STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRIENDS OF WELLS-ROBERTSON HOUSE INC

Cite this

Plain text FRIENDS OF WELLS-ROBERTSON HOUSE INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/521833971. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). FRIENDS OF WELLS-ROBERTSON HOUSE INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/521833971

MLA “FRIENDS OF WELLS-ROBERTSON HOUSE INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/521833971. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $92K · expenses $69K · assets $1.2M

EIN
52-1833971
Address
31 S SUMMIT AVE, GAITHERSBURG, MD 20877-2038
Website
FRIENDSOFWELLS.ORG
NTEE code
A80Z
Subsection
501(c)(3)
Ruling year
1994
Cross-check
ProPublica Nonprofit Explorer

Mission

THE MISSION IS TO SUPPORT INDEPENDENTLY AND COLLABORATIVELY, A CONTINUM OF PREVENTION AND INTERVENTION PROGRAMS AND SERVICES TO REDUCE CHRONIC ADDICTION AND HOMELESSNESS IN THE GAITHERSBURG, MARYLAND COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 28 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

28 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
Jimmie Frazier-Bey DIVISION MANAGER2014-2024 2 $0 reported 1
Renee Nicolosi PRESIDENT2022-2024 5 $0 reported 1
Stephen Tracy TREASURER2022-2024 5 $0 reported 1
Ryan Spiegel (former) PRESIDENT AND TREASURER2021 5 $0 reported 1
David Belgard (former) SECRETARY2021 5 $0 reported 1
Dr Michelle T Scott (former) DIRECTOR2014-2020 2 $0 reported 1
Edwin Winder (former) DIRECTOR2014-2020 2 $0 reported 1
Loretta Knight (former) DIRECTOR2014-2020 2 $0 reported 1
Elaine Koch (former) DIRECTOR2016-2020 2 $0 reported 1
Carolyn Coleman (former) DIRECTOR2016-2020 2 $0 reported 1
Joan Gough (former) DIRECTOR2016-2020 2 $0 reported 1
Carol Gimmel (former) TRUSTEE EMERITUS2016-2020 2 $0 reported 1
Jane Tascher (former) TRUSTEE EMERITUS2016-2020 2 $0 reported 1
Carol Agayoff (former) PRESIDENT2014-2020 5 $0 reported 1
Linda Plummer (former) PAST PRESIDENT2009-2020 5 $0 reported 1
Markham Luke Md (former) DIRECTOR2016 2 $0 reported 1
Courtney Cooper (former) DIRECTOR2016 2 $0 reported 1
Honorable Henry Marraffa (former) DIRECTOR2014 2 $0 reported 1
Debra Liverpool (former) DIRECTOR2014 2 $0 reported 1
Julius Persensky (former) CHAIRMAN/TRE2009 0 $0 reported 1
Stanley J Alster (former) SECRETARY2009 0 $0 reported 1
Jim Savitz (former) DIRECTOR2009 0 $0 reported 1
Crystal Carr (former) DIRECTOR2009 0 $0 reported 1
Leila Holston (former) DIRECTOR2009 0 $0 reported 1
Honsidney Katz (former) DIRECTOR2009 0 $0 reported 1
Dorothy Reitwiesner (former) DIRECTOR2009 0 $0 reported 1
Drmichelle T Scott (former) DIRECTOR2009 0 $0 reported 1
Marianne E Sickman (former) DIRECTOR2009 0 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RENEE NICOLOSI PRESIDENT5 $0-$0 $01
STEPHEN TRACY TREASURER5 $0-$0 $01
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0-$0 $01
2023 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
RENEE NICOLOSI PRESIDENT5 $0$0$0 $01
STEPHEN TRACY TREASURER5 $0$0$0 $01
2022 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
RENEE NICOLOSI PRESIDENT5 $0$0$0 $01
STEPHEN TRACY TREASURER5 $0$0$0 $01
2021 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
RYAN SPIEGEL PRESIDENT AND TREASURER5 $0$0$0 $01
DAVID BELGARD SECRETARY5 $0$0$0 $01
2020 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
ELAINE KOCH DIRECTOR2 $0$0$0 $01
CAROLYN COLEMAN DIRECTOR2 $0$0$0 $01
JOAN GOUGH DIRECTOR2 $0$0$0 $01
CAROL GIMMEL TRUSTEE EMERITUS2 $0$0$0 $01
