Civic Intelligence

Boatwright Foundation Inc.

990PF • Fiscal year 2024 • EIN 13-3048884

Jan 01, 2024 to Aug 15, 2024 • Filed on Dec 04, 2024

Sax Llp- 389 Interpace Pkwy 3Parsippany, NJ 07054

(973) 472-6250

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $1,676,546 (-100%) from 2023

Net Assets

Down

$0

Down $1,676,546 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$4,803

Down $38,615 (-89%) from 2023

Expenses

Up

$67,473

Up $12,418 (+23%) from 2023

Net Income

Down

-$62,670

Down $51,033 (-439%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $773,875Liabilities 2011: $12011Assets 2012: $941,460Liabilities 2012: $0Net Assets 2012: $941,4602012Assets 2013: $1,147,485Liabilities 2013: $02013Assets 2014: $1,228,446Liabilities 2014: $02014Assets 2015: $1,179,298Liabilities 2015: $0Net Assets 2015: $1,179,2982015Assets 2016: $1,364,110Liabilities 2016: $0Net Assets 2016: $1,364,1102016Assets 2017: $1,382,700Liabilities 2017: $0Net Assets 2017: $1,382,7002017Assets 2018: $1,401,827Liabilities 2018: $0Net Assets 2018: $1,401,8272018Assets 2019: $1,450,447Liabilities 2019: $0Net Assets 2019: $1,450,4472019Assets 2020: $1,456,392Liabilities 2020: $0Net Assets 2020: $1,456,3922020Assets 2021: $1,481,270Liabilities 2021: $0Net Assets 2021: $1,481,2702021Assets 2022: $1,688,183Liabilities 2022: $0Net Assets 2022: $1,688,1832022Assets 2023: $1,676,546Liabilities 2023: $0Net Assets 2023: $1,676,5462023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2024: $1,667,649Liabilities 2024: $0Net Assets 2024: $1,667,6492024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $31,878Expenses 2011: $72,178Net Income 2011: -$40,3002011Expenses 2012: $58,7602012Revenue 2013: $245,736Expenses 2013: $39,711Net Income 2013: $206,0252013Revenue 2014: $192,698Expenses 2014: $111,737Net Income 2014: $80,9612014Revenue 2015: $87,191Expenses 2015: $136,339Net Income 2015: -$49,1482015Revenue 2016: $262,645Expenses 2016: $77,833Net Income 2016: $184,8122016Revenue 2017: $108,709Expenses 2017: $90,119Net Income 2017: $18,5902017Revenue 2018: $110,583Expenses 2018: $91,456Net Income 2018: $19,1272018Revenue 2019: $117,725Expenses 2019: $69,105Net Income 2019: $48,6202019Revenue 2020: $119,537Expenses 2020: $113,592Net Income 2020: $5,9452020Revenue 2021: $182,498Expenses 2021: $157,620Net Income 2021: $24,8782021Revenue 2022: $266,672Expenses 2022: $59,759Net Income 2022: $206,9132022Revenue 2023: $43,418Expenses 2023: $55,055Net Income 2023: -$11,6372023Revenue 2024: $4,803Expenses 2024: $67,473Net Income 2024: -$62,6702024Revenue 2024: $4,224Expenses 2024: $13,121Net Income 2024: -$8,8972024

Highlighted filing

2024

Revenue$4,803
Expenses$67,473
Net Income-$62,670
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Aug 15, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE W STETSON IIIPresident/Secretary-$0--
JANE WATSON STETSONVice President-$0--
ERIK A HANSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Boatwright Foundation
EIN
13-3048884
Phone
9734726250
Address
SAX LLP- 389 INTERPACE PKWY 3, PARSIPPANY, NJ 07054

Signing Officer

Name
Erik a Hanson
Title
Treasurer
Phone
9734726250
Signed
2024-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Sax Llp
Address
389 INTERPACE PARKWAY-STE 3, PARSIPPANY, NJ 07054
Preparer
Kathleen M Rutch
Phone
9734726250
Raw XML Appendix296 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/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01893853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01834846
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE BOARD OF DIRECTORS ADOPTED A RESOLUTION EFFECTIVE 12/31/2023 TO DONATE ALL ASSETS IN THE NOT-FOR-PROFIT CORPORATION TO THE JANE WATSON STETSON AND E.W. STETSON III CHARITABLE FUND (A DONOR ADVISED FUND HELD AT FIDELITY CHARITABLE). THE RESOLUTION CALLS FOR THE NOT-FOR-PROFIT CORPORATION TO BE DISSOLVED AFTER ALL ASSETS ARE DISTRIBUTED. AS OF ENDING YEAR 08/15/2024, THE NOT-FOR-PROFIT CORPORATION MADE A LIQUIDATING DISTRIBUTED $54,322(CASH) TO THE JANE WATSON STETSON AND E.W. STETSON III CHARITABLE FUND (A DONOR ADVISED FUND HELD AT FIDELITY CHARITABLE).
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0217
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY LAW JNL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt330
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03148
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03148
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK A HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09734726250
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOATWRIGHT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOAT
ReturnHeader/Filer/EIN0133048884
ReturnHeader/Filer/PhoneNum09734726250
ReturnHeader/Filer/USAddress/AddressLine1Txt0SAX LLP- 389 INTERPACE PKWY 3
ReturnHeader/Filer/USAddress/CityNm0PARSIPPANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812950760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0389 INTERPACE PARKWAY-STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007054
ReturnHeader/PreparerPersonGrp/PhoneNum09734726250
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M RUTCH
ReturnHeader/ReturnTs02024-12-05T06:15:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-08-15
ReturnHeader/TaxYr02023

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.
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.00$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.04$0.06$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.27$0.06$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.18$0.16$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.12$0.07$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.11$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.26$0.08$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.19$0.11$0.08
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$0.25$0.04$0.21
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.03$0.07$0.04