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
2019 Program & Administration Expense Allocations
PROGRAMS & SERVICES = 85% = $540,572
- Philanthropic Services = 5%
- Grants and Grant Services = 80%
ADMINISTRATION & DEVELOPMENT = 15% = $96,992
- Development = 6%
- Administration = 9%
Spending Policy and Fees
2020 Spending Policy is 4% for endowed funds
2020 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
- Impact Dashboards
- 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
- 2Q20Investment Performance
- 1Q20Investment 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
- 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
