Civic Intelligence

Linlundh Foundation Co Bakertilly LLP

990PF • Fiscal year 2012 • EIN 26-1099081

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 06, 2013

Organization Profile
1800 Byberry Road Suite 110019006-3523
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

86th percentile

18%

Faster asset growth than 86% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$13,010,011

Up $1,960,943 (+18%) from 2011

Net Assets

Up

$13,010,011

Up $1,960,943 (+18%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$694,270

Up $29,094 (+4.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40M$30M$20M$10M$0Assets 2010: $10,722,914Liabilities 2010: $0Net Assets 2010: $10,722,9142010Assets 2011: $11,049,068Liabilities 2011: $0Net Assets 2011: $11,049,0682011Assets 2012: $13,010,011Liabilities 2012: $0Net Assets 2012: $13,010,0112012Assets 2013: $16,204,510Liabilities 2013: $0Net Assets 2013: $16,204,5102013Assets 2014: $17,787,856Liabilities 2014: $0Net Assets 2014: $17,787,8562014Assets 2015: $19,026,737Liabilities 2015: $0Net Assets 2015: $19,026,7372015Assets 2016: $21,102,367Liabilities 2016: $0Net Assets 2016: $21,102,3672016Assets 2017: $29,800,021Liabilities 2017: $0Net Assets 2017: $29,800,0212017Assets 2018: $29,042,835Liabilities 2018: $0Net Assets 2018: $29,042,8352018Assets 2019: $30,898,916Liabilities 2019: $0Net Assets 2019: $30,898,9162019Assets 2020: $30,668,106Liabilities 2020: $0Net Assets 2020: $30,668,1062020Assets 2021: $26,974,319Liabilities 2021: $0Net Assets 2021: $26,974,3192021Assets 2022: $26,161,079Liabilities 2022: $0Net Assets 2022: $26,161,0792022Assets 2023: $26,033,038Liabilities 2023: $0Net Assets 2023: $26,033,0382023Assets 2024: $26,938,326Liabilities 2024: $0Net Assets 2024: $26,938,3262024

Highlighted filing

2012

Assets$13,010,011
Liabilities$0
Net Assets$13,010,011
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $462,1002010Expenses 2011: $665,1762011Expenses 2012: $694,2702012Revenue 2013: $3,692,319Expenses 2013: $752,114Net Income 2013: $2,940,2052013Revenue 2014: $2,728,644Expenses 2014: $847,190Net Income 2014: $1,881,4542014Revenue 2015: $2,530,350Expenses 2015: $1,138,024Net Income 2015: $1,392,3262015Revenue 2016: $3,165,743Expenses 2016: $1,053,540Net Income 2016: $2,112,2032016Revenue 2017: $10,672,826Expenses 2017: $1,656,844Net Income 2017: $9,015,9822017Revenue 2018: $2,547,234Expenses 2018: $2,401,618Net Income 2018: $145,6162018Revenue 2019: $3,513,292Expenses 2019: $2,684,492Net Income 2019: $828,8002019Revenue 2020: $4,465,377Expenses 2020: $2,728,881Net Income 2020: $1,736,4962020Revenue 2021: $5,576,892Expenses 2021: $9,270,679Net Income 2021: -$3,693,7872021Revenue 2022: $1,675,995Expenses 2022: $2,489,235Net Income 2022: -$813,2402022Revenue 2023: $2,506,409Expenses 2023: $2,634,450Net Income 2023: -$128,0412023Revenue 2024: $2,698,694Expenses 2024: $2,442,234Net Income 2024: $256,4602024

Highlighted filing

2012

Revenue-
Expenses$694,270
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KURT H ASPLUNDHTrustee-$0--
MARTHA L ASPLUNDHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRYN ATHYN CHURCHEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$190,000
Paid GrantACADEMY OF THE NEW CHURCHEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$153,300
Paid GrantGENERAL CHURCH OF THE NEW JERUSALEMEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$104,100
Paid GrantACADEMY OF THE NEW CHURCH PITTSBURGH NEW CHURCHEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$25,000
Paid GrantNATIONAL DOWN SYNDROME CONGRESSEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)ATLANTA, GA, US$25,000
Paid GrantAMERICARESEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)STAMFORD, CT, US$18,000
Paid GrantHOLY REDEEMER FOUNDATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)MEADOWBROOK, PA, US$12,000
Paid GrantPHILABUNDANCEEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)PHILADELPHIA, PA, US$10,000
Paid GrantHERITAGE FOUNDATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)WASHINGTON, DC, US$7,000
Paid GrantBRYN ATHYN FIRE AND AMBULANCE COEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$6,000
Paid GrantHOME FOR OUR TROOPSEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)TAUNTON, MA, US$6,000
Paid GrantDISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUSTEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)COLD SPRING, KY, US$5,000
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)NEW YORK, NY, US$5,000
Paid GrantSHORE MEMORIAL HEALTH FOUNDATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)MAYS LANDING, NJ, US$5,000
Paid GrantSWENDENBORG SOCIETYEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$4,500
Paid GrantACADEMY OF THE NEW CHURCH PHILADELPHIA KOREAN NEW CHURCH & ASIA MISSIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$4,000
Paid GrantDEVELOPMENTAL ENTERPRISES CORPORATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)NORRISTOWN, PA, US$4,000
Paid GrantDELL CHILDREN'S MEDICAL CENTEREDUCATIONAL & COMMUNITY PURPOSES501(C)(3)AUSTIN, TX, US$3,000
Paid GrantPARKINSONS DISEASE CENTER PENNSYLVANIA HOSPITALEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)PHILADELPHIA, PA, US$3,000
Paid GrantBOY SCOUTS - BYRN ATHYN TROOP 97EDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BRYN ATHYN, PA, US$2,500
Paid GrantHILLSDALE COLLEGEEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)HILLSDALE, MI, US$2,000
Paid GrantSPECIAL OLYMPICS - PENNSYLVANIAEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)NORRISTOWN, PA, US$2,000
Paid GrantTHE JEFFERSON FOUNDATIONEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)PHILADELPHIA, PA, US$2,000
Paid GrantABINGTON ART CENTEREDUCATIONAL & COMMUNITY PURPOSES501(C)(3)JENKINTOWN, PA, US$1,500
Paid GrantUNIVERSITY OF COLORADOEDUCATIONAL & COMMUNITY PURPOSES501(C)(3)BOULDER, CO, US$1,000
Filing and Contact Details

