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WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC

Cite this

Plain text WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC. Strategy Studio, nonprofit organization profile, tax years 2013–2025. https://strategystudio.org/org/452034418. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/452034418

MLA “WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC.” Strategy Studio, tax years 2013–2025, https://strategystudio.org/org/452034418. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2013–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $1.4M · expenses $488K · assets $10.5M

Also known as
MEMORIAL FUND INC
EIN
45-2034418
Address
3834 COUNTY ROAD A, ROSHOLT, WI 54473-8826
Website
HTTP://WLF.INFO
NTEE code
P86
Subsection
501(c)(3)
Ruling year
2011
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE FINANCIAL SUPPORT FROM TIME TO TIME TO FURTHER CERTAIN OF THE EXEMPT PURPOSES OF THE WISCONSIN LIONS FOUNDATION, INC.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 42 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

42 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
Denise Gibbons TREASURER2025 1 $0 reported 4
Darrel Dwyer DIRECTOR2023-2025 1 $0 reported 2
Patty Krug DIRECTOR2024-2025 1 $0 reported 2
Greg Clark VICE PRESIDE2024-2025 1 $0 reported 1
Brian Dulmes PRESIDENT2022-2025 1 $0 reported 3
Dg Kayleen Rosman COUNCIL REP.2025 1 $0 reported 1
Jim Olson SECRETARY2025 1 $0 reported 2
Pat Hart (former) DIRECTOR2022-2024 1 $0 reported 2
Dg Slava Krol (former) COUNCIL REP.2024 1 $0 reported 2
Dave Strudthoff (former) PRESIDENT2022-2024 1 $0 reported 2
Dennis Sykora (former) DIRECTOR2023 1 $0 reported 4
Brad Behrens (former) DIRECTOR2021-2023 1 $0 reported 3
Conrad Dreyer (former) PRESIDENT2021-2023 1 $0 reported 2
Dan Montaine (former) PRESIDENT2020-2022 1 $0 reported 5
Larry Testa (former) DIRECTOR2020-2022 1 $0 reported 2
Bill Anderson (former) DIRECTOR2021 1 $0 reported 4
Darrel Blank (former) DIRECTOR2019-2021 1 $0 reported 6
Randy Kissack (former) PRESIDENT2019-2021 1 $0 reported 1
Eric Zingler (former) DIRECTOR2020 1 $0 reported 2
Victoria Blahnik (former) PRESIDENT2019-2020 1 $0 reported 1
Mary Vrieze (former) DIRECTOR2018-2020 1 $0 reported 2
Tal Janowitz (former) DIRECTOR2017-2019 1 $0 reported 3
Mary Ann Gretenhardt (former) DIRECTOR2019 1 $0 reported 3
Terry Peters (former) PRESIDENT2017-2019 1 $0 reported 1
Jay Nesseth (former) PRESIDENT2016-2018 1 $0 reported 5
B J Blahnik (former) SECRETARY2018 1 $0 reported 2
Jo Marson (former) DIRECTOR2016-2018 1 $0 reported 2
Diane Fansler (former) DIRECTOR2018 1 $0 reported 3
John Dickson (former) DIRECTOR2016-2017 1 $0 reported 2
Don Hartvig (former) DIRECTOR2017 1 $0 reported 2
Eric Holthaus (former) PRESIDENT2016-2017 1 $0 reported 3
Tom Mueller (former) DIRECTOR2014-2016 1 $0 reported 2
Jordan Chadwick (former) PRESIDENT2014-2016 1 $0 reported 1
Tom Rutledge (former) DIRECTOR2016 1 $0 reported 1
Lee Vrieze (former) DIRECTOR2013-2014 1 $0 reported 5
Jack Reindl (former) DIRECTOR2013-2014 1 $0 reported 2
Gary Colton (former) PRESIDENT2013-2014 1 $0 reported 1
John Mastalir (former) VICE PRESIDE2013-2014 1 $0 reported 2
Deloris Lafaive (former) DIRECTOR2014 1 $0 reported 1
David Hempel (former) DIRECTOR2013 1 $0 reported 3
Glen Moegenburg (former) PRESIDENT2013 1 $0 reported 2
Tom Abts (former) DIRECTOR2013 1 $0 reported 2

