Financials

Our tax ID or EIN number is 16-1587553.

Our New York State Charities registration number is
06-80-93

Our NAICS Code is 813211 Grantmaking Foundations

2021 Program & Administration Expense Allocations

PROGRAMS & SERVICES = 85% = $580,560

  • Philanthropic Services = 5%
  • Grants and Grant Services = 80%

ADMINISTRATION & DEVELOPMENT = 15% = $102,452

  • Development = 6%
  • Administration = 9%

Spending Policy and Fees

2022 Spending Policy is 5% for endowed funds

2022 Philanthropic Services Assessment:

  • 1.75% on balances under $50,000
  • 1.25% 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

Annual and Current Year Quarterly Impact Dashboards and Investment Performance

Audits

IRS Forms

quote Gene Yarussi, donor advisor

I am lucky to have the means to help.