Civic Intelligence

The Halstatt Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-3685970

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

461%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

978%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,063,081

Up $2,516,642 (+461%) from 2019

Net Assets

Up

$3,063,081

Up $2,516,642 (+461%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$2,570,366

Up $2,332,015 (+978%) from 2019

Expenses

Down

$53,724

Down $223,627 (-81%) from 2019

Net Income

Up

$2,516,642

Up $2,555,642 (+6553%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $476,846Liabilities 2014: $0Net Assets 2014: $476,8462014Assets 2015: $443,156Liabilities 2015: $0Net Assets 2015: $443,1562015Assets 2016: $557,053Liabilities 2016: $0Net Assets 2016: $557,0532016Assets 2017: $526,941Liabilities 2017: $0Net Assets 2017: $526,9412017Assets 2018: $585,439Liabilities 2018: $0Net Assets 2018: $585,4392018Assets 2019: $546,439Liabilities 2019: $0Net Assets 2019: $546,4392019Assets 2020: $3,063,081Liabilities 2020: $0Net Assets 2020: $3,063,0812020Assets 2021: $3,071,189Liabilities 2021: $0Net Assets 2021: $3,071,1892021Assets 2022: $3,093,650Liabilities 2022: $0Net Assets 2022: $3,093,6502022Assets 2023: $4,119,298Liabilities 2023: $0Net Assets 2023: $4,119,2982023Assets 2024: $4,279,498Liabilities 2024: $0Net Assets 2024: $4,279,4982024

Highlighted filing

2020

Assets$3,063,081
Liabilities$0
Net Assets$3,063,081
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $504,338Expenses 2014: $31,644Net Income 2014: $472,6942014Revenue 2015: $8,926Expenses 2015: $42,616Net Income 2015: -$33,6902015Revenue 2016: $142,626Expenses 2016: $28,729Net Income 2016: $113,8972016Revenue 2017: $34,117Expenses 2017: $64,229Net Income 2017: -$30,1122017Revenue 2018: $112,420Expenses 2018: $53,922Net Income 2018: $58,4982018Revenue 2019: $238,351Expenses 2019: $277,351Net Income 2019: -$39,0002019Revenue 2020: $2,570,366Expenses 2020: $53,724Net Income 2020: $2,516,6422020Revenue 2021: $78,172Expenses 2021: $70,064Net Income 2021: $8,1082021Revenue 2022: $168,974Expenses 2022: $146,513Net Income 2022: $22,4612022Revenue 2023: $1,120,220Expenses 2023: $99,572Net Income 2023: $1,020,6482023Revenue 2024: $446,479Expenses 2024: $286,279Net Income 2024: $160,2002024

Highlighted filing

2020

Revenue$2,570,366
Expenses$53,724
Net Income$2,516,642
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick GeorgeVP-$0--
Katherine Gordon SproulDir, Treas-$0--
Juliet Anne SproulDir, Sec-$0--
Jennifer S SullivanPres, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY SCHOOL OF NAPLES INCCharitable EventPCNAPLES, FL, US$10,000
Paid GrantNAPLES COMMUNITY HOSPITAL INCGeneral & Unrestricted (see general explanation)PCNAPLES, FL, US$7,500
Paid GrantRIPPOWAM CISQUA SCHOOL INCGeneral & UnrestrictedPCBEDFORD, NY, US$6,000
Paid GrantDAVID LAWRENCE MENTAL HEALTH CENTER INCCharitable eventPCNAPLES, FL, US$2,500
Paid GrantPALM BEACH FIREFIGHTERS BENEVOLENTGeneral & Unrestricted (see general explanation)PCPALM BEACH, FL, US$2,500
Paid GrantMERRIE WOODE FOUNDATION INCGeneral & UnrestrictedPCSAPPHIRE, NC, US$2,000
Paid GrantDAVID LAWRENCE MENTAL HEALTH CENTER INCGeneral & Unrestricted (see general explanation)PCNAPLES, FL, US$1,250
Paid GrantBEDFORD PLAYHOUSE INCGeneral & UnrestrictedPCBEDFORD, NY, US$1,000
Paid GrantENDEAVOR THERAPEUTIC HORSEMANSHIP INCGeneral & UnrestrictedPCMOUNT KISCO, NY, US$1,000
Paid GrantSILVER HILL HOSPITAL INCGeneral & UnrestrictedPCNEW CANAAN, CT, US$1,000
Paid GrantFEEDING WESTCHESTER INCGeneral & UnrestrictedPCELMSFORD, NY, US$600
Filing and Contact Details

