Civic Intelligence

Eugene V and Clare E Thaw Charitable Trust

990PF • Fiscal year 2015 • EIN 13-3081491

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization Profile

View Organization Page

PO Box 2422Santa Fe, NM 87504-2422

(505) 982-7023

Siviq Scores

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

Liabilities / Assets

48th percentile

0.12x

Higher debt load relative to assets than 48% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.18x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$188,693

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

93rd percentile

37%

Faster asset growth than 93% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

319%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$16,332,300

Up $4,400,749 (+37%) from 2014

Net Assets

Up

$14,300,392

Up $5,046,443 (+55%) from 2014

Liabilities

Down

$2,031,908

Down $645,694 (-24%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin96th percentile

Revenue

Up

$11,301,054

Up $8,600,953 (+319%) from 2014

Expenses

Down

$2,072,629

Down $2,625,923 (-56%) from 2014

Net Income

Up

$9,228,425

Up $11,226,876 (+562%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$100M$50M$0Assets 2011: $28,585,739Liabilities 2011: $1,012Net Assets 2011: $28,584,7272011Assets 2012: $14,375,056Liabilities 2012: $662,007Net Assets 2012: $13,713,0492012Assets 2013: $11,840,099Liabilities 2013: $530,408Net Assets 2013: $11,309,6912013Assets 2014: $11,931,551Liabilities 2014: $2,677,602Net Assets 2014: $9,253,9492014Assets 2015: $16,332,300Liabilities 2015: $2,031,908Net Assets 2015: $14,300,3922015Assets 2016: $17,115,722Liabilities 2016: $1,921,880Net Assets 2016: $15,193,8422016Assets 2017: $16,329,465Liabilities 2017: $2,010,445Net Assets 2017: $14,319,0202017Assets 2018: $60,191,803Liabilities 2018: $15,603Net Assets 2018: $60,176,2002018Assets 2019: $95,801,040Liabilities 2019: $13,523Net Assets 2019: $95,787,5172019Assets 2020: $95,372,301Liabilities 2020: $23,300Net Assets 2020: $95,349,0012020Assets 2021: $97,006,761Liabilities 2021: $52,046Net Assets 2021: $96,954,7152021Assets 2022: $80,823,388Liabilities 2022: $2,027,721Net Assets 2022: $78,795,6672022Assets 2023: $62,945,128Liabilities 2023: $99,357Net Assets 2023: $62,845,7712023Assets 2024: $47,385,057Liabilities 2024: $6,357Net Assets 2024: $47,378,7002024

Highlighted filing

2015

Assets$16,332,300
Liabilities$2,031,908
Net Assets$14,300,392
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $4,369,3922011Expenses 2012: $13,556,5472012Revenue 2013: $862,538Expenses 2013: $2,810,353Net Income 2013: -$1,947,8152013Revenue 2014: $2,700,101Expenses 2014: $4,698,552Net Income 2014: -$1,998,4512014Revenue 2015: $11,301,054Expenses 2015: $2,072,629Net Income 2015: $9,228,4252015Revenue 2016: $4,996,437Expenses 2016: $2,306,561Net Income 2016: $2,689,8762016Revenue 2017: $1,384,933Expenses 2017: $2,395,486Net Income 2017: -$1,010,5532017Revenue 2018: $58,110,233Expenses 2018: $10,515,197Net Income 2018: $47,595,0362018Revenue 2019: $42,299,749Expenses 2019: $9,318,801Net Income 2019: $32,980,9482019Revenue 2020: $2,465,700Expenses 2020: $6,350,280Net Income 2020: -$3,884,5802020Revenue 2021: $1,880,279Expenses 2021: $6,010,769Net Income 2021: -$4,130,4902021Revenue 2022: $1,056,985Expenses 2022: $10,732,671Net Income 2022: -$9,675,6862022Revenue 2023: $8,399,886Expenses 2023: $22,643,208Net Income 2023: -$14,243,3222023Revenue 2024: $3,549,042Expenses 2024: $16,676,875Net Income 2024: -$13,127,8332024

Highlighted filing

2015

Revenue$11,301,054
Expenses$2,072,629
Net Income$9,228,425
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN FLANAGANTrustee & Executive DirectorFT$173,812$14,881$188,693
EUGENE VICTOR THAWTrusteePT$0--
CLARE E THAWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene V and Clare E Thaw
EIN
13-3081491
Phone
5059827023
Address
PO BOX 2422, SANTA FE, NM 87504-2422

