Civic Intelligence

The Shanley Family Foundation

EIN 06-1548816 • Greenwich, CT

CO Cummings Lockwood Llc Box 250Greenwich, CT 06836
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

95%

Faster revenue growth than 86% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,495,947

Up $126,679 (+2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,495,947

Up $126,679 (+2.4%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Up

$561,457

Up $272,903 (+95%) from 2024

Expenses

Up

$434,778

Up $21,779 (+5.3%) from 2024

Net Income

Up

$126,679

Up $251,124 (+202%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $2,036,075Liabilities 2012: $02012Assets 2013: $2,406,079Liabilities 2013: $02013Assets 2014: $2,358,209Liabilities 2014: $02014Assets 2015: $2,294,301Liabilities 2015: $0Net Assets 2015: $2,294,3012015Assets 2016: $2,243,629Liabilities 2016: $0Net Assets 2016: $2,243,6292016Assets 2020: $6,099,705Liabilities 2020: $0Net Assets 2020: $6,099,7052020Assets 2021: $6,006,226Liabilities 2021: $0Net Assets 2021: $6,006,2262021Assets 2022: $5,841,756Liabilities 2022: $0Net Assets 2022: $5,841,7562022Assets 2023: $5,493,713Liabilities 2023: $0Net Assets 2023: $5,493,7132023Assets 2024: $5,369,268Liabilities 2024: $0Net Assets 2024: $5,369,2682024Assets 2025: $5,495,947Liabilities 2025: $0Net Assets 2025: $5,495,9472025

Highlighted filing

2025

Assets$5,495,947
Liabilities$0
Net Assets$5,495,947
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $146,295Expenses 2012: $158,693Net Income 2012: -$12,3982012Revenue 2013: $556,673Expenses 2013: $186,669Net Income 2013: $370,0042013Revenue 2014: $164,127Expenses 2014: $211,997Net Income 2014: -$47,8702014Revenue 2015: $173,988Expenses 2015: $237,896Net Income 2015: -$63,9082015Revenue 2016: $182,119Expenses 2016: $232,791Net Income 2016: -$50,6722016Revenue 2020: $90,057Expenses 2020: $399,123Net Income 2020: -$309,0662020Revenue 2021: $325,745Expenses 2021: $419,224Net Income 2021: -$93,4792021Revenue 2022: $291,679Expenses 2022: $456,149Net Income 2022: -$164,4702022Revenue 2023: $78,232Expenses 2023: $426,275Net Income 2023: -$348,0432023Revenue 2024: $288,554Expenses 2024: $412,999Net Income 2024: -$124,4452024Revenue 2025: $561,457Expenses 2025: $434,778Net Income 2025: $126,6792025

Highlighted filing

2025

Revenue$561,457
Expenses$434,778
Net Income$126,679
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,495,947
Liabilities
$0
Net assets
$5,495,947
Revenue
$561,457
Expenses
$434,778
Net income
$126,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.56$0.43$0.13
2024Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.29$0.41$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.08$0.43$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.00$5.84$0.29$0.46$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.00$6.01$0.33$0.42$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.09$0.40$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.18$0.23$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.17$0.24$0.06
2014Summary only. Only limited summary data is available for this year.$2.36$0.00$0.16$0.21$0.05
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$0.56$0.19$0.37
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.15$0.16$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C SHANLEY IVTrustee-$0--
SHARON S SNIFFENTrustee-$0--
EDWARD F RODENBACHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHEDULE ATTACHEDALL FOR UNRESTICTED, GENERAL CHARITABLEPCGREEWNICH, CT, US$355,000
Filing and Contact Details

Filer

Filer Name
The Shanley Family Foundation
EIN
06-1548816
Phone
2038691200
Address
CO CUMMINGS LOCKWOOD LLC BOX 250, GREENWICH, CT 06836

Signing Officer

Name
Edward F Rodenbach
Title
Trustee
Phone
2038691200
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO BOX 2505, GREENWICH, CT 06836
Preparer
Albert C Rua
Phone
2038691200
Raw XML Appendix335 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM C SHANLEY IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHARON S SNIFFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWARD F RODENBACH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0365872
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0365872
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWARD F RODENBACH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O CUMMINGS LOCKWOOD BOX 2505
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006836
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02038691200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS, WITH DETAILED INFORMATION REGARDING ENTITY REQUESTING FUNDS AND DETAILED INFORMATION REGARDING THE CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATION USE TO WHICH THE FUNDS WILL BE PUT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EDWARD F RODENBACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02038691200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CUMMINGS LOCKWOOD LLC PO BOX 2505
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006836
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTIONS - AWARDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. LIMITATIONS - TRUSTEE'S SOLE DISCRETION AS TO AMOUNT AND/OR ANY RECIPIENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ALL FOR UNRESTICTED, GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CL BOX 2505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREEWNICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006836
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0355000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0354950
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0407343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0365872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0396421
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0354950
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CUMMINGS & LOCKWOOD, LEGAL ACCOUNTING AND TAX PREPARATION FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010872
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt021745
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010873
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt054679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ML CMA FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt054679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1150
TaxesSchedule/TaxesDetail/Amt03204
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. TREASURY, EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD F RODENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02038691200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHANLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0061548816
ReturnHeader/Filer/PhoneNum02038691200
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CUMMINGS LOCKWOOD LLC BOX 250
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006836
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS & LOCKWOOD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006836
ReturnHeader/PreparerPersonGrp/PhoneNum02038691200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT C RUA
ReturnHeader/ReturnTs02026-02-03T15:58:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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