UNITED METHODIST FOUNDATION OF LA DAF sponsor
Cite this
Plain text UNITED METHODIST FOUNDATION OF LA. Strategy Studio, nonprofit organization profile, tax years 2022–2025. https://strategystudio.org/org/720779104. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). UNITED METHODIST FOUNDATION OF LA [Nonprofit organization profile; tax years 2022–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/720779104
MLA “UNITED METHODIST FOUNDATION OF LA.” Strategy Studio, tax years 2022–2025, https://strategystudio.org/org/720779104. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2022–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $8.2M · expenses $4.7M · assets $60.0M
- EIN
- 72-0779104
- Address
- 8337 JEFFERSON HWY, BATON ROUGE, LA 70809-1625
- Website
- umf.org
- NTEE code
- T30
- Subsection
- 501(c)(3)
- Ruling year
- 2022
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2025). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
Support the ministries of the Methodist church through planned giving services - trusts and endowments
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Christopher Spencer | President | 2022-2025 | $222,040 | $817,822 | 1 |
| Tracie Wharton | Controller | 2022-2025 | $159,914 | $606,262 | 1 |
Officers and directors, no compensation reported
26 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 |
|---|---|---|---|---|---|
| Rev JoAnn Cooper | Chair | 2022-2025 | 2 | $0 reported | 1 |
| Rev Drew Sutton | Vice Chair | 2022-2025 | 1 | $0 reported | 1 |
| Rev Clifton Conrad | At large | 2023-2025 | 1 | $0 reported | 1 |
| Joe Crouch | At large | 2023-2025 | 1 | $0 reported | 1 |
| Drew Kennedy | At large | 2022-2025 | 1 | $0 reported | 1 |
| Robert Kimbro | Treasurer | 2023-2025 | 2 | $0 reported | 1 |
| Eunice Lavigne | Secretary | 2022-2025 | 1 | $0 reported | 1 |
| Richard Lewis | At large | 2022-2025 | 1 | $0 reported | 1 |
| Troy Searles | At large | 2022-2025 | 1 | $0 reported | 1 |
| Abby Cochran | At large | 2024-2025 | 1 | $0 reported | 1 |
| MiMi McDowell | Grants Chair | 2024-2025 | 3 | $0 reported | 1 |
| Willie Mount | At large | 2024-2025 | 1 | $0 reported | 1 |
| Rev Katie Black | At large | 2025 | 1 | $0 reported | 1 |
| Brent Graham | At large | 2025 | 1 | $0 reported | 1 |
| Van Stinson | At large | 2025 | 1 | $0 reported | 1 |
| Robert Fahey (former) | Chair | 2022-2024 | 2 | $0 reported | 1 |
| Sandra Kuykendall (former) | Secretary | 2022-2024 | 1 | $0 reported | 1 |
| Omer Davis (former) | Treasurer | 2022-2024 | 2 | $0 reported | 1 |
| Dianne Wilkinson (former) | At large | 2022-2024 | 1 | $0 reported | 1 |
| Rev John Robert Black (former) | At large | 2022-2023 | 1 | $0 reported | 1 |
| Nettles Brown (former) | At large | 2022-2023 | 1 | $0 reported | 1 |
| Rev Doug DeGraffenried (former) | At large | 2022-2023 | 1 | $0 reported | 1 |
| Mike DeHart (former) | Treasurer | 2022 | 2 | $0 reported | 1 |
| Dr Debra Davis (former) | Grants Chair | 2022 | 3 | $0 reported | 1 |
| Irwin Felps (former) | At large | 2022 | 1 | $0 reported | 1 |
| Dean Harvey (former) | At large | 2022 | 1 | $0 reported | 1 |
People by year
2025 · 17 people listed · 2 paid, $382K · 7 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Spencer | President | 40 | $222,040 | $0 | $0 | $222,040 | 1 |
| Tracie Wharton | Controller | 40 | $159,914 | $0 | $0 | $159,914 | 1 |
