Civic Intelligence

Ralph C Sheldon Foundation Inc.

990PF • Fiscal year 2011 • EIN 16-6030502

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 05, 2012

217 North Main Street14702-0417
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

85th percentile

$93,604

Higher top officer pay than 85% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

23rd percentile

-3.6%

Faster asset growth than 23% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$10,310,646

Down $384,832 (-3.6%) from 2010

Net Assets

Down

$10,305,272

Down $385,769 (-3.6%) from 2010

Liabilities

Up

$5,374

Up $937 (+21%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,504,762

Down $81,306 (-3.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $10,695,478Liabilities 2010: $4,437Net Assets 2010: $10,691,0412010Assets 2011: $10,310,646Liabilities 2011: $5,374Net Assets 2011: $10,305,2722011Assets 2012: $10,152,445Liabilities 2012: $4,3092012Assets 2013: $10,300,758Liabilities 2013: $3,650Net Assets 2013: $10,297,1082013Assets 2014: $10,940,453Liabilities 2014: $3,777Net Assets 2014: $10,936,6762014Assets 2015: $10,494,865Liabilities 2015: $3,493Net Assets 2015: $10,491,3722015Assets 2016: $10,113,567Liabilities 2016: $5,781Net Assets 2016: $10,107,7862016Assets 2017: $10,288,175Liabilities 2017: $6,167Net Assets 2017: $10,282,0082017Assets 2018: $10,335,872Liabilities 2018: $4,176Net Assets 2018: $10,331,6962018Assets 2019: $10,720,926Liabilities 2019: $4,238Net Assets 2019: $10,716,6882019Assets 2020: $11,062,511Liabilities 2020: $4,631Net Assets 2020: $11,057,8802020Assets 2021: $11,896,585Liabilities 2021: $4,530Net Assets 2021: $11,892,0552021Assets 2022: $12,191,633Liabilities 2022: $10Net Assets 2022: $12,191,6232022Assets 2023: $11,226,604Liabilities 2023: $22023Assets 2024: $11,155,022Liabilities 2024: $1Net Assets 2024: $11,155,0212024

Highlighted filing

2011

Assets$10,310,646
Liabilities$5,374
Net Assets$10,305,272

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,586,0682010Expenses 2011: $2,504,7622011Revenue 2012: $2,156,553Expenses 2012: $2,313,689Net Income 2012: -$157,1362012Revenue 2013: $2,468,886Expenses 2013: $2,319,914Net Income 2013: $148,9722013Revenue 2014: $3,359,115Expenses 2014: $2,719,547Net Income 2014: $639,5682014Revenue 2015: $2,166,676Expenses 2015: $2,611,980Net Income 2015: -$445,3042015Revenue 2016: $2,194,448Expenses 2016: $2,556,633Net Income 2016: -$362,1852016Revenue 2017: $2,581,651Expenses 2017: $2,507,781Net Income 2017: $73,8702017Revenue 2018: $2,705,730Expenses 2018: $2,650,901Net Income 2018: $54,8292018Revenue 2019: $2,456,104Expenses 2019: $2,067,187Net Income 2019: $388,9172019Revenue 2020: $2,560,429Expenses 2020: $2,215,826Net Income 2020: $344,6032020Revenue 2021: $3,335,181Expenses 2021: $2,493,959Net Income 2021: $841,2222021Revenue 2022: $2,901,531Expenses 2022: $2,596,482Net Income 2022: $305,0492022Revenue 2023: $2,361,430Expenses 2023: $3,326,532Net Income 2023: -$965,1022023Revenue 2024: $2,697,731Expenses 2024: $2,769,484Net Income 2024: -$71,7532024