Filer

Filer Name
The Halstatt Charitable Foundation
EIN
46-3685970
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Patrick George
Title
Vice President
Phone
8008391754
Signed
2021-11-15
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
Raw XML AppendixShowing 400 of 431 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART XV (FORM 990-PF):
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PARTS I AND XV:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART XV (FORM 990-PF):
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, PARTS I AND XV:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF N95 MASKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $11,250 TOTAL BOOK VALUE OF PROPERTY: $11,250 TOTAL AMOUNT OF GRANTS: $11,250 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: 0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: N95 MASKS UNITS: 500 DATE OF DISTRIBUTION: 4/13/2020 GRANT RECIPIENT: DAVID LAWRENCE MENTAL HEALTH CENTER INC FMV OF PROPERTY: $1,250 BOOK VALUE OF PROPERTY: $1,250 TOTAL AMOUNT OF GRANT: $1,250 DESCRIPTION OF PROPERTY: N95 MASKS UNITS: 3,000 DATE OF DISTRIBUTION: 4/13/2020 GRANT RECIPIENT: NAPLES COMMUNITY HOSPITAL INC FMV OF PROPERTY: $7,500 BOOK VALUE OF PROPERTY: $7,500 TOTAL AMOUNT OF GRANT: $7,500 DESCRIPTION OF PROPERTY: N95 MASKS UNITS: 1,000 DATE OF DISTRIBUTION: 4/13/2020 GRANT RECIPIENT: PALM BEACH FIREFIGHTERS BENEVOLENT FMV OF PROPERTY: $2,500 BOOK VALUE OF PROPERTY: $2,500 TOTAL AMOUNT OF GRANT: $2,500
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $35,350 Less amount counted as a qualifying distribution on Part XII, Line 2a: $11,250 TOTAL Part I, Line 25, Column (d): $24,100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patrick George
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Katherine Gordon Sproul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Juliet Anne Sproul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jennifer S Sullivan
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt96000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted (see general explanation)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General & Unrestricted (see general explanation)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General & Unrestricted (see general explanation)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEDFORD PLAYHOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY SCHOOL OF NAPLES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DAVID LAWRENCE MENTAL HEALTH CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DAVID LAWRENCE MENTAL HEALTH CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ENDEAVOR THERAPEUTIC HORSEMANSHIP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FEEDING WESTCHESTER INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NAPLES COMMUNITY HOSPITAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PALM BEACH FIREFIGHTERS BENEVOLENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9RIPPOWAM CISQUA SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SILVER HILL HOSPITAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0633 OLD POST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113275 LIVINGSTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26075 BATHEY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36075 BATHEY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4556 CROTON LAKE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 CLEARBROOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 MERRIE WOODE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 413029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 2190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 488
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10208 VALLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOUNT KISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ELMSFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAPPHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW CANAAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628774
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1006840
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0246112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020621
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0296740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0246112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025447
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053566
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0296740
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0334387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Juliet C Sproul Revocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02600 Golden Gate Parkway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Naples
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02521890
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0435091
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1779654
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2117830
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3218450
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt419739
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5771765
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6179361
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ISHARES S&P 500 INDEX FD IVV, 1396 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1ISHARES BARCLAYS US AGGREGATE BOND FUND AGG, 6612 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 664 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3VANGUARD SM-CAP ETF VB, 1497 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4ISHARES DOW JONES US REAL ESTATE IYR, 247 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5VANGUARD CHARLOTTE INTL BD IDX ETF BNDX, 13422 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6ISHARES MSCI EMERGING MARKETS INDEX FD EEM, 4200 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62020-07-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018191
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Juliet C Sproul Revocable Trust
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02600 Golden Gate Parkway
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Naples
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034105

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,063,081
Liabilities
$0
Net assets
$3,063,081
Revenue
$2,570,366
Expenses
$53,724
Net income
$2,516,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.45$0.29$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.12$0.10$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.17$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.57$0.05$2.52
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.24$0.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.11$0.05$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.14$0.03$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.50$0.03$0.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits