Civic Intelligence

Phi Beta Kappa Foundation

990 • Fiscal year 2021 • EIN 52-6063291

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 10, 2022

1606 New Hampshire Ave NWWashington, DC 20009-2512

(202) 265-3808

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$483,029

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

620%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$45,858,978

Up $8,104,720 (+21%) from 2020

Net Assets

Up

$45,491,514

Up $8,420,239 (+23%) from 2020

Liabilities

Down

$367,464

Down $315,519 (-46%) from 2020

Revenue

Up

$4,273,141

Up $3,679,880 (+620%) from 2020

Expenses

Down

$620,898

Down $727,449 (-54%) from 2020

Net Income

Up

$3,652,243

Up $4,407,329 (+584%) from 2020

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $31,760,987Liabilities 2010: $3,749,046Net Assets 2010: $28,011,9412010Assets 2011: $34,459,823Liabilities 2011: $1,979,766Net Assets 2011: $32,480,0572011Assets 2012: $33,398,183Liabilities 2012: $309,529Net Assets 2012: $33,088,6542012Assets 2013: $36,287,182Liabilities 2013: $318,460Net Assets 2013: $35,968,7222013Assets 2014: $38,814,614Liabilities 2014: $447,366Net Assets 2014: $38,367,2482014Assets 2015: $37,529,255Liabilities 2015: $538,906Net Assets 2015: $36,990,3492015Assets 2016: $36,448,512Liabilities 2016: $683,674Net Assets 2016: $35,764,8382016Assets 2017: $38,686,186Liabilities 2017: $917,655Net Assets 2017: $37,768,5312017Assets 2018: $39,158,363Liabilities 2018: $1,028,480Net Assets 2018: $38,129,8832018Assets 2019: $37,569,411Liabilities 2019: $800,655Net Assets 2019: $36,768,7562019Assets 2020: $37,754,258Liabilities 2020: $682,983Net Assets 2020: $37,071,2752020Assets 2021: $45,858,978Liabilities 2021: $367,464Net Assets 2021: $45,491,5142021Assets 2022: $41,882,645Liabilities 2022: $774,889Net Assets 2022: $41,107,7562022Assets 2023: $46,715,872Liabilities 2023: $1,295,559Net Assets 2023: $45,420,3132023Assets 2024: $49,322,785Liabilities 2024: $1,601,867Net Assets 2024: $47,720,9182024

Highlighted filing

2021

Assets$45,858,978
Liabilities$367,464
Net Assets$45,491,514

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,200,3652010Expenses 2011: $1,216,5502011Expenses 2012: $1,337,7572012Expenses 2013: $1,563,7242013Revenue 2014: $1,836,882Expenses 2014: $1,676,719Net Income 2014: $160,1632014Revenue 2015: $1,560,385Expenses 2015: $1,898,017Net Income 2015: -$337,6322015Revenue 2016: $1,005,981Expenses 2016: $1,979,937Net Income 2016: -$973,9562016Revenue 2017: $1,755,821Expenses 2017: $2,064,891Net Income 2017: -$309,0702017Revenue 2018: $1,305,895Expenses 2018: $2,144,225Net Income 2018: -$838,3302018Revenue 2019: $676,889Expenses 2019: $1,933,299Net Income 2019: -$1,256,4102019Revenue 2020: $593,261Expenses 2020: $1,348,347Net Income 2020: -$755,0862020Revenue 2021: $4,273,141Expenses 2021: $620,898Net Income 2021: $3,652,2432021Revenue 2022: $1,384,235Expenses 2022: $645,476Net Income 2022: $738,7592022Revenue 2023: $3,151,297Expenses 2023: $634,898Net Income 2023: $2,516,3992023Revenue 2024: $4,367,925Expenses 2024: $2,503,877Net Income 2024: $1,864,0482024

Highlighted filing

2021

Revenue$4,273,141
Expenses$620,898
Net Income$3,652,243
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 10, 2022
Return Version
2020v4.2
Gross Receipts
$11,475,704
Mission and Program Overview

Mission

Organized for the creation of funds or endowments for the promotion of sound learning through the establishment of fellowships, awards & similar items.

