STRATEGY STUDIO / PUBLIC DATA EXPLORER

WESTBY NORSE SCHOLARSHIP FUND

Cite this

Plain text WESTBY NORSE SCHOLARSHIP FUND. Strategy Studio, nonprofit organization profile, tax years 2009–2023. https://strategystudio.org/org/391599653. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). WESTBY NORSE SCHOLARSHIP FUND [Nonprofit organization profile; tax years 2009–2023]. Retrieved October 19, 2026, from https://strategystudio.org/org/391599653

MLA “WESTBY NORSE SCHOLARSHIP FUND.” Strategy Studio, tax years 2009–2023, https://strategystudio.org/org/391599653. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $112K · expenses $110K · assets $1.5M

EIN
39-1599653
Address
PO BOX 45, WESTBY, WI 54667-0045
Website
NORSEFUND.ORG
NTEE code
B82Z
Subsection
501(c)(3)
Ruling year
1991
Cross-check
ProPublica Nonprofit Explorer

Mission

GRANTING SCHOLARSHIPS FOR HIGHER EDUCATION

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 29 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

29 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
Karl Stoker PRESIDENT2018-2023 5 $0 reported 1
Carmen Fortun VICE-PRESIDE2019-2023 2 $0 reported 1
Andrea Jothen TREASURER2017-2023 5 $0 reported 1
Christy Tainter SECRETARY2011-2023 2 $0 reported 1
Kadie Brueggen DIRECTOR2019-2023 2 $0 reported 1
Randi Strangstalien DIRECTOR2019-2023 2 $0 reported 1
Monte Dunnum DIRECTOR2019-2023 2 $0 reported 1
Katie Helseth DIRECTOR2020-2023 2 $0 reported 1
Sharon Mahan DIRECTOR2023 2 $0 reported 1
Timothy Iverson INCOMING TRE2023 Not reported $0 reported 1
Kyle Bakkum (former) DIRECTOR2020-2022 2 $0 reported 1
Erik Hoven (former) VICE-PRESIDE2017-2021 2 $0 reported 1
Robert Bothe (former) SCHOOL LIASO2017-2021 2 $0 reported 1
Scott Haakenson (former) DIRECTOR2017-2019 2 $0 reported 1
Steve Nelson (former) DIRECTOR2017-2019 2 $0 reported 1
Roger Harris (former) Director2009-2018 5 $0 reported 1
Julie Nelson (former) Director2017-2018 5 $0 reported 1
Kari Bye (former) Director2009-2018 5 $0 reported 2
Sara Olson (former) Secretary2017-2018 5 $0 reported 1
Craig Johnson (former) President2017 5 $0 reported 1
Robert Bland (former) TREASURER2011-2013 Not reported $0 reported 2
Lois Stoker (former) SECRETARY2009-2013 Not reported $0 reported 2
Rod Olson (former) DIRECTOR2009-2013 Not reported $0 reported 1
Ken Manning (former) DIRECTOR2009-2013 Not reported $0 reported 1
Cedric Veum (former) PRESIDENT2011-2013 Not reported $0 reported 1
Michael Fencl (former) VICE PRESIDE2011-2013 Not reported $0 reported 1
Rodney Engh (former) SECRETARY2009 0 $0 reported 1
Steven Nestingen (former) DIRECTOR2009 0 $0 reported 1
Lisa Schmitt (former) SCHOOL LIAISON2009 0 $0 reported 1

People by year

2023 · 10 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARL STOKER PRESIDENT5 $0$0$0 $01
CARMEN FORTUN VICE-PRESIDE2 $0$0$0 $01
ANDREA JOTHEN TREASURER5 $0$0$0 $01
CHRISTY TAINTER SECRETARY2 $0$0$0 $01
KADIE BRUEGGEN DIRECTOR2 $0$0$0 $01
RANDI STRANGSTALIEN DIRECTOR2 $0$0$0 $01
MONTE DUNNUM DIRECTOR2 $0$0$0 $01
KATIE HELSETH DIRECTOR2 $0$0$0 $01
SHARON MAHAN DIRECTOR2 $0$0$0 $01
TIMOTHY IVERSON INCOMING TRE- $0$0$0 $01
2022 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARL STOKER PRESIDENT5 $0$0$0 $01
CARMEN FORTUN VICE-PRESIDE2 $0$0$0 $01
ANDREA JOTHEN TREASURER5 $0$0$0 $01
CHRISTY TAINTER SECRETARY2 $0$0$0 $01
KADIE BRUEGGEN DIRECTOR2 $0$0$0 $01
RANDI STRANGSTALIEN DIRECTOR2 $0$0$0 $01
MONTE DUNNUM DIRECTOR2 $0$0$0 $01
KATIE HELSETH DIRECTOR2 $0$0$0 $01
KYLE BAKKUM DIRECTOR2 $0$0$0 $01
2021 · 11 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARL STOKER PRESIDENT5 $0$0$0 $01
KADIE BRUEGGEN SECRETARY2 $0$0$0 $01
ERIK HOVEN VICE-PRESIDE2 $0$0$0 $01
ANDREA JOTHEN TREASURER5 $0$0$0 $01
ROBERT BOTHE SCHOOL LIASO2 $0$0$0 $01
CHRISTY TAINTER SCHOOL LIASO2 $0$0$0 $01
CARMEN FORTUN DIRECTOR2 $0$0$0 $01
RANDI STRANGSTALIEN DIRECTOR2 $0$0$0 $01
MONTE DUNNUM DIRECTOR2 $0$0$0 $01
KATIE HELSETH DIRECTOR2 $0$0$0 $01
KYLE BAKKUM DIRECTOR2 $0$0$0 $01
2020 · 11 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARL STOKER PRESIDENT5 $0$0$0 $01
KADIE BRUEGGEN SECRETARY2 $0$0$0 $01
ERIK HOVEN VICE-PRESIDE2 $0$0$0 $01
ANDREA JOTHEN TREASURER5 $0$0$0 $01
ROBERT BOTHE SCHOOL LIASO2 $0$0$0 $01
CHRISTY TAINTER SCHOOL LIASO2 $0$0$0 $01
CARMEN FORTUN DIRECTOR2 $0$0$0 $01
RANDI STRANGSTALIEN DIRECTOR2 $0$0$0 $01
MONTE DUNNUM DIRECTOR2 $0$0$0 $01
KATIE HELSETH DIRECTOR2 $0$0$0 $01
KYLE BAKKUM DIRECTOR2 $0$0$0 $01
2019 · 9 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARL STOKER PRESIDENT5 $0$0$0 $01
CARMEN FORTUN VICE PRESIDE2 $0$0$0 $01
KADIE BRUEGGEN SECRETARY2 $0$0$0 $01
ANDREA JOTHEN TREASURER5 $0$0$0 $01
ERIK HOVEN DIRECTOR2 $0$0$0 $01
SCOTT HAAKENSON DIRECTOR2 $0$0$0 $01
STEVE NELSON DIRECTOR2 $0$0$0 $01
RANDI STRANGSTALIEN DIRECTOR2 $0$0$0 $01
MONTE DUNNUM DIRECTOR2 $0$0$0 $01
2018 · 11 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Roger Harris Director5 $0$0$0 $01
Steve Nelson Director5 $0$0$0 $01
Scott Haakenson Director5 $0$0$0 $01
Julie Nelson Director5 $0$0$0 $01
Kari Bye Director5 $0$0$0 $02
Robert Bothe School Liason5 $0$0$0 $01
Christy Tainter School Liason5 $0$0$0 $01
Karl Stoker President5 $0$0$0 $01
Sara Olson Secretary5 $0$0$0 $01
Erik Hoven Treasurer5 $0$0$0 $01
Andrea Jothen Vice President5 $0$0$0 $01
2017 · 11 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steve Nelson Director5 $0$0$0 $01
Andrea Jothen Director5 $0$0$0 $01
Scott Haakenson Director5 $0$0$0 $01
Julie Nelson Director5 $0$0$0 $01
Kari Bye Director5 $0$0$0 $02
