Civic Intelligence

St. Anthony Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 13-6103940

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

Organization ProfileWWW.STANTHONYHALL.ORG
C/O Gilchrist Associates IncChapel Hill, NC 27515

(888) 580-9349

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

68th percentile

7.3%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$3,613,844

Up $246,257 (+7.3%) from 2015

Net Assets

Up

$3,599,971

Up $252,738 (+7.6%) from 2015

Liabilities

Down

$13,873

Down $6,481 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin11th percentile

Revenue

Up

$224,569

Up $53,680 (+31%) from 2015

Expenses

Up

$294,295

Up $6,915 (+2.4%) from 2015

Net Income

Up

-$69,726

Up $46,765 (+40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,938,346Liabilities 2010: $57,865Net Assets 2010: $2,880,4812010Assets 2011: $2,822,844Liabilities 2011: $47,887Net Assets 2011: $2,774,9572011Assets 2012: $3,061,182Liabilities 2012: $20,742Net Assets 2012: $3,040,4402012Assets 2013: $3,597,502Liabilities 2013: $31,858Net Assets 2013: $3,565,6442013Assets 2014: $3,730,299Liabilities 2014: $33,023Net Assets 2014: $3,697,2762014Assets 2015: $3,367,587Liabilities 2015: $20,354Net Assets 2015: $3,347,2332015Assets 2016: $3,613,844Liabilities 2016: $13,873Net Assets 2016: $3,599,9712016Assets 2017: $4,115,718Liabilities 2017: $8,275Net Assets 2017: $4,107,4432017Assets 2018: $3,623,974Liabilities 2018: $26,721Net Assets 2018: $3,597,2532018Assets 2019: $4,260,212Liabilities 2019: $10,401Net Assets 2019: $4,249,8112019Assets 2020: $4,276,642Liabilities 2020: $15,913Net Assets 2020: $4,260,7292020Assets 2021: $5,174,138Liabilities 2021: $14,142Net Assets 2021: $5,159,9962021Assets 2022: $4,718,190Liabilities 2022: $15,440Net Assets 2022: $4,702,7502022Assets 2023: $4,817,401Liabilities 2023: $97,113Net Assets 2023: $4,720,2882023

Highlighted filing

2016

Assets$3,613,844
Liabilities$13,873
Net Assets$3,599,971
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $252,0542010Expenses 2011: $215,4842011Expenses 2012: $202,0362012Revenue 2013: $419,679Expenses 2013: $239,783Net Income 2013: $179,8962013Revenue 2014: $300,919Expenses 2014: $256,419Net Income 2014: $44,5002014Revenue 2015: $170,889Expenses 2015: $287,380Net Income 2015: -$116,4912015Revenue 2016: $224,569Expenses 2016: $294,295Net Income 2016: -$69,7262016Revenue 2017: $287,282Expenses 2017: $236,304Net Income 2017: $50,9782017Revenue 2018: $184,394Expenses 2018: $274,078Net Income 2018: -$89,6842018Revenue 2019: $237,769Expenses 2019: $277,363Net Income 2019: -$39,5942019Revenue 2020: $51,563Expenses 2020: $258,318Net Income 2020: -$206,7552020Revenue 2021: $341,775Expenses 2021: $254,845Net Income 2021: $86,9302021Revenue 2022: $489,477Expenses 2022: $263,554Net Income 2022: $225,9232022Revenue 2023: $380,073Expenses 2023: $371,193Net Income 2023: $8,8802023

Highlighted filing

2016

Revenue$224,569
Expenses$294,295
Net Income-$69,726
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$1,303,045
Mission and Program Overview

Mission

The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,136,036$3,451,081▲ $315,045
Savings and Temporary Cash Investments$122,763$133,669▲ $10,906
Cash and Non-Interest-Bearing Accounts$84,967$12,020▼ $72,947
Pledges and Grants Receivable$13,250$8,000▼ $5,250
Accounts Receivable$6,990$5,201▼ $1,789
Prepaid Expenses and Deferred Charges$2,331$2,623▲ $292
Total Assets$3,367,587$3,613,844▲ $246,257
Other Assets Total$1,250$1,250→ $0
Liabilities
Grants Payable$10,099$8,207▼ $1,892
Accounts Payable and Accrued Expenses$10,255$5,666▼ $4,589
Total Liabilities$20,354$13,873▼ $6,481
Net Assets / Fund Balance
Unrestricted Net Assets$3,013,790$3,230,695▲ $216,905
Temporarily Rstr Net Assets$193,883$197,659▲ $3,776
Permanently Rstr Net Assets$139,560$171,617▲ $32,057
Total Net Assets Fund Balance$3,347,233$3,599,971▲ $252,738
Total Liabilities and Net Assets / Fund Balance$3,367,587$3,613,844▲ $246,257
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Elise PackardPresident
Camilla Rg ReesDirector
Geoffrey WalkerDirector
Greg FriedmanDirector
Jamie S JacobsonDirector
Katharine ListerDirector
Kevin McgowanDirector
Mathilde DavidsonDirector
Robert MarstellerDirector
Samuel DangremondDirector
Theodore CoxeDirector
Dan OldhamSecretary
Alexander CookTreasurer
Vincent ChambleeTreasurer
George BoothVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$95,488
Program Service Revenue
$0
Investment Income
$129,081
Other Revenue
$0
All Other Contributions
$95,488
Change in Net Assets
$-69,726

