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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Robert H Fore Iii CHIEF FINANCIAL OFFICER (THRU 12/24)2019-2024 $359,875$1,275,408 2
Carmen Creel SECRETARY2019-2024 $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 Development2009-2013 $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) Controller2011-2013 $125,229$368,342 1
Sarah Rhyins (former) Assoc Dir of Development2009-2011 $121,029$348,648 1
Laura Simpson (former) Secretary2013-2018 $63,327$339,385 1
Jennifer F Kovacevich (former) Secretary2011-2013 $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 Development2013 $126,514$126,514 1
Fermin Nasol (former) Principal Gifts Officer2013 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Thomas E Horn TREASURER (THRU 1/25)2009-2024 5 $0 reported 7
Nancy Kukacka PRESIDENT2014-2024 5 $0 reported 2
John S Osterweis PRESIDENT EMERITUS2009-2024 2 $0 reported 2
Hilary C Pierce DIRECTOR2012-2024 2 $0 reported 1
Richard C Barker DIRECTOR (THRU 5/25)2009-2024 2 $0 reported 2
Sally X Yu DIRECTOR2021-2024 2 $0 reported 1
Susan S Briggs DIRECTOR2009-2024 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) DIRECTOR2012-2023 2 $0 reported 1
J Stuart Francis (former) VICE PRESIDENT2009-2020 5 $0 reported 2
Sally X Yu Beg 1120 (former) DIRECTOR2020 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) Director2009-2013 2 $0 reported 2
Chris Hellman (former) Director2009-2012 2 $0 reported 2
George B James (former) Director2009-2012 2 $0 reported 1
Carole Obley (former) Director2009-2011 2 $0 reported 1
John S Osterweiss (former) President Emeritus2011 2 $0 reported 1
Patricia TeRoller (former) Secretary2009-2010 5 $0 reported 1

People by year

2024 · 11 people listed · 2 paid, $476K · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H FORE III CHIEF FINANCIAL OFFICER (THRU 12/24)10 $62,445$249,779$47,651 $359,8752
CARMEN CREEL SECRETARY2 $0$105,518$10,770 $116,2881
NANCY KUKACKA PRESIDENT5 $0$0$0 $02
THOMAS E HORN TREASURER (THRU 1/25)5 $0$0$0 $07
JOHN S OSTERWEIS PRESIDENT EMERITUS2 $0$0$0 $02
ALKA SINGAL DIRECTOR (AS OF 8/24)2 $0$0$0 $01
HILARY C PIERCE DIRECTOR2 $0$0$0 $01
RICHARD C BARKER DIRECTOR (THRU 5/25)2 $0$0$0 $02
SALLY X YU DIRECTOR2 $0$0$0 $01
SUSAN S BRIGGS DIRECTOR2 $0$0$0 $02
LYNDA GUSTAFSON INTERIM CFO (THRU 9/25)0 $0$0$0 $01
2023 · 11 people listed · 3 paid, $403K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H FORE III CHIEF FINANCIAL OFFICER10 $52,647$210,589$8,248 $271,4842
CARMEN CREEL SECRETARY (AS OF 08/2023)2 $5,253$99,800$8,361 $113,4141
KATHARINE CHAMBERS SECRETARY (THRU 07/2023)2 $658$12,493$5,214 $18,3651
NANCY KUKACKA PRESIDENT5 $0$0$0 $02
THOMAS E HORN TREASURER5 $0$0$0 $07
JOHN S OSTERWEIS PRESIDENT EMERITUS2 $0$0$0 $02
HILARY C PIERCE DIRECTOR2 $0$0$0 $01
LARISSA K ROESCH DIRECTOR2 $0$0$0 $01
RICHARD C BARKER DIRECTOR2 $0$0$0 $02
SALLY X YU DIRECTOR2 $0$0$0 $01
SUSAN S BRIGGS DIRECTOR2 $0$0$0 $02
2022 · 10 people listed · 2 paid, $376K · 2 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H FORE III CHIEF FINANCIAL OFFICER10 $59,688$238,751$8,459 $306,8982
KATHARINE CHAMBERS SECRETARY2 $2,969$56,416$9,391 $68,7761
NANCY KUKACKA PRESIDENT5 $0$0$0 $02
THOMAS E HORN TREASURER5 $0$0$0 $07
JOHN S OSTERWEIS PRESIDENT EMERITUS2 $0$0$0 $02
HILARY C PIERCE DIRECTOR2 $0$0$0 $01
LARISSA K ROESCH DIRECTOR2 $0$0$0 $01
RICHARD C BARKER DIRECTOR2 $0$0$0 $02
SALLY X YU DIRECTOR2 $0$0$0 $01
SUSAN S BRIGGS DIRECTOR2 $0$0$0 $02
2021 · 11 people listed · 3 paid, $392K · 3 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H FORE III CHIEF FINANCIAL OFFICER10 $39,957$159,826$25,102 $224,8852
ELIZABETH LANI SECRETARY (THRU 08/21)28 $68,699$29,443$5,466 $103,6081
KATHARINE CHAMBERS SECRETARY (AS OF 08/21)5 $7,006$49,043$7,646 $63,6951
NANCY KUKACKA PRESIDENT5 $0$0$0 $02
JOHN S OSTERWEIS PRESIDENT EMERITUS2 $0$0$0 $02
THOMAS E HORN TREASURER5 $0$0$0 $07
HILARY C PIERCE DIRECTOR2 $0$0$0 $01
LARISSA K ROESCH DIRECTOR2 $0$0$0 $01
RICHARD C BARKER DIRECTOR2 $0$0$0 $02
SALLY X YU DIRECTOR2 $0$0$0 $01
SUSAN S BRIGGS DIRECTOR2 $0$0$0 $02
2020 · 12 people listed · 3 paid, $337K · 3 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELIZABETH LANI ASSISTANT SECRETARY28 $88,543$37,947$18,294 $144,7841
ROBERT H FORE III CHIEF FINANCIAL OFFICER10 $19,018$76,072$17,176 $112,2662
CARMEN CREEL SECRETARY5 $0$71,900$7,737 $79,6371
NANCY KUKACKA PRESIDENT5 $0$0$0 $02
JOHN S OSTERWEIS PRESIDENT EMERITUS2 $0$0$0 $02
J STUART FRANCIS VICE PRESIDENT5 $0$0$0 $02
THOMAS E HORN TREASURER5 $0$0$0 $07
HILARY C PIERCE DIRECTOR2 $0$0$0 $01
LARISSA K ROESCH DIRECTOR2 $0$0$0 $01
RICHARD C BARKER DIRECTOR2 $0$0$0 $02
SALLY X YU BEG 1120 DIRECTOR2 $0$0$0 $01
SUSAN S BRIGGS DIRECTOR2 $0$0$0 $02
2019 · 13 people listed · 3 paid, $423K · 3 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Mohr Chief Financial Officer (until April 2020)10 $0$242,981$6,298 $249,2792
Elizabeth Lani Assistant Secretary28 $0$124,848$16,161 $141,0091
Carmen Creel Secretary (starting August 2019)5 $0$32,686$21 $32,7071
James D Marver President (until June 2020)5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
J Stuart Francis Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director; President (starting June 2020)2 $0$0$0 $02
Robert H Fore III Chief Financial Officer (starting June 2020)10 $0$0$0 $02
2018 · 12 people listed · 3 paid, $466K · 3 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Mohr Chief Financial Officer10 $0$231,988$8,394 $240,3822
Elizabeth Lani Assistant Secretary28 $0$150,242$12,483 $162,7251
Laura Simpson Secretary5 $0$54,270$9,057 $63,3271
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
J Stuart Francis Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director2 $0$0$0 $02
2017 · 13 people listed · 3 paid, $335K · 3 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Mohr Chief Financial Officer10 $0$150,419$4,996 $155,4152
Elizabeth Lani Assistant Secretary28 $0$96,582$10,863 $107,4451
Laura Simpson Secretary5 $0$63,038$9,248 $72,2861
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
J Stuart Francis Vice President5 $0$0$0 $02
Hank J Holland Vice President (Board Departure March 09, 2018)5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director2 $0$0$0 $02
