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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 86-3667928 · Snapshot of IRS recognition, filing currency, financial health, and governance.
We provide education about charitable giving techniques and distribute gifts to nonprofitorganizations as our primary activity. In addition, in some cases we serve as a fiduciary for charitably mindedtrusts and estates. General funding comes from an initial setup fee for donor advisedfunds, an ongoing investment fee percentage, and a percentage of the overall donationonce it is distributed. The activity of intake, investment, and distribution of funds tononprofit organizations creates mutually beneficial support.
Principal Officer
Robert T Nayden
Total Revenue
$2.4M
FY2024
Total Expenses
$1.7M
FY2024
Net Assets
$10.8M
Program Ratio
98.6%
expenses on programs
Employees
0
Volunteers
0
Board Members
6
Voting
0
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.