Combined Jewish Philanthropies Of Greater Boston Inc in Boston, Massachusetts (MA)

Combined Jewish Philanthropies Of Greater Boston Inc
Employer Identification Number (EIN)	042103559
Name of Organization	Combined Jewish Philanthropies Of Greater Boston Inc
In Care of Name	Saji Varghese
Address	126 High Street, Boston, MA 02110-2700
Activities	Community Chest, United Way, etc.
Subsection	Charitable Organization
Ruling Date	01/1965
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$984,947,137
Amount of Income	$465,701,527
Form 990 Revenue Amount	$329,827,189
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	Yes	Yes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	Yes	Yes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	Yes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	No
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	Yes	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	Yes	Yes
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	Yes	Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	Yes	Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	Yes	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	Yes	Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	Yes	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	Yes	Yes
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	Yes	Yes
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		109	133
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		164	171
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		Yes	Yes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	Yes
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	Yes
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		Yes	Yes
Did the organization notify the donor of the value of the goods or services provided?		Yes	Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	Yes
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$2,300,716	$2,660,198
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$332,458	$290,504
Total number of individuals who received more than $100,000 of reportable compensation from the organization	21	23
Total number of independent contractors who received more than $100,000 of compensation from the organization	7	4

	2011	2012	2013
Statement of Revenue
Total revenue	$162,951,637	$229,066,587	$258,274,668
Contributions, Gifts, Grants and Other Similar Amounts	$132,034,670	$209,372,305	$225,445,590
Program Service Revenue	$1,063,813	$881,607	$3,181,971
All Other Miscellaneous Schools and Instruction		$881,607	$1,340,278
Miscellaneous Financial Investment Activities		$0	$1,836,100
541610		$0	$3,880
Educational Support Services		$0	$1,713
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$1,701,527	$2,616,956	$1,535,058
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$-17,551	$15,611	$190,234
Gross rents (Real / Personal)	$1,188,751 / $0	$1,065,683 / $0	$938,226 / $0
Less: rental expenses (Real / Personal)	$1,206,302 / $0	$1,050,072 / $0	$747,992 / $0
Rental income or (loss) (Real / Personal)	$-17,551 / $0	$15,611 / $0	$190,234 / $0
Net gain/loss from sales of assets other than inventory	$28,129,673	$16,172,033	$27,861,842
Gross amount from sales of assets other than inventory (Securities / Other)	$458,444,000 / $6,084,869	$572,439,000 / $0	$147,584,886 / $17,631,114
Less: cost or other basis and sales expenses (Securities / Other)	$431,724,312 / $4,674,884	$556,266,967 / $0	$132,606,684 / $4,747,474
Gain or (loss) (Securities / Other)	$26,719,688 / $1,409,985	$16,172,033 / $0	$14,978,202 / $12,883,640
Net income/loss from fundraising events	$-192,187	$-247,023	$-230,053
Gross income from fundraising events	$153,371	$173,296	$216,883
Less: direct expenses	$345,558	$420,319	$446,936
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$231,692	$255,098	$290,026
541200		$234,000	$284,000
Miscellaneous Financial Investment Activities		$19,333	$4,450
532000		$1,440	$1,440
All other revenue		$325	$136

