Civic Intelligence

Keweenaw Community Foundation

990 • Fiscal year 2023 • EIN 38-3223079

Apr 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

417 Quincy Street Suite 305Hancock, MI 49930

(906) 482-9673

Siviq Scores

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

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.21x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

100th percentile

1177%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

6217%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$11,839,822

Up $10,912,750 (+1177%) from 2022

Net Assets

Up

$9,897,486

Up $9,350,420 (+1709%) from 2022

Liabilities

Up

$1,942,336

Up $1,562,330 (+411%) from 2022

Revenue

Up

$9,126,867

Up $8,911,075 (+4129%) from 2022

Expenses

Up

$192,894

Up $69,958 (+57%) from 2022

Net Income

Up

$8,933,973

Up $8,841,117 (+9521%) from 2022

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: $5,274,504Liabilities 2011: $936,663Net Assets 2011: $4,337,8412011Assets 2012: $5,395,803Liabilities 2012: $963,063Net Assets 2012: $4,432,7402012Assets 2013: $6,052,802Liabilities 2013: $971,011Net Assets 2013: $5,081,7912013Assets 2014: $6,870,535Liabilities 2014: $968,897Net Assets 2014: $5,901,6382014Assets 2015: $7,214,690Liabilities 2015: $1,029,451Net Assets 2015: $6,185,2392015Assets 2016: $7,104,156Liabilities 2016: $984,006Net Assets 2016: $6,120,1502016Assets 2017: $7,694,048Liabilities 2017: $1,018,442Net Assets 2017: $6,675,6062017Assets 2018: $8,397,734Liabilities 2018: $992,173Net Assets 2018: $7,405,5612018Assets 2019: $9,044,175Liabilities 2019: $1,360,943Net Assets 2019: $7,683,2322019Assets 2020: $7,893,529Liabilities 2020: $1,319,653Net Assets 2020: $6,573,8762020Assets 2021: $10,925,784Liabilities 2021: $1,444,436Net Assets 2021: $9,481,3482021Assets 2022: $927,072Liabilities 2022: $380,006Net Assets 2022: $547,0662022Assets 2023: $11,839,822Liabilities 2023: $1,942,336Net Assets 2023: $9,897,4862023Assets 2024: $12,261,070Liabilities 2024: $1,209,279Net Assets 2024: $11,051,7912024

Highlighted filing

2023

Assets$11,839,822
Liabilities$1,942,336
Net Assets$9,897,486

Operations Trend

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

$10M$5.0M$0Revenue 2011: $403,274Expenses 2011: $148,877Net Income 2011: $254,3972011Revenue 2012: $360,270Expenses 2012: $269,864Net Income 2012: $90,4062012Revenue 2013: $523,164Expenses 2013: $225,744Net Income 2013: $297,4202013Revenue 2014: $540,898Expenses 2014: $264,597Net Income 2014: $276,3012014Revenue 2015: $463,101Expenses 2015: $267,454Net Income 2015: $195,6472015Revenue 2016: $607,519Expenses 2016: $295,110Net Income 2016: $312,4092016Revenue 2017: $460,155Expenses 2017: $406,005Net Income 2017: $54,1502017Revenue 2018: $765,113Expenses 2018: $403,545Net Income 2018: $361,5682018Revenue 2019: $1,279,822Expenses 2019: $899,943Net Income 2019: $379,8792019Revenue 2020: $677,542Expenses 2020: $619,137Net Income 2020: $58,4052020Revenue 2021: $679,846Expenses 2021: $519,183Net Income 2021: $160,6632021Revenue 2022: $215,792Expenses 2022: $122,936Net Income 2022: $92,8562022Revenue 2023: $9,126,867Expenses 2023: $192,894Net Income 2023: $8,933,9732023Revenue 2024: $1,870,728Expenses 2024: $827,762Net Income 2024: $1,042,9662024

Highlighted filing

2023

Revenue$9,126,867
Expenses$192,894
Net Income$8,933,973
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$9,126,867
Mission and Program Overview

Mission

The mission of the keweenaw community foundation is to promote philanthropy, develop and manage permanent endowments from a broad range of donors, and award charitable grants that enhance quality of life in the keweenaw.

