | - | $2,708 | - | 0.0% | |
| Other (as described) | MISCELLANEOUS | $538 | - | $538 | - | 0.0% |
| Travel | $14 | - | - | $14 | 0.0% | |
| Total | $6,199,725 | 100% |
2022 · Form 990 · $11,773,497 spent · pay $361,449 · grants $10,813,438 · events $22,780
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,813,438 | $10,813,438 | - | - | 91.8% | |
| Fees: investment management | $374,825 | $374,825 | - | - | 3.2% | |
| Pay: officers, directors, trustees, key employees | $194,517 | - | $52,394 | $142,123 | 1.7% | |
| Other salaries and wages | $132,986 | - | $81,956 | $51,030 | 1.1% | |
| Fees: other services | $88,520 | $73,950 | $14,570 | - | 0.8% | |
| Advertising and promotion | $47,884 | - | $54 | $47,830 | 0.4% | |
| Fees: accounting | $37,397 | - | $37,397 | - | 0.3% | |
| Conferences, conventions and meetings | $22,780 | - | - | $22,780 | 0.2% | |
| Payroll taxes | $19,783 | - | $8,999 | $10,784 | 0.2% | |
| Other employee benefits | $7,714 | - | $3,399 | $4,315 | 0.1% | |
| Information technology | $7,318 | - | $7,318 | - | 0.1% | |
| Other (as described) | UBI TAXES | $6,597 | - | $6,597 | - | 0.1% |
| Pension plan contributions | $6,449 | - | $4,001 | $2,448 | 0.1% | |
| Office expenses | $5,304 | - | - | $5,304 | 0.0% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $5,122 | - | - | $5,122 | 0.0% |
| Other (as described) | MISCELLANEOUS | $2,113 | - | $2,113 | - | 0.0% |
| Fees: legal | $601 | - | - | $601 | 0.0% | |
| Insurance | $149 | - | - | $149 | 0.0% | |
| Total | $11,773,497 | 100% |
2021 · Form 990 · $6,671,233 spent · pay $363,066 · grants $5,370,721 · events $7,315
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,370,721 | $5,370,721 | - | - | 80.5% | |
| Fees: investment management | $719,612 | $719,612 | - | - | 10.8% | |
| Other salaries and wages | $177,253 | - | $27,700 | $149,553 | 2.7% | |
| Pay: officers, directors, trustees, key employees | $148,723 | - | $104,869 | $43,854 | 2.2% | |
| Fees: other services | $80,795 | $70,950 | $9,630 | $215 | 1.2% | |
| Advertising and promotion | $53,020 | - | - | $53,020 | 0.8% | |
| Fees: accounting | $35,182 | - | $35,182 | - | 0.5% | |
| Payroll taxes | $16,471 | - | $9,213 | $7,258 | 0.2% | |
| Other employee benefits | $14,645 | - | $11,055 | $3,590 | 0.2% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $14,074 | - | - | $14,074 | 0.2% |
| Office expenses | $10,446 | - | - | $10,446 | 0.2% | |
| Information technology | $8,875 | - | $8,875 | - | 0.1% | |
| Conferences, conventions and meetings | $7,315 | - | - | $7,315 | 0.1% | |
| Pension plan contributions | $5,974 | - | $3,244 | $2,730 | 0.1% | |
| Other (as described) | UBI TAXES | $5,360 | - | $5,360 | - | 0.1% |
| Travel | $2,042 | - | - | $2,042 | 0.0% | |
| Other (as described) | MISCELLANEOUS | $575 | - | $575 | - | 0.0% |
| Fees: legal | $150 | - | - | $150 | 0.0% | |
| Total | $6,671,233 | 100% |
2020 · Form 990 · $6,437,041 spent · pay $416,611 · grants $4,954,344 · events $7,720