Audited Revenue Reconciliation

Revenue per Audited Statements
$224,569
Revenue Not Reported on Form 990
$320,244
Total Revenue per Audited Statements
$544,813
Total Revenue per Form 990
$224,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,758
Grants and Similar Amounts Paid$106,037
Total Fundraising Expense$45,733
Professional Fundraising Fees$38,500
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,714--$72,714
Fees for Service Investment Mgmnt Fees-$47,482-$47,482
Fees for Services Management-$42,336-$42,336
Fees for Services Professional Fundraising--$38,500$38,500
Grants to Domestic Individuals$33,323--$33,323
Office Expenses-$19,864$2,018$21,882
Fees for Services Accounting-$18,634-$18,634
Insurance-$5,370-$5,370
Information Technology-$3,905-$3,905
Travel-$1,049-$1,049
Other Expenses-$531$5,215$531
Conferences and Meetings-$316-$316
All Other Expenses-$39-$39
Total Functional Expenses$106,037$142,525$45,733$294,295

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$294,295
Total Expenses per Form 990$294,295
Total Expenses per Audited Statements$292,075
Expenses Not Reported on Form 990$-2,220
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Fraternity of Delta PsiChapel Hill, NC7Educational$33,833
Vermont Literary Society IncBrookline, MA3Educational$19,877
The 1853 FoundationPasadena, CA3Educational$19,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$38,500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Elise packard 6805 6th street nw washington, dc 20012 george booth 651 highland cir. Tupelo, ms 38804 dan oldham 102 roseclair dr. Se atlanta, ga 30317 alexander cook 7715 crittenden st. Ste 344 philadelphia, pa 19118 vincent chamblee po box 1491 fulton, ms 38843 robert marsteller 5142 tilden st. Nw washington, dc 20016 greg friedman 4624 brandingshire place fort worth, tx 76133 geoffrey walker 1705 north boulevard houston, tx 77098 mathilde davidson 50 park ter. E, apt. 6f new york, ny 10034 theodore coxe 732 s. Roberts rd. Bryn mawr, pa 19010 katharine lister 2122 spring st. Philadelphia, pa 19103 kevin mcgowan 2116 chestnut street unit 1502 philadelphia, pa 19103 camilla r.g. Rees po box 17 stonington, ct 06378 jamie s. Jacobson 1106 se greenville blvd greenville, nc 27858 samuel dangremond 1 east 66th street apt 5/6f new york, ny 10065”

Form 990, Page 6, Part VI, Line 11B

“Board members receive a copy of the return prior to signature.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
St Anthony Educational
EIN
13-6103940
Phone
8885809349
Address
C/O GILCHRIST ASSOCIATES INC, CHAPEL HILL, NC 27515

Signing Officer

Name
Vincent Chamblee
Title
Treasurer
Phone
4135281111
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Chamblee
Formed
1956
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Smith Watson & Co Llp
Address
406 MAIN STREET, GREAT BARRINGTON, MA 01230
Preparer
Robin a Markey
Phone
4135281111
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.”

Form 990, Part XI, Line 9

“Prior year grant recoveries 2,220”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Prior year grant recoveries -2,220”