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$124,999,259	$110,773,385	$133,008,509
Grants and other assistance to domestic organizations and domestic governments		$79,205,228	$106,030,888
Grants and other assistance to domestic individuals		$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$7,613,871	$436,513
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$2,008,084	$2,340,513	$2,051,746
Compensation not included above, to disqualified persons		$922,021	$1,230,599
Other salaries and wages	$8,108,732	$8,793,688	$10,137,331
Pension plan accruals and contributions		$405,413	$0
Other employee benefits		$1,772,721	$1,440,474
Payroll taxes	$649,051	$429,105	$770,313
Fees for services (non-employees)
Management		$0	$0
Legal		$165,887	$262,133
Accounting		$132,875	$120,576
Lobbying		$0	$0
Professional fundraising services	$31,866	$40,618	$52,690
Investment management fees		$738,522	$432,641
Other		$2,009,172	$2,567,665
Advertising and promotion		$547,487	$765,094
Office expenses		$738,311	$673,271
Information technology		$1,622	$358,745
Royalties		$0	$0
Occupancy		$816,495	$839,360
Travel		$1,711,715	$1,932,965
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$19,312	$44,916
Interest		$274,341	$137,507
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$501,936	$551,046
Insurance		$242,187	$254,978
Other expenses		$669,510	$794,603
Other expenses		$215,112	$214,795
Other expenses		$187,732	$267,054
Other expenses		$131,803	$109,293
Other expenses		$146,188	$531,313

	2011	2012	2013
Balance Sheet
Total assets	$490,448,944	$589,406,102	$754,092,968
Cash - non-interest-bearing		$2,500	$2,101
Savings and temporary cash investments		$15,424,261	$12,752,846
Pledges and grants receivable, net		$21,711,455	$21,134,770
Accounts receivable, net		$998,302	$1,022,497
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$866,733	$2,037,377
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$2,285,295	$543,888
Land, buildings, and equipment: cost or other basis		$26,765,284	$18,815,719
Investments - publicly traded securities		$198,488,507	$283,969,351
Investments - other securities		$317,510,999	$407,712,820
Investments - program-related		$4,492,390	$4,214,074
Intangible assets		$0	$0
Other assets		$860,376	$1,887,525
Total liabilities	$91,248,404	$81,908,024	$75,905,621
Accounts payable and accrued expenses		$1,923,675	$1,914,217
Grants payable		$47,911,639	$44,251,173
Deferred revenue		$364,864	$905,980
Tax-exempt bond liabilities	$10,907,916	$5,831,432	$1,316,144
Escrow or custodial account liability		$0	$23,421,140
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$5,200,000	$4,754,337	$4,096,967
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$21,122,077	$0
Total net assets or fund balances	$399,200,540	$507,498,078	$678,187,347
Unrestricted net assets		$427,720,602	$593,433,687
Temporarily restricted net assets		$33,165,362	$36,042,182
Permanently restricted net assets		$46,612,114	$48,711,478
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$430,961,491
Subtotal Support	$724,898,117
Gifts, grants, contributions, and membership fees received	$724,898,117
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$293,936,626
Total Support	$739,670,568
Public Support	$724,898,117
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$13,852,777
Net income from unrelated business activities, whether or not the business is regularly carried on	$110,417
Other income. Do not include gain or loss from the sale of capital assets	$809,257
Gross receipts from related activities, etc.	$7,610,150