| Rev JoAnn Cooper | Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Rev Drew Sutton | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Eunice Lavigne | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Kimbro | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| MiMi McDowell | Grants Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Rev Clifton Conrad | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Crouch | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Drew Kennedy | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev Katie Black | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Graham | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Lewis | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Troy Searles | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Van Stinson | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Abby Cochran | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Willie Mount | At large | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 18 people listed · 2 paid, $363K · 7 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Spencer | President | 40 | $210,040 | $0 | $0 | $210,040 | 1 |
| Tracie Wharton | Controller | 40 | $152,930 | $0 | $0 | $152,930 | 1 |
| Robert Fahey | Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Rev JoAnn Cooper | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandra Kuykendall | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Omer Davis | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Rev Drew Sutton | Grants Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Rev Clifton Conrad | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Crouch | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Drew Kennedy | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Kimbro | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Eunice LaVigne | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Lewis | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Troy Searles | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Dianne Wilkinson | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Abby Cochran | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| MiMi McDowell | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Willie Mount | At large | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 18 people listed · 2 paid, $340K · 8 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Spencer | President | 40 | $193,622 | $0 | $0 | $193,622 | 1 |
| Tracie Wharton | Controller | 40 | $146,448 | $0 | $0 | $146,448 | 1 |
| Robert Fahey | Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Rev JoAnn Cooper | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandra Kuykendall | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Omer Davis | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Rev Drew Sutton | Grants Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Rev John Robert Black | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Nettles Brown | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev Clifton Conrad | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Joe Crouch | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev Doug DeGraffenried | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Drew Kennedy | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Kimbro | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Eunice LaVigne | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Lewis | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Troy Searles | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Dianne Wilkinson | At large | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 19 people listed · 2 paid, $339K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Christopher Spencer | President | 40 | $192,120 | $0 | $0 | $192,120 | 1 |
| Tracie Wharton | Controller | 40 | $146,970 | $0 | $0 | $146,970 | 1 |
| Omer Davis | Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert Fahey | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandra Kuykendall | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike DeHart | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Dr Debra Davis | Grants Chair | 3 | $0 | $0 | $0 | $0 | 1 |
