Yearly Financial Summaries - as of 11-22-2024
(a few gifts from earlier years still need to be recorded online)
===> click on a column heading to sort the column; click on it again to reverse sort <==
| Year [Report] | Donors |
Gifts |
Gift Totals |
Investments* |
Fees** |
Fund Grants | Add-ons*** |
Yr-end Value |
Pct |
| 2024 | 37 |
38 |
$ 17596.00 |
$ 0.00 |
$ - |
$ 0.00 |
$ |
$ - |
|
| 2023 | 86 |
101 |
$ 21590.00 |
$ 37836.82 |
$ (3,701.65) |
$ 21000.00 |
$ |
$ - |
|
| 2022 | 111 |
126 |
$ 23817.00 |
$ -100527.13 |
$ (7,233.88) |
$ 21000.00 |
$ |
$ 475,155.36 |
-18.1% |
| 2021 | 92 |
113 |
$ 28059.00 |
$ 68566.53 |
$ (7,185.55) |
$ 20000.00 |
$ |
$ 580,099.37 |
13.6% |
| 2020 | 84 |
89 |
$ 34010.00 |
$ 49913.92 |
$ (6,225.73) |
$ 16000.00 |
$ |
$ 510,659.39 |
13.7% |
| 2019 | 75 |
80 |
$ 32448.40 |
$ 74545.02 |
$ (6,081.92) |
$ 15000.00 |
$ |
$ 448,961.20 |
23.7% |
| 2018 | 53 |
62 |
$ 25146.97 |
$ -28350.66 |
$ (4,311.76) |
$ 10000.00 |
$ |
$ 363,049.70 |
-4.6% |
| 2017 | 5 |
6 |
$ 207185.35 |
$ 37605.45 |
$ (2,242.81) |
$ 6000.00 |
$ |
$ 380,565.15 |
163.4% |
| 2016 | 6 |
6 |
$ 3254.38 |
$ 7286.67 |
$ (1,717.07) |
$ 5489.49 |
$ |
$ 144,485.16 |
2.4% |
| 2015 | 4 |
4 |
$ 554.00 |
$ -528.31 |
$ (1,625.07) |
$ 5121.00 |
$ 800.00 |
$ 141,150.67 |
-4.5% |
| 2014 | 0 |
0 |
$ 0.00 |
$ 8537.17 |
$ (1,513.41) |
$ 4775.00 |
$ 1,800.00 |
$ 147,871.05 |
1.5% |
| 2013 | 0 |
0 |
$ 0.00 |
$ 23915.86 |
$ (1,421.95) |
$ 4522.00 |
$ 1,300.00 |
$ 145,622.29 |
14.1% |
| 2012 | 0 |
0 |
$ 0.00 |
$ 15762.42 |
$ (1,363.75) |
$ 4384.00 |
$ 2,300.00 |
$ 127,650.38 |
8.5% |
| 2011 | 1 |
1 |
$ 500.00 |
$ -1096.19 |
$ (1,312.85) |
$ 4000.00 |
$ |
$ 117,635.71 |
-4.8% |
| 2010 | 2 |
2 |
$ 8200.00 |
$ 14888.46 |
$ (1,304.21) |
$ 4407.00 |
$ |
$ 123,544.75 |
16.4% |
| 2009 | 5 |
5 |
$ 15325.00 |
$ 19164.34 |
$ (1,382.78) |
$ 5000.00 |
$ 1,000.00 |
$ 106,167.50 |
36.8% |
| 2008 | 15 |
15 |
$ 900.00 |
$ -41159.89 |
$ (1,438.53) |
$ 5000.00 |
$ |
$ 77,625.94 |
-37.8% |
| 2007 | 37 |
38 |
$ 2375.00 |
$ 10938.31 |
$ (1,534.49) |
$ 10000.00 |
$ |
$ 124,759.36 |
1.4% |
| 2006 | 11 |
12 |
$ 40809.30 |
$ 12258.46 |
$ (807.93) |
$ 20000.00 |
$ |
$ 122,980.54 |
35.6% |
| 2005 | 26 |
26 |
$ 2965.00 |
$ 4725.19 |
$ (1,002.56) |
$ 20000.00 |
$ |
$ 90,720.71 |
-12.8% |
| 2004 | 10 |
11 |
$ 1865.00 |
$ 7675.37 |
$ (551.04) |
$ 4000.00 |
$ |
$ 104,033.08 |
5.0% |
| 2003 | 12 |
15 |
$ 2140.00 |
$ 15237.63 |
$ (1,185.18) |
$ 5000.00 |
$ |
$ 99,043.75 |
12.7% |
| 2002 | 13 |
14 |
$ 3715.00 |
$ -11639.16 |
$ (1,262.98) |
$ 5145.00 |
$ |
$ 87,851.30 |
-14.0% |
| 2001 | 44 |
47 |
$ 9500.00 |
$ -4624.52 |
$ (1,391.22) |
$ 5519.00 |
$ |
$ 102,183.44 |
-2.0% |
| 2000 | 23 |
27 |
$ 4390.00 |
$ -602.26 |
$ (910.51) |
$ 4921.00 |
$ |
$ 104,302.56 |
-1.9% |
| 1999 | 36 |
38 |
$ 4430.00 |
$ 9886.56 |
$ (498.97) |
$ 4248.00 |
$ |
$ 106,346.33 |
9.9% |
| 1998 | 42 |
44 |
$ 5340.00 |
$ 12666.77 |
$ (473.04) |
$ 4154.00 |
$ |
$ 96,776.74 |
16.0% |
| 1997 | 28 |
31 |
$ 5845.00 |
$ 14142.70 |
$ (477.76) |
$ 3900.00 |
$ |
$ 83,397.01 |
21.8% |
| 1996 | 40 |
43 |
$ 7765.00 |
$ 6889.95 |
$ (503.23) |
$ 3200.00 |
$ |
$ 68,472.09 |
14.9% |
| 1995 | 45 |
45 |
$ 4649.00 |
$ 10871.14 |
$ (438.92) |
$ 2600.00 |
$ |
$ 59,570.37 |
25.2% |
| 1994 | 32 |
34 |
$ 6296.00 |
$ 406.74 |
$ (365.67) |
$ 2400.00 |
$ |
$ 47,564.15 |
9.7% |
| 1993 | 56 |
71 |
$ 8540.00 |
$ 1557.19 |
$ (374.32) |
$ 2100.00 |
$ |
$ 43,367.08 |
19.9% |
| 1992 | 34 |
40 |
$ 7375.00 |
$ 1691.92 |
$ (362.30) |
$ 1600.00 |
$ |
$ 36,164.21 |
22.0% |
| 1991 | 39 |
45 |
$ 5920.00 |
$ 3727.79 |
$ - |
$ 700.00 |
$ |
$ 29,634.71 |
50.7% |
| 1990 | 35 |
40 |
$ 6010.00 |
$ 0.00 |
$ - |
$ 400.00 |
$ |
$ 19,661.92 |
46.9% |
| 1989 | 33 |
39 |
$ 7345.00 |
$ 0.00 |
$ - |
$ 201.00 |
$ |
$ 13,387.15 |
200.4% |
| 1988 | 25 |
27 |
$ 2965.00 |
$ 0.00 |
$ - |
$ 0.00 |
$ |
$ 4,455.97 |
71.4% |
| 1987 | 3 |
3 |
$ 2600.00 |
$ 0.00 |
$ - |
$ 0.00 |
$ |
$ 2,600.00 |
|
|
| TOTALS | 445 | 1338 | $561,450.40 | $282,170.26 | $ (62,203.04) | $251,786.49 | $7,200.00 | |
| |
| * Investments include the total of 'Investment Income' and 'Change in Market Value' on the Quarterly Summary Reports. |
| ** Fees include the total of 'Credit Card Fees', 'Foundation Fee' and 'Investment Managers Fee' on the Quarterly Summary Reports. |
| *** Additional donations were made by Kern Fund Advisory Board Members (2012-2015) or Friends of Kern, Inc. (2009) and added to the Grants amount at the time of distribution to complete pledge goals. |
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