Filer

EIN
26-1099081
Raw XML AppendixShowing 400 of 812 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/Amount04270
AccountingFeesSchedule/AccountingFees/Category0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02135
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02135
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0152174
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue125159
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue28457
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0178689
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV125588
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV28690
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BOND - PRINCETON UNIVERSITY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2METROPOLITAN WEST HIGH YIELD BOND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1297026
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3181581
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4479490
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6155693
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8913
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue998666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10178373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1145064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1213878
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13197443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14276839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1512459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1616465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV05794969
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1506302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4675463
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ISHARES RUSSELL 3000 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AVENUE STRATEGIC PARTNERS, LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES MSCI ACWI EX US INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5USGI GLOBAL RESOURCES FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6RS GLOBAL NATURAL RESOURCES FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7VANGUARD EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8PPG INDUSTRIES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10PIMCO SHORT TERM FUND INSTL
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InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0103321
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0121996
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue014691
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV014635
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01936033
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11294934
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2282680
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3850000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SCS US EQUITY FD AKA SCS EQUITY STRATEGIES FUND,
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1SCS INTL EQTY FD AKA NAVIGATOR FUND,
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2SCS FIXED INCOME STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3SCS SPECIAL SITUATIONS FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01908682
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11287647
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2282321
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount051364
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0338054
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount013988
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0444298
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04270
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0338054
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01950000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm082
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss082
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0STATE STREE BANK #4736594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1STATE STREE BANK #4736594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2STATE STREE BANK #4736594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3SCS K1 FIXED INCOME STRATEGIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SCS K1 US EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5SCS K1 INTERNATIONAL EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6STATE STREE BANK #4736594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-21924
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2182689
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6117718
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses09733
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-21924
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2182689
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses53634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6117718
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0638751
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1206979
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2926133
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32022
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice442849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice53634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6352267
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice71333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01700028
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases017644
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0278559
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal013027655
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY011049068
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY013010011
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0627148
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0627148
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0627148
IRS990PF/DistributableAmount/MinimumInvestmentReturn0630666
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03518
IRS990PF/DistributableAmount/TotalTax03518
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment03511
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07029
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY014356401
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets012805407
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0343459
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities012461948
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0192081
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0630666
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets012613326
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets012805407
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10STATE STREE BANK SCS FINANCIAL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation054079
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0INVESTMENT SERVICES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine10PO BOX 5300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode0022065300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KURT H ASPLUNDH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARTHA L ASPLUNDH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10653 WAVERLY LANE PO BOX 26
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11653 WAVERLY LANE PO BOX 26
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BRYN ATHYN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BRYN ATHYN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0190090026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1190090026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0361711
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0358193
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.028398
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049353
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.037630
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.050072
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.003407
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.001527
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets012613326
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1011827766
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2010780798
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear308572904
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear408805433
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506550798
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03518
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0603321
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10583734
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20405680
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30429264
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4030000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5010000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.141989
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0599803
IRS990PF/QualifyingDistributions/ExpensesAndContributions0603321
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm03518
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0603321
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROWLAND M SMITH CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02159472100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101800 BYBERRY ROAD SUITE 1100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HUNTINGDON VALLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0190063523
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0KURT H ASPLUNDH
IRS990PF/SupplementaryInformation/ContributingManager1MARTHA L ASPLUNDH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1153300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount418000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6190000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount76000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount83000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount94000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11104100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount127000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount132000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1412000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1625000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount173000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1810000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount195000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount202000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount214500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount222000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount231000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount246000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7EDUCATIONAL & COMMUNITY PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATIONAL & COMMUNITY PURPOSES

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,010,011
Liabilities
$0
Net assets
$13,010,011
Revenue
-
Expenses
$694,270
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$2.70$2.44$0.26
2023Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$2.51$2.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$1.68$2.49$0.81
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.58$9.27$3.69
2020Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$4.47$2.73$1.74
2019Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$3.51$2.68$0.83
2018Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$2.55$2.40$0.15
2017Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$10.7$1.66$9.02
2016Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$3.17$1.05$2.11
2015Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$2.53$1.14$1.39
2014Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$2.73$0.85$1.88
2013Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$3.69$0.75$2.94
2012Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.69
2011Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.67
2010Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.46