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
2023 Spending Policy is 4% for endowed funds
2023 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
- Impact Dashboards
- 2022 Impact Dashboard
- 2021 Impact Dashboard
- 2Q21 Mid-Year Dashboard
- 2020 Impact Dashboard
- 2Q20 Mid-Year Dashboard
- 2019 4thQTR Impact Dashboard
- 2019 3rdQTR Impact Dashboard
- 2019 2ndQTR Impact Dashboard
- 2019 1QTR Impact Dashboard
- 2018 4QTR Impact Dashboard
- 2018 3rd QTR Impact Dashboard
- 2018 2nd QTR Impact Dashboard
- 2018 1st QTR Impact Dashboard
- 2017 4th QTR Impact Dashboard
- 2016 4thQTR Impact Dashboard
- 4Q15 Grants and Assets Dashboard
- 4Q14 Grants and Assets Dashboard
- 4Q13 Grants and Assets Dashboard
- Investment Performance Reports
- 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
- 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
