THE CULLEN TRUST FOR HIGHER EDUCATION
Cite this
Plain text THE CULLEN TRUST FOR HIGHER EDUCATION. Strategy Studio, nonprofit organization profile, tax years 2017–2024. https://strategystudio.org/org/741999641. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). THE CULLEN TRUST FOR HIGHER EDUCATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/741999641
MLA “THE CULLEN TRUST FOR HIGHER EDUCATION.” Strategy Studio, tax years 2017–2024, https://strategystudio.org/org/741999641. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2017–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue -$21K · expenses $3.4M · assets $66.5M
- EIN
- 74-1999641
- Address
- 515 POST OAK BLVD 1000, HOUSTON, TX 77027-9482
- NTEE code
- B120
- Subsection
- 501(c)(3)
- Ruling year
- 1979
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SUPPORT INSTITUTIONS OF HIGHER EDUCATION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 11 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
11 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 |
|---|---|---|---|---|---|
| Corbin J Robertson Jr | TRUSTEE/CHAIRMAN | 2017-2024 | 1 | $0 reported | 4 |
| Robert Arnold | TRUSTEE/TREASURER | 2017-2024 | 1 | $0 reported | 1 |
| Katie Cullen | TRUSTEE | 2019-2024 | 1 | $0 reported | 1 |
| Hugh Roy Marshall Jr | TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| Christine Morenz | TRUSTEE/VICE CHAIRMAN | 2017-2024 | 1 | $0 reported | 1 |
| Curtis Huff | TRUSTEE | 2017-2024 | 1 | $0 reported | 3 |
| Dr Robert B Sloan Jr | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Chris Cragg | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Jolie Howard | SECRETARY | 2017-2024 | 1 | $0 reported | 1 |
| Hugh Roy Marshall (former) | TRUSTEE | 2017-2021 | 0 | $0 reported | 1 |
| Roy Walter Cullen (former) | TRUSTEE/VICE CHAIRMAN | 2017-2018 | 0 | $0 reported | 1 |
People by year
2024 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE CULLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| ROY WALTER CULLEN | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| ROY WALTER CULLEN | TRUSTEE/VICE CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| HUGH ROY MARSHALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE MORENZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 4 |
| CURTIS HUFF | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| DR ROBERT B SLOAN JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRIS CRAGG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOLIE HOWARD | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $301K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $301,144 |
2023 · 1 contractor · $261K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $260,803 |
2022 · 1 contractor · $253K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $252,560 |
2021 · 1 contractor · $256K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $256,418 |
2020 · 1 contractor · $230K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $229,907 |
2019 · 1 contractor · $220K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $219,520 |
2018 · 1 contractor · $209K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS & CO LLC | HOUSTON, TX | INVESTMENT MANAGEMENT | $209,410 |
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 · 9 grants to organizations · $3.0M
2023 · 5 grants to organizations · $2.5M
2022 · 8 grants to organizations · $3.2M
2021 · 7 grants to organizations · $3.0M
2020 · 8 grants to organizations · $3.5M
2019 · 8 grants to organizations · $3.0M
2018 · 8 grants to organizations · $3.0M
2017 · 7 grants to organizations · $2.4M
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| -$20,546 | $3,407,149 | $66,474,090 | $66,474,090 | $0 | $0 | $0 | 0 | 9 |
| 2023 · Form 990 | ||||||||
| $186,367 | $2,844,357 | $69,910,673 | $69,910,673 | $0 | $0 | $0 | 0 | 9 |
| 2022 · Form 990 | ||||||||
| $2,402,134 | $3,497,115 | $72,454,705 | $72,454,705 | $0 | $0 | $0 | 0 | 9 |
| 2021 · Form 990 | ||||||||
| $3,628,117 | $3,276,989 | $73,561,343 | $73,561,343 | $0 | $0 | $0 | 0 | 9 |
