Civic Intelligence

The Velmans Foundation Inc

990PF • Fiscal year 2014 • EIN 13-3321706

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
PO Box 178Sheffield, MA 01257

(413) 229-2709

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

72%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$353,318

Down $4,958 (-1.4%) from 2013

Net Assets

Down

$353,318

Down $4,958 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin15th percentile

Revenue

Up

$17,500

Up $7,296 (+72%) from 2013

Expenses

Up

$22,458

Up $10,475 (+87%) from 2013

Net Income

Down

-$4,958

Down $3,179 (-179%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2014

Assets$353,318
Liabilities$0
Net Assets$353,318
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

2014

Revenue$17,500
Expenses$22,458
Net Income-$4,958
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEMPOWER GENERATIONPROMOTE ENERGY DEVELOPMENT/SERVICES-PORTLAND, OR, US$10,000
Paid GrantFOUNDATION FOR JEWISH HISTORICAL MUSEUM IN AMSTERDAM INCHISTORICAL MUSEUM-PORT WASHINGTON, NY, US$5,000
Filing and Contact Details

Filer

Filer Name
The Velmans Foundation Inc
EIN
13-3321706
Phone
4132292709
Address
PO BOX 178, SHEFFIELD, MA 01257

Signing Officer

Name
Loet Velmans
Title
Trustee
Phone
4132292709
Signed
2015-05-07

Preparer

Firm
Smith Watson & Co Llp
Address
406 MAIN STREET, GREAT BARRINGTON, MA 01230
Preparer
Kim H Whalen
Phone
4135281111
Raw XML Appendix359 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/AccountingFeesDetail/AdjustedNetIncomeAmt02485
AccountingFeesSchedule/AccountingFeesDetail/Amt02485
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm015000 BERKSHIRE HATHAWAY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115000 CATERPILLAR FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm226000 GOLDMAN SACHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320000 HEWLETT PACKARD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm415000 LAB CORP OF AMERICA HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm515000 MICROSOFT CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm625000 SBC COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015791
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115138
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt227599
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt319897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt415244
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt515543
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt016046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt115915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt227944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt320318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt415385
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt515638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt920014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1420230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt929058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1421828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0824 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2285 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm335 INTEGRYS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm475 INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5300 MICROCHIP TECH(14006.97-320.4 PE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm640 MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm750 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm860 ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9319 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1050 PUBLIC SERVICE ENTERPRISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1130 TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1230 THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1350 VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14170 VANGUARD TAX MANAGED MSCE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151700 CALAMOS CONVERT OPP & INC FD
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt050148
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt055761
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt029089
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt010091
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07855
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03355
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06290
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017500
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02485
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06687
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03355
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07855
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05605
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07855
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4958
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt033612
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06290
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06290
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06290
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03355
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt04733
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04733
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04733
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt022458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc030 TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 SB GLOBAL COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GNMA PASS THRU POOL NATL CITY MORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03355
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4958
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0353318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0358276
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0353318
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018684
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018684
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018684
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018840
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0156
IRS990PF/DistributableAmountGrp/TotalTaxAmt0156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0156
IRS990PF/FMVAssetsEOYAmt0372148
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt033
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0120487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0109212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0111246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0106509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0118572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0148753
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049896
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt046297
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt046297
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0358276
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0353318
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0372148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0358276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0353318
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0358276
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0353318
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0358276
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0353318
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt081351
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt079237
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt065852
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0382538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040332
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0342206
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05738
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018840
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0376800
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0382538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOET VELMANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHEFFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001257
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt026048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt026126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt032554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.016285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.085970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.140019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0376800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0374587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0378667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0394160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0395988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0396283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.345644
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LOET VELMANS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 178
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHEFFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001257
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04132292709
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE ENERGY DEVELOPMENT/SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HISTORICAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EMPOWER GENERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUNDATION FOR JEWISH HISTORICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MUSEUM IN AMSTERDAM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07455 SW MONTCLAIR DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt144 SOUTH BAYLES AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORT WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1110503765
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031580
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045407
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049091
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04733
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04733
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0130
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES - FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOET VELMANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04132292709
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VELMANS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VELM
ReturnHeader/Filer/EIN0133321706
ReturnHeader/Filer/PhoneNum04132292709
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 178
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042530803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH WATSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT BARRINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001230
ReturnHeader/PreparerPersonGrp/PhoneNum04135281111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM H WHALEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-08T14:11:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,318
Liabilities
$0
Net assets
$353,318
Revenue
$17,500
Expenses
$22,458
Net income
-$4,958
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