Robert Bothe School Liason5 $0$0$0 $01
Christy Tainter School Liason5 $0$0$0 $01
Craig Johnson President5 $0$0$0 $01
Roger Harris Vice President5 $0$0$0 $01
Sara Olson Secretary5 $0$0$0 $01
Erik Hoven Treasurer5 $0$0$0 $01
2013 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROD OLSON DIRECTOR- $0$0$0 $01
KARI BYE SCHOOL LIASO- $0$0$0 $02
KEN MANNING DIRECTOR- $0$0$0 $01
CHRISTY TAINTER SCHOOL LIASO- $0$0$0 $01
CEDRIC VEUM PRESIDENT- $0$0$0 $01
ROBERT BLAND TREASURER- $0$0$0 $02
LOIS STOKER SECRETARY- $0$0$0 $02
MICHAEL FENCL VICE PRESIDE- $0$0$0 $01
2012 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOIS STOKER DIRECTOR- $0$0$0 $02
MICHAEL FENCL DIRECTOR- $0$0$0 $01
KEN MANNING SCHOOL LIASO- $0$0$0 $01
CHRISTY TAINTER SCHOOL LIASO- $0$0$0 $01
CEDRIC VEUM PRESIDENT- $0$0$0 $01
ROD OLSON VICE PRESIDE- $0$0$0 $01
KARI BYE SECRETARY- $0$0$0 $02
ROBERT BLAND TREASURER- $0$0$0 $02
2011 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LOIS STOKER DIRECTOR- $0$0$0 $02
MICHAEL FENCL DIRECTOR- $0$0$0 $01
KEN MANNING SCHOOL LIASO- $0$0$0 $01
CHRISTY TAINTER SCHOOL LIASO- $0$0$0 $01
CEDRIC VEUM PRESIDENT- $0$0$0 $01
ROD OLSON VICE PRESIDE- $0$0$0 $01
KARI BYE SECRETARY- $0$0$0 $02
ROBERT BLAND TREASURER- $0$0$0 $02
2009 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROD OLSON pRESIDENT0 $0-$0 $01
ROGER HARRIS VICE PRESIDENT0 $0-$0 $01
RODNEY ENGH SECRETARY0 $0-$0 $01
LOIS STOKER TREASURER0 $0-$0 $02
KARI BYE DIRECTOR0 $0-$0 $02
STEVEN NESTINGEN DIRECTOR0 $0-$0 $01
KEN MANNING SCHOOL LIAISON0 $0-$0 $01
LISA SCHMITT SCHOOL LIAISON0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$111,894$109,523 $1,547,070$1,464,770 $65,486$0 -09
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$102,443$114,410 $1,313,084$1,212,534 $78,773$0 -09
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$134,412$121,702 $1,214,742$1,125,042 $106,951$0 -011
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$88,946$111,974 $1,512,013$1,429,063 $75,811$0 -09
2019 · Form 990 period ending 2020-09-30 · view filing · original 990 ↗
$65,576$99,650 $1,266,146$1,177,096 $49,141$0 -0-
2018 · Form 990 period ending 2019-09-30 · view filing · original 990 ↗
$293,078$102,411 $1,249,285$1,166,185 $259,934$0 $00-
2017 · Form 990 period ending 2018-09-30 · view filing · original 990 ↗
$274,870$98,418 $1,128,949$1,045,849 $247,086$0 $00-
2013 · Form 990 period ending 2014-09-30 · view filing · original 990 ↗
$56,636$78,745 $627,857$549,457 $27,575$0 -0-
2012 · Form 990 period ending 2013-09-30 · view filing · original 990 ↗
$126,947$75,661 $634,801$556,401 $92,720$0 -0-
2011 · Form 990 period ending 2012-09-30 · view filing · original 990 ↗
$68,638$70,380 $551,554$474,654 $52,750$0 -0-
2009 · Form 990EZ period ending 2010-09-30 · view filing · original 990 ↗
$32,019$67,535 $536,818$464,218 $30,690- ---