People by year

2025 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG CLARK VICE PRESIDE1 $0$0$0 $01
DARREL DWYER DIRECTOR1 $0$0$0 $02
PATTY KRUG DIRECTOR1 $0$0$0 $02
DG KAYLEEN ROSMAN COUNCIL REP.1 $0$0$0 $01
BRIAN DULMES PRESIDENT1 $0$0$0 $03
DENISE GIBBONS TREASURER1 $0$0$0 $04
JIM OLSON SECRETARY1 $0$0$0 $02
2024 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVE STRUDTHOFF PRESIDENT1 $0$0$0 $02
GREG CLARK SECRETARY1 $0$0$0 $01
BRIAN DULMES VICE PRESIDE1 $0$0$0 $03
DARREL DWYER DIRECTOR1 $0$0$0 $02
PAT HART DIRECTOR1 $0$0$0 $02
PATTY KRUG TREASURER1 $0$0$0 $02
DG SLAVA KROL COUNCIL REP.1 $0$0$0 $02
2023 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CONRAD DREYER PRESIDENT1 $0$0$0 $02
DAVE STRUDTHOFF VICE PRESIDE1 $0$0$0 $02
BRIAN DULMES SECRETARY1 $0$0$0 $03
DARREL DWYER TREASURER1 $0$0$0 $02
PAT HART DIRECTOR1 $0$0$0 $02
BRAD BEHRENS DIRECTOR1 $0$0$0 $03
DENNIS SYKORA DIRECTOR1 $0$0$0 $04
2022 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAN MONTAINE PRESIDENT1 $0$0$0 $05
CONRAD DREYER VICE PRESIDE1 $0$0$0 $02
DAVE STRUDTHOFF SECRETARY1 $0$0$0 $02
PAT HART TREASURER1 $0$0$0 $02
LARRY TESTA DIRECTOR1 $0$0$0 $02
BRAD BEHRENS DIRECTOR1 $0$0$0 $03
BRIAN DULMES DIRECTOR1 $0$0$0 $03
2021 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RANDY KISSACK PRESIDENT1 $0$0$0 $01
DAN MONTAINE VICE PRESIDE1 $0$0$0 $05
CONRAD DREYER SECRETARY1 $0$0$0 $02
BRAD BEHRENS TREASUER1 $0$0$0 $03
LARRY TESTA DIRECTOR1 $0$0$0 $02
DARREL BLANK DIRECTOR1 $0$0$0 $06
BILL ANDERSON DIRECTOR1 $0$0$0 $04
2020 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICTORIA BLAHNIK PRESIDENT1 $0$0$0 $01
RANDY KISSACK VICE PRESIDE1 $0$0$0 $01
DAN MONTAINE SECRETARY1 $0$0$0 $05
LARRY TESTA TREASUER1 $0$0$0 $02
MARY VRIEZE DIRECTOR1 $0$0$0 $02
DARREL BLANK DIRECTOR1 $0$0$0 $06
ERIC ZINGLER DIRECTOR1 $0$0$0 $02
2019 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICTORIA BLAHNIK VICE PRESIDE1 $0$0$0 $01
DARREL BLANK TREASUER1 $0$0$0 $06
MARY ANN GRETENHARDT DIRECTOR1 $0$0$0 $03
TAL JANOWITZ DIRECTOR1 $0$0$0 $03
RANDY KISSACK SECRETARY1 $0$0$0 $01
TERRY PETERS PRESIDENT1 $0$0$0 $01
MARY VRIEZE DIRECTOR1 $0$0$0 $02
2018 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY PETERS VICE PRESIDE1 $0$0$0 $01
B J BLAHNIK SECRETARY1 $0$0$0 $02
JAY NESSETH PRESIDENT1 $0$0$0 $05
JO MARSON DIRECTOR1 $0$0$0 $02
MARY VRIEZE TREASURER1 $0$0$0 $02
TAL JANOWITZ DIRECTOR1 $0$0$0 $03
DIANE FANSLER DIRECTOR1 $0$0$0 $03
2017 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY PETERS SECRETARY1 $0$0$0 $01
ERIC HOLTHAUS PRESIDENT1 $0$0$0 $03
JAY NESSETH VICE PRESIDE1 $0$0$0 $05
JO MARSON DIRECTOR1 $0$0$0 $02
JOHN DICKSON DIRECTOR1 $0$0$0 $02
TAL JANOWITZ TREASURER1 $0$0$0 $03
DON HARTVIG DIRECTOR1 $0$0$0 $02
2016 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JORDAN CHADWICK PRESIDENT1 $0$0$0 $01
ERIC HOLTHAUS VICE PRESIDE1 $0$0$0 $03
JAY NESSETH SECRETARY1 $0$0$0 $05
JO MARSON TREASURER1 $0$0$0 $02
JOHN DICKSON DIRECTOR1 $0$0$0 $02
TOM MUELLER DIRECTOR1 $0$0$0 $02
TOM RUTLEDGE DIRECTOR1 $0$0$0 $01
2014 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JORDAN CHADWICK SECRETARY1 $0$0$0 $01
GARY COLTON PRESIDENT1 $0$0$0 $01
JOHN MASTALIR VICE PRESIDE1 $0$0$0 $02
JACK REINDL DIRECTOR1 $0$0$0 $02
LEE VRIEZE DIRECTOR1 $0$0$0 $05
TOM MUELLER TREASURER1 $0$0$0 $02
DELORIS LAFAIVE DIRECTOR1 $0$0$0 $01
2013 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GLEN MOEGENBURG PRESIDENT1 $0$0$0 $02
GARY COLTON VICE PRESIDE1 $0$0$0 $01
JOHN MASTALIR SECRETARY1 $0$0$0 $02
JACK REINDL TREASURER1 $0$0$0 $02
LEE VRIEZE DIRECTOR1 $0$0$0 $05
DAVID HEMPEL DIRECTOR1 $0$0$0 $03
TOM ABTS DIRECTOR1 $0$0$0 $02