| Rev John Robert Black | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Nettles Brown | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev JoAnn Cooper | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev Doug DeGraffenried | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Irwin Felps | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Dean Harvey | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Drew Kennedy | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Eunice LaVigne | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Richard Lewis | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Troy Searles | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Rev Drew Sutton | At large | 1 | $0 | $0 | $0 | $0 | 1 |
| Dianne Wilkinson | At large | 1 | $0 | $0 | $0 | $0 | 1 |
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 · 12 grants to organizations · $963K
Listed grants add up to $962,753; the return's “grants paid” expense line says $1,011,892. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2024 · 13 grants to organizations · $630K
Listed grants add up to $629,728; the return's “grants paid” expense line says $669,582. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 9 grants to organizations · $682K
Listed grants add up to $681,632; the return's “grants paid” expense line says $733,484. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 12 grants to organizations · $1.5M
Listed grants add up to $1,508,450; the return's “grants paid” expense line says $1,574,481. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $8,232,248 | $4,684,979 | $59,958,603 | $57,714,462 | $4,504,039 | $1,118,676 | $381,954 | 7 | 17 |
| 2024 · Form 990 | ||||||||
| $4,577,434 | $3,452,246 | $52,782,188 | $50,638,944 | $1,126,159 | $1,120,165 | $362,970 | 7 | - |
| 2023 · Form 990 | ||||||||
| $5,805,133 | $4,542,171 | $48,536,375 | $46,120,416 | $3,294,227 | $1,098,101 | $340,070 | 8 | 11 |
| 2022 · Form 990 | ||||||||
| $6,112,777 | $5,312,568 | $43,538,841 | $40,440,726 | $2,925,068 | $887,808 | $339,090 | 8 | - |
Funders of this organization
5 grantors reported grants to this organization, $804,483 in all, tax years 2012 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 |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA | DAF sponsor | Exact | 2012-2013 | 2 | $703,983 | 2013 | $92,348 | show |
| BATON ROUGE AREA FOUNDATION | DAF sponsor | Exact | 2023 | 1 | $50,000 | 2023 | $50,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2023 | 1 | $25,000 | 2023 | $25,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2019-2020 | 2 | $15,500 | 2020 | $5,500 | show |
| FLORIDA METHODIST FOUNDATION INC | DAF sponsor | Exact | 2016 | 1 | $10,000 | 2016 | $10,000 | 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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CATHOLIC FOUNDATION OF SOUTH LOUISIANA | LA | T30 | $6,686,210 | $2,633,439 | EXECUTIVE DIRECTOR | $137,287 | Same NTEE code T30, revenue within 2x, same state |
| EMERIL LAGASSE FOUNDATION | LA | T30 | $5,083,388 | $3,770,485 | PRESIDENT | $309,792 | Same NTEE code T30, revenue within 2x, same state |
| COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA | LA | T30 | $5,850,000 | $4,009,191 | PRESIDENT/CEO | $131,841 | Same NTEE code T30, revenue within 2x, same state |
| LSU HEALTH SCIENCES FOUNDATION IN SHREVEPORT | LA | T30 | $14,316,771 | $8,315,367 | PRESIDENT & CEO | $209,819 | Same NTEE code T30, revenue within 2x, same state |
| UNITED WAY FOUNDATION OF METROPOLITAN DALLAS | TX | T30 | $8,279,759 | $5,298,091 | PRESIDENT AND CEO | $856,624 | Same NTEE code T30, revenue within 2x, similar name |
| VETERANS UNITED FOUNDATION | MO | T30 | $11,104,181 | $15,928,573 | PRESIDENT | $0 | Same NTEE code T30, revenue within 2x, similar name |
| MERITER FOUNDATION INC | WI | T30 | $6,564,063 | $2,138,701 | BOARD MEMBER & MARKET PRESIDENT/CEO | $707,912 | Same NTEE code T30, revenue within 2x |
| UNITY FOUNDATION OF LAPORTE COUNTY INC | IN | T30 | $7,760,527 | $3,576,432 | PRESIDENT | $169,401 | Same NTEE code T30, revenue within 2x |
