David George Jones Charitable Remainder Unitrust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 129,823 | 205,270 | −75,447 | 178.7 | 18% |
| 2021 | 234,344 | 187,345 | 46,999 | 198.8 | 22% |
| 2022 | 384,040 | 191,835 | 192,205 | 206.2 | 24% |
| 2023 | 364,893 | 191,769 | 173,124 | 215.5 | 23% |
| 2024 | 274,414 | 181,456 | 92,958 | 235.6 | 26% |
In its most recent public year (2024), this organization brought in $92,958 more than it spent. Its reserves stood at about 235.6 months of spending, up from 178.7 in 2020. Staff pay was 26% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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