Civic Intelligence

Schley Family Foundation - 2000

990PF • Fiscal year 2013 • EIN 04-3532342

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profile
Atlantic Trust Co 100 Federal St37th Fl SuiteBoston, MA 02110

(617) 357-9600

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-202%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$324

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

7th percentile

-51%

Faster asset growth than 7% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$50,480

Down $51,565 (-51%) from 2012

Net Assets

Down

$50,480

Down $51,565 (-51%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

$25,586

No earlier filing loaded for comparison.

Expenses

Down

$77,151

Down $28,959 (-27%) from 2012

Net Income

-$51,565

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2013

Assets$50,480
Liabilities$0
Net Assets$50,480
Open 2013 Filing

Operations Trend

Revenue Growth56th percentile

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

2013

Revenue$25,586
Expenses$77,151
Net Income-$51,565
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Atlantic Trust Co co Jeff ThomasTrustee-$324-$324
Daniel V BakinowskiTrustee-$0--
Fred MarxTrustee-$0--
Daniel M SchleyTrustee-$0--
Heidi J SchleyTrustee-$0--
Filing and Contact Details

Filer

EIN
04-3532342
In Care Of
% ATLANTIC TRUST CO

Signing Officer

Name
Daniel M Schley
Title
Trustee
Phone
6173579600
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Haskell
Phone
6173579600
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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Heidi J Schley
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0* Removed in 2013
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025586
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0324
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073236
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0389
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-51565
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0115351
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03035
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt090184
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025167
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025167
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-51565
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050480
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0102045
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03094
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03094
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03094
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03347
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0253
IRS990PF/DistributableAmountGrp/TotalTaxAmt0253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0147
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt050480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt090184
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0102045
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0102045
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt067961
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039787
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028174
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01019
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03347
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt066942
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt067961
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Daniel V Bakinowski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Atlantic Trust Co co Jeff Thomas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Fred Marx
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Daniel M Schley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Heidi J Schley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10Atlantic Trust Co 100 Federal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11Atlantic Trust Co 100 Federal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12Atlantic Trust Co 100 Federal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13Atlantic Trust Co 100 Federal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14Atlantic Trust Co 100 Federal St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Boston
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002110
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10ATLANTIC TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173579600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DANIEL M SCHLEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HEIDI J SCHLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt157486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Friends of Cambridge Athletics Crew
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4scholarship Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COMMUNITY ROWING INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12FRIENDS OF CAMBRIDGE RINDGE AND LATIN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MENLO SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14UNIVERSITY OF THE PACIFIC SCHOOL OF DENTISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1020 NONANTUM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11200 SEAPORT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 39-1541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1350 VALPARAISO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142155 WEBSTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BRIGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode394027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode494115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt073236
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03094
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036028
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036028
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0233641
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt073177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt097500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024218
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076271
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt073177
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0269669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0196492
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt1156
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2013
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2012
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel M Schley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579600
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Schley Family Foundation - 2000
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0043532342
ReturnHeader/Filer/InCareOfNm0% ATLANTIC TRUST CO
ReturnHeader/Filer/USAddress/AddressLine10Atlantic Trust Co 100 Federal St
ReturnHeader/Filer/USAddress/AddressLine2037th Fl Suite
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011042
ReturnHeader/PreparerPersonGrp/PhoneNum06173579600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02014-11-14T14:00:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,480
Liabilities
$0
Net assets
$50,480
Revenue
$25,586
Expenses
$77,151
Net income
-$51,565
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