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,954,344 | $4,954,344 | - | - | 77.0% | |
| Fees: investment management | $885,630 | $885,630 | - | - | 13.8% | |
| Pay: officers, directors, trustees, key employees | $210,376 | - | $124,788 | $85,588 | 3.3% | |
| Other salaries and wages | $175,729 | - | $2,609 | $173,120 | 2.7% | |
| Fees: other services | $94,731 | $71,050 | $7,083 | $16,598 | 1.5% | |
| Fees: accounting | $42,618 | - | $42,618 | - | 0.7% | |
| Payroll taxes | $23,072 | - | $8,995 | $14,077 | 0.4% | |
| Office expenses | $10,714 | - | - | $10,714 | 0.2% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $7,748 | - | - | $7,748 | 0.1% |
| Conferences, conventions and meetings | $7,720 | - | - | $7,720 | 0.1% | |
| Information technology | $7,100 | - | $7,100 | - | 0.1% | |
| Advertising and promotion | $6,694 | - | - | $6,694 | 0.1% | |
| Pension plan contributions | $6,693 | - | $2,381 | $4,312 | 0.1% | |
| Other (as described) | MISCELLANEOUS | $1,092 | - | $1,092 | - | 0.0% |
| Fees: legal | $1,039 | - | $435 | $604 | 0.0% | |
| Travel | $1,000 | - | - | $1,000 | 0.0% | |
| Other employee benefits | $741 | - | -$2,548 | $3,289 | 0.0% | |
| Total | $6,437,041 | 100% |
2019 · Form 990 · $5,664,457 spent · pay $256,065 · grants $4,794,072 · events $1,484
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,794,072 | $4,794,072 | - | - | 84.6% | |
| Fees: investment management | $519,096 | $519,096 | $0 | $0 | 9.2% | |
| Pay: officers, directors, trustees, key employees | $154,272 | $0 | $44,683 | $109,589 | 2.7% | |
| Other salaries and wages | $75,975 | $0 | $75,101 | $874 | 1.3% | |
| Fees: accounting | $34,659 | $0 | $34,659 | $0 | 0.6% | |
| Fees: other services | $21,720 | $6,213 | $9,502 | $6,005 | 0.4% | |
| Advertising and promotion | $19,114 | $0 | $0 | $19,114 | 0.3% | |
| Payroll taxes | $16,821 | $0 | $8,473 | $8,348 | 0.3% | |
| Other (as described) | Dues and Subscriptions | $7,144 | $0 | $0 | $7,144 | 0.1% |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Pension plan contributions | $5,620 | $0 | $3,345 | $2,275 | 0.1% | |
| Office expenses | $4,952 | $0 | $0 | $4,952 | 0.1% | |
| Other employee benefits | $3,377 | $0 | $1,781 | $1,596 | 0.1% | |
| Travel | $2,412 | $0 | $0 | $2,412 | 0.0% | |
| Conferences, conventions and meetings | $1,484 | $0 | $0 | $1,484 | 0.0% | |
| Other (as described) | Miscellaneous | $1,255 | $0 | $1,032 | $223 | 0.0% |
| Fees: legal | $493 | $0 | $0 | $493 | 0.0% | |
| Other (as described) | Unrelated Business Income Taxes | -$5,109 | -$5,109 | $0 | $0 | -0.1% |
| Total | $5,664,457 | 100% |
2018 · Form 990 · $6,100,774 spent · pay $280,820 · grants $5,046,520 · events $135,938
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,046,520 | $5,046,520 | - | - | 82.7% | |
| Fees: investment management | $571,413 | $571,413 | $0 | $0 | 9.4% | |
| Pay: officers, directors, trustees, key employees | $155,536 | $0 | $46,703 | $108,833 | 2.5% | |
