Civic Intelligence

National Catholic Community Foundation

990 • Fiscal year 2016 • EIN 52-2038242

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

1321 Generals Highway No 202Crownsville, MD 21032

(410) 923-3222

Siviq Scores

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

Liabilities / Assets

47th percentile

0.20x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.94x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$90,889

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

15th percentile

-6.0%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$11,574,764

Down $742,122 (-6.0%) from 2015

Net Assets

Down

$9,271,014

Down $620,165 (-6.3%) from 2015

Liabilities

Down

$2,303,750

Down $121,957 (-5.0%) from 2015

Revenue

Down

$2,461,137

Down $795,122 (-24%) from 2015

Expenses

Up

$3,354,143

Up $2,008,278 (+149%) from 2015

Net Income

Down

-$893,006

Down $2,803,400 (-147%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $4,158,778Liabilities 2010: $1,503,783Net Assets 2010: $2,654,9952010Assets 2011: $6,392,991Liabilities 2011: $2,334,699Net Assets 2011: $4,058,2922011Assets 2012: $8,657,018Liabilities 2012: $2,585,264Net Assets 2012: $6,071,7542012Assets 2013: $10,439,539Liabilities 2013: $2,741,027Net Assets 2013: $7,698,5122013Assets 2014: $11,277,383Liabilities 2014: $2,761,015Net Assets 2014: $8,516,3682014Assets 2015: $12,316,886Liabilities 2015: $2,425,707Net Assets 2015: $9,891,1792015Assets 2016: $11,574,764Liabilities 2016: $2,303,750Net Assets 2016: $9,271,0142016Assets 2017: $14,205,494Liabilities 2017: $2,652,589Net Assets 2017: $11,552,9052017Assets 2018: $21,147,902Liabilities 2018: $1,829,654Net Assets 2018: $19,318,2482018Assets 2019: $21,126,549Liabilities 2019: $2,269,342Net Assets 2019: $18,857,2072019Assets 2020: $25,159,346Liabilities 2020: $3,255,060Net Assets 2020: $21,904,2862020Assets 2021: $28,691,551Liabilities 2021: $3,498,938Net Assets 2021: $25,192,6132021Assets 2022: $23,320,975Liabilities 2022: $2,841,499Net Assets 2022: $20,479,4762022Assets 2023: $26,317,458Liabilities 2023: $3,642,683Net Assets 2023: $22,674,7752023Assets 2024: $27,715,116Liabilities 2024: $4,457,713Net Assets 2024: $23,257,4032024

Highlighted filing

2016

Assets$11,574,764
Liabilities$2,303,750
Net Assets$9,271,014

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $620,3482010Expenses 2011: $614,5402011Revenue 2012: $2,697,243Expenses 2012: $886,629Net Income 2012: $1,810,6142012Revenue 2013: $1,868,052Expenses 2013: $1,181,299Net Income 2013: $686,7532013Revenue 2014: $2,519,253Expenses 2014: $1,124,339Net Income 2014: $1,394,9142014Revenue 2015: $3,256,259Expenses 2015: $1,345,865Net Income 2015: $1,910,3942015Revenue 2016: $2,461,137Expenses 2016: $3,354,143Net Income 2016: -$893,0062016Revenue 2017: $3,053,572Expenses 2017: $1,857,450Net Income 2017: $1,196,1222017Revenue 2018: $10,981,323Expenses 2018: $2,383,556Net Income 2018: $8,597,7672018Revenue 2019: $2,543,523Expenses 2019: $5,243,846Net Income 2019: -$2,700,3232019Revenue 2020: $4,867,406Expenses 2020: $3,163,729Net Income 2020: $1,703,6772020Revenue 2021: $5,768,796Expenses 2021: $4,067,137Net Income 2021: $1,701,6592021Revenue 2022: $6,231,815Expenses 2022: $7,671,038Net Income 2022: -$1,439,2232022Revenue 2023: $4,334,268Expenses 2023: $4,326,811Net Income 2023: $7,4572023Revenue 2024: $4,711,702Expenses 2024: $4,855,442Net Income 2024: -$143,7402024

Highlighted filing

2016

Revenue$2,461,137
Expenses$3,354,143
Net Income-$893,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$8,041,599
Mission and Program Overview

Mission

To further philanthropy through designated funds.