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.

2025 · 1 grant to organizations · $400K
2024 · 1 grant to organizations · $300K
2023 · 1 grant to organizations · $400K
2022 · 1 grant to organizations · $300K
2020 · 1 grant to organizations · $200K
2019 · 1 grant to organizations · $150K
2018 · 1 grant to organizations · $125K
2017 · 1 grant to organizations · $100K

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 ↗
$1,361,124$487,824 $10,454,439$10,454,239 $101,684$0 -07
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$409,577$381,849 $9,361,209$9,360,996 $107,596$0 -07
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$228,741$471,864 $7,948,303$7,948,303 $119,840$0 -07
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$532,200$365,921 $6,968,761$6,966,251 $106,390$0 -07
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$498,923$92,559 $8,487,470$8,485,797 $84,085$0 -07
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$566,931$252,001 $7,383,876$7,382,157 $113,216$0 -07
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$292,616$203,462 $6,381,403$6,380,592 $116,691$0 -07
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$172,832$168,673 $5,406,353$5,405,461 $108,830$0 -07
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$881,382$149,931 $5,582,396$5,581,391 $104,887$0 -07
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$162,672$48,353 $5,026,933$5,026,045 $110,343$0 -07
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$257,182$50,270 $4,710,782$4,709,485 $111,050$0 -07
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$523,035$151,472 $4,371,156$4,370,191 $128,766$0 -07

Funders of this organization

1 grantor reported grants to this organization, $31 in all, tax years 2020 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
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC” 2020-2023 4$31 2023$16
show

