Financials
Our tax ID or EIN is 16-1587553.
Our New York State Charities registration number is
06-80-93
Our NAICS Code is 813211 Grantmaking Foundations
Guidestar Profile
2024 Program & Administration Expense Allocations
PROGRAMS & SERVICES = 85% = $671,072
- Philanthropic Services = 8%
- Grants and Grant Services = 77%
ADMINISTRATION & DEVELOPMENT = 15% = $118,424
- Development = 6%
- Administration = 9%
Spending Policy and Fees
2025 Spending Policy is 4% for endowed funds
2025 Philanthropic Services Assessment:
- 2.00% on balances under $50,000
- 1.50% on balances of $50,000 and above
Investment Fee:
- 0.42% (minimum annual fee until total assets reach $12 million fee reduces to .25%) for Vanguard general portfolio
- 0.35% for Brown Advisory ESG (aka SRI) portfolio
Investment Performance
- Investment Performance Reports
- 4Q24-Investment-Performance-1
- 3Q24 Investment Performance
- 2Q24 Investment Performance
- 1Q24 Investment Performance
- 4Q23 Investment Performance
- 3Q23 Investment Performance
- 2Q23 Investment Performance
- 1Q23 Investment Performance
- 4Q22 Investment Performance
- 4Q21 Investment Performance
- 4Q20 Investment Performance
- 4Q19 Investment Performance
- 4Q18 Investment Performance
- 4Q17 Investment Return
- 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
Audits
- 2024 Financial Report
- 2023 Financial Report
- 2022 Financial Report
- 2022 Executive Summary Financial Report
- 2021 Financial Report
- 2021 Executive Summary Financial Report
- 2020 Financial Report
- 2020 Executive Summary Financial Report
- 2019 Financial Report
- 2018 Financial Report
- 2017 Financial Report
- 2016 Financial Report
- 2015 Financial Report
- 2014 Financial Report
- 2013 Financial Report
- 2012 Financial Report
- 2011 Financial Report
- 2010 Financial Report
- 2009 Financial Report
- 2008 Financial Report
- 2007 Financial Report
- 2006 Financial Report
IRS Forms
- 2023 Form 990
- 2022 Form 990
- 2021 Form 990
- 2020 Form 990
- 2019 Form 990
- 2018 Form 990
- 2017 Form 990
- 2016 Form 990
- 2015 Form 990
- 2014 Form 990
- 2013 Form 990
- 2012 Form 990
- 2011 Form 990
- 2010 Form 990 A
- 2009 Form 990
- 2008 Form 990
- 2007 Form 990
- 2006 Form 990
- 2005 Form 990
- 2004 Form 990
- 2003 Form 990
- 2002 Form 990
- 2001 Form 990