JANE TASCHER TRUSTEE EMERITUS2 $0$0$0 $01
CAROL AGAYOFF PRESIDENT5 $0$0$0 $01
LINDA PLUMMER PAST PRESIDENT5 $0$0$0 $01
2019 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
ELAINE KOCH DIRECTOR2 $0$0$0 $01
CAROLYN COLEMAN DIRECTOR2 $0$0$0 $01
JOAN GOUGH DIRECTOR2 $0$0$0 $01
CAROL GIMMEL TRUSTEE EMERITUS2 $0$0$0 $01
JANE TASCHER TRUSTEE EMERITUS2 $0$0$0 $01
CAROL AGAYOFF PRESIDENT5 $0$0$0 $01
LINDA PLUMMER PAST PRESIDENT5 $0$0$0 $01
2018 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL AGAYOFF PRESIDENT5 $0$0$0 $01
LINDA PLUMMER PAST PRESIDENT5 $0$0$0 $01
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
ELAINE KOCH DIRECTOR2 $0$0$0 $01
CAROLYN COLEMAN DIRECTOR2 $0$0$0 $01
JOAN GOUGH DIRECTOR2 $0$0$0 $01
CAROL GIMMEL TRUSTEE EMERITUS2 $0$0$0 $01
JANE TASCHER TRUSTEE EMERITUS2 $0$0$0 $01
2017 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA PLUMMER PRESIDENT5 $0$0$0 $01
CAROL AGAYOFF TREASURER5 $0$0$0 $01
JIMMIE FRAZIER-BEY DIVISION MANAGER2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
ELAINE KOCH DIRECTOR2 $0$0$0 $01
CAROLYN COLEMAN DIRECTOR2 $0$0$0 $01
JOAN GOUGH DIRECTOR2 $0$0$0 $01
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JIMMIE FRAZIER-BEY DIRECTOR2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
ELAINE KOCH DIRECTOR2 $0$0$0 $01
MARKHAM LUKE MD DIRECTOR2 $0$0$0 $01
CAROL GIMMEL TRUSTEE EMERITUS2 $0$0$0 $01
JANE TASCHER DIRECTOR - EMERITUS2 $0$0$0 $01
CAROLYN COLEMAN DIRECTOR2 $0$0$0 $01
JOAN GOUGH DIRECTOR2 $0$0$0 $01
COURTNEY COOPER DIRECTOR2 $0$0$0 $01
LINDA PLUMMER PRESIDENT5 $0$0$0 $01
CAROL AGAYOFF TREASURER5 $0$0$0 $01
2014 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA PLUMMER PRESIDENT5 $0$0$0 $01
JIMMIE FRAZIER-BEY DIRECTOR2 $0$0$0 $01
HONORABLE HENRY MARRAFFA DIRECTOR2 $0$0$0 $01
DR MICHELLE T SCOTT DIRECTOR2 $0$0$0 $01
EDWIN WINDER DIRECTOR2 $0$0$0 $01
DEBRA LIVERPOOL DIRECTOR2 $0$0$0 $01
LORETTA KNIGHT DIRECTOR2 $0$0$0 $01
CAROL AGAYOFF TREASURER5 $0$0$0 $01
2009 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIUS PERSENSKY CHAIRMAN/TRE0 $0-- $01
LINDA PLUMMER CHAIR ELECT0 $0-- $01
STANLEY J ALSTER SECRETARY0 $0-- $01
JIM SAVITZ DIRECTOR0 $0-- $01
CRYSTAL CARR DIRECTOR0 $0-- $01
LEILA HOLSTON DIRECTOR0 $0-- $01
HONSIDNEY KATZ DIRECTOR0 $0-- $01
DOROTHY REITWIESNER DIRECTOR0 $0-- $01
DRMICHELLE T SCOTT DIRECTOR0 $0-- $01
MARIANNE E SICKMAN DIRECTOR0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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 2025-06-30 · view filing · original 990 ↗
$91,544$69,031 $1,198,224$1,198,224 $2,000- $0--
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$46,180$10,495 $1,134,753$1,134,753 $0$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$52,318$19,636 $1,051,239$1,051,239 $1,774$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$74,857$10,468 $1,031,933$1,031,933 $14,396$0 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$60,252$11,971 $1,104,480$1,104,480 $7,118$0 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$66,150$14,806 $871,404$871,404 $3,064$0 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$63,213$19,429 $876,812$874,712 $7,565$0 $000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$62,009$18,286 $830,928$830,928 $3,879$0 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$72,249$28,841 $799,550$791,495 $25,603$0 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$45,609$40,974 $734,338$724,585 $8,693$0 $000
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$91,172$132,169 $603,333$593,733 $80,959- ---

