LONG BEACH ROTARY SCHOLARSHIP FOUNDATION INC

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Cite this

Plain text LONG BEACH ROTARY SCHOLARSHIP FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/long-beach-rotary-scholarship-foundation-inc-956070198. Retrieved 2026-11-03.

APA furp.org. (n.d.). LONG BEACH ROTARY SCHOLARSHIP FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 3, 2026, from https://furp.org/org/long-beach-rotary-scholarship-foundation-inc-956070198

MLA “LONG BEACH ROTARY SCHOLARSHIP FOUNDATION INC.” furp.org, tax years 2009–2024, https://furp.org/org/long-beach-rotary-scholarship-foundation-inc-956070198. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $964K · expenses $752K · assets $14.4M

Also known as
FOUNDATION
EIN
95-6070198
Address
1126 QUEENS HWY, LONG BEACH, CA 90802-6331
Website
WWW.LBRSF.ORG
NTEE code
B82
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1958 (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, type iii functionally integrated
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE FINANCIAL ASSISTANCE FOR ACHIEVING STUDENTS WHO MEET ELIGIBILITY REQUIREMENTS AND ATTEND LONG BEACH CITY COLLEGE OR CALIFORNIA STATE UNIVERSITY LONG BEACH.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 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
Silvia L Totah EXECUTIVE DIRECTOR2013-2024 $78,954$502,410 1
Colleen Bragalone (former) EXEC. DIRECTOR (UNTIL 10/31/13)2009-2013 $9,763$66,037 1

Officers and directors, no compensation reported

43 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
Marcelle Epley BOARD MEMBER2015-2024 2 $0 reported 7
Frank Newell BOARD MEMBER2009-2024 2 $0 reported 3
Suny Lay Chang BOARD MEMBER2021-2024 2 $0 reported 4
Robyn Gordon-Peterson BOARD MEMBER2022-2024 2 $0 reported 5
Jean Smith SECRETARY2009-2024 2 $0 reported 6
Sumer Temple BOARD MEMBER2022-2024 2 $0 reported 4
Cam Killingsworth CHAIR2009-2024 2 $0 reported 3
Don Cochran BOARD MEMBER2011-2024 2 $0 reported 4
Jeffrey Wimbish VICE CHAIR2021-2024 2 $0 reported 2
Craig Cross BOARD MEMBER2010-2024 2 $0 reported 1
Craig Dougherty BOARD MEMBER2009-2024 2 $0 reported 1
Larry Jackson CFO2014-2024 2 $0 reported 3
Virginia Baxter BOARD MEMBER2019-2024 2 $0 reported 5
Lance Kenyon BOARD MEMBER2017-2024 2 $0 reported 2
Anthony Gales BOARD MEMBER2022-2024 2 $0 reported 3
Scott Apel BOARD MEMBER/CSULB REPRESENTATIVE2018-2024 2 $0 reported 1
Yvonne Gutierrez-Sandoval BOARD MEMBER/LBCC REPRESENTATIVE2020-2024 2 $0 reported 1
Vali Devries BOARD MEMBER2024 2 $0 reported 2
Don Rodriguez BOARD MEMBER2024 2 $0 reported 2
Robert Luskin (former) BOARD MEMBER2015-2023 2 $0 reported 3
Mark Schneider (former) BOARD MEMBER2009-2022 2 $0 reported 1
Mark Curtis (former) BOARD MEMBER2010-2022 2 $0 reported 2
Robert Steuber (former) CFO UNTIL 06/20222015-2021 2 $0 reported 1
Jeff Wimbish (former) BOARD MEMBER2015-2020 2 $0 reported 1
Jane Netherton (former) PAST CHAIR2009-2019 2 $0 reported 9
James Mills-Winkler (former) BOARD MEMBER2019 2 $0 reported 1
Marcia Parker (former) BOARD MEMBER/LBCC REPRESENTATIVE2018-2019 2 $0 reported 1
Ginny Baxter (former) BOARD MEMBER2017-2018 2 $0 reported 2
Jim Mills-Winkler (former) BOARD MEMBER2015-2018 2 $0 reported 1
Bob Steuber (former) BOARD MEMBER2011-2017 2 $0 reported 1
Gail Schwandner (former) SECRETARY2014-2016 2 $0 reported 7
Gerald Lane (former) BOARD MEMBER2015-2016 2 $0 reported 1
Bob Luskin (former) BOARD MEMBER2009-2014 2 $0 reported 4
James Worsham (former) CFO2011-2014 2 $0 reported 3
Jerry Lane (former) BOARD MEMBER2009-2014 2 $0 reported 1
Steve Shaw (former) BOARD MEMBER2009-2013 2 $0 reported 3
Dr Tom Clark (former) BOARD MEMBER2009-2013 2 $0 reported 2
Jim Worsham (former) CFO2009-2010 2 $0 reported 3
Bob Alban (former) BOARD MEMBER2009-2010 2 $0 reported 1
Earl Marks - 332011 (former) BOARD MEMBER2010 2 $0 reported 1
Jim Blackburn (former) Board Member2009 2 $0 reported 1
John Higginson (former) Board Member2009 2 $0 reported 1
Earl Marks (former) Board Member2009 2 $0 reported 1

