Civic Intelligence

Wilburforce Foundation

990PF • Fiscal year 2021 • EIN 94-3137894

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
2034 NW 56th St 300Seattle, WA 98107-3127

(206) 632-2325

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

66th percentile

22%

Higher net margin than 66% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$282,142

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

40th percentile

7.4%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

49%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$159,747,435

Up $10,987,186 (+7.4%) from 2020

Net Assets

Up

$159,736,368

Up $10,989,752 (+7.4%) from 2020

Liabilities

Down

$11,067

Down $2,566 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin66th percentile

Revenue

Up

$25,133,506

Up $8,216,452 (+49%) from 2020

Expenses

Up

$19,678,156

Up $1,391,037 (+7.6%) from 2020

Net Income

Up

$5,455,350

Up $6,825,415 (+498%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200M$150M$100M$50M$0Assets 2011: $11,991,932Liabilities 2011: $02011Assets 2012: $12,590,012Liabilities 2012: $10,4522012Assets 2013: $42,980,023Liabilities 2013: $11,1982013Assets 2014: $87,923,032Liabilities 2014: $2,0122014Assets 2015: $96,326,699Liabilities 2015: $12,6002015Assets 2019: $137,577,533Liabilities 2019: $14,2002019Assets 2020: $148,760,249Liabilities 2020: $13,633Net Assets 2020: $148,746,6162020Assets 2021: $159,747,435Liabilities 2021: $11,067Net Assets 2021: $159,736,3682021Assets 2022: $132,279,015Liabilities 2022: $10,008Net Assets 2022: $132,269,0072022Assets 2023: $140,661,587Liabilities 2023: $11,883Net Assets 2023: $140,649,7042023Assets 2024: $153,324,043Liabilities 2024: $22,771Net Assets 2024: $153,301,2722024

Highlighted filing

2021

Assets$159,747,435
Liabilities$11,067
Net Assets$159,736,368
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $16,634,137Expenses 2011: $12,483,442Net Income 2011: $4,150,6952011Revenue 2012: $13,682,463Expenses 2012: $12,999,102Net Income 2012: $683,3612012Revenue 2013: $43,979,241Expenses 2013: $13,685,069Net Income 2013: $30,294,1722013Revenue 2014: $60,657,741Expenses 2014: $14,266,288Net Income 2014: $46,391,4532014Revenue 2015: $28,534,079Expenses 2015: $15,018,831Net Income 2015: $13,515,2482015Revenue 2019: $28,813,497Expenses 2019: $18,383,518Net Income 2019: $10,429,9792019Revenue 2020: $16,917,054Expenses 2020: $18,287,119Net Income 2020: -$1,370,0652020Revenue 2021: $25,133,506Expenses 2021: $19,678,156Net Income 2021: $5,455,3502021Revenue 2022: $12,597,405Expenses 2022: $21,909,521Net Income 2022: -$9,312,1162022Revenue 2023: $22,295,044Expenses 2023: $24,792,572Net Income 2023: -$2,497,5282023Revenue 2024: $26,782,971Expenses 2024: $24,586,083Net Income 2024: $2,196,8882024

Highlighted filing

2021

Revenue$25,133,506
Expenses$19,678,156
Net Income$5,455,350
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BEAUDETExec-Direc/SecretaryFT$220,250$61,892$282,142
TIM GREYHAVENSTrusteePT$10,000-$10,000
STEPHANIE NICHOLS-YOUNGDirector/TreasurerPT$10,000-$10,000
ROSANNA W LETWINDirector/PresidentPT$0--
JIM ORRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Wilburforce Foundation
EIN
94-3137894
Phone
2066322325
Address
2034 NW 56TH ST 300, SEATTLE, WA 98107-3127

