Financials
Our tax ID or EIN number is 16-1587553.
2017 Program & Administration Expense Allocations
PROGRAM = 87.9%
- Philanthropic Services = 4.8%
- Grants and Grant Services = 83.1%
ADMINISTRATION = 12.1%
- Development = 5.1%
- Administration = 7.0%
Spending Policy and Fees
2018 Spending Policy is 4% for endowed funds
2018 Spending Policy for Maximum Allowed Grantable Amounts
2018 Philanthropic Services Assessment:
o 1.75% on balances under $50,000
o 1.25% on balances of $50,000 and above
Investment Fee: .20% for general portfolio, .35% for ESG (aka SRI) portfolio
Annual and Current Year Quarterly Impact Dashboards and Investment Performance
- Impact Dashboards
- Investment Performance Reports
- 4Q17 Investment Return
- 3Q17 Investment Performance
- 4Q16 Investment Performance
- 4Q16 Investment Return
- 4Q15 Investment Performance
- 4Q15 Investment Return
- 4Q14 Investment Performance
- 4Q14 Investment Return
- 4Q13 Investment Performance
- 4Q13 Investment Return
- 04Q12 Investment Performance
- 04Q12 Investment Return
- 04Q11 Investment Performance
- 04Q11 Investment Return
