Civic Intelligence

The Scioto County Area Foundation

990 • Fiscal year 2018 • EIN 51-0157026

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 23, 2019

303 Chillicothe StreetPortsmouth, OH 45662

(740) 354-4612

Siviq Scores

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

Liabilities / Assets

34th percentile

0.11x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

2.47x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

28th percentile

-1.0%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$98,641

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

35th percentile

-0.5%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-68%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$37,799,434

Down $174,821 (-0.5%) from 2017

Net Assets

Down

$33,552,875

Down $16,581 (-0.0%) from 2017

Liabilities

Down

$4,246,559

Down $158,240 (-3.6%) from 2017

Revenue

Down

$1,721,713

Down $3,689,089 (-68%) from 2017

Expenses

Down

$1,738,294

Down $177,602 (-9.3%) from 2017

Net Income

Down

-$16,581

Down $3,511,487 (-100%) from 2017

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $23,622,339Liabilities 2010: $2,567,927Net Assets 2010: $21,054,4122010Assets 2011: $23,250,500Liabilities 2011: $2,633,716Net Assets 2011: $20,616,7842011Assets 2012: $25,346,512Liabilities 2012: $3,812,561Net Assets 2012: $21,533,9512012Assets 2013: $32,950,788Liabilities 2013: $3,903,809Net Assets 2013: $29,046,9792013Assets 2014: $31,861,189Liabilities 2014: $3,952,890Net Assets 2014: $27,908,2992014Assets 2015: $30,944,868Liabilities 2015: $3,791,276Net Assets 2015: $27,153,5922015Assets 2016: $31,933,898Liabilities 2016: $3,746,063Net Assets 2016: $28,187,8352016Assets 2017: $37,974,255Liabilities 2017: $4,404,799Net Assets 2017: $33,569,4562017Assets 2018: $37,799,434Liabilities 2018: $4,246,559Net Assets 2018: $33,552,8752018Assets 2019: $43,899,169Liabilities 2019: $4,968,003Net Assets 2019: $38,931,1662019Assets 2020: $49,499,589Liabilities 2020: $5,944,955Net Assets 2020: $43,554,6342020Assets 2021: $54,852,608Liabilities 2021: $7,073,088Net Assets 2021: $47,779,5202021Assets 2022: $47,068,841Liabilities 2022: $6,306,381Net Assets 2022: $40,762,4602022Assets 2023: $58,416,070Liabilities 2023: $8,115,143Net Assets 2023: $50,300,9272023Assets 2024: $65,415,365Liabilities 2024: $9,489,796Net Assets 2024: $55,925,5692024

Highlighted filing

2018

Assets$37,799,434
Liabilities$4,246,559
Net Assets$33,552,875

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,214,2252010Expenses 2011: $1,386,9932011Expenses 2012: $1,789,9992012Revenue 2013: $7,530,727Expenses 2013: $1,559,443Net Income 2013: $5,971,2842013Revenue 2014: $2,234,741Expenses 2014: $3,599,316Net Income 2014: -$1,364,5752014Revenue 2015: $2,402,233Expenses 2015: $1,566,488Net Income 2015: $835,7452015Revenue 2016: $2,812,640Expenses 2016: $1,391,022Net Income 2016: $1,421,6182016Revenue 2017: $5,410,802Expenses 2017: $1,915,896Net Income 2017: $3,494,9062017Revenue 2018: $1,721,713Expenses 2018: $1,738,294Net Income 2018: -$16,5812018Revenue 2019: $7,173,383Expenses 2019: $1,795,092Net Income 2019: $5,378,2912019Revenue 2020: $6,342,842Expenses 2020: $1,719,374Net Income 2020: $4,623,4682020Revenue 2021: $6,211,314Expenses 2021: $1,986,428Net Income 2021: $4,224,8862021Revenue 2022: $3,148,736Expenses 2022: $1,943,676Net Income 2022: $1,205,0602022Revenue 2023: $8,159,831Expenses 2023: $1,919,903Net Income 2023: $6,239,9282023Revenue 2024: $5,749,810Expenses 2024: $2,294,157Net Income 2024: $3,455,6532024

Highlighted filing

2018

Revenue$1,721,713
Expenses$1,738,294
Net Income-$16,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$1,721,713
Mission and Program Overview

Mission

The mission of the scioto foundation is to improve, enhance, and enrich the quality of life for all residents of southern ohio and northern kentucky through practicing wise and careful investment of assets, providing a continuous stream of income to benefit community need and the intent of our donors, promoting philanthropy to all persons in the region, demonstrating leadership through collaborative partnerships with community organizations and monitoring the outcomes of our grant making

