Civic Intelligence

Wilburforce Foundation

990PF • Fiscal year 2023 • EIN 94-3137894

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile

Refreshing map…

2034 NW 56th St Ste 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

10th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$312,684

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

55th percentile

6.3%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$140,661,587

Up $8,382,572 (+6.3%) from 2022

Net Assets

Up

$140,649,704

Up $8,380,697 (+6.3%) from 2022

Liabilities

Up

$11,883

Up $1,875 (+19%) from 2022

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin20th percentile

Revenue

Up

$22,295,044

Up $9,697,639 (+77%) from 2022

Expenses

Up

$24,792,572

Up $2,883,051 (+13%) from 2022

Net Income

Up

-$2,497,528

Up $6,814,588 (+73%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$140,661,587
Liabilities$11,883
Net Assets$140,649,704
Open 2023 Filing

Operations Trend

Revenue Growth92nd 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

2023

Revenue$22,295,044
Expenses$24,792,572
Net Income-$2,497,528
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BEAUDETExec-Direc/Secre(1/1-5/31/23)FT$245,385$67,299$312,684
TIM GREYHAVENSTrusteePT$10,000-$10,000
STEPHANIE NICHOLS-YOUNGDirec/Treas/Secre(6/1-12/31/23)PT$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 STE 300, SEATTLE, WA 98107-3127

Signing Officer

Name
Lisa Weinstein
Title
Executive Director
Phone
2066322325
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
200 W MERCER ST STE E300, SEATTLE, WA 98119-3958
Preparer
Mark a Gegax CPA
Phone
2062857242
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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 AND IMPLEMENT A WILDLIFE COEXISTENCE PLAN FOR THE KITASOO/XAI'XAIS FIRST NATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3TO 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/PurposeOfGrantTxt4COASTAL STEWARDSHIP NETWORK - TO STRENGTHEN THE STEWARDSHIP CAPACITY OF FIRST NATIONS IN THE GREAT BEAR RAINFOREST.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5BEAR RESEARCH AND MONITORING. TO SUPPORT SUSTAINABLY MANAGED BEAR VIEWING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO 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.
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: 12/31/2023UNDER 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: 12/31/2023STATEMENT ATTACHED TO AND MADE PART OF FORM 990-PF, RETURN OF PRIVATE FOUNDATION 2023________________________________________________________________________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 $16,432,000 OF UNUSED DISTRIBUTIONS FROM THE TAX YEARS ENDING DECEMBER 31, 2019 AND 2020, 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 2019 TO 2023 $7,065,563EXCESS DISTRIBUTIONS CARRYOVER FROM 2020 TO 2023 $10,759,162AMOUNT TREATED AS CURRENT YEAR DISTRIBUTION (16,432,000) ___________________CARRYOVER FROM 2020 REMAINING $1,392,725LISA WEINSTEIN EXECUTIVE DIRECTOR______________________________________________________________________NAME TITLECURRENT YEAR CONTRIBUTIONS TO FOUNDATION: $16,432,000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt027990081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121938031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216712991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317645842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434522728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHWAB #1468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SCHWAB #6452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHWAB #6293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SCHWAB #1424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027990081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121938031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216712991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317645842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt434522728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt04948
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01763091
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04948
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05863044
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt028140
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt019623
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt047763
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018194266
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0260967
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0265384
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020174250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020174250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt016432000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04000862
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04005810
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2497528
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt078741815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt094143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt094143
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt012053
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt012053
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01763091
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021513783
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01535300
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02677
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01537977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01180440
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01200152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0630107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0630107
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0395043
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01051
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0396094
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0117613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0413613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt023700702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0775488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024792572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022289271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022295044
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03526452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0775488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04618322
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0114509
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0114509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0502253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122063792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217427834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36106966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt414404887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt640992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-502253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22773507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1039630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4800466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-334038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt616479076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-40992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt936588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1016057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-502253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22773507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1039630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4800466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-334038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt616479076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-40992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt936588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1016057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124837299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216388204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36907432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414070849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516479901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt736588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816057
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/PropertyDesc6SCHWAB #2412 - PUBLICLY TRADED SECURITIES - MSFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CASH IN LIEU - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BASIS ADJUSTMENT - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PASS THRU FROM BOSTON COMMON INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018194266
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2497528
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010878225
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0140649704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0132269007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0140649704
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06582887
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06582887
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06582887
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06881929
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0299042
IRS990PF/DistributableAmountGrp/TotalTaxAmt0299042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt085119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0314161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt070000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0299042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt085119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0299042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0299042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0384161
IRS990PF/FMVAssetsEOYAmt0140661587
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0132269007
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0140649704
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt053327
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt054108
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01451

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,661,587
Liabilities
$11,883
Net assets
$140,649,704
Revenue
$22,295,044
Expenses
$24,792,572
Net income
-$2,497,528
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