2016 · 14 people listed · 3 paid, $382K · 3 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kimberly Carim Chief Financial Officer (until 04/30/2017)10 $0$194,938$16,501 $211,4392
Elizabeth Lani Assistant Secretary28 $0$89,906$10,595 $100,5011
Laura Simpson Secretary5 $0$61,164$9,185 $70,3491
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
Hank J Holland Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
J Stuart Francis Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director2 $0$0$0 $02
Kevin Mohr Chief Financial Officer (As of 05/01/2017)10 $0$0$0 $02
2015 · 13 people listed · 3 paid, $367K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kimberly Carim Chief Financial Officer10 $0$189,379$13,413 $202,7922
Elizabeth Lani Assistant Secretary32 $0$85,826$10,475 $96,3011
Laura Simpson Secretary5 $0$59,638$8,414 $68,0521
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
Hank J Holland Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
J Stuart Francis Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director2 $0$0$0 $02
2014 · 13 people listed · 3 paid, $358K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kimberly Carim Chief Financial Officer10 $0$181,427$13,261 $194,6882
Elizabeth Lani Assistant Secretary32 $0$87,355$10,391 $97,7461
Laura Simpson Secretary5 $0$58,868$6,503 $65,3711
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
Hank J Holland Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
J Stuart Francis Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Nancy Kukacka Director2 $0$0$0 $02
2013 · 18 people listed · 7 paid, $952K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Flynn Director of Development22 $0$224,884$13,421 $238,3052
Kimberly Carim Chief Financial Officer10 $0$168,922$10,575 $179,4972
Jennifer J Mewha Associate Director of Development10 $0$119,096$7,418 $126,5141
Natalie Quan Controller7 $0$116,021$9,208 $125,2291
Fermin Nasol Principal Gifts Officer10 $0$110,719$9,574 $120,2931
Elizabeth Lani Assistant Secretary32 $0$82,702$8,878 $91,5801
Jennifer F Kovacevich Secretary5 $0$62,679$8,007 $70,6861
James D Marver President5 $0$0$0 $03
John S Osterweis President Emeritus2 $0$0$0 $02
Hank J Holland Vice President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Richard C Barker Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
J Stuart Francis Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
Larissa Roesch Director2 $0$0$0 $01
Robert M Smelick Director2 $0$0$0 $02
Laura Simpson Secretary0 $0$0$0 $01
2012 · 17 people listed · 5 paid, $703K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Flynn Director of Development15 $0$225,000$9,672 $234,6722
Kimberly Carim Chief Financial Officer9 $0$167,505$7,958 $175,4632
Natalie Quan Controller7 $0$116,122$7,252 $123,3741
Elizabeth Lani Assistant Secretary28 $0$89,046$7,619 $96,6651
Jennifer F Kovacevich Secretary5 $0$66,276$7,003 $73,2791
Hank J Holland Vice President2 $0$0$0 $02
George B James Director2 $0$0$0 $01
Thomas E Horn Treasurer5 $0$0$0 $07
Chris Hellman Director2 $0$0$0 $02
James D Marver President5 $0$0$0 $03
Richard C Barker Director2 $0$0$0 $02
Robert M Smelick Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
Hilary Pierce Director2 $0$0$0 $01
J Stuart Francis Director2 $0$0$0 $02
Larissa Roesch Director2 $0$0$0 $01
John S Osterweis President Emeritus2 $0$0$0 $02
2011 · 17 people listed · 6 paid, $782K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas William Flynn Director of Development15 $0$203,584$9,441 $213,0252
Kimberly O Carim Chief Financial Officer9 $0$162,921$8,236 $171,1572
Sarah Rhyins Assoc Dir of Development4 $0$113,420$7,609 $121,0291
Natalie Quan Controller7 $0$111,138$8,601 $119,7391
Elizabeth Lani Assistant Secretary28 $0$83,038$7,617 $90,6551
Jennifer F Kovacevich Secretary5 $0$58,801$7,366 $66,1671
Hank Holland Vice President2 $0$0$0 $02
George B James Director2 $0$0$0 $01
Thomas E Horn Treasurer5 $0$0$0 $07
Chris Hellman Director2 $0$0$0 $02
James D Marver President5 $0$0$0 $03
Richard C Barker Director2 $0$0$0 $02
Robert M Smelick Director2 $0$0$0 $02
Susan S Briggs Director2 $0$0$0 $02
Carole Obley Director2 $0$0$0 $01
J Stuart Francis Director2 $0$0$0 $02
John S Osterweiss President Emeritus2 $0$0$0 $01
2010 · 15 people listed · 3 paid, $457K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas William Flynn Director of Development7 $0$170,106$9,983 $180,0892
Kimberly O Carim Chief Financial Officer9 $0$150,578$9,340 $159,9182
Sarah Rhyins Assoc Dir of Development4 $0$110,110$7,027 $117,1371
Hank Holland Director2 $0$0$0 $02