People by year

2024 · 20 people listed · 1 paid, $79K · 1 employee · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $74,986$0$3,968 $78,9541
CAM KILLINGSWORTH CHAIR2 $0$0$0 $03
JEFFREY WIMBISH VICE CHAIR2 $0$0$0 $02
LARRY JACKSON CFO2 $0$0$0 $03
JEAN SMITH SECRETARY2 $0$0$0 $06
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
CRAIG DOUGHERTY BOARD MEMBER2 $0$0$0 $01
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
FRANK NEWELL BOARD MEMBER2 $0$0$0 $03
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBYN GORDON-PETERSON BOARD MEMBER2 $0$0$0 $05
SUNY LAY CHANG BOARD MEMBER2 $0$0$0 $04
SUMER TEMPLE BOARD MEMBER2 $0$0$0 $04
ANTHONY GALES BOARD MEMBER2 $0$0$0 $03
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
VALI DEVRIES BOARD MEMBER2 $0$0$0 $02
DON RODRIGUEZ BOARD MEMBER2 $0$0$0 $02
2023 · 19 people listed · 1 paid, $61K · 0 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $60,572$0$0 $60,5721
CAM KILLINGSWORTH CHAIR2 $0$0$0 $03
DON COCHRAN VICE CHAIR2 $0$0$0 $04
JEFFREY WIMBISH CFO2 $0$0$0 $02
JEAN SMITH SECRETARY2 $0$0$0 $06
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
CRAIG DOUGHERTY BOARD MEMBER2 $0$0$0 $01
LARRY JACKSON BOARD MEMBER2 $0$0$0 $03
FRANK NEWELL BOARD MEMBER2 $0$0$0 $03
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBYN GORDON-PETERSON BOARD MEMBER2 $0$0$0 $05
SUNY LAY CHANG BOARD MEMBER2 $0$0$0 $04
SUMER TEMPLE BOARD MEMBER2 $0$0$0 $04
ANTHONY GALES BOARD MEMBER2 $0$0$0 $03
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
2022 · 21 people listed · 1 paid, $57K · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $57,060$0$0 $57,0601
JEFFREY WIMBISH CFO2 $0$0$0 $02
CAM KILLINGSWORTH CHAIR2 $0$0$0 $03
ROBYN GORDON-PETERSON VICE CHAIR2 $0$0$0 $05
SUNY LAY CHANG SECRETARY2 $0$0$0 $04
LARRY JACKSON PAST CHAIR2 $0$0$0 $03
CRAIG CROSS PAST CHAIR2 $0$0$0 $01
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
SUMER TEMPLE BOARD MEMBER2 $0$0$0 $04
ANTHONY GALES BOARD MEMBER2 $0$0$0 $03
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
2021 · 19 people listed · 1 paid, $54K · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $54,360$0$0 $54,3601
LARRY JACKSON CHAIR2 $0$0$0 $03
CAM KILLINGSWORTH VICE CHAIR2 $0$0$0 $03
ROBERT STEUBER CFO UNTIL 06/20222 $0$0$0 $01
JEFFREY WIMBISH CFO2 $0$0$0 $02
MARCELLE EPLEY SECRETARY2 $0$0$0 $07
CRAIG CROSS PAST CHAIR2 $0$0$0 $01
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
SUNY LAY CHANG BOARD MEMBER2 $0$0$0 $04
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
2020 · 18 people listed · 1 paid, $54K · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $53,610$0$0 $53,6101
CRAIG CROSS CHAIR2 $0$0$0 $01
LARRY JACKSON VICE CHAIR2 $0$0$0 $03
ROBERT STEUBER CFO2 $0$0$0 $01
MARK CURTIS SECRETARY2 $0$0$0 $02
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
SCOTT APEL BOARD MEMBER/CSULB REPRESE2 $0$0$0 $01
YVONNE GUTIERREZ-SANDOVAL BOARD MEMBER/LBCC REPRESEN2 $0$0$0 $01
2019 · 20 people listed · 1 paid, $40K · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $40,410$0$0 $40,4101
CRAIG CROSS CHAIR2 $0$0$0 $01
LARRY JACKSON VICE CHAIR2 $0$0$0 $03
ROBERT STEUBER CFO2 $0$0$0 $01
MARK CURTIS SECRETARY2 $0$0$0 $02
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
JANE NETHERTON PAST CHAIR2 $0$0$0 $09
VIRGINIA BAXTER BOARD MEMBER2 $0$0$0 $05
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
JAMES MILLS-WINKLER BOARD MEMBER2 $0$0$0 $01
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
MARCIA PARKER BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
2018 · 20 people listed · 1 paid, $37K · 0 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $37,207$0$0 $37,2071
CRAIG CROSS CHAIR2 $0$0$0 $01
ROBERT STEUBER VICE-CHAIR2 $0$0$0 $01
MARK CURTIS CFO2 $0$0$0 $02
LARRY JACKSON SECRETARY2 $0$0$0 $03
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
JANE NETHERTON PAST CHAIR2 $0$0$0 $09
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
GINNY BAXTER BOARD MEMBER2 $0$0$0 $02
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
JIM MILLS-WINKLER BOARD MEMBER2 $0$0$0 $01
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
SCOTT APEL BOARD MEMBER/CSULB REPRESENTATIVE2 $0$0$0 $01
MARCIA PARKER BOARD MEMBER/LBCC REPRESENTATIVE2 $0$0$0 $01
2017 · 18 people listed · 1 paid, $36K · 0 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $35,640$0$0 $35,6401
JANE NETHERTON CHAIR2 $0$0$0 $09
CRAIG CROSS VICE-CHAIR2 $0$0$0 $01
MARK CURTIS CFO2 $0$0$0 $02
LARRY JACKSON SECRETARY2 $0$0$0 $03
FRANK NEWELL BOARD MEMBER2 $0$0$0 $03
CRAIG DOUGHERTY BOARD MEMBER2 $0$0$0 $01
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
GINNY BAXTER BOARD MEMBER2 $0$0$0 $02
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
LANCE KENYON BOARD MEMBER2 $0$0$0 $02
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
JIM MILLS-WINKLER BOARD MEMBER2 $0$0$0 $01
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
2016 · 18 people listed · 1 paid, $32K · 0 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $32,248$0$0 $32,2481
JANE NETHERTON CHAIR2 $0$0$0 $09
CRAIG CROSS VICE-CHAIR2 $0$0$0 $01
MARK CURTIS CFO2 $0$0$0 $02
GAIL SCHWANDNER SECRETARY2 $0$0$0 $07
