Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 469,442 | 272,073 | 320,575 | 65,517 | 351,756 | 1,479,363 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 469,442 | 272,073 | 320,575 | 65,517 | 351,756 | 1,479,363 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 976,468 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 502,895 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 469,442 | 272,073 | 320,575 | 65,517 | 351,756 | 1,479,363 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 42,440 | 44,447 | 39,326 | 47,954 | 41,540 | 215,707 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 1,695,070 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| LA FARGE HERITAGE FOUNDATION OF NEWPORT; EIN: 05-0488343FOR SCHEDULE A, PART VI SUPPLEMENTAL INFORMATION FOR IRS FY 2020 990:PART II, SECTION C SECTION 17A: COMPUTATION OF PUBLIC SUPPORT PERCENTAGE BY FACTS AND CIRCUMSTANCES:THE LA FARGE RESTORATION FUNDIS PUBLICLY SUPPORTED AS EVIDENCED BY:1. THE TOTAL AMOUNT OF ITS GOVERNMENTAL AND PUBLIC SUPPORT EQUALS ATLEAST 10% OF THE SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION.SEE SECTION C: 14 AND 15 FOR THE PERCENTAGES WHICH ARE 29.67% FOR FY 2020 AND 30.79% FOR FY 2019.2.THE ORGANIZATION IS THE STEWARD OF A NATIONAL HISTORIC LANDMARK-NEWPORTCONGREGATIONAL CHURCH, FORMERLY KNOWN AS UNITED CONGREGATIONAL CHURCH OFNEWPORT. NATIONAL HISTORIC LANDMARK STATUS WAS AWARDED IN 2013 FOR THEUNIQUE INTERIOR MURALS AND UNUSUAL OPALESCENT WINDOWS BY AMERICAN ARTISTJOHN LA FARGE INSTALLED IN 1880 INSIDE THE SANCTUARY OF THIS CHURCH.OF NECESSITY DUE TO THE CONTINUOUS DETERIORATION OF ITS MID-19TH CENTURYHISTORIC BUILDING, THE ORGANIZATION'S STRATEGIC PLAN FOCUSED ONINFRASTRUCTURE RESTORATION FIRST. TWO REGIONAL FUNDERS INRHODE ISLAND, WITH SPECIFIC INTEREST IN REGIONAL HISTORIC PRESERVATION-DETAILED ELSEWHERE IN THIS 2020 IRS FORM 990 REPORT-- STEPPED UP TO FUNDTHESE CRITICAL COMPONENTS THAT HAD TO PRECEDE ANY RESTORATIONOF THE ARTWORK INSIDE THE STRUCTURE.THESE FUNDERS, DETAILED IN THIS FY 2020 IRS 990 REPORT,WERE DEEMED MOSTLIKELY TO PROVIDE SEED MONEY IN AMOUNTS SUFFICIENT TO ENABLE THE LFRFEVENTUALLY TO COMMENCE ITS RESTORATION OF THE FINE ART--THE REASON FOR ITSNATIONAL HISTORIC LANDMARK STATUS. MAJOR INFRASTRUCTURE SO FUNDED AND SORESTORED INCLUDED: THE DETERIORATED, 150 YEAR OLD ROOF THAT NEEDEDCOMPLETE RENOVATION AND THE EARLY 20TH CENTURY ELECTRICAL AND FIRE SAFETYSYSTEMS WHICH NEEDED COMPLETE TO CODE OVERHAUL TO ACCOMMODATE PUBLIC USESOF ANY KIND AND WINDOWS FABRICATION AND REPLACEMENT THAT HAS DETERIORATED LETTINGIN THE ELEMENTS. FOR BACKGROUND, THE CURRENT RESTORATION ACTIVITIES OF THELFRF COMMENCED ON OR ABOUT 2008. BASED ON ITS STRATEGIC PLAN, FROM 2008TO 2012,THE ORGANIZATION FOCUSED ON WRITING THE CASE STATEMENT FORNATIONAL HISTORIC LANDMARK DESIGNATION, AWARDED BY THE NATIONAL PARKSERVICE IN 2013 AND ON TRAINING IN HISTORIC PRESERVATION WITH PARTNERSFOR SACRED PLACES, A PHILADELPHIA BASED NONPROFIT. IT COMPLETED BUILDINGCONDITIONS EVALUATIONS (2008-2010), THEN FOCUSED ON REPLACING THEDOCUMENTED, MOST URGENTLY THREATENED, INFRASTRUCTURE--THE ROOF (2011-2013)--AND THE ELECTRICAL AND FIRE SAFETY