The foundation accomplishes its missions of furthering philanthropy by providing donors with five options: donor advised funds, designated beneficiary funds, field of interest funds, undesignated funds and planned gifts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,803,701$5,358,017▲ $554,316
Investments Program Related$3,714,662$3,306,402▼ $408,260
Savings and Temporary Cash Investments$2,556,197$1,758,054▼ $798,143
Prepaid Expenses and Deferred Charges$978$2,568▲ $1,590
Land, Buildings, and Equipment, Net$756$421▼ $335
Investments in Publicly Traded Securities$0--
Total Assets$12,316,886$11,574,764▼ $742,122
Other Assets Total$1,240,592$1,149,302▼ $91,290
Liabilities
Other Liabilities$2,425,707$2,303,750▼ $121,957
Total Liabilities$2,425,707$2,303,750▼ $121,957
Net Assets / Fund Balance
Unrestricted Net Assets$8,666,854$8,199,040▼ $467,814
Temporarily Rstr Net Assets$1,224,325$1,071,974▼ $152,351
Total Net Assets Fund Balance$9,891,179$9,271,014▼ $620,165
Total Liabilities and Net Assets / Fund Balance$12,316,886$11,574,764▼ $742,122

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$421$49,227$49,648
Investment Program Related Org$3,306,402--
Other Assets Org$22,076--
Other Securities$1,533,982--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Edward RobinsonPresidentFT$90,889$90,889

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,049,569
Program Service Revenue
$121,939
Investment Income
$289,629
Other Revenue
$0
All Other Contributions
$2,049,569
Change in Net Assets
$-893,006

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$552,807Avg. Price Per Nyse
Real Estate Commercial1$7,100Fair Market Rent
Total Noncash Contributions11$559,907-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,461,137
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$272,841
Total Revenue per Audited Statements
$2,733,978
Total Revenue per Form 990
$2,461,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,869,625
Other Expenses$386,676
Salaries, Compensation, and Employee Benefits$97,842
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,869,625--$2,869,625
Interest$99,678--$99,678
Current Officers, Directors, Trustees, and Key Employees$49,989$40,900-$90,889
Fees for Service Investment Mgmnt Fees$54,635--$54,635
Insurance$6,185$42,411-$48,596
Office Expenses$15,166$12,408-$27,574
Fees for Services Accounting$12,151$9,941-$22,092
Occupancy$8,580$7,020-$15,600
Payroll Taxes$3,824$3,129-$6,953
Conferences and Meetings$250$204-$454
Other Expenses$425$1,729-$425
Depreciation Depletion$184$151-$335
Total Functional Expenses$3,234,108$120,035$0$3,354,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,354,143
Total Expenses per Audited Statements$3,354,143
Total Expenses per Form 990$3,354,143
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Daughters of St PaulJamaica Plain, MA-FUND THE CENTER FOR EXCELLENCE FOR WOMEN'S HEALTH$396,213
Edmunite Southern Missions FundCrownsville, MD-Support the Mission$347,917
Congregation of Passion Holy CrossPark Ridge, IL-To Assist With Classical Catholic Education$150,400
Jesuit-run North Bengal St Xavier College--In Memory of Wounded Soldiers$10,000
Ocean City Community Center AssociationOcean City, NJ-Replace Teachers Computers$10,000
Franciscan University of Steubenville--Toward the Hispanic Lay Leadership Initiative$8,000
National Catholic Community FoundationCrownsville, MD-Operations$8,000
Family Life Education Foundation--To Fund Operations$7,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$1,176,524
Assets Held in Trust$1,127,226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two of the board members are brothers.

Form 990, Part VI, Section B, Line 11B

The 990 is provided to the president and treasurer for review prior to filing. All changes noted are corrected prior to filing.