| Other salaries and wages | $91,348 | $0 | $89,271 | $2,077 | 1.5% | |
| Conferences, conventions and meetings | $79,461 | $0 | $0 | $79,461 | 1.3% | |
| Fees: other services | $35,669 | $4,800 | $9,009 | $21,860 | 0.6% | |
| Fees: accounting | $34,339 | $0 | $34,339 | $0 | 0.6% | |
| Advertising and promotion | $21,226 | $0 | $0 | $21,226 | 0.3% | |
| Payroll taxes | $16,136 | $0 | $8,940 | $7,196 | 0.3% | |
| Other employee benefits | $12,546 | $0 | $8,588 | $3,958 | 0.2% | |
| Other (as described) | Unrelated Business Income Taxes | $10,615 | $10,615 | $0 | $0 | 0.2% |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Other (as described) | Dues and Subscriptions | $6,295 | $0 | $0 | $6,295 | 0.1% |
| Pension plan contributions | $5,254 | $0 | $3,322 | $1,932 | 0.1% | |
| Office expenses | $2,901 | $0 | $0 | $2,901 | 0.0% | |
| Fees: legal | $1,928 | $0 | $0 | $1,928 | 0.0% | |
| Other (as described) | Miscellaneous | $1,671 | $0 | $272 | $1,399 | 0.0% |
| Travel | $816 | $0 | $0 | $816 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $16,830 | $56,477 | reported apart | |||
| Total | $6,100,774 | 100% |
2017 · Form 990 · $5,811,030 spent · pay $420,700 · grants $4,897,294 · events $18,531
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,897,294 | $4,897,294 | - | - | 84.3% | |
| Fees: investment management | $364,536 | $364,536 | $0 | $0 | 6.3% | |
| Other salaries and wages | $205,850 | $0 | $61,938 | $143,912 | 3.5% | |
| Pay: officers, directors, trustees, key employees | $160,431 | $0 | $46,278 | $114,153 | 2.8% | |
| Fees: accounting | $39,650 | $0 | $39,650 | $0 | 0.7% | |
| Payroll taxes | $27,767 | $0 | $8,858 | $18,909 | 0.5% | |
| Advertising and promotion | $19,555 | $0 | $0 | $19,555 | 0.3% | |
| Other (as described) | Dues and Subscriptions | $19,352 | $0 | $0 | $19,352 | 0.3% |
| Conferences, conventions and meetings | $18,531 | $0 | $0 | $18,531 | 0.3% | |
| Other employee benefits | $16,414 | $0 | $7,539 | $8,875 | 0.3% | |
| Fees: other services | $11,598 | $4,400 | $6,548 | $650 | 0.2% | |
| Pension plan contributions | $10,238 | $0 | $2,109 | $8,129 | 0.2% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Fees: legal | $4,600 | $0 | $436 | $4,164 | 0.1% | |
| Other (as described) | Unrelated Business Income Taxes | $2,830 | $2,830 | $0 | $0 | 0.0% |
| Other (as described) | Miscellaneous | $1,925 | $0 | $624 | $1,301 | 0.0% |
| Fees: professional fundraisers | $1,500 | - | - | $1,500 | 0.0% | |
| Occupancy | $893 | $0 | $0 | $893 | 0.0% | |
| Travel | $577 | $0 | $0 | $577 | 0.0% | |
| Office expenses | $383 | $0 | $0 | $383 | 0.0% | |
| Other (as described) | Credit Card Fees | $6 | $0 | $0 | $6 | 0.0% |
| Total | $5,811,030 | 100% |
2016 · Form 990 · $5,846,236 spent · pay $537,216 · grants $4,890,602 · events $22,800
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,890,602 | $4,890,602 | - | - | 83.7% | |
| Other salaries and wages | $348,419 | $0 | $54,067 | $294,352 | 6.0% | |
| Fees: investment management | $254,209 | $254,209 | $0 | $0 | 4.3% | |
