STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

FRIENDS FIDUCIARY CORPORATION DAF sponsor

Cite this

Plain text FRIENDS FIDUCIARY CORPORATION. Strategy Studio, nonprofit organization profile, tax years 2012–2025. https://strategystudio.org/org/231968136. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). FRIENDS FIDUCIARY CORPORATION [Nonprofit organization profile; tax years 2012–2025]. Retrieved October 18, 2026, from https://strategystudio.org/org/231968136

MLA “FRIENDS FIDUCIARY CORPORATION.” Strategy Studio, tax years 2012–2025, https://strategystudio.org/org/231968136. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2012–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $7.3M · expenses $6.8M · assets $828.2M

EIN
23-1968136
Address
1700 MARKET ST STE 1535, PHILADELPHIA, PA 19103-3917
Website
WWW.FRIENDSFIDUCIARY.ORG
NTEE code
W60Z
Subsection
501(c)(3)
Ruling year
1976
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2025). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

WITHIN THE RELIGIOUS SOCIETY OF FRIENDS ARE MANY ORGANIZATIONS REQUIRING FINANCIAL SERVICES TO SUPPORT THEIR WORK. AMONG THESE ORGANIZATIONS ARE FRIENDS MEETINGS, CHURCHES, SCHOOLS, RETIREMENT COMMUNITIES AND OTHER NON-PROFIT FRIENDS GROUPS WHOSE PURPOSE IS TO ADVANCE SOME ASPECT OF THE WORK AND FAITH OF THE RELIGIOUS SOCIETY OF FRIENDS. FRIENDS FIDUCIARY CORPORATION WAS CREATED TO MEET THIS NEED. MORE SPECIFICALLY, THE PURPOSES OF FRIENDS FIDUCIARY CORPORATION ARE TO PROVIDE QUAKER VALUES ALIGNED INVESTMENT MANAGEMENT, FIDUCIARY AND CHARITABLE GIVING SERVICES FOR TAX-EXEMPT QUAKER ORGANIZATIONS. INVESTMENTS ARE MADE ACCORDING TO OUR QUAKER VALUES ALIGNED INVESTMENT CRITERIA, GUIDED BY FRIENDS TESTIMONIES AND VALUES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

6 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
Richard Kent CHIEF INVESTMENT OFFICER2012-2025 $210,064$2,233,558 1
Eston Griffin DIR OF BUS DEV & CONSTIUENT RE2016-2025 $203,221$1,676,641 1
Sandy Quinn CONTROLLER2019-2025 $194,357$1,099,773 1
Ethan Birchard EXECUTIVE DIRECTOR2024-2025 $345,315$540,138 1
Mimi Blackwell DR OF BUS DEV & CONST RELATION2025 $148,085$148,085 1
Jeffery W Perkins (former) EXECUTIVE DIRECTOR TERM 3/242012-2024 $85,689$2,546,876 2
Unpaid officers and directors · 54 people
NameLatest titleYearsOrganizations
Christie Duncan-Tessmer CHAIRPERSON2015-2025 3
Jonathan Brown DIRECTOR2024-2025 4
Beth Henricks DIRECTOR; TREASURER EFF 09/252023-2025 3
Margaret Plank DIRECTOR2024-2025 4
Bennett Lomax DIRECTOR TIL 9/252017-2025 1
Stanley Pelli VICE CHAIR2020-2025 1
Christina Repoley SECRETARY/DIRECTOR TIL 09/252014-2025 1
Bruce Beaton TREASURER TIL 09/25; DIRECTOR2018-2025 1
Carl Butler DIRECTOR2023-2025 1
Daniel Isaacs DIRECTOR TIL 09/252017-2025 1
Doug Costa DIRECTOR2021-2025 1
Elizabeth Widdicombe DIRECTOR; SECRETARY EFF 09/252024-2025 1
John Helding DIRECTOR2023-2025 1
Mark Myers DIRECTOR2015-2025 3
Michael Homans DIRECTOR2024-2025 1
Robert Hayden Jr DIRECTOR TIL 09/252015-2025 1
Takashi Moriuchi DIRECTOR2017-2025 1
Terry Nance DIRECTOR2018-2025 1
Tom Wright DIRECTOR2018-2025 1
Tommy Wrenn DIRECTOR; VICE CHAIR EFF 03/252021-2025 1
Diana Yanez DIRECTOR EFF 09/252025 1
Morgan Harting DIRECTOR EFF 09/252025 1
Joan Countryman (former) SECRETARY TERM 12/242015-2024 5
William Schmidt (former) CHAIRPERSON (UNTIL JUNE 2023)2012-2023 2
Ken Aldridge (former) DIRECTOR2020-2023 5
Ginny Christensen (former) DIRECTOR2012-2023 2
Norval D Reece (former) DIRECTOR2012-2023 2
Elizabeth Widdicomb (former) DIRECTOR (FROM SEPT. 2023)2023 1
Beth Hendricks (former) DIRECTOR2022 2
Amy Taylor Brooks (former) DIRECTOR2016-2021 2
Bruce E Hunt (former) SECRETARY (UNTIL 9/21/21)2012-2021 1
Deborah Frazer (former) TREASURER (UNTIL 6/8/21)2014-2021 1
Susan Haines Cunningham (former) DIRECTOR2016-2021 1
Daryl Renschler (former) DIRECTOR (UNTIL 6/9/20)2012-2020 1
Samuel Allen (former) TREASURER (UNTIL 6/11/19)2012-2019 1
Thomas Williams (former) CHAIRPERSON (UNTIL 6/12/18)2012-2018 1
David Raper (former) DIRECTOR (UNTIL 6/12/18)2018 1
Richard Willis (former) DIRECTOR (UNTIL 6/12/18)2018 1
Roger Wood (former) DIRECTOR (UNTIL 6/12/18)2012-2018 1
W Bruce Beaton Iv (former) DIRECTOR2017 1
H David Raper (former) DIRECTOR2012-2017 1
Richard Willis Jr (former) DIRECTOR2012-2017 1
Louise Senopoulos (former) DIRECTOR2012-2016 1
John Slater (former) DIRECTOR2012-2016 1
Robert Taylor (former) DIRECTOR2012-2016 1
Arthur Larrabbe (former) DIRECTOR (UNTIL JUNE 2016)2016 1
Lou Matlack (former) DIRECTOR (UNTIL JUNE 2016)2016 1
Arthur M Larrabee (former) DIRECTOR2012-2015 2
Louis Matlack (former) DIRECTOR2012-2015 1
Sylvia Bronner (former) DIRECTOR2012 1
John M Coleman (former) DIRECTOR2012 1
Lauri Perman (former) DIRECTOR (JAN - FEB)2012 1
Francis Strawbridge (former) DIRECTOR2012 1
Charles Ufford Jr (former) DIRECTOR2012 1

