Civic Intelligence

Harris & Frances Block Foundation Inc

990PF • Fiscal year 2014 • EIN 31-1784246

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 03, 2015

c/o Betsy Chodorkoff 491 Ennis HillMarshfield, VT 05658

(802) 426-3806

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$43,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$10,206,638

Up $1,378,734 (+16%) from 2013

Net Assets

Up

$10,198,523

Up $1,393,512 (+16%) from 2013

Liabilities

Down

$8,115

Down $14,778 (-65%) from 2013

Revenue

Up

$1,550,895

Up $313,641 (+25%) from 2013

Expenses

Up

$584,226

Up $46,860 (+8.7%) from 2013

Net Income

Up

$966,669

Up $266,781 (+38%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,282,492Liabilities 2011: $1,196Net Assets 2011: $6,281,2962011Assets 2012: $6,682,260Liabilities 2012: $2,292Net Assets 2012: $6,679,9682012Assets 2013: $8,827,904Liabilities 2013: $22,893Net Assets 2013: $8,805,0112013Assets 2014: $10,206,638Liabilities 2014: $8,115Net Assets 2014: $10,198,5232014Assets 2015: $9,825,406Liabilities 2015: $4,132Net Assets 2015: $9,821,2742015Assets 2016: $10,869,255Liabilities 2016: $2,238Net Assets 2016: $10,867,0172016Assets 2017: $12,636,707Liabilities 2017: $13,332Net Assets 2017: $12,623,3752017Assets 2018: $12,352,897Liabilities 2018: $4,442Net Assets 2018: $12,348,4552018Assets 2019: $13,694,907Liabilities 2019: $30,000Net Assets 2019: $13,664,9072019Assets 2020: $13,681,934Liabilities 2020: $0Net Assets 2020: $13,681,9342020Assets 2021: $13,894,652Liabilities 2021: $7,877Net Assets 2021: $13,886,7752021Assets 2022: $12,019,748Liabilities 2022: $3,383Net Assets 2022: $12,016,3652022Assets 2023: $11,368,953Liabilities 2023: $31,241Net Assets 2023: $11,337,7122023Assets 2024: $11,241,629Liabilities 2024: $3,710Net Assets 2024: $11,237,9192024

Highlighted filing

2014

Assets$10,206,638
Liabilities$8,115
Net Assets$10,198,523

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $417,2332011Expenses 2012: $453,8452012Revenue 2013: $1,237,254Expenses 2013: $537,366Net Income 2013: $699,8882013Revenue 2014: $1,550,895Expenses 2014: $584,226Net Income 2014: $966,6692014Revenue 2015: $1,365,200Expenses 2015: $691,604Net Income 2015: $673,5962015Revenue 2016: $1,461,793Expenses 2016: $750,005Net Income 2016: $711,7882016Revenue 2017: $2,252,983Expenses 2017: $610,145Net Income 2017: $1,642,8382017Revenue 2018: $1,842,805Expenses 2018: $725,423Net Income 2018: $1,117,3822018Revenue 2019: $1,151,276Expenses 2019: $923,449Net Income 2019: $227,8272019Revenue 2020: $831,969Expenses 2020: $842,800Net Income 2020: -$10,8312020Revenue 2021: $1,527,408Expenses 2021: $981,191Net Income 2021: $546,2172021Revenue 2022: $405,102Expenses 2022: $1,094,441Net Income 2022: -$689,3392022Revenue 2023: $439,464Expenses 2023: $1,017,824Net Income 2023: -$578,3602023Revenue 2024: $617,067Expenses 2024: $1,035,325Net Income 2024: -$418,2582024

