STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PROJECT GATEHOUSE ENDOWMENT

Cite this

Plain text PROJECT GATEHOUSE ENDOWMENT. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/463554397. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). PROJECT GATEHOUSE ENDOWMENT [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/463554397

MLA “PROJECT GATEHOUSE ENDOWMENT.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/463554397. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $4.8M · expenses $1.3M · assets $95.9M

EIN
46-3554397
Address
670 WESTPORT PKWY, GRAPEVINE, TX 76051-6739
NTEE code
P99
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Mission

PROJECT GATEHOUSE ENDOWMENT IS A LONG-TERM ENDOWMENT FOR THE BENEFIT OF PROJECTHANDUP AND TO PROVIDE A REASONABLY STABLE AND PREDICTABLE SOURCE OF FUNDS FOR PROJECTHANDUP.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 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
Todd Armstrong DIRECTOR2019-2024 1 $0 reported 1
Tom Hund SECRETARY2013-2024 1 $0 reported 1
Matthew K Rose PRESIDENT2013-2024 1 $0 reported 1
Victor Sansone DIRECTOR2017-2024 1 $0 reported 1
Carl Ice (former) DIRECTOR2013-2022 Not reported $0 reported 1
Shelly Venick (former) DIRECTOR2013-2016 Not reported $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT1 $0-$0 $01
TOM HUND SECRETARY1 $0-$0 $01
VICTOR SANSONE DIRECTOR1 $0-$0 $01
TODD ARMSTRONG DIRECTOR1 $0-$0 $01
2023 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD ARMSTRONG DIRECTOR- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
VICTOR SANSONE DIRECTOR- $0$0$0 $01
2022 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD ARMSTRONG DIRECTOR- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
CARL ICE DIRECTOR- $0$0$0 $01
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
VICTOR SANSONE DIRECTOR- $0$0$0 $01
2021 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD ARMSTRONG DIRECTOR1 $0$0$0 $01
TOM HUND SECRETARY1 $0$0$0 $01
CARL ICE DIRECTOR1 $0$0$0 $01
MATTHEW K ROSE PRESIDENT1 $0$0$0 $01
VICTOR SANSONE DIRECTOR1 $0$0$0 $01
2020 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD ARMSTRONG DIRECTOR1 $0$0$0 $01
TOM HUND SECRETARY1 $0$0$0 $01
CARL ICE DIRECTOR1 $0$0$0 $01
MATTHEW K ROSE PRESIDENT1 $0$0$0 $01
VICTOR SANSONE DIRECTOR1 $0$0$0 $01
2019 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TODD ARMSTRONG DIRECTOR- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
CARL ICE DIRECTOR- $0$0$0 $01
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
VICTOR SANSONE DIRECTOR- $0$0$0 $01
2018 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
VICTOR SANSONE DIRECTOR- $0$0$0 $01
CARL ICE DIRECTOR- $0$0$0 $01
2017 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
VICTOR SANSONE DIRECTOR- $0$0$0 $01
CARL ICE DIRECTOR- $0$0$0 $01
2016 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT- $0$0$0 $01
TOM HUND SECRETARY- $0$0$0 $01
SHELLY VENICK DIRECTOR- $0$0$0 $01
CARL ICE DIRECTOR- $0$0$0 $01
2015 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT1 $0$0$0 $01
TOM HUND SECRETARY1 $0$0$0 $01
SHELLY VENICK DIRECTOR1 $0$0$0 $01
CARL ICE DIRECTOR1 $0$0$0 $01
2014 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT1 $0$0$0 $01
TOM HUND SECRETARY1 $0$0$0 $01
SHELLY VENICK DIRECTOR1 $0$0$0 $01
CARL ICE DIRECTOR1 $0$0$0 $01
2013 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATTHEW K ROSE PRESIDENT1 $0$0$0 $01
TOM HUND SECRETARY1 $0$0$0 $01
SHELLY VENICK DIRECTOR1 $0$0$0 $01
CARL ICE DIRECTOR1 $0$0$0 $01

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.