Highlighted filing

2011

Revenue-
Expenses$2,504,762
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 5, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SWANSONExecutive DirectorFT$85,204$8,400$93,604
MARK I HAMPTONSecretary & Director-$0--
MILES L LASSERDirector Emeritus-$0--
BARCLAY O WELLMANPresident & Director-$0--
PETER B SULLIVANDirector-$0--
ALEXIS SINGLETONAssistant Treasurer-$0--
BETSY SHULTSVP & Director-$0--
KELLY A DAWSONTreasurer & Director-$0--
RAYMOND FASHANODirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWCA HOSPITALEMERGENCY DEPT.PROJECT501(C)(3)JAMESTOWN, NY, US$500,000
Paid GrantJAMESTOWN COMMUNITY COLLEGENEW SCIENCE FACILITY501(C)(3)JAMESTOWN, NY, US$200,000
Approved Future GrantCHAUTAUQUA STRIDERS INCWRAP AROUND PROGRAM501(C)(3)JAMESTOWN, NY, US$160,000
Approved Future GrantWCA HOSPITALEMERGENCY DEPT.PROJECT501(C)(3)JAMESTOWN, NY, US$155,112
Approved Future GrantJAMES PRENDERGAST LIBRARY ASSOCIATIONPURCHASE OF BOOKS501(C)(3)JAMESTOWN, NY, US$154,000
Paid GrantWCA HOSPITALED PROJECTCHALLENGE GRANT501(C)(3)JAMESTOWN, NY, US$140,711
Paid GrantUNITED WAY OF SOUTHERN CHAUTAUQUA COANNUAL FUNDDRIVE - 2011501(C)(3)JAMESTOWN, NY, US$140,000
Approved Future GrantYMCA OF JAMESTOWNEASTSIDE Y501(C)(3)JAMESTOWN, NY, US$120,000
Paid GrantJAMES PRENDERGAST LIBRARY ASSOCBOOK GRANT501(C)(3)JAMESTOWN, NY, US$116,000
Approved Future GrantJAMESTOWN COMMUNITY LEARNING COUNCILSUSTAIN JCLCPROGRAMS501(C)(3)JAMESTOWN, NY, US$110,000
Paid GrantJAMES PRENDERGAST LIBRARY ASSOCIATIONCAPITAL PROJECTS501(C)(3)CHERRY ST, NY, US$93,612
Paid GrantCHAUTAUQUA STRIDERSPROGRAM SUPPORT501(C)(3)JAMESTOWN, NY, US$80,000
Paid GrantUNIVERSITY AT BUFFALO FOUNDATIONDENTAL CARE INSCHOOL-BASED MOBILECHAUTAUQUA COUNTY501(C)(3)BUFFALO, NY, US$72,700
Paid GrantARTS COUNCIL FOR CHAUTAUQUA COARTS IN EDUCATION501(C)(3)JAMESTOWN, NY, US$65,000
Paid GrantYMCA OF JAMESTOWNEASTSIDE YOPERATIONS501(C)(3)JAMESTOWN, NY, US$60,000
Approved Future GrantJOINT NEIGHBORHOOD PROJECT INCAGENCY PROGRAMS501(C)(3)JAMESTOWN, NY, US$60,000
Paid GrantJAMESTOWN COMMUNITY LEARNING COUNCIL CO LINCOLN SCHOOLSUSTAIN JCLC501(C)(3)JAMESTOWN, NY, US$55,000
Paid GrantJOINT NEIGHBORHOOD PROJECTAGENCY PROGRAMS501(C)(3)JAMESTOWN, NY, US$55,000
Paid GrantWORKFORCE INVESTMENT BOARDHEALTHCARE TALENTPIPELINE INITIATIVE501(C)(3)JAMESTOWN, NY, US$42,000
Paid GrantCHAUTAUQUA INSTITUTIONANNUAL FUND DRIVE501(C)(3)CHAUTAUQUA, NY, US$40,000
Paid GrantFRIENDS OF CHILD ADVOCACY PROGRAM2012 OPERATING EXPENSES501(C)(3)JAMESTOWN, NY, US$40,000
Approved Future GrantMEALS ON WHEELS OF THE JAMESTOWN AREAVEHICLE REPLACEMENTPROJECT501(C)(3)JAMESTOWN, NY, US$36,000
Paid GrantINFINITY PERFORMING ARTS PROGRAM INCOPERATING &PROGRAM EXPENSES501(C)(3)JAMESTOWN, NY, US$35,000
Approved Future GrantCHAUTAUQUA REGIONAL YOUTH BALLETPROGRAM SUPPORT501(C)(3)JAMESTOWN, NY, US$27,000
Paid GrantCHAUTAUQUA WATERSHED CONSERVANCYCONSERVATIONSTEWARDSHIP PROGRAM501(C)(3)JAMESTOWN, NY, US$25,000
Paid GrantCITY OF JAMESTOWNROSELAND PARKPLAYGROUND PROJECT501(C)(3)JAMESTOWN, NY, US$25,000
Paid GrantREG LENNA CIVIC CENTERSIGNATUREPERFORMANCE SERIES501(C)(3)JAMESTOWN, NY, US$25,000