People by year

2025 · 27 people listed · 5 paid, $1.1M · 11 employees · 22 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ETHAN BIRCHARD EXECUTIVE DIRECTOR40 $322,923$0$22,392 $345,3151
RICHARD KENT CHIEF INVESTMENT OFFICER40 $197,967$0$12,097 $210,0641
ESTON GRIFFIN DIR OF BUS DEV & CONSTIUENT RE40 $189,874$0$13,347 $203,2211
SANDY QUINN CONTROLLER40 $161,825$0$32,532 $194,3571
MIMI BLACKWELL DR OF BUS DEV & CONST RELATION40 $112,853$0$35,232 $148,0851
BENNETT LOMAX DIRECTOR TIL 9/252 $0$0$0 $01
CHRISTIE DUNCAN-TESSMER CHAIRPERSON10 $0$0$0 $03
STANLEY PELLI VICE CHAIR6 $0$0$0 $01
CHRISTINA REPOLEY SECRETARY/DIRECTOR TIL 09/252 $0$0$0 $01
BRUCE BEATON TREASURER TIL 09/25; DIRECTOR2 $0$0$0 $01
BETH HENRICKS DIRECTOR; TREASURER EFF 09/252 $0$0$0 $03
CARL BUTLER DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR TIL 09/252 $0$0$0 $01
DOUG COSTA DIRECTOR2 $0$0$0 $01
ELIZABETH WIDDICOMBE DIRECTOR; SECRETARY EFF 09/252 $0$0$0 $01
JOHN HELDING DIRECTOR2 $0$0$0 $01
JONATHAN BROWN DIRECTOR2 $0$0$0 $04
MARGARET PLANK DIRECTOR2 $0$0$0 $04
MARK MYERS DIRECTOR2 $0$0$0 $03
MICHAEL HOMANS DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR TIL 09/252 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
TERRY NANCE DIRECTOR2 $0$0$0 $01
TOM WRIGHT DIRECTOR2 $0$0$0 $01
TOMMY WRENN DIRECTOR; VICE CHAIR EFF 03/256 $0$0$0 $01
DIANA YANEZ DIRECTOR EFF 09/252 $0$0$0 $01
MORGAN HARTING DIRECTOR EFF 09/252 $0$0$0 $01
2024 · 26 people listed · 5 paid, $853K · 11 employees · 22 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD KENT CHIEF INVESTMENT OFFICER40 $190,482$0$11,443 $201,9251
ESTON GRIFFIN DIR OF BUS DEV & CONSTIUENT RE40 $182,558$0$12,479 $195,0371
ETHAN BIRCHARD EXECUTIVE DIRECTOR EFF 4/2440 $187,419$0$7,404 $194,8231
SANDY QUINN CONTROLLER40 $155,671$0$20,203 $175,8741
JEFFERY W PERKINS EXECUTIVE DIRECTOR TERM 3/2440 $80,605$0$5,084 $85,6892
BENNETT LOMAX DIR EFF 10/24; CHAIR TERM 9/2410 $0$0$0 $01
CHRISTIE DUNCAN-TESSMER CHAIR EF 10/24;V-CHAIR TM 9/2410 $0$0$0 $03
STANLEY PELLI VICE CHAIR6 $0$0$0 $01
CHRISTINA REPOLEY SEC EFF 12/24; DIR TERM 12/246 $0$0$0 $01
JOAN COUNTRYMAN SECRETARY TERM 12/242 $0$0$0 $05
BRUCE BEATON TREASURER2 $0$0$0 $01
BETH HENRICKS DIRECTOR2 $0$0$0 $03
CARL BUTLER DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
DOUG COSTA DIRECTOR2 $0$0$0 $01
ELIZABETH WIDDICOMBE DIRECTOR2 $0$0$0 $01
JOHN HELDING DIRECTOR2 $0$0$0 $01
JONATHAN BROWN DIRECTOR EFF 9/242 $0$0$0 $04
MARGARET PLANK DIRECTOR EFF 9/242 $0$0$0 $04
MARK MYERS DIRECTOR2 $0$0$0 $03
MICHAEL HOMANS DIRECTOR EFF 9/242 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
TERRY NANCE DIRECTOR2 $0$0$0 $01
TOM WRIGHT DIRECTOR2 $0$0$0 $01
TOMMY WRENN DIRECTOR2 $0$0$0 $01
2023 · 26 people listed · 4 paid, $847K · 12 employees · 22 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $271,717$0$26,447 $298,1642
RICHARD KENT CHIEF INVESTMENT OFFICER40 $183,241$0$11,733 $194,9741
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT & CONSTITUENT REL40 $173,051$0$11,998 $185,0491
SANDY QUINN CONTROLLER40 $148,078$0$20,262 $168,3401
BENNETT LOMAX CHAIRPERSON10 $0$0$0 $01
WILLIAM SCHMIDT CHAIRPERSON (UNTIL JUNE 2023)10 $0$0$0 $02
STANLEY PELLI VICE CHAIR6 $0$0$0 $01
CHRISTIE DUNCAN-TESSMER VICE CHAIR6 $0$0$0 $03
JOAN COUNTRYMAN SECRETARY2 $0$0$0 $05
BRUCE BEATON TREASURER2 $0$0$0 $01
KEN ALDRIDGE DIRECTOR2 $0$0$0 $05
CARL BUTLER DIRECTOR (FROM SEPT. 2023)2 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
DOUG COSTA DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
JOHN HELDING DIRECTOR (FROM SEPT. 2023)2 $0$0$0 $01
BETH HENRICKS DIRECTOR2 $0$0$0 $03
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
ELIZABETH WIDDICOMB DIRECTOR (FROM SEPT. 2023)2 $0$0$0 $01
TOMMY WRENN DIRECTOR2 $0$0$0 $01
TOM WRIGHT DIRECTOR2 $0$0$0 $01
2022 · 23 people listed · 4 paid, $849K · 10 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $283,952$0$25,726 $309,6782
RICHARD KENT CHIEF INVESTMENT OFFICER40 $181,955$0$11,282 $193,2371
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT & CONSTITUENT REL40 $170,243$0$11,713 $181,9561
SANDY QUINN CONTROLLER40 $145,632$0$18,951 $164,5831
WILLIAM SCHMIDT CHAIRPERSON10 $0$0$0 $02
BENNETT LOMAX VICE CHAIR6 $0$0$0 $01
JOAN COUNTRYMAN SECRETARY2 $0$0$0 $05
BRUCE BEATON TREASURER2 $0$0$0 $01
KEN ALDRIDGE DIRECTOR2 $0$0$0 $05
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
DOUG COSTA DIRECTOR2 $0$0$0 $01
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
BETH HENDRICKS DIRECTOR2 $0$0$0 $02
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR2 $0$0$0 $01
STANLEY PELLI DIRECTOR2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
TOMMY WRENN DIRECTOR2 $0$0$0 $01
TOM WRIGHT DIRECTOR2 $0$0$0 $01
2021 · 26 people listed · 4 paid, $732K · 12 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $227,683$0$22,283 $249,9662
RICHARD KENT CHIEF INVESTMENT OFFICER40 $168,071$0$10,812 $178,8831
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT & CONSTITUENT REL40 $156,880$0$11,061 $167,9411
SANDY QUINN CONTROLLER40 $118,714$0$16,824 $135,5381
WILLIAM SCHMIDT CHAIRPERSON10 $0$0$0 $02
BENNETT LOMAX VICE CHAIR6 $0$0$0 $01
JOAN COUNTRYMAN SECRETARY (FROM 9/21/21)4 $0$0$0 $05
BRUCE E HUNT SECRETARY (UNTIL 9/21/21)4 $0$0$0 $01
BRUCE BEATON TREASURER (FROM 9/21/21)4 $0$0$0 $01
DEBORAH FRAZER TREASURER (UNTIL 6/8/21)4 $0$0$0 $01
KEN ALDRIDGE DIRECTOR2 $0$0$0 $05
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
DOUG COSTA DIRECTOR (FROM 9/21/21)2 $0$0$0 $01
SUSAN HAINES CUNNINGHAM DIRECTOR2 $0$0$0 $01
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR2 $0$0$0 $01
STANLEY PELLI DIRECTOR2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
TOMMY WRENN DIRECTOR (FROM 9/21/21)2 $0$0$0 $01
TOM WRIGHT DIRECTOR2 $0$0$0 $01
2020 · 25 people listed · 4 paid, $712K · 9 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $208,456$0$20,321 $228,7772
RICHARD KENT CHIEF INVESTMENT OFFICER40 $168,790$0$10,480 $179,2701
ESTON GRIFFIN DIR. OF BUSINESS DEV. & CO40 $156,880$0$10,717 $167,5971
SANDY QUINN FINANCE DIRECTOR40 $118,714$0$17,390 $136,1041
WILLIAM SCHMIDT CHAIRPERSON10 $0$0$0 $02
BENNETT LOMAX VICE CHAIR6 $0$0$0 $01
BRUCE E HUNT SECRETARY4 $0$0$0 $01
DEBORAH FRAZER TREASURER4 $0$0$0 $01
KEN ALDRIDGE DIRECTOR (FROM 9/22/20)2 $0$0$0 $05
BRUCE BEATON DIRECTOR2 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
SUSAN HAINES CUNNINGHAM DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR2 $0$0$0 $01
STANLEY PELLI DIRECTOR (FROM 9/22/20)2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
DARYL RENSCHLER DIRECTOR (UNTIL 6/9/20)2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
TOM WRIGHT DIRECTOR2 $0$0$0 $01
