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 Jerry Brown

We have to deal with where we are. We have to create cooperatives, we have to create intentional communities, we have to work for local cooperation where we are.