Civic Intelligence

Surf Point Foundation Trust Agree 04 07 88

990PF • Fiscal year 2012 • EIN 01-6084742

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 02, 2013

Rm Davis Inc 24 City Center04101
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$43

Flat from 2012

Net Assets

$43

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,369

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $87Liabilities 2011: $02011Assets 2012: $43Liabilities 2012: $0Net Assets 2012: $432012Assets 2012: $43Liabilities 2012: $12012Assets 2013: $43Liabilities 2013: $0Net Assets 2013: $432013Assets 2014: $343Liabilities 2014: $0Net Assets 2014: $3432014Assets 2015: $429Liabilities 2015: $0Net Assets 2015: $4292015Assets 2016: $7Liabilities 2016: $0Net Assets 2016: $72016Assets 2019: $13,641,809Liabilities 2019: $02019Assets 2020: $14,438,995Liabilities 2020: $27,577Net Assets 2020: $14,411,4182020Assets 2021: $3,370,059Liabilities 2021: $0Net Assets 2021: $3,370,0592021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$43
Liabilities$0
Net Assets$43

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2011: $2,715Expenses 2011: $2,867Net Income 2011: -$1522011Expenses 2012: $1,3692012Revenue 2012: $1,325Expenses 2012: $1,369Net Income 2012: -$442012Revenue 2013: $4,225Expenses 2013: $4,225Net Income 2013: $02013Revenue 2014: $5,744Expenses 2014: $5,444Net Income 2014: $3002014Revenue 2015: $2,882Expenses 2015: $2,796Net Income 2015: $862015Revenue 2016: $3,335Expenses 2016: $3,757Net Income 2016: -$4222016Revenue 2019: $2,384,916Expenses 2019: $613,378Net Income 2019: $1,771,5382019Revenue 2020: $423,223Expenses 2020: $569,780Net Income 2020: -$146,5572020Revenue 2021: -$4,038Expenses 2021: $11,218,309Net Income 2021: -$11,222,3472021Revenue 2022: $4,160Expenses 2022: $3,374,219Net Income 2022: -$3,370,0592022

Highlighted filing

2012

Revenue-
Expenses$1,369
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 2, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINE J WATSONChairmanPT$0--
LISA FISHMANInstitutional Trustee-$0--
CHRISTINA OLSENInstitutional Trustee-$0--
MARC GOTLIEBInstitutional Trustee-$0--
MEG HICKEYInstitutional Trustee-$0--
G WILLIAM ALLENFinancial Trustee-$0--
ROBERT INDIANAArt Trustee-$0--
MARY ELIZABETH TAYLORFamily Trustee-$0--
DEBORAH FROST TAYLORFamily Trustee-$0--
DAVID L LINNEYFamily Trustee-$0--
REBECCA L LINNEYFamily Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWELLESLEY COLLEGEDAVIS MUSEUM & CULTURAL CENTERPUBLICWELLESLEY, MA, US$1,000
Filing and Contact Details

Filer

EIN
01-6084742
Raw XML Appendix368 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHARINE J WATSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LISA FISHMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHRISTINA OLSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MARC GOTLIEB
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MEG HICKEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5G WILLIAM ALLEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6ROBERT INDIANA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7MARY ELIZABETH TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8DEBORAH FROST TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9DAVID L LINNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10REBECCA L LINNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1INSTITUTIONAL TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2INSTITUTIONAL TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3INSTITUTIONAL TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4INSTITUTIONAL TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6ART TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7FAMILY TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title8FAMILY TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title9FAMILY TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title10FAMILY TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010 BOODY STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11WELLESLEY COLLEGE 106 CENTRAL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12WILLIAMS COLLEGE MUSEUM OF ART 15
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13WILLIAMS COLLEGE GRADUATE PROGRAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14MASS COLLEGE OF ART 621 HUNTINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15RM DAVIS 24 CITY CENTER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21LAWRENCE HALL DRIVE SUITE 2
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RM DAVIS INC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02077740022
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1024 CITY CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0ME
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0DAVIS MUSEUM & CULTURAL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WELLESLEY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10106 CENTRAL STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WELLESLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002482
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IRS990PF/UndistributedIncome/AppliedToCurrentYear03
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307991
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402812
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504500
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016800
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0997
IRS990PF/UndistributedIncome/ExcessFromYear102500
IRS990PF/UndistributedIncome/ExcessFromYear202500
IRS990PF/UndistributedIncome/ExcessFromYear307991
IRS990PF/UndistributedIncome/ExcessFromYear402812
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IRS990PF/UndistributedIncome/QualifyingDistributions01000
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0100
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount044
TaxesSchedule/Taxes/Category0EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0016084742
ReturnHeader/Filer/Name/BusinessNameLine10SURF POINT FOUNDATION
ReturnHeader/Filer/NameControl0SURF
ReturnHeader/Filer/Phone02077740022
ReturnHeader/Filer/USAddress/AddressLine10RM DAVIS INC 24 CITY CENTER
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004101
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-02
ReturnHeader/Officer/Name0BEVERLY HALLAM
ReturnHeader/Officer/Phone02077740022
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-02
ReturnHeader/PreparerFirm/EIN0010459941
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAWSON SMITH PURVIS & BASSETT PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1015 CASCO STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PORTLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0ME
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0041012902
ReturnHeader/Preparer/Name0RICHARD B DAWSON
ReturnHeader/Preparer/Phone02078740355
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-10T15:05:43-05:00

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