Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2023 • EIN 34-6565194

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

100 S Main Avenue Suite 202Sidney, OH 45365

(937) 497-7800

Siviq Scores

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

Liabilities / Assets

51st percentile

0.27x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

1.38x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$60,020,224

Up $10,580,317 (+21%) from 2022

Net Assets

Up

$43,751,938

Up $9,583,381 (+28%) from 2022

Liabilities

Up

$16,268,286

Up $996,936 (+6.5%) from 2022

Revenue

Up

$11,787,664

Up $2,442,296 (+26%) from 2022

Expenses

Up

$4,713,908

Up $91,947 (+2.0%) from 2022

Net Income

Up

$7,073,756

Up $2,350,349 (+50%) from 2022

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $13,484,848Liabilities 2010: $123,124Net Assets 2010: $13,361,7242010Assets 2011: $14,147,648Liabilities 2011: $1,373,025Net Assets 2011: $12,774,6232011Assets 2012: $16,621,567Liabilities 2012: $1,852,409Net Assets 2012: $14,769,1582012Assets 2013: $24,704,857Liabilities 2013: $6,599,307Net Assets 2013: $18,105,5502013Assets 2014: $26,738,958Liabilities 2014: $7,903,178Net Assets 2014: $18,835,7802014Assets 2015: $27,456,298Liabilities 2015: $9,528,543Net Assets 2015: $17,927,7552015Assets 2016: $29,063,424Liabilities 2016: $9,561,167Net Assets 2016: $19,502,2572016Assets 2017: $34,393,163Liabilities 2017: $10,951,472Net Assets 2017: $23,441,6912017Assets 2018: $32,373,860Liabilities 2018: $10,136,323Net Assets 2018: $22,237,5372018Assets 2019: $35,602,155Liabilities 2019: $9,217,316Net Assets 2019: $26,384,8392019Assets 2020: $39,394,142Liabilities 2020: $10,074,994Net Assets 2020: $29,319,1482020Assets 2021: $51,474,036Liabilities 2021: $11,558,179Net Assets 2021: $39,915,8572021Assets 2022: $49,439,907Liabilities 2022: $15,271,350Net Assets 2022: $34,168,5572022Assets 2023: $60,020,224Liabilities 2023: $16,268,286Net Assets 2023: $43,751,9382023Assets 2024: $66,078,861Liabilities 2024: $15,779,042Net Assets 2024: $50,299,8192024

Highlighted filing

2023

Assets$60,020,224
Liabilities$16,268,286
Net Assets$43,751,938

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $964,0522010Expenses 2011: $889,4202011Expenses 2012: $1,013,0772012Revenue 2013: $2,810,831Expenses 2013: $1,108,003Net Income 2013: $1,702,8282013Revenue 2014: $2,591,335Expenses 2014: $1,854,448Net Income 2014: $736,8872014Revenue 2015: $4,337,077Expenses 2015: $2,089,502Net Income 2015: $2,247,5752015Revenue 2016: $4,452,008Expenses 2016: $3,346,364Net Income 2016: $1,105,6442016Revenue 2017: $6,039,052Expenses 2017: $3,097,751Net Income 2017: $2,941,3012017Revenue 2018: $4,590,191Expenses 2018: $3,477,216Net Income 2018: $1,112,9752018Revenue 2019: $5,208,639Expenses 2019: $5,692,320Net Income 2019: -$483,6812019Revenue 2020: $3,559,398Expenses 2020: $2,565,265Net Income 2020: $994,1332020Revenue 2021: $18,442,641Expenses 2021: $5,294,811Net Income 2021: $13,147,8302021Revenue 2022: $9,345,368Expenses 2022: $4,621,961Net Income 2022: $4,723,4072022Revenue 2023: $11,787,664Expenses 2023: $4,713,908Net Income 2023: $7,073,7562023Revenue 2024: $10,397,057Expenses 2024: $8,698,167Net Income 2024: $1,698,8902024

Highlighted filing

2023

Revenue$11,787,664
Expenses$4,713,908
Net Income$7,073,756
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$29,348,193
Mission and Program Overview

Mission

The foundation's mission statement is to cultivate, administer, and distribute legacy gifts for the benefit of the community.

