Civic Intelligence

Elizabeth E & Joseph H Bascom Charitable Foundation 510 Locust S

990PF • Fiscal year 2019 • EIN 43-6024670

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

The St Louis Trust CO No 1100Clayton, MO 63105

(314) 727-4600

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$4,292

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

0.8%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,467,761

Up $11,395 (+0.8%) from 2018

Net Assets

Up

$1,467,761

Up $11,395 (+0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$127,066

Up $32,443 (+34%) from 2018

Expenses

Down

$115,671

Down $8,537 (-6.9%) from 2018

Net Income

Up

$11,395

Up $40,980 (+139%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,392,531Liabilities 2011: $12011Assets 2012: $1,384,455Liabilities 2012: $0Net Assets 2012: $1,384,4552012Assets 2013: $1,397,776Liabilities 2013: $12013Assets 2014: $1,437,860Liabilities 2014: $0Net Assets 2014: $1,437,8602014Assets 2015: $1,477,970Liabilities 2015: $12015Assets 2016: $1,519,392Liabilities 2016: $0Net Assets 2016: $1,519,3922016Assets 2017: $1,485,951Liabilities 2017: $0Net Assets 2017: $1,485,9512017Assets 2018: $1,456,366Liabilities 2018: $0Net Assets 2018: $1,456,3662018Assets 2019: $1,467,761Liabilities 2019: $0Net Assets 2019: $1,467,7612019Assets 2020: $1,392,430Liabilities 2020: $0Net Assets 2020: $1,392,4302020Assets 2021: $1,405,426Liabilities 2021: $12021Assets 2022: $1,386,548Liabilities 2022: $12022Assets 2023: $1,378,826Liabilities 2023: $12023

Highlighted filing

2019

Assets$1,467,761
Liabilities$0
Net Assets$1,467,761

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $173,630Expenses 2011: $120,820Net Income 2011: $52,8102011Expenses 2012: $119,3982012Revenue 2013: $135,572Expenses 2013: $122,251Net Income 2013: $13,3212013Revenue 2014: $172,825Expenses 2014: $132,741Net Income 2014: $40,0842014Revenue 2015: $145,725Expenses 2015: $105,615Net Income 2015: $40,1102015Revenue 2016: $118,284Expenses 2016: $76,862Net Income 2016: $41,4222016Revenue 2017: $79,442Expenses 2017: $112,883Net Income 2017: -$33,4412017Revenue 2018: $94,623Expenses 2018: $124,208Net Income 2018: -$29,5852018Revenue 2019: $127,066Expenses 2019: $115,671Net Income 2019: $11,3952019Revenue 2020: $52,079Expenses 2020: $127,410Net Income 2020: -$75,3312020Revenue 2021: $164,789Expenses 2021: $151,793Net Income 2021: $12,9962021Revenue 2022: $119,049Expenses 2022: $137,927Net Income 2022: -$18,8782022Revenue 2023: $124,808Expenses 2023: $132,530Net Income 2023: -$7,7222023