John S Osterweis President5 $0$0$0 $02
George B James Director2 $0$0$0 $01
Thomas E Horn Treasurer5 $0$0$0 $07
Chris Hellman Director2 $0$0$0 $02
J Stuart Francis Vice President2 $0$0$0 $02
James D Marver Director2 $0$0$0 $03
Richard C Barker Director2 $0$0$0 $02
Robert M Smelick Director2 $0$0$0 $02
Susan Briggs Director2 $0$0$0 $02
Carole Obley Director2 $0$0$0 $01
Patricia TeRoller Secretary5 $0$0$0 $01
2009 · 15 people listed · 3 paid, $428K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS WILLIAM FLYNN DIRECTOR OF DEVELOPMENT7 $0$162,319$8,865 $171,1842
Kimberly O Carim Chief Financial Officer9 $0$138,250$8,535 $146,7852
Sarah Rhyins Assoc Dir of Development4 $0$100,230$10,252 $110,4821
Hank Holland Director2 $0$0$0 $02
John S Osterweis President5 $0$0$0 $02
Thomas E Horn Treasurer5 $0$0$0 $07
Carole Obley Director2 $0$0$0 $01
Chris Hellman Director2 $0$0$0 $02
George B James Director2 $0$0$0 $01
J Stuart Francis Vice president2 $0$0$0 $02
James D Marver Director2 $0$0$0 $03
Richard C Barker Director2 $0$0$0 $02
Robert M Smelick Director2 $0$0$0 $02
Susan Briggs Director2 $0$0$0 $02
Patricia Teroller Secretary5 $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $172K
NameLocationServicePaid
HALL CAPITAL PARTNERS LLCSAN FRANCISCO, CAINVESTMENT MANAGEMENT$172,453
2023 · 1 contractor · $268K
NameLocationServicePaid
HALL CAPITAL PARTNERS LLCSAN FRANCISCO, CAINVESTMENT MANAGEMENT$268,070
2022 · 1 contractor · $316K
NameLocationServicePaid
HALL CAPITAL PARTNERS LLCSAN FRANCISCO, CAINVESTMENT MANAGEMENT$316,478
2021 · 1 contractor · $242K
NameLocationServicePaid
HALL CAPITAL PARTNERS LLCSAN FRANCISCO, CAINVESTMENT MANAGEMENT$241,624
2020 · 1 contractor · $176K
NameLocationServicePaid
HALL CAPITAL PARTNERS LLCSAN FRANCISCO, CAINVESTMENT MANAGEMENT$176,443
2019 · 1 contractor · $218K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$217,898
2018 · 1 contractor · $234K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$234,141
2017 · 1 contractor · $196K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$195,698
2016 · 1 contractor · $189K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$188,977
2015 · 1 contractor · $187K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$187,312
2014 · 1 contractor · $220K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment Management$220,308
2013 · 1 contractor · $222K
NameLocationServicePaid
Hall Capital Partners LLCInvestment Management$221,772
2012 · 1 contractor · $160K
NameLocationServicePaid
Hall Capital Partners LLCSan Francisco, CAInvestment 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$16,556,521$11,455,755 $171,133,669$170,144,888 $1,755,918$0 $274,32706
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$57,649,644$6,199,725 $158,954,966$157,915,513 $50,984,813$0 $64,27008
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$8,228,961$11,773,497 $111,913,362$111,282,760 $475,558$0 $194,51728
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
-$5,955,633$6,671,233 $115,604,092$111,923,247 $2,333,710$0 $148,72338
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$23,966,743$6,437,041 $139,886,048$137,726,018 $746,461$0 $210,37639
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$3,698,531$5,664,457 $116,192,033$114,161,943 $499,569$0 $154,27239
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$9,282,961$6,100,774 $126,645,343$118,903,079 $2,862,691$2,400 $155,53639
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$9,093,586$5,811,030 $127,218,080$118,143,921 $5,802,173$2,325 $160,43139
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$14,006,746$5,846,236 $125,027,723$113,454,563 $11,407,598$2,200 $105,412310
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$1,294,900$5,764,743 $106,919,397$96,240,429 $1,400,042$2,075 $119,762010
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$5,938,645$5,528,530 $115,873,823$102,817,541 $3,920,686$1,600 $110,310010
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$17,057,339$5,847,528 $116,731,098$103,884,552 $4,066,194$2,000 $109,20909
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$18,845,645$5,955,211 $103,888,938$91,211,950 $7,659,753$2,775 $108,765012
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$9,761,930$5,487,326 $88,953,381$78,320,658 $5,871,700$2,450 $128,55600
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$4,470,977$4,662,897 $94,699,331$80,489,558 $1,059,034$2,500 $43,66500
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$1,903,795$4,696,823 $86,901,599$72,926,210 $578,311$2,368 $35,62700