Paid GrantYMCA OF JAMESTOWNCAMP ONYAHSASCHOLARSHIPS501(C)(3)JAMESTOWN, NY, US$25,000
Paid GrantYWCA OF JAMESTOWNTEAM CHILD CAREPROGRAM501(C)(3)JAMESTOWN, NY, US$25,000
Approved Future GrantCHAUTAUQUA WATERSHED CONSERVANCYCONSERVATIONSTEWARDSHIP PROGRAM501(C)(3)JAMESTOWN, NY, US$25,000
Paid GrantDOWNTOWN JAMESTOWN DEVELOPMENT CORPOPERATING EXPENSES501(C)(3)JAMESTOWN, NY, US$20,000
Paid GrantYMCA OF JAMESTOWNTEEN CENTER501(C)(3)JAMESTOWN, NY, US$20,000
Approved Future GrantDOWNTOWN JAMESTOWN DEVELOPMENT CORPOPERATING ANDACTIVITY SUPPORT501(C)(3)JAMESTOWN, NY, US$20,000
Paid GrantALLEGHENY HIGHLANDS COUNCIL INCCAMP MERZ FACILITYNEEDS501(C)(3)FALCONER, NY, US$18,000
Paid GrantCHAUTAUQUA BLIND ASSOCIATION INCNEW VEHICLEPURCHASE501(C)(3)JAMESTOWN, NY, US$18,000
Paid GrantCHAUTAUQUA REGIONAL YOUTH BALLET2011 PROGRAMSUPPORT501(C)(3)JAMESTOWN, NY, US$18,000
Paid GrantMEALS ON WHEELS OF THE JAMESTOWN AREAVEHICLE REPLACEMENTPROJECT501(C)(3)JAMESTOWN, NY, US$18,000
Paid GrantTHE RELIEF ZONE INCOPERATING &PROGRAM EXPENSES501(C)(3)FREWSBURG, NY, US$17,800
Paid GrantJAMESTOWN CITY SCHOOLSPROJECT SAFARI501(C)(3)JAMESTOWN, NY, US$17,000
Paid GrantAMERICAN RED CROSS - CHAUT CO CHAPTERFACILITY MAINTENANCE501(C)(3)JAMESTOWN, NY, US$16,200
Paid GrantFRIENDS OF CHILD ADVOCACY PROGRAMCAPITAL IMPROVEMENTS/EXPANSION501(C)(3)JAMESTOWN, NY, US$15,000
Paid GrantROGER TORY PETERSON INSTITUTERAILINGS, STEPS &WALKWAY REPAIR501(C)(3)JAMESTOWN, NY, US$15,000
Paid GrantGIRL SCOUTS OF WNY INCTACK SHOP @CAMP TIMBERCREST501(C)(3)DEPEW, NY, US$13,500
Paid GrantJAMESTOWN AUDUBON SOCIETYEDUCATION &COMMUNICATIONS PLAN501(C)(3)JAMESTOWN, NY, US$11,056
Paid GrantFOOD BANK OF WNYGATEWAY CENTERFORKLIFT FOROPERATIONS501(C)(3)BUFFALO, NY, US$10,000
Paid GrantINFINITY PERFORMING ARTS PROGRAM INCCO-SER REGRANTPROGRAM501(C)(3)JAMESTOWN, NY, US$10,000
Paid GrantJAMESTOWN RENAISSANCE CORPORATIONNEIGHBORHOODCOORDINATOR501(C)(3)JAMESTOWN, NY, US$10,000
Paid GrantJUNIOR ACHIEVEMENT OF WNY INCJA PROGRAMS INSOUTHERN CHAUTAUQUA COUNTY501(C)(3)BUFFALO, NY, US$10,000
Paid GrantCHAUTAUQUA ADULT DAY CARE CENTERS INCNEW WHEELCHAIR BUS501(c)(3)JAMESTOWN, NY, US$9,595
Paid GrantJAMESTOWN CONCERT ASSOCIATION2011-2012CONCERT SERIES501(C)(3)JAMESTOWN, NY, US$8,200
Paid GrantTHE RELIEF ZONE INCRESTROOMRENOVATIONS501(C)(3)FREWSBURG, NY, US$8,000
Paid GrantJAMESTOWN RENAISSANCE CORPORATIONNEIGHBORHOODREVITALIZATION PROGRAM501(C)(3)JAMESTOWN, NY, US$7,500
Approved Future GrantJAMESTOWN RENAISSANCE CORPORATIONNEIGBORHOODREVITALIZATION PROGRAM501(C)(3)JAMESTOWN, NY, US$7,500
Paid GrantST SUSAN CENTER INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$5,750
Paid GrantJAMES PRENDERGAST LIBRARY ASSOCIATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$5,700
Paid GrantROGER TORY PETERSON INSTITUTEDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$5,500
Paid GrantCITY OF JAMESTOWN2011 PLAYGROUND PROGRAM501(C)(3)JAMESTOWN, NY, US$5,000
Paid GrantUNITED WAY OF SOUTHERN CHAUTAUQUA CODIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$5,000
Paid GrantYANAA INCCAPITALIMPROVEMENTS501(C)(3)FALCONER, NY, US$5,000
