Civic Intelligence

Schley Family Foundation - 2000

990PF • Fiscal year 2012 • EIN 04-3532342

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
Atlantic Trust Co 100 Federal St Ro02110
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

85th percentile

$619

Higher top officer pay than 85% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

8th percentile

-47%

Faster asset growth than 8% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$102,045

Down $88,805 (-47%) from 2011

Net Assets

$102,045

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$106,110

Up $88,047 (+487%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$300K$200K$100K$0Assets 2011: $190,850Liabilities 2011: $02011Assets 2012: $102,045Liabilities 2012: $0Net Assets 2012: $102,0452012Assets 2013: $50,480Liabilities 2013: $0Net Assets 2013: $50,4802013Assets 2014: $33,521Liabilities 2014: $0Net Assets 2014: $33,5212014Assets 2015: $15,176Liabilities 2015: $0Net Assets 2015: $15,1762015Assets 2016: $2,646Liabilities 2016: $0Net Assets 2016: $2,6462016Assets 2017: $2,599Liabilities 2017: $0Net Assets 2017: $2,5992017Assets 2018: $1,608Liabilities 2018: $0Net Assets 2018: $1,6082018Assets 2019: $91Liabilities 2019: $0Net Assets 2019: $912019Assets 2020: $155Liabilities 2020: $0Net Assets 2020: $1552020Assets 2021: $265,018Liabilities 2021: $0Net Assets 2021: $265,0182021Assets 2022: $250,669Liabilities 2022: $0Net Assets 2022: $250,6692022Assets 2023: $196,507Liabilities 2023: $0Net Assets 2023: $196,5072023Assets 2024: $188,541Liabilities 2024: $0Net Assets 2024: $188,5412024

Highlighted filing

2012

Assets$102,045
Liabilities$0
Net Assets$102,045
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2011: $23,251Expenses 2011: $18,063Net Income 2011: $5,1882011Expenses 2012: $106,1102012Revenue 2013: $25,586Expenses 2013: $77,151Net Income 2013: -$51,5652013Revenue 2014: $25Expenses 2014: $16,984Net Income 2014: -$16,9592014Revenue 2015: $75Expenses 2015: $18,420Net Income 2015: -$18,3452015Revenue 2016: $45Expenses 2016: $12,575Net Income 2016: -$12,5302016Revenue 2017: $20Expenses 2017: $67Net Income 2017: -$472017Revenue 2018: $36Expenses 2018: $1,027Net Income 2018: -$9912018Revenue 2019: $22Expenses 2019: $1,539Net Income 2019: -$1,5172019Revenue 2020: $99Expenses 2020: $35Net Income 2020: $642020Revenue 2021: $279,115Expenses 2021: $14,252Net Income 2021: $264,8632021Revenue 2022: $3,487Expenses 2022: $17,836Net Income 2022: -$14,3492022Revenue 2023: -$6,168Expenses 2023: $47,994Net Income 2023: -$54,1622023Revenue 2024: $10,429Expenses 2024: $18,395Net Income 2024: -$7,9662024

Highlighted filing

2012

Revenue-
Expenses$106,110
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Atlantic Trust co Jeff ThomasTrustee-$619-$619
Daniel V BakinowskiTrustee-$0--
Daniel M SchleyTrustee-$0--
Heidi J SchleyTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MONTANA FOUNDATIONArne J. Jacobsen Scholarship Endowment509a1MISSOULA, MT, US$50,000
Paid GrantWELLESLEY COLLEGEWellesley College Womens Crew Program509a1WELLESLEY, MA, US$50,000
Paid GrantBELMONT HILL SCHOOL INCGeneral Unrestricted509a1BELMONT, MA, US$1,000
Paid GrantBRACKETT FOUNDATIONGeneral Unrestricted509a1HAMILTON, NY, US$500
Paid GrantUNITED STATES FUND FOR UNICEFGeneral Unrestricted509a1NEW YORK, NY, US$500
Filing and Contact Details