Signing Officer

Name
Paul Beaudet
Title
Executive Director
Phone
2066322325
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
King & Oliason Pllc
Address
200 W MERCER ST SUITE E300, SEATTLE, WA 98119
Preparer
Colleen C Loughran
Phone
2062857242
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32020-03-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42020-09-25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52021-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62021-07-08
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72021-03-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO BUILD CAPACITY FOR SCIENTIFIC INTEGRITY IN CANADA THROUGH ORGANIZING AND MOBILIZING THE SCIENTIFIC COMMUNITY AND ENGAGING CANADIANS IN AN ONGOING DIALOGUE REGARDING THE ROLE AND IMPORTANCE OF SCIENCE AND EVIDENCE-BASED DECISION-MAKING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO STRENGTHEN THE STEWARDSHIP CAPACITY OF FIRST NATIONS IN THE GREAT BEAR RAINFOREST.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO DEVELOP A WILDLIFE COEXISTENCE PLAN FOR THE KITASOO/XAI'XAIS FIRST NATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3DURABLE PROTECTIONS FOR CRITICAL ECOSYSTEMS IN NORTHWEST BC.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO PROTECT THE PORCUPINE CARIBOU HERD'S CRITICAL HABITAT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5TO BUILD CAPACITY FOR SCIENTIFIC INTEGRITY IN CANADA THROUGH ORGANIZING AND MOBILIZING THE SCIENTIFIC COMMUNITY AND ENGAGING CANADIANS IN AN ONGOING DIALOGUE REGARDING THE ROLE AND IMPORTANCE OF SCIENCE AND EVIDENCE-BASED DECISION-MAKING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6COASTAL STEWARDSHIP NETWORK - TO STRENGTHEN THE STEWARDSHIP CAPACITY OF FIRST NATIONS IN THE GREAT BEAR RAINFOREST.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7DURABLE PROTECTIONS FOR CRITICAL ECOSYSTEMS IN NORTHWEST BC.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REGULATIONS SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV) - CONDUIT FOUNDATION ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0TAXPAYER: THE WILBURFORCE FOUNDATIONEIN: 94-3137894ADDRESS: 2034 NW 56TH ST, STE 300, SEATTLE, WA 98107YEAR-END: 12/31/2021UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TAXPAYER: THE WILBURFORCE FOUNDATIONEIN: 94-3137894ADDRESS: 2034 NW 56TH ST, STE 300, SEATTLE, WA 98107YEAR-END: 12/31/2021STATEMENT ATTACHED TO AND MADE PART OF FORM 990-PF, RETURN OF PRIVATE FOUNDATION 2021________________________________________________________________________ELECTION UNDER TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV)TO TREAT EXCESS DISTRIBUTIONS CARRYOVER AS A CURRENT DISTRIBUTIONOUT OF CORPUSPURSUANT TO TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV), THE TAXPAYER HEREBY ELECTS TO TREAT AS CURRENT DISTRIBUTIONS OUT OF CORPUS $16,029,211 DISTRIBUTED IN THE TAX YEARS ENDING DECEMBER 31, 2016, 2017 AND 2018, WHICH WERE TREATED UNDER TREASURY REGULATION 53.4942(A)-3(D)(1)(III) AS DISTRIBUTIONS OUT OF CORPUS IN THOSE YEARS. THE EFFECT OF THIS ELECTION QUALIFIES THE FOUNDATION AS A "CONDUIT FOUNDATION", WHICH FOR CONTRIBUTION PURPOSES IS TREATED LIKE A PUBLIC CHARITY. SUCH DISTRIBUTION IS DESCRIBED AS FOLLOWS:EXCESS DISTRIBUTIONS CARRYOVER FROM 2016 TO 2021 $2,707,864EXCESS DISTRIBUTIONS CARRYOVER FROM 2017 TO 2021 $9,316,113EXCESS DISTRIBUTIONS CARRYOVER FROM 2018 TO 2021 $10,812,215AMOUNT TREATED AS CURRENT YEAR DISTRIBUTION (16,029,211) ___________________CARRYOVER FROM 2018 REMAINING $6,806,981PAUL BEAUDET EXECUTIVE DIRECTOR______________________________________________________________________NAME TITLECURRENT YEAR CONTRIBUTIONS TO FOUNDATION: $16,029,211
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122357375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218530163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt319586084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421073113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt541420086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHWAB #1468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SCHWAB #6452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHWAB #2412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SCHWAB #6293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SCHWAB #1424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt034016081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122357375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218530163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt319586084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421073113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt541420086
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03390091
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05707846
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01850
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09104295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt067377
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt048369
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0115746
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017162146
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0236285
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03965
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0240250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015686168
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015686168
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt016029211
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03390092
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03394600
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05455350
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt032076575
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06053
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06053
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05707845
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019650149
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01323832
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02128
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01325960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0713153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0736062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0714092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0714092
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0368589
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0941
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0369530
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0134444
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0475866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018409216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0903939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019678156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020554088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025133506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02723048
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0903939
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03991988
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07759
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06315164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15018356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23580113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01213516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt197843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21363387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt359250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41658767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt512717955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt648168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01213516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt197843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21363387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt359250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41658767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt512717955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt648168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01213516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27678551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35077606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45238880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512718751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt648168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THRU FROM BOSTON COMMON INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BOSTON COMMON INTERNATIONAL - OTHER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB #1424 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHWAB #1468 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SCHWAB #6293 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB #2412 - PUBLICLY TRADED SECURITIES - MSFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BASIS ADJUSTMENT - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017162146
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05455350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05534402
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0159736368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0148746616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0159736368
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07560697
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07560697
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07560697
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07833834
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0273137
IRS990PF/DistributableAmountGrp/TotalTaxAmt0273137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016886
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0240023

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,747,435
Liabilities
$11,067
Net assets
$159,736,368
Revenue
$25,133,506
Expenses
$19,678,156
Net income
$5,455,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$153$0.02$153$26.8$24.6$2.20
2023Detailed filing. Detailed filing data is available for this year.$141$0.01$141$22.3$24.8$2.50
2022Detailed filing. Detailed filing data is available for this year.$132$0.01$132$12.6$21.9$9.31
2021Detailed filing. Detailed filing data is available for this year.$160$0.01$160$25.1$19.7$5.46
2020Detailed filing. Detailed filing data is available for this year.$149$0.01$149$16.9$18.3$1.37
2019Summary only. Only limited summary data is available for this year.$138$0.01$28.8$18.4$10.4
2015Summary only. Only limited summary data is available for this year.$96.3$0.01$28.5$15.0$13.5
2014Summary only. Only limited summary data is available for this year.$87.9$0.00$60.7$14.3$46.4
2013Summary only. Only limited summary data is available for this year.$43.0$0.01$44.0$13.7$30.3
2012Summary only. Only limited summary data is available for this year.$12.6$0.01$13.7$13.0$0.68
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$16.6$12.5$4.15