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LARRY JACKSON BOARD MEMBER2 $0$0$0 $03
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
GERALD LANE BOARD MEMBER2 $0$0$0 $01
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
JIM MILLS-WINKLER BOARD MEMBER2 $0$0$0 $01
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
2015 · 18 people listed · 1 paid, $25K · 0 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR15 $25,313$0$0 $25,3131
JANE NETHERTON CHAIR2 $0$0$0 $09
CRAIG CROSS VICE-CHAIR2 $0$0$0 $01
MARK CURTIS CFO2 $0$0$0 $02
GAIL SCHWANDNER SECRETARY2 $0$0$0 $07
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY PAST CHAIR2 $0$0$0 $01
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
MARCELLE EPLEY BOARD MEMBER2 $0$0$0 $07
LARRY JACKSON BOARD MEMBER2 $0$0$0 $03
CAM KILLINGSWORTH BOARD MEMBER2 $0$0$0 $03
GERALD LANE BOARD MEMBER2 $0$0$0 $01
ROBERT LUSKIN BOARD MEMBER2 $0$0$0 $03
JIM MILLS-WINKLER BOARD MEMBER2 $0$0$0 $01
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
ROBERT STEUBER BOARD MEMBER2 $0$0$0 $01
JEFF WIMBISH BOARD MEMBER2 $0$0$0 $01
2014 · 16 people listed · 1 paid, $22K · 0 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SILVIA L TOTAH EXECUTIVE DIRECTOR10 $21,733$0$0 $21,7331
CRAIG DOUGHERTY CHAIR2 $0$0$0 $01
CAM KILLINGSWORTH VICE-CHAIR2 $0$0$0 $03
JAMES WORSHAM CFO2 $0$0$0 $03
MARK SCHNEIDER SECRETARY2 $0$0$0 $01
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
JERRY LANE BOARD MEMBER2 $0$0$0 $01
BOB LUSKIN BOARD MEMBER2 $0$0$0 $04
JANE NETHERTON BOARD MEMBER2 $0$0$0 $09
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
LARRY JACKSON BOARD MEMBER2 $0$0$0 $03
GAIL SCHWANDNER BOARD MEMBER2 $0$0$0 $07
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
2013 · 17 people listed · 2 paid, $15K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
COLLEEN BRAGALONE EXEC. DIRECTOR (UNTIL 10/31/13)2 $9,763$0$0 $9,7631
SILVIA L TOTAH EXECUTIVE DIRECTOR2 $5,303$0$0 $5,3031
CRAIG DOUGHERTY CHAIR2 $0$0$0 $01
CAM KILLINGSWORTH VICE-CHAIR2 $0$0$0 $03
JAMES WORSHAM CFO2 $0$0$0 $03
MARK SCHNEIDER SECRETARY2 $0$0$0 $01
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
TOM CLARK BOARD MEMBER2 $0$0$0 $02
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
JERRY LANE BOARD MEMBER2 $0$0$0 $01
BOB LUSKIN BOARD MEMBER2 $0$0$0 $04
JANE NETHERTON BOARD MEMBER2 $0$0$0 $09
STEVE SHAW BOARD MEMBER2 $0$0$0 $03
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
2012 · 16 people listed · 1 paid, $14K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
COLLEEN BRAGALONE EXECUTIVE DIRECTOR2 $14,163$0$0 $14,1631
CRAIG DOUGHERTY CHAIR2 $0$0$0 $01
CAM KILLINGSWORTH VICE-CHAIR2 $0$0$0 $03
JAMES WORSHAM CFO2 $0$0$0 $03
MARK SCHNEIDER SECRETARY2 $0$0$0 $01
FRANK NEWELL PAST CHAIR2 $0$0$0 $03
TOM CLARK BOARD MEMBER2 $0$0$0 $02
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
JERRY LANE BOARD MEMBER2 $0$0$0 $01
BOB LUSKIN BOARD MEMBER2 $0$0$0 $04
JANE NETHERTON BOARD MEMBER2 $0$0$0 $09
STEVE SHAW BOARD MEMBER2 $0$0$0 $03
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
2011 · 16 people listed · 1 paid, $15K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
COLLEEN BRAGALONE EXECUTIVE DIRECTOR2 $14,575$0$0 $14,5751
FRANK NEWELL CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY VICE-CHAIR2 $0$0$0 $01
JAMES WORSHAM CFO2 $0$0$0 $03
CAM KILLINGSWORTH SECRETARY2 $0$0$0 $03
BOB LUSKIN BOARD MEMBER2 $0$0$0 $04
TOM CLARK BOARD MEMBER2 $0$0$0 $02
DON COCHRAN BOARD MEMBER2 $0$0$0 $04
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
JERRY LANE BOARD MEMBER2 $0$0$0 $01
JANE NETHERTON BOARD MEMBER2 $0$0$0 $09
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
STEVE SHAW BOARD MEMBER2 $0$0$0 $03
JEAN SMITH BOARD MEMBER2 $0$0$0 $06
BOB STEUBER BOARD MEMBER2 $0$0$0 $01
2010 · 16 people listed · 1 paid, $14K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
COLLEEN BRAGALONE EXECUTIVE DIRECTOR2 $13,768$0$0 $13,7681
FRANK NEWELL CHAIR2 $0$0$0 $03
CRAIG DOUGHERTY VICE-CHAIR2 $0$0$0 $01
JIM WORSHAM CFO2 $0$0$0 $03
CAM KILLINGSWORTH SECRETARY2 $0$0$0 $03
JERRY LANE BOARD MEMBER2 $0$0$0 $01
BOB ALBAN BOARD MEMBER2 $0$0$0 $01
TOM CLARK BOARD MEMBER2 $0$0$0 $02
CRAIG CROSS BOARD MEMBER2 $0$0$0 $01
MARK CURTIS BOARD MEMBER2 $0$0$0 $02
JANE NETHERTON BOARD MEMBER2 $0$0$0 $09
MARK SCHNEIDER BOARD MEMBER2 $0$0$0 $01
STEVE SHAW BOARD MEMBER2 $0$0$0 $03
JEAN BIXBY SMITH BOARD MEMBER2 $0$0$0 $06
EARL MARKS - 332011 BOARD MEMBER2 $0$0$0 $01
BOB LUSKIN PAST CHAIR2 $0$0$0 $04
2009 · 16 people listed · 1 paid, $14K · 0 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
colleen bragalone executive director2 $13,768$0$0 $13,7681
Frank Newell Chair2 $0$0$0 $03
Craig Dougherty Vice-Chair2 $0$0$0 $01
Cam Killingsworth Secretary2 $0$0$0 $03
Jim Worsham CFO2 $0$0$0 $03
Bob Luskin Past Chair2 $0$0$0 $04
Bob Alban Board Member2 $0$0$0 $01
Jim Blackburn Board Member2 $0$0$0 $01
Tom Clark Board Member2 $0$0$0 $02
John Higginson Board Member2 $0$0$0 $01
Jerry Lane Board Member2 $0$0$0 $01
Earl Marks Board Member2 $0$0$0 $01
Jane Netherton Board Member2 $0$0$0 $09
Mark Schneider Board Member2 $0$0$0 $01
Steve Shaw Board Member2 $0$0$0 $03
Jean Bixby Smith Board Member2 $0$0$0 $06