Funders of this organization

2 grantors reported grants to this organization, $75,857 in all, tax years 2015 to 2023. 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
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2015-2017, 2019-2021 6$75,750 2021$10,750
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “WESTBY NORSE SCHOLARSHIP FUND” 2020-2023 4$107 2023$36
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
BHS SCHOLARSHIPS INCWIB82 $126,116$94,556 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state, similar mission
WAUPACA HIGH SCHOOL SCHOLARSHIP FOUNDATION INCWIB82 $118,289$88,041 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state, similar mission
KIDS CHANCE OF WISCONSIN INCWIB82 $102,657$129,637 EXECUTIVE DIRECTOR$25,000 Same NTEE code B82, revenue within 2x, same state
GLADYS GERRITY SCHOLARSHIP TRWIB82 $123,340$108,130 TRUSTEE$26,318 Same NTEE code B82, revenue within 2x, same state
CAMP NICOLET FOUNDATION INCWIB82 $122,544$220,296 CHAIR/TREASU$0 Same NTEE code B82, revenue within 2x, same state
ARTHUR KRICHEVSKY MEMORIAL SCHOLARSHIP FUND 97300820 03 40118WIB82 $112,559$122,873 TRUSTEE$22,656 Same NTEE code B82, revenue within 2x, same state
MONONA GROVE EDUCATION FOUNDATION INCWIB82 $117,528$71,485 Director$0 Same NTEE code B82, revenue within 2x, same state
WHITNALL PARK ROTARY CLUB FOUNDATION INCWIB82 $105,090$166,512 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
WOMEN IN FOCUS INCORPORATEDWIB82 $110,352$74,837 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ALTRA FOUNDATION INCWIB82 $118,395$74,000 CHAIR$0 Same NTEE code B82, revenue within 2x, same state
WEBSTER FOUNDATION INCWIB82 $103,211$100,254 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
W E RUEBUSH FOUNDATIONWIB82 $124,470$117,771 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
CREATING POSSIBILITIES INCWIB82 $104,206$120,790 PRESIDENT AND CEO$0 Same NTEE code B82, revenue within 2x, same state
EDUCATION FOUNDATION OF HUDSONWIB82 $101,366$48,298 EXECUTIVE DI$0 Same NTEE code B82, revenue within 2x, same state
MONTICELLO FOUNDATION INCWIB82 $101,319$75,529 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
PRICE FOUNDATION CHARITABLE TRUSTWIB82 $115,392$100,005 President$0 Same NTEE code B82, revenue within 2x, same state
AL HURVIS ADAMM EDUCATION FOUNDATION INCWIB82 $101,780$154,876 CEO AND CHAIRMAN$0 Same NTEE code B82, revenue within 2x, same state
EPHRAIM MENS CLUBWIB82 $121,156$40,413 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
LOCAL UNION NO 1556 SCHOLARSHIP FUNDNYB82 $122,935$7,132 TRUSTEE$0 Same NTEE code B82, revenue within 2x, similar mission
CONDON SCHOLARSHIP FOUNDATIONORB82 $124,923$72,221 Director$0 Same NTEE code B82, revenue within 2x, similar mission
BHFA SCHOLARSHIP FUND INCCAB82 $101,865$3,281 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
FRED ZULFA MEMORIAL SCHOLARSHIP FUNDCAB82 $105,169$48,542 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar mission
HORIZONTE SCHOLARSHIP FUND INCUTB82 $117,399$88,871 PRESIDENT$0 Same NTEE code B82, revenue within 2x
NELLIE STONE JOHNSON SCHOLARSHIPMNB82 $116,938$85,730 Board Chair$0 Same NTEE code B82, revenue within 2x, similar mission
WHITE PASS SCHOLARSHIP FUNDWAB82 $116,455$66,988 CHAIRPERSON$0 Same NTEE code B82, revenue within 2x, similar name