Funders of this organization

2 grantors reported grants to this organization, $86,409 in all, tax years 2009 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
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor Exact 2009-2011 3$86,361 2011$11,093
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “FRIENDS OF WELLS-ROBERTSON HOUSE INC” 2020-2023 4$48 2023$16
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
OAKLAND HERITAGE COMMUNITY FOUNDATION INCMDA80 $73,355$79,245 MEMBER$0 Same NTEE code A80, revenue within 2x, same state
GREATER RUXTON AREA FOUNDATION INCMDA80 $73,167$58,693 President$0 Same NTEE code A80, revenue within 2x, same state
SAVE HISTORIC ANTIETAM FOUNDATION INCMDA80 $93,007$38,584 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THIS IS AMERICA FOUNDATION INCMDA80 $105,000$1,671 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
MELWOOD PARKE FOUNDATION INCMDA80 $108,293$222,504 MANAGER$0 Same NTEE code A80, revenue within 2x, same state
TILGHMAN WATERMENS MUSEUM INCMDA80 $91,674$75,566 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
RISING SUN HISTORICAL PRESERVATION COMMISSION INCMDA80 $91,162$69,577 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
WORCESTER COUNTY VETERANS MEMORIAL AT OCEAN PINES FOUNDATION INCMDA80 $72,034$80,417 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
MOUNTAIN LAKE PARK HISTORICAL ASSOCIATION INCMDA80 $83,924$89,105 SECRETARY$0 Same NTEE code A80, revenue within 2x, same state
LOCUST POINT CIVIC ASSOCIATION INCMDA80 $104,182$101,662 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
MARYLAND VETERANS MEMORIAL MUSEUM INCMDA80 $114,569$153,053 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
CARROLL BALDWIN MEMORIAL INSTITUTE INCMDA80 $106,680$95,680 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THE HISTORICAL SOCIETY OF THE UNITED STATES DISTRICT COURT OF THMDA80 $80,518$124,936 TRUSTEE$0 Same NTEE code A80, revenue within 2x, same state
GOSHEN FARM PRESERVATION SOCIETYMDA80 $75,722$65,813 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF ODELL HOUSE ROCHAMBEAU HEADQUARTERS INCNYA80 $100,910$50,827 PRESIDENT$0 Same NTEE code A80, revenue within 2x
FRIENDS OF NO 9 INCCAA80 $87,005$4,048 President$0 Same NTEE code A80, revenue within 2x
FRIENDS OF HEARTHSIDE INCRIA80 $98,903$97,114 President$0 Same NTEE code A80, revenue within 2x
FRIENDS OF CONKLING HALL INCNYA80 $90,953$45,797 Chairperson$0 Same NTEE code A80, revenue within 2x
FRIENDS OF VERNON CENTER INCVTA80 $101,452$98,788 PRESIDENT$0 Same NTEE code A80, revenue within 2x
FRIENDS OF NAS OTTUMWA INCIAA80 $94,946$46,118 BOARD MEMBER$0 Same NTEE code A80, revenue within 2x
FRIENDS OF GAINESWOOD INCALA80 $104,170$84,245 PRESIDENT$0 Same NTEE code A80, revenue within 2x
FRIENDS OF CENTENNIAL HALL INCNHA80 $112,969$124,316 DIRECTOR$0 Same NTEE code A80, revenue within 2x
FRIENDS OF JONATHAN CLARK HOUSE LTDWIA80 $123,496$88,672 Secretary, Board Member, Assistant Director$9,000 Same NTEE code A80, revenue within 2x
AMERICAN FRIENDS OF WIGMORE HALL INCNYA80 $95,914$94,583 President/Secretary$0 Same NTEE code A80, revenue within 2x
FRIENDS OF THE OPERA HOUSE AT ENOSBURG FALLS VTVTA80 $101,446$91,846 CHAIR$0 Same NTEE code A80, 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 DAF sponsor$597,65032 142016–2024 HISTORIC RUSSELLVILLE INC; STANTON-DAVIS HOMESTEAD MUSEUM INC; FRIENDS OF NEW JERSEY HERITAGE; FRIENDS OF HEARTHSIDE INC and 10 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$571,00016 72017–2024 OKLAHOMA MUSIC HALL OF FAME & MUSEUM INC; OAKLAND HERITAGE COMMUNITY FOUNDATION INC; FRIENDS OF NO 9 INC; FRIENDS OF CENTENNIAL HALL INC and 3 more
ALLEGHENY FOUNDATION Private foundation$550,0001 12021–2021 NATIONAL OPERA HOUSE
ANDREW W MELLON FOUNDATION Private foundation$500,0001 12021–2021 NATIONAL OPERA HOUSE
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES DAF sponsor$307,5005 52010–2023 FRIENDS OF THE TOWN CLOCK CHURCH; NATIONAL OPERA HOUSE; TILGHMAN WATERMENS MUSEUM INC; HISTORIC WASHINGTON FOUNDATION INC and 1 more
THE HEINZ ENDOWMENTS Private foundation$250,0001 12022–2022 NATIONAL OPERA HOUSE
THE COMMUNITY TRUST FOUNDATION INC DAF sponsor$227,0004 22012–2024 OAKLAND HERITAGE COMMUNITY FOUNDATION INC; MOUNTAIN LAKE PARK HISTORICAL ASSOCIATION INC
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor$200,0001 12019–2019 FRIENDS OF PLUM & PILOT ISLANDS INC
COMMUNITY FOUNDATION OF WASHINGTON COUNTY MARYLAND INCORPORATED DAF sponsor$185,0002 12020–2021 SAVE HISTORIC ANTIETAM FOUNDATION INC
BURKE FOUNDATION Private foundation$125,0001 12022–2022 NATIONAL OPERA HOUSE
BURKE FAMILY FOUNDATION Private foundation$125,0001 12022–2022 NATIONAL OPERA HOUSE
JAMES S AND GAIL P RIEPE CHARITABLE FOUNDATION Private foundation$125,0002 12015–2017 FRIENDS OF SELLERS HALL
JEWISH COMMUNAL FUND DAF sponsor$120,0002 12013–2014 JOHNSON HOUSE HISTORIC SITE INC
OTTUMWA REGIONAL LEGACY FOUNDATION INC Private foundation$93,3006 12015–2022 FRIENDS OF NAS OTTUMWA INC
THE PITTSBURGH FOUNDATION DAF sponsor$83,0002 12023–2024 NATIONAL OPERA HOUSE

