Civic Intelligence

The Sumner Scholarship Endowment Foundation Inc

990PF • Fiscal year 2013 • EIN 13-3899466

Jul 01, 2012 to Jun 30, 2013 • Filed on Mar 27, 2014

Organization Profile
181 East 93rd St Room 5G10128
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

96th percentile

96%

Faster asset growth than 96% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,163,574

Up $1,546,516 (+96%) from 2012

Net Assets

Up

$3,150,439

Up $1,533,381 (+95%) from 2012

Liabilities

Up

$13,135

Up $13,135 from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$149,124

Up $111,525 (+297%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,617,058Liabilities 2012: $0Net Assets 2012: $1,617,0582012Assets 2013: $3,163,574Liabilities 2013: $13,135Net Assets 2013: $3,150,4392013Assets 2014: $3,006,869Liabilities 2014: $0Net Assets 2014: $3,006,8692014Assets 2015: $2,841,915Liabilities 2015: $0Net Assets 2015: $2,841,9152015Assets 2017: $2,643,806Liabilities 2017: $0Net Assets 2017: $2,643,8062017Assets 2018: $2,436,535Liabilities 2018: $0Net Assets 2018: $2,436,5352018Assets 2019: $2,359,339Liabilities 2019: $0Net Assets 2019: $2,359,3392019Assets 2020: $2,160,332Liabilities 2020: $0Net Assets 2020: $2,160,3322020Assets 2021: $2,805,248Liabilities 2021: $0Net Assets 2021: $2,805,2482021Assets 2022: $2,900,942Liabilities 2022: $0Net Assets 2022: $2,900,9422022Assets 2023: $2,724,192Liabilities 2023: $0Net Assets 2023: $2,724,1922023Assets 2024: $2,727,602Liabilities 2024: $0Net Assets 2024: $2,727,6022024

Highlighted filing

2013

Assets$3,163,574
Liabilities$13,135
Net Assets$3,150,439
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $37,5992012Expenses 2013: $149,1242013Revenue 2014: $38,836Expenses 2014: $182,348Net Income 2014: -$143,5122014Revenue 2015: $32,947Expenses 2015: $197,901Net Income 2015: -$164,9542015Revenue 2017: $97,959Expenses 2017: $114,864Net Income 2017: -$16,9052017Revenue 2018: $130,550Expenses 2018: $202,358Net Income 2018: -$71,8082018Revenue 2019: $181,928Expenses 2019: $265,864Net Income 2019: -$83,9362019Revenue 2020: $99,294Expenses 2020: $280,750Net Income 2020: -$181,4562020Revenue 2021: $968,510Expenses 2021: $323,552Net Income 2021: $644,9582021Revenue 2022: $228,360Expenses 2022: $132,682Net Income 2022: $95,6782022Revenue 2023: $7,051Expenses 2023: $189,348Net Income 2023: -$182,2972023Revenue 2024: $226,190Expenses 2024: $232,706Net Income 2024: -$6,5162024

Highlighted filing

2013

Revenue-
Expenses$149,124
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Mar 27, 2014
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK RULON-MILLERTrustee-$0--
LANA COCKBILLTrustee-$0--
TANYA RULONMILLERTrustee-$0--
WILLIAM ROSSTrustee-$0--
MARTHA TOD DUDMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPROCTOR ACADEMYEDUCATIONAL SUPPORTPRIVATE SCHOOLANDOVER, NH, US$75,000
Paid GrantTHE ISLAND INSTITUTEEDUCATIONAL SUPPORT501c3ROCKLAND, ME, US$15,000
Paid GrantNORTHEAST HARBOR LIBRARYEDUCATIONAL SUPPORT501c3NORTHEAST HARBOR, ME, US$10,000
Paid GrantISLAND READERS & WRITERSEDUCATIONAL SUPPORT501c3MOUNT DESERT, ME, US$10,000
Paid GrantCASA SITO ASSOCIATIONEDUCATIONAL SUPPORT501c3ANTIGUA, GT$4,000
Filing and Contact Details