The mission of the keweenaw community foundation is to promote philanthropy, develop and manage permanent endowments from a broad range of donors, and award charitable grants that enhance the quality of life in the keweenaw peninsula.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$659,740$11,656,665▲ $10,996,925
Savings and Temporary Cash Investments$176,802$182,717▲ $5,915
Pledges and Grants Receivable-$380-
Accounts Receivable-$60-
Total Assets$836,542$11,839,822▲ $11,003,280
Liabilities
Other Liabilities-$1,460,047-
Escrow Account Liability$353,230$390,837▲ $37,607
Grants Payable-$67,813-
Accounts Payable and Accrued Expenses-$23,639-
Total Liabilities$353,230$1,942,336▲ $1,589,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$483,312$9,897,486▲ $9,414,174
Total Net Assets Fund Balance$483,312$9,897,486▲ $9,414,174
Total Liabilities and Net Assets / Fund Balance$836,542$11,839,822▲ $11,003,280

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$648$648

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023-$7,329,107▲ $837,655-$7,929,168
2021$7,836,191$2,487▲ $540,781$8,287,638-
2020$5,234,772$235,903▲ $2,787,861-$7,836,191
2019$5,952,655$415,033▼ $554,703-$5,234,772
Compensation and Service Providers

Board Members and Trustees

NameTitle
John LehmanPresident
Cassy Tefft De MunozTrustee
George TwarzikTrustee
Iola BrubakerTrustee
Jodi SantefordTrustee
Kelly KammTrustee
Kim SalmiTrustee
Matt KrauseTrustee
Richard ProbstTrustee
Robin MeneguzzoExecutive Di
Sharon FisherSecretary
Andy CosticTreasure/vic
Trevor SalataTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,024,290
Program Service Revenue
$0
Investment Income
$97,096
Other Revenue
$5,481
All Other Contributions
$9,024,290
Change in Net Assets
$8,933,973

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 AmountValuation Method
Securities Publicly Traded1$8,749,426Fair Market Value (FMV) on Transfer Date
Total Noncash Contributions1$8,749,426-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,126,867
Revenue Not Reported on Form 990
$545,201
Total Revenue per Audited Statements
$9,672,068
Total Revenue per Form 990
$9,126,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,576
Other Expenses$84,318
Total Fundraising Expense$75
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,576--$108,576
Fees for Services Management-$38,041-$38,041
Fees for Service Investment Mgmnt Fees-$30,237-$30,237
Office Expenses-$4,597-$4,597
Fees for Services Accounting-$2,610-$2,610
Occupancy-$1,685-$1,685
Insurance-$1,000-$1,000
Conferences and Meetings-$800-$800
Fees for Services Legal-$375-$375
Travel-$267-$267
Other Expenses$3,202$500$75$75
All Other Expenses$30--$30
Total Functional Expenses$111,808$81,011$75$192,894

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$192,894
Total Expenses per Audited Statements$192,894
Total Expenses per Form 990$192,894
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portage Lake District LibraryHoughton, MIGovGeneral Support$12,200
Copper Shores Community HealthHancock, MI3General Support$10,300
Community Alliance for ProgressiveHancock, MI3Educational Support$10,000
Western Up Planning and DevelopmenHancock, MIGovCommunity Support$10,000
Houghton High SchoolHoughton, MIGovEducational Support$7,600
Ahmeek Village Volunteer Fire & ResAhmeek, MI3Genaral Support$7,460
Simple Kindness for YouthHancock, MI3Educational Support$5,500
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
Comm. Fdn. of the Up (cfup) Payable$497,009
Charitable Remainder(crut) Liability$357,444
Annuity Payment Liability$357,212
Refundable Advances (crut)$248,382
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

990 is reviewed by the treasurer, board chairman, and executive director.

