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 Philanthropic Services Assessment:

  • 1.75% on balances under $50,000
  • 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

Audits

IRS Forms

quote Eleanor Roosevelt

The future belongs to those who believe in the beauty of their dreams.