2024 · 0 grants to organizations · $0 · 1 grant to individuals · $441K
2023 · 1 grant to organizations · $773K
2022 · 1 grant to organizations · $500K
2021 · 1 grant to organizations · $190K
2020 · 1 grant to organizations · $520K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $831K
#ContributorTypeCity, stateTotalNoncashSource
1 MATTHEW AND LISA ROSE Person WEST LAKE, TX $830,575- Form 990PF Sch. B, 2024 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-08-31 · view filing · original 990 ↗
$4,753,612$1,316,649 $95,892,771$95,892,771 $830,575- ---
2023 · Form 990 period ending 2024-08-31 · view filing · original 990 ↗
$4,096,893$1,734,881 $83,702,450$83,702,450 $830,719$0 -0-
2022 · Form 990 period ending 2023-08-31 · view filing · original 990 ↗
$3,233,502$1,345,568 $73,890,309$73,890,309 $838,537$0 -0-
2021 · Form 990 period ending 2022-08-31 · view filing · original 990 ↗
$3,536,290$1,058,656 $72,542,595$72,542,595 $907,192$0 -0-
2020 · Form 990 period ending 2021-08-31 · view filing · original 990 ↗
$5,966,416$999,862 $75,617,880$75,617,880 $1,591,411$0 -0-
2019 · Form 990 period ending 2020-08-31 · view filing · original 990 ↗
$4,413,521$355,266 $62,187,514$62,187,514 $908,398$0 -0-
2018 · Form 990 period ending 2019-08-31 · view filing · original 990 ↗
$4,485,834$357,168 $58,779,252$58,779,252 $1,154,548$0 -0-
2017 · Form 990 period ending 2018-08-31 · view filing · original 990 ↗
$6,205,821$215,134 $55,525,081$55,525,081 $872,152$0 -0-
2016 · Form 990 period ending 2017-08-31 · view filing · original 990 ↗
$6,632,514$120,846 $50,637,709$50,637,709 $5,750,045$0 -0-
2015 · Form 990 period ending 2016-08-31 · amended · view filing · original 990 ↗
$26,157,096$68,974 $41,019,184$41,019,184 $22,749,124$0 -0-
2015 · Form 990 period ending 2016-08-31 · superseded · view filing · original 990 ↗
$23,077,853$68,974 $41,687,796$41,687,796 $19,669,881$0 -0-
2014 · Form 990 period ending 2015-08-31 · view filing · original 990 ↗
$177,145$62,798 $18,678,915$18,678,915 $20,120$0 -0-
2013 · Form 990 period ending 2014-08-31 · view filing · original 990 ↗
$18,599,013$34,445 $18,564,568$18,564,568 $16,442,009$0 -0-

