Civic Intelligence

Laudholm Trust

990 • Fiscal year 2011 • EIN 01-0380763

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 30, 2011

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 100704090
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$4,645,025

No earlier filing loaded for comparison.

Net Assets

$4,616,098

No earlier filing loaded for comparison.

Liabilities

$28,927

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$635,601

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $4,645,025Liabilities 2011: $28,927Net Assets 2011: $4,616,0982011Assets 2012: $4,675,447Liabilities 2012: $16,172Net Assets 2012: $4,659,2752012Assets 2013: $5,239,755Liabilities 2013: $161,071Net Assets 2013: $5,078,6842013Assets 2014: $5,830,119Liabilities 2014: $156,331Net Assets 2014: $5,673,7882014Assets 2015: $6,149,066Liabilities 2015: $146,936Net Assets 2015: $6,002,1302015Assets 2016: $6,321,385Liabilities 2016: $171,969Net Assets 2016: $6,149,4162016Assets 2017: $6,863,203Liabilities 2017: $187,900Net Assets 2017: $6,675,3032017Assets 2018: $7,576,018Liabilities 2018: $137,806Net Assets 2018: $7,438,2122018Assets 2019: $8,640,811Liabilities 2019: $122,809Net Assets 2019: $8,518,0022019Assets 2020: $8,960,755Liabilities 2020: $103,747Net Assets 2020: $8,857,0082020Assets 2021: $11,093,947Liabilities 2021: $149,724Net Assets 2021: $10,944,2232021Assets 2022: $10,020,080Liabilities 2022: $173,436Net Assets 2022: $9,846,6442022Assets 2023: $11,057,109Liabilities 2023: $172,305Net Assets 2023: $10,884,8042023Assets 2024: $11,913,136Liabilities 2024: $131,683Net Assets 2024: $11,781,4532024

Highlighted filing

2011

Assets$4,645,025
Liabilities$28,927
Net Assets$4,616,098
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $635,6012011Expenses 2012: $558,2692012Revenue 2013: $649,647Expenses 2013: $589,591Net Income 2013: $60,0562013Revenue 2014: $627,396Expenses 2014: $585,369Net Income 2014: $42,0272014Revenue 2015: $852,972Expenses 2015: $688,586Net Income 2015: $164,3862015Revenue 2016: $732,298Expenses 2016: $607,334Net Income 2016: $124,9642016Revenue 2017: $799,896Expenses 2017: $685,443Net Income 2017: $114,4532017Revenue 2018: $995,113Expenses 2018: $694,999Net Income 2018: $300,1142018Revenue 2019: $849,679Expenses 2019: $678,988Net Income 2019: $170,6912019Revenue 2020: $882,063Expenses 2020: $805,775Net Income 2020: $76,2882020Revenue 2021: $1,024,210Expenses 2021: $773,708Net Income 2021: $250,5022021Revenue 2022: $791,469Expenses 2022: $861,838Net Income 2022: -$70,3692022Revenue 2023: $954,746Expenses 2023: $1,042,242Net Income 2023: -$87,4962023Revenue 2024: $872,511Expenses 2024: $1,057,387Net Income 2024: -$184,8762024

Highlighted filing

2011

Revenue-
Expenses$635,601
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 30, 2011
Return Version
2010v3.4
Gross Receipts
$740,094
Mission and Program Overview

Mission

Laudholm trust is dedicated to advancing the coastal research, education, and stewardship programs of the wells reserve and to preserving its historic buildings. Laudholm strives to extend its unique legacy by galvanizing community support and inspiring actions that protect maine's coastal environment.