This entity provides an avenue by which a donor can provide funds (as charity) to schools, churches and other expempt organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$37,182,727$36,846,930▼ $335,797
Savings and Temporary Cash Investments$638,739$801,179▲ $162,440
Land, Buildings, and Equipment, Net$63,737$53,538▼ $10,199
Total Assets$37,974,255$37,799,434▼ $174,821
Other Assets Total$89,052$97,787▲ $8,735
Liabilities
Escrow Account Liability$4,348,305$4,181,104▼ $167,201
Grants Payable$37,438$46,931▲ $9,493
Accounts Payable and Accrued Expenses$19,056$18,524▼ $532
Total Liabilities$4,404,799$4,246,559▼ $158,240
Net Assets / Fund Balance
Temporarily Rstr Net Assets$19,155,815$20,295,651▲ $1,139,836
Permanently Rstr Net Assets$8,168,134$7,492,786▼ $675,348
Unrestricted Net Assets$6,245,507$5,764,438▼ $481,069
Total Net Assets Fund Balance$33,569,456$33,552,875▼ $16,581
Total Liabilities and Net Assets / Fund Balance$37,974,255$37,799,434▼ $174,821

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,764$48,258-
Leasehold Improvements$47,774$133,439-
Other Securities$36,846,930--
Financial Derivatives$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$33,569,456$2,189,827▼ $468,114$334,129$33,552,875
2017$27,994,372$2,658,222▲ $4,832,758$622,693$33,569,456
2016$28,275,249$755,093▲ $1,669,709$270,796$27,994,372
2015$28,474,320$740,415▼ $243,164$-435,083$28,275,249
2014$28,886,749$675,113▲ $1,553,284$-476,186$28,474,320
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim CutlipExecutive DirectorFT$98,641$98,641
Josh HowardBoard Member-$200$200

Board Members and Trustees

NameTitle
Lee PowellBoard Chair
Jodi HighBoard Member
Jonica BurkeBoard Member
Debra EshamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,189,827
Program Service Revenue
$0
Investment Income
$-469,091
Other Revenue
$977
All Other Contributions
$2,189,827
Change in Net Assets
$-16,581

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,721,713
Total Revenue per Audited Statements
$1,721,713
Total Revenue per Form 990
$1,721,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,219,961
Salaries, Compensation, and Employee Benefits$263,993
Other Expenses$254,340
Total Fundraising Expense$48,116
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,219,961--$1,219,961
Other Salaries and Wages$150,500$62,801$22,500$235,801
Fees for Service Investment Mgmnt Fees$126,721$0$0$126,721
Other Expenses$28,791$9,110$9,614$47,515
Occupancy$0$19,773$0$19,773
Fees for Services Accounting$0$18,802$0$18,802
Payroll Taxes$13,859$2,690$1,930$18,479
Conferences and Meetings$8,103$5,898$2,205$16,206
Depreciation Depletion$0$10,199$0$10,199
Advertising$0$0$9,766$9,766
Pension Plan Contributions$4,430$1,181$1,477$7,088
Insurance$0$2,809$0$2,809
Other Employee Benefits$0$2,625$0$2,625
Travel$1,725$0$624$2,349
Fees for Services Legal$0$200$0$200
Total Functional Expenses$1,554,090$136,088$48,116$1,738,294

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,738,294
Total Expenses per Audited Statements$1,738,294
Total Expenses per Form 990$1,738,294
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portsmouth Wind SympthonyPortsmouth, OH501(c)(3)General Support$154,797
South Central Ohio EscNew Boston, OH501(c)(3)General Support$139,092
Miami UniversityOxford, OH501(c)(3)Scholarships$74,555
University of CincinnatiCincinnati, OH501(c)(3)General Support$65,257
Ohio State UniversityColumbus, OH501(c)(3)Scholarships$45,029
Otterbein UniversityWesterville, OH-Scholarships$43,150
Ohio UniversityAthens, OH501(c)(3)Scholarships$23,420
Morehead State UniversityMorehead, KY501(c)(3)Scholarships$21,601
Marshall UniversityHuntington, WV501(c)(3)Scholarships$18,230
Orvc-american Red CrossPortsmouth, OH501(c)(3)General Suppport$17,268
Southern Ohio Medical CenterPortsmouth, OH501(c)(3)General Support$15,962
Ohio Wesleyan UniverisityDelaware, OH501(c)(3)Scholarships$14,395
Notre Dame High SchoolPortsmouth, OH501(c)(3)Scholarships/gen Support$13,180
Sierras HavenPortsmouth, OH501(c)(3)General Support$13,000
Portsmouth Public LibraryPortsmouth, OH501(c)(3)General Support$12,985
Cornerstone United Methodist CurchPortsmouth, OH501(c)(3)General Support$12,180
Friends of Greenlawn CemeteryPortsmouth, OH501(c)(3)General Support$12,000
Wright State UniversityDayton, OH-Scholarships$11,503
Portsmouth City SdPortsmouth, OH-General Support$8,274
Southern Ohio MuseumPortsmouth, OH501(c)(3)General Support$8,000
Southern Ohio Performing Arts AssocPortsmouth, OH501(c)(3)General Support$7,500
Oberlin CollegeOberlin, OH501(c)(3)Scholarships$6,661
Shawnee State UniversityPortsmouth, OH501(c)(3)Scholarships$6,500
Scioto County CAOPortsmouth, OH501(c)(3)Dental Center$5,780
Portsmouth Area Arts CouncilPortsmouth, OH501(c)(3)General Support$5,455
Scioto Christian MinistryPortsmouth, OH-General Support-
Sciotoville Christian ChurchPortsmouth, OH-General Support-
St Marys Catholic ChurchPortsmouth, OH-General Support-
The Salvation ArmyPortsmouth, OH-General Support-
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Scioto Foundation
EIN
51-0157026
Phone
7403544612
Address
303 CHILLICOTHE STREET, PORTSMOUTH, OH 45662