2019 · 24 people listed · 4 paid, $672K · 8 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $202,027$0$20,800 $222,8272
RICHARD KENT CHIEF INVESTMENT OFFICER40 $160,269$0$10,330 $170,5991
ESTON GRIFFIN DIR. OF BUSINESS DEV. & CONSTITUENT RELATIONS40 $143,020$0$10,312 $153,3321
SANDY QUINN FINANCE DIRECTOR40 $107,789$0$17,188 $124,9771
WILLIAM SCHMIDT CHAIRPERSON10 $0$0$0 $02
BENNETT LOMAX VICE CHAIR (FROM 9/10/19)6 $0$0$0 $01
GINNY CHRISTENSEN VICE CHAIR (UNTIL 9/9/19)6 $0$0$0 $02
BRUCE E HUNT SECRETARY4 $0$0$0 $01
DEBORAH FRAZER TREASURER (FROM 6/12/19)4 $0$0$0 $01
SAMUEL ALLEN TREASURER (UNTIL 6/11/19)4 $0$0$0 $01
BRUCE BEATON DIRECTOR2 $0$0$0 $01
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
SUSAN HAINES CUNNINGHAM DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
TOM WRIGHT DIRECTOR2 $0$0$0 $01
2018 · 27 people listed · 3 paid, $510K · 8 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $170,991$0$21,772 $192,7632
RICHARD KENT CHIEF INVESTMENT OFFICER40 $156,551$0$10,281 $166,8321
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT40 $140,154$0$10,183 $150,3371
WILLIAM SCHMIDT CHAIRPERSON (FROM 6/12/18)10 $0$0$0 $02
THOMAS WILLIAMS CHAIRPERSON (UNTIL 6/12/18)10 $0$0$0 $01
GINNY CHRISTENSEN VICE CHAIR (FROM 6/12/18)6 $0$0$0 $02
BRUCE E HUNT SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
BRUCE BEATON DIRECTOR2 $0$0$0 $01
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
DEBORAH FRAZER DIRECTOR2 $0$0$0 $01
SUSAN HAINES CUNNINGHAM DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
DANIEL ISAACS DIRECTOR2 $0$0$0 $01
BENNETT LOMAX DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
TERRY NANCE DIRECTOR (FROM 9/25/18)2 $0$0$0 $01
DAVID RAPER DIRECTOR (UNTIL 6/12/18)2 $0$0$0 $01
NORVAL D REECE DIRECTOR2 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
RICHARD WILLIS DIRECTOR (UNTIL 6/12/18)2 $0$0$0 $01
ROGER WOOD DIRECTOR (UNTIL 6/12/18)2 $0$0$0 $01
TOM WRIGHT DIRECTOR (FROM 9/25/18)2 $0$0$0 $01
2017 · 25 people listed · 3 paid, $486K · 8 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $163,868$0$18,772 $182,6402
RICHARD KENT CHIEF INVESTMENT OFFICER40 $150,245$0$9,917 $160,1621
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT40 $132,991$0$9,755 $142,7461
THOMAS WILLIAMS CHAIRPERSON10 $0$0$0 $01
WILLIAM SCHMIDT VICE CHAIR6 $0$0$0 $02
BRUCE E HUNT SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
W BRUCE BEATON IV DIRECTOR2 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
DEBORAH FRAZER DIRECTOR2 $0$0$0 $01
SUSAN HAINES CUNNINGHAM DIRECTOR4 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
DANIEL B ISAACS DIRECTOR2 $0$0$0 $01
BENNETT LOMAX DIRECTOR2 $0$0$0 $01
TAKASHI MORIUCHI DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
H DAVID RAPER DIRECTOR4 $0$0$0 $01
NORVAL D REECE DIRECTOR4 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
RICHARD WILLIS JR DIRECTOR2 $0$0$0 $01
ROGER WOOD DIRECTOR2 $0$0$0 $01
2016 · 26 people listed · 3 paid, $494K · 6 employees · 61 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $190,549$0$20,667 $211,2162
RICHARD KENT CHIEF INVESTMENT OFFICER40 $143,497$0$9,818 $153,3151
ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT40 $127,489$0$1,936 $129,4251
THOMAS WILLIAMS CHAIRPERSON10 $0$0$0 $01
WILLIAM SCHMIDT VICE CHAIR6 $0$0$0 $02
BRUCE E HUNT SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR4 $0$0$0 $02
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
DEBORAH FRAZER DIRECTOR4 $0$0$0 $01
SUSAN HAINES CUNNINGHAM DIRECTOR2 $0$0$0 $01
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
MARK MYERS DIRECTOR2 $0$0$0 $03
H DAVID RAPER DIRECTOR4 $0$0$0 $01
NORVAL D REECE DIRECTOR4 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
LOUISE SENOPOULOS DIRECTOR4 $0$0$0 $01
JOHN SLATER DIRECTOR2 $0$0$0 $01
ROBERT TAYLOR DIRECTOR2 $0$0$0 $01
AMY TAYLOR BROOKS DIRECTOR2 $0$0$0 $02
RICHARD WILLIS JR DIRECTOR2 $0$0$0 $01
ROGER WOOD DIRECTOR2 $0$0$0 $01
ARTHUR LARRABBE DIRECTOR (UNTIL JUNE 2016)2 $0$0$0 $01
LOU MATLACK DIRECTOR (UNTIL JUNE 2016)2 $0$0$0 $01
2015 · 23 people listed · 2 paid, $345K · 8 employees · 59 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $178,373$0$19,731 $198,1042
RICHARD KENT CHIEF INVESTMENT OFFICER40 $137,809$0$9,410 $147,2191
LOUISE SENOPOULOS CHAIRPERSON10 $0$0$0 $01
THOMAS WILLIAMS VICE CHAIR6 $0$0$0 $01
ROGER F WOOD SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
DEBORAH FRAZER DIRECTOR2 $0$0$0 $01
BRUCE E HUNT DIRECTOR4 $0$0$0 $01
ARTHUR M LARRABEE DIRECTOR2 $0$0$0 $02
LOUIS MATLACK DIRECTOR2 $0$0$0 $01
H DAVID RAPER DIRECTOR4 $0$0$0 $01
NORVAL D REECE DIRECTOR4 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
WILLIAM SCHMIDT DIRECTOR4 $0$0$0 $02
JOHN SLATER DIRECTOR2 $0$0$0 $01
ROBERT TAYLOR DIRECTOR2 $0$0$0 $01
RICHARD WILLIS JR DIRECTOR2 $0$0$0 $01
JOAN COUNTRYMAN DIRECTOR2 $0$0$0 $05
CHRISTIE DUNCAN-TESSMER DIRECTOR2 $0$0$0 $03
MARK MYERS DIRECTOR2 $0$0$0 $03
ROBERT HAYDEN JR DIRECTOR2 $0$0$0 $01
2014 · 19 people listed · 2 paid, $341K · 6 employees · 57 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $176,811$0$19,326 $196,1372
RICHARD KENT CHIEF INVESTMENT OFFICER40 $134,613$0$9,849 $144,4621
LOUISE SENOPOULOS CHAIRPERSON10 $0$0$0 $01
THOMAS WILLIAMS VICE CHAIR6 $0$0$0 $01
ROGER F WOOD SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
DEBORAH FRAZER DIRECTOR2 $0$0$0 $01
BRUCE E HUNT DIRECTOR4 $0$0$0 $01
ARTHUR M LARRABEE DIRECTOR2 $0$0$0 $02
LOUIS MATLACK DIRECTOR2 $0$0$0 $01
H DAVID RAPER DIRECTOR4 $0$0$0 $01
NORVAL D REECE DIRECTOR4 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
CHRISTINA REPOLEY DIRECTOR2 $0$0$0 $01
WILLIAM SCHMIDT DIRECTOR4 $0$0$0 $02
JOHN SLATER DIRECTOR2 $0$0$0 $01
ROBERT TAYLOR DIRECTOR2 $0$0$0 $01
RICHARD WILLIS JR DIRECTOR2 $0$0$0 $01
2012 · 22 people listed · 2 paid, $304K · 6 employees · 53 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFERY W PERKINS EXECUTIVE DIRECTOR40 $160,263$0$10,652 $170,9152
RICHARD KENT CHIEF INVESTMENT OFFICER40 $126,506$0$6,110 $132,6161
LOUISE WILLAMS SENOPOULOS CHAIRPERSON10 $0$0$0 $01
THOMAS WILLIAMS VICE CHAIR6 $0$0$0 $01
ROGER F WOOD SECRETARY4 $0$0$0 $01
SAMUEL ALLEN TREASURER4 $0$0$0 $01
SYLVIA BRONNER DIRECTOR2 $0$0$0 $01
GINNY CHRISTENSEN DIRECTOR2 $0$0$0 $02
JOHN M COLEMAN DIRECTOR4 $0$0$0 $01
BRUCE E HUNT DIRECTOR4 $0$0$0 $01
ARTHUR M LARRABEE DIRECTOR2 $0$0$0 $02
LOUIS MATLACK DIRECTOR2 $0$0$0 $01
LAURI PERMAN DIRECTOR (JAN - FEB)1 $0$0$0 $01
H DAVID RAPER DIRECTOR4 $0$0$0 $01
NORVAL D REECE DIRECTOR4 $0$0$0 $02
DARYL RENSCHLER DIRECTOR2 $0$0$0 $01
WILLIAM SCHMIDT DIRECTOR4 $0$0$0 $02
JOHN SLATER DIRECTOR2 $0$0$0 $01
FRANCIS STRAWBRIDGE DIRECTOR2 $0$0$0 $01
ROBERT TAYLOR DIRECTOR2 $0$0$0 $01
CHARLES UFFORD JR DIRECTOR2 $0$0$0 $01
RICHARD WILLIS JR DIRECTOR2 $0$0$0 $01