Filing and Contact Details

Filer

EIN
01-0380763
Raw XML AppendixShowing 400 of 546 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview01
IRS990/AccountsPayableAccruedExpenses/BOY01833
IRS990/AccountsPayableAccruedExpenses/EOY05233
IRS990/AccountsReceivable/EOY0136
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 1007
IRS990/AddressPrincipalOfficerUS/City0WELLS
IRS990/AddressPrincipalOfficerUS/State0ME
IRS990/AddressPrincipalOfficerUS/ZIPCode004090
IRS990/AllOtherContributions0374404
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0630679
IRS990/CashNonInterestBearing/EOY0480271
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral0190667
IRS990/CompCurrentOfficersDirectors/Total0190667
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0446628
IRS990/ContributionsGrantsPriorYear0367660
IRS990/CostOfGoodsSold04396
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions01
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ManagementAndGeneral0445
IRS990/DepreciationDepletion/Total0445
IRS990/DescribedIn501C301
IRS990/Description0THE TRUST OPERATES TO SUPPORT ESTUARINE ECOSYSTEMS, PRIMARILY THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE AND THE HISTORIC SITE OF LAUDHOLM FARM. THIS IS DONE THROUGH ACQUISITION, PRESERVATION, RESEARCH, EDUCATION AND OTHER ACTIVITIES RELATED TO ESTUARINE ECOSYSTEMS AND LAUDHOLM FARM. PROGRAM SERVICES ARE CONTRIBUTIONS CONSISTING OF CASH PAYMENTS MADE TO OR ON BEHALF OF THE WELLS NATIONAL RESERVE.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/ExcessBenefitTransaction00
IRS990/Expense0346899
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral010715
IRS990/FeesForServicesAccounting/Total010715
IRS990/FeesForServicesOther/ManagementAndGeneral016370
IRS990/FeesForServicesOther/Total016370
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek12.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek22.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek32.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek42.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek52.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek62.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek72.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek82.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek92.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek102.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek112.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek122.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1335.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/NamePerson0TIM DIETZ
IRS990/Form990PartVIISectionA/NamePerson1KELLI GARDNER
IRS990/Form990PartVIISectionA/NamePerson2BRUCE READ
IRS990/Form990PartVIISectionA/NamePerson3JENNIFER L ARPS
IRS990/Form990PartVIISectionA/NamePerson4LESLIE ROBERTS
IRS990/Form990PartVIISectionA/NamePerson5DANA DAKERS
IRS990/Form990PartVIISectionA/NamePerson6DENNIS BYRD
IRS990/Form990PartVIISectionA/NamePerson7CYNTHIA DALEY
IRS990/Form990PartVIISectionA/NamePerson8CHARLIE GAYLORD
IRS990/Form990PartVIISectionA/NamePerson9AMY SEIF HATTAN
IRS990/Form990PartVIISectionA/NamePerson10GEROGE J LAMBERT
IRS990/Form990PartVIISectionA/NamePerson11HANS WARNER
IRS990/Form990PartVIISectionA/NamePerson12BILL WEBB
IRS990/Form990PartVIISectionA/NamePerson13DIANA JOYNER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation135330
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1382000
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1CLERK
IRS990/Form990PartVIISectionA/Title2VICE CHAIRMAN
IRS990/Form990PartVIISectionA/Title3CO-SECRETARY
IRS990/Form990PartVIISectionA/Title4CO-SECRETARY
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TREASURER
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8TRUSTEE
IRS990/Form990PartVIISectionA/Title9TRUSTEE
IRS990/Form990PartVIISectionA/Title10TRUSTEE
IRS990/Form990PartVIISectionA/Title11TRUSTEE
IRS990/Form990PartVIISectionA/Title12TRUSTEE
IRS990/Form990PartVIISectionA/Title13PRESIDENT
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities01
IRS990/FundraisingDirectExpenses052955
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/Grants0346899
IRS990/GrantsAndSimilarAmntsCY0346899
IRS990/GrantsAndSimilarAmntsPriorYear0259701
IRS990/GrantsToDomesticOrgs/ProgramServices0346899
IRS990/GrantsToDomesticOrgs/Total0346899
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossIncomeFundraisingEvents0213762
IRS990/GrossReceipts0740094
IRS990/GrossSalesOfInventory06497
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/Insurance/ManagementAndGeneral03577
IRS990/Insurance/Total03577
IRS990/InventoriesForSaleOrUse/BOY06013
IRS990/InventoriesForSaleOrUse/EOY05584
IRS990/InvestmentIncomeCurrentYear073207
IRS990/InvestmentIncome/ExclusionAmount073207
IRS990/InvestmentIncomePriorYear066595
IRS990/InvestmentIncome/TotalRevenueColumn073207
