Civic Intelligence

The Velmans Foundation Inc

990PF • Fiscal year 2012 • EIN 13-3321706

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

PO Box 17801257
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$360,055

Down $20,136 (-5.3%) from 2011

Net Assets

Down

$360,055

Down $19,136 (-5.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$37,659

Up $17,597 (+88%) from 2011

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 2010: $384,017Liabilities 2010: $0Net Assets 2010: $384,0172010Assets 2011: $380,191Liabilities 2011: $0Net Assets 2011: $379,1912011Assets 2012: $360,055Liabilities 2012: $0Net Assets 2012: $360,0552012Assets 2013: $358,276Liabilities 2013: $0Net Assets 2013: $358,2762013Assets 2014: $353,318Liabilities 2014: $0Net Assets 2014: $353,3182014Assets 2015: $363,970Liabilities 2015: $0Net Assets 2015: $363,9702015Assets 2016: $356,401Liabilities 2016: $0Net Assets 2016: $356,4012016Assets 2017: $336,686Liabilities 2017: $462Net Assets 2017: $336,2242017Assets 2018: $305,547Liabilities 2018: $3,955Net Assets 2018: $301,5922018Assets 2019: $254,958Liabilities 2019: $72Net Assets 2019: $254,8862019Assets 2020: $189,784Liabilities 2020: $16,818Net Assets 2020: $172,9662020Assets 2021: $173,641Liabilities 2021: $68Net Assets 2021: $173,5732021Assets 2022: $130,441Liabilities 2022: $0Net Assets 2022: $130,4412022Assets 2023: $27,842Liabilities 2023: $2,020Net Assets 2023: $25,8222023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2012

Assets$360,055
Liabilities$0
Net Assets$360,055

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $60,7572010Expenses 2011: $20,0622011Expenses 2012: $37,6592012Revenue 2013: $10,204Expenses 2013: $11,983Net Income 2013: -$1,7792013Revenue 2014: $17,500Expenses 2014: $22,458Net Income 2014: -$4,9582014Revenue 2015: $18,034Expenses 2015: $7,382Net Income 2015: $10,6522015Revenue 2016: $14,167Expenses 2016: $21,736Net Income 2016: -$7,5692016Revenue 2017: $53,192Expenses 2017: $73,369Net Income 2017: -$20,1772017Revenue 2018: $20,283Expenses 2018: $54,915Net Income 2018: -$34,6322018Revenue 2019: $13,570Expenses 2019: $60,276Net Income 2019: -$46,7062019Revenue 2020: $11,003Expenses 2020: $92,923Net Income 2020: -$81,9202020Revenue 2021: $11,521Expenses 2021: $10,914Net Income 2021: $6072021Revenue 2022: $28,046Expenses 2022: $71,178Net Income 2022: -$43,1322022Revenue 2023: $34,704Expenses 2023: $139,323Net Income 2023: -$104,6192023Revenue 2024: -$25,164Expenses 2024: $658Net Income 2024: -$25,8222024

Highlighted filing

2012

Revenue-
Expenses$37,659
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOET VELMANSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON SYMPHONY ORCHESTRA INCSUPPORT MUSICAL PROGRAMS-BOSTON, MA, US$10,000
Paid GrantJACOB'S PILLOW DANCEDANCE SCHOLARSHIPS-BECKET, MA, US$10,000
Paid GrantFAIRVIEW HOSPITALSUPPORT MEDICAL SERVICES-GREAT BARRINGTON, MA, US$5,000
Paid GrantEMPOWER GENERATIONPROMOTE ENERGY DEVELOPMENT/SERVICES-PORTLAND, OR, US$5,000
Paid GrantTHE ANNE FRANK CENTER USASUPPORT EDUCATION PROGRAMS-NEW YORK, NY, US$1,000
Filing and Contact Details