Form 990, Part VI, Section B, Line 15B

The board of directors reviews and approves the salary levels by comparing to industry data and standards and their decision is documented in the minutes to the board of directors meetings.

Form 990, Part VI, Section C, Line 19

The foundation makes it's governing documents available on their website, upon request as well as through guidestar's website.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Edward robinson - two glen, sherwood forest, md 21405. M. Lisa howard - 105 shandon place, malvern, pa 19355. Richard dowling - 4990 sentinal drive #104, bethesda, md 20816. Daniel medinger - 8324 governor grayson way, ellicott city, md 21043. James crowley - 1 red cedar road, amelia island, fl 32034. Michael duffy - po box 178, grand river, oh 44045. Dana p. Robinson - 101 moynahan lane, avondale, pa 19311. James delaney - 112 rose lane, haverford, pa 19041. George creel - 900 malvern hill drive, davidsonville, md 21035. James coffey - 2403 merwood lane, havertown, pa 19083. Alicia bondanella - 111 lee ave, #403, takoma park, md 20912.

Filing and Contact Details

Filer

Filer Name
National Catholic Community Foundation
EIN
52-2038242
Phone
4109233222
Address
1321 GENERALS HIGHWAY NO 202, CROWNSVILLE, MD 21032

Signing Officer

Name
Edward Robinson
Title
President
Phone
4109233222
Signed
2017-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Robinson
Formed
1997
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
10
Employees
1
Volunteers
0

Preparer

Firm
Novotny Larash & Venters Pa
Address
60 WEST STREET SUITE 205, ANNAPOLIS, MD 21401
Preparer
William W Larash Jr CPA
Phone
4102686154
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There has been no change to the organizations reveiw policy.

Financial Statement Notes

PART X, LINE 2:

Fin 48 disclosure in audited financial statements:effective january 1, 2009, the foundation adopted the financial accounting standards board (fasb) issued interpretation no.48, accounting for uncertainties in income taxes (fin48) as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The foundation has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the foundation's financial condition, results of operations or cash flows. Accordingly, the foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2016.