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

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

2011 · 2 grants to organizations · $279K
2010 · 2 grants to organizations · $224K
2009 · 1 grant to organizations · $167K

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 ↗
$964,078$751,924 $14,421,682$14,279,393 $200,299$0 $78,954119
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$1,110,609$652,860 $13,352,066$13,334,086 $208,859$0 $60,572018
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$691,317$597,270 $12,082,062$12,061,118 $123,779$0 $59,024020
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$663,271$540,850 $11,370,327$11,356,137 $217,425$0 $53,550020
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$755,009$528,266 $12,880,762$12,867,082 $260,359$0 $52,470020
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$767,509$467,630 $10,157,138$10,142,675 $101,868$0 $49,770020
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$633,023$451,237 $9,904,874$9,891,052 $134,780$0 $41,635019
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$514,968$491,486 $9,456,525$9,430,938 $72,107$0 $34,183017
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$349,475$458,406 $9,044,281$9,027,849 $43,780$0 $35,223017
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$1,050,246$448,078 $8,530,314$8,516,634 $122,500$0 $29,484017
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$712,365$430,110 $8,531,108$8,517,428 $131,980$0 $23,041017
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$516,358$364,567 $8,670,819$8,602,439 $24,251$0 $17,976015
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$626,359$346,228 $7,847,054$7,808,074 $100,820$0 $13,962015
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$405,035$347,003 $7,278,106$7,264,426 $115,665$0 $15,263015
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$1,802,131$280,117 $7,320,084$7,306,404 $1,375,430$0 $14,275015
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$317,746$225,379 $5,228,955$5,215,275 $1,000$0 $11,160015