Paid GrantGRANTMAKERS FORUM OF NEW YORKDUES 2011501(C)(3)ROCHESTER, NY, US$4,600
Paid GrantTHE SALVATION ARMYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$4,400
Paid GrantCHAUTAUQUA OPPORTUNITIES INCVILLAGE BUILDINGCOI SAFETYPROJECT501(C)(3)DUNKIRK, NY, US$4,251
Paid GrantCHAUTAUQUA INSTITUTIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)CHAUTAUQUA, NY, US$3,850
Paid GrantCHAUTAUQUA REGIONAL YOUTH SYMPHONY2010/2011 DIRECTORHONORARIUM501(c)(3)JAMESTOWN, NY, US$3,000
Paid GrantSEA LION PROJECT LTDBEMUS-STOW FERRYBICENTENNIAL501(C)(3)BEMUS POINT, NY, US$3,000
Paid GrantARTS COUNCIL FOR CHAUTAUQUA CODIRECTOR'SUNRESTRICTED GRANT501(c)(3)JAMESTOWN, NY, US$2,550
Paid GrantARTS COUNCIL FOR CHAUTAUQUA CODISCRETIONARY GRANTEXECUTIVE DIRECTORGRANT WRITER501(C)(3)JAMESTOWN, NY, US$2,500
Paid Grant-DOCK RAMPS501(C)(3)JAMESTOWN, NY, US$2,500
Paid GrantJAMESTOWN CHAPTER NSDARDISCRETIONARY GRANT -EXECUTIVE DIRECTOR'SPORCH REN. PROJECT501(C)(3)JAMESTOWN, NY, US$2,500
Paid GrantMYERS MEMORIAL LIBRARYDISCRETIONARY GRANT -EXECUTIVE DIRECTOR'SWINDOW PROJECT501(C)(3)FREWSBURG, NY, US$2,500
Paid GrantTHE RELIEF ZONE INCDISCRETIONARY GRANT -EXECUTIVE DIRECTOR'SAFTER SCHOOL PROGRAM501(C)(3)FREWSBURG, NY, US$2,500
Paid GrantCHAUTAUQUA STRIDERSDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$2,400
Paid GrantALLEGHENY HIGHLANDS COUNCIL INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)FALCONER, NY, US$2,000
Paid GrantBEMUS BAY POPS INCDIRECTOR'SUNRESTRICTED GRANT501(c)(3)BEMUS POINT, NY, US$2,000
Paid GrantCATHOLIC ACADEMY OF THE HOLY FAMILYDIRECTOR'SUNRESTRICTED GRANT501(c)(3)JAMESTOWN, NY, US$2,000
Paid GrantCHAUTAUQUA LAKE ASSOCIATION INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)LAKEWOOD, NY, US$2,000
Paid GrantCHAUTAUQUA REGION COMMUNITY FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$2,000
Paid GrantYMCA OF JAMESTOWNDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$2,000
Paid GrantROBERT H JACKSON CENTER INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,900
Paid GrantAMERICAN RED CROSS - CHAUT CO CHAPTERDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,750
Paid GrantDOWNTOWN JAMESTOWN DEVELOPMENT CORPDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,500
Paid GrantJAMESTOWN BOYS & GIRLS CLUBDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,500
Paid GrantWNY PUBLIC BROADCASTING ASSOCIATION-WNED-FMTVDIRECTOR'SUNRESTRICTED GRANT501(C)(3)BUFFALO, NY, US$1,500
Paid GrantCOMMUNITY MUSIC PROJECTDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,400
Paid GrantJAMESTOWN AUDUBON SOCIETYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,400
Paid GrantCHAUTAUQUA CO HUMANE SOCIETYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,250
Paid GrantLUCILLE BALL LITTLE THEATRE OF JAMESTOWNDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,250
Paid GrantKIDDER MEMORIAL UNITED METHODIST CHURCHUNRESTRICTED GRANTDIRECTOR'S(ANGEL FOOD MINISTRY)501(C)(3)JAMESTOWN, NY, US$1,000
Paid GrantLAWSON BOATING HERITAGE CENTERDIRECTOR'SUNRESTRICTED GRANT501(C)(3)BEMUS POINT, NY, US$1,000
