Civic Intelligence

The William D Blair Charitable Foundation

EIN 23-7772187 • Bethesda, MD

4915 HAMPDEN LANE Suite PH2Bethesda, MD 20814
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

6th percentile

-464%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

340%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $787,247 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $785,847 (-100%) from 2018

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Up

$169,893

Up $131,279 (+340%) from 2018

Expenses

Up

$958,140

Up $896,189 (+1447%) from 2018

Net Income

Down

-$788,247

Down $764,910 (-3278%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2014: $697,762Liabilities 2014: $0Net Assets 2014: $697,7622014Assets 2015: $704,452Liabilities 2015: $0Net Assets 2015: $704,4522015Assets 2016: $672,877Liabilities 2016: $0Net Assets 2016: $672,8772016Assets 2017: $809,184Liabilities 2017: $0Net Assets 2017: $809,1842017Assets 2018: $787,247Liabilities 2018: $0Net Assets 2018: $785,8472018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $147,161Expenses 2014: $56,050Net Income 2014: $91,1112014Revenue 2015: $70,739Expenses 2015: $63,872Net Income 2015: $6,8672015Revenue 2016: $23,288Expenses 2016: $54,863Net Income 2016: -$31,5752016Revenue 2017: $230,187Expenses 2017: $94,125Net Income 2017: $136,0622017Revenue 2018: $38,614Expenses 2018: $61,951Net Income 2018: -$23,3372018Revenue 2019: $169,893Expenses 2019: $958,140Net Income 2019: -$788,2472019

Highlighted filing

2019

Revenue$169,893
Expenses$958,140
Net Income-$788,247
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$169,893
Expenses
$958,140
Net income
-$788,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.70$9.58$7.88
2018Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.86$0.39$0.62$0.23
2017Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$2.30$0.94$1.36
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.23$0.55$0.32
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.71$0.64$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.47$0.56$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 27, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH BLAIR JONESTrustee-$0--
JANE B GELSTONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY INVESTMENTS CHARITABLE GIFT FUNDCHARITABLEPCBOSTON, MA, US$449,120
Paid GrantSCHWAB CHARITABLE FUNDCHARITABLEPCSAN FRANCISCO, CA, US$449,120
Paid GrantAUDUBON NATURALIST SOCIETYCONSERVATION/ENVIRONMENTPCCHEVY CHASE, MD, US$11,000
Paid GrantEAST COOPER LAND TRUSTENVIRONMENT/POPULATIONPCNORTHVILLE, NY, US$4,000
Paid GrantAMERICAN COUNCIL FOR INTERNATIONAL EDUCATIONEDUCATIONPCWASHINGTON, DC, US$3,000
Paid GrantNATURE CONSERVANCYCONSERVATION/ENVIRONMENTPCARLINGTON, VA, US$3,000
Paid GrantGRACE EPISCOPAL CHURCHCULTURAL/MISCPCCHARLESTON, SC, US$3,000
Paid GrantNATURE CONSERVANCY - MDDCCONSERVATION/ENVIRONMENTPCBETHESDA, MD, US$2,500
Paid GrantDC SCHOOL OF LAW FOUNDATIONFELLOWSHIPSPCWASHINGTON, DC, US$2,500
Paid GrantCHARLESTON ANIMAL SOCIETYRELIEFPCNORTH CHARLESTON, SC, US$2,000
Paid GrantEAST COOPER OUTREACHRELIEFPCMT PLEASANT, SC, US$2,000
Paid GrantMY SISTER'S HOUSEPROGRAM SUPPORTPCWASHINGTON, DC, US$2,000
Paid GrantNATURE CONSERVANCY - MAINECONSERVATION/ENVIRONMENTPCBRUNSWICK, ME, US$1,500
Paid GrantVINALHAVEN LAND TRUSTCONSERVATION/ENVIRONMENTPCVINALHAVEN, ME, US$1,500
Paid GrantBLAIR HOUSE RESTORATION FUNDCULTURAL/MISC.PCWASHINGTON, DC, US$1,000
Paid GrantISLANDS COMMUNITY MEDICAL SERVICESRELIEFPCVINALHAVEN, ME, US$1,000
Paid GrantUNION CHURCHCULTURAL/MISCPCVINALHAVEN, ME, US$1,000
Paid GrantCHARLESTON SYMPHONY ORCHESTRAPROGRAM SUPPORTPCCHARLESTON, SC, US$1,000
Paid GrantONE 80 PLACEPROGRAM SUPPORTPCCHARLESTON, SC, US$1,000
Paid GrantPURNELL SCHOOLPROGRAM SUPPORTPCPOTTERSVILLE, NJ, US$1,000
Paid GrantISLAND INSTITUTEEDUCATIONPCROCKLAND, ME, US$500
Paid GrantVINALHAVEN ELDERCARE SERVICESRELIEFPCVINALHAVEN, ME, US$500
Filing and Contact Details

Filer

Filer Name
The William D Blair Charitable Foundation
EIN
23-7772187
In Care Of
% ELIZABETH BLAIR JONES
Phone
3013203518
Address
4915 HAMPDEN LANE Suite PH2, BETHESDA, MD 20814

Signing Officer

Name
Elizabeth Blair Jones
Title
Trustee
Phone
3013203518
Signed
2020-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
Raw XML AppendixShowing 400 of 528 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.

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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE FOUNDATION DISTRIBUTED THE REMAINING CASH ASSETS TO THE FIDELITY INVESTMENT CHARITABLE GIFT FUND AT DISSOLUTION.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1THE FOUNDATION DISTRIBUTED THE REMAINING CASH ASSETS TO THE SCHWAB CHARITABLE FUND AT DISSOLUTION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BLAIR HOUSE RESTORATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ISLAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ISLANDS COMMUNITY MEDICAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NATURE CONSERVANCY - MAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NATURE CONSERVANCY - MDDC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9UNION CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21SCHWAB CHARITABLE FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt051 POTTERSVILLE RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ROCKLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9VINALHAVEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11VINALHAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12NORTH CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15MT PLEASANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19POTTERSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY

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