The Giving Tree Foundation

990PF • Fiscal year 2016 • EIN 26-0379056

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 29, 2017

Organization Profile

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-30%

Higher net margin than 15% of similar nonprofits.

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

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

-1.7%

Faster asset growth than 43% of similar nonprofits.

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

-33%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$445,549

Down $7,715 (-1.7%) from 2015

Net Assets

Down

$445,549

Down $7,715 (-1.7%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin15th percentile

Revenue

Down

$25,597

Down $12,523 (-33%) from 2015

Expenses

$33,312

Up $11,947 (+56%) from 2015

Net Income

Down

-$7,715

Down $24,470 (-146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2016

Assets$445,549

Liabilities$0

Net Assets$445,549

Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

Highlighted filing

2016

Revenue$25,597

Expenses$33,312

Net Income-$7,715

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Mar 29, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kaitlin Leigh Barry	VP / Director	-	$0	-	-
Karen A Thurman	Pres / Director / Sec	-	$0	-	-
Kyle Joseph Thurman	VP / Director	-	$0	-	-
Kelly Ann Thurman	VP / Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Giving Tree Foundation
EIN: 26-0379056
In Care Of: % Foundation Source
Phone: 8008391754
Address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name: Karen a Thurman
Title: president
Phone: 8008391754
Signed: 2017-03-29
Discuss with paid preparer: Yes

Preparer

Firm: Foundation Source
Address: One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer: Jeffrey D Haskell
Phone: 8008391754

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	35008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	56998
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	LOOMIS SAYLES FDS STRATEGIC IN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Karen A Thurman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Kyle Joseph Thurman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Kelly Ann Thurman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Pres / Dir / Sec
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Karen A Thurman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	GIFFT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	00831
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	11099
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	19626
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	23352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	12253
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	19626
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	5000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1865
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1865
TaxesSchedule/TaxesDetail/Amt	0	722
TaxesSchedule/TaxesDetail/CategoryTxt	0	990-PF Excise Tax for 2015
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KAREN A THURMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	president
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Giving Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	GIVI
ReturnHeader/Filer/EIN	0	260379056
ReturnHeader/Filer/InCareOfNm	0	% Foundation Source
ReturnHeader/Filer/PhoneNum	0	8008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm	0	Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	A03CA8425FE017993163D7917FD3F5FFAC126974
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	06391520171045000030
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2017-04-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	108.14.9.153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey D Haskell
ReturnHeader/ReturnTs	0	2017-04-14T12:43:42-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $445,549
Liabilities: $0
Net assets: $445,549
Revenue: $25,597
Expenses: $33,312
Net income: -$7,715

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.99	$0.00	$4.99	$0.16	$0.58	$0.42
2023Detailed filing. Detailed filing data is available for this year.	$5.41	$0.00	$5.41	$0.26	$0.58	$0.33
2022Detailed filing. Detailed filing data is available for this year.	$5.74	$0.00	$5.74	$0.37	$0.81	$0.44
2021Detailed filing. Detailed filing data is available for this year.	$6.18	$0.00	$6.18	$2.94	$0.81	$2.13
2020Detailed filing. Detailed filing data is available for this year.	$4.04	$0.00	$4.04	$0.11	$0.51	$0.39
2019Detailed filing. Detailed filing data is available for this year.	$4.44	$0.00	$4.44	$0.27	$0.56	$0.28
2018Detailed filing. Detailed filing data is available for this year.	$4.72	$0.00	$4.72	$1.15	$0.75	$0.40
2017Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.49	$0.63	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$4.46	$0.00	$4.46	$0.26	$0.33	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$4.53	$0.00	$4.53	$0.38	$0.21	$0.17
2014Detailed filing. Detailed filing data is available for this year.	$4.37	$0.00	$4.37	$0.35	$0.33	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$4.35	$0.00	$4.35	$0.34	$0.26	$0.09
2012Detailed filing. Detailed filing data is available for this year.	$4.26	$0.00	$4.26		$0.23
2011Detailed filing. Detailed filing data is available for this year.	$4.35	$0.00	$4.35		$0.19
2010Detailed filing. Detailed filing data is available for this year.	$4.48	$0.00	$4.48		$0.13