Paid GrantLUCILLE BALL-DESI ARNAZ CENTER INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,000
Paid GrantMANUFACTURING TECHNOLOGY INSTITUTEDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,000
Paid GrantWBFO PUBLIC RADIODIRECTOR'SUNRESTRICTED GRANT501(C)(3)BUFFALO, NY, US$1,000
Paid GrantWCA HOSPITALDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$1,000
Paid GrantYANAA INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)FALCONER, NY, US$1,000
Paid GrantHOSPICE CHAUTAUQUA COUNTYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)LAKEWOOD, NY, US$900
Paid GrantJAMESTOWN CONCERT ASSOCIATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$900
Paid GrantLUTHERAN SOCIAL SERVICES FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$900
Paid GrantJAMESTOWN COMMUNITY COLLEGE FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$800
Paid GrantREG LENNA CIVIC CENTERDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$800
Paid GrantCHAUTAUQUA REGIONAL YOUTH BALLETDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantCHAUTAUQUA REGIONAL YOUTH SYMPHONYDIRECTOR'SUNRESTRICTED GRANT501(c)(3)JAMESTOWN, NY, US$500
Paid GrantFALCONER PUBLIC LIBRARYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)FALCONER, NY, US$500
Paid GrantFIRST PRESBYTERIAN CHURCH - MINISTER'S FUNDDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantITALIAN AMERICAN CHARITY GOLF ASSOC INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantKIDNEY CONNECTION INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantLAKEWOOD MEMORIAL LIBRARYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)LAKEWOOD, NY, US$500
Paid GrantMEALS ON WHEELS OF THE JAMESTOWN AREADIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantONE HUNDRED MEMBER CLUB INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantWCA HOSPITAL FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$500
Paid GrantUNITARIAN UNIVERSALIST CONGREGATION - PIANO SALONUNRESTRICTED GRANTDIRECTOR'S(PIANO SALON)501(C)(3)JAMESTOWN, NY, US$400
Paid GrantFENTON HISTORY CENTERDISCRETIONARY GRANT -EXECUTIVE DIRECTOR'SCLN TRAINING501(C)(3)JAMESTOWN, NY, US$375
Paid GrantJOINT NEIGHBORHOOD PROJECTDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$300
Paid GrantALZHEIMER'S ASSOCIATION INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantAMERICA'S JR MISS SCHOLARSHIP FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantCAMP GROSS FOUNDATIONDIRECTOR'SUNRESTRICTED GRANT501(c)(3)CASSADAGA, NY, US$250
Paid GrantCHAUTAUQUA BLIND ASSOCIATION INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantINFINITY PERFORMING ARTS PROGRAM INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantLOVE INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantNATIONAL FIRE SAFETY COUNCIL INCDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantYWCA OF JAMESTOWNDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$250
Paid GrantCHAUTAUQUA WATERSHED CONSERVANCYDIRECTOR'SUNRESTRICTED GRANT501(C)(3)NORTH MAIN ST, NY, US$200
Paid GrantFENTON HISTORY CENTERDIRECTOR'SUNRESTRICTED GRANT501(C)(3)JAMESTOWN, NY, US$200
Filing and Contact Details