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ASSOCIATED BLIND FOUNDATION INCNYP86 $1,402,608$301,214 SECRETARY$0 Same NTEE code P86, revenue within 2x
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JACOBUS TEN BROEK MEMORIAL ENDOWMENT FUNDMDP86 $1,286,829$1,887,418 PRESIDENT$0 Same NTEE code P86, revenue within 2x
VISIONSERVE ALLIANCE INCMOP86 $834,857$1,021,741 PRESIDENT/CE$187,746 Same NTEE code P86, revenue within 2x
NEW VISION FOR INDEPENDENCE INCFLP86 $760,417$649,692 PRESIDENT/CEO$71,932 Same NTEE code P86, revenue within 2x
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LIGHTHOUSE FOR THE VISUALLY IMPAIRED AND BLIND INCFLP86 $1,392,713$1,445,470 EXECUTIVE DIRECTOR$104,438 Same NTEE code P86, revenue within 2x
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LIGHTHOUSE OF COLLIER INCFLP86 $1,234,429$866,528 CEO$106,540 Same NTEE code P86, revenue within 2x
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PAWS4PEOPLE INCNCP86 $2,132,339$4,343,970 VICE-CHAIRMAN & PERMANENT$66,615 Same NTEE code P86, revenue within 2x
NORTH CAROLINA LIONS INCORPORATEDNCP86 $1,709,376$1,811,433 EXECUTIVE DI$80,400 Same NTEE code P86, revenue within 2x
CENTER FOR THE BLIND AND VISUALLY IMPAIREDPAP86 $729,319$860,022 CEO$219,958 Same NTEE code P86, revenue within 2x
NATIONAL SOCIETY TO PREVENT BLINDNESSNCP86 $1,965,070$1,793,789 PRESIDENT/CE$210,647 Same NTEE code P86, revenue within 2x
CANINES FOR SERVICE INCNCP86 $1,419,491$1,167,039 Executive Dir.$101,527 Same NTEE code P86, revenue within 2x
SIGHTS FOR HOPEPAP86 $1,466,667$1,413,034 EXECUTIVE DIRECTOR CEO$87,057 Same NTEE code P86, revenue within 2x
EVANSVILLE ASSN FOR THE BLINDINP86 $1,248,463$1,356,741 EXECUTIVE DIRECTOR$87,804 Same NTEE code P86, revenue within 2x
THE SIGHT CENTER OF NORTHWEST PENNSYLVANIAPAP86 $1,175,112$1,116,115 CEO$129,558 Same NTEE code P86, revenue within 2x
COMPUTER SERVICES FOR THE BLIND INCNYP86 $820,727$1,094,232 EXEC. DIR$149,423 Same NTEE code P86, revenue within 2x
SERVICE DOGS OF VIRGINIA INCVAP86 $1,441,214$522,179 EXECUTIVE DI$89,386 Same NTEE code P86, revenue within 2x
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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 CLEVELAND FOUNDATION DAF sponsor$12,905,66814 12010–2024 CLEVELAND SOCIETY FOR THE BLIND
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$6,032,649128 322016–2024 GUIDING EYES FOR THE BLIND INC; ENVISION DALLAS LIGHTHOUSE FOUNDATION; LIGHTHOUSE OF COLLIER INC; FIDELCO GUIDE DOG FOUNDATION INC and 28 more
UNITED WAY OF GREATER CINCINNATI FOUNDATION DAF sponsor$5,028,83727 22010–2024 CINCINNATI ASSOCIATION FOR THE BLIND; CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$4,661,2149 32017–2024 GUIDING EYES FOR THE BLIND INC; INTERNATIONAL GUIDING EYES INC; PAWS 4 LIBERTY
NATIONAL PHILANTHROPIC TR DAF sponsor$3,566,87236 112014–2024 GUIDING EYES FOR THE BLIND INC; AMERICAN FOUNDATION FOR THE BLIND INC; INTERNATIONAL GUIDING EYES INC; FIDELCO GUIDE DOG FOUNDATION INC and 7 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,913,04487 232014–2024 GUIDING EYES FOR THE BLIND INC; SERVICE DOGS OF VIRGINIA INC; AMERICAN FOUNDATION FOR THE BLIND INC; INTERNATIONAL GUIDING EYES INC and 19 more
THE PITTSBURGH FOUNDATION DAF sponsor$2,843,78923 32010–2024 BLIND AND VISION REHABILITATION SERVICES OF PITTSBURGH; WESTMORELAND COUNTY BLIND ASSOCIATION; SAINT LUCYS AUXILIARY TO THE BLIND
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,106,12971 212019–2024 INTERNATIONAL GUIDING EYES INC; GUIDING EYES FOR THE BLIND INC; SAN ANTONIO LIGHTHOUSE FOR THE BLIND; FIDELCO GUIDE DOG FOUNDATION INC and 17 more
ANAHATA FOUNDATION Private foundation$2,070,0006 12019–2024 FIDELCO GUIDE DOG FOUNDATION INC
THE RHODE ISLAND COMMUNITY FOUNDATION DAF sponsor$1,778,69833 22019–2024 IN-SIGHT; GUIDING EYES FOR THE BLIND INC
GREATER CINCINNATI FOUNDATION DAF sponsor$1,705,33132 42010–2024 CINCINNATI ASSOCIATION FOR THE BLIND; CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED; GUIDING EYES FOR THE BLIND INC; INTERNATIONAL GUIDING EYES INC
J E AND L E MABEE FOUNDATION INC Private foundation$1,550,0004 22012–2018 ENVISION INC; SAN ANTONIO LIGHTHOUSE FOR THE BLIND
THE BATCHELOR FOUNDATION INC Private foundation$1,350,00010 22012–2020 MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC; FLORIDA OUTREACH CENTER FOR THE BLIND INC
E MATILDA ZIEGLER FDN FOR THE BLIND Private foundation$1,260,0009 12015–2023 FIDELCO GUIDE DOG FOUNDATION INC
LEHIGH VALLEY COMMUNITY FOUNDATION DAF sponsor$1,207,75722 22013–2024 GUIDING EYES FOR THE BLIND INC; SIGHTS FOR HOPE

