Civic Intelligence

The Guthrie Foundation

990PF • Fiscal year 2011 • EIN 13-2881832

Dec 01, 2010 to Nov 30, 2011 • Filed on Feb 19, 2012

1133 Avenue Of The Americas No 20FL10036-6710
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$303,239

No earlier filing loaded for comparison.

Net Assets

$303,239

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$10,362

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $303,239Liabilities 2011: $0Net Assets 2011: $303,2392011Assets 2012: $281,543Liabilities 2012: $0Net Assets 2012: $281,5432012Assets 2013: $239,706Liabilities 2013: $12013Assets 2014: $222,608Liabilities 2014: $0Net Assets 2014: $222,6082014Assets 2015: $218,000Liabilities 2015: $0Net Assets 2015: $218,0002015Assets 2017: $215,982Liabilities 2017: $0Net Assets 2017: $215,9822017Assets 2018: $137,880Liabilities 2018: $0Net Assets 2018: $137,8802018Assets 2019: $136,937Liabilities 2019: $12019Assets 2020: $135,061Liabilities 2020: $0Net Assets 2020: $135,0612020Assets 2021: $127,417Liabilities 2021: $0Net Assets 2021: $127,4172021Assets 2022: $156,769Liabilities 2022: $1Net Assets 2022: $156,7692022Assets 2023: $131,389Liabilities 2023: $12023Assets 2025: $111,897Liabilities 2025: $0Net Assets 2025: $111,8972025

Highlighted filing

2011

Assets$303,239
Liabilities$0
Net Assets$303,239

Operations Trend

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

$50K$0-$50K-$100KExpenses 2011: $10,3622011Expenses 2012: $9,2002012Revenue 2013: -$30,339Expenses 2013: $11,498Net Income 2013: -$41,8372013Revenue 2014: -$10,879Expenses 2014: $6,219Net Income 2014: -$17,0982014Revenue 2015: -$3,463Expenses 2015: $1,145Net Income 2015: -$4,6082015Revenue 2017: $6Expenses 2017: $987Net Income 2017: -$9812017Revenue 2018: -$72,057Expenses 2018: $6,045Net Income 2018: -$78,1022018Revenue 2019: $537Expenses 2019: $1,480Net Income 2019: -$9432019Revenue 2020: $168Expenses 2020: $2,044Net Income 2020: -$1,8762020Revenue 2021: $1Expenses 2021: $7,645Net Income 2021: -$7,6442021Revenue 2022: $36,332Expenses 2022: $6,980Net Income 2022: $29,3522022Revenue 2023: -$16,299Expenses 2023: $8,590Net Income 2023: -$24,8892023Revenue 2025: $43Expenses 2025: $9,145Net Income 2025: -$9,1022025

Highlighted filing

2011

Revenue-
Expenses$10,362
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Feb 19, 2012
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO CAROL GUTHRIETrustee-$0--
GEORGE G GUTHRIETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MASSACHUSSETSGENERALPUBLICAMHERST, MA, US$5,500
Paid GrantLAWRENCE & MEMORIAL HOSPITALGENERALPUBLICNEW LONDON, CT, US$540
Paid GrantISLAND HEALTH PROJECTGENERALPUBLICFISHER ISLAND, NY, US$250
Filing and Contact Details

Filer

EIN
13-2881832
Raw XML Appendix362 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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AccountingFeesSchedule/AccountingFees/Category0JOHN MCMAHON & SONS
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0410
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0294961
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0291600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01704
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses045041
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IRS990PF/BalanceSheets/CashBOY0838
IRS990PF/BalanceSheets/CashEOY06668
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0124480
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/BalanceSheets/UnrestrictedBOY0268560
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0STORIE PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CBRX-1200S
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CBRX-1800S
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3STORIE PARTNERS PER K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4STORIE PARTNERS PER K-1
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0303239
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0268560
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0303239
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017511
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017511
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017511
IRS990PF/DistributableAmount/MinimumInvestmentReturn018339
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0828
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0372359
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances011939
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0360420
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05585
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018339
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JO CAROL GUTHRIE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GEORGE G GUTHRIE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10CONDO STELLA MARIS10BAVENIDA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1127 MIDWOOD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20CONDADO 1CONDADO
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER SPECIFYING THE REASON AND USE OF FUNDS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0THE GUTHRIE FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07877245810
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10CONDO STELLA MARIS 10B AVENIDA
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode000907
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RECOGNIZED CHARITABLE ORGANIZATIONS IN NEED OF ASSISTANCE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2540
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF MASSACHUSSETS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ISLAND HEALTH PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LAWRENCE & MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10256 SUNSET AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 344
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12365 MONTAUK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AMHERST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1FISHER ISLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW LONDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001003
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106390
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206320
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06290
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear06722
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017511
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107897
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear209808
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301015
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404369
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus010789
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY010789
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012300
IRS990PF/UndistributedIncome/ExcessFromYear107897
IRS990PF/UndistributedIncome/ExcessFromYear204403
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06722
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus012300
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover023089
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0135625
OtherAssetsSchedule/OtherAssets/Description0STORIE PARTNERS LP
OtherAssetsSchedule/OtherAssets/EOYBookValue00
OtherAssetsSchedule/OtherAssets/EOYFMV00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1STORIE PARTNERS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps022
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome022
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13208
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks044
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13208
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0132881832
ReturnHeader/Filer/Name/BusinessNameLine10THE GUTHRIE FOUNDATION
ReturnHeader/Filer/NameControl0GUTH
ReturnHeader/Filer/Phone07877245810
ReturnHeader/Filer/USAddress/AddressLine101133 AVENUE OF THE AMERICAS NO 20
ReturnHeader/Filer/USAddress/AddressLine20FL
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0100366710
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-02-19
ReturnHeader/Officer/Name0JO CAROL GUTHRIE
ReturnHeader/Officer/Phone07877245810
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOHN MCMAHON & SONS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10333 JERICHO TPKERM 305
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JERICHO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011753
ReturnHeader/Preparer/Name0GREGORY MCMAHON CPA
ReturnHeader/Preparer/Phone05166052621
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-02T13:27:12-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.09$0.09
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$0.16$0.09$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.36$0.07$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.00$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$0.01$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.72$0.06$0.78
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.03$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.11$0.06$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$0.30$0.11$0.42
2012Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09
2011Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.10