Highest-paid independent contractors

2025 · 5 contractors · $1.6M
NameLocationServicePaid
CHEETAH INCMUNCIE, INBACK OFFICE ACCTG$415,667
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MGMT$384,543
BOSTON TRUST INVESTMENT MANAGEMENBOSTON, MAINVESTMENT MGMT$270,003
KAYNE ANDERSON RUDNICK INV MGMT LLCLOS ANGELES, CTINVESTMENT MGMT$248,587
VAN BERKOM ASSOCIATES INCMONTREAL, QUEBECINVESTMENT MGMT$237,817
2024 · 5 contractors · $1.5M
NameLocationServicePaid
CHEETAH INCMUNCIE, INBACK OFFICE ACCTG$375,946
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MGMT$369,359
BOSTON TRUST INVESTMENT MANAGEMENBOSTON, MAINVESTMENT MGMT$273,570
KAYNE ANDERSON RUDNICK INV MGMT LLCLOS ANGELES, CTINVESTMENT MGMT$263,770
CROSSMARK GLOBAL HOLDINGS INCHOUSTON, TXINVESTMENT MGMT$212,197
2023 · 5 contractors · $1.3M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$371,279
CHEETAH INCMUNCIE, INBACK OFFICE ACCOUNTING$259,389
BOSTON TRUST & INVESTMENT MANAGEMENT COBOSTON, MAINVESTMENT MANAGEMENT$242,751
KAYNE ANDERSON RUDNICK INV MGMT LLCLOS ANGELES, CAINVESTMENT MANAGEMENT$215,859
US BANKST PAUL, MNCUSTODIAL SERVICES$188,043
2022 · 5 contractors · $1.3M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$367,608
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$320,659
BOSTON TRUST & INVESTMENT MANAGEMENT COBOSTON, MAINVESTMENT MANAGEMENT$240,876
US BANKPHILADELPHIA, PACUSTODIAL SERVICES$186,005
CROSSMARK GLOBAL HOLDINGSST PAUL, MNINVESTMENT MANAGEMENT$178,446
2021 · 5 contractors · $1.4M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$399,986
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$381,300
BOSTON TRUST & INVESTMENT MANAGEMENT COBOSTON, MAINVESTMENT MANAGEMENT$229,640
ARISTOTLE CAPITAL BOSTONBOSTON, MAINVESTMENT MANAGEMENT$204,569
PAYDEN & RYGELLOS ANGELES, CAINVESTMENT MANAGEMENT$192,988
2020 · 5 contractors · $1.2M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$358,133
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$331,983
PAYDEN & RYGELLOS ANGELES, CAINVESTMENT MANAGEMENT$187,004
BOSTON TRUST & INVESTMENT MANAGEMENT COMBOSTON, MAINVESTMENT MANAGEMENT$181,823
US BANKST PAUL, MNINSTITUTIONAL TRUST & CUSTODY$158,210
2019 · 5 contractors · $1.1M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$338,512
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$314,043
BOSTON TRUST & INVESTMENT MANAGEMENT COMBOSTON, MAINVESTMENT MANAGEMENT$182,945
PAYDEN & RYGELLOS ANGELES, CAINVESTMENT MANAGEMENT$169,947
ARISTOTLE CAPITAL BOSTON LLCBOSTON, MAINVESTMENT MANAGEMENT$142,468
2018 · 5 contractors · $1.2M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$361,147
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$314,568
BOSTON TRUST & INVESTMENT MANAGEMENT COMBOSTON, MAINVESTMENT MANAGEMENT$187,633
PAYDEN & RYGELLOS ANGELES, CAINVESTMENT MANAGEMENT$153,605
CHICAGO EQUITY PARTNERS LLCCHICAGO, ILINVESTMENT MANAGEMENT$146,455
2017 · 5 contractors · $1.1M
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$375,382
ACCUTECH SYSTEMS CORPORATIONMUNCIE, INBACK OFFICE SUPPORT$274,474
BOSTON TRUST & INVESTMENT MANAGEMENT COBOSTON, MAINVESTMENT MANAGEMENT$158,898
CHICAGO EQUITY PARTNERS LLCCHICAGO, ILINVESTMENT MANAGEMENT$157,574
GREAT LAKES ADVISORS LLCCHICAGO, ILINVESTMENT MANAGEMENT$155,269
2012 · 5 contractors · $820K
NameLocationServicePaid
BOSTON COMMON ASSET MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$197,219
ACCUTECH SYSTEMSMUNCIE, INBACK OFFICE SUPPORT$189,389
BRANDYWINE GLOBAL INVESTMENT MGMT LLCPHILADELPHIA, PAINVESTMENT MANAGEMENT$152,288
PAYDEN & RYGELLOS ANGELES, CAINVESTMENT MANAGEMENT$151,747
CHICAGO EQUITY PARTNERSCHICAGO, ILINVESTMENT MANAGEMENT$129,427

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.