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY02284788
IRS990/InvestmentsPubTradedSecurities/EOY02905273
IRS990/LandBldgEquipmentAccumDeprec019214
IRS990/LandBuildingsEquipmentBasis0169273
IRS990/LandBuildingsEquipmentBasisNet/BOY0150504
IRS990/LandBuildingsEquipmentBasisNet/EOY0150059
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembershipDues072224
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0DIANA JOYNER
IRS990/NbrIndependentVotingMembers013
IRS990/NbrVotingGoverningBodyMembers013
IRS990/NbrVotingMembersGoverningBody013
IRS990/NetAssetsOrFundBalancesBOY03936314
IRS990/NetAssetsOrFundBalancesEOY04616098
IRS990/NetIncomeFromFundraisingEvents/ExclusionAmount0160807
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn0160807
IRS990/NetIncomeOrLoss/ExclusionAmount02101
IRS990/NetIncomeOrLoss/TotalRevenueColumn02101
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions0124883
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109607
IRS990/NumberIndependentVotingMembers013
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees05
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral0108
IRS990/Occupancy/Total0108
IRS990/OfficeExpenses/ManagementAndGeneral09087
IRS990/OfficeExpenses/Total09087
IRS990/OfficerEntityWithBsnssRltnshp01
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0819259
IRS990/OtherAssetsTotal/EOY0956002
IRS990/OtherEmployeeBenefits/ManagementAndGeneral030562
IRS990/OtherEmployeeBenefits/Total030562
IRS990/OtherExpensePriorYear044785
IRS990/OtherExpensesCurrentYear043289
IRS990/OtherExpenses/Description0STEWARDSHIP/CULTIVATION
IRS990/OtherExpenses/Description1BOARD AND MEMBERSHIP EX
IRS990/OtherExpenses/ManagementAndGeneral02328
IRS990/OtherExpenses/ManagementAndGeneral1592
IRS990/OtherExpenses/Total02328
IRS990/OtherExpenses/Total1592
IRS990/OtherLiabilities/BOY031919
IRS990/OtherLiabilities/EOY023694
IRS990/OtherRevenueCurrentYear0162908
IRS990/OtherRevenuePriorYear0102301
IRS990/OtherWebsite0X
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral013720
IRS990/PayrollTaxes/Total013720
IRS990/PensionPlanContributions/ManagementAndGeneral010464
IRS990/PensionPlanContributions/Total010464
IRS990/PermanentlyRestrictedNetAssets/BOY01704920
IRS990/PermanentlyRestrictedNetAssets/EOY01917239
IRS990/PledgesAndGrantsReceivable/BOY056200
IRS990/PledgesAndGrantsReceivable/EOY01500
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions01
IRS990/QuidProQuoDisclosure01
IRS990/ReconcilationOtherChanges0632642
IRS990/ReconcilationRevenueExpenses047142
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY047142
IRS990/RevenuesLessExpensesPriorYear0679
IRS990/SalariesEtcCurrentYear0245413
IRS990/SalariesEtcPriorYear0231391
IRS990/SavingsAndTempCashInvestments/BOY022623
IRS990/SavingsAndTempCashInvestments/EOY0146200
IRS990ScheduleA/AmountsSubstContributorsTotal0381687
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0446628
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0367660
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0373874
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0813488
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0565165
IRS990ScheduleA/GiftsGrantsContribReceived170/Total02566815
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear073207
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year066595
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years072541
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years092925
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years093464
IRS990ScheduleA/GrossInvestmentIncome170/Total0398732
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc037241
IRS990ScheduleA/OtherIncome170/CurrentTaxYear0213762
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year0151061
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years0140381
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years018291
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years0180321
IRS990ScheduleA/OtherIncome170/Total0703816
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.59550
IRS990ScheduleA/PublicSupportPertcentPriorYear00.54670
IRS990ScheduleA/PublicSupportTotal17002185128
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0446628
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0367660
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0373874
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0813488
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0565165
IRS990ScheduleA/Total170/Total02566815
IRS990ScheduleA/TotalSupport03669363
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.36000
IRS990ScheduleD/Buildings/BookValue02109
IRS990ScheduleD/Buildings/Depreciation019214
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis021323
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance02540951