Highlighted filing

2014

Revenue$1,550,895
Expenses$584,226
Net Income$966,669
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 3, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETSY M CHODORKOFFTreasurerPT$43,000-$43,000
NANCY M SLUYSPresident-$3,000-$3,000
DIANE MAURER SCHATZSecretary-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBlue Ridge Discovery CenterGeneral SupportPCIndependence, VA, US$15,000
Paid GrantBlue Ridge Environmental Defense LeagueEnvironmentalTurning the TideJustice CampaignPCGlendale Springs, NC, US$15,000
Paid GrantCenter for an Agricultural EconomyAccess andCommunity FoodEducationPCHardwick, VT, US$15,000
Paid GrantJunior Appalachaian Musicians IncGeneral SupportPCIndependence, VA, US$15,000
Paid GrantNew England Grassroots Environment FundGeneral SupportPCMontpelier, VT, US$15,000
Paid GrantPlanned Parenthood of NNEGeneral SupportPCBurlington, VT, US$15,000
Paid GrantSierra Club FoundationNew Power to the OldVirginia chapterDominion CampaignPCSan Francisco, CA, US$15,000
Paid GrantToxic Free North CarolinaGeneral SupportPCRaliegh, NC, US$15,000
Paid GrantVermont Natural Resource CenterGeneral SupportPCMontpelier, VT, US$15,000
Paid GrantVT Public Interest Research Group Ed FundEnergy FutureVermont's CleanProgramPCMontpelier, VT, US$15,000
Paid GrantMigrant JusticeWheelock MountainFarmPCBurlington, VT, US$12,000
Paid GrantCenter for Sustainable SystemsGeneral SupportPCMontpelier, VT, US$10,000
Paid GrantCitizens Awareness NetworkGeneral SupportPCShelburne Falls, MA, US$10,000
Paid GrantConnecticut AudubonprogramScience in NatureHartford Grades 4&5PCGlastonbury, CT, US$10,000
Paid GrantEarthWalkTeen CommunityEngagement ProgramPCPlainfield, VT, US$10,000
Paid GrantGlobal Greengrants FundNiger DeltaPCBoulder, CO, US$10,000
Paid GrantGreen Mountain Farm to SchoolGeneral SupportPCNewport, VT, US$10,000
Paid GrantInstitute for Policy StudiesOther WordsPCWashington, DC, US$10,000
Paid GrantIntervale CenterGleaning ProjectPCBurlington, VT, US$10,000
Paid GrantMinglewood Farm and Nature PreserveGeneral SupportPCWestfield, NC, US$10,000
Paid GrantNew Organizing Institute Ed Fund350.orgVTPCWashington, DC, US$10,000
Paid GrantPlanned Parenthood of the Rocky MountainsGeneral SupportPCDenver, CO, US$10,000
Paid GrantSalvation FarmsGleaningStatewideCooperativePCMorrisville, VT, US$10,000
Paid GrantSterling CollegeSustainable AgricultureRian Fried Center forand Food SystemsPCCraftsbury, VT, US$10,000
Paid GrantToxic Action CenterGeneral SupportPCMontpelier, VT, US$10,000
Paid GrantTwin Valley Senior CenterSenior CenterChallenge GrantPCMarshfield, VT, US$10,000
Paid GrantVermont Community Garden NetworkGarden Educationand OutreachPCBurlington, VT, US$10,000
Paid GrantVermont Works for WomenFood ServiceFRESHTraining ProgramPCWinooski, VT, US$10,000
Paid GrantWestern Colorado CongressGeneral SupportPCGrand Junction, CO, US$10,000
Paid GrantCinch CoaltionGeneral SupportPCWise, VA, US$10,000
Paid GrantElm Hill IncMaple HillFarm to TablePCPlainfield, VT, US$8,570
Paid GrantSustainable Energy Resources GroupGeneral SupportPCThetford, VT, US$8,500
Paid GrantComposting Association of VermontGeneral SupportPCTroy, VT, US$8,000
Paid GrantFriends of Kings County State ParkGeneral SupportPCClover, SC, US$8,000
Paid GrantDenver Urban GardensFarm to SchoolSprout City FarmsUrban GardensPCDenver, CO, US$7,500
Paid GrantHunger Free VermontAgriculture forCommunity SupportedLow Income VermontersPCSouth Burlington, VT, US$7,500
Paid GrantRutland Area Farm and Food LinkGeneral SupportPCRutland, VT, US$7,500
Paid GrantInstitute for Social EcologyGeneral SupportPCPlainfield, VT, US$7,000
Paid GrantPeace and Justice CenterFilm andCost of WarSpeaker SeriesPCBurlington, VT, US$7,000
Paid GrantChestnut Creek School of the ArtsAppalachianGalax JuniorMusiciansPCGalax, VA, US$5,000
Paid GrantUVM Agricultural CollegeCloser toHuertas,Home projectPCBurlington, VT, US$5,000
Paid GrantVermont Sustainable Jobs FundClose the LoopMaterialsPCEast Montpelier, VT, US$5,000
Paid GrantGreyston FoundationYonkers CommunityGardensPCYonkers, NY, US$4,000
Paid GrantGovernors Institute of VermontSummer FoodSystem InstitutePCSouth Burlington, VT, US$2,750
Paid GrantLocal MotionBike RecycleVermontPCBurlington, VT, US$1,000
Paid GrantRalston Valley Music BoosterGeneral SupportPCArvada, CO, US$1,000
Filing and Contact Details

Filer

Filer Name
Harris & Frances Block Foundation Inc
EIN
31-1784246
Phone
8024263806
Address
c/o Betsy Chodorkoff 491 Ennis Hill, Marshfield, VT 05658

Signing Officer

Name
Betsy Chodorkoff
Title
Executive Director
Phone
8024263806
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0566377
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020962
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-1607
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Ordinary loss from Partnerships
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Other partnership losses
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02181
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-686
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0730895
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0730895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013495
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0566377
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0445320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0445320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0820000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01358
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0143668
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0143668
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0966669
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01873296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020962
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020962
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0566377
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0669683
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-1607
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051073
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02303
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02343
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0484928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0584226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0733001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01550895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039608
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0138906
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01755
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01306919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0563261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0563261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01870180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities - CGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0566377
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0966669
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0375
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0427218
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010198898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08805011
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010198523
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0460487
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0460487
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0460487
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0473881
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013394
IRS990PF/DistributableAmountGrp/TotalTaxAmt013394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-16800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016800
IRS990PF/FMVAssetsEOYAmt010206638
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07893
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08115
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt05212
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt05212
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt05212
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01966
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0325731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0925300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0925300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06370636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06968028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06968028
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05708
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07355
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01425
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01647
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01647
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02159
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03867
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03867
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0963842
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0966425
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0966425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01048625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0890845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0890845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08827904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010206638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010206638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08115
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08827904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010206638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08805011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010198523
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt08805011
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt010198523
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0113520
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0443227
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0443227
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09621953
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01574616
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08047337
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0144329
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0473881
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09477624
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09621953
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt143000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M SLUYS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETSY M CHODORKOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANE MAURER SCHATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0197 Minglewood Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1491 Ennis Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22261 Jasmine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Westfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Marshfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd280207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0618927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0625624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0450802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0396427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0354794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0281254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0251726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.065304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.074160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.072276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09477624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07728420

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.62$1.04$0.42
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.3$0.44$1.02$0.58
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.41$1.09$0.69
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$1.53$0.98$0.55
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.83$0.84$0.01
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.03$13.7$1.15$0.92$0.23
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.3$1.84$0.73$1.12
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$2.25$0.61$1.64
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.46$0.75$0.71
2015Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.82$1.37$0.69$0.67
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$1.55$0.58$0.97
2013Detailed filing. Detailed filing data is available for this year.$8.83$0.02$8.81$1.24$0.54$0.70
2012Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.45
2011Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.42