Highlighted filing

2019

Revenue$127,066
Expenses$115,671
Net Income$11,395
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE ST LOUIS TRUST COMPANYTrusteeFT$4,292-$4,292
CHARLES E BASCOMTrustee-$0--
CONSTANCE B MCPHEETERSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHARLES SCHWAB CHARITABLE FUNDGENERALPFORLANDO, FL, US$50,600
Paid GrantOUR SISTER SCHOOLGENERALPUBLICNEW BEDFORD, MA, US$10,000
Paid GrantSIPPICAN HISTORICAL SOCIETYGENERALPUBLICMARION, MA, US$5,000
Paid GrantLEADERSHIP SOUTHCOASTGENERALPUBLICACUSHNET, MA, US$5,000
Paid GrantYWCA NEW BEDFORDGENERALPUBLICNEW BEDFORD, MA, US$5,000
Paid GrantROTCH-JONES-DUFF HOUSE & GARDEN MUSEUMGENERALPUBLICNEW BEDFORD, MA, US$3,000
Paid GrantCOMMUNITY NURSE HOME CAREGENERALPUBLICFAIRHAVEN, MA, US$2,000
Paid GrantPLANNED PARENTHOOD OF ST LOUISGENERALPUBLICST LOUIS, MO, US$2,000
Paid GrantYOUTH OPPORTUNITIES UNLIMITEDGENERALPUBLICCLEVELAND, OH, US$2,000
Paid GrantIMMIGRANTS' ASSISTANT CENTERGENERALPUBLICNEW BEDFORD, MA, US$2,000
Paid GrantELIZABETH TABER LIBRARYGENERALPUBLICMARION, MA, US$2,000
Paid GrantBUTTONWOOD PARK ZOOGENERALPUBLICNEW BEDFORD, MA, US$2,000
Paid GrantBUDDHAYANA FOUNDATIONGENERALPUBLICMARION, MA, US$1,000
Paid GrantSEWICKLEY ACADEMYGENERALPUBLICSEWICKLEY, PA, US$1,000
Paid GrantFONKOZEGENERALPUBLICWASHINGTON, DC, US$1,000
Paid GrantPLANNED PARENTHOOD LEAGUE OF MAGENERALPUBLICBOSTON, MA, US$1,000
Paid GrantTASTKE INTERNATIONAL SCHOOLGENERALPUBLICGANGTOK, IN$1,000
Paid GrantWHALEGENERALPUBLICWAILUKU, HI, US$1,000
Paid GrantLARCHMONT CHARTER WEST HOLLYWOODGENERALPUBLICWEST HOLLYWOOD, CA, US$1,000
Paid GrantHANDS IN OUTREACHGENERALPUBLICSHEFFIELD, MA, US$1,000
Paid GrantDREAM OUT LOUDGENERALPUBLICNEW BEDFORD, MA, US$1,000
Paid GrantCLOPTON SCHOOLGENERALPUBLICCLARKSVILLE, MO, US$1,000
Paid GrantNEW BEDFORD FESTIVAL THEATERGENERALPUBLICNEW BEDFORD, MA, US$600
Paid GrantPARTNERS IN HEALTHGENERALPUBLICBOSTON, MA, US$500
Paid GrantPERENNIALGENERALPUBLICST LOUIS, MO, US$500
Paid GrantMA AUDUBON COASTAL WATERBIRDGENERALPUBLICLINCOLN, MA, US$500
Paid GrantFRIENDS OF BUTTONWOOD PARKGENERALPUBLICNEW BEDFORD, MA, US$500
Paid GrantNEW BEDFORD WOMEN'S CENTERGENERALPUBLICNEW BEDFORD, MA, US$500
Paid GrantWBURGENERALPUBLICBOSTON, MA, US$500
Paid GrantLLOYD CENTERGENERALPUBLICPORTLAND, OR, US$500
Paid GrantMAX WARBURG COURAGE CURRICULUMGENERALPUBLICBOSTON, MA, US$500
Paid GrantHOLLINS UNIVERSITYGENERALPUBLICROANOKE, VA, US$500
Paid GrantECODISTRICTSGENERALPUBLICPORTLAND, OR, US$500
Paid GrantCOASTAL NEIGHBORS NETWORKGENERALPUBLICSOUTH DARTMOUTH, MA, US$500
Paid GrantBORDER COMMUNITY ALLIANCEGENERALPUBLICTUBAC, AZ, US$400
Paid GrantSIPPICAN CHORAL SOCIETYGENERALPUBLICMARION, MA, US$200
Paid GrantELLIS SCHOOLGENERALPUBLICBELLEVILLE, IL, US$200
Paid GrantNATIONAL TRUST FOR HISTORIC PRESERVATIONGENERALPUBLICWASHINGTON, DC, US$100
Filing and Contact Details

Filer

Filer Name
Bascom Charitable Foundation
EIN
43-6024670
Phone
3147274600
Address
THE ST LOUIS TRUST CO NO 1100, CLAYTON, MO 63105

Signing Officer

Name
The St Louis Trust Company
Title
Trustee
Phone
3147274600
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mo Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Raw XML AppendixShowing 400 of 665 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01383810
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111515
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB - 3172
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0104704
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE ST LOUIS TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES E BASCOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CONSTANCE B MCPHEETERS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O THE ST LOUIS TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O THE ST LOUIS TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST LOUIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ST LOUIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02181684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02138629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01979409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02083373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02174977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0108029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222686
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0106818
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0108029
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01211
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE ST LOUIS TRUST COMPANY
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063105
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE IN WRITTEN FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN J STIKA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03147191528
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07701 FORSYTH BLVD SUITE 1100
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROTCH-JONES-DUFF HOUSE & GARDEN MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY NURSE HOME CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SIPPICAN HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PERENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SEWICKLEY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MA AUDUBON COASTAL WATERBIRD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FONKOZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FRIENDS OF BUTTONWOOD PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NEW BEDFORD WOMEN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12OUR SISTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13PLANNED PARENTHOOD LEAGUE OF MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14BORDER COMMUNITY ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SIPPICAN CHORAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TASTKE INTERNATIONAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17WBUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18WHALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19PLANNED PARENTHOOD OF ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20NEW BEDFORD FESTIVAL THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21LLOYD CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22MAX WARBURG COURAGE CURRICULUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23YOUTH OPPORTUNITIES UNLIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24LEADERSHIP SOUTHCOAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25LARCHMONT CHARTER WEST HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26IMMIGRANTS' ASSISTANT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27HOLLINS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28HANDS IN OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29ELLIS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30ELIZABETH TABER LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31ECODISTRICTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32DREAM OUT LOUD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33COASTAL NEIGHBORS NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34CLOPTON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35BUTTONWOOD PARK ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36NATIONAL TRUST FOR HISTORIC PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37YWCA NEW BEDFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt32PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt33PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt35PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt36PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt37PUBLIC
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