SYSTEMS (2013-2015); WEST FACADE WINDOWS (2015-CURRENT), WITH KEY INFRASTRUCTURE REPLACED, THE ORGANIZATION RECEIVED APPROVAL OFA $150,000 GRANT FROM A GOVERNMENTAL UNIT--THE STATE OF RHODE ISLANDHISTORIC PRESERVATION COMMISSION--ALONG WITH OTHER FUNDERS, TO BEGINACTUAL RESTORATION ON THE HISTORIC, INTERIOR MURALS AND WINDOWS. THISPROJECT HAS BEEN COMPLETED AND THE LAFARGE RESTORATION FUND HAS APPLIEDFOR AN ADDITIONAL $150,000 GRANT FROM THE SAME GOVERNMENTAL SOURCE TOMATCH PRIVATE GRANTS.THUS, PUBLIC SUPPORT IS EXPECTED TO EXPAND AS THEORGANIZATION IS NOW TACKLING RESTORATION OF THE INTERIOR FINE ART.THIS IS THE CASE IN FY 2020.3. THE ORGANIZATION'S BOARD OF DIRECTORS IS ORGANIZED AND OPERATED SO ASTO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON ACONTINUOUS BASIS. THE ORGANIZATION'S BOARD REPRESENTS THE BROAD INTERESTSOF THE PUBLIC. THE BOARD INCLUDES AN ELECTED GOVERNMENTAL OFFICIAL, ANEIGHBORHOOD ACTIVIST, TWO PRESERVATION EXPERTS, AN INTERIOR DESIGNER, ANARCHITECT (WHO ACTS AS THE PROJECT ARCHITECT), AN HISTORIAN, ANDREPRESENTATIVES OF THE CONGREGATION AT THE FACILITY (NEWPORTCONGREGATIONAL CHURCH). THE LFRF'S ADVISORY COMMITTEE INCLUDESREPRESENTATIVES FROM TWO HIGHLY-RESPECTED RHODE ISLAND UNIVERSITIES,LEGAL FIRMS, RESTORATION EXPERTS, A RESTORATION NONPROFIT,A NONPROFIT INTERESTED IN THE VICTORIAN PERIOD AND MEMBERS OF THE GENERALPUBLIC WITH AN INTEREST IN THE PROJECT OR HISTORIC TIES TO THE SITE.4. THE ORGANIZATION NORMALLY MAINTAINS A CONTINUOUS AND WELL-KNOWN PROGRAMTO SOLICIT FUNDS FROM THE GENERAL PUBLIC, GOVERNMENT AND THE COMMUNITY:A)--EACH DECEMBER THE LFRF WRITES TO ITS MAILING LIST OF SUPPORTERSREQUESTING CONTRIBUTIONS. THE ORGANIZATION RAISES $3000 TO $4500 PERYEAR TOWARD SMALLER, HIGHLY VISIBLE UPGRADES TO THE FACILITY'S DOORSAND ENTRYWAYS AND TO HISTORIC LANTERNS;" B)--AS SOON AS STATE-WIDE GOVERNMENTAL FUNDS BECAME AVAILABLEFOR RESTORATION PROJECTS IN RHODE ISLAND, LA FARGE RESTORATIONFUND APPLIED SUCCESSFULLY TO THE RHODE ISLAND HISTORIC PRESERVATIONCOMMISSION FOR A GRANT OF $150,000 TOWARD INTERIOR MURALS RESTORATION.THE COMMISSION ANNOUNCED ITS CONDITIONAL INTENTION TO GIVE IN FY 2015 ANDPAID OUT ITS GRANT FUNDS IN FY 2017 WHEN WORK WAS COMPLETED. THELFRF APPLIED AGAIN IN FY 2017 AND RECEIVED A SECOND GRANT OF$150,000 FROM THE RI STATE HISTORIC PRESERVATION COMMISSION ANDCONTINUES TO SEEK OTHER PUBLIC SECTOR-FUNDED GRANTS; AND HAS APPLIED AGAIN IN 2021 FOR A GRANT TOWARDS A FURTHER MURALS RESTORATION.C)--SINCE 2008, THE LFRF BOARD OF DIRECTORS HAS NORMALLY SOUGHT FUNDINGFROM A VARIETY OF FUNDERS AVAILABLE TO IT, OUTSIDE OF THE MAJOR REGIONAL FUNDERS INCLUDING FOUNDATIONS AND INDIVIDUALS. SOME REQUESTS HAVE BEEN SUCCESSFUL OVER THE YEARS--1772 FOUNDATION, FELICIA FUND, OCEAN STATE CHARITIES TRUST, RHODE ISLANDFOUNDATION, NATIONAL TRUST FOR HISTORIC PRESERVATION, INDIVIDUALS ANDBUSINESSES. SOME REQUESTS HAVE NOT YET BEEN SUCCESSFUL--THE NEWPORT COUNTYFUND, FOR EXAMPLE. IN FY 2019, THE CHAMPLIN FOUNDATION, FOR EXAMPLE, HAS PROVIDED ITS FIRST GRANT TO LFRF NOW THAT NOW THAT KEY INFRASTRUCTURE WORK HAS OCCURRED TO PROTECT THE INTERIOR ARTWORK INAN UPGRADED BUILDING. IN 2019 AND 2020, THE FUND RECEIVED TWO