| Pay: officers, directors, trustees, key employees | $105,412 | $0 | $35,963 | $69,449 | 1.8% | |
| Fees: professional fundraisers | $46,000 | - | - | $46,000 | 0.8% | |
| Other employee benefits | $40,283 | $0 | $10,070 | $30,213 | 0.7% | |
| Payroll taxes | $34,442 | $0 | $6,510 | $27,932 | 0.6% | |
| Fees: accounting | $33,623 | $0 | $33,623 | $0 | 0.6% | |
| Conferences, conventions and meetings | $22,800 | $0 | $0 | $22,800 | 0.4% | |
| Advertising and promotion | $20,193 | $0 | $0 | $20,193 | 0.3% | |
| Other (as described) | Dues & Subscriptions | $12,425 | $0 | $0 | $12,425 | 0.2% |
| Fees: other services | $9,523 | $2,515 | $4,815 | $2,193 | 0.2% | |
| Pension plan contributions | $8,660 | $0 | $2,499 | $6,161 | 0.1% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Fees: legal | $4,929 | $0 | $758 | $4,171 | 0.1% | |
| Occupancy | $3,479 | - | - | $3,479 | 0.1% | |
| Other (as described) | Miscellaneous | $2,787 | $0 | $1,091 | $1,696 | 0.0% |
| Travel | $1,173 | $0 | $29 | $1,144 | 0.0% | |
| Office expenses | $177 | $0 | $0 | $177 | 0.0% | |
| Total | $5,846,236 | 100% |
2015 · Form 990 · $5,764,743 spent · pay $505,703 · grants $4,886,739 · events $31,778
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,886,739 | $4,886,739 | - | - | 84.8% | |
| Other salaries and wages | $305,218 | $0 | $53,409 | $251,809 | 5.3% | |
| Fees: investment management | $246,251 | $246,251 | $0 | $0 | 4.3% | |
| Pay: officers, directors, trustees, key employees | $119,762 | $0 | $41,298 | $78,464 | 2.1% | |
| Other employee benefits | $40,460 | $0 | $9,852 | $30,608 | 0.7% | |
| Conferences, conventions and meetings | $31,778 | $0 | $0 | $31,778 | 0.6% | |
| Fees: accounting | $30,796 | $0 | $30,796 | $0 | 0.5% | |
| Payroll taxes | $29,048 | $0 | $6,862 | $22,186 | 0.5% | |
| Advertising and promotion | $19,049 | $0 | $0 | $19,049 | 0.3% | |
| Fees: other services | $13,573 | $3,220 | $7,278 | $3,075 | 0.2% | |
| Other (as described) | Dues & Subscriptions | $13,379 | $0 | $0 | $13,379 | 0.2% |
| Pension plan contributions | $11,215 | $0 | $2,908 | $8,307 | 0.2% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Other (as described) | Miscellaneous | $3,757 | $0 | $1,431 | $2,326 | 0.1% |
| Fees: legal | $3,485 | $0 | $3,170 | $315 | 0.1% | |
| Occupancy | $1,783 | $0 | $0 | $1,783 | 0.0% | |
| Travel | $843 | $0 | $48 | $795 | 0.0% | |
| Fees: professional fundraisers | $600 | - | - | $600 | 0.0% | |
| Other (as described) | Credit Card Fees | $133 | $0 | $0 | $133 | 0.0% |
| Office expenses | $63 | $0 | $0 | $63 | 0.0% | |
| Other (as described) | Unrelated Business Income Tax | -$289 | -$289 | $0 | $0 | -0.0% |
| Total | $5,764,743 | 100% |
2014 · Form 990 · $5,528,530 spent · pay $512,674 · grants $4,551,252 · events $26,862
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,551,252 | $4,551,252 | - | - | 82.3% | |
| Other salaries and wages | $321,645 | $0 | $54,452 | $267,193 | 5.8% | |