Filer

EIN
16-6030502
Raw XML AppendixShowing 400 of 1,818 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount08500
AccountingFeesSchedule/AccountingFees/Category0BAHGAT & LAURITO-BAHGAT, CPAS ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps04250
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome04250
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/ComputationMethod2SL
DepreciationSchedule/Depreciation/ComputationMethod3SL
DepreciationSchedule/Depreciation/ComputationMethod4SL
DepreciationSchedule/Depreciation/ComputationMethod5SL
DepreciationSchedule/Depreciation/ComputationMethod6SL
DepreciationSchedule/Depreciation/ComputationMethod7SL
DepreciationSchedule/Depreciation/ComputationMethod8SL
DepreciationSchedule/Depreciation/ComputationMethod9SL
DepreciationSchedule/Depreciation/ComputationMethod10SL
DepreciationSchedule/Depreciation/CostOrOtherBasis0940
DepreciationSchedule/Depreciation/CostOrOtherBasis1202
DepreciationSchedule/Depreciation/CostOrOtherBasis2660
DepreciationSchedule/Depreciation/CostOrOtherBasis3296
DepreciationSchedule/Depreciation/CostOrOtherBasis4699
DepreciationSchedule/Depreciation/CostOrOtherBasis51035
DepreciationSchedule/Depreciation/CostOrOtherBasis61879
DepreciationSchedule/Depreciation/CostOrOtherBasis73890
DepreciationSchedule/Depreciation/CostOrOtherBasis836179
DepreciationSchedule/Depreciation/CostOrOtherBasis919449
DepreciationSchedule/Depreciation/CostOrOtherBasis1048000
DepreciationSchedule/Depreciation/CurrentYearExpense0375
DepreciationSchedule/Depreciation/CurrentYearExpense1556
DepreciationSchedule/Depreciation/CurrentYearExpense22584
DepreciationSchedule/Depreciation/CurrentYearExpense3972
DepreciationSchedule/Depreciation/CurrentYearExpense42400
DepreciationSchedule/Depreciation/DateAcquired01986-11-25
DepreciationSchedule/Depreciation/DateAcquired11995-06-01
DepreciationSchedule/Depreciation/DateAcquired21998-06-01
DepreciationSchedule/Depreciation/DateAcquired32000-06-01
DepreciationSchedule/Depreciation/DateAcquired42003-10-03
DepreciationSchedule/Depreciation/DateAcquired52005-06-23
DepreciationSchedule/Depreciation/DateAcquired62007-03-06
DepreciationSchedule/Depreciation/DateAcquired72010-03-16
DepreciationSchedule/Depreciation/DateAcquired82011-04-01
DepreciationSchedule/Depreciation/DateAcquired92011-04-01
DepreciationSchedule/Depreciation/DateAcquired102011-04-01
DepreciationSchedule/Depreciation/DescriptionOfProperty0TYPEWRITER
DepreciationSchedule/Depreciation/DescriptionOfProperty1FILE
DepreciationSchedule/Depreciation/DescriptionOfProperty2ALARM SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty3PAPER SHREDDER
DepreciationSchedule/Depreciation/DescriptionOfProperty4OKIFAX MODEL 4580 FAX MACHINE
DepreciationSchedule/Depreciation/DescriptionOfProperty5FIREPROOF CABINET
DepreciationSchedule/Depreciation/DescriptionOfProperty6SPARTAN SMY15WL NOTEBOOK COMPUTER
DepreciationSchedule/Depreciation/DescriptionOfProperty7SAMSUNG CLX8380ND COPIER
DepreciationSchedule/Depreciation/DescriptionOfProperty8FURNITURE & FIXTURES
DepreciationSchedule/Depreciation/DescriptionOfProperty9NEW OFFICE RENOVATIONS
DepreciationSchedule/Depreciation/DescriptionOfProperty10LEASEHOLD IMPROVEMENTS
DepreciationSchedule/Depreciation/Life05.00
DepreciationSchedule/Depreciation/Life15.00
DepreciationSchedule/Depreciation/Life25.00
DepreciationSchedule/Depreciation/Life35.00
DepreciationSchedule/Depreciation/Life47.00
DepreciationSchedule/Depreciation/Life55.00
DepreciationSchedule/Depreciation/Life65.00
DepreciationSchedule/Depreciation/Life77.00
DepreciationSchedule/Depreciation/Life87.00
DepreciationSchedule/Depreciation/Life910.00
DepreciationSchedule/Depreciation/Life1010.00
DepreciationSchedule/Depreciation/PriorYearsDepreciation0940
DepreciationSchedule/Depreciation/PriorYearsDepreciation1202
DepreciationSchedule/Depreciation/PriorYearsDepreciation2660
DepreciationSchedule/Depreciation/PriorYearsDepreciation3296
DepreciationSchedule/Depreciation/PriorYearsDepreciation4699
DepreciationSchedule/Depreciation/PriorYearsDepreciation51035
DepreciationSchedule/Depreciation/PriorYearsDepreciation61441
DepreciationSchedule/Depreciation/PriorYearsDepreciation7278
DistributionFromCorpusElection/Election0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 3.4942(A)-3(D)(2), RALPH C. SHELDON FOUNDATION INC. ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. BARCLAY O. WELLMAN, PRESIDENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0156629
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis149165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis24952
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis346080
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis448173
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5107946
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis6125882
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis727168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis8691692
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis91093708
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0196123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice149442
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice26245
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice347305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice456487
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice5120000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice6140000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice745939
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice8707665
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice91159752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice103843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1125102
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1229705
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1312603
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name01,618.62 SHS 500 INDEX FUND ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11,159.357 SHS EQUITY INCOME FUND ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2101.528 SHS INTERNATIONAL GROWTH ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31,109.001 SHS GROWTH AND INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4823.306 SHS EXPLORER FUND ADMIRAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name54,312.485 SHS INFLATION-PROTECT SEC ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name611,840.423 SHS INTER-TERM BOND INDEX ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7487.313 SHS MID-CAP INDEX FUND ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name8HUNTINGTON SHORT-TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9HUNTINGTON LONG-TERM SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10HUNTINGTON SHORT-TERM CAPITAL GAINS DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11HUNTINGTON LONG-TERM CAPITAL GAINS DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12VANGUARD CAPITAL GAINS DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13HUNTINGTON CAPITAL GAINS DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet039494
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1277
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet21293
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31225
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet48314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet512054
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet614118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet718771
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet815973
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet966044
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet103843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1125102
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1229705
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1312603
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue01445898
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1651918
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2120559
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV01603640
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1642513
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2120660
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0135,839.965 SHS INTERMEDIATE-TERM BOND INDEX FUND VANGUARD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond160,216.804 SHS MANNING & NAPIER CORE PLUS BOND SERIES
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond211,714.604 SHS MANNING & NAPIER HIGH YIELD BOND SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0770295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1352027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2758799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3727700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41234976
