Civic Intelligence

Anton E B Schefer Foundation

990PF • Fiscal year 2018 • EIN 27-3799685

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 28, 2019

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.

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

96th percentile

108%

Faster asset growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1995%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,285,359

Up $666,145 (+108%) from 2017

Net Assets

Up

$1,285,359

Up $666,145 (+108%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$993,588

Up $946,165 (+1995%) from 2017

Expenses

Down

$327,443

Down $113,205 (-26%) from 2017

Net Income

Up

$666,145

Up $1,059,370 (+269%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $210,008Liabilities 2012: $0Net Assets 2012: $210,0082012Assets 2013: $341,040Liabilities 2013: $0Net Assets 2013: $341,0402013Assets 2014: $330,142Liabilities 2014: $0Net Assets 2014: $330,1422014Assets 2015: $173,600Liabilities 2015: $0Net Assets 2015: $173,6002015Assets 2016: $1,012,439Liabilities 2016: $0Net Assets 2016: $1,012,4392016Assets 2017: $619,214Liabilities 2017: $0Net Assets 2017: $619,2142017Assets 2018: $1,285,359Liabilities 2018: $0Net Assets 2018: $1,285,3592018Assets 2019: $1,839,213Liabilities 2019: $0Net Assets 2019: $1,839,2132019Assets 2020: $1,346,689Liabilities 2020: $0Net Assets 2020: $1,346,6892020Assets 2021: $1,412,285Liabilities 2021: $0Net Assets 2021: $1,412,2852021Assets 2022: $1,390,713Liabilities 2022: $0Net Assets 2022: $1,390,7132022Assets 2023: $1,219,997Liabilities 2023: $0Net Assets 2023: $1,219,9972023Assets 2024: $1,427,117Liabilities 2024: $0Net Assets 2024: $1,427,1172024

Highlighted filing

2018

Assets$1,285,359
Liabilities$0
Net Assets$1,285,359

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $02012Revenue 2013: $165,053Expenses 2013: $34,021Net Income 2013: $131,0322013Revenue 2014: $118,130Expenses 2014: $129,028Net Income 2014: -$10,8982014Revenue 2015: $110,033Expenses 2015: $266,575Net Income 2015: -$156,5422015Revenue 2016: $1,193,014Expenses 2016: $354,175Net Income 2016: $838,8392016Revenue 2017: $47,423Expenses 2017: $440,648Net Income 2017: -$393,2252017Revenue 2018: $993,588Expenses 2018: $327,443Net Income 2018: $666,1452018Revenue 2019: $805,051Expenses 2019: $251,197Net Income 2019: $553,8542019Revenue 2020: -$473,767Expenses 2020: $18,757Net Income 2020: -$492,5242020Revenue 2021: $573,735Expenses 2021: $508,139Net Income 2021: $65,5962021Revenue 2022: $134,515Expenses 2022: $156,087Net Income 2022: -$21,5722022Revenue 2023: $72,206Expenses 2023: $242,922Net Income 2023: -$170,7162023Revenue 2024: $460,222Expenses 2024: $253,102Net Income 2024: $207,1202024

Highlighted filing

2018

Revenue$993,588
Expenses$327,443
Net Income$666,145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 28, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Winston Dalton MeadeDir, Treas-$0--
Elizabeth Alexandra Meade CodraroDir, Sec-$0--
Okla Basil Meade JrDir, Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCELenox-Conyngham Scholarship FundPCCHARLOTTESVILLE, VA, US$110,500
Paid GrantCAMBRIDGE IN AMERICATrinity College (Cambridge) Scholarship FundPCNEW YORK, NY, US$98,486
Paid GrantTRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEWResearch InitiativePCNEW YORK, NY, US$33,333
Paid GrantCHAPEL & YORK FOUNDATION INCRaleigh 400 InitiativePCNEW YORK, NY, US$33,117
Paid GrantCAMBRIDGE IN AMERICAFitzwilliam College Student Support FundPCNEW YORK, NY, US$21,500
Paid GrantCAMBRIDGE IN AMERICAGirton College Student Support FundPCNEW YORK, NY, US$15,000
Paid GrantUNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCELenox-Conyngham Scholarship FundPCCHARLOTTESVILLE, VA, US$8,000
Paid GrantFUNDACION AMISTAD INCGeneral & UnrestrictedPCNEW YORK, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
Anton E B Schefer Foundation
EIN
27-3799685
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ola Basil Meade Jr
Title
president
Phone
8008391754
Signed
2019-03-28
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
Raw XML Appendix373 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Okla Basil Meade Jr
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7110500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Fitzwilliam College Student Support Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Girton College Student Support Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Trinity College (Cambridge) Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Raleigh 400 Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Research Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Lenox-Conyngham Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Lenox-Conyngham Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHAPEL & YORK FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FUNDACION AMISTAD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01120 AVE OF THE AMERICAS 17TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11120 AVE OF THE AMERICAS 17TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21120 AVE OF THE AMERICAS 17TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3641 LEXINGTON AVE 15TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4419 LAFAYETTE ST 2ND FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5630 W 168TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 400173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 400173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0403517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0347830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0259028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0114999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01427259
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0301885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0403517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0347830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0259028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0114999
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0325936
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0301885
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01450730
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01148845
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Anton Schefer Trust dtd 12312009
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06 Ampthill Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Richmond
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023226
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0975000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $320,936. This amount represents over 25% of the Foundation's net assets of $626,945 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01345
TaxesSchedule/TaxesDetail/Amt096
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2017
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OLA BASIL MEADE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anton E B Schefer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANTO
ReturnHeader/Filer/EIN0273799685
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C5E5A4654C1C37B4810F575F1A1D05F0CA21AED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520191005000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.30.129.181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-04-10T14:01:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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