HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION
Cite this
Plain text HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2025. https://furp.org/org/954603467. Retrieved 2026-10-21.
APA furp.org. (n.d.). HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION [Nonprofit organization profile; tax years 2017–2025]. Retrieved October 21, 2026, from https://furp.org/org/954603467
MLA “HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION.” furp.org, tax years 2017–2025, https://furp.org/org/954603467. Accessed 21 Oct. 2026.
Retrieved 2026-10-21; covers tax years 2017–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $917K · expenses $445K · assets $8.1M
- Also known as
- SCHOLARSHIP FOUNDATION
- EIN
- 95-4603467
- Address
- 919 S FREMONT AVE STE 318, ALHAMBRA, CA 91803-4742
- NTEE code
- Q220
- Subsection
- 501(c)(3)
- Ruling year
- 1997
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE ORGANIZATION'S MISSION AND ACTIVITIES ARE TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS AND TO FOSTER ACADEMIC EXCELLENCE AND COMMUNITY SERVICES IN YOUTH.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 26 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
26 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 |
|---|---|---|---|---|---|
| Eric Yew | Secretary | 2017-2025 | 2 | $0 reported | 1 |
| Michael Chai | Treasurer | 2017-2025 | 2 | $0 reported | 1 |
| Evans Lam | Director | 2017-2025 | 1 | $0 reported | 1 |
| Lo Ming Lam | Director | 2021-2025 | 1 | $0 reported | 1 |
| Jason Chan | Director | 2017-2025 | 1 | $0 reported | 1 |
| Daniel Fong | Director | 2017-2025 | 1 | $0 reported | 1 |
| Albert Young | Director | 2020-2025 | 1 | $0 reported | 1 |
| Kimberly Law | Director | 2024-2025 | 1 | $0 reported | 1 |
| Miranda Hoh | Director | 2017-2025 | 1 | $0 reported | 1 |
| Rita Chung | Director | 2024-2025 | 1 | $0 reported | 1 |
| Gigi Yam | Director | 2018-2025 | 1 | $0 reported | 1 |
| Chantal Lo | Director | 2019-2025 | 1 | $0 reported | 1 |
| Simon Saeheng | Director | 2019-2025 | 1 | $0 reported | 1 |
| Josephine Yeong | Director | 2017-2025 | 1 | $0 reported | 1 |
| Peter Zen | Director | 2017-2025 | 1 | $0 reported | 1 |
| Gay Yuen | President | 2020-2025 | 2 | $0 reported | 1 |
| Hazel Chu | Vice President | 2025 | 2 | $0 reported | 1 |
| Stephanie Lee (former) | Director | 2024 | 1 | $0 reported | 1 |
| Ching Louie (former) | Director | 2017-2023 | 1 | $0 reported | 1 |
| Margaret Chiu (former) | Director | 2017-2022 | 1 | $0 reported | 1 |
| Jason Chau (former) | Treasurer | 2017-2021 | 1 | $0 reported | 1 |
| Helen Mah (former) | Director | 2020 | 1 | $0 reported | 1 |
| Roy Yan (former) | Director | 2019-2020 | 1 | $0 reported | 1 |
| Shody Chow (former) | Director | 2018-2019 | 2 | $0 reported | 1 |
| Kenneth Chan (former) | Director | 2017-2019 | 1 | $0 reported | 1 |
| Gabriel Li (former) | Treasurer | 2017 | 2 | $0 reported | 1 |
People by year
2025 · 17 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LO MING LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KIMBERLY LAW | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| HAZEL CHU | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| RITA CHUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | President | 2 | $0 | $0 | $0 | $0 | 1 |
2024 · 17 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LO MING LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KIMBERLY LAW | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE LEE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| RITA CHUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | President | 2 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 15 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LO MING LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | President | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 16 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LO MING LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | President | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 17 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| LO MING LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAU | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | President | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 18 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| HELEN MAH | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT YOUNG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAU | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | President | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROY YAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GAY YUEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 17 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SHODY CHOW | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAU | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | President | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Vice President | 1 | $0 | $0 | $0 | $0 | 1 |