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$70,606,096	$74,191,140	$52,679,826	$71,053,230	$101,087,588	$106,245,980	$126,471,629	$128,812,616
Contributions, gifts, grants, and similar amounts received	$60,736,242	$73,837,813	$52,604,641	$63,102,664	$88,797,473	$87,794,818	$102,551,493	$107,768,337
Contributions to donor advised funds							$47,629,928	$56,588,879
Direct public support	$59,132,541	$72,320,052	$51,316,212	$61,921,521	$87,834,179	$86,789,544	$54,090,258	$50,034,180
Indirect public support	$1,182,124	$1,165,198	$1,223,964	$1,136,896	$944,961	$1,005,274	$831,307	$1,048,278
Government contributions (grants)	$421,577	$352,563	$64,465	$44,247	$18,333	$0	$0	$97,000
Program service revenue including government fees and contracts	$137,798	$135,356	$381,875	$325,220	$313,665	$273,510	$2,564,957	$1,104,123
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$233,740	$67,785	$101,910	$74,109	$153,575	$380,671	$307,241	$238,254
Dividends and interest from securities	$8,537,041	$4,748,377	$3,819,659	$2,825,157	$4,795,101	$4,475,947	$4,761,297	$5,288,758
Net rental income or (loss)	$-21,952	$-220,276	$-725,872	$-168,215	$-1,538,208	$-799,087	$-389,133	$-548,478
Gross rents	$2,975,602	$3,013,717	$3,150,562	$5,733,666	$2,799,397	$3,455,570	$895,181	$926,497
Less: rental expenses	$2,997,554	$3,233,993	$3,876,434	$5,901,881	$4,337,605	$4,254,657	$1,284,314	$1,474,975
Other investment income	$0	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$983,227	$-4,377,915	$-3,502,387	$4,828,943	$7,515,690	$14,093,790	$16,434,368	$14,735,447
Gross amount from sales of assets other than inventory	$983,227	$0	$1,081,591	$4,828,944	$7,515,690	$288,266,000	$275,559,789	$283,858,954
Less: cost or other basis and sales expenses	$0	$4,377,915	$4,583,978	$1	$0	$274,172,210	$259,125,421	$269,123,507
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$-3,985	$233,122	$174,253
Gross revenue	$0	$0	$0	$0	$0	$362,011	$573,005	$579,620
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$365,996	$339,883	$405,367
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$65,352	$1,050,292	$30,316	$8,284	$51,922
Total expenses	$52,351,748	$59,395,530	$63,809,896	$58,521,464	$62,343,958	$73,614,966	$104,616,251	$101,393,431
Program services	$44,141,384	$51,564,223	$54,821,009	$50,556,994	$53,744,801	$65,855,321	$93,688,716	$89,918,957
Management and general	$2,171,259	$2,122,098	$3,047,686	$2,750,101	$3,120,369	$2,273,951	$2,915,520	$4,082,560
Fundraising	$6,039,105	$5,709,209	$5,941,201	$5,214,369	$5,478,788	$5,485,694	$8,012,015	$7,391,914
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$208,222,535	$216,095,837	$212,306,498	$242,048,199	$288,712,595	$331,099,936	$388,569,526	$398,798,955
Excess or (deficit) for the year	$18,254,348	$14,795,610	$-11,130,070	$12,531,766	$38,743,630	$32,631,014	$21,855,378	$27,419,185
Net assets or fund balances at beginning of year	$191,974,839	$208,222,535	$216,095,837	$212,306,498	$242,048,199	$288,712,595	$331,099,936	$388,569,526
Other changes in net assets or fund balances	$-2,006,652	$-6,922,308	$7,340,731	$17,209,935	$7,920,766	$9,756,327	$35,614,212	$-17,189,756

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$101,393,431	$89,918,957	$4,082,560	$7,391,914
Grants paid from donor advised funds		$48,399,185
Other grants and allocations		$36,143,929
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$1,839,074	$277,806	$856,351	$704,917
Compensation of former officers, directors, key employees, etc.	$24,049	$0	$24,049	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$198,106	$0	$198,106	$0
Salaries and wages of employees not included above	$6,059,073	$2,013,176	$915,232	$3,130,665
Pension plan contributions not included above	$0	$0	$0	$0
Employee benefits not included above	$1,533,121	$412,138	$456,695	$664,288
Payroll taxes	$411,411	$136,695	$62,144	$212,572
Professional fundraising fees	$26,964	$0	$0	$26,964
Accounting fees	$114,723	$0	$114,723	$0
Legal fees	$164,447	$17,175	$103,922	$43,350
Supplies	$102,947	$34,791	$24,010	$44,146
Telephone	$59,541	$28,253	$11,152	$20,136
Postage and shipping	$147,121	$21,912	$34,616	$90,593
Occupancy	$615,149	$251,559	$152,455	$211,135
Equipment rental and maintenance	$284,375	$73,049	$119,004	$92,322
Printing and publications	$283,494	$56,969	$972	$225,553
Travel	$768,182	$154,813	$38,028	$575,341
Conferences, conventions, and meetings	$12,856	$4,135	$3,670	$5,051
Interest	$149,844	$46,212	$43,125	$60,507
Depreciation, depletion, etc.	$296,237	$91,359	$85,257	$119,621
Other expenses not covered above	$3,759,603	$1,755,801	$839,049	$1,164,753