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 · $69,031 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $69,031 100.0%
Total$69,031100%

View the filing

2023 · Form 990 · $10,495 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $9,173-$9,173- 87.4%
Insurance $1,322-$1,322- 12.6%
Total$10,495100%

View the filing

2022 · Form 990 · $19,636 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $10,552-$10,552- 53.7%
Other (as described)PROGRAM EXPENSES $7,598$7,598-- 38.7%
Insurance $1,324-$1,324- 6.7%
Office expenses $160-$160- 0.8%
Other (as described)BANK FEES $2-$2- 0.0%
Total$19,636100%

View the filing

2021 · Form 990 · $10,468 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $4,200-$4,200- 40.1%
Other (as described)MISCELLANEOUS $2,250$2,250-- 21.5%
Insurance $1,991-$1,991- 19.0%
Other (as described)POSTAGE AND PO BOX $1,106-$1,106- 10.6%
Other (as described)PROGRAM EXPENSES $605$605-- 5.8%
Information technology $289-$289- 2.8%
Other (as described)TELEPHONE $27-$27- 0.3%
Total$10,468100%

View the filing

2020 · Form 990 · $11,971 spent · pay $0 · grants $0 · events $364
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)INVESTMENT ADVISORY FEE $9,626-$9,626- 80.4%
Insurance $1,327$1,327-- 11.1%
Conferences, conventions and meetings $364$364-- 3.0%
Other (as described)MISCELLANEOUS $220$220-- 1.8%
Other (as described)PROGRAM EXPENSES $184$184-- 1.5%
Other (as described)POSTAGE AND PO BOX $142-$142- 1.2%
All other expenses $108$108-- 0.9%
Total$11,971100%