Filer

EIN
13-3899466
Raw XML Appendix342 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
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AccountingFeesSchedule/AccountingFees/Amount02375
AccountingFeesSchedule/AccountingFees/Category0WILDERMAN, MARCUS ASSOC, INC.
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02375
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice036463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice182429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0NORDNET STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1STOCKS, CHAS. SCHWAB AS NOMINEE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet036463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet182429
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0328722
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0STOCKS- CHARLES SCHWAB
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0348313
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0523920
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0SALE OF STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02375
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0114000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01533381
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm01750
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss01750
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0118892
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm01594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss01594
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0520
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0520
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0520
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0118892
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss01750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm018709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm018709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss018709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02480
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm011926
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm011926
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss011926
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0114000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0149124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01937
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm035124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss035124
IRS990PF/BalanceSheets/CashBOY0368694
IRS990PF/BalanceSheets/CashEOY0716008
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IRS990PF/BalanceSheets/InvestmentsOtherEOY0328722
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IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01250844
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY013135
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01617058
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01617058
IRS990PF/BalanceSheets/TotalNetAssetsEOY03150439
IRS990PF/BalanceSheets/UnrestrictedBOY01617058
IRS990PF/BalanceSheets/UnrestrictedEOY03150439
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01533381
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03150439
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01617058
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03150439
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03183165
IRS990PF/MethodOfAccountingCash0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition3000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition4000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PATRICK RULON-MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LANA COCKBILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2TANYA RULONMILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3WILLIAM ROSS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARTHA TOD DUDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013 ACADEMY STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11181 E 93 STREET 5G
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12181 E 93 STREET 5G
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 911
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 443
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0KINGSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3NEW HARBOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4NORTHEAST HARBOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3ME
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4ME
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode008528
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110128
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode210128
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode303911
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode404662
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear0114000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0187000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1026000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year2026000
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LANA COCKBILL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02123962499
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10181 E 93 Street 5G
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010128
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
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/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NORTHEAST HARBOR LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ISLAND READERS & WRITERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PROCTOR ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CASA SITO ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE ISLAND INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10CALLE CANDELARIA 5A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0ANTIGUA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0GT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PRIVATE SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 JOY ROAD POBOX 279
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 227
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12204 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13386 MAIN STREET PO BOX 648
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NORTHEAST HARBOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MOUNT DESERT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ANDOVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ROCKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3ME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode004662
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode104660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode203216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode304841
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0114000
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/TransferSchedule/AmountInvolved01250844
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/DescriptionOfTransfersEtc0LOAN
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/LineNumber01a(1)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/NameOfNoncharitableEO/BusinessNameLine10SUMNER RULON-MILLER ESTATE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026000
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0140000
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0114000
IRS990PF/UndistributedIncome/ExcessFromYear1026000
IRS990PF/UndistributedIncome/QualifyingDistributions0114000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0114000
IRS990PF/UndistributedIncome/TotalCorpus0140000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover026000
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions01559196
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10181 E 93 STREET 5G
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010128
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10ACADIA SCHOLARSHIP ENDOWMENT FUND
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome0520
LegalFeesSchedule/LegalFees/Amount0520
LegalFeesSchedule/LegalFees/Category0LEGAL
LegalFeesSchedule/LegalFees/NetInvestmentIncome0520
OtherAssetsSchedule/OtherAssets/Description0Denver Farm
OtherAssetsSchedule/OtherAssets/EOYBookValue0868000
OtherAssetsSchedule/OtherAssets/EOYFMV0868000
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome040
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1386
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome2754
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome317529
OtherExpensesSchedule/OtherExpenses/Description0Bank Charges
OtherExpensesSchedule/OtherExpenses/Description1FEE
OtherExpensesSchedule/OtherExpenses/Description2Insurance
OtherExpensesSchedule/OtherExpenses/Description3FARM
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome040
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1386
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2754
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome317529
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks040
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1386
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2754
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks317529
OtherIncomeSchedule2/OtherIncome/Description0PENSION INCOME
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02480
OtherLiabilitiesSchedule/OtherLiabilities/Description0ACADIA SCHOLARSHIP ENDOWMENT TRUST
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue013135
TaxesSchedule/Taxes/AdjustedNetIncome011651
TaxesSchedule/Taxes/AdjustedNetIncome1275
TaxesSchedule/Taxes/Amount011651
TaxesSchedule/Taxes/Amount1275
TaxesSchedule/Taxes/Category0Real estate tax not included in line 20
TaxesSchedule/Taxes/Category1NEW YORK STATE TAX
TaxesSchedule/Taxes/NetInvestmentIncome011651
TaxesSchedule/Taxes/NetInvestmentIncome1275
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0133899466
ReturnHeader/Filer/Name/BusinessNameLine10THE SUMNER SCHOLARSHIP ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/NameControl0SUMN
ReturnHeader/Filer/Phone02123962499
ReturnHeader/Filer/USAddress/AddressLine10181 East 93rd St Room 5G
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010128
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-03-27
ReturnHeader/Officer/Name0LANA COCKBILL
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02014-03-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WILDERMAN MARCUS AND ASSOCIATES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103 West 35th Street 6th Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010001
ReturnHeader/Preparer/Name0Gary Marcus
ReturnHeader/Preparer/Phone02125572570
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-27T04:58:04-00:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,163,574
Liabilities
$13,135
Net assets
$3,150,439
Revenue
-
Expenses
$149,124
Net income
-
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.$2.73$0.00$2.73$0.23$0.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.01$0.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.23$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.97$0.32$0.64
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.10$0.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.18$0.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.13$0.20$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.10$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.03$0.20$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.04$0.18$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.01$3.15$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.04
Peer Organizations

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