Civic Intelligence

Girard Foundation

990PF • Fiscal year 2016 • EIN 33-0202832

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile

View Organization Page

2223 Avenida DE LA Playa Suite 203LA Jolla, CA 92037

(858) 558-9200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$5,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-5.4%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,712,986

Down $108,785 (-0.8%) from 2015

Net Assets

Down

$12,712,986

Down $108,785 (-0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin17th percentile

Revenue

Down

$707,993

Down $40,165 (-5.4%) from 2015

Expenses

Down

$816,778

Down $76,758 (-8.6%) from 2015

Net Income

Up

-$108,785

Up $36,593 (+25%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0Assets 2014: $12,967,149Liabilities 2014: $0Net Assets 2014: $12,967,1492014Assets 2015: $12,821,771Liabilities 2015: $0Net Assets 2015: $12,821,7712015Assets 2016: $12,712,986Liabilities 2016: $0Net Assets 2016: $12,712,9862016Assets 2017: $13,393,852Liabilities 2017: $863Net Assets 2017: $13,392,9892017Assets 2018: $12,784,656Liabilities 2018: $0Net Assets 2018: $12,784,6562018Assets 2019: $11,753,965Liabilities 2019: $0Net Assets 2019: $11,753,9652019Assets 2020: $11,725,265Liabilities 2020: $0Net Assets 2020: $11,725,2652020Assets 2021: $11,088,787Liabilities 2021: $0Net Assets 2021: $11,088,7872021Assets 2022: $10,823,983Liabilities 2022: $0Net Assets 2022: $10,823,9832022Assets 2023: $10,804,878Liabilities 2023: $0Net Assets 2023: $10,804,8782023Assets 2024: $10,762,946Liabilities 2024: $0Net Assets 2024: $10,762,9462024

Highlighted filing

2016

Assets$12,712,986
Liabilities$0
Net Assets$12,712,986
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $753,932Expenses 2014: $1,062,945Net Income 2014: -$309,0132014Revenue 2015: $748,158Expenses 2015: $893,536Net Income 2015: -$145,3782015Revenue 2016: $707,993Expenses 2016: $816,778Net Income 2016: -$108,7852016Revenue 2017: $2,041,959Expenses 2017: $1,361,956Net Income 2017: $680,0032017Revenue 2018: $712,632Expenses 2018: $1,320,965Net Income 2018: -$608,3332018Revenue 2019: $295,672Expenses 2019: $1,326,363Net Income 2019: -$1,030,6912019Revenue 2020: $1,610,130Expenses 2020: $1,638,830Net Income 2020: -$28,7002020Revenue 2021: $1,303,200Expenses 2021: $1,939,678Net Income 2021: -$636,4782021Revenue 2022: $1,429,484Expenses 2022: $1,694,288Net Income 2022: -$264,8042022Revenue 2023: $1,847,307Expenses 2023: $1,866,412Net Income 2023: -$19,1052023Revenue 2024: $1,879,205Expenses 2024: $1,921,137Net Income 2024: -$41,9322024

Highlighted filing

2016

Revenue$707,993
Expenses$816,778
Net Income-$108,785
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SCHROEDERAssistant CFO & Trustee-$5,000-$5,000
MARY WALSHOKSecretary & Trustee-$5,000-$5,000
DEIRDRE W ALPERTAssistant Secretary & Trustee-$5,000-$5,000
ELIZABETH ROBITAILLETrustee-$5,000-$5,000
RB WOOLLEY JRBoard Chair-$0--
MICHELE HANSENVice President & Trustee-$0--
SCOTT WOOLLEYCFO & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Girard Foundation
EIN
33-0202832
Phone
8585589200
Address
2223 AVENIDA DE LA PLAYA SUITE 203, LA JOLLA, CA 92037

Signing Officer

Name
Rb Woolley Jr
Title
Board Chair
Phone
8585589200
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
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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/StockNm5GOLDMAN SACHS GROUP INC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0816778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0499669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0707993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0168204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0186358
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02130
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0400069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1499154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2127613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2127613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2127613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0400,000 SHS CITIGROUP INC NOTE 5.30% 2016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500,000 SHS USTD 0.25% 2/29/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0128390
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-108785
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012712986
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012821771
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012712986
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01184887
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0976563
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01184887
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0986495
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0208324
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09932
IRS990PF/DistributableAmountGrp/TotalTaxAmt09932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015200
IRS990PF/FMVAssetsEOYAmt020787779
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01967626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02622042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02516698
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08090236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08090236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016273016
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt037421
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt042179
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01145
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt04758
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04758
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0575698
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0575698
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0575698
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-300425
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-409210
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01256057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0412699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0412699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012821771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012712986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020787779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012821771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012712986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012821771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012712986
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01506407
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01007253
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01004610
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020030346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0999238
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018930505
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0300455
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0100603
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0986495
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt019729891
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020030346
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt090000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SARAH M SETIAWAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02223 AVENIDA DE LA PLAYA SUITE 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LA JOLLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd092037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt65000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RB WOOLLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT A SCHROEDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY WALSHOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELE HANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SCOTT WOOLLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DEIRDRE W ALPERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ELIZABETH ROBITAILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASSISTANT CFO & TRUSTEE

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Filings

Displayed year

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

Open filing
Assets
$12,712,986
Liabilities
$0
Net assets
$12,712,986
Revenue
$707,993
Expenses
$816,778
Net income
-$108,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.88$1.92$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.85$1.87$0.02
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.43$1.69$0.26
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.30$1.94$0.64
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.61$1.64$0.03
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.30$1.33$1.03
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.71$1.32$0.61
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$2.04$1.36$0.68
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.71$0.82$0.11
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.75$0.89$0.15
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.75$1.06$0.31