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

2 grantors reported grants to this organization, $157,200 in all, tax years 2018 to 2021. 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
GATES FAMILY FOUNDATION Private foundation Fuzzy filed as “Long Beach Rotary Scholarship Foundation Inc” 2021 1$100,000 2021$100,000
show
LONG BEACH COMMUNITY FOUNDATION DAF sponsor Exact 2018 1$57,200 2018$57,200
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
LARRAINE SEGIL SCHOLARS FOUNDATIONCAB82 $1,274,936$570,504 Chairman$0 Same NTEE code B82, revenue within 2x, same state
KENNEDY KING MEMORIAL COLLEGE SCHOLARSHIP FUNDCAB82 $724,654$528,661 Co-President$0 Same NTEE code B82, revenue within 2x, same state
SENTINELS OF FREEDOM SCHOLARSHIPFOUNDATIONCAB82 $1,185,685$1,199,778 President & CEO$153,039 Same NTEE code B82, revenue within 2x, same state
INSTITUTE FOR EDUCATION RESEARCH & SCHOLARSHIPSCAB82 $1,468,485$1,371,867 President$0 Same NTEE code B82, revenue within 2x, same state
CPI FOUNDATION INCCAB82 $1,227,097$1,128,997 VICE PRESIDE$184,439 Same NTEE code B82, revenue within 2x, same state
CTA FOUNDATION FOR TEACHING AND LEARNINGCAB82 $1,359,979$3,223,279 PRESIDENT$421,984 Same NTEE code B82, revenue within 2x, same state
SIAS UNIVERSITY FOUNDATIONCAB82 $1,035,000$155,471 Member$0 Same NTEE code B82, revenue within 2x, same state
SEQUOIA HIGH SCHOOL EDUCATION FOUNDATIONCAB82 $1,021,113$1,059,299 Foundation Manager$46,252 Same NTEE code B82, revenue within 2x, same state
GUILD GIVING FOUNDATIONCAB82 $819,414$1,232,210 CFO$0 Same NTEE code B82, revenue within 2x, same state
GOLDEN WEST COLLEGE FOUNDATIONCAB82 $1,351,453$486,984 Exec. Director (7/2024- 12/2024)$105,656 Same NTEE code B82, revenue within 2x, same state
YONSEI SARANG FOUNDATIONCAB82 $806,000$800,080 CEO$0 Same NTEE code B82, revenue within 2x, same state
ROTARY INTERNATIONAL DISTRICT 5280 CHARITABLE FOUNDATIONCAB82 $1,330,698$420,162 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
MARIO PEDROZZI SCHOLARSHIP FOUNDATIONCAB82 $732,380$765,135 Executive Dir.$157,167 Same NTEE code B82, revenue within 2x, same state
LYCEUM FOUNDATIONCAB82 $1,051,583$1,016,264 Director$60,000 Same NTEE code B82, revenue within 2x, same state
HANLIN FOUNDATIONCAB82 $1,148,184$1,129,013 PRESIDENT$23,000 Same NTEE code B82, revenue within 2x, same state
SAPOLU DESTINED ACADEMY FOUNDATIONCAB82 $1,009,290$1,018,519 CHIEF EXECUTIVE OFFICER$0 Same NTEE code B82, revenue within 2x, same state
UNIVERSITY CLUB OF PALO ALTO SCHOLARSHIP FUNDCAB82 $672,605$194,108 Trustee$0 Same NTEE code B82, revenue within 2x, same state
CONEJO SCHOOLS FOUNDATIONCAB82 $715,116$864,433 EXECUTIVE DI$92,908 Same NTEE code B82, revenue within 2x, same state
DSLIM FOUNDATIONCAB82 $1,003,511$9,000 CEO$0 Same NTEE code B82, revenue within 2x, same state
PACIFIC AMERICAN EDUCATION AND SCHOLASTIC FOUNDATIONCAB82 $1,327,723$1,467,554 EXECUTIVE DIRECTOR$15,120 Same NTEE code B82, revenue within 2x, same state
TAIWANESE AMERICAN SCHOLARSHIP FUNDCAB82 $670,924$664,668 Director$0 Same NTEE code B82, revenue within 2x, same state
CALIFORNIA HISPANIC CHAMBERS OF COMMERCE FOUNDATIONCAB82 $912,599$887,601 CEO$161,629 Same NTEE code B82, revenue within 2x, same state
CALIFORNIA EASTERN STAR FOUNDATIONCAB82 $1,307,255$280,752 GRAND PATRON$0 Same NTEE code B82, revenue within 2x, same state
VIDA VALIENTE FOUNDATIONCAB82 $1,036,386$744,376 CEO$0 Same NTEE code B82, revenue within 2x, same state
HERITAGE GROCERS GIVING FOUNDATIONCAB82 $1,127,488$964,065 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SAN FRANCISCO FOUNDATION DAF sponsor$4,988,77018 52010–2024 GEORGE WASHINGTON HIGH SCHOOL ALUMNI ASSOCIATION; FARM BUREAU FOUNDATION OF SONOMA COUNTY; ARMY SCHOLARSHIP FOUNDATION INC; LARRAINE SEGIL SCHOLARS FOUNDATION and 1 more
THE SAN DIEGO FOUNDATION DAF sponsor$4,823,64735 82011–2024 VAPA FOUNDATION; ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC; ASIAN BUSINESS ASSOCIATION FOUNDATION; KYOTO SYMPOSIUM ORGANIZATION and 4 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$3,451,518106 282014–2024 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION; SENTINELS OF FREEDOM SCHOLARSHIPFOUNDATION; IRANIAN SCHOLARSHIP FUND; AVANTI FELLOWS USA and 24 more
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC DAF sponsor$2,883,07882 12010–2024 GREENWICH SCHOLARSHIP ASSOCIATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,767,266108 322016–2024 IRANIAN SCHOLARSHIP FUND; LIDE HAITI; REDWOOD MEMORIAL FOUNDATION; SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION and 28 more
FORGOOD INC DAF sponsor$2,504,04443 72010–2024 BALI CHILDRENS PROJECT; KENNEDY KING MEMORIAL COLLEGE SCHOLARSHIP FUND; ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC; SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION and 3 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,021,37371 292019–2025 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION; DREAM VOLUNTEERS; ANCHOR SCHOLARSHIP FOUNDATION; AVANTI FELLOWS USA and 25 more
LEICHTAG FOUNDATION Private foundation$2,004,4508 12017–2020 SAN MARCOS PROMISE
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,736,24032 92010–2024 SENTINELS OF FREEDOM SCHOLARSHIPFOUNDATION; INSTITUTE FOR EDUCATION RESEARCH & SCHOLARSHIPS; SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION; DREAM VOLUNTEERS and 5 more
EUSTACE-KWAN FAMILY FOUNDATION Private foundation$1,560,0007 12013–2020 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION
AMARILLO AREA FOUNDATION INC DAF sponsor$1,545,7296 12016–2022 GRUVER FARM SCHOLARSHIP FOUNDATION
ROBERT A WELCH FOUNDATION 062491 Private foundation$1,207,6795 12019–2024 TEXAS INTERSCHOLASTIC LEAGUE FOUNDATION
SAMUELI FOUNDATION Private foundation$1,170,0001 12024–2024 GOLDEN WEST COLLEGE FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$962,72519 72017–2024 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION; UNIT SCHOLARSHIP FUND INC; BALI CHILDRENS PROJECT; LIDE HAITI and 3 more
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$945,94918 42010–2024 VAPA FOUNDATION; SAN MARCOS PROMISE; KYOTO SYMPOSIUM ORGANIZATION; AARON PRICE FELLOWS FOUNDATION

