Civic Intelligence

Stephen M Ross Foundation C/O Jordan Park Trust Company

EIN 38-7104084 • Portsmouth, NH

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60 Penhallow Street 400Portsmouth, NH 03801
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

26th percentile

-1.6%

Faster asset growth than 26% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$11,718,135

Down $186,322 (-1.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$11,718,135

Down $186,322 (-1.6%) from 2023

Revenue

Down

$629,520

Down $20,573,699 (-97%) from 2023

Expenses

Down

$812,442

Down $38,635,371 (-98%) from 2023

Net Income

Up

-$182,922

Up $18,061,672 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2015: $999,195Liabilities 2015: $1Net Assets 2015: $999,1952015Assets 2017: $998,297Liabilities 2017: $0Net Assets 2017: $998,2972017Assets 2018: $145,722Liabilities 2018: $0Net Assets 2018: $145,7222018Assets 2019: $2,991,863Liabilities 2019: $1Net Assets 2019: $2,991,8632019Assets 2020: $12,446,344Liabilities 2020: $1Net Assets 2020: $12,446,3442020Assets 2021: $12,881,113Liabilities 2021: $1Net Assets 2021: $12,881,1132021Assets 2022: $30,149,051Liabilities 2022: $1Net Assets 2022: $30,149,0512022Assets 2023: $11,904,457Liabilities 2023: $1Net Assets 2023: $11,904,4572023Assets 2024: $11,718,135Liabilities 2024: $0Net Assets 2024: $11,718,1352024

Highlighted filing

2024

Assets$11,718,135
Liabilities$0
Net Assets$11,718,135

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2015: $1,000,021Expenses 2015: $1,851Net Income 2015: $998,1702015Revenue 2017: $12,600,052Expenses 2017: $12,601,000Net Income 2017: -$9482017Revenue 2018: $500,016Expenses 2018: $1,352,591Net Income 2018: -$852,5752018Revenue 2019: $13,667,831Expenses 2019: $10,821,690Net Income 2019: $2,846,1412019Revenue 2020: $12,596,344Expenses 2020: $3,141,863Net Income 2020: $9,454,4812020Revenue 2021: $533,154Expenses 2021: $98,385Net Income 2021: $434,7692021Revenue 2022: $40,306,893Expenses 2022: $206,973Net Income 2022: $40,099,9202022Revenue 2023: $21,203,219Expenses 2023: $39,447,813Net Income 2023: -$18,244,5942023Revenue 2024: $629,520Expenses 2024: $812,442Net Income 2024: -$182,9222024

Highlighted filing

2024

Revenue$629,520
Expenses$812,442
Net Income-$182,922

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN PARK TRUST COMPANY LLCTrusteePT$0--
STEPHEN M ROSSDistribution Committee-$0--
STEPHEN M ROSSInvestment Committee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen M Ross Foundation
EIN
38-7104084
Phone
6039292700
Address
60 PENHALLOW STREET 400, PORTSMOUTH, NH 03801

Signing Officer

Name
Elizabeth C Collins
Title
Trust Officer
Phone
6039292670
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
David Nigliazzo
Phone
2128127000
Raw XML AppendixShowing 400 of 415 raw XML fields

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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THRU TORY BURCH LLC K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THRU TORY BURCH LLC K-1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRUST FOR PUBLIC LAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ECOSATTVA ENVIRONMENTAL SOLUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4INST DE LA VIVIENDA DE LA CABA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CLIMATE AGENCY OF THE OSLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6REDE DE CATADORES DE RESIDUOS SOLIDOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0B-14 MIDC RAILWAY STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1AV PIEDRA BUENA 3280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2OLAV VS GATE 4 0161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt3RUA VALDEMAR HOLANDA 474 - JOAO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt0XXIII
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0AURANGABAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm2OSLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm3FORTALEZA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011 WEST 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111 WEST 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 889336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0487293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt090879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038440528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03000025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010819675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt090879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010728796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041450628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038440528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03000025
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010736167
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TORY BURCH LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010922415
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010922415
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03400
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TORY BURCH, LLC - OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026578
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026578
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0569183
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt129965
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-14937
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt327
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TORY BURCH, LLC - ORDINARY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TORY BURCH, LLC - ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TORY BURCH, LLC - 1231 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029965
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt127
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0569183
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt129965
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-14937
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE ADMINISTRATIVE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018750
TaxesSchedule/TaxesDetail/Amt0235000
TaxesSchedule/TaxesDetail/Amt125000
TaxesSchedule/TaxesDetail/Amt215000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK UBT
TaxesSchedule/TaxesDetail/CategoryTxt2CALIFORNIA UBT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH C COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06039292670
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN M ROSS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JORDAN PARK TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0387104084
ReturnHeader/Filer/PhoneNum06039292700
ReturnHeader/Filer/USAddress/AddressLine1Txt060 PENHALLOW STREET 400
ReturnHeader/Filer/USAddress/CityNm0PORTSMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003801

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