Civic Intelligence

Laudholm Trust

990 • Fiscal year 2015 • EIN 01-0380763

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 23, 2016

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 1007Wells, ME 04090

(207) 646-4521

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.17x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$108,657

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

36%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$6,149,066

Up $318,947 (+5.5%) from 2014

Net Assets

Up

$6,002,130

Up $328,342 (+5.8%) from 2014

Liabilities

Down

$146,936

Down $9,395 (-6.0%) from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin78th percentile

Revenue

Up

$852,972

Up $225,576 (+36%) from 2014

Expenses

Up

$688,586

Up $103,217 (+18%) from 2014

Net Income

Up

$164,386

Up $122,359 (+291%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2015

Assets$6,149,066
Liabilities$146,936
Net Assets$6,002,130
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

2015

Revenue$852,972
Expenses$688,586
Net Income$164,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 23, 2016
Return Version
2014v6.0
Gross Receipts
$1,163,244
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.

Laudholm trust is dedicated to advancing 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,158,962$4,514,881▲ $355,919
Cash and Non-Interest-Bearing Accounts$360,094$372,011▲ $11,917
Land, Buildings, and Equipment, Net$101,642$101,017▼ $625
Savings and Temporary Cash Investments$138,654$93,830▼ $44,824
Accounts Receivable$4,762$16,936▲ $12,174
Pledges and Grants Receivable-$10,000-
Inventories for Sale or Use$4,025$4,601▲ $576
Total Assets$5,830,119$6,149,066▲ $318,947
Other Assets Total$1,061,980$1,035,790▼ $26,190
Liabilities
Deferred Revenue$153,177$143,905▼ $9,272
Accounts Payable and Accrued Expenses$659$3,031▲ $2,372
Other Liabilities$2,495$0▼ $2,495
Total Liabilities$156,331$146,936▼ $9,395
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,243,719$3,327,755▲ $84,036
Unrestricted Net Assets$1,761,700$1,918,627▲ $156,927
Temporarily Rstr Net Assets$668,369$755,748▲ $87,379
Total Net Assets Fund Balance$5,673,788$6,002,130▲ $328,342
Total Liabilities and Net Assets / Fund Balance$5,830,119$6,149,066▲ $318,947

Asset Categories

AssetBook ValueDepreciationBasis
Land$97,950-$97,950
Equipment$3,067$10,623$13,690
Other Assets Org$1,035,790--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,825,639$175,078▲ $180,098$44,591$5,136,224
2014$4,467,613$16,628▲ $376,876$35,478$4,825,639
2013$4,216,240$48,301▲ $234,091$31,019$4,467,613
2012$2,980,999$1,212,467▲ $57,055$34,281$4,216,240
2011$2,540,951$93,733▲ $379,173$32,858$2,980,999
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nik CharovPresidentFT$88,000$20,657$108,657

Board Members and Trustees

NameTitle
Bruce ReadChairman
Kelli GardnerVice-chair
Charlie GaylordTrustee
David JohnsonTrustee
Erika ZollettTrustee
George LambertTrustee
Jessica JoyceTrustee
Joanne ConradTrustee
Kim VieiraTrustee
Mark MuellerTrustee
Scott VogelTrustee
Susan BensonTrustee
Jennifer ArpsSecretary
Betsy SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$416,208
Program Service Revenue
$0
Investment Income
$225,504
Other Revenue
$211,260
All Other Contributions
$345,034
Change in Net Assets
$164,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$354,043
Salaries, Compensation, and Employee Benefits$271,747
Other Expenses$62,796
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$354,043--$354,043
Current Officers, Directors, Trustees, and Key Employees-$203,096-$203,096
Other Employee Benefits-$42,580-$42,580
Fees for Service Investment Mgmnt Fees-$18,872-$18,872
Payroll Taxes-$14,081-$14,081
Pension Plan Contributions-$11,990-$11,990
Fees for Services Accounting-$11,765-$11,765
Fees for Services Other-$10,013-$10,013
Office Expenses-$9,071-$9,071
Insurance-$6,263-$6,263
Other Expenses-$1,591-$1,591
Depreciation Depletion-$625-$625
Occupancy-$585-$585
Travel-$65-$65
Total Functional Expenses$354,043$334,543$0$688,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wells National Estuarine Research ReserveWells, ME170(c)(1)GRANTS ARE MADE TO SUPPORT THE OPERATIONAL AND CAPITAL IMPROVEMENTS OF THE RESERVE, WHICH DIRECTLY RELATES TO THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE.$354,043
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$259,628
Fundraising Direct Expenses$49,563
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wedding Site Rental$113,600$113,600$7,987$105,613
Craft Festival$100,951$100,951$25,300$75,651
Total Events$259,628$259,628$49,563$210,065
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nik Charov PresidentCHAIR OF THE WELLS NAT'L ESTUARINE RESEARCH RESERVE MGMT AUTHORITYTHE ORGANIZATION PROVIDED $354,043 IN ASSISTANCE TO THE WELLS RESERVE, CONSISTENT WITH THE ORGANIZATIONS PRIMARY TAX EXEMPT PURPOSE.No$354,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization consists of members who must pay annual dues fixed by the board of trustees.”