To inspire donor generosity and transform it into meaningful, lasting impact through charitable gifts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,375,505$49,707,225▲ $8,331,720
Savings and Temporary Cash Investments$5,953,367$9,355,109▲ $3,401,742
Pledges and Grants Receivable$2,042,019$841,968▼ $1,200,051
Cash and Non-Interest-Bearing Accounts$13,647$65,390▲ $51,743
Land, Buildings, and Equipment, Net$55,369$50,532▼ $4,837
Total Assets$49,439,907$60,020,224▲ $10,580,317
Liabilities
Other Liabilities$14,661,381$15,839,351▲ $1,177,970
Grants Payable$589,904$407,914▼ $181,990
Accounts Payable and Accrued Expenses$20,065$21,021▲ $956
Total Liabilities$15,271,350$16,268,286▲ $996,936
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,168,557$43,751,938▲ $9,583,381
Total Net Assets Fund Balance$34,168,557$43,751,938▲ $9,583,381
Total Liabilities and Net Assets / Fund Balance$49,439,907$60,020,224▲ $10,580,317

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$50,532$96,406$146,938

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$27,084,089$7,914,343▼ $2,307,108-$31,274,885
2022$32,635,791$4,109,309▼ $8,516,637-$27,084,089
2021$25,156,178$8,992,130--$32,635,791
2020$25,227,641$344,197▲ $2,235,882-$25,156,178
2019$21,254,193$2,241,831▲ $3,620,824-$25,227,641
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$8,762,717
Program Service Revenue
$0
Investment Income
$2,274,793
Other Revenue
$750,154
All Other Contributions
$8,762,717
Change in Net Assets
$7,073,756

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded19$755,669
Total Noncash Contributions19$755,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,576,644
Other Expenses$780,402
Salaries, Compensation, and Employee Benefits$356,862
Total Fundraising Expense$99,732
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,330,871--$3,330,871
Grants to Domestic Individuals$245,773--$245,773
Other Salaries and Wages$55,425$76,926$48,631$180,982
Current Officers, Directors, Trustees, and Key Employees$34,526$47,952$30,351$112,829
Fees for Service Investment Mgmnt Fees$58,435--$58,435
Occupancy$41,229$11,435$3,744$56,408
Other Employee Benefits$12,330$17,300$10,944$40,574
Advertising$31,579--$31,579
Payroll Taxes$6,831$9,584$6,062$22,477
Fees for Services Accounting-$18,550-$18,550
Office Expenses$4,525$6,275-$10,800
Insurance-$9,342-$9,342
Other Expenses$12,222$2,978-$2,978
All Other Expenses-$2,423-$2,423
Conferences and Meetings-$1,659-$1,659
Travel-$1,103-$1,103
Fees for Services Legal$275--$275
Total Functional Expenses$4,403,197$210,979$99,732$4,713,908
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sidney AliveSidney, OH3General Support$829,498
Raise the Roof for ArtsRussia, OH3General Support$162,475
Village of RussiaSidney, OH-Comunity Support$160,000
Rustic HopeSidney, OH3General Support$147,415
The City of SidneyBellefontaine, OHGovPublic Support$131,787
Lehman High SchoolSidney, OH3Equipment and Educat$119,849
Sidney-shelby Co YmcaMaria Stein, OH3General Support$100,859
Mercy Mission HouseSidney, OH3General Support$84,131
Shelby County Historical SocietySidney, OH3History Programs$82,940
Holy Angels SchoolSidney, OH3Educational Support$67,700
Shelby County United Way--General Support$67,200
Compassionate Care-shelby CoSidney, OH3Medical Support$64,315
Catholic Social Services of Miami VSidney, OH3Human Services$61,950
Agape DistributionsSidney, OH3Food Program$59,882
Anna Civic Association IncSidney, OH3General Support$56,826
Senior Center of Sidney-shelby CounSidney, OH3General Operations$52,933
Big Brothers Big SistersSidney, OH3Program Support$50,782
Alpha Community CenterSidney, OH3Program Support$45,767
Botkins Local SchoolsBotkins, OH3Equipment and Ed Dev$43,084
New ChoicesSt Paris, OH3General Support$38,720
Holy Angels Catholic ChurchSidney, OH3General Support$36,900
Samaritan Works IncSidney, OH3General Support$36,865
Operation RebirthSidney, OH3General Support$30,341
Shelby Co Animal Rescue FoundationSidney, OH3Release of Assets$29,390
S & H ProductsAnna, OH3Program Support$26,622
St Remy ChurchDegraff, OH3Community Developmen$25,900
Shelby County Board of DdSidney, OH3General Support$25,000
Village of BotkinsSidney, OH3Community Developmen$25,000
Shelby County Pickleball---$24,975
Vinyard Christian Fellowship ChurchRussia, OH3General Support$24,500
Ft Loramie SchoolsAmericus, GA3Support$21,825
First United Methodist Found of SidFt Loramie, OH3Release of Assets$21,755
ELIZABETH'S NEW LIFE CENTERSidney, OH3Program Support$20,900
Shelby County LibrariesSidney, OH3Building Funds$19,455
Habitat for Humanity of Miami & SheSidney, OH3General Support$18,975
Shelby County ArcSidney, OHGovGeneral Support$18,593
Charity LeagueSidney, OH3General Support$17,810
Council of Religious EducationDayton, OH3General Support$16,250
Fairlawn Local SchoolsSidney, OH3Program Support$13,424
Anna Rescue SquadAnna, OH3Medical Equipment$9,720
PETER'S PENSE RELIGIOUS LIBRARYSidney, OH3Religious Education$9,400
Shelby County CasagalSidney, OH3General Support$9,200
Sacred Heart of Jesus ChurchSidney, OH3Religious Developmen$7,100
Village of Degraff OhioBotkins, OHGovReligious Developmen$7,020
Botkins Education FoundationBotkins, OH3General Support$7,000
Morgans Place Cemetary IncSidney, OH3General Support$6,440
ST MARY'S OF NAPARussia, OH3General Support$6,300
Spiritual Center Maria SteinNapa, CA3Religious Developmen$6,000
St Michael ChurchSidney, OHGovReligious Developmen$6,000
Holy Angels Soup KitchenSidney, OH3General Support$5,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held in Trust$15,839,351
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Return is given to the executive director for review. The board reviews and approves the 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