Filer

EIN
13-3321706
Raw XML Appendix394 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount03115
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01557
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01558
CompensationExplanation/Compensation/PersonName0LOET VELMANS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025543
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue126519
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025095
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV126855
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond030000 WELLS FARGO & CO NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond125000 GENERAL ELECTRIC CO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond225000 SB COMMUNICATIONS INC GLOBAL N
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond325000 VERIZON NEW JERSEY INC BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue025013
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue220230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue320033
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue425470
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue61541
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue81491
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue101547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1120014
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue131623
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1420266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue151586
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue166040
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue171351
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV027777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV220298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV324667
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV425956
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51828
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV61547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV724282
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV81638
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV101999
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1121657
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV121530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV131775
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1420772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV152155
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV165989
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV172164
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0824 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock160 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21700 CALAMOS CONVERT OPP & INC FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3285 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4450 HJ HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock535 INTEGRYS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock675 INTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7200 ISHARES TR BARCLAYS TIP SEC FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock840 MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock950 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1060 ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11319 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1250 PUBLIC SERVICE ENTERPRISE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1330 TARGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock141200 TEMPLETON EMERGING MKTS FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1530 THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16195 VANGUARD EQUITY INDEX MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17340 VANGUARD TAX MANAGED MSCE ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1850 VERIZON
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal050148
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV058153
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue032682
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV022147
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount013730
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03793
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount017523
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA017523
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01557
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01558
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03115
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome013730
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps031000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss031000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm013730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm011480
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss013730
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-20136
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice094787
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03793
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010271
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm03252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03252
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0192
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome013730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps032657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss037659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome015273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017523
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01657
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06659
IRS990PF/BalanceSheets/CashEOY01373
IRS990PF/BalanceSheets/CashEOYFMV01373
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0108927
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY052062
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV051950
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY075361
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0176697
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0189324
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY082830
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY082830
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV080300
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0113073
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY047093
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV047093
IRS990PF/BalanceSheets/TotalAssetsBOY0380191
IRS990PF/BalanceSheets/TotalAssetsEOY0360055
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0370040
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0379191
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0360055
IRS990PF/BalanceSheets/TotalNetAssetsBOY0379191
IRS990PF/BalanceSheets/TotalNetAssetsEOY0360055
IRS990PF/BalanceSheets/UnrestrictedBOY0379191
IRS990PF/BalanceSheets/UnrestrictedEOY0360055
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03793
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis08055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis226209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis330656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis420034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42002-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-09-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0GNMA PASS THRU POOL RETURN OF PRIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1195 SH VANGUARD INTERNATIONAL EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2170 SH VANGUARD TAX-MANAGED FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset325000 VERIZON NEW JERSEY INC BND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43000 WELLS FARGO & CO BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5500 SH EXELON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss09181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-641
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-1209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-2534
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses09181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-641
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-1209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-2534
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice09181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17414
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice25183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice325000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice430000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice517500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-2534
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-20136
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01000
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0360055
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0379191
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0360055
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018830
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018830
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018830
IRS990PF/DistributableAmount/MinimumInvestmentReturn018933
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0103
IRS990PF/DistributableAmount/TotalTax0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0103
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0370040
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0384433
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances089627
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0294806
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05766
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018933
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0378667
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0384433
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LOET VELMANS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 178
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SHEFFIELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001257
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct027133
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets027030
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.071383
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.036602
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.140019
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.066768
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.061379
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052148
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0378667
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10394160
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20395988
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30396283
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40426238
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50509802
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0103
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions032657
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1014427
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2055446
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3026459
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4026162
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5026585
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.356916
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions032554
IRS990PF/QualifyingDistributions/ExpensesAndContributions032657
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0103
IRS990PF/QualifyingDistributions/QualifyingDistributions032657
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LOET VELMANS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04132292709
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 178
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SHEFFIELD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001257
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT MUSICAL PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT MEDICAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT EDUCATION PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3DANCE SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROMOTE ENERGY DEVELOPMENT/SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOSTON SYMPHONY ORCHESTRA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FAIRVIEW HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE ANNE FRANK CENTER USA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13JACOB'S PILLOW DANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14EMPOWER GENERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10301 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1129 LEWIS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1244 PARK PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13358 GEORGE CARTER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine147455 SW MONTCLAIR DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GREAT BARRINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BECKET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0022154511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode301223
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode497225
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear018830
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018830
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2035493
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307893
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404377
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear502213
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear502213
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear061590
IRS990PF/UndistributedIncome/ExcessFromCurrentYear013827
IRS990PF/UndistributedIncome/ExcessFromYear2035493
IRS990PF/UndistributedIncome/ExcessFromYear307893
IRS990PF/UndistributedIncome/ExcessFromYear404377
IRS990PF/UndistributedIncome/QualifyingDistributions032657
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013827
IRS990PF/UndistributedIncome/TotalCorpus063803
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover049976
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherIncreasesSchedule/OtherIncreases/Amount01000
OtherIncreasesSchedule/OtherIncreases/Description0PRIOR YEAR CORRECTION
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03252
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03252
TaxesSchedule/Taxes/Amount0192
TaxesSchedule/Taxes/Category0INCOME TAXES - FEDERAL
TaxesSchedule/Taxes/NetInvestmentIncome0192
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0133321706
ReturnHeader/Filer/Name/BusinessNameLine10THE VELMANS FOUNDATION INC
ReturnHeader/Filer/NameControl0VELM
ReturnHeader/Filer/Phone04132292709
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 178
ReturnHeader/Filer/USAddress/City0SHEFFIELD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001257
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0LOET VELMANS
ReturnHeader/Officer/Phone04132292709
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SMITH WATSON & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10406 MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREAT BARRINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001230
ReturnHeader/Preparer/Name0KIM H WHALEN
ReturnHeader/Preparer/Phone04135281111
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T12:50:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$0.01$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.26$0.35$1.39$1.05
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.28$0.71$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.12$0.11$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.17$1.73$0.11$0.93$0.82
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.60$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.04$3.02$0.20$0.55$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.36$0.53$0.73$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.14$0.22$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.18$0.07$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.10$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.79$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.61