GRANTS FROM THE CHAMPLIN FOUNDATION AND IN 2021, A FIRST GRANT FROM THE DONALDSON FOUNDATION TOWARD RESTORATION OF AN INTRICATE JOHN LA FARGE OPALESCENT GLASS WINDOW. THE LFRF HAS REACHED OUT TO FUNDERS THAT HAVE NOT YET PARTICIPATED AND EXPECTS TO ATTRACT SOME OF THEM IN FY 2020-2021. IT HAS REACHED OUT ALSO TO ADDITIONALFUNDERS, BOTH REGIONALLY AND NATIONALLY, WHO ARE MORE ATTUNED TO FUNDINGTHE ACTUAL ART RESTORATION THAN THE LESS VISIBLE INFRASTRUCTURE.IT IS APPLYING IN 2019 TO THE SAVE AMERICA'S TREASURES PUBLICLY FUNDED GRANT PROGRAM RENEWED IN 2019. IN 2022, THE FUND PLANS TO APPLY TO THE SAVING AMERICA'S TREASURES GRANT PROGRAM FOR NATIONAL HISTORIC LANDMARK SITES.5. THE LA FARGE RESTORATION FUND NORMALLY PROVIDES PUBLIC ACCESS TO ITSFACILITY FOR MEMBERS OF THE COMMUNITY AND VISITORS TO HEAR PRESENTATIONSON THE HISTORY OF THE STRUCTURE AND OF THE ARTIST JOHN LA FARGE AND TOOBSERVE THE PROGRESS OF THE RESTORATION. EVENTS TAKE PLACE IN THE SANCTUARY AS WELL AND ATTRACTED MORE COMMUNITY MEMBERS IN 2019 AS THE PROJECT TO REMOVE PEWS AND REBUILD THE ORIGINAL FLOORING EACH YEAR WAS ANNOUNCED. THE BOARD OF DIRECTORSESCORTS MANY COMMUNITY MEMBERS AND VISITORS THROUGH THE SITE FOR INFORMALTOURS AND EVENTS. THIS NUMBER HAS GROWN TO OVVER 4,000 PERSONS IN FY 2019. ADDITIONALLY, THE LA FARGE RESTORATION FUND IS A FOUNDING MEMBEROF THE "FOUR FAITHS FOUR LANDMARKS" WALKING TOUR PROGRAM IN DOWNTOWNNEWPORT,RHODE ISLAND. BESIDES NEWPORT CONGREGATIONAL CHURCH, THE OTHERNATIONAL HISTORIC LANDMARKS IN THE PROGRAM ARE TRINITY CHURCH, TOUROSYNAGOGUE AND ST. MARY'S CATHOLIC CHURCH. ALL ARE WITHIN A HALF MILE OFEACH OTHER AND REPRESENT THE UNIQUE HISTORY OF RELIGIOUS EXPRESSION AND TOLERANCE INNEWPORT. THE PROGRAM HAS OPERATED FOR THREE YEARS. AS AN EXAMPLE OF THE ORGANIZATION'S EDUCATIONAL SERVICES TO THE PUBLIC, OVER 4,000 PERSONS CAME TO VISIT DURING THE PERIOD JULY 2018 THROUGH JUNE 2019 AND OVER 2,000 DURING THE PRIOD JULY 2019 THROUGH JUNE 2020 BEFORE COVID 19 CAUSED A SHUTDOWN. VISITORS CAME DURING REGULARLY SCHEDULED AND ADVERTISED OPEN HOURS AND TOURS (500) THROUGH THE FOUR FAITHS LANDMARKS TOURS IN SUMMER MONTHS ONLY (300) AND FINALLY STUDENTS OF VARIOUS AGES CAME THROUGH IN SPECIALIZED WORKSHOPS, CLASSES, CONCERTS, EVENTS AND TOURS (4,000+). |
| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MOHAMAD FARZAN AND DORIENNE FARZAN FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 HAS BEEN PREPARED BY THE FUND'S ACCOUNTANTS, REVIEWED BY THE PRESIDENT AND MANAGER OF THE FUND AND CORRECTIONS AND CHANGES WERE MADE AS NECESSARY. A COPY OF THE 990 IS MADE AVAILABLE TO THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION IS CAREFUL TO MAKE SURE ANY CONFLICTED BOARD MEMBER DOES NOT VOTE ON ANY POLICY OR ACTION THAT COULD BE OR PERCEIVED TO BE A CONFLICT OF INTEREST ACCORDING TO THE ORGANIZATION'S POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | ARCHITECT/ENGINEERING: PROGRAM SERVICE EXPENSES 2,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,200. STRATEGIC PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. BOOKKEEPING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,025. |
| Software ID: | |
| Software Version: |