| Fees: investment management | $251,019 | $251,019 | $0 | $0 | 4.5% | |
| Pay: officers, directors, trustees, key employees | $110,310 | - | $36,285 | $74,025 | 2.0% | |
| Fees: accounting | $46,552 | $0 | $46,552 | $0 | 0.8% | |
| Advertising and promotion | $44,268 | $0 | $0 | $44,268 | 0.8% | |
| Other employee benefits | $41,347 | $0 | $8,205 | $33,142 | 0.7% | |
| Fees: other services | $37,380 | $2,150 | $21,097 | $14,133 | 0.7% | |
| Payroll taxes | $29,130 | $0 | $6,659 | $22,471 | 0.5% | |
| Conferences, conventions and meetings | $26,862 | $0 | $0 | $26,862 | 0.5% | |
| Fees: professional fundraisers | $20,250 | - | - | $20,250 | 0.4% | |
| Other (as described) | Dues & Subscriptions | $14,339 | $0 | $0 | $14,339 | 0.3% |
| Pension plan contributions | $10,242 | $0 | $1,757 | $8,485 | 0.2% | |
| Office expenses | $7,929 | $0 | $0 | $7,929 | 0.1% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Other (as described) | Unrelated Business Income Tax | $4,527 | $4,527 | $0 | $0 | 0.1% |
| Other (as described) | Miscellaneous | $3,325 | -$28 | $1,330 | $2,023 | 0.1% |
| Travel | $308 | $0 | $29 | $279 | 0.0% | |
| Fees: legal | $301 | $0 | $0 | $301 | 0.0% | |
| Other (as described) | Credit Card Fees | $226 | $0 | $0 | $226 | 0.0% |
| Insurance | $218 | $0 | $0 | $218 | 0.0% | |
| Total | $5,528,530 | 100% |
2013 · Form 990 · $5,847,528 spent · pay $540,834 · grants $4,796,373 · events $23,972
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,796,373 | $4,796,373 | - | - | 82.0% | |
| Other salaries and wages | $326,418 | $0 | $36,694 | $289,724 | 5.6% | |
| Fees: investment management | $266,284 | $266,284 | $0 | $0 | 4.6% | |
| Pay: officers, directors, trustees, key employees | $109,209 | $0 | $36,575 | $72,634 | 1.9% | |
| Fees: other services | $91,385 | $2,560 | $0 | $88,825 | 1.6% | |
| Other employee benefits | $65,877 | $0 | $9,627 | $56,250 | 1.1% | |
| Fees: accounting | $48,305 | $0 | $48,305 | $0 | 0.8% | |
| Payroll taxes | $29,333 | $0 | $5,120 | $24,213 | 0.5% | |
| Conferences, conventions and meetings | $23,972 | $0 | $0 | $23,972 | 0.4% | |
| Office expenses | $17,983 | $0 | $36 | $17,947 | 0.3% | |
| Other (as described) | Dues & Subscriptions | $16,262 | $0 | $0 | $16,262 | 0.3% |
| Interest | $15,217 | $0 | $15,217 | $0 | 0.3% | |
| Pension plan contributions | $9,997 | $0 | $1,589 | $8,408 | 0.2% | |
| Advertising and promotion | $8,426 | $0 | $0 | $8,426 | 0.1% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Fees: professional fundraisers | $6,000 | - | - | $6,000 | 0.1% | |
| Other (as described) | Miscellaneous | $5,396 | $2,235 | $550 | $2,611 | 0.1% |
| Other (as described) | Credit Card Fees | $2,014 | $0 | $0 | $2,014 | 0.0% |
| Travel | $761 | $0 | $59 | $702 | 0.0% | |
| Occupancy | $675 | $0 | $0 | $675 | 0.0% | |
| Fees: legal | $541 | $0 | $0 | $541 | 0.0% | |
| Total | $5,847,528 | 100% |
2012 · Form 990 · $5,955,211 spent · pay $518,384 · grants $4,798,713 · events $48,485