| COMMUNITY FOUNDATION OF JOHNSON | IA | T30 | $9,395,620 | $5,687,220 | PRESIDENT AND CEO | $147,464 | Same NTEE code T30, revenue within 2x |
| EAST LAKE FOUNDATION INC | GA | T30 | $6,307,097 | $6,102,893 | PRESIDENT | $260,326 | Same NTEE code T30, revenue within 2x |
| INVITED FOUNDATION | TX | T30 | $11,406,958 | $11,394,008 | President | $0 | Same NTEE code T30, revenue within 2x |
| JUDSON FOUNDATION | OH | T30 | $4,992,595 | $1,567,955 | PRESIDENT/CEO | $447,095 | Same NTEE code T30, revenue within 2x |
| MONKS OF NORCIA FOUNDATION | CT | T30 | $4,261,531 | $4,706,322 | PRESIDENT | $0 | Same NTEE code T30, revenue within 2x |
| COMMUNITY FOUNDATION OF NORTHWEST MISSOURI | MO | T30 | $9,170,687 | $13,671,439 | PRESIDENTCEO | $87,160 | Same NTEE code T30, revenue within 2x |
| ASBURY FOUNDATION INC | MD | T30 | $12,120,322 | $11,774,042 | ACOMM PRESIDENT/CEO, EX-OFFICIO | $1,411,192 | Same NTEE code T30, revenue within 2x |
| MORIAH FOUNDATION | CO | T30 | $5,830,363 | $3,456,366 | TREAS & ASST SEC/DIRECTOR | $304,767 | Same NTEE code T30, revenue within 2x |
| MARIO LEMIEUX FOUNDATION | PA | T30 | $5,330,737 | $4,116,053 | PRESIDENT | $154,086 | Same NTEE code T30, revenue within 2x |
| LONG BEACH COMMUNITY FOUNDATION | CA | T30 | $8,198,242 | $7,565,606 | PRESIDENT & CEO | $196,890 | Same NTEE code T30, revenue within 2x |
| YORK FOUNDATION | VA | T30 | $4,950,119 | $3,681,406 | PRESIDENT | $0 | Same NTEE code T30, revenue within 2x |
| SHELTON LANDMARK FOUNDATION | TX | T30 | $6,298,458 | $4,850,868 | EXECUTIVE DIRECTOR | $431,783 | Same NTEE code T30, revenue within 2x |
| CHAUTAUQUA FOUNDATION INC | NY | T30 | $15,997,680 | $6,453,479 | DIRECTOR | $472,959 | Same NTEE code T30, revenue within 2x |
| THE MONO LAKE FOUNDATION | CA | T30 | $5,226,688 | $4,113,833 | EXCUTIVE DIRECTOR | $154,128 | Same NTEE code T30, revenue within 2x |
| ALAMANCE COMMUNITY FOUNDATION | NC | T30 | $4,367,430 | $2,987,199 | EXECUTIVE DIRECTOR | $117,252 | Same NTEE code T30, revenue within 2x |
| PENNY FOUNDATION | AL | T30 | $8,600,524 | $8,514,371 | BOARD CHAIR | $0 | Same NTEE code T30, revenue within 2x |
| NATIONAL FOUNDATION INC | CO | T30 | $9,401,857 | $9,543,339 | CEO | $558,577 | Same NTEE code T30, 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.
2025 · Form 990 · $4,684,979 spent · pay $906,088 · grants $1,011,892 · events $24,668
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Distribution to endowment and trust beneficiaries | $2,418,327 | $2,418,327 | - | - | 51.6% |
| Grants to US organizations and governments | $1,011,892 | $1,011,892 | - | - | 21.6% | |
| Pay: officers, directors, trustees, key employees | $381,954 | - | $381,954 | - | 8.2% | |
| Other salaries and wages | $364,514 | - | $364,514 | - | 7.8% | |
| Office expenses | $108,522 | - | $108,522 | - | 2.3% | |
| Advertising and promotion | $78,825 | $78,825 | - | - | 1.7% | |
| Pension plan contributions | $66,382 | - | $66,382 | - | 1.4% | |
| Payroll taxes | $54,107 | - | $54,107 | - | 1.2% | |
| Insurance | $43,497 | - | $43,497 | - | 0.9% | |
| Other employee benefits | $39,131 | - | $39,131 | - | 0.8% | |
| Travel | $39,115 | $39,115 | - | - | 0.8% | |
| Conferences, conventions and meetings | $24,668 | $24,668 | - | - | 0.5% | |
| Fees: legal | $23,973 | - | $23,973 | - | 0.5% | |
| Fees: accounting | $14,975 | - | $14,975 | - | 0.3% | |
| Depreciation and depletion | $9,890 | - | $9,890 | - | 0.2% | |
| Fees: management | $3,118 | - | $3,118 | - | 0.1% | |
| All other expenses | $2,089 | - | $2,089 | - | 0.0% | |
| Total | $4,684,979 | 100% |
2024 · Form 990 · $3,452,246 spent · pay $861,533 · grants $669,582 · events $17,064
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Distribution to endowment and trust beneficiaries | $1,619,840 | $1,619,840 | - | - | 46.9% |
| Grants to US organizations and governments | $669,582 | $669,582 | - | - | 19.4% | |