Connected to

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

Funders of this organization

5 grantors reported grants to this organization, $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

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
SAN FRANCISCO FOUNDATION $485,0003 $200,0002022 2015, 2021-2022 DAF sponsor Exact
show
SILICON VALLEY COMMUNITY FOUNDATION $292,8572 $42,8572017 2016-2017 DAF sponsor Exact
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $180,0003 $30,0002019 2017-2019 DAF sponsor Exact
show
STERLING DONOR ADVISED FUND $65,0003 $20,0002024 2022-2024 DAF sponsor Exact
show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $10,0001 $10,0002019 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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FAIR PARK FIRSTTXA02 $21,995,243$19,520,949 INTERIM EXECUTIVE DIRECTOR$147,130 Same NTEE code A02, revenue within 2x
CHARLESTON GAILLARD MANAGEMENT CORPORATIONSCA02 $12,378,127$12,077,323 PRESIDENT & CEO$431,444 Same NTEE code A02, revenue within 2x
ALLIED MEDIA PROJECTS INCMIA02 $20,340,283$28,513,063 CRITICAL MINDED EXECUTIVE DIRECTOR$192,972 Same NTEE code A02, revenue within 2x
EXCELLENCE INITIATIVEWAA02 $19,137,359$1,527,838 PRESIDENT & TREASURER$0 Same NTEE code A02, revenue within 2x
NATIONAL ARTS STRATEGIES INCVAA02 $4,433,349$3,583,451 PRESIDENT & CEO$230,974 Same NTEE code A02, revenue within 5x
REIMAGINATION LAB INCNYA02 $4,864,956$2,005,394 CEO$384,549 Same NTEE code A02, revenue within 5x
CULTURETRUST GREATER PHILADELPHIAPAA02 $6,644,012$6,919,562 CO-EXECUTIVE DIRECTOR$110,771 Same NTEE code A02, revenue within 5x
NATIONAL YOUNGARTS FOUNDATION SUPPORTING ORGANIZATIONFLA02 $2,653,201$2,859,357 PRESIDENT OF NFAA/EXECUTIVE DIRECTOR$671,485 Same NTEE code A02, revenue within 10x
PERKINS CENTER FOR THE ARTSNJA02 $1,751,409$1,946,039 EXECUTIVE DIRECTOR$95,065 Same NTEE code A02, revenue within 10x
LIVE OAK FOUNDATION INCNCA02 $2,662,869$326,480 PRESIDENT$0 Same NTEE code A02, revenue within 10x
NATIONAL PERFORMANCE NETWORK INCLAA02 $2,339,712$4,357,163 PRESIDENT AND CEO$141,268 Same NTEE code A02, revenue within 10x
NORTH MARKET DEVELOPMENT AUTHORITY INCOHA02 $2,101,178$2,015,947 EXECUTIVE DIRECTOR$248,077 Same NTEE code A02, revenue within 10x
REINSTITUTE INCCTA02 $1,990,419$2,129,911 EXECUTIVE DIRECTOR$120,773 Same NTEE code A02, revenue within 10x
GO WORKSHOPTXA02 $1,901,418$1,886,454 EXECUTIVE DI$167,681 Same NTEE code A02, revenue within 10x
SEENFIRE FOUNDATIONCAA02 $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 DEVELOPMENTCAA02 $808,828$762,018 Deputy Director$102,597 Same NTEE code A02, revenue differs more than 10x, same state
ASSOCIATION OF PROPASAL MANAGEMENT PROFESSIONALSCAA02 $81,297$63,949 Treasurer$0 Same NTEE code A02, revenue differs more than 10x, same state
ACTIVIST FOUNDATION INCCAA02 $83,599$88,519 DIRECTOR$0 Same NTEE code A02, revenue differs more than 10x, same state
CALIFORNIA THEATER CONSORTIUM INCCAA02 $2,000$24,725 Co-Founder, Secretary, Program Manager$0 Same NTEE code A02, revenue differs more than 10x, same state
THEATRE BAY AREACAA02 $881,494$935,312 Exec Director$118,971 Same NTEE code A02, revenue differs more than 10x, same state
CHARITABLE MISSIONCAA02 $6,735$1,435 PRESIDENT$0 Same NTEE code A02, revenue differs more than 10x, same state
HUMMINGBIRD THERAPY SERVICES CHARITIESCAA02 $200,000$11,509 PRESIDENT$0 Same NTEE code A02, revenue differs more than 10x, same state