The employees and board members fill out a conflict of interest form and submit to the organization and the forms are reviewed and conflicts are noted. Before votes on discretionary grants the members are reminded that if there is a conflict of interest they are to abstain from voting. The abstentions are noted in the minutes.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Community Foundation of
EIN
34-6565194
Phone
9374977800
Address
100 S MAIN AVENUE SUITE 202, SIDNEY, OH 45365
Doing Business As
Community Foundation of Shelby Coun

Signing Officer

Name
Marian F Spicer
Title
Executive Director
Phone
9374977800
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lochard
Formed
1952
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
11

Preparer

Firm
Mccrate Delaet & Co
Address
PO BOX 339, SIDNEY, OH 45365-0339
Preparer
Scott J Steineman
Phone
9374923161
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Grants for community organizations from related organization

Form 990, Part XI, Line 9

Book / tax depreciation difference -4,835

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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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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09342
IRS990/InsuranceGrp/TotalAmt09342
IRS990/InvestmentIncomeGrp/ExclusionAmt01341599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01341599
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt041375505
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049707225
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt096406
IRS990/LandBldgEquipBasisNetGrp/BOYAmt055369
IRS990/LandBldgEquipBasisNetGrp/EOYAmt050532
IRS990/LandBldgEquipCostOrOtherBssAmt0146938
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017560529
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO INSPIRE DONOR GENEROSITY AND TRANSFORM IT INTO MEANINGFUL, LASTING IMPACT THROUGH CHARITABLE GIFTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt034168557
IRS990/NetAssetsOrFundBalancesEOYAmt043751938
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0532400
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0400794
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0933194
IRS990/NetUnrlzdGainsLossesInvstAmt02514460
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt034168557
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt043751938
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0755669
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03744
IRS990/OccupancyGrp/ManagementAndGeneralAmt011435
IRS990/OccupancyGrp/ProgramServicesAmt041229
IRS990/OccupancyGrp/TotalAmt056408
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06275
IRS990/OfficeExpensesGrp/ProgramServicesAmt04525
IRS990/OfficeExpensesGrp/TotalAmt010800
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4835
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010944
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017300
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012330
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040574
IRS990/OtherExpensesGrp/Desc0FUND FEES
IRS990/OtherExpensesGrp/Desc1INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc2CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc3MISC. EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05452
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12978
IRS990/OtherExpensesGrp/ProgramServicesAmt0569176
IRS990/OtherExpensesGrp/ProgramServicesAmt112222
IRS990/OtherExpensesGrp/TotalAmt0569176
IRS990/OtherExpensesGrp/TotalAmt112222
IRS990/OtherExpensesGrp/TotalAmt25452
IRS990/OtherExpensesGrp/TotalAmt32978
IRS990/OtherLiabilitiesGrp/BOYAmt014661381
IRS990/OtherLiabilitiesGrp/EOYAmt015839351
IRS990/OtherRevenueMiscGrp/Desc0FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1CF PARTNERS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0689909
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt160245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0689909
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt160245
IRS990/OtherRevenueTotalAmt0750154
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048631
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076926
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055425
IRS990/OtherSalariesAndWagesGrp/TotalAmt0180982
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06062
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09584
IRS990/PayrollTaxesGrp/ProgramServicesAmt06831
IRS990/PayrollTaxesGrp/TotalAmt022477
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02042019
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0841968
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MICHAEL LOCHARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01206180
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0930662
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0609911
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0334394
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07706514
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03508558
IRS990/PYInvestmentIncomeAmt0942681
IRS990/PYOtherExpensesAmt0807788
IRS990/PYOtherRevenueAmt0696173
IRS990/PYRevenuesLessExpensesAmt04723407
IRS990/PYSalariesCompEmpBnftPaidAmt0305615
IRS990/PYTotalExpensesAmt04621961
IRS990/PYTotalRevenueAmt09345368
IRS990/ReconcilationRevenueExpnssAmt07073756
