Civic Intelligence

Shames Family Foundation

EIN 06-1520789 • Wilton, CT

35 Mollbrook DrWilton, CT 06897
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,486,071

Down $161,090 (-3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,486,071

Down $161,090 (-3.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin19th percentile

Revenue

Up

$248,689

Up $17,565 (+7.6%) from 2023

Expenses

Up

$409,779

Up $133,707 (+48%) from 2023

Net Income

Down

-$161,090

Down $116,142 (-258%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $748,982Liabilities 2011: $0Net Assets 2011: $748,9822011Assets 2012: $810,206Liabilities 2012: $0Net Assets 2012: $810,2062012Assets 2013: $1,556,005Liabilities 2013: $0Net Assets 2013: $1,556,0052013Assets 2014: $1,618,679Liabilities 2014: $0Net Assets 2014: $1,618,6792014Assets 2015: $1,623,065Liabilities 2015: $0Net Assets 2015: $1,623,0652015Assets 2016: $2,045,086Liabilities 2016: $0Net Assets 2016: $2,045,0862016Assets 2017: $1,978,082Liabilities 2017: $0Net Assets 2017: $1,978,0822017Assets 2018: $2,874,555Liabilities 2018: $0Net Assets 2018: $2,874,5552018Assets 2019: $2,866,787Liabilities 2019: $0Net Assets 2019: $2,866,7872019Assets 2020: $4,719,330Liabilities 2020: $0Net Assets 2020: $4,719,3302020Assets 2021: $4,763,921Liabilities 2021: $0Net Assets 2021: $4,763,9212021Assets 2022: $4,705,509Liabilities 2022: $0Net Assets 2022: $4,705,5092022Assets 2023: $4,647,161Liabilities 2023: $0Net Assets 2023: $4,647,1612023Assets 2024: $4,486,071Liabilities 2024: $0Net Assets 2024: $4,486,0712024

Highlighted filing

2024

Assets$4,486,071
Liabilities$0
Net Assets$4,486,071
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $55,0882011Expenses 2012: $70,1772012Revenue 2013: $1,269,787Expenses 2013: $124,536Net Income 2013: $1,145,2512013Revenue 2014: $297,340Expenses 2014: $115,706Net Income 2014: $181,6342014Revenue 2015: $106,280Expenses 2015: $96,644Net Income 2015: $9,6362015Revenue 2016: $704,650Expenses 2016: $127,072Net Income 2016: $577,5782016Revenue 2017: $46,211Expenses 2017: $112,355Net Income 2017: -$66,1442017Revenue 2018: $1,366,399Expenses 2018: $176,296Net Income 2018: $1,190,1032018Revenue 2019: $169,326Expenses 2019: $177,430Net Income 2019: -$8,1042019Revenue 2020: $3,512,994Expenses 2020: $271,219Net Income 2020: $3,241,7752020Revenue 2021: $389,573Expenses 2021: $282,750Net Income 2021: $106,8232021Revenue 2022: $259,819Expenses 2022: $300,727Net Income 2022: -$40,9082022Revenue 2023: $231,124Expenses 2023: $276,072Net Income 2023: -$44,9482023Revenue 2024: $248,689Expenses 2024: $409,779Net Income 2024: -$161,0902024

Highlighted filing

2024

Revenue$248,689
Expenses$409,779
Net Income-$161,090
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,486,071
Liabilities
$0
Net assets
$4,486,071
Revenue
$248,689
Expenses
$409,779
Net income
-$161,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.25$0.41$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.23$0.28$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.26$0.30$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.39$0.28$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$3.51$0.27$3.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.17$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.37$0.18$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.05$0.11$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.05$0.00$2.05$0.70$0.13$0.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.30$0.12$0.18
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.56$0.00$1.56$1.27$0.12$1.15
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERVIN R SHAMESTrustee-$0--
LOUISE G SHAMESTrustee-$0--
ALLYSON ROBYN SHAMESTrustee-$0--
STEVEN SHAMESTrustee-$0--
SARA SHAMESTrustee-$0--
CURTIS ARGOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shames Family Foundation
EIN
06-1520789
Phone
2037620298
Address
35 MOLLBROOK DR, WILTON, CT 06897

Signing Officer

Name
Ervin Shames
Title
Trustee
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
WMC Tax Services LLC
Address
1301 E Bethany Home Rd, Phoenix, AZ 85014
Preparer
Jason M MunkMAccCPA
Phone
6022341040
Raw XML AppendixShowing 400 of 736 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02995
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01498
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0948631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1175071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2236077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt363133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4118923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt573857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6178058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7189772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8986407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9146107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10830658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0UST EQUITY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1UST COLUMBIA SHORT-INTERMEDIATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2UST VANGUARD S/T BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3UST FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4UST HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CS EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CS EXCHANGE TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CS BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CS EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9UST REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CS CHOICE HOTELS STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UST COLUMBIA TOTAL RETURN BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02406
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0248689
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01498
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0147219
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0147219
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-161090
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0427555
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02406
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02406
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt099064
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IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0104546
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014397
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03132
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01498
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125980
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025 AMERICAN TOWER REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 FMC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150 GENERAL MOTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4250 VANGUARD FTSE DEVELOPED MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5150 VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6372.517 AQR DIVERSIFIED ARBITRAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7300.903 BLACKROCK EVENT DRIVEN EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8332.594 BLACKROCK GLOBAL EQUITY MRKT NTRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc952.493 GOTHAM ABSOLUTE RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10143.761 NEUBERGER BERMAN LONG SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11131.694 ABBEY CAPITAL FUTURES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12598.03 ADOBE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PLUG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt099064
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0104546
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-161090
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04647161
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04486071
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0318513
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0318513
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0318513
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03236
IRS990PF/DistributableAmountGrp/TotalTaxAmt03236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03236
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03414
IRS990PF/FMVAssetsEOYAmt06625873
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04647161
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04486071
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0392409
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0374377
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0374377
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04254753
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04096694
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06236496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04647161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04486071
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06625873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04647161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04486071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04647161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04486071
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06532977
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0384951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06148026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097995
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0321749
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06434982
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06532977
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOUISE G SHAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLYSON ROBYN SHAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEVEN SHAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SARA SHAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CURTIS ARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt035 MOLLBROOK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 MOLLBROOK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21872 EDGEWOOD LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3500 WEST END AVE 10B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 WEST END AVE 10B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51872 EDGEWOOD LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106897
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd222903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd410024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd522903
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0390753
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt035 MOLLBROOK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006897
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02037620298
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ERVIN R SHAMES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LOUISE G SHAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL

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