Civic Intelligence

Tom Russell Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 36-6082517

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 03, 2020

Organization Profile
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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$25,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,848,804

Up $2,365,238 (+16%) from 2015

Net Assets

Up

$16,848,804

Up $2,365,238 (+16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin18th percentile

Revenue

Down

$665,936

Down $1,156,161 (-63%) from 2015

Expenses

Down

$800,074

Down $5,649 (-0.7%) from 2015

Net Income

Down

-$134,138

Down $1,150,512 (-113%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2014: $13,417,192Liabilities 2014: $0Net Assets 2014: $13,417,1922014Assets 2015: $14,483,566Liabilities 2015: $0Net Assets 2015: $14,483,5662015Assets 2020: $16,848,804Liabilities 2020: $0Net Assets 2020: $16,848,8042020Assets 2022: $20,409,859Liabilities 2022: $0Net Assets 2022: $20,409,8592022Assets 2025: $29,665,134Liabilities 2025: $0Net Assets 2025: $29,665,1342025

Highlighted filing

2020

Assets$16,848,804
Liabilities$0
Net Assets$16,848,804
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,149,137Expenses 2014: $774,052Net Income 2014: $375,0852014Revenue 2015: $1,822,097Expenses 2015: $805,723Net Income 2015: $1,016,3742015Revenue 2020: $665,936Expenses 2020: $800,074Net Income 2020: -$134,1382020Revenue 2022: $2,158,765Expenses 2022: $1,020,109Net Income 2022: $1,138,6562022Revenue 2025: $2,204,168Expenses 2025: $825,556Net Income 2025: $1,378,6122025

Highlighted filing

2020

Revenue$665,936
Expenses$800,074
Net Income-$134,138
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J kirby AikenDir, TreasPT$25,000-$25,000
John L BishopDir, SecPT$25,000-$25,000
David S LindquistDir, VPPT$25,000-$25,000
Crawford CrenshawDir, PresPT$19,113-$19,113
Filing and Contact Details

Filer

Filer Name
Tom Russell Charitable Foundation Inc
EIN
36-6082517
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
James Aiken
Title
treasurer
Phone
8008391754
Signed
2020-12-03
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODS & CHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CINTAS CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CLEARBRIDGE INTERNATIONAL GROW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CROWN CASTLE INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25D R HORTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FORTIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ILLUMINA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INGERSOLL-RAND INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MARRIOTT INTERNATIONAL INC. CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MFS NEW DISCOVERY VALUE FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55OPPENHEIMER INTL GROWTH FUND Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PNC FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PRIMECAP ODYSSEY AGGRESSIVE GR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHWAB S P 500 INDEX FUND SELE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VICTORY SYCAMORE ESTABLISHED V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WALT DISNEY HOLDINGS CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0321152
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0342074
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02549
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0665936
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0665936
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0342074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt094113
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt094113
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0530000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0530000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0321152
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0321152
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-134138
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04274910
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02549
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02549
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03151
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03151
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0342074
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0591815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt061551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061594
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt071794
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02284
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0665936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0270074
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt015638
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt015638
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0342074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0342074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04274910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0342074
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-134138
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016848804
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016982942
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016848804
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01366262
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01102373
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01366262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01108291
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0263889
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05918

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,848,804
Liabilities
$0
Net assets
$16,848,804
Revenue
$665,936
Expenses
$800,074
Net income
-$134,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$2.20$0.83$1.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$2.16$1.02$1.14
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.67$0.80$0.13
2015Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.82$0.81$1.02
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.15$0.77$0.38