Organized for the creation of funds or endowments for the promotion of sound learning through the establishment of fellowships, awards and similar items.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,382,210$23,457,315▲ $2,075,105
Investments Other Securities$12,124,159$18,521,271▲ $6,397,112
Land, Buildings, and Equipment, Net$3,698,972$3,640,565▼ $58,407
Pledges and Grants Receivable$150,000$150,000→ $0
Cash and Non-Interest-Bearing Accounts$386,417$89,286▼ $297,131
Prepaid Expenses and Deferred Charges$12,500$541▼ $11,959
Total Assets$37,754,258$45,858,978▲ $8,104,720
Liabilities
Other Liabilities$679,933$364,414▼ $315,519
Accounts Payable and Accrued Expenses$3,050$3,050→ $0
Total Liabilities$682,983$367,464▼ $315,519
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,510,670$31,441,862▲ $5,931,192
Net Assets With Donor Restrictions$11,560,605$14,049,652▲ $2,489,047
Total Net Assets Fund Balance$37,071,275$45,491,514▲ $8,420,239
Total Liabilities and Net Assets / Fund Balance$37,754,258$45,858,978▲ $8,104,720

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,126,019$1,654,596$2,780,615
Land$2,514,546-$2,514,546
Other Securities$1,919,837--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$11,560,605-▲ $2,715,210-$14,049,652
2019$11,157,900-▲ $487,861-$11,560,605
2018$11,403,240-▲ $160,914-$11,157,900
2017$10,962,402$250,000▲ $647,819-$11,403,240
2016$10,291,621-▲ $1,021,944-$10,962,402
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evagren CalderaAssistant Secretary/chief Operating OfficerPT$44,049$233,288$277,337
Evagren CalderaAssistant Secretary/chief Operating-$44,049$11,703$55,752
Frederick LawrenceSecretary/CEO-$48,942$6,424$55,366

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,236,451
Other Revenue
$36,690
Change in Net Assets
$3,652,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,038,289
Revenue Not Reported on Financial Statements
$234,852
Revenue Not Reported on Form 990
$4,767,995
Total Revenue per Audited Statements
$8,806,284
Total Revenue per Form 990
$4,273,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$418,021
Grants and Similar Amounts Paid$141,097
Salaries, Compensation, and Employee Benefits$61,780
Total Fundraising Expense$10,446
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$35,228$199,624-$234,852
Grants to Domestic Individuals$141,097--$141,097
Depreciation Depletion-$58,406-$58,406
Current Officers, Directors, Trustees, and Key Employees$37,276$16,650$3,626$57,552
Fees for Services Accounting-$10,416-$10,416
Other Expenses$5,613$2,507$546$8,666
Fees for Services Other$1,849$4,401-$6,250
Payroll Taxes$2,124$943$206$3,273
Travel$1,182$1,266$77$2,525
Conferences and Meetings$1,351$502$3$1,856
Other Employee Benefits-$955-$955
Total Functional Expenses$287,284$323,168$10,446$620,898

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$620,899
Expenses per Audited Statements$386,047
Total Expenses per Audited Statements$386,047
Expenses Not Reported on Financial Statements$234,852
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,801,304

International Compliance

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Investments-00$3,255,344
East Asia and the PacificInvestments-00$1,545,960
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
Due to Pbk Society$364,414
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The foundation has an executive committee, consisting of the foundation's chairman and vice-chairman, as well as at least three other foundation trustees (elected by the board of trustees). The executive committee exercises all of the powers of the board in the management and control of the business and affairs of the foundation, in between the meetings of the board, in all instances in which specific direction has not been given by the board of trustees.

Form 990, Part VI, Section A, Line 6

Members of the foundation are, per the bylaws, members of phi beta kappa society, the foundation's supported organization. Members are chosen such that at least four-fifths are senators of the society. Members are elected by ballot at the annual member meeting.

Form 990, Part VI, Section A, Line 7A

The foundation's trustees are elected by ballot by the members, from amongst the membership.

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

The foundation's secretary and assistant secretary, and the executive committee of phi beta kappa foundation (which has authority to act on behalf of the board of trustees of the foundation), and the foundation's outsourced accountant review the form 990 before approving its filing with the irs.

Form 990, Part VI, Section B, Line 12C

Foundation trustees are provided with handbooks that include the conflict of interest policy upon employment or election to office. The foundation requires all trustees to sign a conflict of interest statement on an annual basis. The foundation does not have any trustees stating they have a conflict of interest at this time.