View the filing

2019 · Form 990 · $14,806 spent · pay $0 · grants $123 · events $1,852
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)INVESTMENT ADVISORY FEE $6,843$6,843-- 46.2%
Fees: accounting $4,250-$4,250- 28.7%
Insurance $1,463-$1,463- 9.9%
Information technology $1,055$1,055-- 7.1%
Other (as described)PROGRAM EXPENSES $639$639-- 4.3%
Other (as described)POSTAGE AND PO BOX $234-$234- 1.6%
Grants to US individuals $123$123-- 0.8%
All other expenses $96-$96- 0.6%
Other (as described)TELEPHONE $75-$75- 0.5%
Office expenses $28-$28- 0.2%
Fundraising events Eventdirect expenses; gross income $5,477$1,852reported apart
Total$14,806100%

View the filing

2018 · Form 990 · $19,429 spent · pay $0 · grants $0 · events $1,597
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)INVESTMENT ADVISORY FEE $8,759-$8,759- 45.1%
Other (as described)PROGRAM EXPENSES $6,542$6,542-- 33.7%
Fees: accounting $2,100-$2,100- 10.8%
Insurance $811-$811- 4.2%
Other (as described)MISCELLANEOUS $470-$470- 2.4%
Information technology $373-$373- 1.9%
Other (as described)LICENSES AND PERMITS $225-$225- 1.2%
Office expenses $149-$149- 0.8%
Fundraising events Eventdirect expenses; gross income $3,600$1,597reported apart
Total$19,429100%

View the filing

2017 · Form 990 · $18,286 spent · pay $0 · grants $1,200 · events $3,086
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROGRAM EXPENSES $10,533$10,533-- 57.6%
Fees: investment management $3,128-$3,128- 17.1%
Fees: accounting $1,625-$1,625- 8.9%
Insurance $1,326-$1,326- 7.3%
Grants to US individuals $1,200$1,200-- 6.6%
Other (as described)POSTAGE AND PO BOX $333-$333- 1.8%
Depreciation and depletion $70-$70- 0.4%
Other (as described)LICENSES AND PERMITS $50-$50- 0.3%
Information technology $21-$21- 0.1%
Fundraising events Eventdirect expenses; gross income $5,066$3,086reported apart
Total$18,286100%

View the filing

2016 · Form 990 · $28,841 spent · pay $0 · grants $640 · events $14,619
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROGRAM EXPENSES $15,421$15,421-- 53.5%
Fees: investment management $7,826-$7,826- 27.1%
Fees: accounting $2,250-$2,250- 7.8%
Insurance $1,324-$1,324- 4.6%
Grants to US individuals $640$640-- 2.2%
Office expenses $504$370$134- 1.7%
Information technology $361-$361- 1.3%
Conferences, conventions and meetings $325$325-- 1.1%
Depreciation and depletion $140-$140- 0.5%
Other (as described)BANK FEES $37-$37- 0.1%
Other (as described)POSTAGE $13-$13- 0.0%
Fundraising events Eventdirect expenses; gross income $6,463$14,294reported apart
Total$28,841100%

View the filing

2014 · Form 990 · $40,974 spent · pay $0 · grants $3,393 · events $8,756
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROGRAM EXPENSES $28,009$28,009-- 68.4%
Fees: accounting $3,500-$3,500- 8.5%
Grants to US individuals $3,393$3,393-- 8.3%
Fees: investment management $1,981-$1,981- 4.8%
Insurance $1,526-$1,526- 3.7%
Other (as described)LICENSES AND PERMITS $700-$700- 1.7%
Information technology $467-$467- 1.1%
Conferences, conventions and meetings $421$421-- 1.0%
Other (as described)POSTAGE $319-$319- 0.8%
Office expenses $238-$238- 0.6%
Depreciation and depletion $233-$233- 0.6%
Other (as described)MISCELLANEOUS $172-$172- 0.4%
All other expenses $15-$15- 0.0%
Fundraising events Eventdirect expenses; gross income $11,736$8,335reported apart
Total$40,974100%

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2009 · Form 990EZ · $132,169 spent · pay $0 · grants $0 · events $9,552
LineAs describedTotalShare
Other expenses (detail on Schedule O) $126,875 96.0%
Fees to independent contractors $5,250 4.0%
Printing, publications, postage $44 0.0%
Fundraising events Eventdirect expenses; gross income $12,917$9,552reported apart
Total$132,169100%

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