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$261,079,115	$267,619,584	$267,023,470	$293,719,324	$344,112,508	$388,555,122	$457,326,023	$464,450,510
Cash - non-interest-bearing	$2,702	$2,700	$2,700	$2,700	$2,700	$2,700	$2,000	$2,500
Savings and temporary cash investments	$3,553,730	$3,261,374	$5,948,958	$6,299,690	$6,024,800	$7,837,103	$9,809,196	$16,493,788
Accounts receivable less allowance for doubtful accounts	$500,953	$499,971	$603,898	$1,060,145	$965,576	$1,581,813	$405,745	$132,673
Pledges receivable less allowance for doubtful accounts	$25,278,031	$36,792,981	$34,274,088	$27,686,412	$28,538,859	$26,037,857	$27,684,316	$23,555,447
Grants receivable	$1,182,124	$1,227,799	$1,119,000	$1,073,240	$944,961	$933,147	$967,276	$928,287
Receivables from current and former officers, directors, trustees, and key employees	$608,956	$622,016	$334,414	$314,893	$294,210	$290,270	$253,168	$183,777
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$679,369	$702,402	$654,412	$760,357	$684,969	$1,755,033	$1,866,367	$1,709,491
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$1,804,962	$1,305,681	$206,401	$512,480	$769,218	$534,851	$383,740	$1,195,457
Investments - publicly-traded securities							$251,111,691	$213,569,453
Investments - other securities	$149,279,107	$162,520,917	$173,285,624	$203,125,838	$225,851,195	$286,362,865	$140,644,477	$184,519,007
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0	$0	$0
Investments - other	$51,069,002	$34,626,782	$25,630,995	$29,073,697	$55,826,194	$38,930,135	$0	$0
Land, buildings, and equipment less accumulated depreciation	$24,696,504	$23,608,038	$22,366,328	$21,806,333	$22,298,296	$22,660,817	$22,303,724	$21,722,805
Other assets, including program-related investments	$2,423,675	$2,448,923	$2,596,652	$2,003,539	$1,911,530	$1,628,531	$1,894,323	$437,825
Total liabilities	$52,856,580	$51,523,747	$54,716,972	$51,671,125	$55,399,913	$57,455,186	$68,756,497	$65,651,555
Accounts payable and accrued expenses	$6,025,410	$5,208,373	$5,581,950	$5,371,595	$5,918,847	$3,229,941	$2,119,868	$1,111,368
Grants payable	$23,284,224	$23,596,364	$24,305,658	$24,066,165	$26,597,718	$31,965,623	$35,864,677	$38,218,488
Deferred revenue	$0	$0	$62,486	$93,740	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$15,223,891	$14,513,849	$16,429,000	$15,621,348	$15,026,662	$14,416,976	$13,782,290	$13,127,604
Mortgages and other notes payable	$320,557	$25,286	$0	$0	$0	$0	$5,200,000	$0
Other liabilities	$8,002,498	$8,179,875	$8,337,878	$6,518,277	$7,856,686	$7,842,646	$11,789,662	$13,194,095
Total liabilities and net assets/fund balances	$261,079,115	$267,619,584	$267,023,470	$293,719,324	$344,112,508	$388,555,122	$457,326,023	$464,450,510
Total net assets or fund balances	$208,222,535	$216,095,837	$212,306,498	$242,048,199	$288,712,595	$331,099,936	$388,569,526	$398,798,955