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
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor$461,94718 22010–2024 WAUPACA HIGH SCHOOL SCHOLARSHIP FOUNDATION INC; KIDS CHANCE OF WISCONSIN INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$417,97531 172016–2024 OLE SCHOOL SCHOLARSHIP FUND; SOUTHWEST MICHIGAN CADDY FOUNDATION; WHIRLY GIRLS SCHOLARSHIP FUND INC; EVANS SCHOLARS FOUNDATION and 13 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$417,61236 142016–2024 WHITE PASS SCHOLARSHIP FUND; EVANS SCHOLARS FOUNDATION; NAPA COUNTY AAUW SCHOLARSHIP FOUNDATION; MONTICELLO FOUNDATION INC and 10 more
OREGON COMMUNITY FOUNDATION DAF sponsor$295,95421 32014–2024 CONDON SCHOLARSHIP FOUNDATION; POWERS COMMUNITY SCHOLARSHIP FUND; BHFA SCHOLARSHIP FUND INC
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor$215,2508 12016–2024 CATHOLIC BUSINESS NETWORK OF WASHINGTON DC SCHOLARSHIP GRANT FO
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$152,5239 42019–2024 WARRENTON HIGH SCHOOL SCHOLARSHIPS INC; WHITE PASS SCHOLARSHIP FUND; IRANIAN AMERICAN SCHOLARSHIP FUND INC; JOHN FRANKLIN SCHOLARSHIP ASSOCIATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$90,5003 22016–2024 JIMMY LEE SCHOLARSHIP FUND; BAJA SCHOLARSHIP FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$80,0008 12017–2024 SOUTHWEST MICHIGAN CADDY FOUNDATION
GEORGE S ECCLES AND DELORES DORE ECCLES FOUNDATION Private foundation$75,0002 12023–2024 HORIZONTE SCHOLARSHIP FUND INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$73,2827 42021–2024 CAMPUS BOUND SCHOLARS INC; NAPA COUNTY AAUW SCHOLARSHIP FOUNDATION; JIMMY LEE SCHOLARSHIP FUND; WARRENTON HIGH SCHOOL SCHOLARSHIPS INC
ROBERT F BEARD CHARITABLE FOUNDATION Private foundation$55,0001 12017–2017 EDUCATION FOUNDATION OF HUDSON
T ROWE PRICE PROGRAM FOR CHARITABLE GIVING INC DAF sponsor$50,0001 12021–2021 OLE SCHOOL SCHOLARSHIP FUND
THE HAND FOUNDATION INCORPORATED Private foundation$50,0001 12024–2024 CONNIE AND RICKY SPARKS SCHOLARSHIP FOUNDATION
COLUMBUS FOUNDATION DAF sponsor$43,01018 12011–2024 SCHOLARSHIP OPPORTUNITIES FOR SUCCESS
GIVE BACK FOUNDATION DAF sponsor$41,6155 12021–2025 ENTREPRENEURS SCHOLARSHIP PROGRAM

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.

2023 · Form 990 · $109,523 spent · pay $0 · grants $95,050 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $95,050$95,050-- 86.8%
Fees: investment management $12,173-$12,173- 11.1%
Information technology $1,500-$1,500- 1.4%
Fees: accounting $425-$425- 0.4%
Office expenses $375-$375- 0.3%
Total$109,523100%

View the filing

2022 · Form 990 · $114,410 spent · pay $0 · grants $99,685 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $99,685$99,685-- 87.1%
Fees: investment management $11,675-$11,675- 10.2%
Information technology $1,980-$1,980- 1.7%
Fees: accounting $895-$895- 0.8%
Office expenses $175-$175- 0.2%
Total$114,410100%

View the filing

2021 · Form 990 · $121,702 spent · pay $0 · grants $107,850 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $107,850$107,850-- 88.6%
Fees: investment management $12,525-$12,525- 10.3%
Information technology $705-$705- 0.6%
Fees: accounting $450-$450- 0.4%
Office expenses $155-$155- 0.1%
Fees: other services $17-$17- 0.0%
Total$121,702100%