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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt042411
IRS990/InsuranceGrp/ProgramServicesAmt06185
IRS990/InsuranceGrp/TotalAmt048596
IRS990/InterestGrp/ProgramServicesAmt099678
IRS990/InterestGrp/TotalAmt099678
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0207387
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0207387
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04803701
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05358017
IRS990/InvestmentsProgramRelatedGrp/BOYAmt03714662
IRS990/InvestmentsProgramRelatedGrp/EOYAmt03306402
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049227
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0756
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0421
IRS990/LandBldgEquipCostOrOtherBssAmt049648
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05580462
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER PHILANTHROPY THROUGH DESIGNATED FUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt09891179
IRS990/NetAssetsOrFundBalancesEOYAmt09271014
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt082242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082242
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0272841
IRS990/NoncashContributionsAmt0559907
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07020
IRS990/OccupancyGrp/ProgramServicesAmt08580
IRS990/OccupancyGrp/TotalAmt015600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012408
IRS990/OfficeExpensesGrp/ProgramServicesAmt015166
IRS990/OfficeExpensesGrp/TotalAmt027574
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01240592
IRS990/OtherAssetsTotalGrp/EOYAmt01149302
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASES
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02142
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11729
IRS990/OtherExpensesGrp/ProgramServicesAmt0108686
IRS990/OtherExpensesGrp/ProgramServicesAmt12617
IRS990/OtherExpensesGrp/ProgramServicesAmt22113
IRS990/OtherExpensesGrp/ProgramServicesAmt3425
IRS990/OtherExpensesGrp/TotalAmt0108686
IRS990/OtherExpensesGrp/TotalAmt14759
IRS990/OtherExpensesGrp/TotalAmt23842
IRS990/OtherExpensesGrp/TotalAmt3425
IRS990/OtherLiabilitiesGrp/BOYAmt02425707
IRS990/OtherLiabilitiesGrp/EOYAmt02303750
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03129
IRS990/PayrollTaxesGrp/ProgramServicesAmt03824
IRS990/PayrollTaxesGrp/TotalAmt06953
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0978
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02568
IRS990/PrincipalOfficerNm0EDWARD ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0121939
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0121939
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02766005
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0901494
IRS990/PYInvestmentIncomeAmt0380865
IRS990/PYOtherExpensesAmt0350291
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0109389
IRS990/PYRevenuesLessExpensesAmt01910394
IRS990/PYSalariesCompEmpBnftPaidAmt094080
IRS990/PYTotalExpensesAmt01345865
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03256259
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-893006
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0411568
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02556197
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01758054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02049569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02766005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01304031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01465824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02332528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09917957
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0207387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0211472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0206353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0327883
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0279604
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01232699
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt082242
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0169393
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0910648
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-14677
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024147
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01171753
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54720
IRS990ScheduleA/PublicSupportPY170Pct00.54180
IRS990ScheduleA/PublicSupportTotal170Amt06742407
IRS990ScheduleA/SubstantialContributorsTotAmt03175550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02049569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02766005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01304031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01465824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02332528
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09917957
IRS990ScheduleA/TotalSupportAmt012322409
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/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01828680
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02521709
IRS990ScheduleD/DonorAdvisedFundsHeldCnt064
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt08174059
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03354143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03306402
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0COMMON STOCKS & MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0272841
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01127226
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt122076
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CSV LIFE INSURANCE POLICY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0421
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049227
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01127226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11176524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ANNUITY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01730100
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1630777
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2787922
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3675236
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41533982
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BROWN ADV TOTAL RETURN FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BROWN ADV SM CP FUNDAMENTAL VAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COHO RELATIVE VALUE EQUITY INST.
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BROWN ADV. STRATEGIC BOND INV.
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ISHARES S&P 500 ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0272841
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02461137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 DISCLOSURE IN AUDITED FINANCIAL STATEMENTS:EFFECTIVE JANUARY 1, 2009, THE FOUNDATION ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED INTERPRETATION NO.48, ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES (FIN48) AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE FOUNDATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0421
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01149302
IRS990ScheduleD/TotalBookValueProgramRltdAmt03306402
IRS990ScheduleD/TotalBookValueSecuritiesAmt05358017
IRS990ScheduleD/TotalExpensesPerForm990Amt03354143
IRS990ScheduleD/TotalLiabilityAmt02303750
IRS990ScheduleD/TotalRevenuePerForm990Amt02461137
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02733978
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03354143
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0225000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt115000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt210000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt316041
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4160000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt525000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6165348

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.7$4.46$23.3$4.71$4.86$0.14
2023Detailed filing. Detailed filing data is available for this year.$26.3$3.64$22.7$4.33$4.33$0.01
2022Detailed filing. Detailed filing data is available for this year.$23.3$2.84$20.5$6.23$7.67$1.44
2021Detailed filing. Detailed filing data is available for this year.$28.7$3.50$25.2$5.77$4.07$1.70
2020Detailed filing. Detailed filing data is available for this year.$25.2$3.26$21.9$4.87$3.16$1.70
2019Detailed filing. Detailed filing data is available for this year.$21.1$2.27$18.9$2.54$5.24$2.70
2018Detailed filing. Detailed filing data is available for this year.$21.1$1.83$19.3$11.0$2.38$8.60
2017Detailed filing. Detailed filing data is available for this year.$14.2$2.65$11.6$3.05$1.86$1.20
2016Detailed filing. Detailed filing data is available for this year.$11.6$2.30$9.27$2.46$3.35$0.89
2015Detailed filing. Detailed filing data is available for this year.$12.3$2.43$9.89$3.26$1.35$1.91
2014Detailed filing. Detailed filing data is available for this year.$11.3$2.76$8.52$2.52$1.12$1.39
2013Detailed filing. Detailed filing data is available for this year.$10.4$2.74$7.70$1.87$1.18$0.69
2012Summary only. Only limited summary data is available for this year.$8.66$2.59$6.07$2.70$0.89$1.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$2.33$4.06$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$1.50$2.65$0.62