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 · $487,824 spent · pay $0 · grants $400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $400,000$400,000-- 82.0%
Fees: investment management $57,014-$57,014- 11.7%
Other (as described)PLAQUES AND ENGRAVING $11,177-$11,177- 2.3%
Other (as described)ADMINISTRATIVE FEES $8,501-$8,501- 1.7%
Fees: accounting $8,250-$8,250- 1.7%
Travel $1,391-$1,391- 0.3%
Office expenses $1,070$1,070-- 0.2%
Advertising and promotion $421-$421- 0.1%
Total$487,824100%

View the filing

2024 · Form 990 · $381,849 spent · pay $0 · grants $300,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $300,000$300,000-- 78.6%
Fees: investment management $52,173-$52,173- 13.7%
Other (as described)PLAQUES AND ENGRAVING $10,613-$10,613- 2.8%
Other (as described)ADMINISTRATIVE FEES $8,400-$8,400- 2.2%
Fees: accounting $8,000-$8,000- 2.1%
Office expenses $1,513$1,513-- 0.4%
Travel $1,150-$1,150- 0.3%
Total$381,849100%

View the filing

2023 · Form 990 · $471,864 spent · pay $0 · grants $400,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $400,000$400,000-- 84.8%
Fees: investment management $44,691-$44,691- 9.5%
Other (as described)PLAQUES AND ENGRAVING $9,409-$9,409- 2.0%
Fees: accounting $7,768-$7,768- 1.6%
Other (as described)ADMINISTRATIVE FEES $6,853-$6,853- 1.5%
Advertising and promotion $1,426-$1,426- 0.3%
Office expenses $1,403$1,403-- 0.3%
Travel $314-$314- 0.1%
Total$471,864100%