Form 990, Part VI, Section A, Line 7A

“The members elect the trustees and the trustees elect the officers of the board.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the president, the treasurer, and the board of trustees before being filed. They are also available online at wellsreserve.org and are emailed to members.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the policy by monitoring the board and employees”

Form 990, Part VI, Section B, Line 15

“A yearly review of the maine association of non-profit salary and benefits survey is utilized to determine compensation.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available at the office of laudholm trust upon request. They are also available at the annual meeting and sent to members annually”

Filing and Contact Details

Filer

Filer Name
Laudholm Trust
EIN
01-0380763
Phone
2076464521
Address
PO BOX 1007, WELLS, ME 04090

Signing Officer

Name
Nik Charov
Title
President
Phone
2076464521
Signed
2016-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nik Charov
Formed
1991
Legal Domicile
Me
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
500

Preparer

Firm
Cummings Lamont & Mcnamee Pa
Address
ONE NEW HAMPSHIRE AVENUE SUITE 230, PORTSMOUTH, NH 03801
Preparer
Derrick Emery CPA
Phone
6034306200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gains (losses) on charitable trusts -26,190. Change in annuity obligation -5,279.”

Financial Statement Notes

PART V, LINE 4:

“Endowment 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 research programs, as intended by donor.”

PART X, LINE 2:

“The federal tax return of the trust is subject to examination, generally for three years after it was filed. The trust does not believe that there are any uncertain tax positions taken in preparation of the tax return that would impact these financial statements.”

Raw XML AppendixShowing 400 of 526 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.

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IRS990/ActivityOrMissionDesc0LAUDHOLM TRUST IS DEDICATED TO ADVANCING 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.
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IRS990/Desc0THE 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, AS WELL AS DONATED STAFF TIME AND VOLUNTEER TIME.
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt049563
IRS990/FundraisingGrossIncomeAmt0259628
IRS990/GainOrLossGrp/SecuritiesAmt0143598
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0354043
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0354043
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0354043
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0399489
IRS990/GrossReceiptsAmt01163244
IRS990/GrossSalesOfInventoryAmt06013
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06263
IRS990/InsuranceGrp/TotalAmt06263
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04025
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04601
IRS990/InvestmentIncomeGrp/ExclusionAmt081906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081906
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04158962
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04514881
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010623
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0101642
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0101017
IRS990/LandBldgEquipCostOrOtherBssAmt0111640
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0255891
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt071174
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE PAGE 1, PART I, LINE 1.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05673788
IRS990/NetAssetsOrFundBalancesEOYAmt06002130
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0143598
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0143598
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0210065
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0210065
IRS990/NetIncomeOrLossGrp/ExclusionAmt01195
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01195
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0195425
IRS990/NoncashContributionsAmt013924
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0585
IRS990/OccupancyGrp/TotalAmt0585
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09071
IRS990/OfficeExpensesGrp/TotalAmt09071
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01061980
IRS990/OtherAssetsTotalGrp/EOYAmt01035790
IRS990/OtherChangesInNetAssetsAmt0-31469
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042580
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042580
IRS990/OtherExpensesGrp/Desc0BOARD AND MEMBERSHIP EX
IRS990/OtherExpensesGrp/Desc1STEWARDSHIP/CULTIVATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11591
IRS990/OtherExpensesGrp/TotalAmt03946
IRS990/OtherExpensesGrp/TotalAmt11591
IRS990/OtherLiabilitiesGrp/BOYAmt02495
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014081
IRS990/PayrollTaxesGrp/TotalAmt014081
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011990
IRS990/PensionPlanContributionsGrp/TotalAmt011990
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03243719
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03327755
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NIK CHAROV
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0261129
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0258821
IRS990/PYInvestmentIncomeAmt0178327
IRS990/PYOtherExpensesAmt068023
IRS990/PYOtherRevenueAmt0187940
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt042027
IRS990/PYSalariesCompEmpBnftPaidAmt0258525
IRS990/PYTotalExpensesAmt0585369
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0627396
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0164386
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138654
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0416208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0261129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0378374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0251262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0446628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01753601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt085112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt073207
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0398349
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt030284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0259628
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0227528
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0190155
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0188382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0213762
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01079455
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54270
IRS990ScheduleA/PublicSupportPY170Pct00.55740
IRS990ScheduleA/PublicSupportTotal170Amt01753601
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0416208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0261129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0378374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0446628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01753601
IRS990ScheduleA/TotalSupportAmt03231405
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04825639
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0175078
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05136224
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0180098
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt044591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04467613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016628
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04825639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0376876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035478
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04216240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt048301
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04467613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0234091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt031019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02980999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01212467
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04216240
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057055
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt034281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02540951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt093733
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02980999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0379173
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt032858
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03067
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010623
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013690
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt097950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt097950
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01035790
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE TRUSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT 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 RESEARCH PROGRAMS, AS INTENDED BY DONOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL TAX RETURN OF THE TRUST IS SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER IT WAS FILED. THE TRUST DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS TAKEN IN PREPARATION OF THE TAX RETURN THAT WOULD IMPACT THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0101017
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01035790
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049563
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAFT FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WEDDING SITE RENTAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0100951
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0113600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0259628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0100951

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,149,066
Liabilities
$146,936
Net assets
$6,002,130
Revenue
$852,972
Expenses
$688,586
Net income
$164,386
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