Civic Intelligence

Girard Foundation

990PF • Fiscal year 2018 • EIN 33-0202832

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

4th percentile

-85%

Higher net margin than 4% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$5,000

Higher top officer pay than 21% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

21st percentile

-4.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,784,656

Down $609,196 (-4.5%) from 2017

Net Assets

Down

$12,784,656

Down $608,333 (-4.5%) from 2017

Liabilities

Down

$0

Down $863 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

Down

$712,632

Down $1,329,327 (-65%) from 2017

Expenses

Down

$1,320,965

Down $40,991 (-3.0%) from 2017

Net Income

Down

-$608,333

Down $1,288,336 (-189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$12,784,656
Liabilities$0
Net Assets$12,784,656
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$712,632
Expenses$1,320,965
Net Income-$608,333
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SCHROEDERAssistant CFO & Trustee-$5,000-$5,000
MARY LINDENSTEIN WALSHOKSecretary & Trustee-$5,000-$5,000
DEIRDRE W ALPERTAssistant Secretary & Trus-$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
2019-05-09
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/StockNm4GOLDMAN SACHS GROUP INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2714377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt040424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-14377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3261417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt040424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-14377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3261417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2700000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3261417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc08,875.74 SHS VNGRD E/MKT STK IDX ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350,000 SHS GENL ELEC CAP COR 1.625%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2700,000 SHS WAL-MART STORES 1.95%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0282592
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-608333
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012784656
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013392989
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012784656
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01084145
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01084145
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01084145
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01091200
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07055
IRS990PF/DistributableAmountGrp/TotalTaxAmt07055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010200
IRS990PF/FMVAssetsEOYAmt020044144
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013122196
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02622043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01552794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01349791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06319736
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06060160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013591594
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt037937
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt041744
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt04657
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt03807
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt03807
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014064
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014064
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0863
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0270793
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-337540
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0453266
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01159838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01159838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013393852
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020044144
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013393852
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013392989
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012784656
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03993850
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03993693
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03924750
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022156349
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0157819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021998530
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0332345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01091200
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021824004
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022156349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0130794
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09959
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 LINDENSTEIN 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT & TRUSTEE

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,784,656
Liabilities
$0
Net assets
$12,784,656
Revenue
$712,632
Expenses
$1,320,965
Net income
-$608,333
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