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05953367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09355109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08762717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07706514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012629215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01973317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02913394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033985157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01341599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0748492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0497231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0786594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0949757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04323673
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03030591
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88710
IRS990ScheduleA/PublicSupportPY170Pct00.88250
IRS990ScheduleA/PublicSupportTotal170Amt033985157
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08762717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07706514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012629215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01973317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02913394
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033985157
IRS990ScheduleA/TotalSupportAmt038308830
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.50390
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt027084089
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07914343
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031274885
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-1416439
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2307108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt032635791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04109309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt027084089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1144374
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8516637
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025156178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08992130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt032635791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1512517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-1354074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025227641
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0344197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025156178
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1297468
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02235882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021254193
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02241831
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025227641
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1889207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03620824
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0187969
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02563763
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0106
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt026085552
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt028000
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01090877
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0131
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt021395972
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050532
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt096406
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0146938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015839351
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.49610
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050532
IRS990ScheduleD/TotalLiabilityAmt015839351
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0245773
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0154
IRS990ScheduleI/RecipientTable/CashGrantAmt059882
IRS990ScheduleI/RecipientTable/CashGrantAmt145767
IRS990ScheduleI/RecipientTable/CashGrantAmt256826
IRS990ScheduleI/RecipientTable/CashGrantAmt39720
IRS990ScheduleI/RecipientTable/CashGrantAmt450782
IRS990ScheduleI/RecipientTable/CashGrantAmt57000
IRS990ScheduleI/RecipientTable/CashGrantAmt643084
IRS990ScheduleI/RecipientTable/CashGrantAmt761950
IRS990ScheduleI/RecipientTable/CashGrantAmt817810
IRS990ScheduleI/RecipientTable/CashGrantAmt964315
IRS990ScheduleI/RecipientTable/CashGrantAmt1016250
IRS990ScheduleI/RecipientTable/CashGrantAmt1120900
IRS990ScheduleI/RecipientTable/CashGrantAmt1213424
IRS990ScheduleI/RecipientTable/CashGrantAmt1321755
IRS990ScheduleI/RecipientTable/CashGrantAmt1421825
IRS990ScheduleI/RecipientTable/CashGrantAmt1518975
IRS990ScheduleI/RecipientTable/CashGrantAmt1636900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$15.8$50.3$10.4$8.70$1.70
2023Detailed filing. Detailed filing data is available for this year.$60.0$16.3$43.8$11.8$4.71$7.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$15.3$34.2$9.35$4.62$4.72
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$11.6$39.9$18.4$5.29$13.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$10.1$29.3$3.56$2.57$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$9.22$26.4$5.21$5.69$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$10.1$22.2$4.59$3.48$1.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$11.0$23.4$6.04$3.10$2.94
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$9.56$19.5$4.45$3.35$1.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$9.53$17.9$4.34$2.09$2.25
2014Detailed filing. Detailed filing data is available for this year.$26.7$7.90$18.8$2.59$1.85$0.74
2013Detailed filing. Detailed filing data is available for this year.$24.7$6.60$18.1$2.81$1.11$1.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$1.85$14.8$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.37$12.8$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.12$13.4$0.96