The full list · all similar organizations

Where the money went

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

2024 · Form 990 · $751,924 spent · pay $86,750 · grants $444,950 · events $16,415
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $444,950$444,950-- 59.2%
Pay: officers, directors, trustees, key employees $78,954-$78,954- 10.5%
Fees: legal $77,129-$77,129- 10.3%
Fees: investment management $66,844-$66,844- 8.9%
Fees: accounting $32,508-$32,508- 4.3%
Other (as described) EventEVENT EXPENSE $15,661-$15,661- 2.1%
Office expenses $14,408-$14,408- 1.9%
Insurance $8,154-$8,154- 1.1%
Payroll taxes $6,258-$6,258- 0.8%
Fees: other services $2,152-$2,152- 0.3%
Other (as described)INTERN $1,754-$1,754- 0.2%
Other salaries and wages $1,538-$1,538- 0.2%
Conferences, conventions and meetings $754-$754- 0.1%
Advertising and promotion $500-$500- 0.1%
Information technology $360-$360- 0.0%
Total$751,924100%

View the filing

2023 · Form 990 · $652,860 spent · pay $74,046 · grants $433,099 · events $15,797
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $433,099$433,099-- 66.3%
Pay: officers, directors, trustees, key employees $60,572-$60,572- 9.3%
Fees: investment management $59,021-$59,021- 9.0%
Fees: accounting $24,842-$24,842- 3.8%
Other (as described)OTHER EXPENSE $17,700-$17,700- 2.7%
Other (as described) EventEVENT EXPENSE $13,810-$13,810- 2.1%
Office expenses $13,158-$13,158- 2.0%
Other salaries and wages $7,674-$7,674- 1.2%
Insurance $7,282-$7,282- 1.1%
Payroll taxes $5,800-$5,800- 0.9%
Occupancy $5,500-$5,500- 0.8%
Fees: other services $2,055-$2,055- 0.3%
Conferences, conventions and meetings $1,987-$1,987- 0.3%
Information technology $360-$360- 0.1%
Total$652,860100%

View the filing

2022 · Form 990 · $597,270 spent · pay $59,024 · grants $418,132 · events $16,972
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $418,132$418,132-- 70.0%
Pay: officers, directors, trustees, key employees $59,024-$59,024- 9.9%
Fees: investment management $55,146-$55,146- 9.2%
Fees: accounting $22,935-$22,935- 3.8%
Other (as described) EventEVENT EXPENSE $15,437-$15,437- 2.6%
Other (as described)LICENSE AND FILING FEES $10,289-$10,289- 1.7%
Insurance $7,869-$7,869- 1.3%
Office expenses $5,583-$5,583- 0.9%
Conferences, conventions and meetings $1,535-$1,535- 0.3%
Other (as described)FOREIGN TAXES $1,300-$1,300- 0.2%
Other (as described)BANK CHARGES $20-$20- 0.0%
Total$597,270100%

View the filing

2021 · Form 990 · $540,850 spent · pay $53,550 · grants $367,250 · events $9,466
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $367,250$367,250-- 67.9%
Fees: investment management $62,067-$62,067- 11.5%
Pay: officers, directors, trustees, key employees $53,550-$53,550- 9.9%
Fees: accounting $20,826-$20,826- 3.9%
Other (as described)LICENSE AND FILING FEES $9,118-$9,118- 1.7%
Other (as described) EventEVENT EXPENSE $8,533-$8,533- 1.6%
Insurance $6,726-$6,726- 1.2%
Office expenses $4,081-$4,081- 0.8%
Fees: legal $3,945-$3,945- 0.7%
Information technology $2,308-$2,308- 0.4%
Other (as described)FOREIGN TAXES $1,168-$1,168- 0.2%
Conferences, conventions and meetings $933-$933- 0.2%
Advertising and promotion $300-$300- 0.1%
Other (as described)BANK CHARGES $45-$45- 0.0%
Total$540,850100%