Funders of this organization

11 grantors reported grants to this organization, $504,774 in all, tax years 2015 to 2024. 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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016, 2019-2024 7$337,650 2024$20,000
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2020-2022 3$52,656 2022$10,444
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2019-2020, 2024 3$36,601 2024$20,601
show
NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2020, 2022, 2024 3$31,000 2024$10,000
show
THE JASON WITTEN SCORE FOUNDATION I NC Public charity Exact 2020-2021 2$20,000 2021$10,000
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UNITED WAY OF TARRANT COUNTY Public charity Exact 2024 1$11,017 2024$11,017
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TEXAS HEALTH RESOURCES Public charity Exact 2015 1$10,000 2015$10,000
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MCKESSON FOUNDATION Private foundation Fuzzy filed as “PROJECT GATEHOUSE ENDOWMENT” 2018, 2022 2$4,000 2022$2,500
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GAUDIN FAMILY FOUNDATION Private foundation Fuzzy filed as “PROJECT GATEHOUSE ENDOWMENT” 2015 1$1,000 2015$1,000
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KAYNE ANDERSON CAPITAL ADVISORS FOUNDATION Private foundation Fuzzy filed as “PROJECT GATEHOUSE ENDOWMENT” 2022 1$500 2022$500
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CELANESE FOUNDATION Private foundation Fuzzy filed as “PROJECT GATEHOUSE ENDOWMENT” 2018-2019 2$350 2019$100
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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
AUSTIN-TRAVIS COUNTY SOBRIETY CENTER LOCAL GOVERNMENT CORPORATIOTXP99 $2,999,001$2,945,453 CHIEF EXECUTIVE OFFICER$183,682 Same NTEE code P99, revenue within 2x, same state
HAYS-CALDWELL WOMENS CENTERTXP99 $5,020,465$5,116,736 CHIEF EXECUTIVE OFFICER$141,814 Same NTEE code P99, revenue within 2x, same state
JUBILEE PARK & COMMUNITY CENTER CORPORATIONTXP99 $4,774,894$5,003,328 President/CEO$283,165 Same NTEE code P99, revenue within 2x, same state
TARRANT COUNTY HOMELESS COALITIONTXP99 $5,137,934$5,680,143 Executive Dir.$125,580 Same NTEE code P99, revenue within 2x, same state
XYZ CACFP INCORPORATIONTXP99 $4,326,065$4,567,352 PRESIDENT$127,050 Same NTEE code P99, revenue within 2x, same state
SAVE OUR ALLIESTXP99 $3,607,031$1,491,568 Director$0 Same NTEE code P99, revenue within 2x, same state
TLC HEALTH & WELLNESSTXP99 $3,294,380$3,207,325 Chief Executive Officer$283,450 Same NTEE code P99, revenue within 2x, same state
FOUNDATION FOR INSPIRATION & RECOGNITION SCIENCE & TECHNOLOGY ITXP99 $3,194,603$3,510,414 ChairmanExecutive Director$135,000 Same NTEE code P99, revenue within 2x, same state
AMERICAN INDIANS IN TEXAS - AT THE SPANISH COLONIAL MISSIONSTXP99 $3,169,068$3,933,085 Executive Director$102,278 Same NTEE code P99, revenue within 2x, same state
BRIGHT NUTRITIONTXP99 $8,323,755$8,348,355 FINANCIAL DIRECTOR$221,818 Same NTEE code P99, revenue within 2x, same state
CORAZON MINISTRIES INCTXP99 $2,441,913$2,436,701 Executive Director$179,083 Same NTEE code P99, revenue within 2x, same state
THE GREEN CHAIR PROJECT INCNCP99 $4,889,281$4,874,203 EXECUTIVE DIRECTOR$153,973 Same NTEE code P99, revenue within 2x
PROJECT HOPE CHARITIES INCNYP99 $2,507,839$2,512,703 CHAIRPERSON OF THE BOARD$0 Same NTEE code P99, revenue within 2x
GOODWIN HOUSE FOUNDATIONVAP99 $7,896,296$3,359,532 PRESIDENT AND CEO$636,070 Same NTEE code P99, revenue within 2x
HEALING HOUSE INCMOP99 $3,950,966$3,883,007 Exec Dir./Pres$104,519 Same NTEE code P99, revenue within 2x
HOUSE OF CHERITH INCGAP99 $3,774,553$4,198,186 Executive Director$116,323 Same NTEE code P99, revenue within 2x
EMPOWERMENT OF FLORIDA INCFLP99 $2,892,369$1,635,632 PRESIDENT$111,800 Same NTEE code P99, revenue within 2x
GATEWAY WELLNESS FOUNDATIONNCP99 $3,359,968$2,263,630 FORMER PRESIDENT$124,019 Same NTEE code P99, revenue within 2x
GREATER ROANOKE WORKFORCE DEVELOPMENT BOARDVAP99 $2,472,274$2,496,155 MEMBER$0 Same NTEE code P99, revenue within 2x
TRANSPORTATION MANAGEMENT ASSOC GROUPTNP99 $5,270,738$5,242,070 CFO$119,252 Same NTEE code P99, revenue within 2x
EL-GAMAL FAMILY FOUNDATIONDEP99 $2,457,219$228,373 VP$0 Same NTEE code P99, revenue within 2x
ST VINCENT DE PAUL SOCIETY INCFLP99 $3,637,323$3,722,738 SECRETARY$0 Same NTEE code P99, revenue within 2x
RONALD MCDONALD HOUSE CHARITIES OF SOUTH DAKOTA INCSDP99 $6,642,840$1,378,102 EXECUTIVE DIRECTOR$110,247 Same NTEE code P99, revenue within 2x
SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF CHICAGOILP99 $7,451,660$7,698,911 BOARD MEMBER (THROUGH 2/2024)$0 Same NTEE code P99, revenue within 2x
AVID BEHAVIORAL DAY PROGRAM CORPCAP99 $4,109,210$3,772,497 President$128,043 Same NTEE code P99, revenue within 2x