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

The foundation does not have its own employees. The employees of the phi beta kappa society, the foundation's supported organization, serve the foundation as well. Accordingly, the following describes the process at the phi beta kappa society. In all cases. Salary reviews include study of comparability data and contemporaneous substantiation of the deliberation and decision. The phi beta kappa society's president and executive committee review the secretary's compensation. The secretary reviews the compensation of other officers and key employees.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Phi Beta Kappa Foundation
EIN
52-6063291
Phone
2022653808
Address
1606 NEW HAMPSHIRE AVE NW, WASHINGTON, DC 20009-2512

Signing Officer

Name
Frederick M Lawrence
Title
Secretary/CEO
Phone
2022653808
Signed
2022-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick M Lawrence
Formed
1924
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Rsm US Llp
Address
1250 H STREET SUITE 700, WASHINGTON, DC 20005
Preparer
Elizabeth W Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The audit oversight process has remained unchanged from the previous year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowments are used for the following awards: terrill bequest: visiting scholar program jensen trust fund: jensen award for french studies martin r. Lebowitz fund: lebowitz award for philosophy excellence william a. Granger memorial fund: pbk book awards mary isabel sibley award fund: sibley award for studies of french and classics patrick romanell award fund : romanell award for philosophy lecture series gittler award fund: visiting scholar program aurner memorial award fund: triennial council awards frank m. Updike fund: updike visiting scholar sydney hook memorial award fund: sidney hook award at triennial council geri braman hill fund: visiting scholar program dorothy rosenberg fellowship fund: history graduate student support richard couper lectureship fund: visiting scholars at triennial council award for distinguished scholars: awards at triennial council cranor endowment fund: cranor family visiting scholar truesdell fund: support for phi beta kappa society

PART X, LINE 2:

A deferred tax asset has not been realized due to the uncertainty of realizing a benefit from the net operating loss carry forwards.

PART II, LINE 9:

The foundation does not include its conservation easement in its revenue and expense statements, nor its balance sheet, nor does it include any verbiage in its financial statements.