2025 · 46 grants to organizations · $821K

Listed grants add up to $821,470; the return's “grants paid” expense line says $1,053,225. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2024 · 40 grants to organizations · $1.1M

Listed grants add up to $1,109,942; the return's “grants paid” expense line says $1,209,007. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 39 grants to organizations · $765K

Listed grants add up to $765,498; the return's “grants paid” expense line says $943,386. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 38 grants to organizations · $661K

Listed grants add up to $661,159; the return's “grants paid” expense line says $762,335. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 56 grants to organizations · $1.1M

Listed grants add up to $1,125,499; the return's “grants paid” expense line says $1,225,002. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 41 grants to organizations · $1.3M

Listed grants add up to $1,299,035; the return's “grants paid” expense line says $1,433,245. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 32 grants to organizations · $619K

Listed grants add up to $618,709; the return's “grants paid” expense line says $727,599. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 23 grants to organizations · $498K

Listed grants add up to $497,505; the return's “grants paid” expense line says $568,655. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 15 grants to organizations · $401K

Listed grants add up to $401,093; the return's “grants paid” expense line says $476,993. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 21 grants to organizations · $487K

Listed grants add up to $486,891; the return's “grants paid” expense line says $553,742. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 22 grants to organizations · $821K

Listed grants add up to $821,286; the return's “grants paid” expense line says $872,288. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 17 grants to organizations · $428K

Listed grants add up to $427,730; the return's “grants paid” expense line says $476,857. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 11 grants to organizations · $502K

Listed grants add up to $501,840; the return's “grants paid” expense line says $565,038. 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
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$7,266,468$6,830,548 $828,171,905$22,422,919 $749,436$5,710,285 $548,7091122
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$6,638,314$6,331,719 $743,271,598$20,309,054 $606,453$5,106,874 $459,2581122
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$6,371,357$5,756,864 $693,159,751$19,050,367 $749,574$4,655,178 $498,6731222
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$5,423,969$5,414,376 $617,125,539$16,873,738 $123,457$4,515,480 $478,0351019
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$5,444,683$5,622,255 $693,443,242$21,104,903 $76,816$4,484,033 $399,1161221
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$5,242,346$5,265,288 $597,472,622$19,482,065 $606,357$3,917,254 $358,912920
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$4,597,969$4,248,439 $528,552,513$17,782,711 $499,384$3,436,300 $361,660820
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$5,290,527$3,896,610 $431,029,067$14,843,216 $1,499,923$3,202,540 $214,982820
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,804,855$3,541,197 $469,266,210$15,079,301 $221,358$3,042,949 $202,077825
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$3,529,699$3,502,031 $380,856,521$13,121,829 $75,255$2,905,837 $229,694661
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,535,166$3,545,669 $335,240,864$12,968,325 $1,349,526$2,657,441 $358,157859
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$3,180,643$2,884,738 $327,779,674$12,634,535 $218,676$2,447,531 $202,126657
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$2,867,206$2,806,359 $272,913,163$10,571,900 $216,418$2,195,162 $170,262653

Funders of this organization

3 grantors reported grants to this organization, $1,455,603 in all, tax years 2018 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
JEROME ESTATES HOUSING CORPORATION Public charity Exact 2018 1$1,225,807 2018$1,225,807
show
DECHOMAI FOUNDATION INC DAF sponsor Exact 2020-2021 2$178,110 2021$8,110
show
I WILLIAMSON FBO CHARITITES TUW Private foundation Fuzzy filed as “FRIENDS FIDUCIARY CORPORATION” 2018-2025 8$51,686 2025$6,563
show

Similar organizations

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
THE LANDMARKS FINANCIAL CORPORATIONPAW60 $8,747,534$2,482,121 CO-FOUNDER$369,060 Same NTEE code W60, revenue within 2x, same state
MISSISSIPPI HIGHER EDUCATION ASSISTANCE CORPORATIONMSW60 $8,626,790$7,762,746 President/CEO$364,027 Same NTEE code W60, revenue within 2x
TRUE ACCESS CAPITAL CORPORATIONDEW60 $4,611,925$3,764,504 PRESIDENT & CEO$206,039 Same NTEE code W60, revenue within 2x
FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONCAW60 $6,825,721$5,784,612 President & CEO$220,969 Same NTEE code W60, revenue within 2x
C S B S EDUCATION FOUNDATIONDCW60 $4,704,572$4,770,794 PRESIDENT AND CEO, SECRETARY$939,303 Same NTEE code W60, revenue within 2x
STUDENT ASSISTANCE FOUNDATION OF MONTANAMTW60 $8,684,821$4,478,614 PRESIDENT/CEO SAF, CEO MHESAC$260,498 Same NTEE code W60, revenue within 2x
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORSILW60 $5,894,187$5,777,543 PRESIDENT$207,443 Same NTEE code W60, revenue within 2x
CONNECTICUT STUDENT LOAN FOUNDTIONCTW60 $4,517,130$4,064,642 EXECUTIVE DIRECTOR$333,199 Same NTEE code W60, revenue within 2x
BENEFICIAL STATE FOUNDATIONCAW60 $5,346,285$5,623,982 EXEC DIR AND CHIEF IMPACT OFFICER$226,226 Same NTEE code W60, revenue within 2x
501 PROPERTY INCTXW60 $7,072,711$145,470 DIRECTOR$0 Same NTEE code W60, revenue within 2x
FILENE RESEARCH INSTITUTE INCWIW60 $10,923,611$10,195,724 CHAIR$0 Same NTEE code W60, revenue within 2x
CREDIT UNION OF ATLANTAGAW60 $5,776,317$5,530,428 CEO$176,453 Same NTEE code W60, revenue within 2x
STABLE HOME FUNDNYW60 $6,266,793$3,283,138 BOARD CHAIR$0 Same NTEE code W60, revenue within 2x
PACIFIC PENSION & INVESTMENT INSTITUTECAW60 $4,008,627$3,609,952 PRESIDENT$629,213 Same NTEE code W60, revenue within 2x
TREMONT CREDIT UNIONMAW60 $14,269,021$14,911,952 CEO$500,968 Same NTEE code W60, revenue within 2x
AKIPTANSDW60 $9,671,787$2,818,243 EXECUTIVE DI$154,539 Same NTEE code W60, revenue within 2x
INDIANA SECONDARY MARKET FOR EDUCATION LOANS INCINW60 $16,015,983$13,040,212 CEO & PRESIDENT$506,699 Same NTEE code W60, revenue within 5x
HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCOCAW60 $3,389,390$2,951,827 EXECUTIVE DIRECTOR$319,261 Same NTEE code W60, revenue within 5x
NATIONAL BANKERS ASSOCIATION INCDCW60 $2,356,113$2,039,247 PRESIDENT & CEO$522,811 Same NTEE code W60, revenue within 5x
CALIFORNIA EDUCATION ASSISTANCE INCCAW60 $1,668,223$1,616,266 Chief Administrative Officer$475,599 Same NTEE code W60, revenue within 5x
ESSENTIAL CREDIT UNIONLAW60 $25,052,879$24,293,612 CEO$416,471 Same NTEE code W60, revenue within 5x
CREDIT RESEARCH FOUNDATION INCMDW60 $1,603,588$1,599,320 PRESIDENT$287,777 Same NTEE code W60, revenue within 5x
NIXYAAWII COMMUNITY FINANCIAL SERVICESORW60 $2,035,181$1,384,549 Executive Dir.$143,840 Same NTEE code W60, revenue within 5x
RIVER GARDEN HOLDING COMPANY INCFLW60 $1,980,660$1,611,945 CHIEF EXECUTIVE OFFICER$390,029 Same NTEE code W60, revenue within 5x
UTAH MICROENTERPRISE LOAN FUNDUTW60 $1,742,892$858,590 Executive Dir.$161,477 Same NTEE code W60, revenue within 5x