INDIE THINGS POSSIBLECAA02 $163,736$77,247 CEO$5,500 Same NTEE code A02, revenue differs more than 10x, same state
CREATIVE COPPEROPOLISCAA02 $12,503$12,274 Executive Director$0 Same NTEE code A02, revenue differs more than 10x, same state
CIRCUIT NETWORKCAA02 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $26,076,86137 7DAF sponsor2017–2024 EXCELLENCE INITIATIVE; ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY; AMERICAN CONSERVATORY THEATRE FOUNDATION and 3 more
WORLD VISION $23,261,3715 1DAF sponsor2020–2024 RIVER OF LIFE FOUNDATION
ANDREW W MELLON FOUNDATION $22,866,15037 7Private foundation2016–2024 NATIONAL PERFORMANCE NETWORK INC; ALLIED MEDIA PROJECTS INC; ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; CULTURETRUST GREATER PHILADELPHIA and 3 more
FORD FOUNDATION $22,815,000108 5Private foundation2009–2024 ALLIED MEDIA PROJECTS INC; NATIONAL PERFORMANCE NETWORK INC; CULTURETRUST GREATER PHILADELPHIA; SAN FRANCISCO JAZZ ORGANIZATION and 1 more
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO $21,935,34317 3DAF sponsor2010–2024 THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY; ALLIED MEDIA PROJECTS INC; SAN DIEGO THEATRES INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one $20,750,542104 18DAF sponsor2016–2024 ALLIED MEDIA PROJECTS INC; ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; AMERICAN CONSERVATORY THEATRE FOUNDATION; SAN FRANCISCO JAZZ ORGANIZATION and 14 more
DONOR ADVISED CHARITABLE GIVING $18,374,216120 16DAF sponsor2014–2024 ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; SAN FRANCISCO JAZZ ORGANIZATION; AMERICAN CONSERVATORY THEATRE FOUNDATION; THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY and 12 more
SAN FRANCISCO FOUNDATION funds this one $15,017,14669 9DAF sponsor2010–2024 AMERICAN CONSERVATORY THEATRE FOUNDATION; ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; SAN FRANCISCO JAZZ ORGANIZATION; THEATRE BAY AREA and 5 more
ARISON ARTS FOUNDATION $11,130,9805 1Private foundation2019–2024 NATIONAL YOUNGARTS FOUNDATION SUPPORTING ORGANIZATION
JOHN D & CATHERINE T MACARTHUR FOUNDATION $8,947,05539 3Private foundation2011–2024 ALLIED MEDIA PROJECTS INC; NATIONAL ARTS STRATEGIES INC; NATIONAL PERFORMANCE NETWORK INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM $7,539,90647 14DAF sponsor2020–2024 AMERICAN CONSERVATORY THEATRE FOUNDATION; ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; ALLIED MEDIA PROJECTS INC; THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY and 10 more
WILLIAM & FLORA HEWLETT FOUNDATION $7,129,81082 7Private foundation2010–2024 THEATRE BAY AREA; AMERICAN CONSERVATORY THEATRE FOUNDATION; SAN FRANCISCO JAZZ ORGANIZATION; ALLIED MEDIA PROJECTS INC and 3 more
NATIONAL PHILANTHROPIC TR $6,460,35972 17DAF sponsor2014–2024 SAN FRANCISCO JAZZ ORGANIZATION; CULTURETRUST GREATER PHILADELPHIA; GRAMMY MUSEUM FOUNDATION INC; THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY and 13 more
STUPSKI FOUNDATION $6,280,3257 1Private foundation2019–2022 SAN FRANCISCO JAZZ ORGANIZATION
SILICON VALLEY COMMUNITY FOUNDATION funds this one $6,101,61964 12DAF sponsor2010–2024 ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO; SAN FRANCISCO JAZZ ORGANIZATION; AMERICAN CONSERVATORY THEATRE FOUNDATION; ALLIED MEDIA PROJECTS INC and 8 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $11,455,755 spent · pay $487,229 · grants $10,280,468 · events $18,122
LineAs describedTotalProgramManagementFundraisingShare
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$11,455,755100%