| CHANTAL LO | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON SAEHENG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROY YAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 14 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | President | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| SHODY CHOW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GIGI YAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 13 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC YEW | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CHAI | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| EVANS LAM | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| GABRIEL LI | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAN | President | 2 | $0 | $0 | $0 | $0 | 1 |
| DANIEL FONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH CHAN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON CHAU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CHIU | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| MIRANDA HOH | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHING LOUIE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPHINE YEONG | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER ZEN | Director | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $916,522 | $444,824 | $8,053,533 | $7,753,634 | $468,908 | $0 | $0 | 0 | 2 |
| 2024 · Form 990 | ||||||||
| $775,462 | $255,053 | $6,978,265 | $6,832,147 | $243,750 | $0 | $0 | 0 | 2 |
| 2023 · Form 990 | ||||||||
| $392,089 | $239,758 | $6,278,153 | $6,088,276 | $104,167 | $0 | $0 | 0 | 2 |
| 2022 · Form 990 | ||||||||
| $593,605 | $193,155 | $5,743,433 | $5,512,948 | $352,745 | $0 | $0 | 0 | - |
| 2021 · Form 990 | ||||||||
| $620,287 | $469,331 | $6,460,515 | $6,159,101 | $167,566 | $0 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $316,554 | $76,435 | $5,927,686 | $5,789,186 | $67,462 | $0 | $0 | 0 | - |
| 2019 · Form 990 | ||||||||
| $828,391 | $243,874 | $5,461,339 | $5,301,617 | $558,777 | $0 | $0 | 0 | - |
| 2018 · Form 990 | ||||||||
| $380,800 | $46,853 | $4,311,904 | $4,228,078 | $114,087 | $0 | $0 | 0 | - |
| 2017 · Form 990 | ||||||||
| $336,208 | $100,611 | $4,444,467 | $4,295,467 | $167,821 | $0 | $0 | 0 | - |
Funders of this organization
8 grantors reported grants to this organization, $132,384 in all, tax years 2013 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2018-2019, 2022-2023 | 4 | $39,200 | 2023 | $10,000 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2024 | 1 | $26,100 | 2024 | $26,100 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2021, 2023-2024 | 3 | $25,000 | 2024 | $8,000 | show |
| SAMMY YUKUAN LEE FOUNDATION | Public charity | Exact | 2013 | 1 | $12,000 | 2013 | $12,000 | show |
| CATHAY BANK FOUNDATION | Private foundation | Fuzzy filed as “HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION” | 2025 | 1 | $10,000 | 2025 | $10,000 | show |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | DAF sponsor | Exact | 2020 | 1 | $10,000 | 2020 | $10,000 | show |
| TSOONG FAMILY FOUNDATION | Private foundation | Fuzzy filed as “HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION” | 2015 | 1 | $10,000 | 2015 | $10,000 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “HONG KONG SCHOOLS ALUMNI FEDERATION SCHOLARSHIP FOUNDATION” | 2020-2023 | 4 | $84 | 2023 | $29 | show |
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| SPOLETO STUDY ABROAD | NC | Q22 | $495,715 | $349,306 | CO-DIRECTOR | $0 | Same NTEE code Q22, revenue within 2x |
| ONE TO WORLD INC | NY | Q22 | $939,644 | $1,011,331 | Executive Dir. | $76,520 | Same NTEE code Q22, revenue within 2x |
| JEWISH YEAR ABROAD | NJ | Q22 | $1,061,508 | $981,186 | PRESIDENT/DIR. | $47,295 | Same NTEE code Q22, revenue within 2x |
| GEORGIA ROTARY STUDENT PROGRAM INC | GA | Q22 | $1,115,930 | $1,116,673 | EXECUTIVE DI | $117,287 | Same NTEE code Q22, revenue within 2x |
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.
