Civic Intelligence

Baldwin Foundation Trust

EIN 56-6055565 • Lakeville, CT

26 Ore Mine RoadLakeville, CT 06039
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-138%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-9.8%

Faster asset growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,453,125

Down $157,928 (-9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,453,125

Down $157,928 (-9.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$114,247

Down $176,306 (-61%) from 2023

Expenses

Up

$272,175

Up $17,813 (+7.0%) from 2023

Net Income

Down

-$157,928

Down $194,119 (-536%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $882,273Liabilities 2011: $02011Assets 2012: $860,810Liabilities 2012: $4,3402012Assets 2013: $848,672Liabilities 2013: $02013Assets 2014: $1,134,398Liabilities 2014: $02014Assets 2015: $1,308,701Liabilities 2015: $02015Assets 2016: $1,295,926Liabilities 2016: $0Net Assets 2016: $1,295,9262016Assets 2018: $1,319,286Liabilities 2018: $0Net Assets 2018: $1,319,2862018Assets 2019: $1,258,306Liabilities 2019: $0Net Assets 2019: $1,258,3062019Assets 2020: $1,155,236Liabilities 2020: $0Net Assets 2020: $1,155,2362020Assets 2021: $1,247,625Liabilities 2021: $0Net Assets 2021: $1,247,6252021Assets 2022: $1,742,302Liabilities 2022: $167,440Net Assets 2022: $1,574,8622022Assets 2023: $1,611,053Liabilities 2023: $0Net Assets 2023: $1,611,0532023Assets 2024: $1,453,125Liabilities 2024: $0Net Assets 2024: $1,453,1252024

Highlighted filing

2024

Assets$1,453,125
Liabilities$0
Net Assets$1,453,125
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $66,218Expenses 2011: $103,359Net Income 2011: -$37,1412011Revenue 2012: $80,760Expenses 2012: $106,563Net Income 2012: -$25,8032012Revenue 2013: $110,450Expenses 2013: $118,248Net Income 2013: -$7,7982013Revenue 2014: $424,836Expenses 2014: $134,602Net Income 2014: $290,2342014Revenue 2015: $288,855Expenses 2015: $138,070Net Income 2015: $150,7852015Revenue 2016: $93,009Expenses 2016: $124,512Net Income 2016: -$31,5032016Revenue 2018: $36,904Expenses 2018: $86,823Net Income 2018: -$49,9192018Revenue 2019: $89,915Expenses 2019: $150,895Net Income 2019: -$60,9802019Revenue 2020: $47,983Expenses 2020: $151,053Net Income 2020: -$103,0702020Revenue 2021: $278,550Expenses 2021: $186,161Net Income 2021: $92,3892021Revenue 2022: $521,940Expenses 2022: $194,703Net Income 2022: $327,2372022Revenue 2023: $290,553Expenses 2023: $254,362Net Income 2023: $36,1912023Revenue 2024: $114,247Expenses 2024: $272,175Net Income 2024: -$157,9282024

Highlighted filing

2024

Revenue$114,247
Expenses$272,175
Net Income-$157,928
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,453,125
Liabilities
$0
Net assets
$1,453,125
Revenue
$114,247
Expenses
$272,175
Net income
-$157,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.27$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.29$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.17$1.57$0.52$0.19$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.15$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.12$0.03
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$0.29$0.14$0.15
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$0.42$0.13$0.29
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.07$0.10$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah H LambertChair-$0--
Maria GrillChair-$0--
Andrew HamillChair-$0--
Jane HamillChair-$0--
Dr Anne WalkerChair-$0--
Sarah BH HamillGrants Chair-$0--
Nora MorganChair-$0--
Samuel Wm LambertChair-$0--
Charles F Morgan JrChair-$0--
Michael GrillChair-$0--
Kelly L WalkerChair-$0--
Channing L WalkerChair-$0--
Sarah B WalkerChair-$0--
Laila M MorganChair-$0--
Catherine MorganChair-$0--
Filing and Contact Details

Filer

Filer Name
Baldwin Foundation Trust
EIN
56-6055565
Phone
6099246867
Address
26 Ore Mine Road, Lakeville, CT 06039

Signing Officer

Name
Sarah H Lambert
Title
Treasurer
Signed
2025-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Lear & Pannepacker LLP
Address
791 Alexander Road, Princeton, NJ 08540
Preparer
Michael G Lettiere CPA MAcc
Phone
6094522200
Raw XML AppendixShowing 400 of 625 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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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01390109
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02795688
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02682914
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041530
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sarah H Lambert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Maria Grill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Andrew Hamill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jane Hamill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Dr Anne Walker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Sarah BH Hamill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Nora Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Samuel Wm Lambert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Charles F Morgan Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Michael Grill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Kelly L Walker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Channing L Walker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Sarah B Walker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13Laila M Morgan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14Catherine Morgan
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Grants Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14Chair
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1267 Bald Head Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2487 6th Avenue Apt 4R
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3133 Seabrook Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43336 Lassiter St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55 Morton Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt626 Dow Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7PO Box 381
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt826 Dow Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt94522 Springfield Avenue Apt 3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10PO Box 430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11175 Evandale Ave 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122245 Main St 217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13733 Manhattan Ave 3R
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt141036 Blackermer Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lakeville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Arrowsic
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Hollis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Bath
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Hollis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Philadelphia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10Marion
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11Mountain View
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm14Stockbridge
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt026 Ore Mine Road
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sarah H Lambert
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General

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