View the filing

2020 · Form 990 · $528,266 spent · pay $52,470 · grants $344,853 · events $4,519
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $344,853$344,853-- 65.3%
Fees: investment management $54,879-$54,879- 10.4%
Pay: officers, directors, trustees, key employees $52,470-$52,470- 9.9%
Fees: legal $32,046-$32,046- 6.1%
Fees: accounting $24,368-$24,368- 4.6%
Insurance $6,695-$6,695- 1.3%
Information technology $5,510-$5,510- 1.0%
Other (as described) EventEVENT EXPENSE $3,980-$3,980- 0.8%
Other (as described)FOREIGN TAXES $1,180-$1,180- 0.2%
Other (as described)LICENSE AND FILING FEES $1,017-$1,017- 0.2%
Office expenses $694-$694- 0.1%
Conferences, conventions and meetings $539-$539- 0.1%
Other (as described)BANK CHARGES $35-$35- 0.0%
Total$528,266100%

View the filing

2019 · Form 990 · $467,630 spent · pay $49,770 · grants $330,050 · events $6,352
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $330,050$330,050-- 70.6%
Pay: officers, directors, trustees, key employees $49,770-$49,770- 10.6%
Fees: investment management $47,483-$47,483- 10.2%
Fees: accounting $19,875-$19,875- 4.3%
Insurance $7,266-$7,266- 1.6%
Other (as described) EventEVENT EXPENSE $6,029-$6,029- 1.3%
Information technology $2,849-$2,849- 0.6%
Other (as described)FOREIGN TAXES $1,329-$1,329- 0.3%
Office expenses $964-$964- 0.2%
Other (as described)LICENSE AND FILING FEES $954-$954- 0.2%
Other (as described)BANK CHARGES $738-$738- 0.2%
Conferences, conventions and meetings $323-$323- 0.1%
Total$467,630100%

View the filing

2018 · Form 990 · $451,237 spent · pay $41,635 · grants $320,050 · events $4,159
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $320,050$320,050-- 70.9%
Fees: investment management $44,956-$44,956- 10.0%
Pay: officers, directors, trustees, key employees $41,635-$41,635- 9.2%
Fees: accounting $21,632-$21,632- 4.8%
Insurance $9,961-$9,961- 2.2%
Information technology $3,753-$3,753- 0.8%
Conferences, conventions and meetings $2,784-$2,784- 0.6%
Office expenses $1,888-$1,888- 0.4%
Other (as described)FOREIGN TAXES $1,698-$1,698- 0.4%
Other (as described) EventEVENT EXPENSE $1,375-$1,375- 0.3%
Other (as described)LICENSE AND FILING FEES $822-$822- 0.2%
Advertising and promotion $304-$304- 0.1%
Depreciation and depletion $204-$204- 0.0%
Other (as described)BANK CHARGES $175-$175- 0.0%
Total$451,237100%

View the filing

2017 · Form 990 · $491,486 spent · pay $34,183 · grants $382,931 · events $1,519
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $382,931$382,931-- 77.9%
Fees: investment management $45,665-$45,665- 9.3%
Pay: officers, directors, trustees, key employees $34,183-$34,183- 7.0%
Fees: accounting $20,180-$20,180- 4.1%
Information technology $3,868-$3,868- 0.8%
Conferences, conventions and meetings $1,260-$1,260- 0.3%
Office expenses $1,221-$1,221- 0.2%
Other (as described)FOREIGN TAXES $1,129-$1,129- 0.2%
All other expenses $500-$500- 0.1%
Other (as described) EventEVENT EXPENSE $259-$259- 0.1%
Other (as described)BANK CHARGES $205-$205- 0.0%
Other (as described)LICENSE AND FILING FEES $85-$85- 0.0%
Total$491,486100%

View the filing

2016 · Form 990 · $458,406 spent · pay $35,223 · grants $347,171 · events $3,123
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $347,171$347,171-- 75.7%
Fees: investment management $41,428-$41,428- 9.0%
Pay: officers, directors, trustees, key employees $35,223-$35,223- 7.7%
Fees: accounting $21,766-$21,766- 4.7%
Information technology $5,636-$5,636- 1.2%
Other (as described) EventEVENT EXPENSE $2,543-$2,543- 0.6%
Other (as described)FOREIGN TAXES $1,952-$1,952- 0.4%
Occupancy $1,125-$1,125- 0.2%
Conferences, conventions and meetings $580-$580- 0.1%
Office expenses $476-$476- 0.1%
Other (as described)LICENSE AND FILING FEES $219-$219- 0.0%
Other (as described)BANK CHARGES $179-$179- 0.0%
Depreciation and depletion $108-$108- 0.0%
Total$458,406100%