View the filing

2023 · Form 990 · $6,199,725 spent · pay $277,248 · grants $5,280,468 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$6,199,725100%

View the filing

2022 · Form 990 · $11,773,497 spent · pay $361,449 · grants $10,813,438 · events $22,780
LineAs describedTotalProgramManagementFundraisingShare
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$11,773,497100%

View the filing

2021 · Form 990 · $6,671,233 spent · pay $363,066 · grants $5,370,721 · events $7,315
LineAs describedTotalProgramManagementFundraisingShare
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$6,671,233100%

View the filing

2020 · Form 990 · $6,437,041 spent · pay $416,611 · grants $4,954,344 · events $7,720
LineAs describedTotalProgramManagementFundraisingShare
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$6,437,041100%

View the filing

2019 · Form 990 · $5,664,457 spent · pay $256,065 · grants $4,794,072 · events $1,484
LineAs describedTotalProgramManagementFundraisingShare
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$5,664,457100%

View the filing

2018 · Form 990 · $6,100,774 spent · pay $280,820 · grants $5,046,520 · events $135,938
LineAs describedTotalProgramManagementFundraisingShare
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 Eventdirect expenses; gross income $16,830$56,477reported apart
Total$6,100,774100%

View the filing

2017 · Form 990 · $5,811,030 spent · pay $420,700 · grants $4,897,294 · events $18,531
LineAs describedTotalProgramManagementFundraisingShare
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$5,811,030100%

View the filing

2016 · Form 990 · $5,846,236 spent · pay $537,216 · grants $4,890,602 · events $22,800
LineAs describedTotalProgramManagementFundraisingShare
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$5,846,236100%

View the filing

2015 · Form 990 · $5,764,743 spent · pay $505,703 · grants $4,886,739 · events $31,778
LineAs describedTotalProgramManagementFundraisingShare
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$5,764,743100%

View the filing

2014 · Form 990 · $5,528,530 spent · pay $512,674 · grants $4,551,252 · events $26,862
LineAs describedTotalProgramManagementFundraisingShare
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$5,528,530100%

View the filing

2013 · Form 990 · $5,847,528 spent · pay $540,834 · grants $4,796,373 · events $23,972
LineAs describedTotalProgramManagementFundraisingShare
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$5,847,528100%

View the filing

2012 · Form 990 · $5,955,211 spent · pay $518,384 · grants $4,798,713 · events $48,485
LineAs describedTotalProgramManagementFundraisingShare
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$5,955,211100%

View the filing

2011 · Form 990 · $5,487,326 spent · pay $556,424 · grants $4,607,711 · events $25,690
LineAs describedTotalProgramManagementFundraisingShare
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$5,487,326100%

View the filing

2010 · Form 990 · $4,662,897 spent · pay $269,622 · grants $4,116,467 · events $35,036
LineAs describedTotalProgramManagementFundraisingShare
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$4,662,897100%

View the filing

2009 · Form 990 · $4,696,823 spent · pay $253,262 · grants $4,118,482 · events $35,277
LineAs describedTotalProgramManagementFundraisingShare
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$4,696,823100%

View the filing

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