Civic Intelligence

Gates Helms Hawn Foundation Trust

990PF • Fiscal year 2016 • EIN 13-6939318

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

C/O Silvercrest615 Wmt PleasantLivingston, NJ 07039

(973) 994-9122

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

1.6%

Faster asset growth than 53% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$33,873

Up $540 (+1.6%) from 2015

Net Assets

Up

$33,873

Up $540 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$938

Up $285 (+44%) from 2015

Expenses

Up

$398

Up $139 (+54%) from 2015

Net Income

Up

$540

Up $146 (+37%) from 2015

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: $380,336Liabilities 2010: $0Net Assets 2010: $380,3362010Assets 2011: $234,163Liabilities 2011: $12011Assets 2012: $131,543Liabilities 2012: $0Net Assets 2012: $131,5432012Assets 2013: $32,096Liabilities 2013: $0Net Assets 2013: $32,0962013Assets 2014: $32,939Liabilities 2014: $0Net Assets 2014: $32,9392014Assets 2015: $33,333Liabilities 2015: $0Net Assets 2015: $33,3332015Assets 2016: $33,873Liabilities 2016: $0Net Assets 2016: $33,8732016Assets 2017: $34,681Liabilities 2017: $0Net Assets 2017: $34,6812017Assets 2018: $36,864Liabilities 2018: $0Net Assets 2018: $36,8642018Assets 2019: $37,673Liabilities 2019: $0Net Assets 2019: $37,6732019Assets 2020: $35,848Liabilities 2020: $0Net Assets 2020: $35,8482020Assets 2021: $37,233Liabilities 2021: $0Net Assets 2021: $37,2332021Assets 2022: $41,967Liabilities 2022: $0Net Assets 2022: $41,9672022Assets 2023: $40,814Liabilities 2023: $0Net Assets 2023: $40,8142023Assets 2024: $40,016Liabilities 2024: $0Net Assets 2024: $40,0162024

Highlighted filing

2016

Assets$33,873
Liabilities$0
Net Assets$33,873

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $210,0302010Revenue 2011: $57,751Expenses 2011: $203,924Net Income 2011: -$146,1732011Expenses 2012: $142,4072012Revenue 2013: $52,113Expenses 2013: $151,560Net Income 2013: -$99,4472013Revenue 2014: $1,165Expenses 2014: $322Net Income 2014: $8432014Revenue 2015: $653Expenses 2015: $259Net Income 2015: $3942015Revenue 2016: $938Expenses 2016: $398Net Income 2016: $5402016Revenue 2017: $1,192Expenses 2017: $384Net Income 2017: $8082017Revenue 2018: $2,417Expenses 2018: $234Net Income 2018: $2,1832018Revenue 2019: $1,073Expenses 2019: $264Net Income 2019: $8092019Revenue 2020: $409Expenses 2020: $2,234Net Income 2020: -$1,8252020Revenue 2021: $3,639Expenses 2021: $2,254Net Income 2021: $1,3852021Revenue 2022: $7,015Expenses 2022: $2,281Net Income 2022: $4,7342022Revenue 2023: $1,239Expenses 2023: $2,392Net Income 2023: -$1,1532023Revenue 2024: $1,855Expenses 2024: $2,653Net Income 2024: -$7982024

Highlighted filing

2016

Revenue$938
Expenses$398
Net Income$540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GATES HELMS HAWNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Gates Helms Hawn Foundation
EIN
13-6939318
Phone
9739949122
Address
C/O SILVERCREST615 WMT PLEASANT, LIVINGSTON, NJ 07039

Signing Officer

Name
Gates Helms Hawn
Title
Trustee
Signed
2017-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Silvercrest Financial Services Inc
Address
615 W MT PLEASANT AVE, LIVINGSTON, NJ 07039
Preparer
Donna Stefanelli
Phone
9739949122
Raw XML Appendix220 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt011141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0898
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0898
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0938
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0898
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0898
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0938
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt040
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033873
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01694
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01694
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01694
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01708
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/DistributableAmountGrp/TotalTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03
IRS990PF/FMVAssetsEOYAmt035611
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0105052
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0105052
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015892
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013702
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt011141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt012216
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09030
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09693
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-71719
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-71179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt033333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt035611
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt033333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt033333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033873
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt06472
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017177
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017511
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0520
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01708
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt034168
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GATES HELMS HAWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt048 POST KENNEL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FAR HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007931
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0149493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0139624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0199459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.598416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.867975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.496409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.430864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt034168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt033915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0172232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0281268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0462928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.795248
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0615 WEST MT PLEASANT AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LIVINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SILVERCREST FINANCIAL SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum09739949122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GATES HELMS HAWN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt01694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0141895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0126313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0177395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0175701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0268208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0141895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0126313
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0443909
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0445603
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GATES HELMS HAWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GATES HELMS HAWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GATE
ReturnHeader/Filer/EIN0136939318
ReturnHeader/Filer/PhoneNum09739949122
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SILVERCREST615 WMT PLEASANT
ReturnHeader/Filer/USAddress/CityNm0LIVINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007039
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEFF1713EB967F753AC56E4EF695E0E00AA22EBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AEFF1713EB967F753AC56E4EF695E0E00AA22EBD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112461669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVERCREST FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 W MT PLEASANT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007039
ReturnHeader/PreparerPersonGrp/PhoneNum09739949122
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA STEFANELLI
ReturnHeader/ReturnTs02017-03-06T11:52:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.02$0.03$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.01$0.02$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.07$0.02$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.04$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.00$0.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.00$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.00$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.01$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.52$1.52$0.99
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.42
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.58$2.04$1.46
2010Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$2.10