The Eugene Atwood Fund

990PF • Fiscal year 2016 • EIN 06-6044477

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 15, 2016

Organization Profile

PO Box 142Stonington, CT 06378

(860) 535-0005

Siviq Scores

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

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-36%

Higher net margin than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-2.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-61%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$1,651,863

Down $43,194 (-2.5%) from 2015

Net Assets

Down

$1,651,863

Down $43,194 (-2.5%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin14th percentile

Revenue

Down

$125,230

Down $195,104 (-61%) from 2015

Expenses

Down

$169,809

Down $12,146 (-6.7%) from 2015

Net Income

Down

-$44,579

Down $182,958 (-132%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2016

Assets$1,651,863

Liabilities$0

Net Assets$1,651,863

Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2016

Revenue$125,230

Expenses$169,809

Net Income-$44,579

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2015 to Mar 31, 2016
Signed: Aug 15, 2016
Return Version: 2015v2.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GENEVIEVE ATWOOD	Trustee	-	$0	-	-
ELIZABETH DODGE WHITE	Trustee	-	$0	-	-
CHRISTOPHER DIXON	Trustee	-	$0	-	-
ERICA LINDBERG GOURD	Treasurer	-	$0	-	-
CHARLES WHITE	Trustee	-	$0	-	-
AMANDA ATWOOD LINDBERG	Trustee	-	$0	-	-
CHARLES CONOVER WHITE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Eugene Atwood Fund
EIN: 06-6044477
Phone: 8605350005
Address: PO Box 142, Stonington, CT 06378

Signing Officer

Name: Erica Lindberg Gourd
Title: Treasurer
Signed: 2016-08-15
Discuss with paid preparer: Yes

Preparer

Firm: Doherty Beals & Banks PC
Address: 187 Williams St, New London, CT 06320
Preparer: Kathleen A Steamer CPA
Phone: 8604432033

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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/PersonNm	0	GENEVIEVE ATWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ELIZABETH DODGE WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CHRISTOPHER DIXON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	ERICA LINDBERG GOURD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	CHARLES WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	5	AMANDA ATWOOD LINDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	6	CHARLES CONOVER WHITE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	1686622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1641783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	152475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.419778
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	151896
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	152475
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	579
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	152475
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	11a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	GRANTING OF STUDENT LOANS, AND RECEIVING LOAN PAYMENTS IS THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO Box 142
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Stonington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	06378
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	ERICA LINDBERG GOURD
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8605350005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	WWW.EUGENEATWOODFUND.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FOUNDATION PROVIDES DIRECT GRANTS TO WORTHY NEW LONDON COUNTY RESIDENTS ENROLLED IN COLLEGE AT THE UNDERGRADUATE LEVEL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	THE FOUNDATION PROVIDES INTEREST FREE TUITION LOANS TO WORTHY NEW LONDON COUNTY RESIDENTS ENROLLED IN COLLEGE AT THE UNDERGRADUATE LEVEL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	29000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	96125
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE APPLICATION ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	WWW.EUGENEATWOODFUND.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	THE EUGENE ATWOOD FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8605350005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 142
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	STONINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	06378
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	RESIDENTS OF NEW LONDON COUNTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MAY 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	125125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06320
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	125125
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	133102
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	19373
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	143466
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	152475
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	10364
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	19373
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	1656
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	489
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	1141
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1656
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	1630
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	12215
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	805
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	3466
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	708
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	713
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	805
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	3466
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	713
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	STUDENT LOANS REPAID
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	54410
TaxesSchedule/TaxesDetail/Amt	0	4793
TaxesSchedule/TaxesDetail/Amt	1	1028
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	1028
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ERICA LINDBERG GOURD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Eugene Atwood Fund
ReturnHeader/Filer/BusinessNameControlTxt	0	EUGE
ReturnHeader/Filer/EIN	0	066044477
ReturnHeader/Filer/PhoneNum	0	8605350005
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 142
ReturnHeader/Filer/USAddress/CityNm	0	Stonington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Doherty Beals & Banks PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	187 Williams St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New London
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06320
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8604432033
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kathleen A Steamer CPA
ReturnHeader/ReturnTs	0	2016-08-15T08:03:52-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-04-01
ReturnHeader/TaxPeriodEndDt	0	2016-03-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,651,863
Liabilities: $0
Net assets: $1,651,863
Revenue: $125,230
Expenses: $169,809
Net income: -$44,579

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.26	$0.20	$0.06
2024Detailed filing. Detailed filing data is available for this year.	$1.78	$0.00	$1.78	$0.17	$0.23	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$1.83	$0.00	$1.83	$0.12	$0.25	$0.13
2022Detailed filing. Detailed filing data is available for this year.	$1.96	$0.00	$1.96	$0.34	$0.24	$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.85	$0.00	$1.85	$0.20	$0.27	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.92	$0.19	$0.25	$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.99	$0.00	$1.99	$0.49	$0.23	$0.26
2018Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.23	$0.19	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.69	$0.00	$1.69	$0.22	$0.19	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.13	$0.17	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70	$0.32	$0.18	$0.14
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$1.55	$0.00	$1.55	$0.13	$0.16	$0.03
2013Summary only. Only limited summary data is available for this year.	$1.58	$0.00		$0.17	$0.16	$0.01
2012Summary only. Only limited summary data is available for this year.	$1.59	$0.00		$0.47	$0.15	$0.32