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

The conflict of interest policy applies to trustees, volunteer committee members, professional advisory council members and foundation staff. Questionnaires are completed annually describing business, association or organizational relationships as well as any actual or proposed business dealings with the foundation which could create a conflict of material interest or appearance of conflict. The board is responsible for reviewing potential conflicts, but anyone covered by the policy is required to disclose the existence of or potential conflict of interest with any transaction, refrain from personally influencing board action on such a transaction, and recuse themselves from discussion or decisions on the subject transaction.

Form 990, Page 6, Part VI, Line 15A

The compensation policy of the foundation includes the review and approval by the board or compensation committee, use of data as to comparable compensation for similar positions and geographic area, and documentation of the executive director review and compensation decisions. The foundation follows a yearly review process for other staff members - none of which fall under the irs definition of "key employee".

Form 990, Page 6, Part VI, Line 19

All policies, governing documents, financial statements, and the form 990, are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Keweenaw Community Foundation
EIN
38-3223079
Phone
9064829673
Address
417 QUINCY STREET SUITE 305, HANCOCK, MI 49930

Signing Officer

Name
Trevor Salata
Title
Treasurer
Phone
9064829673
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Salmi
Formed
1994
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
20

Preparer

Firm
Rukkila Negro and Associates Cpas Pc
Address
310 SHELDEN AVENUE, HOUGHTON, MI 49931-1964
Preparer
Peter a Negro
Phone
9064826601
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the keweenaw community foundation is to promote philanthropy, develop and manage permanent endowments from a broad range of donors, and award charitable grants that enhance the quality of life in the keweenaw peninsula.

Form 990, Part XI, Line 9

Change in value of split interest agreements -8,615

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

Agency endowment funds are unrestricted funds received from non-profit organizations that designate themselves as beneficiaries. Accordingly, agency endowment funds are reported as liabilities rather than net assets of the foundation.

Schedule D, Page 2, Part IV, Line 2B

Agency endowment funds are unrestricted funds received from non-profit organizations that designate themselves as beneficiaries. Accordingly, agency endowment funds are reported as liabilities rather than net assets of the foundation.

