Financials

Our tax ID or EIN number is 16-1587553.

2016 Program & Administration Expenses

  • Philanthropic Services = 4.8%
  • Grants and Grant Services = 83.1%
  • Development = 5.1%
  • Administration = 7.0%

Spending Policy and Fees

2017 Spending Policy is 4% for endowed funds

 

2017 Philanthropic Services Assessment:

 o 1.75% on balances under $50,000

 o 1.25% on balances of $50,000 and above

Investment Fee: .40% 1Q17 reducing to .20% for remainder of 2017

 

Quarterly Impact Dashboards and Investment Performance

 

quote Mark Twain

Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines, sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.