Civic Intelligence

The Scioto County Area Foundation

990 • Fiscal year 2019 • EIN 51-0157026

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

35th percentile

0.11x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.69x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$113,674

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

317%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$43,899,169

Up $6,099,735 (+16%) from 2018

Net Assets

Up

$38,931,166

Up $5,378,291 (+16%) from 2018

Liabilities

Up

$4,968,003

Up $721,444 (+17%) from 2018

Revenue

Up

$7,173,383

Up $5,451,670 (+317%) from 2018

Expenses

Up

$1,795,092

Up $56,798 (+3.3%) from 2018

Net Income

Up

$5,378,291

Up $5,394,872 (+32536%) from 2018

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

2019

Assets$43,899,169
Liabilities$4,968,003
Net Assets$38,931,166

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

2019

Revenue$7,173,383
Expenses$1,795,092
Net Income$5,378,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$7,173,383
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$36,846,930$42,909,433▲ $6,062,503
Savings and Temporary Cash Investments$801,179$837,155▲ $35,976
Land, Buildings, and Equipment, Net$53,538$56,269▲ $2,731
Total Assets$37,799,434$43,899,169▲ $6,099,735
Other Assets Total$97,787$96,312▼ $1,475
Liabilities
Escrow Account Liability$4,181,104$4,905,496▲ $724,392
Grants Payable$46,931$45,619▼ $1,312
Accounts Payable and Accrued Expenses$18,524$16,888▼ $1,636
Total Liabilities$4,246,559$4,968,003▲ $721,444
Net Assets / Fund Balance
Net Assets With Donor Restrictions$27,788,437$32,138,038▲ $4,349,601
Net Assets Without Donor Restrictions$5,764,438$6,793,128▲ $1,028,690
Total Net Assets Fund Balance$33,552,875$38,931,166▲ $5,378,291
Total Liabilities and Net Assets / Fund Balance$37,799,434$43,899,169▲ $6,099,735

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$47,271$22,436-
Leasehold Improvements$8,998$172,215-
Other Securities$42,909,433--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$33,552,875---$33,552,875
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim CutlipExecutive DirectorFT$113,674$113,674
Josh HowardBoard Member-$2,813$2,813

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,207,219
Program Service Revenue
$0
Investment Income
$5,964,269
Other Revenue
$1,895
All Other Contributions
$1,207,219
Change in Net Assets
$5,378,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,173,383
Total Revenue per Audited Statements
$7,173,383
Total Revenue per Form 990
$7,173,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,333,143
Salaries, Compensation, and Employee Benefits$282,360
Other Expenses$179,589
Total Fundraising Expense$51,476
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,333,143--$1,333,143
Other Salaries and Wages$164,392$66,784$25,686$256,862
Fees for Service Investment Mgmnt Fees$48,183$0$0$48,183
Other Expenses$10,243$18,821$6,991$36,055
Occupancy$0$24,446$0$24,446
Conferences and Meetings$10,444$5,222$5,222$20,888
Payroll Taxes$12,409$5,041$1,939$19,389
Fees for Services Accounting$0$18,130$0$18,130
Depreciation Depletion$0$12,954$0$12,954
Advertising$0$0$10,545$10,545
Pension Plan Contributions$4,102$1,666$341$6,109
Insurance$0$4,071$0$4,071
Fees for Services Legal$0$2,813$0$2,813
Travel$0$752$752$1,504
Total Functional Expenses$1,582,916$160,700$51,476$1,795,092

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,795,092
Total Expenses per Audited Statements$1,795,092
Total Expenses per Form 990$1,795,092
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 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
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
2020-11-04
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
966 Memories Lane, Westerville, OH 43081
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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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/NetAssetsOrFundBalancesEOYAmt038931166
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04784427
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04784427
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05764438
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06793128
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt024446
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt024446
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt097787
IRS990/OtherAssetsTotalGrp/EOYAmt096312
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/FundraisingAmt06991
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018821
IRS990/OtherExpensesGrp/ProgramServicesAmt010243
IRS990/OtherExpensesGrp/TotalAmt036055
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOULS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01895
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01895
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt01895
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025686
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt066784
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164392
IRS990/OtherSalariesAndWagesGrp/TotalAmt0256862
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01939
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05041
IRS990/PayrollTaxesGrp/ProgramServicesAmt012409
IRS990/PayrollTaxesGrp/TotalAmt019389
IRS990/PensionPlanContributionsGrp/FundraisingAmt0341
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01666
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04102
IRS990/PensionPlanContributionsGrp/TotalAmt06109
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/ExpenseAmt0477057
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0401781
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0LOCAL SCHOOLS, CHURCHES AND OTHER ORGANIZATIONS WHICH PROVIDE PHYSICAL AND EMOTIONAL SUPPORT TO THE AREA RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0816205
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0677413
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02189827
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01219961
IRS990/PYInvestmentIncomeAmt0-469091
IRS990/PYOtherExpensesAmt0254340
IRS990/PYOtherRevenueAmt0977
IRS990/PYRevenuesLessExpensesAmt0-16581
IRS990/PYSalariesCompEmpBnftPaidAmt0263993
IRS990/PYTotalExpensesAmt01738294
IRS990/PYTotalRevenueAmt01721713
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05378291
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0801179
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0837155
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISC INCOME 2015: 333. 2016: 463. 2017: 59.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01207219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02189827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02658222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0755093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01069748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07880109
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01475352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0793890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0740415
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03009657
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt059
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0463
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0333
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0855
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72360
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.65110
IRS990ScheduleA/PublicSupportTotal170Amt07880109
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01207219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02189827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02658222
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0755093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01069748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07880109
IRS990ScheduleA/TotalSupportAmt010890621
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/BeginningYearBalanceAmt033552875
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033552875
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0184204
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt033569456
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02189827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt033552875
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01219961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-468114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0334129
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0173056
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt027994372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02658222
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt033569456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01120147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04832758
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0622693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0159198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt028275249
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0755093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt027994372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02275685
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01669709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0270796
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028474320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0740415
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt028275249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01131405
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-243164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-435083
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt047271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022436
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt069707
IRS990ScheduleD/ExpensesSubtotalAmt01795092
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08998
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0172215
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0181213
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt042909433
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES MANAGED BY OUTSIDE MONEY MANAGERS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueSubtotalAmt07173383
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/TotalBookValueLandBuildingsAmt056269
IRS990ScheduleD/TotalBookValueSecuritiesAmt042909433
IRS990ScheduleD/TotalExpensesPerForm990Amt01795092
IRS990ScheduleD/TotalRevenuePerForm990Amt07173383
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07173383
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01795092
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)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(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
2019Detailed filing. Detailed filing data is available for this year.$43.9$4.97$38.9$7.17$1.80$5.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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