Schedule D, Page 4, Part XI, Line 2D

Change in value of split interest agreements -8,615

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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01000
IRS990/InsuranceGrp/TotalAmt01000
IRS990/InvestmentIncomeGrp/ExclusionAmt086428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086428
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0659740
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011656665
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0648
IRS990/LandBldgEquipCostOrOtherBssAmt0648
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE KEWEENAW COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY, DEVELOP AND MANAGE PERMANENT ENDOWMENTS FROM A BROAD RANGE OF DONORS, AND AWARD CHARITABLE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN THE KEWEENAW PENINSULA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0483312
IRS990/NetAssetsOrFundBalancesEOYAmt09897486
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010668
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010668
IRS990/NetUnrlzdGainsLossesInvstAmt0553816
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0483312
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09897486
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt08749426
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01685
IRS990/OccupancyGrp/TotalAmt01685
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04597
IRS990/OfficeExpensesGrp/TotalAmt04597
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-8615
IRS990/OtherExpensesGrp/Desc0VENUE RENTAL
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3MISC
IRS990/OtherExpensesGrp/FundraisingAmt075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0899
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1500
IRS990/OtherExpensesGrp/ProgramServicesAmt03202
IRS990/OtherExpensesGrp/TotalAmt03202
IRS990/OtherExpensesGrp/TotalAmt1899
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherExpensesGrp/TotalAmt375
IRS990/OtherLiabilitiesGrp/EOYAmt01460047
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt05481
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05481
IRS990/OtherRevenueTotalAmt05481
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0380
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIM SALMI
IRS990/PriorPeriodAdjustmentsAmt0-65000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09060
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02100
IRS990/PYInvestmentIncomeAmt053752
IRS990/PYOtherExpensesAmt014044
IRS990/PYRevenuesLessExpensesAmt046668
IRS990/PYTotalExpensesAmt016144
IRS990/PYTotalRevenueAmt062812
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt08933973
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182717
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INVESTMENTS 8,749,426
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt15,481
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2PART II, LINE 10. OTHER INCOME CONSISTS OF AMOUNTS RECEIVED FOR ADMINISTRATIVE SERVICES. THESE ARE PRIMARILY FEES FOR SERVING AS A TRUSTEE FOR A UNITRUST AND PERIODICALLY THERE ARE ALSO FEES FOR ACTING AS A FIDUCIARY FOR GRANTS RECEIVED BY OTHER LOCAL NON-PROFIT ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0274864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0238033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0220265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0744299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0298740
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0327563
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0789212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05481
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05481
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35550
IRS990ScheduleA/PublicSupportPY170Pct00.51660
IRS990ScheduleA/PublicSupportTotal170Amt0547085
IRS990ScheduleA/SubstantialContributorsTotAmt0197214
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0274864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0238033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0220265
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0744299
IRS990ScheduleA/TotalSupportAmt01538992
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/AdditionsDuringYearAmt040726
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt0353230
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.54060
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0128196
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07329107
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07929168
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0109398
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0837655
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt074285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07836191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt017536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0540781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08287638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0176787
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05234772
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0235903
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07836191
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0245558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02787861
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0200742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05952655
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0415033
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05234772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0377471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-554703
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DistributionsDuringYearAmt03119
IRS990ScheduleD/DonorAdvisedFundsContriAmt01345614
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt031100
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01468153
IRS990ScheduleD/EndingBalanceAmt0390837
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0192894
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0553816
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0648
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0497009
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1357444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2357212
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3248382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMM. FDN. OF THE UP (CFUP) PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHARITABLE REMAINDER(CRUT) LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ANNUITY PAYMENT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REFUNDABLE ADVANCES (CRUT)
IRS990ScheduleD/OtherRevenueAmt0-8615
IRS990ScheduleD/RevenueNotReportedAmt0545201
IRS990ScheduleD/RevenueSubtotalAmt09126867
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AGENCY ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS RECEIVED FROM NON-PROFIT ORGANIZATIONS THAT DESIGNATE THEMSELVES AS BENEFICIARIES. ACCORDINGLY, AGENCY ENDOWMENT FUNDS ARE REPORTED AS LIABILITIES RATHER THAN NET ASSETS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AGENCY ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS RECEIVED FROM NON-PROFIT ORGANIZATIONS THAT DESIGNATE THEMSELVES AS BENEFICIARIES. ACCORDINGLY, AGENCY ENDOWMENT FUNDS ARE REPORTED AS LIABILITIES RATHER THAN NET ASSETS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,615
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 1B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.45940
IRS990ScheduleD/TotalExpensesPerForm990Amt0192894
IRS990ScheduleD/TotalLiabilityAmt01460047
IRS990ScheduleD/TotalRevenuePerForm990Amt09126867
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09672068
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0192894
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt07460
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210300
IRS990ScheduleI/RecipientTable/CashGrantAmt37600

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$1.21$11.1$1.87$0.83$1.04
2023Detailed filing. Detailed filing data is available for this year.$11.8$1.94$9.90$9.13$0.19$8.93
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.38$0.55$0.22$0.12$0.09
2021Detailed filing. Detailed filing data is available for this year.$10.9$1.44$9.48$0.68$0.52$0.16
2020Summary only. Only limited summary data is available for this year.$7.89$1.32$6.57$0.68$0.62$0.06
2019Summary only. Only limited summary data is available for this year.$9.04$1.36$7.68$1.28$0.90$0.38
2018Summary only. Only limited summary data is available for this year.$8.40$0.99$7.41$0.77$0.40$0.36
2017Detailed filing. Detailed filing data is available for this year.$7.69$1.02$6.68$0.46$0.41$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.10$0.98$6.12$0.61$0.30$0.31
2015Detailed filing. Detailed filing data is available for this year.$7.21$1.03$6.19$0.46$0.27$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.97$5.90$0.54$0.26$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.97$5.08$0.52$0.23$0.30
2012Summary only. Only limited summary data is available for this year.$5.40$0.96$4.43$0.36$0.27$0.09
2011Summary only. Only limited summary data is available for this year.$5.27$0.94$4.34$0.40$0.15$0.25