Signing Officer

Name
Kim Cutlip
Title
Executive Director
Phone
7403544612
Signed
2019-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Cutlip
Formed
1974
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
12
Volunteers
5

Preparer

Firm
Michael L Gampp CPA
Address
1033 Santana Street, Columbus, OH 43235
Preparer
Michael L Gampp CPA
Phone
7402850554
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A complete copy of the 990 is provided to all board members for their review.

Pt VI, Line 12C

Annual conflict of interest and discloure statements are signed by each board member.

Pt VI, Line 15A

Executive compensation for ceo is established by outside board members after reveiwing compensation surveys as well as local market conditions

Pt VI, Line 15B

Executive compensation for staff is established by outside board members after reveiwing compensation surveys as well as local market conditions

Pt VI, Line 19

Govefrning documents, financial statements and 990's are all available to the public for inspection upon request

Financial Statement Notes

Pt IV, Line 2B

The foundation maintains custody of approximately 36 agency endowmnet funds for the benefit of other not for profit organizations

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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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IRS990/MissionDesc0THE MISSION OF THE SCIOTO FOUNDATION IS TO IMPROVE, ENHANCE AND ENRICH THE QUALITY OF LIFE FOR ALL RESIDENTS OF SOUTHERN OHIO AND NORTHERN KENTUCKY THROUGH PRACTICING WISE AND CAREFUL INVESTMENT OF ASSETS, PROVIDING A CONTINUOUS STREAM OF INCOME TO BENEFIT COMMUNITY NEED AND THE INTENT OF OUR DONORS, PROMOTING PHILANTHROPY TO ALL PERSONS IN THE REGION DEMONSTRATING LEADERSHIP THROUGH COLLABERATIVE PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS AND MONITORING OUTCOMES OF OUR GRANT MAKING.
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1300688
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1300688
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019773
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt019773
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt089052
IRS990/OtherAssetsTotalGrp/EOYAmt097787
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02625
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02625
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/FundraisingAmt09614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09110
IRS990/OtherExpensesGrp/ProgramServicesAmt028791
IRS990/OtherExpensesGrp/TotalAmt047515
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOULS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0977
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0977
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062801
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0150500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0235801
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01930
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02690
IRS990/PayrollTaxesGrp/ProgramServicesAmt013859
IRS990/PayrollTaxesGrp/TotalAmt018479
IRS990/PensionPlanContributionsGrp/FundraisingAmt01477
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01181
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04430
IRS990/PensionPlanContributionsGrp/TotalAmt07088
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08168134
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07492786
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KIM CUTLIP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO COLLEGES AND UNIVERSITIES. SCHOLARSHIPS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION ON BEHALF OF STUDENTS FROM THE SCIOTO COUNTY AREA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0499912
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0392431
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0LOCAL SCHOOLS, CHURCHES AND OTHER ORGANIZATIONS WHICH PROVIDE PHYSICAL AND EMOTIONAL SUPPORT TO THE AREA RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0696066
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0546412
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02658222
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01120147
IRS990/PYInvestmentIncomeAmt02752521
IRS990/PYOtherExpensesAmt0556820
IRS990/PYOtherRevenueAmt059
IRS990/PYRevenuesLessExpensesAmt03494906
IRS990/PYSalariesCompEmpBnftPaidAmt0238929
IRS990/PYTotalExpensesAmt01915896
IRS990/PYTotalRevenueAmt05410802
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16581
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0638739
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0801179
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISC INCOME 2014: 12462. 2015: 333. 2016: 463. 2017: 59.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02189827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02658222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0755093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01069748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0675113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07348003
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01475352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0793890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0740415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0914772
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03924429
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt059
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0463
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0333
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012462
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013317
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65110
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.68930
IRS990ScheduleA/PublicSupportTotal170Amt07348003
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02189827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02658222