IRS990ScheduleD/CurrentYear/Contributions093733
IRS990ScheduleD/CurrentYear/EndOfYearBalance02980999
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0379173
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses03011
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance02368388
IRS990ScheduleD/CurrentYearMinus1Year/Contributions048373
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance02540951
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0155239
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures028038
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance02625676
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0196464
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance02368388
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0-453752
IRS990ScheduleD/CurrentYear/OtherExpenditures032858
IRS990ScheduleD/DonatedServicesUseOfFacilities020486
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities020486
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear047142
IRS990ScheduleD/ExcessOrDeficitPerFS0679784
IRS990ScheduleD/ExpensesNotRptdF990020486
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0-57351
IRS990ScheduleD/ExpensesSubtotal0692952
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE OF SUPPORTING THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE. THE INCOME FROM PERMANENTLY RESTRICTED ENDOWMENTS IS USED IN SUPPORT OF EDUCATIONAL AND RESERCH PROGRAMS, AS INTENDED BY DONOR.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1GAINS (LOSSES) ON CHARITABLE TRUSTS 136,743. NET UNREALIZED GAINS ON INVESTMENTS 497,345. CHANGE IN ANNUITY OBLIGATION -1,446.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2GAIN ON CHARITABLE TRUST 136,746. CHANGE CHARITABLE TRUST VALUE -1,449.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3DIRECT FUNDRAISING EXPENSES INCLUDED ON PART VIII LINE 8B -52,955. COST OF GOODS SOLD INCLUDED ON PART VIII LINE 10B -4,396.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4DIRECT FUNDRAISING EXPENSES INCLUDED ON PART VIII LINE 8B -52,955. COST OF GOODS SOLD INCLUDED ON PART VIII LINE 10B -4,396.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Land/BookValue0147950
IRS990ScheduleD/Land/OtherCostOrOtherBasis0147950
IRS990ScheduleD/NetUnrealizedGainsInvestments0497345
IRS990ScheduleD/OtherAmount0632642
IRS990ScheduleD/OtherAssets/BookValue0956002
IRS990ScheduleD/OtherAssets/Description0BENEFICIAL INTEREST IN CHARITABLE TRUSTS
IRS990ScheduleD/OtherExpensesNotIncluded0-57351
IRS990ScheduleD/OtherLiabilities/Amount023694
IRS990ScheduleD/OtherLiabilities/Description0PRESENT VALUE OF FUTURE ANNUITY PAYMENTS
IRS990ScheduleD/OtherRevenues0135297
IRS990ScheduleD/OtherRevenuesNotIncluded0-57351
IRS990ScheduleD/PermanentEndowmentEOYBalance00.64000
IRS990ScheduleD/RevenueNotRptdF9900653128
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-57351
IRS990ScheduleD/RevenueSubtotal0740094
IRS990ScheduleD/TotalAdjustments0632642
IRS990ScheduleD/TotalBookValueOtherAssets0956002
IRS990ScheduleD/TotalExpenses0635601
IRS990ScheduleD/TotalExpensesPerForm9900635601
IRS990ScheduleD/TotalOfAmounts023694
IRS990ScheduleD/TotalOfBookValueLandBuildings0150059
IRS990ScheduleD/TotalRevenue0682743
IRS990ScheduleD/TotalRevenuePerForm9900682743
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0713438
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01393222
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents052955
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1086024
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2072268
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents055470
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0213762
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1086024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,645,025
Liabilities
$28,927
Net assets
$4,616,098
Revenue
-
Expenses
$635,601
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.13$11.8$0.87$1.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.17$10.9$0.95$1.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.17$9.85$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.15$10.9$1.02$0.77$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.10$8.86$0.88$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.64$0.12$8.52$0.85$0.68$0.17
2018Summary only. Only limited summary data is available for this year.$7.58$0.14$7.44$1.00$0.69$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.19$6.68$0.80$0.69$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.17$6.15$0.73$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.15$6.00$0.85$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.16$5.67$0.63$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.16$5.08$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.02$4.66$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.03$4.62$0.64