2025 · Form 990 · $444,824 spent · pay $0 · grants $324,229 · events $64,686
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $324,229 | $324,229 | - | - | 72.9% | |
| Fees: management | $75,000 | - | $75,000 | - | 16.9% | |
| Fees: investment management | $35,040 | - | $35,040 | - | 7.9% | |
| Other (as described) | CREDIT CARD CHARGES | $5,000 | - | $5,000 | - | 1.1% |
| Advertising and promotion | $2,500 | - | $2,500 | - | 0.6% | |
| Insurance | $2,230 | - | $2,230 | - | 0.5% | |
| Fees: accounting | $600 | - | $600 | - | 0.1% | |
| Other (as described) | BANK CHARGES | $125 | - | $125 | - | 0.0% |
| Other (as described) | TAXES AND LICENSE | $100 | - | $100 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $113,178 | $64,686 | reported apart | |||
| Total | $444,824 | 100% |
2024 · Form 990 · $255,053 spent · pay $0 · grants $135,000 · events $63,036
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $135,000 | $135,000 | - | - | 52.9% | |
| Fees: management | $75,000 | - | $75,000 | - | 29.4% | |
| Fees: investment management | $32,217 | - | $32,217 | - | 12.6% | |
| Other (as described) | CREDIT CARD CHARGES | $6,717 | - | $6,717 | - | 2.6% |
| Advertising and promotion | $3,070 | - | $3,070 | - | 1.2% | |
| Insurance | $2,180 | - | $2,180 | - | 0.9% | |
| Fees: accounting | $600 | - | $600 | - | 0.2% | |
| Other (as described) | BANK CHARGES | $149 | - | $149 | - | 0.1% |
| Other (as described) | TAXES AND LICENSE | $120 | - | $120 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $99,500 | $63,036 | reported apart | |||
| Total | $255,053 | 100% |
2023 · Form 990 · $239,758 spent · pay $0 · grants $124,000 · events $62,606
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $124,000 | $124,000 | - | - | 51.7% | |
| Fees: management | $75,000 | - | $75,000 | - | 31.3% | |
| Fees: investment management | $28,462 | - | $28,462 | - | 11.9% | |
| Advertising and promotion | $4,500 | - | $4,500 | - | 1.9% | |
| Travel | $3,500 | - | $3,500 | - | 1.5% | |
| Insurance | $2,054 | - | $2,054 | - | 0.9% | |
| Other (as described) | CREDIT CARD CHARGE | $1,322 | - | $1,322 | - | 0.6% |
| Fees: accounting | $600 | - | $600 | - | 0.3% | |
| Other (as described) | BANK CHARGES | $190 | - | $190 | - | 0.1% |
| Other (as described) | TAXES AND LICENSE | $130 | - | $130 | - | 0.1% |
| Fundraising events Event | direct expenses; gross income $115,548 | $62,606 | reported apart | |||
| Total | $239,758 | 100% |
2022 · Form 990 · $193,155 spent · pay $0 · grants $87,000 · events $69,053
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $87,000 | $87,000 | - | - | 45.0% | |
| Fees: management | $70,000 | - | $70,000 | - | 36.2% | |
| Fees: investment management | $28,783 | - | $28,783 | - | 14.9% | |
| Other (as described) | CREDIT CARD CHARGE | $4,122 | - | $4,122 | - | 2.1% |
| Insurance | $2,054 | - | $2,054 | - | 1.1% | |
| Fees: accounting | $600 | - | $600 | - | 0.3% | |
| Fees: legal | $384 | - | $384 | - | 0.2% | |
| Other (as described) | TAXES AND LICENSE | $130 | - | $130 | - | 0.1% |
| Other (as described) | BANK CHARGES | $82 | - | $82 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $114,960 | $69,053 | reported apart | |||
| Total | $193,155 | 100% |
2021 · Form 990 · $469,331 spent · pay $0 · grants $319,000 · events $73,078
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $319,000 | $319,000 | - | - | 68.0% | |
| Fees: management | $115,000 | - | $115,000 | - | 24.5% | |
| Fees: investment management | $29,447 | - | $29,447 | - | 6.3% | |
| Other (as described) | CREDIT CARD CHARGE | $3,269 | - | $3,269 | - | 0.7% |