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0755093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01069748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0675113
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07348003
IRS990ScheduleA/TotalSupportAmt011285749
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0184204
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt033569456
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02189827
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033552875
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01219961
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-468114
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0334129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0173056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt027994372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02658222
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt033569456
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01120147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04832758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0622693
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0159198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt028275249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0755093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt027994372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02275685
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01669709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0270796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt028474320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0740415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028275249
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01131405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-243164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-435083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028886749
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0675113
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt028474320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03117012
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01553284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-476186
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05764
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048258
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt054022
IRS990ScheduleD/ExpensesSubtotalAmt01738294
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047774
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0133439
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0181213
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt036846930
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES MANAGED BY OUTSIDE MONEY MANAGERS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt01721713
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MAINTAINS CUSTODY OF APPROXIMATELY 36 AGENCY ENDOWMNET FUNDS FOR THE BENEFIT OF OTHER NOT FOR PROFIT ORGANIZATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053538
IRS990ScheduleD/TotalBookValueSecuritiesAmt036846930
IRS990ScheduleD/TotalExpensesPerForm990Amt01738294
IRS990ScheduleD/TotalRevenuePerForm990Amt01721713
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01721713
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01738294
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05780
IRS990ScheduleI/RecipientTable/CashGrantAmt112000
IRS990ScheduleI/RecipientTable/CashGrantAmt212180
IRS990ScheduleI/RecipientTable/CashGrantAmt318230
IRS990ScheduleI/RecipientTable/CashGrantAmt474555
IRS990ScheduleI/RecipientTable/CashGrantAmt521601
IRS990ScheduleI/RecipientTable/CashGrantAmt613180
IRS990ScheduleI/RecipientTable/CashGrantAmt745029
IRS990ScheduleI/RecipientTable/CashGrantAmt823420
IRS990ScheduleI/RecipientTable/CashGrantAmt914395
IRS990ScheduleI/RecipientTable/CashGrantAmt1017268
IRS990ScheduleI/RecipientTable/CashGrantAmt115455
IRS990ScheduleI/RecipientTable/CashGrantAmt12154797
IRS990ScheduleI/RecipientTable/CashGrantAmt136500
IRS990ScheduleI/RecipientTable/CashGrantAmt1413000
IRS990ScheduleI/RecipientTable/CashGrantAmt15139092
IRS990ScheduleI/RecipientTable/CashGrantAmt1615962
IRS990ScheduleI/RecipientTable/CashGrantAmt178000
IRS990ScheduleI/RecipientTable/CashGrantAmt187500
IRS990ScheduleI/RecipientTable/CashGrantAmt1912985
IRS990ScheduleI/RecipientTable/CashGrantAmt2065257
IRS990ScheduleI/RecipientTable/CashGrantAmt216661
IRS990ScheduleI/RecipientTable/CashGrantAmt2243150
IRS990ScheduleI/RecipientTable/CashGrantAmt2311503
IRS990ScheduleI/RecipientTable/CashGrantAmt248274
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.4$9.49$55.9$5.75$2.29$3.46
2023Summary only. Only limited summary data is available for this year.$58.4$8.12$50.3$8.16$1.92$6.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$6.31$40.8$3.15$1.94$1.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$7.07$47.8$6.21$1.99$4.22
2020Summary only. Only limited summary data is available for this year.$49.5$5.94$43.6$6.34$1.72$4.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$4.97$38.9$7.17$1.80$5.38
2018Detailed filing. Detailed filing data is available for this year.$37.8$4.25$33.6$1.72$1.74$0.02
2017Summary only. Only limited summary data is available for this year.$38.0$4.40$33.6$5.41$1.92$3.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$3.75$28.2$2.81$1.39$1.42
2015Detailed filing. Detailed filing data is available for this year.$30.9$3.79$27.2$2.40$1.57$0.84
2014Detailed filing. Detailed filing data is available for this year.$31.9$3.95$27.9$2.23$3.60$1.36
2013Detailed filing. Detailed filing data is available for this year.$33.0$3.90$29.0$7.53$1.56$5.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$3.81$21.5$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$2.63$20.6$1.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$2.57$21.1$1.21