Civic Intelligence

The Caroline and Sigmund Schott Fund

990PF • Fiscal year 2013 • EIN 11-2856561

Jul 01, 2012 to Jun 30, 2013 • Filed on May 07, 2014

Organization Profile

View Organization Page

675 Massachusetts AvenueSuite 8th fl02139
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$37,564,102

Up $2,191,011 (+6.2%) from 2012

Net Assets

Up

$37,282,242

Up $2,099,010 (+6.0%) from 2012

Liabilities

Up

$281,860

Up $92,001 (+48%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,931,074

Down $257,115 (-12%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$60M$40M$20M$0Assets 2011: $44,877,350Liabilities 2011: $5,835,3872011Assets 2012: $35,373,091Liabilities 2012: $189,859Net Assets 2012: $35,183,2322012Assets 2013: $37,564,102Liabilities 2013: $281,860Net Assets 2013: $37,282,2422013Assets 2014: $40,703,887Liabilities 2014: $286,593Net Assets 2014: $40,417,2942014Assets 2015: $39,311,130Liabilities 2015: $359,6312015Assets 2016: $36,062,889Liabilities 2016: $162,446Net Assets 2016: $35,900,4432016Assets 2017: $38,974,083Liabilities 2017: $393,324Net Assets 2017: $38,580,7592017Assets 2018: $40,797,876Liabilities 2018: $457,779Net Assets 2018: $40,340,0972018Assets 2019: $41,765,107Liabilities 2019: $448,822Net Assets 2019: $41,316,2852019Assets 2020: $41,965,816Liabilities 2020: $208,904Net Assets 2020: $41,756,9122020Assets 2021: $49,395,839Liabilities 2021: $3,834,958Net Assets 2021: $45,560,8812021Assets 2022: $39,690,267Liabilities 2022: $1,626,601Net Assets 2022: $38,063,6662022Assets 2023: $39,919,386Liabilities 2023: $1,061,590Net Assets 2023: $38,857,7962023Assets 2024: $38,379,369Liabilities 2024: $1,848,497Net Assets 2024: $36,530,8722024

Highlighted filing

2013

Assets$37,564,102
Liabilities$281,860
Net Assets$37,282,242
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,117,529Expenses 2011: $8,127,163Net Income 2011: -$6,009,6342011Expenses 2012: $2,188,1892012Expenses 2013: $1,931,0742013Revenue 2014: $1,328,370Expenses 2014: $1,728,003Net Income 2014: -$399,6332014Revenue 2015: $1,993,186Expenses 2015: $1,915,674Net Income 2015: $77,5122015Revenue 2016: $2,150,461Expenses 2016: $2,068,377Net Income 2016: $82,0842016Revenue 2017: $2,168,745Expenses 2017: $1,808,484Net Income 2017: $360,2612017Revenue 2018: $2,625,776Expenses 2018: $1,687,007Net Income 2018: $938,7692018Revenue 2019: $2,883,208Expenses 2019: $1,776,439Net Income 2019: $1,106,7692019Revenue 2020: $4,314,893Expenses 2020: $1,739,123Net Income 2020: $2,575,7702020Revenue 2021: $4,162,068Expenses 2021: $5,728,623Net Income 2021: -$1,566,5552021Revenue 2022: $2,107,474Expenses 2022: $1,446,844Net Income 2022: $660,6302022Revenue 2023: $167,644Expenses 2023: $1,341,571Net Income 2023: -$1,173,9272023Revenue 2024: $1,948,119Expenses 2024: $4,233,119Net Income 2024: -$2,285,0002024