| Insurance | $1,950 | - | $1,950 | - | 0.4% | |
| Fees: accounting | $500 | - | $500 | - | 0.1% | |
| Other (as described) | TAXES AND LICENSE | $95 | - | $95 | - | 0.0% |
| Other (as described) | BANK CHARGES | $70 | - | $70 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $111,106 | $73,078 | reported apart | |||
| Total | $469,331 | 100% |
2020 · Form 990 · $76,435 spent · pay $0 · grants $10,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $35,000 | - | $35,000 | - | 45.8% | |
| Fees: investment management | $24,148 | - | $24,148 | - | 31.6% | |
| Grants to US individuals | $10,000 | $10,000 | - | - | 13.1% | |
| Advertising and promotion | $2,500 | - | $2,500 | - | 3.3% | |
| Insurance | $2,124 | - | $2,124 | - | 2.8% | |
| Other (as described) | CREDIT CARD CHARGE | $1,111 | - | $1,111 | - | 1.5% |
| Fees: legal | $527 | - | $527 | - | 0.7% | |
| Fees: accounting | $500 | - | $500 | - | 0.7% | |
| Other (as described) | BAD DEBT | $450 | - | $450 | - | 0.6% |
| Other (as described) | TAXES AND LICENSE | $75 | - | $75 | - | 0.1% |
| Total | $76,435 | 100% |
2019 · Form 990 · $243,874 spent · pay $0 · grants $167,000 · events $54,685
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $167,000 | $167,000 | - | - | 68.5% | |
| Fees: management | $46,212 | - | $46,212 | - | 18.9% | |
| Fees: investment management | $21,806 | - | $21,806 | - | 8.9% | |
| Advertising and promotion | $2,954 | - | $2,954 | - | 1.2% | |
| Fees: legal | $2,607 | - | $2,607 | - | 1.1% | |
| Insurance | $2,088 | - | $2,088 | - | 0.9% | |
| Fees: accounting | $500 | - | $500 | - | 0.2% | |
| Other (as described) | CREDIT CARD CHARGE | $432 | - | $432 | - | 0.2% |
| Other (as described) | TAXES AND LICENSE | $95 | - | $95 | - | 0.0% |
| Other (as described) | Printing and Publications | $83 | - | $83 | - | 0.0% |
| Other (as described) | BANK CHARGE | $75 | - | $75 | - | 0.0% |
| Interest | $22 | - | $22 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $96,656 | $54,685 | reported apart | |||
| Total | $243,874 | 100% |
2018 · Form 990 · $46,853 spent · pay $0 · grants $18,000 · events $116,761
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $21,849 | - | $21,849 | - | 46.6% | |
| Grants to US individuals | $18,000 | $18,000 | - | - | 38.4% | |
| Other (as described) | CREDIT CARD CHARGE | $3,144 | - | $3,144 | - | 6.7% |
| Insurance | $2,207 | - | $2,207 | - | 4.7% | |
| Fees: legal | $808 | - | $808 | - | 1.7% | |
| Fees: accounting | $500 | - | $500 | - | 1.1% | |
| Advertising and promotion | $200 | - | $200 | - | 0.4% | |
| Other (as described) | TAXES AND LICENSE | $115 | - | $115 | - | 0.2% |
| Other (as described) | BANK CHARGE | $30 | - | $30 | - | 0.1% |
| Fundraising events Event | direct expenses; gross income $112,785 | $116,761 | reported apart | |||
| Total | $46,853 | 100% |
2017 · Form 990 · $100,611 spent · pay $0 · grants $71,048 · events $105,047
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $71,048 | $71,048 | - | - | 70.6% | |
| Fees: management | $18,673 | - | $18,673 | - | 18.6% | |
| Fees: legal | $4,271 | - | $4,271 | - | 4.2% | |
| Other (as described) | CREDIT CARD CHARGE | $3,709 | - | $3,709 | - | 3.7% |
| Insurance | $2,207 | - | $2,207 | - | 2.2% | |
| Fees: accounting | $500 | - | $500 | - | 0.5% | |
| Office expenses | $120 | - | $120 | - | 0.1% | |
| Other (as described) | TAXES AND LICENSE | $75 | - | $75 | - | 0.1% |
| Other (as described) | BANK CHARGE | $8 | - | $8 | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $104,431 | $105,047 | reported apart | |||
| Total | $100,611 | 100% |