Who funds organizations like this

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

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$27,331,099215 432016–2024 INDO-US FOUNDATION; MAMATOTO VILLAGE INC; FRIENDS OF THE UNDERLINE INC; LOS ANGELES POLICE FOUNDATION and 39 more
PAYPAL CHARITABLE GIVING FUND DAF sponsor$12,030,34116 112014–2024 FRIENDS OF FONDACIONI FIRDEUS INC; MAMATOTO VILLAGE INC; ADOPT-A-NATIVE-ELDER; PAWSPERITY INC and 7 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$6,790,749159 302014–2024 WUQU KAWOQ SA; JUBILEE PARK & COMMUNITY CENTER CORPORATION; THE 410 BRIDGE INC; CAMP SOUTHERN GROUND INC and 26 more
DOGWOOD HEALTH TRUST Private foundation$4,752,77521 22020–2024 GATEWAY WELLNESS FOUNDATION; NORTH CAROLINA JUSTICE CENTER
THE CHICAGO COMMUNITY TRUST DAF sponsor$4,117,00017 62016–2023 TARRANT COUNTY HOMELESS COALITION; TRANSGENDER RESOURCE CENTER OF NEW MEXICO; JEWISH COMMUNITY CENTER OF GREATER ALBUQUERQUE INC; PEOPLES HARM REDUCTION ALLIANCE and 2 more
OTIS BOOTH FOUNDATION Private foundation$4,006,0006 12013–2023 LOS ANGELES POLICE FOUNDATION
WALTON FAMILY FOUNDATION INC Private foundation$3,650,0005 12021–2024 NATIONAL PARENTS UNION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$3,414,37513 42019–2024 NATIONAL PARENTS UNION INC; NORTH CAROLINA JUSTICE CENTER; FOUNDATION FOR INSPIRATION & RECOGNITION SCIENCE & TECHNOLOGY I; WUQU KAWOQ SA
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$3,060,04647 182014–2024 AMERICAS GROW A ROW INC; CAMP SOUTHERN GROUND INC; NATIONAL PARENTS UNION INC; MAMATOTO VILLAGE INC and 14 more
JMP FOUNDATION INC Private foundation$2,615,84713 12012–2024 AMERICAS GROW A ROW INC
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$2,607,574113 322019–2024 SHIRIN EBADI FOUNDATION; FAMILY CENTER INC; ADOPT-A-NATIVE-ELDER; THE COFFEE OASIS and 28 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$2,568,28484 172012–2024 THE 410 BRIDGE INC; BOTH HANDS FOUNDATION; THE COFFEE OASIS; THE GREEN CHAIR PROJECT INC and 13 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$2,554,72523 22010–2024 LOS ANGELES POLICE FOUNDATION; BOTH HANDS FOUNDATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$2,551,80833 82017–2024 LOS ANGELES POLICE FOUNDATION; JUBILEE PARK & COMMUNITY CENTER CORPORATION; WUQU KAWOQ SA; MAMATOTO VILLAGE INC and 4 more
COMMUNITY FOUNDATION OF NORTH TEXAS DAF sponsor$2,329,42648 22010–2024 JUBILEE PARK & COMMUNITY CENTER CORPORATION; TARRANT COUNTY HOMELESS COALITION

The full list · all similar organizations

Where the money went

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

2024 · Form 990PF · $1,316,649 spent · pay $0 · grants $440,620 · events $0
LineAs describedTotalShare
Other expenses $450,659 34.2%
Contributions, gifts, grants paid $440,620 33.5%
Fees: other professional $301,838 22.9%
Taxes $73,276 5.6%
Interest $27,355 2.1%
Fees: legal $14,906 1.1%
Fees: accounting $7,995 0.6%
Total$1,316,649100%