Highlighted filing

2013

Revenue-
Expenses$1,931,074
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 7, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISELOTTE J LEEDSVice-Chair/Treas-Bd-$0--
GERARD G LEEDSVice Pres (Board)-$0--
GREG JOBIN-LEEDSChair/Pres (Board)PT$0--
MARIA JOBIN-LEEDSVP/Secy (Board)-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATIONEDUCATION EXCELLENCE501(C)(3)BOSTON, MA, US$1,285,000
Paid GrantNORTH SHORE CHILD AND FAMILY GUIDANCE CENTERSUSTAIN TRIAGE, EMERGENCY AND HIGH RISK RESPONSE TO YOUNG CHILDREN501(C)(3)ROSLYN HEIGHTS, NY, US$10,000
Paid Grantagitarte incGENERAL OPERATING SUPPORT501(c)(3)hyde park, MA, US$10,000
Paid GrantNATIONAL PUBLIC EDUCATION SUPPORT FUNDEDUCATION DEVELOPMENT501(C)(3)WASHINGTON, DC, US$10,000
Paid GrantGIRLS FOR GENDER EQUITYPROMOTE IMPROVEMENT OF GENDER AND RACE RELATIONS AND SOCIO-ECONOMIC CONDITIONS OF GIRLS AND WOMEN.501(C)(3)BROOKLYN, NY, US$10,000
Approved Future GrantSOUTHERN POVERTY LAW CENTERJUVENILE JUSTICE501(C)(3)MONTGOMERY, AL, US$10,000
Paid GrantMAKE THE ROAD NEW YORKJOURNEY FOR JUSTICE GRANT501(C)(3)BROOKLYN, NY, US$5,000
Paid GrantTHIRD SECTOR NEW ENGLANDboston area youth organizing project for Journey Justice501(C)(3)BOSTON, MA, US$4,796
Paid GrantCEL EDUCATION FUNDEDUCATE THE PUBLIC ON MATTERS OF PUBLIC POLICY AND SOCIAL AND ECONOMIC JUSTICE.501(c)(3)BERKLEY, CA, US$4,000
Paid GrantCOMMUNITY CHANGE INCanniversary celebration501(C)(3)BOSTON, MA, US$1,250
Paid Grantjustice mattersSOCIAL AND RACIAL JUSTICE EDUCATION501(C)(3)oakland, CA, US$1,000
Approved Future Grantcadregeneral operating support501(C)(3)los angeles, CA, US$1,000
Filing and Contact Details

Filer

EIN
11-2856561
Raw XML AppendixShowing 400 of 1,195 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7015068
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-11-03
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522007-01-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542008-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired551998-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired561998-10-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired571998-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582009-07-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-05-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372013-05-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492013-06-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522013-06-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612013-05-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652013-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662013-06-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692012-10-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold742012-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold752013-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold762013-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset096774.194 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset135074.045 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21222.805 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3339.538 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset420990.764 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52344.264 SHS ARTISAN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset613262.599 SHS ABERDEEN EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7118.885 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81266.203 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91581.957 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset105870.094 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset113511.538 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset123362.206 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset137323.957 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14120.93 SHS COMMODITYREALRETURN STRATEGY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1510131.712 SHS PIMCO TOTAL RETURN FUND III
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1610131.712 SHS PIMCO TOTAL RETURN FUND III
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1755673.383 SHS PIMCO TOTAL RETURN FUND III
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1815906.681 SHS PIMCO TOTAL RETURN FUND III

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,564,102
Liabilities
$281,860
Net assets
$37,282,242
Revenue
-
Expenses
$1,931,074
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.4$1.85$36.5$1.95$4.23$2.29
2023Detailed filing. Detailed filing data is available for this year.$39.9$1.06$38.9$0.17$1.34$1.17
2022Detailed filing. Detailed filing data is available for this year.$39.7$1.63$38.1$2.11$1.45$0.66
2021Detailed filing. Detailed filing data is available for this year.$49.4$3.83$45.6$4.16$5.73$1.57
2020Detailed filing. Detailed filing data is available for this year.$42.0$0.21$41.8$4.31$1.74$2.58
2019Detailed filing. Detailed filing data is available for this year.$41.8$0.45$41.3$2.88$1.78$1.11
2018Detailed filing. Detailed filing data is available for this year.$40.8$0.46$40.3$2.63$1.69$0.94
2017Detailed filing. Detailed filing data is available for this year.$39.0$0.39$38.6$2.17$1.81$0.36
2016Detailed filing. Detailed filing data is available for this year.$36.1$0.16$35.9$2.15$2.07$0.08
2015Summary only. Only limited summary data is available for this year.$39.3$0.36$1.99$1.92$0.08
2014Detailed filing. Detailed filing data is available for this year.$40.7$0.29$40.4$1.33$1.73$0.40
2013Detailed filing. Detailed filing data is available for this year.$37.6$0.28$37.3$1.93
2012Detailed filing. Detailed filing data is available for this year.$35.4$0.19$35.2$2.19
2011Summary only. Only limited summary data is available for this year.$44.9$5.84$2.12$8.13$6.01