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,798,713 | $4,798,713 | - | - | 80.6% | |
| Other salaries and wages | $320,398 | $0 | $58,041 | $262,357 | 5.4% | |
| Fees: investment management | $263,642 | $226,977 | $36,665 | $0 | 4.4% | |
| Other (as described) | Cost of sale of contributed property | $188,264 | $0 | $0 | $188,264 | 3.2% |
| Pay: officers, directors, trustees, key employees | $108,765 | $0 | $34,626 | $74,139 | 1.8% | |
| Other employee benefits | $58,442 | $0 | $13,026 | $45,416 | 1.0% | |
| Conferences, conventions and meetings | $48,485 | $0 | $0 | $48,485 | 0.8% | |
| Fees: accounting | $43,494 | $0 | $43,494 | $0 | 0.7% | |
| Payroll taxes | $30,777 | $0 | $6,524 | $24,253 | 0.5% | |
| Office expenses | $16,724 | $0 | $0 | $16,724 | 0.3% | |
| Other (as described) | Dues & Subscriptions | $15,699 | $0 | $0 | $15,699 | 0.3% |
| Other (as described) | Miscellaneous Expenses | $15,142 | $7,217 | $428 | $7,497 | 0.3% |
| Advertising and promotion | $12,730 | $0 | $0 | $12,730 | 0.2% | |
| Fees: other services | $12,145 | $2,625 | $0 | $9,520 | 0.2% | |
| Information technology | $7,100 | $0 | $7,100 | $0 | 0.1% | |
| Fees: professional fundraisers | $6,200 | - | - | $6,200 | 0.1% | |
| Fees: legal | $4,769 | $0 | $0 | $4,769 | 0.1% | |
| Occupancy | $2,195 | $0 | $0 | $2,195 | 0.0% | |
| Other (as described) | Credit Card Fees | $862 | $0 | $0 | $862 | 0.0% |
| Travel | $663 | $0 | $0 | $663 | 0.0% | |
| Pension plan contributions | $2 | $0 | $0 | $2 | 0.0% | |
| Total | $5,955,211 | 100% |
2011 · Form 990 · $5,487,326 spent · pay $556,424 · grants $4,607,711 · events $25,690
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,607,711 | $4,607,711 | - | - | 84.0% | |
| Other salaries and wages | $341,942 | $0 | $44,752 | $297,190 | 6.2% | |
| Fees: investment management | $172,697 | $172,697 | $0 | $0 | 3.1% | |
| Pay: officers, directors, trustees, key employees | $128,556 | $0 | $45,235 | $83,321 | 2.3% | |
| Other employee benefits | $48,042 | $0 | $11,704 | $36,338 | 0.9% | |
| Fees: accounting | $37,740 | $0 | $37,740 | $0 | 0.7% | |
| Payroll taxes | $31,467 | $0 | $6,559 | $24,908 | 0.6% | |
| Conferences, conventions and meetings | $25,690 | $0 | $0 | $25,690 | 0.5% | |
| Office expenses | $21,649 | $31 | $27 | $21,591 | 0.4% | |
| Fees: other services | $15,679 | $2,225 | $0 | $13,454 | 0.3% | |
| Advertising and promotion | $13,350 | $0 | $0 | $13,350 | 0.2% | |
| All other expenses | $13,247 | $0 | $290 | $12,957 | 0.2% | |
| Information technology | $9,695 | $0 | $7,100 | $2,595 | 0.2% | |
| Fees: professional fundraisers | $7,378 | - | - | $7,378 | 0.1% | |
| Pension plan contributions | $6,417 | $0 | $799 | $5,618 | 0.1% | |
| Other (as described) | Credit Card Fees | $2,636 | $0 | $0 | $2,636 | 0.0% |
| Travel | $1,913 | $0 | $0 | $1,913 | 0.0% | |
| Occupancy | $1,517 | $0 | $0 | $1,517 | 0.0% | |
| Total | $5,487,326 | 100% |
2010 · Form 990 · $4,662,897 spent · pay $269,622 · grants $4,116,467 · events $35,036