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5457684
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6244337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue784355
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8259344
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9401888
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue106463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1120547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1240388
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue136944
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue147705
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue156682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1626237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue177067
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1822787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1950537
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2041362
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2120699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2221927
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2340560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2451027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2514715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2634057
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2718393
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2828840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2924780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3034066
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3124299
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3225232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3333711
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3459959
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3533682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3614277
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3727206
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3851346
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3918580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4033146
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4136618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4231344
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4372726
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4434797
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4528604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4660243
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4718552
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4822937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4921374
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5037255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5116502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5221488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5338256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5419263
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5538158
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5630609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5718219
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5826899
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5951466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6029732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6131422
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6252221
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6366119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6461892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue65128432
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6662380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6778600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6871959
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6935214
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7034025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7169822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0833919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1399848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2789463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3803731
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41477877
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5487851
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6390721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV762091
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8390942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9540984
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV106897
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1122170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1227675
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV137051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV146591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV158000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1627600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV177508
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1823239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1940986
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2034264
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2122349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2222416
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2331720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2461250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2514810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2627482
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2725189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2836239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2926884
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3038213
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3123300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3222503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3333619
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3473500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3531215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3617233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3729436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3861438
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3915210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4031856
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4140231
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4237003
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4360930
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4430503
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4537049
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4677508
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4729826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4833914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4929444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5037709
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5114614
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5222548
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5337742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5421858
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5533641
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5635863
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5717440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5831130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5951120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6030740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6123717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6264464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6374295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6465416
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV65112412
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6650629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6783827
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6865429
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6934652