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$70,606,096	$74,191,140	$52,679,826	$71,053,230	$101,087,588	$106,245,980	$126,471,629	$128,812,616
Total revenue, gains, and other support per audited financial statements	$72,364,480	$70,168,597	$63,969,708	$95,926,499	$114,711,984	$120,935,306	$182,067,866	$117,098,823
Other expenses	$2,140,228	$-3,887,187	$11,289,882	$24,873,269	$13,624,396	$14,689,326	$54,228,836	$-11,249,312
Net unrealized gains on investments	$-2,010,117	$-6,922,308	$7,340,731	$17,209,935	$7,920,766	$9,755,171	$35,576,110	$-14,712,030
Donated services and use of facilities	$1,152,791	$5,730	$13,438	$32,844	$37,397	$37,729	$29,962	$32,898
Recoveries of prior year grants	$0	$0	$2,510	$0	$0	$1,000	$38,250	$0
Other	$2,997,554	$3,029,391	$3,933,203	$7,630,490	$5,666,233	$4,895,426	$18,584,514	$3,429,820
Other revenue	$381,844	$135,356	$0	$0	$0	$0	$-1,367,401	$464,481
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$464,481
Other	$381,844	$135,356	$0	$0	$0	$0	$-1,367,401	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$52,351,748	$59,395,530	$63,809,896	$58,521,464	$62,343,958	$73,614,966	$104,616,251	$101,393,431
Total expenses and losses per audited financial statements	$57,008,114	$62,862,435	$68,600,846	$66,325,614	$67,926,788	$80,385,162	$107,788,345	$105,403,424
Other revenue	$4,801,144	$3,600,196	$4,790,950	$7,804,150	$5,582,830	$6,770,196	$3,428,890	$1,996,749
Donated services and use of facilities	$1,152,791	$5,730	$13,438	$32,844	$37,397	$37,729	$29,962	$32,898
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$3,648,353	$3,594,466	$4,777,512	$7,771,306	$5,545,433	$6,732,467	$3,398,928	$1,963,851
Other expenses	$144,778	$133,291	$0	$0	$0	$0	$256,796	$-2,013,244
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$464,481
Other	$144,778	$133,291	$0	$0	$0	$0	$256,796	$-2,477,725

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
50	$123,402	$25,530	$2,704
50	$155,200	$20,221	$6,880
50	$408,413	$49,024	$8,040
50	$223,991	$30,596	$6,455
50	$195,458	$36,832	$6,146
50	$205,962	$46,406	$8,701
50	$180,336	$10,392	$1,036
50	$198,535	$32,191	$8,259

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	40
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Loans and Advances	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
$0	$24,049	$0	$0

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	Yes
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	114

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$235,416		$20,312,724	$496,139
Program service revenue
Program service revenue 1	000000	$0	00	$0	$776,964
Program service revenue 2	000000	$0	00	$0	$180,000
Program service revenue 3	Advertising and related services	$139,409	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$7,750
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	Other financial vehicles	$96,007	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$142,247	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$5,288,758	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	Income exempt from debt-financed (section 514) provisions because at least 85% of the use of the property is for the organization's exempt purposes (Note: This code is only for income from the 15% or less non-exempt purpose use.) (section 514(b)(1)(A))	$146,272	$-694,750
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$14,735,447	$0
Net income or (loss) from special events	000000	$0	00	$0	$174,253
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$51,922

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
043460734	70%	$315,792	$311,336,549
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$135,000	$18,587	$0
$138,720	$12,446	$0
$134,910	$12,271	$0
$131,192	$12,078	$0
$115,500	$11,183	$0

Total number of other employees paid over $50,000	48

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	Yes
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$580
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$256,016,053
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$56,229,828	$67,554,152	$70,243,405	$62,582,412	$78,238,005	$96,859,211	$96,742,527	$126,471,629
Gifts, grants, and contributions received	$45,347,758	$55,669,971	$62,278,170	$55,128,406	$69,279,853	$88,797,473	$87,794,818	$102,551,493
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$313,665	$273,510	$2,564,957
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$10,882,070	$11,884,181	$7,965,235	$7,454,006	$8,958,152	$7,748,073	$8,674,199	$21,355,179
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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