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,075,418 | $4,075,418 | - | - | 87.4% | |
| Other salaries and wages | $179,976 | $0 | $39,621 | $140,355 | 3.9% | |
| Fees: investment management | $96,721 | $96,721 | $0 | $0 | 2.1% | |
| Pay: officers, directors, trustees, key employees | $43,665 | $0 | $43,665 | $0 | 0.9% | |
| Fees: accounting | $41,414 | $0 | $41,414 | $0 | 0.9% | |
| Grants to US individuals | $41,049 | $41,049 | - | - | 0.9% | |
| Conferences, conventions and meetings | $35,036 | $0 | $0 | $35,036 | 0.8% | |
| Other employee benefits | $25,082 | $0 | $7,910 | $17,172 | 0.5% | |
| Fees: other services | $23,869 | $2,079 | $0 | $21,790 | 0.5% | |
| Office expenses | $21,372 | $0 | $0 | $21,372 | 0.5% | |
| Information technology | $16,791 | $0 | $7,100 | $9,691 | 0.4% | |
| Payroll taxes | $15,798 | $0 | $5,508 | $10,290 | 0.3% | |
| All other expenses | $13,522 | $0 | $160 | $13,362 | 0.3% | |
| Advertising and promotion | $12,613 | $0 | $0 | $12,613 | 0.3% | |
| Fees: professional fundraisers | $11,747 | - | - | $11,747 | 0.3% | |
| Pension plan contributions | $5,101 | $0 | $906 | $4,195 | 0.1% | |
| Other (as described) | Credit Card Fees | $1,865 | $0 | $0 | $1,865 | 0.0% |
| Occupancy | $1,263 | $0 | $0 | $1,263 | 0.0% | |
| Travel | $440 | $0 | $0 | $440 | 0.0% | |
| Fees: legal | $155 | $0 | $0 | $155 | 0.0% | |
| Total | $4,662,897 | 100% |
2009 · Form 990 · $4,696,823 spent · pay $253,262 · grants $4,118,482 · events $35,277
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,074,430 | $4,074,430 | - | - | 86.7% | |
| Other salaries and wages | $170,512 | - | $42,609 | $127,903 | 3.6% | |
| Fees: investment management | $97,132 | $97,132 | - | - | 2.1% | |
| Other (as described) | Receivable Write-off | $70,112 | - | $70,112 | - | 1.5% |
| Grants to US individuals | $44,052 | $44,052 | - | - | 0.9% | |
| Fees: accounting | $39,777 | - | $38,040 | $1,737 | 0.8% | |
| Pay: officers, directors, trustees, key employees | $35,627 | - | $35,627 | - | 0.8% | |
| Conferences, conventions and meetings | $35,277 | - | - | $35,277 | 0.8% | |
| Other employee benefits | $31,809 | - | $11,749 | $20,060 | 0.7% | |
| Office expenses | $21,231 | - | $250 | $20,981 | 0.5% | |
| Payroll taxes | $15,314 | - | $5,888 | $9,426 | 0.3% | |
| Advertising and promotion | $11,284 | - | - | $11,284 | 0.2% | |
| Fees: professional fundraisers | $10,809 | - | - | $10,809 | 0.2% | |
| Information technology | $10,260 | - | $5,325 | $4,935 | 0.2% | |
| Fees: other services | $9,993 | $4,368 | $5,625 | - | 0.2% | |
| All other expenses | $6,896 | $30 | - | $6,866 | 0.1% | |
| Fees: legal | $5,112 | - | - | $5,112 | 0.1% | |
| Other (as described) | CREDIT CARD FEES | $4,487 | - | - | $4,487 | 0.1% |
| Travel | $2,021 | - | $24 | $1,997 | 0.0% | |
| Occupancy | $650 | - | - | $650 | 0.0% | |
| Other (as described) | Asset Management | $38 | $38 | - | - | 0.0% |
| Total | $4,696,823 | 100% |
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