| 2020 · Form 990 | ||||||||
| $3,592,130 | $3,768,728 | $72,830,979 | $72,830,979 | $0 | $0 | $0 | 0 | 9 |
| 2019 · Form 990 | ||||||||
| $2,965,278 | $3,253,885 | $73,199,126 | $73,199,126 | $0 | $0 | $0 | 0 | 9 |
| 2018 · Form 990 | ||||||||
| $4,054,503 | $3,257,191 | $73,308,646 | $73,308,646 | $0 | $0 | $0 | 0 | 9 |
| 2017 · Form 990 | ||||||||
| $16,466,422 | $2,708,040 | $73,063,521 | $73,063,521 | $0 | $0 | $0 | 0 | 9 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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 |
|---|---|---|---|---|---|---|---|
| CHALLA FOUNDATION | TX | B12 | -$4,886 | $6,813 | DIRECTOR | $0 | Same NTEE code B12, revenue within 2x, same state |
| GEORGE RANCH HIGH SCHOOL PROGRAD | TX | B12 | -$379 | $0 | CHAIRMAN | $0 | Same NTEE code B12, revenue within 2x, same state |
| FOUNDATION FOR INDEPENDENT HIGHER EDUCATION INC | DC | B12 | -$68,254 | $2,189,151 | EXECUTIVE DIRECTOR | $180,397 | Same NTEE code B12, revenue within 2x |
| HIGHLAND EDUCATIONAL FOUNDATION | NY | B12 | -$597 | $3,600 | President | $0 | Same NTEE code B12, revenue within 2x |
| PATENT QUALITY EDUCATION & TRAINING FOUNDATION | NC | B12 | -$6,077 | $7,044 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x |
| FRIENDS OF NANTUCKET PUBLIC SCHOOLS INC | MA | B12 | -$6,571 | $18,368 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x |
| AURELIA B BURTON REVOCABLE TRUST CHARITABLE TRUST INC | MD | B12 | -$16,489 | $0 | TRUSTEE | $0 | Same NTEE code B12, revenue within 2x |
| CLEVELAND SOCIETY FOR HUMAN RESOURCE MANAGEMENT FOUNDATION | OH | B12 | -$14,159 | $18,676 | DIRECTOR | $0 | Same NTEE code B12, revenue within 2x |
| AVENTURA MARKETING COUNCIL EDUCATION FOUNDATION INC | FL | B12 | -$18,787 | - | President | $0 | Same NTEE code B12, revenue within 2x |
| BULLITT CENTRAL HIGH SCHOOL ATHLETIC BOOSTERS INC | KY | B12 | -$5,849 | $20 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x |
| 100 YEARS OF HORSEPOWER | IL | B12 | -$7,400 | $15,840 | Director | $0 | Same NTEE code B12, revenue within 2x |
| HELPING KIDS ACHIEVE THEIR GOALS | MN | B12 | $2 | $25 | President | $0 | Same NTEE code B12, revenue within 2x |
| HEXNER FOUNDATION | DE | B12 | -$64,366 | $144,436 | Pres, Dir, Sec | $0 | Same NTEE code B12, revenue within 2x |
| FRIENDS OF CHESTER COMMUNITY CHARTER SCHOOL | PA | B12 | -$835,734 | $59,471 | TREASURER | $3,200 | Same NTEE code B12, revenue within 2x |
| YUBA CITY HIGH SCHOOL GRAD NIGHT | CA | B12 | -$1,078 | $96 | President | $0 | Same NTEE code B12, revenue within 2x |
| GSNY PROPERTIES INC | NY | B12 | -$350,069 | $19,193 | CFOO | $349,653 | Same NTEE code B12, revenue within 2x |
| CHOICE FOUNDATION ENDOWMENT FUND | LA | B12 | -$3,020 | $231,150 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x |
| MINGS FOUNDATION | CA | B12 | -$368,403 | $40,708 | CEO | $0 | Same NTEE code B12, revenue within 2x |
| PETER AND HENRY BLOCK FOUNDATION INC | NY | B12 | -$8,718 | $686,295 | TREASURER | $0 | Same NTEE code B12, revenue within 2x |
| READY TO START | CA | B12 | $1 | $515 | Chairman | $0 | Same NTEE code B12, revenue within 2x |
| AKIN FAMILY FOUNDATION | CO | B12 | -$1,810,254 | $149,235 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x |
| BARBERA FOUNDATION INC | CA | B12 | -$1,541 | $166,332 | Director | $0 | Same NTEE code B12, revenue within 2x |
| DUNELOCH FOUNDATION INC | NY | B12 | $1 | $12,000 | Pres | $0 | Same NTEE code B12, revenue within 2x |
| ESPERANZA BONANZA FESTIVAL INC | AR | B12 | -$5,227 | - | VICE PRESIDE | $0 | Same NTEE code B12, revenue within 2x |
| PARSHAN NAMIRANIAN FOUNDATION | CA | B12 | -$260,438 | $313,867 | President | $215,961 | Same NTEE code B12, 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 990 · $3,407,149 spent · pay $0 · grants $3,031,710 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,031,710 | $3,031,710 | - | - | 89.0% | |
| Fees: investment management | $301,144 | - | $301,144 | - | 8.8% | |
| Fees: management | $37,785 | - | $37,785 | - | 1.1% | |
| Fees: legal | $17,554 | - | $17,554 | - | 0.5% | |
