Civic Intelligence

Gates Helms Hawn Foundation Trust

990PF • Fiscal year 2022 • EIN 13-6939318

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 21, 2023

C/O Silvercrest 135 Rte 202/206 10Bedminster, NJ 07921

(973) 994-4021

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

93%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$41,967

Up $4,734 (+13%) from 2021

Net Assets

Up

$41,967

Up $4,734 (+13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$7,015

Up $3,376 (+93%) from 2021

Expenses

Up

$2,281

Up $27 (+1.2%) from 2021

Net Income

Up

$4,734

Up $3,349 (+242%) from 2021

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

2022

Assets$41,967
Liabilities$0
Net Assets$41,967

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

2022

Revenue$7,015
Expenses$2,281
Net Income$4,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 21, 2023
Return Version
2022v5.0
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
9739944021
Address
C/O SILVERCREST 135 RTE 202/206 10, BEDMINSTER, NJ 07921

Signing Officer

Name
Gates Helms Hawn
Title
Trustee
Phone
9739944021
Signed
2023-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Silvercrest Financial Services Inc
Address
230 COURT SQUARE SUITE 101, CHARLOTTESVILLE, VA 22902
Preparer
Donna Stefanelli
Phone
4349774420
Raw XML Appendix209 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PORFOLIO INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0977
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt038
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0977
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt038
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0977
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04734
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0779
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0281
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04734
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037233
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041967
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02099
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02110
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/DistributableAmountGrp/TotalTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/FMVAssetsEOYAmt043260
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06405
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04445
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04445
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030828
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037522
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt038815
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037233
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt041967
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041967
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt043260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037233
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041967
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt042841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03780
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt039061
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02110
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042198
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt042841
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/AddressLine1Txt0C/O SILVERCREST 135 RTE 202/206 10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEDMINSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007921
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02000
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0135 RTE 202/206 STE 10
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEDMINSTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007921
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SILVERCREST FINANCIAL SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum09739944021
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GATES HELMS HAWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TABLE TO TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0611 US 46 STE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HASBROUCK HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
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/AppliedToCurrentYearAmt042
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01958
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02099
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02057
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01958
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GATES H HAWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SILVERCREST 230 COURT SQUARE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022902
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHECK REORDER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NY FILING FEE
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GATES HELMS HAWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09739944021
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GATES HELMS HAWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GATE
ReturnHeader/Filer/EIN0136939318
ReturnHeader/Filer/PhoneNum09739944021
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SILVERCREST 135 RTE 202/206 10
ReturnHeader/Filer/USAddress/CityNm0BEDMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007921
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112461669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SILVERCREST FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 COURT SQUARE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349774420
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA STEFANELLI
ReturnHeader/ReturnTs02023-04-24T09:01:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GATES H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAWN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
2022Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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