View the filing

2022 · Form 990 · $365,921 spent · pay $0 · grants $300,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $300,000$300,000-- 82.0%
Fees: investment management $45,853-$45,853- 12.5%
Fees: accounting $7,920-$7,920- 2.2%
Other (as described)PLAQUES AND ENGRAVING $7,167-$7,167- 2.0%
Other (as described)ADMINISTRATIVE FEES $3,804-$3,804- 1.0%
Office expenses $1,167$1,167-- 0.3%
Other (as described)BANK FEES $10-$10- 0.0%
Total$365,921100%

View the filing

2021 · Form 990 · $92,559 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $68,609-$68,609- 74.1%
Other (as described)PLAQUES AND ENGRAVING $12,483-$12,483- 13.5%
Fees: accounting $7,000-$7,000- 7.6%
Other (as described)ADMINISTRATIVE FEES $3,750-$3,750- 4.1%
Office expenses $717$717-- 0.8%
Total$92,559100%

View the filing

2020 · Form 990 · $252,001 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $200,000$200,000-- 79.4%
Fees: investment management $36,395-$36,395- 14.4%
Fees: accounting $6,693-$6,693- 2.7%
Other (as described)PLAQUES AND ENGRAVING $5,406-$5,406- 2.1%
Other (as described)ADMINISTRATIVE FEES $3,213-$3,213- 1.3%
Office expenses $294$294-- 0.1%
Total$252,001100%

View the filing

2019 · Form 990 · $203,462 spent · pay $0 · grants $150,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $150,000$150,000-- 73.7%
Fees: investment management $34,780-$34,780- 17.1%
Other (as described)PLAQUES AND ENGRAVING $7,822-$7,822- 3.8%
Fees: accounting $6,474-$6,474- 3.2%
Other (as described)ADMINISTRATIVE FEES $3,346-$3,346- 1.6%
Office expenses $1,040$1,040-- 0.5%
Total$203,462100%

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2018 · Form 990 · $168,673 spent · pay $0 · grants $125,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $125,000$125,000-- 74.1%
Fees: investment management $26,688-$26,688- 15.8%
Other (as described)PLAQUES AND ENGRAVING $7,346-$7,346- 4.4%
Fees: accounting $5,926-$5,926- 3.5%
Other (as described)ADMINISTRATIVE FEES $3,307-$3,307- 2.0%
Office expenses $406$406-- 0.2%
Total$168,673100%

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2017 · Form 990 · $149,931 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $100,000$100,000-- 66.7%
Fees: investment management $33,942-$33,942- 22.6%
Other (as described)PLAQUES AND ENGRAVING $6,503-$6,503- 4.3%
Fees: accounting $5,961-$5,961- 4.0%
Other (as described)ADMINISTRATIVE FEES $3,204-$3,204- 2.1%
Office expenses $321$321-- 0.2%
Total$149,931100%

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2016 · Form 990 · $48,353 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $31,492-$31,492- 65.1%
Other (as described)PLAQUES AND ENGRAVING $7,025-$7,025- 14.5%
Fees: accounting $5,995-$5,995- 12.4%
Other (as described)ADMINISTRATIVE FEES $3,000-$3,000- 6.2%
Office expenses $841$841-- 1.7%
Total$48,353100%

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2014 · Form 990 · $50,270 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $29,977-$29,977- 59.6%
Other (as described)PLAQUES AND ENGRAVING $9,973-$9,973- 19.8%
Fees: accounting $6,734-$6,734- 13.4%
Other (as described)ADMINISTRATIVE FEES $3,063-$3,063- 6.1%
Office expenses $523$523-- 1.0%
Total$50,270100%

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2013 · Form 990 · $151,472 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)INTEREST TRANSFER $103,224$103,224-- 68.1%
Fees: investment management $28,135-$28,135- 18.6%
Other (as described)PLAQUES AND ENGRAVING $10,095-$10,095- 6.7%
Fees: accounting $5,354-$5,354- 3.5%
Other (as described)ADMINISTRATIVE FEES $3,377-$3,377- 2.2%
Office expenses $1,287$1,287-- 0.8%
Total$151,472100%

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