| Fees: accounting | $16,500 | - | $16,500 | - | 0.5% | |
| Other (as described) | PARTNERSHIP EXPENSES | $2,456 | - | $2,456 | - | 0.1% |
| Total | $3,407,149 | 100% |
2023 · Form 990 · $2,844,357 spent · pay $0 · grants $2,500,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,500,000 | $2,500,000 | - | - | 87.9% | |
| Fees: investment management | $260,803 | - | $260,803 | - | 9.2% | |
| Fees: accounting | $38,000 | - | $38,000 | - | 1.3% | |
| Fees: management | $36,792 | - | $36,792 | - | 1.3% | |
| Other (as described) | PARTNERSHIP EXPENSES | $8,762 | - | $8,762 | - | 0.3% |
| Total | $2,844,357 | 100% |
2022 · Form 990 · $3,497,115 spent · pay $0 · grants $3,200,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,200,000 | $3,200,000 | - | - | 91.5% | |
| Fees: investment management | $252,560 | - | $252,560 | - | 7.2% | |
| Fees: management | $33,600 | - | $33,600 | - | 1.0% | |
| Other (as described) | PARTNERSHIP EXPENSES | $6,955 | - | $6,955 | - | 0.2% |
| Fees: accounting | $4,000 | - | $4,000 | - | 0.1% | |
| Total | $3,497,115 | 100% |
2021 · Form 990 · $3,276,989 spent · pay $0 · grants $2,950,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,950,000 | $2,950,000 | - | - | 90.0% | |
| Fees: investment management | $256,418 | - | $256,418 | - | 7.8% | |
| Fees: management | $32,000 | - | $32,000 | - | 1.0% | |
| Fees: accounting | $27,000 | - | $27,000 | - | 0.8% | |
| Other (as described) | PARTNERSHIP EXPENSES | $11,571 | - | $11,571 | - | 0.4% |
| Total | $3,276,989 | 100% |
2020 · Form 990 · $3,768,728 spent · pay $0 · grants $3,466,667 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,466,667 | $3,466,667 | - | - | 92.0% | |
| Fees: investment management | $229,907 | - | $229,907 | - | 6.1% | |
| Fees: accounting | $31,500 | - | $31,500 | - | 0.8% | |
| Fees: management | $27,000 | - | $27,000 | - | 0.7% | |
| Other (as described) | PARTNERSHIP EXPENSES | $13,653 | - | $13,653 | - | 0.4% |
| Other (as described) | MISCELLANEOUS | $1 | - | $1 | - | 0.0% |
| Total | $3,768,728 | 100% |
2019 · Form 990 · $3,253,885 spent · pay $0 · grants $2,966,667 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,966,667 | $2,966,667 | - | - | 91.2% | |
| Fees: investment management | $219,520 | - | $219,520 | - | 6.7% | |
| Fees: accounting | $29,150 | - | $29,150 | - | 0.9% | |
| Fees: management | $27,000 | - | $27,000 | - | 0.8% | |
| Other (as described) | PARTNERSHIP EXPENSES | $11,218 | - | $11,218 | - | 0.3% |
| Other (as described) | POSTAGE & SHIPPING | $318 | - | $318 | - | 0.0% |
| Other (as described) | TRAVEL | $12 | - | $12 | - | 0.0% |
| Total | $3,253,885 | 100% |
2018 · Form 990 · $3,257,191 spent · pay $0 · grants $2,966,667 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,966,667 | $2,966,667 | - | - | 91.1% | |
| Fees: investment management | $209,410 | - | $209,410 | - | 6.4% | |
| Fees: management | $27,000 | - | $27,000 | - | 0.8% | |
| Fees: accounting | $24,950 | - | $24,950 | - | 0.8% | |
| Other (as described) | PARTNERSHIP EXPENSES | $16,754 | - | $16,754 | - | 0.5% |
| Fees: legal | $12,088 | - | $12,088 | - | 0.4% | |
| Other (as described) | SECURITY CUSTODIAL FEES | $175 | - | $175 | - | 0.0% |
| Other (as described) | POSTAGE & SHIPPING | $106 | - | $106 | - | 0.0% |
| Other (as described) | FOREIGN TAX ON DIVIDEND | $41 | - | $41 | - | 0.0% |
| Total | $3,257,191 | 100% |
2017 · Form 990 · $2,708,040 spent · pay $0 · grants $2,370,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,370,000 | $2,370,000 | - | - | 87.5% | |
| Fees: investment management | $182,268 | - | $182,268 | - | 6.7% | |
| Fees: accounting | $48,750 | - | $48,750 | - | 1.8% | |
| Other (as described) | PARTNERSHIP EXPENSES | $35,938 | - | $35,938 | - | 1.3% |
| Other (as described) | FOREIGN TAX ON DIVIDEND | $27,470 | - | $27,470 | - | 1.0% |
| Fees: management | $27,000 | - | $27,000 | - | 1.0% | |
| Fees: legal | $8,971 | - | $8,971 | - | 0.3% | |
| Other (as described) | SECURITY CUSTODIAL FEES | $7,643 | - | $7,643 | - | 0.3% |
| Total | $2,708,040 | 100% |