View the filing

2020 · Form 990 · $111,974 spent · pay $0 · grants $99,350 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $99,350$99,350-- 88.7%
Fees: investment management $11,063-$11,063- 9.9%
Fees: accounting $800-$800- 0.7%
Information technology $600-$600- 0.5%
Office expenses $76-$76- 0.1%
Other (as described)REGISTRATION FEES $54-$54- 0.0%
Fees: other services $31-$31- 0.0%
Total$111,974100%

View the filing

2019 · Form 990 · $99,650 spent · pay $0 · grants $87,300 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $87,300$87,300-- 87.6%
Fees: investment management $10,404-$10,404- 10.4%
Other (as described)WEBSITE & SOFTWARE $910-$910- 0.9%
Fees: accounting $800-$800- 0.8%
Office expenses $152-$152- 0.2%
Other (as described)REGISTRATION FEES $64-$64- 0.1%
Fees: other services $20-$20- 0.0%
Total$99,650100%

View the filing

2018 · Form 990 · $102,411 spent · pay $0 · grants $85,250 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $85,250$85,250-- 83.2%
Fees: investment management $9,016-$9,016- 8.8%
Other (as described)Newletter $6,584-$6,584- 6.4%
Other (as described)WEBSITE & SOFTWARE $660-$660- 0.6%
Fees: accounting $450-$450- 0.4%
Other (as described)ADMINITRATIVE $397-$397- 0.4%
Office expenses $54-$54- 0.1%
Total$102,411100%

View the filing

2017 · Form 990 · $98,418 spent · pay $0 · grants $83,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $83,500$83,500-- 84.8%
Fees: investment management $9,038-$9,038- 9.2%
Other (as described)Newletter $5,380-$5,380- 5.5%
Other (as described)ADMINITRATIVE $190-$190- 0.2%
Other (as described)Postage and Shipping $134-$134- 0.1%
Office expenses $102-$102- 0.1%
Other (as described)BUS REGISTRATION $64-$64- 0.1%
All other expenses $10-$10- 0.0%
Total$98,418100%

View the filing

2013 · Form 990 · $78,745 spent · pay $0 · grants $68,050 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $68,050$68,050-- 86.4%
Fees: investment management $5,002-$5,002- 6.4%
Other (as described)NEWSLETTER EXPENSE $4,684-$4,684- 5.9%
Fees: accounting $425-$425- 0.5%
Other (as described)ADMINISTRATIVE EXPENSE $326-$326- 0.4%
Other (as described)WEBSITE EXPENSE $200-$200- 0.3%
Other (as described)MISC. EXPENSE $53-$53- 0.1%
All other expenses $3-$3- 0.0%
Interest $2-$2- 0.0%
Total$78,745100%

View the filing

2012 · Form 990 · $75,661 spent · pay $0 · grants $67,550 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $67,550$67,550-- 89.3%
Fees: investment management $4,186-$4,186- 5.5%
Other (as described)NEWSLETTER EXPENSE $2,673-$2,673- 3.5%
Fees: accounting $400-$400- 0.5%
Other (as described)WEBSITE EXPENSE $400-$400- 0.5%
Other (as described)ADMINISTRATIVE EXPENSE $282-$282- 0.4%
Other (as described)MISC. EXPENSE $136-$136- 0.2%
All other expenses $34-$34- 0.0%
Total$75,661100%

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2011 · Form 990 · $70,380 spent · pay $0 · grants $62,700 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $62,700$62,700-- 89.1%
Fees: investment management $4,110-$4,110- 5.8%
Other (as described)NEWSLETTER EXPENSE $2,483-$2,483- 3.5%
Fees: accounting $740-$740- 1.1%
Other (as described)ADMINISTRATIVE EXPENSE $163-$163- 0.2%
Other (as described)MISC. EXPENSE $93-$93- 0.1%
Other (as described)WEBSITE EXPENSE $75-$75- 0.1%
All other expenses $16-$16- 0.0%
Total$70,380100%

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2009 · Form 990EZ · $67,535 spent · pay $0 · grants $59,950 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $59,950 88.8%
Other expenses (detail on Schedule O) $6,666 9.9%
Fees to independent contractors $725 1.1%
Printing, publications, postage $194 0.3%
Total$67,535100%

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