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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jimmie Frazier-Bey | DIVISION MANAGER | 2014-2024 | 2 | $0 reported | 1 |
| Renee Nicolosi | PRESIDENT | 2022-2024 | 5 | $0 reported | 1 |
| Stephen Tracy | TREASURER | 2022-2024 | 5 | $0 reported | 1 |
| Ryan Spiegel (former) | PRESIDENT AND TREASURER | 2021 | 5 | $0 reported | 1 |
| David Belgard (former) | SECRETARY | 2021 | 5 | $0 reported | 1 |
| Dr Michelle T Scott (former) | DIRECTOR | 2014-2020 | 2 | $0 reported | 1 |
| Edwin Winder (former) | DIRECTOR | 2014-2020 | 2 | $0 reported | 1 |
| Loretta Knight (former) | DIRECTOR | 2014-2020 | 2 | $0 reported | 1 |
| Elaine Koch (former) | DIRECTOR | 2016-2020 | 2 | $0 reported | 1 |
| Carolyn Coleman (former) | DIRECTOR | 2016-2020 | 2 | $0 reported | 1 |
| Joan Gough (former) | DIRECTOR | 2016-2020 | 2 | $0 reported | 1 |
| Carol Gimmel (former) | TRUSTEE EMERITUS | 2016-2020 | 2 | $0 reported | 1 |
| Jane Tascher (former) | TRUSTEE EMERITUS | 2016-2020 | 2 | $0 reported | 1 |
| Carol Agayoff (former) | PRESIDENT | 2014-2020 | 5 | $0 reported | 1 |
| Linda Plummer (former) | PAST PRESIDENT | 2009-2020 | 5 | $0 reported | 1 |
| Markham Luke Md (former) | DIRECTOR | 2016 | 2 | $0 reported | 1 |
| Courtney Cooper (former) | DIRECTOR | 2016 | 2 | $0 reported | 1 |
| Honorable Henry Marraffa (former) | DIRECTOR | 2014 | 2 | $0 reported | 1 |
| Debra Liverpool (former) | DIRECTOR | 2014 | 2 | $0 reported | 1 |
| Julius Persensky (former) | CHAIRMAN/TRE | 2009 | 0 | $0 reported | 1 |
| Stanley J Alster (former) | SECRETARY | 2009 | 0 | $0 reported | 1 |
| Jim Savitz (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Crystal Carr (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Leila Holston (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Honsidney Katz (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Dorothy Reitwiesner (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Drmichelle T Scott (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
| Marianne E Sickman (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
People by year
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE NICOLOSI | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| STEPHEN TRACY | TREASURER | 5 | $0 | - | $0 | $0 | 1 |
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE NICOLOSI | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN TRACY | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE NICOLOSI | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN TRACY | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2021 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| RYAN SPIEGEL | PRESIDENT AND TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| DAVID BELGARD | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
2020 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KOCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN COLEMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOAN GOUGH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL GIMMEL | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE TASCHER | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL AGAYOFF | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| LINDA PLUMMER | PAST PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
2019 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KOCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN COLEMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOAN GOUGH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL GIMMEL | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE TASCHER | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL AGAYOFF | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| LINDA PLUMMER | PAST PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
2018 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROL AGAYOFF | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| LINDA PLUMMER | PAST PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KOCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN COLEMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOAN GOUGH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL GIMMEL | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE TASCHER | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA PLUMMER | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CAROL AGAYOFF | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| JIMMIE FRAZIER-BEY | DIVISION MANAGER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KOCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN COLEMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOAN GOUGH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIMMIE FRAZIER-BEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KOCH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARKHAM LUKE MD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL GIMMEL | TRUSTEE EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE TASCHER | DIRECTOR - EMERITUS | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN COLEMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOAN GOUGH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| COURTNEY COOPER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LINDA PLUMMER | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| CAROL AGAYOFF | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2014 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA PLUMMER | PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| JIMMIE FRAZIER-BEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HONORABLE HENRY MARRAFFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DR MICHELLE T SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWIN WINDER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DEBRA LIVERPOOL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LORETTA KNIGHT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROL AGAYOFF | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2009 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIUS PERSENSKY | CHAIRMAN/TRE | 0 | $0 | - | - | $0 | 1 |