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7033800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7176056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock018,164.217 SHS EQUITY INCOME FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16,016.373 SHS EXPLORER FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock218,261.925 SHS GROWTH AND INCOME FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock329,005.105 SHS INFLATION-PROECT SEC ADM VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock412,762.327 SHS 500 INDEX FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59,383.559 SHS INTERNATIONAL GROWTH FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64,382.736 SHS MID-CAP INDEX FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73,202.239 SHS PRECIOUS METALS & MINING VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84,758.879 SHS REIT INDEX FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock924,770.343 SHS TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10100 SHS ALEXANDRIA REAL ESTATE EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11470 SHS AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121,390 SHS BANK OF AMERICA MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13390 SHS BIOMED REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14310 SHS CORPORATE OFFICE PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15120 SHS DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock161,150 SHS DISCOVER FINANCIAL SVS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17310 SHS DUPONT FABROS TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18690 SHS MOODY'S CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock193,640 SHS SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20850 SHS STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock211,180 SHS ALLSCRIPTS HEALTHCARE SOLUTIONS, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22300 SHS BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock235,940 SHS BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock241,000 SHS CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25200 SHS WATERS CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock261,990 SHS QIAGEN NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27360 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28970 SHS KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock291,110 SHS KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock301,140 SHS UNILEVER PLC ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31620 SHS AMC NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32130 SHS AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock331,030 SHS CARNIVAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock341,960 SHS WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35730 SHS DIRECTV CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36420 SHS LIBERTY GLOBAL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock371,650 SHS NEWS CORP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock381,700 SHS TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39230 SHS TOYOTA MTR LTD COM 2 ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock401,490 SHS VIRGIN MEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41660 SHS ANHEUSER-BUSCH INBEV NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock421,220 SHS AUTODESK INC W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock433,370 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock442,350 SHS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock451,720 SHS EMC CORP/MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46120 SHS GOOGLE INC - CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4780 SHS MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48620 SHS QUALCOMM INC W 1 RT P/S EXP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49290 SHS VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock502,320 SHS TELENOR ASA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51920 SHS AMADEUS IT HOLDINGS SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52270 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53380 SHS FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54300 SHS NORFOLK SOUTHERN CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock553,930 SHS SOUTHWEST AIRLINES CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56490 SHS UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5760 SHS SYNGENTA AG-REG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58640 SHS BAKER HIGHES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59900 SHS HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60450 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock611,620 SHS WEATHERFORD INTL LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62920 SHS MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock638,887 SHS MANNING & NAPIER SMALL CAP SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock646,332.597 SHS MANNING & NAPIER TECHNOLOGY SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6514,791.104 SHS MANNING & NAPIER INTERNATIONAL SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock667,636.412 SHS MANNING & NAPIER WORLD OPPORTUNITIES SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock677,655.453 SHS MANNING & NAPIER LIFE SCIENCES SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6812,391.881 SHS MANNING & NAPIER FINANCIAL SERVICES SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock693,521.573 MANNING & NAPIER EMERGING MARKET SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock703,397 SHS MANNING & NAPIER INFLATION FOCUS EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock716,012.356 SHS MANNING & NAPIER REAL ESTATE SERIES
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0329062
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0332621
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0304476
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0248816
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03289
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome03912
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0556581
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome03912
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0560493
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps04250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss08500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0248816
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps042602
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm042602
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss085204
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02268600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02268600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01558500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss06887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0304476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0304476
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-385769
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02600211
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03289
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03289
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps0901
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0902
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01803
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0248816
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0426328
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps06715
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm06715
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss013430
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps018031
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm018031
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss036062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps07164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss014323
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss03912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm024650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss024650
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps011438
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm011439

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.70$2.77$0.07
2023Summary only. Only limited summary data is available for this year.$11.2$0.00$2.36$3.33$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$2.90$2.60$0.31
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$3.34$2.49$0.84
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$2.56$2.22$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$2.46$2.07$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$2.71$2.65$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.01$10.3$2.58$2.51$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.01$10.1$2.19$2.56$0.36
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.17$2.61$0.45
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.36$2.72$0.64
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.47$2.32$0.15
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$2.16$2.31$0.16
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$2.50
2010Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$2.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $10M-$25M nonprofits