View the filing

2015 · Form 990 · $448,078 spent · pay $29,484 · grants $358,443 · events $2,578
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $358,443$358,443-- 80.0%
Fees: investment management $39,157-$39,157- 8.7%
Pay: officers, directors, trustees, key employees $29,484-$29,484- 6.6%
Fees: accounting $14,900-$14,900- 3.3%
Conferences, conventions and meetings $2,578-$2,578- 0.6%
Other (as described)FOREIGN TAXES $2,174-$2,174- 0.5%
Office expenses $884-$884- 0.2%
Depreciation and depletion $204-$204- 0.0%
Other (as described)BANK CHARGES $179-$179- 0.0%
Other (as described)LICENSE AND FILING FEES $75-$75- 0.0%
Total$448,078100%

View the filing

2014 · Form 990 · $430,110 spent · pay $23,041 · grants $341,600 · events $4,617
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $341,600$341,600-- 79.4%
Fees: investment management $40,074-$40,074- 9.3%
Pay: officers, directors, trustees, key employees $23,041-$23,041- 5.4%
Fees: accounting $15,585-$15,585- 3.6%
Conferences, conventions and meetings $4,617-$4,617- 1.1%
Office expenses $2,011-$2,011- 0.5%
Other (as described)FOREIGN TAXES $1,909-$1,909- 0.4%
Insurance $500-$500- 0.1%
Depreciation and depletion $499-$499- 0.1%
Other (as described)BANK CHARGES $179-$179- 0.0%
Other (as described)LICENSE AND FILING FEES $95-$95- 0.0%
Total$430,110100%

View the filing

2013 · Form 990 · $364,567 spent · pay $17,976 · grants $284,500 · events $1,290
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $284,500$284,500-- 78.0%
Fees: investment management $44,386-$44,386- 12.2%
Pay: officers, directors, trustees, key employees $17,976-$17,976- 4.9%
Fees: accounting $13,685-$13,685- 3.8%
Conferences, conventions and meetings $1,290-$1,290- 0.4%
Office expenses $1,219-$1,219- 0.3%
Depreciation and depletion $697-$697- 0.2%
Other (as described)FOREIGN TAXES $585-$585- 0.2%
Other (as described)BANK CHARGES $154-$154- 0.0%
Other (as described)LICENSE AND FILING FEES $75-$75- 0.0%
Total$364,567100%

View the filing

2012 · Form 990 · $346,228 spent · pay $13,962 · grants $276,150 · events $919
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $276,150$276,150-- 79.8%
Fees: investment management $34,920-$34,920- 10.1%
Fees: accounting $15,240-$15,240- 4.4%
Pay: officers, directors, trustees, key employees $13,962-$13,962- 4.0%
Office expenses $2,109-$2,109- 0.6%
Insurance $1,762-$1,762- 0.5%
Conferences, conventions and meetings $919-$919- 0.3%
Information technology $500-$500- 0.1%
Other (as described)FOREIGN TAXES $341-$341- 0.1%
Depreciation and depletion $204-$204- 0.1%
Other (as described)LICENSE AND FILING FEES $95-$95- 0.0%
Other (as described)BANK CHARGES $26-$26- 0.0%
Total$346,228100%

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2011 · Form 990 · $347,003 spent · pay $15,263 · grants $281,557 · events $1,342
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $279,057$279,057-- 80.4%
Fees: investment management $31,900-$31,900- 9.2%
Pay: officers, directors, trustees, key employees $15,263-$15,263- 4.4%
Fees: other services $14,020-$14,020- 4.0%
Grants to US individuals $2,500$2,500-- 0.7%
Insurance $1,828-$1,828- 0.5%
Conferences, conventions and meetings $1,342-$1,342- 0.4%
Office expenses $692-$692- 0.2%
Depreciation and depletion $204-$204- 0.1%
Other (as described)FOREIGN TAXES $167-$167- 0.0%
Other (as described)LICENSE AND FILING FEES $20-$20- 0.0%
Other (as described)BANK CHARGES $10-$10- 0.0%
Total$347,003100%

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2010 · Form 990 · $280,117 spent · pay $14,275 · grants $224,250 · events $406
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $224,250$224,250-- 80.1%
Fees: investment management $24,580-$24,580- 8.8%
Pay: officers, directors, trustees, key employees $14,275-$14,275- 5.1%
Fees: accounting $13,600-$13,600- 4.9%
Insurance $1,727-$1,727- 0.6%
Office expenses $983-$983- 0.4%
Conferences, conventions and meetings $406-$406- 0.1%
Depreciation and depletion $204-$204- 0.1%
Other (as described)LICENSE AND FILING FEES $75-$75- 0.0%
Other (as described)ADMINISTRATIVE FEES $17-$17- 0.0%
Total$280,117100%

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2009 · Form 990 · $225,379 spent · pay $11,160 · grants $167,400 · events $621
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $167,400$167,400-- 74.3%
Fees: investment management $23,203-$23,203- 10.3%
Fees: accounting $11,941-$11,941- 5.3%
Pay: officers, directors, trustees, key employees $11,160-$11,160- 5.0%
Fees: other services $4,250-$4,250- 1.9%
Other (as described)Miscellaneous $2,849-$2,849- 1.3%
Insurance $1,635-$1,635- 0.7%
Occupancy $1,290-$1,290- 0.6%
Office expenses $673-$673- 0.3%
Conferences, conventions and meetings $621-$621- 0.3%
Depreciation and depletion $187-$187- 0.1%
Fees: legal $105-$105- 0.0%
Other (as described)Filing Fees $50-$50- 0.0%
Other (as described)Bank Charges $15-$15- 0.0%
Total$225,379100%

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