View the filing

2023 · Form 990 · $1,734,881 spent · pay $0 · grants $773,075 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $773,075$773,075-- 44.6%
Other (as described)OTHER FEES $580,332-$580,332- 33.5%
Fees: investment management $259,693-$259,693- 15.0%
Other (as described)FOREIGN TAXES $61,358-$61,358- 3.5%
Interest $41,528-$41,528- 2.4%
Fees: accounting $18,895-$18,895- 1.1%
Total$1,734,881100%

View the filing

2022 · Form 990 · $1,345,568 spent · pay $0 · grants $500,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $500,000$500,000-- 37.2%
Other (as described)OTHER FEES $402,266-$402,266- 29.9%
Fees: investment management $262,042-$262,042- 19.5%
Other (as described)FOREIGN TAXES $125,779-$125,779- 9.3%
Interest $41,599-$41,599- 3.1%
Fees: accounting $13,882-$13,882- 1.0%
Total$1,345,568100%

View the filing

2021 · Form 990 · $1,058,656 spent · pay $0 · grants $190,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)OTHER FEES $495,326-$495,326- 46.8%
Fees: investment management $271,209-$271,209- 25.6%
Grants to US organizations and governments $190,000$190,000-- 17.9%
Fees: other services $55,707-$55,707- 5.3%
Interest $22,113-$22,113- 2.1%
Other (as described)FOREIGN TAXES $14,864-$14,864- 1.4%
Fees: accounting $9,358-$9,358- 0.9%
Fees: legal $79-$79- 0.0%
Total$1,058,656100%

View the filing

2020 · Form 990 · $999,862 spent · pay $0 · grants $520,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $520,000$520,000-- 52.0%
Other (as described)OTHER FEES $226,296-$226,296- 22.6%
Fees: investment management $206,620-$206,620- 20.7%
Interest $24,857-$24,857- 2.5%
Fees: accounting $11,345-$11,345- 1.1%
Fees: other services $9,289-$9,289- 0.9%
Other (as described)FOREIGN TAXES $1,110-$1,110- 0.1%
Fees: legal $345-$345- 0.0%
Total$999,862100%

View the filing

2019 · Form 990 · $355,266 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $170,006-$170,006- 47.9%
Other (as described)OTHER FEES $146,641-$146,641- 41.3%
Interest $19,597-$19,597- 5.5%
Fees: accounting $10,375-$10,375- 2.9%
Fees: other services $6,414-$6,414- 1.8%
Fees: legal $1,685-$1,685- 0.5%
Other (as described)FOREIGN TAXES $548-$548- 0.2%
Total$355,266100%

View the filing

2018 · Form 990 · $357,168 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $212,330-$212,330- 59.4%
Other (as described)OTHER FEES $131,327-$131,327- 36.8%
Fees: accounting $6,875-$6,875- 1.9%
Fees: legal $3,475-$3,475- 1.0%
Other (as described)FOREIGN TAXES $1,438-$1,438- 0.4%
Interest $1,073-$1,073- 0.3%
Fees: other services $650-$650- 0.2%
Total$357,168100%

View the filing

2017 · Form 990 · $215,134 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $163,357-$163,357- 75.9%
Other (as described)OTHER FEES $44,902-$44,902- 20.9%
Fees: accounting $6,875-$6,875- 3.2%
Total$215,134100%

View the filing

2016 · Form 990 · $120,846 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $115,089-$115,089- 95.2%
Fees: accounting $3,650-$3,650- 3.0%
Other (as described)OTHER FEES $2,107-$2,107- 1.7%
Total$120,846100%

View the filing

2015 · Form 990 · $68,974 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $67,099-$67,099- 97.3%
Fees: legal $1,875-$1,875- 2.7%
Total$68,974100%

View the filing

2014 · Form 990 · $62,798 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $62,798-$62,798- 100.0%
Total$62,798100%

View the filing

2013 · Form 990 · $34,445 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $26,032-$26,032- 75.6%
Fees: legal $7,563-$7,563- 22.0%
Fees: other services $850-$850- 2.5%
Total$34,445100%

View the filing