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
THE CHICAGO COMMUNITY TRUST DAF sponsor$60,000,0002 12019–2023 CAPITAL IMPACT PARTNERS
KATTOM FOUNDATION Private foundation$44,478,0367 12016–2024 BENEFICIAL STATE FOUNDATION
TIDES FOUNDATION DAF sponsor$26,831,7676 22018–2024 OPPORTUNITY FINANCE NETWORK; BENEFICIAL STATE FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$25,252,5005 42022–2024 OPPORTUNITY FINANCE NETWORK; FRIENDS OF THE PUBLIC BANK EAST BAY; COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES; STABLE HOME FUND
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$24,268,2749 42020–2024 COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES; MANCHESTER-BIDWELL CORPORATION; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; STABLE HOME FUND
JAMES IRVINE FOUNDATION Private foundation$13,382,50013 32018–2024 COLLEGE FUTURES FOUNDATION; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; FRIENDS OF THE PUBLIC BANK EAST BAY
CITI FOUNDATION Private foundation$11,000,0006 42020–2023 OPPORTUNITY FINANCE NETWORK; CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; TRUE ACCESS CAPITAL CORPORATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$10,534,59738 82016–2024 OPPORTUNITY FINANCE NETWORK; COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA and 4 more
W K KELLOGG FOUNDATION Private foundation$10,408,28116 22010–2021 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK
FORD FOUNDATION Private foundation$10,320,00024 32011–2024 CAPITAL IMPACT PARTNERS; FILENE RESEARCH INSTITUTE INC; OPPORTUNITY FINANCE NETWORK
JPMORGAN CHASE FOUNDATION Private foundation$9,436,28942 82010–2024 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK; TRUE ACCESS CAPITAL CORPORATION; UTAH MICROENTERPRISE LOAN FUND and 4 more
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$8,968,25617 12009–2024 HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
F B HERON FOUNDATION Private foundation$7,100,0005 22020–2022 CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
RICHARD KING MELLON FOUNDATION DTD 01-01-47 Private foundation$5,480,0005 22019–2024 MANCHESTER-BIDWELL CORPORATION; ERADICATE HATE GLOBAL SUMMIT
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$5,423,06010 22019–2024 OPPORTUNITY FINANCE NETWORK; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO

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 · $6,830,548 spent · pay $1,851,032 · grants $1,053,225 · events $15,699
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,491,040$2,491,040-- 36.5%
Other salaries and wages $1,066,222$959,600$106,622- 15.6%
Grants to US organizations and governments $1,053,225$1,053,225-- 15.4%
Pay: officers, directors, trustees, key employees $548,709$493,837$54,872- 8.0%
Other (as described)BACK OFFICE SUPPORT $415,668$415,668-- 6.1%
Other (as described)ADMINISTRATIVE FEES $210,195$38,538$171,657- 3.1%
Insurance $113,684$90,947$22,737- 1.7%
Payroll taxes $105,699$95,129$10,570- 1.5%
Occupancy $98,178$78,542$19,636- 1.4%
Fees: accounting $91,103$54,662$36,441- 1.3%
Other (as described)PROGRAM EXPENSE $79,312$79,312-- 1.2%
All other expenses $78,774$38,599$40,175- 1.2%
Other employee benefits $76,682$69,016$7,666- 1.1%
Fees: legal $69,567$66,089$3,478- 1.0%
Fees: other services $65,500$3,274$62,226- 1.0%
Advertising and promotion $60,685$48,548$12,137- 0.9%
Pension plan contributions $53,720$48,348$5,372- 0.8%
Office expenses $45,480$28,229$17,251- 0.7%
Other (as described)PROXY SERVICE $30,595$30,595-- 0.4%
Travel $26,694$21,645$5,049- 0.4%
Information technology $24,460$19,632$4,828- 0.4%
Conferences, conventions and meetings $15,699$13,402$2,297- 0.2%
Depreciation and depletion $9,657$7,726$1,931- 0.1%
Total$6,830,548100%

View the filing

2024 · Form 990 · $6,331,719 spent · pay $1,500,818 · grants $1,209,007 · events $10,186
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,491,968$2,491,968-- 39.4%
Grants to US organizations and governments $1,209,007$1,209,007-- 19.1%
Other salaries and wages $856,799$771,119$85,680- 13.5%
Pay: officers, directors, trustees, key employees $459,258$413,332$45,926- 7.3%
Other (as described)BACK OFFICE SUPPORT $375,946$375,946-- 5.9%
Insurance $113,396$90,717$22,679- 1.8%
Occupancy $99,721$79,777$19,944- 1.6%
Payroll taxes $95,020$85,518$9,502- 1.5%
All other expenses $83,794$68,011$15,783- 1.3%
Other (as described)PROGRAM EXPENSE $74,069$74,069-- 1.2%
Other (as described)ADMINISTRATIVE FEES $72,885$38,663$34,222- 1.2%
Fees: accounting $60,350$36,210$24,140- 1.0%
Other (as described)EXPENSE OFFSET FROM OTHER PROG $50,207$45,186$5,021- 0.8%
Fees: legal $47,467$45,094$2,373- 0.7%
Pension plan contributions $47,387$42,649$4,738- 0.7%
Other employee benefits $42,354$38,118$4,236- 0.7%
Office expenses $40,273$25,588$14,685- 0.6%
Travel $33,027$26,780$6,247- 0.5%
Fees: other services $24,700$1,235$23,465- 0.4%
Information technology $21,782$17,746$4,036- 0.3%
Depreciation and depletion $12,053$9,643$2,410- 0.2%
Conferences, conventions and meetings $10,186$8,785$1,401- 0.2%
Advertising and promotion $10,070$8,056$2,014- 0.2%
Total$6,331,719100%

View the filing

2023 · Form 990 · $5,756,864 spent · pay $1,447,293 · grants $943,386 · events $8,648
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,298,306$2,298,306-- 39.9%
Grants to US organizations and governments $943,386$943,386-- 16.4%
Other salaries and wages $781,582$703,424$78,158- 13.6%
Pay: officers, directors, trustees, key employees $498,673$448,805$49,868- 8.7%
Office expenses $372,610$356,615$15,995- 6.5%
Fees: other services $195,887$41,102$154,785- 3.4%
Other (as described)MISCELLANEOUS EXPENSE $169,249$121,859$47,390- 2.9%
Insurance $112,684$90,147$22,537- 2.0%
Occupancy $104,456$83,868$20,588- 1.8%
Payroll taxes $83,457$75,112$8,345- 1.4%
Information technology $52,525$48,245$4,280- 0.9%
Pension plan contributions $43,372$39,035$4,337- 0.8%
Other employee benefits $40,209$36,188$4,021- 0.7%
Travel $28,243$22,900$5,343- 0.5%
Depreciation and depletion $12,054$9,643$2,411- 0.2%
Conferences, conventions and meetings $8,648$8,580$68- 0.2%
Advertising and promotion $8,339$6,671$1,668- 0.1%
Fees: legal $3,184$3,025$159- 0.1%
Total$5,756,864100%