Signing Officer

Name
Kathleen Flanagan
Title
Trustee
Phone
5059827023
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Ricci & Company LLC
Address
6200 UPTOWN BLVD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
Timothy R Reynolds
Phone
5053380800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-12419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt424473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt515075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-31075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-68915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt835418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-64296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-6292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-6250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-10836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-9581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-162217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-7366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183900000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1989555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-12419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt424473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt515075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-31075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-68915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt835418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-64296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-6250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-10836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-9581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-162217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-7366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183900000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1989555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0357600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1295260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2172740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3329820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4166100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5328270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6422321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7787827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9702697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10502697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12213996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1374706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14180719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15736974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16765659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17349996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt184500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1989555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc032486.371 SHRS DOUBLELINE CORE FIXED INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14332.502 SHRS FAM VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26509.038 SHRS IVY ASSET STRAT FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc331629.43 SHRS LEGG MASON BW GL OP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc412598.556 SHRS MAINGATE MLP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc59606.347 SHRS TOUCHSTONE GROWTH OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc642444.324 SHRS LEGG MASON BW GLOBAL OPP BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc724466.763 SHRS TOUCHSTONE GROWTH OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc84394.317 SHRS FAM VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc970622.864 SHRS LEGG MASON BW GLOBAL OP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1015611.751 SHRS TOUCHSTONE GROWTH OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11196.04 SHRS DOUBLELINE CORE FX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1221464.393 SHRS BLACKROCK STRATEGIC INC OP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc136891.761 SHRS DOUBLELINE CORE FX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc147370.353 SHRS IVY ASSET STRATEGY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1567986.894 SHRS DOUBLELINE CORE FX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1631479.914 SHRS IVY ASSET STRATEGY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1731789.282 SHRS MAINGATE MLP FD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SALE OF DONATED PAINTING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03714329
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09228425
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04181982
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018482374
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09253949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014300392
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0351883
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0351883
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0351883
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0422067
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt070184
IRS990PF/DistributableAmountGrp/TotalTaxAmt070184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt027000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt070184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt070184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt070184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037120
IRS990PF/FMVAssetsEOYAmt016332300
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt019429
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt057935
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0945
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0110484
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0110484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03043346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0993634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0993634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05576197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04695271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04695271
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02393800
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01709600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0388643
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0829472
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0458263
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0440829
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0440829
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01966300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04966300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04966300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0264373
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0264373
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01036
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0885464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05125782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05125782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016332300
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016332300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02677602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02031908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016332300
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09253949
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014300392
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09253949
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt014300392
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08569893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0911792
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07658101
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0128548
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0422067
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08441345
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08569893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt250.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2173812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt214881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EUGENE VICTOR THAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLARE E THAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,332,300
Liabilities
$2,031,908
Net assets
$14,300,392
Revenue
$11,301,054
Expenses
$2,072,629
Net income
$9,228,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.4$0.01$47.4$3.55$16.7$13.1
2023Detailed filing. Detailed filing data is available for this year.$62.9$0.10$62.8$8.40$22.6$14.2
2022Detailed filing. Detailed filing data is available for this year.$80.8$2.03$78.8$1.06$10.7$9.68
2021Detailed filing. Detailed filing data is available for this year.$97.0$0.05$97.0$1.88$6.01$4.13
2020Detailed filing. Detailed filing data is available for this year.$95.4$0.02$95.3$2.47$6.35$3.88
2019Detailed filing. Detailed filing data is available for this year.$95.8$0.01$95.8$42.3$9.32$33.0
2018Detailed filing. Detailed filing data is available for this year.$60.2$0.02$60.2$58.1$10.5$47.6
2017Detailed filing. Detailed filing data is available for this year.$16.3$2.01$14.3$1.38$2.40$1.01
2016Detailed filing. Detailed filing data is available for this year.$17.1$1.92$15.2$5.00$2.31$2.69
2015Detailed filing. Detailed filing data is available for this year.$16.3$2.03$14.3$11.3$2.07$9.23
2014Detailed filing. Detailed filing data is available for this year.$11.9$2.68$9.25$2.70$4.70$2.00
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.53$11.3$0.86$2.81$1.95
2012Detailed filing. Detailed filing data is available for this year.$14.4$0.66$13.7$13.6
2011Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$4.37