Civic Intelligence

Wilburforce Foundation

990PF • Fiscal year 2022 • EIN 94-3137894

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

7th percentile

-74%

Higher net margin than 7% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$348,718

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$132,279,015

Down $27,468,420 (-17%) from 2021

Net Assets

Down

$132,269,007

Down $27,467,361 (-17%) from 2021

Liabilities

Down

$10,008

Down $1,059 (-9.6%) from 2021

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin7th percentile

Revenue

Down

$12,597,405

Down $12,536,101 (-50%) from 2021

Expenses

Up

$21,909,521

Up $2,231,365 (+11%) from 2021

Net Income

Down

-$9,312,116

Down $14,767,466 (-271%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2022

Assets$132,279,015
Liabilities$10,008
Net Assets$132,269,007
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$12,597,405
Expenses$21,909,521
Net Income-$9,312,116
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BEAUDETExec-Direc/SecretaryFT$280,500$68,218$348,718
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
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
200 W MERCER ST SUITE E300, SEATTLE, WA 98119
Preparer
Colleen C Loughran
Phone
2062857242
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32022-11-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42020-09-25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52021-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62021-07-08
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72022-03-17
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/PurposeOfGrantTxt1COASTAL STEWARDSHIP NETWORK - TO 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/PurposeOfGrantTxt3SUPPORT FOR GITXAALA LITIGATION AND MINERAL TENURE ACT REFORM.
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: 12/31/2022UNDER 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: 12/31/2022STATEMENT ATTACHED TO AND MADE PART OF FORM 990-PF, RETURN OF PRIVATE FOUNDATION 2022________________________________________________________________________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 $11,226,100 OF UNUSED DISTRIBUTIONS FROM THE TAX YEARS ENDING DECEMBER 31, 2018 AND 2019, 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 2018 TO 2022 $6,806,981EXCESS DISTRIBUTIONS CARRYOVER FROM 2019 TO 2022 $11,484,682AMOUNT TREATED AS CURRENT YEAR DISTRIBUTION (11,226,100) ___________________CARRYOVER FROM 2019 REMAINING $7,065,563PAUL BEAUDET EXECUTIVE DIRECTOR______________________________________________________________________NAME TITLECURRENT YEAR CONTRIBUTIONS TO FOUNDATION: $11,226,100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031587405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123002210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214914516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39883739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt417350365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt533051958
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/EOYFMVAmt031587405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123002210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214914516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39883739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt417350365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt533051958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03738860
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt04948
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2376727
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04224
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01366357
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04948
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01371305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt039835
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt033781
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt073616
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011102721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0295451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0300500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt017265620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt017265620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011226100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03738860
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03743808
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9312116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055969202
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04224
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04224
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08018
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2376727
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013993089
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01331901
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02482
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01334383
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01396484
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01417711
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0645714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0645714
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0376394
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01104
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0377498
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0164586
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0410586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020788908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0852716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021909521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014845805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012597405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03523288
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0852716
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04643901
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt075205
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt075205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12271350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220823325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34590836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417081151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt056835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-87107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2397004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-829532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4430883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-3004690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-11946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714135729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt915524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt056835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-87107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2397004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-829532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4430883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-3004690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-11946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714135729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt915524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12668354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219993793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35021719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414076461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514136495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THRU FROM BOSTON COMMON INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASS THRU FROM BOSTON COMMON INTERNATIONAL
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 #6452 - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BASIS ADJUSTMENT - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SCHWAB #2412 - PUBLICLY TRADED SECURITIES - MSFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CASH IN LIEU - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011102721
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9312116
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018155245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0150424252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0159736368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0132269007
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06845089
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06845089

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,279,015
Liabilities
$10,008
Net assets
$132,269,007
Revenue
$12,597,405
Expenses
$21,909,521
Net income
-$9,312,116
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