| Pay: officers, directors, trustees, key employees | $362,970 | - | $362,970 | - | 10.5% | |
| Other salaries and wages | $344,976 | - | $344,976 | - | 10.0% | |
| Office expenses | $99,322 | - | $99,322 | - | 2.9% | |
| Pension plan contributions | $62,996 | - | $62,996 | - | 1.8% | |
| Payroll taxes | $51,563 | - | $51,563 | - | 1.5% | |
| Fees: legal | $51,162 | - | $51,162 | - | 1.5% | |
| Other employee benefits | $39,028 | - | $39,028 | - | 1.1% | |
| Travel | $37,026 | $37,026 | - | - | 1.1% | |
| Insurance | $33,289 | - | $33,289 | - | 1.0% | |
| Advertising and promotion | $32,996 | $32,996 | - | - | 1.0% | |
| Conferences, conventions and meetings | $17,064 | $17,064 | - | - | 0.5% | |
| Fees: accounting | $11,720 | - | $11,720 | - | 0.3% | |
| Depreciation and depletion | $9,889 | - | $9,889 | - | 0.3% | |
| Fees: management | $6,355 | - | $6,355 | - | 0.2% | |
| All other expenses | $2,468 | - | $2,468 | - | 0.1% | |
| Total | $3,452,246 | 100% |
2023 · Form 990 · $4,542,171 spent · pay $835,872 · grants $733,484 · events $19,591
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Distribution to endowment and trust beneficiaries | $2,735,835 | $2,735,835 | - | - | 60.2% |
| Grants to US organizations and governments | $733,484 | $733,484 | - | - | 16.1% | |
| Other salaries and wages | $346,537 | - | $346,537 | - | 7.6% | |
| Pay: officers, directors, trustees, key employees | $340,070 | - | $340,070 | - | 7.5% | |
| Office expenses | $102,776 | - | $102,776 | - | 2.3% | |
| Pension plan contributions | $62,775 | - | $62,775 | - | 1.4% | |
| Payroll taxes | $49,932 | - | $49,932 | - | 1.1% | |
| Other employee benefits | $36,558 | - | $36,558 | - | 0.8% | |
| Insurance | $28,955 | - | $28,955 | - | 0.6% | |
| Advertising and promotion | $28,409 | $28,409 | - | - | 0.6% | |
| Conferences, conventions and meetings | $19,591 | $19,591 | - | - | 0.4% | |
| Fees: accounting | $17,620 | - | $17,620 | - | 0.4% | |
| Travel | $17,470 | $17,470 | - | - | 0.4% | |
| Depreciation and depletion | $12,714 | - | $12,714 | - | 0.3% | |
| All other expenses | $6,707 | - | $6,707 | - | 0.1% | |
| Fees: legal | $1,677 | - | $1,677 | - | 0.0% | |
| Fees: management | $1,061 | - | $1,061 | - | 0.0% | |
| Total | $4,542,171 | 100% |
2022 · Form 990 · $5,312,568 spent · pay $881,441 · grants $1,574,481 · events $16,889
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Distribution to endowment and trust beneficiaries | $2,533,607 | $2,533,607 | - | - | 47.7% |
| Grants to US organizations and governments | $1,574,481 | $1,574,481 | - | - | 29.6% | |
| Pay: disqualified persons | $393,287 | - | $393,287 | - | 7.4% | |
| Pay: officers, directors, trustees, key employees | $339,090 | - | $339,090 | - | 6.4% | |
| Office expenses | $152,765 | - | $152,765 | - | 2.9% | |
| Other salaries and wages | $64,410 | - | $64,410 | - | 1.2% | |
| Other employee benefits | $52,974 | - | $52,974 | - | 1.0% | |
| Advertising and promotion | $42,832 | $42,832 | - | - | 0.8% | |
| Pension plan contributions | $31,680 | - | $31,680 | - | 0.6% | |
| Insurance | $30,606 | - | $30,606 | - | 0.6% | |
| All other expenses | $26,165 | - | $26,165 | - | 0.5% | |
| Travel | $25,821 | $25,821 | - | - | 0.5% | |
| Conferences, conventions and meetings | $16,889 | $16,889 | - | - | 0.3% | |
| Depreciation and depletion | $16,461 | - | $16,461 | - | 0.3% | |
| Fees: accounting | $11,500 | - | $11,500 | - | 0.2% | |
| Total | $5,312,568 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| Yes | 21 | $2,325,015 | $642,120 | $7,392,737 | - | - | - | - |
| 2024 · Form 990 | ||||||||
| Yes | 19 | $233,807 | $324,734 | $5,140,860 | - | - | - | - |
| 2023 · Form 990 | ||||||||
| Yes | 24 | $1,328,012 | $309,000 | $4,814,670 | - | - | - | - |
| 2022 · Form 990 | ||||||||
| Yes | 23 | $484,420 | $1,411,290 | $3,705,954 | - | - | - | - |