TO COLLABORATE WITH INDIVIDUALS AND ORGANIZATIONS, AND LEVERAGE PHILANTHROPIC CAPITAL FOR POSITIVE IMPACT. TO COMBINE DONOR-DRIVEN PHILANTHROPY, INVESTING, AND EDUCATION WITH TRUSTED, PERSONALIZED SERVICE, ENABLING INDIVIDUALS AND ORGANIZATIONS TO EFFECTIVELY DEDICATE THEIR RESOURCES FOR MAXIMUM BENEFIT IN THE COMMUNITY.
| Year | Grants | Total Giving | Avg Grant | New | Repeat |
|---|---|---|---|---|---|
| 2024 | 774 | $148.1M | $191K | 196 | 571 |
| 2023 | 740 | $193.9M | $262K | 194 | 530 |
| 2022 | 632 | $171.2M | $271K | 145 | 475 |
| 2021 | 623 | $95.6M | $153K | 164 | 438 |
| 2020 | 589 | $66.7M | $113K | 178 | 383 |
| 2019 | 622 | $74.6M | $120K | 291 | 325 |
| 2017 | 591 | $80.3M | $136K | 586 | 0 |
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 990 - Public charity return Jul 1, 2024 to Jun 30, 2025 | $194,237,199 ↓ | $157,155,132 | $654,841,411 |
| 2023 990 - Public charity return Jul 1, 2023 to Jun 30, 2024 | $273,725,033 ↑ | $203,060,898 | $597,067,388 |
| 2022 990 - Public charity return Jul 1, 2022 to Jun 30, 2023 | $172,547,847 ↓ | $178,976,298 | $501,163,775 |
| 2021 990 - Public charity return Jul 1, 2021 to Jun 30, 2022 | $250,408,215 ↑ | $103,090,978 | $491,173,219 |
| 2020 990 - Public charity return Jul 1, 2020 to Jun 30, 2021 | $102,928,936 ↓ | $73,016,249 | $397,689,920 |
| 2019 990 - Public charity return Jul 1, 2019 to Jun 30, 2020 | $106,011,475 ↓ | $82,881,549 | $315,927,529 |
| 2017 990 - Public charity return Jul 1, 2017 to Jun 30, 2018 | $131,533,752 | $86,623,731 | $250,079,850 |
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