Raw XML AppendixShowing 400 of 719 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS AND SIMILAR ITEMS.
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IRS990/Desc0AWARDS AND FELLOWSHIPS: THE MARY ISABEL SIBLEY FELLOWSHIP IS AWARDED TO WOMEN SCHOLARS EVERY YEAR, ALTERNATING BETWEEN GREEK AND FRENCH. THE WALTER J. JENSEN FELLOWSHIP IS AWARDED FOR AT LEAST SIX MONTHS OF STUDY IN FRANCE. THE PURPOSE OF THE FELLOWSHIP IS TO HELP EDUCATORS AND RESEARCHERS IMPROVE EDUCATION IN STANDARD FRENCH LANGUAGE, LITERATURE, AND CULTURE. THE DR. MARTIN R. LEBOWITZ AND EVE LEWELLIS LEBOWITZ PRIZES FOR PHILOSOPHICAL ACHIEVEMENT AND CONTRIBUTION ARE AWARDED TO PROVIDE SIGNIFICANT, TANGIBLE RECOGNITION FOR EXCELLENCE IN PHILOSOPHICAL THOUGHT. THE LEBOWITZ SYMPOSIUM PROGRAM CONSISTS OF A PAIR OF ANNUAL LECTURES TO BE DELIVERED SEQUENTIALLY AT A DIVISION MEETING OF THE AMERICAN PHILOSOPHICAL ASSOCIATION SELECTED BY THE HONOREES, OR LACKING THEIR AGREEMENT, BY THE PHI BETA KAPPA SOCIETY. THE TOPIC OF THE LECTURES IS AN IMPORTANT PHILOSOPHICAL ISSUE OF CURRENT INTEREST, AND THE LECTURES SHALL ORDINARILY BE CHOSEN TO OFFER CONTRASTING (NOT NECESSARILY OPPOSING) VIEWS ON THAT TOPIC.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2054789
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2157093
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IRS990/Form990PartVIISectionAGrp/PersonNm1LYNN PASQUERELLA
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN CARLISLE
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA GREENHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEAN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm6ESTHER JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7VERA JUNKERS
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFFREY KOVAC
IRS990/Form990PartVIISectionAGrp/PersonNm9AMY MULNIX
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIC NYE
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm12SUZIE PARK
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN POPE
IRS990/Form990PartVIISectionAGrp/PersonNm14JUDITH SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm15RAJ CHAUDHURY
IRS990/Form990PartVIISectionAGrp/PersonNm16BERNADINE BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm17CHRISTINE CANO
IRS990/Form990PartVIISectionAGrp/PersonNm18JENNIFER YATES
IRS990/Form990PartVIISectionAGrp/PersonNm19CAL VAN NIEWAL
IRS990/Form990PartVIISectionAGrp/PersonNm20FREDERICK LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm21EVAGREN CALDERA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2048942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2144049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20379298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21176195
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSISTANT SECRETARY/CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03667800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0141097
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0141097
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0141097
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010870363
IRS990/GrossReceiptsAmt011475704
IRS990/GrossRentsGrp/RealAmt036600
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0568651
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0568651
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012124159
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018521271
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021382210
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023457315
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01654596
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03698972
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03640565
IRS990/LandBldgEquipCostOrOtherBssAmt05295161
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07202563
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ORGANIZED FOR THE CREATION OF FUNDS OR ENDOWMENTS FOR THE PROMOTION OF SOUND LEARNING THROUGH THE ESTABLISHMENT OF FELLOWSHIPS, AWARDS & SIMILAR ITEMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037071275
IRS990/NetAssetsOrFundBalancesEOYAmt045491514
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03667800
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03667800
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt036600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt036600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04767997
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt025510670
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt031441862
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0955
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0955
IRS990/OtherExpensesGrp/Desc0REAL PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc1OVERHEAD ALLOCATION
IRS990/OtherExpensesGrp/Desc2BUILDING OPERATING AND
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IRS990/OtherExpensesGrp/FundraisingAmt11345
IRS990/OtherExpensesGrp/FundraisingAmt2546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22507
IRS990/OtherExpensesGrp/ProgramServicesAmt047739
IRS990/OtherExpensesGrp/ProgramServicesAmt113825
IRS990/OtherExpensesGrp/ProgramServicesAmt25613
IRS990/OtherExpensesGrp/TotalAmt073705
IRS990/OtherExpensesGrp/TotalAmt121345
IRS990/OtherExpensesGrp/TotalAmt28666
IRS990/OtherLiabilitiesGrp/BOYAmt0679933
IRS990/OtherLiabilitiesGrp/EOYAmt0364414
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt090
IRS990/OtherRevenueTotalAmt090
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0206
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0943
IRS990/PayrollTaxesGrp/ProgramServicesAmt02124
IRS990/PayrollTaxesGrp/TotalAmt03273
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0150000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0150000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0541
IRS990/PrincipalOfficerNm0FREDERICK M LAWRENCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0755979
IRS990/PYInvestmentIncomeAmt0571871
IRS990/PYOtherExpensesAmt0487185
IRS990/PYOtherRevenueAmt021390
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-755086
IRS990/PYSalariesCompEmpBnftPaidAmt0105183
IRS990/PYTotalExpensesAmt01348347
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0593261
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03652243
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt036600
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.3$1.60$47.7$4.37$2.50$1.86
2023Detailed filing. Detailed filing data is available for this year.$46.7$1.30$45.4$3.15$0.63$2.52
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.77$41.1$1.38$0.65$0.74
2021Detailed filing. Detailed filing data is available for this year.$45.9$0.37$45.5$4.27$0.62$3.65
2020Detailed filing. Detailed filing data is available for this year.$37.8$0.68$37.1$0.59$1.35$0.76
2019Detailed filing. Detailed filing data is available for this year.$37.6$0.80$36.8$0.68$1.93$1.26
2018Detailed filing. Detailed filing data is available for this year.$39.2$1.03$38.1$1.31$2.14$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.7$0.92$37.8$1.76$2.06$0.31
2016Detailed filing. Detailed filing data is available for this year.$36.4$0.68$35.8$1.01$1.98$0.97
2015Detailed filing. Detailed filing data is available for this year.$37.5$0.54$37.0$1.56$1.90$0.34
2014Detailed filing. Detailed filing data is available for this year.$38.8$0.45$38.4$1.84$1.68$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.32$36.0$1.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$0.31$33.1$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$1.98$32.5$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$3.75$28.0$1.20