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IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt05903
IRS990/GainOrLossGrp/SecuritiesAmt028289
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0106037
IRS990/GrantsPayableGrp/BOYAmt010099
IRS990/GrantsPayableGrp/EOYAmt08207
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt033323
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt033323
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt072714
IRS990/GrantsToDomesticOrgsGrp/TotalAmt072714
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05903
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01106765
IRS990/GrossReceiptsAmt01303045
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03905
IRS990/InformationTechnologyGrp/TotalAmt03905
IRS990/InsuranceGrp/ManagementAndGeneralAmt05370
IRS990/InsuranceGrp/TotalAmt05370
IRS990/InvestmentIncomeGrp/ExclusionAmt094889
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094889
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03136036
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03451081
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01078476
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FUNDAMENTAL PURPOSES OF THE ST. ANTHONY EDUCATIONAL FOUNDATION (SAEF), A SECULAR PUBLIC CHARITY, ARE TO ENCOURAGE AND SUPPORT - THROUGH SCHOLARSHIPS AND GRANTS - THE EDUCATIONAL AND CULTURAL ACTIVITIES OF MEMBERS OF ST. ANTHONY HALL. THROUGH ITS EFFORTS, THE FOUNDATION SEEKS TO ENHANCE THE DEVELOPMENT OF MEMBERS' INTELLECTS AND TO FOSTER RESPONSIBLE CITIZENSHIP. ST. ANTHONY EDUCATIONAL FOUNDATION, INC., IS THE NATIONAL ORGANIZATION'S PRIMARY SOURCE OF SUPPORT FOR PROGRAMS AND ACTIVITIES THAT ENRICH ST. ANTHONY HALL'S INDIVIDUAL MEMBERS AND CHAPTERS FROM AN ACADEMIC AND INTELLECTUAL STANDPOINT. ONE OF THE MOST PROMINENT WAYS IN WHICH THIS IS DONE IS THROUGH GRANTS AND SCHOLARSHIPS AWARDED FOR QUALIFYING PROJECTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03347233
IRS990/NetAssetsOrFundBalancesEOYAmt03599971
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt034192
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034192
IRS990/NetUnrlzdGainsLossesInvstAmt0320244
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt02018
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019864
IRS990/OfficeExpensesGrp/TotalAmt021882
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01250
IRS990/OtherAssetsTotalGrp/EOYAmt01250
IRS990/OtherChangesInNetAssetsAmt02220
IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS - FUNDRA
IRS990/OtherExpensesGrp/Desc1TAXES - OTHER
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING FE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt05215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01650
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2531
IRS990/OtherExpensesGrp/TotalAmt05215
IRS990/OtherExpensesGrp/TotalAmt11650
IRS990/OtherExpensesGrp/TotalAmt21349
IRS990/OtherExpensesGrp/TotalAmt3531
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0139560
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0171617
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02331
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02623
IRS990/PrincipalOfficerNm0VINCENT CHAMBLEE
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt090140
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0102956
IRS990/PYInvestmentIncomeAmt084728
IRS990/PYOtherExpensesAmt0152374
IRS990/PYOtherRevenueAmt0-3979
IRS990/PYRevenuesLessExpensesAmt0-116491
IRS990/PYTotalExpensesAmt0287380
IRS990/PYTotalProfFndrsngExpnsAmt032050
IRS990/PYTotalRevenueAmt0170889
IRS990/ReconcilationRevenueExpnssAmt0-69726
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0122763
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133669
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 376
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt090140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt098801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0154051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0527200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt094889
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt091814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt072119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt073593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088896
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0421311
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0123
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0376
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55560
IRS990ScheduleA/PublicSupportPY170Pct00.56450
IRS990ScheduleA/PublicSupportTotal170Amt0527200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt090140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt098801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0154051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0527200
IRS990ScheduleA/TotalSupportAmt0948887
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0-2220
IRS990ScheduleD/ExpensesSubtotalAmt0294295
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0320244
IRS990ScheduleD/OtherExpensesIncludedAmt0-2220
IRS990ScheduleD/RevenueNotReportedAmt0320244
IRS990ScheduleD/RevenueSubtotalAmt0224569
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRIOR YEAR GRANT RECOVERIES -2,220
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0294295
IRS990ScheduleD/TotalRevenuePerForm990Amt0224569
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0544813
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0292075
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAMPAIGN
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt031775
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-6725
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0ROSINA RAND
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt038500
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 604
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0SALISBURY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd006068
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt031775
IRS990ScheduleG/TotalNetToOrganizationAmt0-6725
IRS990ScheduleG/TotalRetainedByContractorsAmt038500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11320
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21342
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31865
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt41000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt5289
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt622507
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt72000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SPEAKER SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ART SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2LECTURE SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3ARCHIVE HISTORICAL DOCS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4MUSIC SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5RESEARCH & STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6TRAVEL FOR STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7DOCUMENTARY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt33
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt614
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/RecipientTable/CashGrantAmt033833
IRS990ScheduleI/RecipientTable/CashGrantAmt119004
IRS990ScheduleI/RecipientTable/CashGrantAmt219877
IRS990ScheduleI/RecipientTable/IRCSectionDesc07
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATIONAL

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,613,844
Liabilities
$13,873
Net assets
$3,599,971
Revenue
$224,569
Expenses
$294,295
Net income
-$69,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.10$4.72$0.38$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.02$4.70$0.49$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.01$5.16$0.34$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.02$4.26$0.05$0.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.01$4.25$0.24$0.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.60$0.18$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.01$4.11$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.22$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$0.17$0.29$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.03$3.70$0.30$0.26$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.03$3.57$0.42$0.24$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.02$3.04$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.05$2.77$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.06$2.88$0.25