View the filing

2022 · Form 990 · $5,414,376 spent · pay $1,385,011 · grants $762,335 · events $15,994
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,196,651$2,196,651-- 40.6%
Grants to US organizations and governments $762,335$762,335-- 14.1%
Other salaries and wages $756,141$680,527$75,614- 14.0%
Pay: officers, directors, trustees, key employees $478,035$430,231$47,804- 8.8%
Office expenses $351,941$338,384$13,557- 6.5%
Other (as described)MISCELLANEOUS EXPENSE $277,617$105,872$171,745- 5.1%
Insurance $106,157$84,926$21,231- 2.0%
Occupancy $101,977$81,863$20,114- 1.9%
Fees: other services $78,695$34,440$44,255- 1.5%
Payroll taxes $78,506$70,656$7,850- 1.4%
Information technology $53,236$48,638$4,598- 1.0%
Fees: legal $38,224$36,313$1,911- 0.7%
Pension plan contributions $36,450$32,805$3,645- 0.7%
Other employee benefits $35,879$32,291$3,588- 0.7%
Travel $27,624$22,399$5,225- 0.5%
Conferences, conventions and meetings $15,994$14,735$1,259- 0.3%
Depreciation and depletion $12,054$9,643$2,411- 0.2%
Advertising and promotion $6,860$5,488$1,372- 0.1%
Total$5,414,376100%

View the filing

2021 · Form 990 · $5,622,255 spent · pay $1,220,819 · grants $1,225,002 · events $912
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,292,014$2,292,014-- 40.8%
Grants to US organizations and governments $1,225,002$1,225,002-- 21.8%
Other salaries and wages $686,221$617,599$68,622- 12.2%
Office expenses $411,253$398,057$13,196- 7.3%
Pay: officers, directors, trustees, key employees $399,116$359,204$39,912- 7.1%
Insurance $101,107$80,886$20,221- 1.8%
Occupancy $100,072$80,321$19,751- 1.8%
Fees: other services $86,072$37,410$48,662- 1.5%
Other (as described)MISCELLANEOUS EXPENSE $84,639$39,766$44,873- 1.5%
Payroll taxes $72,066$64,859$7,207- 1.3%
Information technology $69,129$62,061$7,068- 1.2%
Pension plan contributions $36,316$32,685$3,631- 0.6%
Other employee benefits $27,100$24,390$2,710- 0.5%
Fees: legal $10,952$10,404$548- 0.2%
Depreciation and depletion $10,025$8,020$2,005- 0.2%
Advertising and promotion $9,560$7,648$1,912- 0.2%
Conferences, conventions and meetings $912$890$22- 0.0%
Travel $699$567$132- 0.0%
Total$5,622,255100%

View the filing

2020 · Form 990 · $5,265,288 spent · pay $1,150,362 · grants $1,433,245 · events $3,986
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,859,496$1,859,496-- 35.3%
Grants to US organizations and governments $1,433,245$1,433,245-- 27.2%
Other salaries and wages $664,903$598,413$66,490- 12.6%
Office expenses $361,100$348,657$12,443- 6.9%
Pay: officers, directors, trustees, key employees $358,912$323,021$35,891- 6.8%
Occupancy $102,608$82,340$20,268- 1.9%
Insurance $97,901$78,321$19,580- 1.9%
Other (as described)MISCELLANEOUS EXPENSE $74,079$34,322$39,757- 1.4%
Payroll taxes $65,238$58,714$6,524- 1.2%
Fees: other services $58,257$34,702$23,555- 1.1%
Information technology $51,693$47,368$4,325- 1.0%
Fees: legal $47,177$44,818$2,359- 0.9%
Pension plan contributions $38,094$34,285$3,809- 0.7%
Other employee benefits $23,215$20,893$2,322- 0.4%
Depreciation and depletion $9,841$7,873$1,968- 0.2%
Advertising and promotion $9,790$7,832$1,958- 0.2%
Travel $5,753$4,665$1,088- 0.1%
Conferences, conventions and meetings $3,986$3,873$113- 0.1%
Total$5,265,288100%

View the filing

2019 · Form 990 · $4,248,439 spent · pay $1,037,486 · grants $727,599 · events $10,758
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,707,002$1,707,002-- 40.2%
Grants to US organizations and governments $727,599$727,599-- 17.1%
Other salaries and wages $550,720$495,216$55,504- 13.0%
Office expenses $364,507$344,091$20,416- 8.6%
Pay: officers, directors, trustees, key employees $361,660$325,240$36,420- 8.5%
Insurance $104,190$83,352$20,838- 2.5%
Occupancy $65,304$52,243$13,061- 1.5%
Payroll taxes $63,952$57,557$6,395- 1.5%
Fees: other services $55,750$33,330$22,420- 1.3%
Information technology $54,786$49,848$4,938- 1.3%
Travel $48,356$47,305$1,051- 1.1%
Fees: legal $39,426$37,455$1,971- 0.9%
Pension plan contributions $34,766$31,290$3,476- 0.8%
Other employee benefits $26,388$23,749$2,639- 0.6%
Advertising and promotion $19,980$15,984$3,996- 0.5%
Conferences, conventions and meetings $10,758$10,611$147- 0.3%
Other (as described)MISCELLANEOUS EXPENSE $8,017$25,871-$17,854- 0.2%
Depreciation and depletion $5,278$4,222$1,056- 0.1%
Total$4,248,439100%

View the filing

2018 · Form 990 · $3,896,610 spent · pay $981,896 · grants $568,655 · events $40,987
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,582,010$1,582,010-- 40.6%
Other salaries and wages $636,666$572,570$64,096- 16.3%
Grants to US organizations and governments $568,655$568,655-- 14.6%
Office expenses $355,656$337,910$17,746- 9.1%
Pay: officers, directors, trustees, key employees $214,982$193,354$21,628- 5.5%
Insurance $102,410$81,928$20,482- 2.6%
Payroll taxes $57,211$51,490$5,721- 1.5%
Information technology $54,464$48,205$6,259- 1.4%
Fees: other services $53,700$32,220$21,480- 1.4%
Occupancy $46,666$37,333$9,333- 1.2%
Conferences, conventions and meetings $40,987$37,841$3,146- 1.1%
Other employee benefits $37,626$33,863$3,763- 1.0%
Pension plan contributions $35,411$31,870$3,541- 0.9%
Fees: legal $28,388$26,969$1,419- 0.7%
Other (as described)STATE REGISTRATION $22,553$22,553-- 0.6%
Advertising and promotion $19,960$15,968$3,992- 0.5%
Other (as described)BOARD EXPENSES $14,321$11,457$2,864- 0.4%
Other (as described)REPORTING EXPENSES $12,570$12,570-- 0.3%
Other (as described)MISCELLANEOUS EXPENSE $6,814$3,487$3,327- 0.2%
All other expenses $3,541$2,669$872- 0.1%
Depreciation and depletion $2,019$1,615$404- 0.1%
Total$3,896,610100%

View the filing

2017 · Form 990 · $3,541,197 spent · pay $872,276 · grants $476,993 · events $12,582
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,517,590$1,517,590-- 42.9%
Other salaries and wages $568,711$511,432$57,279- 16.1%
Grants to US organizations and governments $476,993$476,993-- 13.5%
Office expenses $310,644$284,221$26,423- 8.8%
Pay: officers, directors, trustees, key employees $202,077$181,738$20,339- 5.7%
Insurance $101,709$81,367$20,342- 2.9%
Payroll taxes $52,706$47,435$5,271- 1.5%
Information technology $51,963$46,801$5,162- 1.5%
Fees: other services $51,900$31,440$20,460- 1.5%
Occupancy $46,089$36,871$9,218- 1.3%
Pension plan contributions $30,319$27,287$3,032- 0.9%
Other (as described)STATE REGISTRATION $25,226$25,226-- 0.7%
Fees: legal $19,826$18,835$991- 0.6%
Other employee benefits $18,463$16,617$1,846- 0.5%
Other (as described)BOARD EXPENSES $17,150$13,720$3,430- 0.5%
Conferences, conventions and meetings $12,582$12,273$309- 0.4%
Other (as described)REPORTING EXPENSES $11,337$11,337-- 0.3%
Other (as described)MISCELLANEOUS EXPENSE $8,338$8,338-- 0.2%
All other expenses $8,246$6,826$1,420- 0.2%
Advertising and promotion $7,309$5,847$1,462- 0.2%
Depreciation and depletion $2,019$1,615$404- 0.1%
Total$3,541,197100%

