Geneva Historical Society Rose Hill Endowment Fund

Analysis

Geneva Historical Society Rose Hill Endowment Fund is a registered charity in United States, based in Pennington, NJ. It received its IRS tax-exemption ruling in July 1980, 46 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Geneva Historical Society Rose Hill Endowment Fund reported income of $248k and spending of $194k, leaving 22% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income fell from $263k to $248k (-5.4%), an average of -1.4% a year. The sharpest change came in the year to December 2021, when income rose by 119%. Over the whole period it spent 80% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Geneva Historical Society Rose Hill Endowment Fund sits at the 64th percentile: it is larger than about 64% of them. Against every charity in United States with reported income it ranks in the 58th percentile, and in the 65th percentile within NJ. Charities of a similar size with the same main cause include Rohingya Youth Association of Portland ($248k), Mount Mansfield Community Television Inc ($249k) and Wichita County Heritage Society Inc ($248k).

Compensation of current officers, directors and key employees was $25k (13% of expenses). At year end it held assets of $5.3m against liabilities of $0, net assets of $5.3m.