Civic Intelligence

Stockman Family Foundation Trust

EIN 85-6104630 • New York, NY

Pub. 78 Eligible
PO Box 1297 Church St StationNew York, NY 10008
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-105%

Higher net margin than 4% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$141,981

Higher top officer pay than 46% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

18th percentile

-4.0%

Faster asset growth than 18% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

44%

Faster revenue growth than 78% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$15,288,450

Down $633,129 (-4.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$15,288,450

Down $633,129 (-4.0%) from 2023

Revenue

Up

$600,750

Up $183,506 (+44%) from 2023

Expenses

Up

$1,234,475

Up $763,481 (+162%) from 2023

Net Income

Down

-$633,725

Down $579,975 (-1079%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,673,754Liabilities 2010: $0Net Assets 2010: $15,673,7542010Assets 2011: $15,580,166Liabilities 2011: $02011Assets 2012: $15,462,243Liabilities 2012: $02012Assets 2013: $15,365,957Liabilities 2013: $1Net Assets 2013: $15,365,9572013Assets 2014: $15,420,145Liabilities 2014: $02014Assets 2015: $16,335,978Liabilities 2015: $02015Assets 2019: $15,994,896Liabilities 2019: $1Net Assets 2019: $15,994,8962019Assets 2020: $15,879,192Liabilities 2020: $1Net Assets 2020: $15,879,1922020Assets 2021: $16,210,746Liabilities 2021: $1Net Assets 2021: $16,210,7462021Assets 2022: $15,973,069Liabilities 2022: $1Net Assets 2022: $15,973,0692022Assets 2023: $15,921,579Liabilities 2023: $1Net Assets 2023: $15,921,5792023Assets 2024: $15,288,450Liabilities 2024: $0Net Assets 2024: $15,288,4502024

Latest loaded filing

2024

Assets$15,288,450
Liabilities$0
Net Assets$15,288,450

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $950,6222010Revenue 2011: $874,699Expenses 2011: $967,505Net Income 2011: -$92,8062011Revenue 2012: $842,560Expenses 2012: $955,197Net Income 2012: -$112,6372012Revenue 2013: $977,380Expenses 2013: $1,072,244Net Income 2013: -$94,8642013Revenue 2014: $1,026,673Expenses 2014: $957,981Net Income 2014: $68,6922014Revenue 2015: $1,899,207Expenses 2015: $1,001,769Net Income 2015: $897,4382015Revenue 2019: $710,026Expenses 2019: $1,088,892Net Income 2019: -$378,8662019Revenue 2020: $1,328,096Expenses 2020: $1,038,716Net Income 2020: $289,3802020Revenue 2021: $1,129,762Expenses 2021: $986,375Net Income 2021: $143,3872021Revenue 2022: $988,160Expenses 2022: $1,221,929Net Income 2022: -$233,7692022Revenue 2023: $417,244Expenses 2023: $470,994Net Income 2023: -$53,7502023Revenue 2024: $600,750Expenses 2024: $1,234,475Net Income 2024: -$633,7252024

Latest loaded filing

2024

Revenue$600,750
Expenses$1,234,475
Net Income-$633,725

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 23, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEUTSCHE BANK TRUST COMPANY N ATrusteePT$141,981-$141,981
KARL W GUSTAFSONTreasurer-$0--
ALLISON A STOCKMANDirector-$0--
PAMELA PROCTORDirector-$0--
HERVEY S STOCKMAN JRPresident-$0--
CHARLES C STOCKMANDirector-$0--
ROBERT P STOCKMANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRYN MAWR SCHOOLGENERAL SUPPORT PURPOSESPCBALTIMORE, MD, US$275,000
Paid GrantSOUTHERN VERMONT ARTS CENTERGENERAL SUPPORT PURPOSESPCMANCHESTER, VT, US$250,000
Paid GrantWASHINGTON NATIONAL CATHEDRALGENERAL SUPPORT PURPOSESPCWASHINGTON, DC, US$250,000
Paid GrantHILLWOOD ESTATE MUSEUM AND GARDENGENERAL SUPPORT PURPOSESPCWASHINGTON, DC, US$200,000
Paid GrantTHE NATURE CONSERVANCYGENERAL SUPPORT PURPOSESPCARLINGTON, VA, US$170,500
Paid GrantTHE CONSERVATION FUNDGENERAL SUPPORT PURPOSESPCARLINGTON, VA, US$100,000
Paid GrantFAIRBANKS MUSEUM & PLANETARIUMGENERAL SUPPORT PURPOSESPCST JOHNSBURY, VT, US$75,000
Filing and Contact Details

Filer

Filer Name
Stockman Family Foundation Trust
EIN
85-6104630
Phone
2122502500
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank Trust Co Na
Title
Vice President
Phone
2122502500
Signed
2026-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FL, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 801 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/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0584031
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt015731
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0599762
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0599762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01139
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01139
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015731
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt056792
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt085189
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0141981
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01320500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01320500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0584031
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0584031
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-869698
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01954143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015731
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0507594
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05840
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05840

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