| LINDA PLUMMER | CHAIR ELECT | 0 | $0 | - | - | $0 | 1 |
| STANLEY J ALSTER | SECRETARY | 0 | $0 | - | - | $0 | 1 |
| JIM SAVITZ | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| CRYSTAL CARR | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| LEILA HOLSTON | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| HONSIDNEY KATZ | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| DOROTHY REITWIESNER | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| DRMICHELLE T SCOTT | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
| MARIANNE E SICKMAN | DIRECTOR | 0 | $0 | - | - | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $91,544 | $69,031 | $1,198,224 | $1,198,224 | $2,000 | - | $0 | - | - |
| 2023 · Form 990 | ||||||||
| $46,180 | $10,495 | $1,134,753 | $1,134,753 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $52,318 | $19,636 | $1,051,239 | $1,051,239 | $1,774 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $74,857 | $10,468 | $1,031,933 | $1,031,933 | $14,396 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $60,252 | $11,971 | $1,104,480 | $1,104,480 | $7,118 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $66,150 | $14,806 | $871,404 | $871,404 | $3,064 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $63,213 | $19,429 | $876,812 | $874,712 | $7,565 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $62,009 | $18,286 | $830,928 | $830,928 | $3,879 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $72,249 | $28,841 | $799,550 | $791,495 | $25,603 | $0 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $45,609 | $40,974 | $734,338 | $724,585 | $8,693 | $0 | $0 | 0 | 0 |
| 2009 · Form 990EZ | ||||||||
| $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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| 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 |
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| WORCESTER COUNTY VETERANS MEMORIAL AT OCEAN PINES FOUNDATION INC | MD | A80 | $72,034 | $80,417 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| MOUNTAIN LAKE PARK HISTORICAL ASSOCIATION INC | MD | A80 | $83,924 | $89,105 | SECRETARY | $0 | Same NTEE code A80, revenue within 2x, same state |
| LOCUST POINT CIVIC ASSOCIATION INC | MD | A80 | $104,182 | $101,662 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| MARYLAND VETERANS MEMORIAL MUSEUM INC | MD | A80 | $114,569 | $153,053 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| CARROLL BALDWIN MEMORIAL INSTITUTE INC | MD | A80 | $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 TH | MD | A80 | $80,518 | $124,936 | TRUSTEE | $0 | Same NTEE code A80, revenue within 2x, same state |
| GOSHEN FARM PRESERVATION SOCIETY | MD | A80 | $75,722 | $65,813 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| FRIENDS OF ODELL HOUSE ROCHAMBEAU HEADQUARTERS INC | NY | A80 | $100,910 | $50,827 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF NO 9 INC | CA | A80 | $87,005 | $4,048 | President | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF HEARTHSIDE INC | RI | A80 | $98,903 | $97,114 | President | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF CONKLING HALL INC | NY | A80 | $90,953 | $45,797 | Chairperson | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF VERNON CENTER INC | VT | A80 | $101,452 | $98,788 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF NAS OTTUMWA INC | IA | A80 | $94,946 | $46,118 | BOARD MEMBER | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF GAINESWOOD INC | AL | A80 | $104,170 | $84,245 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF CENTENNIAL HALL INC | NH | A80 | $112,969 | $124,316 | DIRECTOR | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF JONATHAN CLARK HOUSE LTD | WI | A80 | $123,496 | $88,672 | Secretary, Board Member, Assistant Director | $9,000 | Same NTEE code A80, revenue within 2x |
| AMERICAN FRIENDS OF WIGMORE HALL INC | NY | A80 | $95,914 | $94,583 | President/Secretary | $0 | Same NTEE code A80, revenue within 2x |
| FRIENDS OF THE OPERA HOUSE AT ENOSBURG FALLS VT | VT | A80 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $69,031 | 100.0% | |
| Total | $69,031 | 100% |
2023 · Form 990 · $10,495 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $9,173 | - | $9,173 | - | 87.4% | |
| Insurance | $1,322 | - | $1,322 | - | 12.6% | |
| Total | $10,495 | 100% |
2022 · Form 990 · $19,636 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $19,636 | 100% |
2021 · Form 990 · $10,468 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $10,468 | 100% |
2020 · Form 990 · $11,971 spent · pay $0 · grants $0 · events $364
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $11,971 | 100% |
2019 · Form 990 · $14,806 spent · pay $0 · grants $123 · events $1,852
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $5,477 | $1,852 | reported apart | |||
| Total | $14,806 | 100% |
2018 · Form 990 · $19,429 spent · pay $0 · grants $0 · events $1,597
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $3,600 | $1,597 | reported apart | |||
| Total | $19,429 | 100% |
2017 · Form 990 · $18,286 spent · pay $0 · grants $1,200 · events $3,086
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $5,066 | $3,086 | reported apart | |||
| Total | $18,286 | 100% |
2016 · Form 990 · $28,841 spent · pay $0 · grants $640 · events $14,619
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $6,463 | $14,294 | reported apart | |||
| Total | $28,841 | 100% |
2014 · Form 990 · $40,974 spent · pay $0 · grants $3,393 · events $8,756
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 Event | direct expenses; gross income $11,736 | $8,335 | reported apart | |||
| Total | $40,974 | 100% |
2009 · Form 990EZ · $132,169 spent · pay $0 · grants $0 · events $9,552
| Line | As described | Total | Share |
|---|---|---|---|
| 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 Event | direct expenses; gross income $12,917 | $9,552 | reported apart |
| Total | $132,169 | 100% |