View the filing

2016 · Form 990 · $3,502,031 spent · pay $867,592 · grants $553,742 · events $25,117
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,407,078$1,407,078-- 40.2%
Other salaries and wages $556,496$501,095$55,401- 15.9%
Grants to US organizations and governments $553,742$553,742-- 15.8%
Other (as described)BACK OFFICE SERVICES $276,621$262,446$14,175- 7.9%
Pay: officers, directors, trustees, key employees $229,694$206,817$22,877- 6.6%
Insurance $101,346$81,077$20,269- 2.9%
Information technology $55,739$45,006$10,733- 1.6%
Occupancy $46,265$37,012$9,253- 1.3%
Payroll taxes $45,849$41,264$4,585- 1.3%
Fees: legal $42,534$40,407$2,127- 1.2%
Other (as described)OTHER EXPENSES $42,283$35,446$6,837- 1.2%
Office expenses $30,434$25,109$5,325- 0.9%
Other (as described)STATE REGISTRATION $27,283$27,283-- 0.8%
Conferences, conventions and meetings $25,117$22,003$3,114- 0.7%
Other employee benefits $18,039$16,235$1,804- 0.5%
Pension plan contributions $17,514$15,762$1,752- 0.5%
Advertising and promotion $13,285$10,628$2,657- 0.4%
Fees: other services $10,244$5,251$4,993- 0.3%
Depreciation and depletion $2,468$1,974$494- 0.1%
Total$3,502,031100%

View the filing

2015 · Form 990 · $3,545,669 spent · pay $622,357 · grants $872,288 · events $53,264
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,319,769$1,319,769-- 37.2%
Grants to US organizations and governments $872,288$872,288-- 24.6%
Pay: officers, directors, trustees, key employees $358,157$322,330$35,827- 10.1%
Other (as described)BACK OFFICE SERVICES $242,407$228,340$14,067- 6.8%
Other salaries and wages $187,950$169,148$18,802- 5.3%
Fees: other services $113,910$85,695$28,215- 3.2%
Insurance $80,733$64,586$16,147- 2.3%
Conferences, conventions and meetings $53,264$46,439$6,825- 1.5%
Payroll taxes $50,985$45,887$5,098- 1.4%
Fees: legal $46,071$43,767$2,304- 1.3%
Occupancy $46,005$36,804$9,201- 1.3%
Information technology $35,439$28,581$6,858- 1.0%
Advertising and promotion $27,670$22,136$5,534- 0.8%
Office expenses $25,408$20,520$4,888- 0.7%
Other (as described)STATE REGISTRATION $24,868$24,868-- 0.7%
Other employee benefits $16,763$15,087$1,676- 0.5%
Other (as described)MISCELLANEOUS EXPENSES $16,615$13,333$3,282- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $15,845$14,323$1,522- 0.4%
Pension plan contributions $8,502$7,652$850- 0.2%
Depreciation and depletion $3,020$2,416$604- 0.1%
Total$3,545,669100%

View the filing

2014 · Form 990 · $2,884,738 spent · pay $522,972 · grants $476,857 · events $19,260
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,281,350$1,281,350-- 44.4%
Grants to US organizations and governments $476,857$476,857-- 16.5%
Other salaries and wages $255,354$238,970$16,384- 8.9%
Other (as described)BACK OFFICE SERVICES $225,680$212,985$12,695- 7.8%
Pay: officers, directors, trustees, key employees $202,126$171,807$30,319- 7.0%
Insurance $76,578$61,262$15,316- 2.7%
Fees: other services $57,300$18,058$39,242- 2.0%
Occupancy $45,861$36,689$9,172- 1.6%
Fees: accounting $38,000$22,800$15,200- 1.3%
Information technology $37,326$30,160$7,166- 1.3%
Payroll taxes $31,938$28,744$3,194- 1.1%
Office expenses $26,230$21,097$5,133- 0.9%
Other (as described)STATE REGISTRATION $19,801$19,801-- 0.7%
Other employee benefits $19,451$17,927$1,524- 0.7%
Conferences, conventions and meetings $19,260$16,601$2,659- 0.7%
Fees: legal $18,367$17,417$950- 0.6%
Advertising and promotion $15,854$12,683$3,171- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $15,245$13,866$1,379- 0.5%
Pension plan contributions $14,103$13,238$865- 0.5%
All other expenses $4,803$3,842$961- 0.2%
Depreciation and depletion $3,254$2,603$651- 0.1%
Total$2,884,738100%

View the filing

2012 · Form 990 · $2,806,359 spent · pay $557,416 · grants $565,038 · events $16,189
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,002,836$1,002,836-- 35.7%
Grants to US organizations and governments $565,038$565,038-- 20.1%
Other salaries and wages $284,514$241,837$42,677- 10.1%
Other (as described)BACK OFFICE SERVICES $189,164$160,789$28,375- 6.7%
Pay: officers, directors, trustees, key employees $170,262$144,723$25,539- 6.1%
Fees: other services $153,220$85,664$67,556- 5.5%
Insurance $67,858$54,286$13,572- 2.4%
Occupancy $53,050$42,440$10,610- 1.9%
Pension plan contributions $48,585$41,297$7,288- 1.7%
Fees: accounting $37,500$26,250$11,250- 1.3%
Depreciation and depletion $33,016$24,432$8,584- 1.2%
Office expenses $32,351$26,318$6,033- 1.2%
Fees: legal $30,568$22,620$7,948- 1.1%
Payroll taxes $29,060$24,701$4,359- 1.0%
Other employee benefits $24,995$21,458$3,537- 0.9%
Conferences, conventions and meetings $16,189$14,209$1,980- 0.6%
Information technology $15,188$12,368$2,820- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $15,050$14,522$528- 0.5%
All other expenses $13,625$12,267$1,358- 0.5%
Advertising and promotion $12,370$11,559$811- 0.4%
Other (as described)STATE REGISTRATION $9,617$9,617$0- 0.3%
Travel $2,303$2,303-- 0.1%
Total$2,806,359100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2025 · Form 990 view filing
Yes 13$451,903$619,849$1,964,940 ----
2024 · Form 990 view filing
Yes 14$520,005$703,598$1,900,893 ----
2023 · Form 990 view filing
Yes 14$260,339$482,680$1,923,869 ----
2022 · Form 990 view filing
Yes 12$73,753$331,300$1,882,466 ----
2021 · Form 990 view filing
Yes 10$56,437$819,000$2,604,382 ----
2020 · Form 990 view filing
Yes 10$411,771$1,147,600$3,008,170 ----
2019 · Form 990 view filing
Yes 9$399,385$407,800$3,432,466 ----
2018 · Form 990 view filing
Yes 7$1,350,807$182,000$2,859,422 ----
2017 · Form 990 view filing
Yes 5$121,358$187,500$1,933,288 ----
2016 · Form 990 view filing
Yes 4$69,000$179,000$1,730,670 ----
2015 · Form 990 view filing
Yes 4$1,348,404$473,543$1,738,614 ----
2014 · Form 990 view filing
Yes 3$179,209$187,000$870,053 ----
2012 · Form 990 view filing
Yes 3$200,671$203,150$757,688 ----