Filer

EIN
04-3532342
Raw XML Appendix329 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice088722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Publicly-traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet015244
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue031945
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16733
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25606
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35287
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue415851
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue54955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue65587
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue78220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV039058
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV26303
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV86251
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03432 shares of ATLANTIC WHITEHALL EQUITY INCOME FUND INSTI CLASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1500 shares of DREYFUS PREMIER EMERGING MARKETS DEBT LOCAL CURREN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2387 shares of EPOCH GLOBAL EQUITY SHAREHOLDER YIELD FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3299 shares of JPMORGAN MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4901 shares of LAZARD EMERGING MARKETS EQUITY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5654 shares of MANAGERS AMG FDS TSQ MC GRW INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6529 shares of NEUBERGER BERMAN EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7990 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8696 shares of RIDGEWORTH FDS SEIX FLOATING RATE HIGH INCOME FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-88805
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03035
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04110
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0163661
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis073478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Publicly-traded Securities
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss015244
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice088722
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-88805
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0102045
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0190850
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0102045
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted07535
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj07535
IRS990PF/DistributableAmount/DistributableAmountBeforeDed07535
IRS990PF/DistributableAmount/MinimumInvestmentReturn07702
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0167
IRS990PF/DistributableAmount/TotalTax0167
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment011
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0156
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0167
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0119709
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0156390
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019413
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0136977
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02346
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn07702
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0154044
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0156390
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition3001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Daniel V Bakinowski
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Atlantic Trust co Jeff Thomas
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Daniel M Schley
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Heidi J Schley
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Atlantic Trust Co 100 Federal St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Atlantic Trust Co 100 Federal St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12Atlantic Trust Co 100 Federal St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13Atlantic Trust Co 100 Federal St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Boston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Boston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Boston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Boston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102110
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IRS990PF/QualifyingDistributions/QualifyingDistributions0105035
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10co Atlantic Trust Co
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06173579600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10100 Federal Street 37th Floor
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Boston
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002110
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/ContributingManager0Daniel M Schley
IRS990PF/SupplementaryInformation/ContributingManager1Heidi J Schley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount350000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount450000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Arne J. Jacobsen Scholarship Endowment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Wellesley College Womens Crew Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BELMONT HILL SCHOOL INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BRACKETT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNITED STATES FUND FOR UNICEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF MONTANA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14WELLESLEY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10350 PROSPECT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 8
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12125 MAIDEN LN 10TH FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 7159
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14106 CENTRAL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BELMONT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HAMILTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WELLESLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002478
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210038
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359807
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402481
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0102000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07535
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07535
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106367
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2032379
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3024218
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4036028
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5028944
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5028944
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0196492
IRS990PF/UndistributedIncome/ExcessFromCurrentYear097500
IRS990PF/UndistributedIncome/ExcessFromYear106367
IRS990PF/UndistributedIncome/ExcessFromYear2032379
IRS990PF/UndistributedIncome/ExcessFromYear3024218
IRS990PF/UndistributedIncome/ExcessFromYear4036028
IRS990PF/UndistributedIncome/QualifyingDistributions0105035
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus097500
IRS990PF/UndistributedIncome/TotalCorpus0225436
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0127936
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LiquidationExplanationStmt/Statement0This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, Schley Family Foundation - 2000 the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 102,000. This amount represents over 25 of the Foundations net assets of 207,400 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps03000
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
TaxesSchedule/Taxes/Amount0456
TaxesSchedule/Taxes/Category0IRS Excise Tax Payment with 1st ext 990-PF
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0043532342
ReturnHeader/Filer/Name/BusinessNameLine10Schley Family Foundation - 2000
ReturnHeader/Filer/NameControl0SCHL
ReturnHeader/Filer/Phone06173579600
ReturnHeader/Filer/USAddress/AddressLine10Atlantic Trust Co 100 Federal St Ro
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0Daniel M Schley
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10One Hollow Lane Suite 212
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lake Success
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011042
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T03:34:24-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,045
Liabilities
$0
Net assets
$102,045
Revenue
-
Expenses
$106,110
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.48$0.54
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.03$0.18$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$2.79$0.14$2.65
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.18$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.17$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.26$0.77$0.52
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.06
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.23$0.18$0.05