Civic Intelligence

Jeffrey Cook Charitable Trust Lawrence B Cohen Et Al Trustees

990PF • Fiscal year 2011 • EIN 03-6103976

Jun 01, 2010 to May 31, 2011 • Filed on Oct 14, 2011

P O Box 99012902199-0129
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

74th percentile

$8,592

Higher top officer pay than 74% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,523,407

No earlier filing loaded for comparison.

Net Assets

$2,523,407

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$151,344

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,523,407Liabilities 2011: $0Net Assets 2011: $2,523,4072011Assets 2012: $2,487,068Liabilities 2012: $02012Assets 2013: $2,507,918Liabilities 2013: $02013Assets 2014: $2,443,737Liabilities 2014: $02014Assets 2015: $2,416,605Liabilities 2015: $02015Assets 2016: $2,412,657Liabilities 2016: $02016Assets 2020: $2,856,592Liabilities 2020: $0Net Assets 2020: $2,856,5922020Assets 2021: $2,831,770Liabilities 2021: $0Net Assets 2021: $2,831,7702021Assets 2022: $2,899,231Liabilities 2022: $0Net Assets 2022: $2,899,2312022Assets 2023: $2,661,234Liabilities 2023: $0Net Assets 2023: $2,661,2342023Assets 2024: $2,875,750Liabilities 2024: $0Net Assets 2024: $2,875,7502024Assets 2025: $4,087,957Liabilities 2025: $0Net Assets 2025: $4,087,9572025

Highlighted filing

2011

Assets$2,523,407
Liabilities$0
Net Assets$2,523,407

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $151,3442011Revenue 2012: $100,571Expenses 2012: $137,271Net Income 2012: -$36,7002012Revenue 2013: $121,873Expenses 2013: $101,022Net Income 2013: $20,8512013Revenue 2014: $97,164Expenses 2014: $161,345Net Income 2014: -$64,1812014Revenue 2015: $146,590Expenses 2015: $173,722Net Income 2015: -$27,1322015Revenue 2016: $118,911Expenses 2016: $122,859Net Income 2016: -$3,9482016Revenue 2020: $199,488Expenses 2020: $168,995Net Income 2020: $30,4932020Revenue 2021: $154,944Expenses 2021: $179,766Net Income 2021: -$24,8222021Revenue 2022: $267,564Expenses 2022: $199,118Net Income 2022: $68,4462022Revenue 2023: -$7,454Expenses 2023: $230,543Net Income 2023: -$237,9972023Revenue 2024: $387,279Expenses 2024: $179,619Net Income 2024: $207,6602024Revenue 2025: $1,433,747Expenses 2025: $210,333Net Income 2025: $1,223,4142025

Highlighted filing

2011

Revenue-
Expenses$151,344
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Oct 14, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE B COHENTrustee-$8,592-$8,592
LAURIE J HALLTrustee-$8,592-$8,592
WILLIAM B ROBERTSTrustee-$8,463-$8,463
RACHEL FLETCHERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYESTERMORROW DESIGNBUILD SCHOOLSUSTAINABLE DESIGN BUILDEXEMPTWARREN, VT, US$25,000
Paid GrantTHE COTTON BAY FOUNDATIONTHE BAHAMAS SUSTAINABLE DESIGN PROJECTEXEMPTBUFFALO, NY, US$25,000
Paid GrantPARTNERS IN HEALTHHAITI HOUSING PROJECTEXEMPTBOSTON, MA, US$25,000
Paid GrantTHE PINNACLE FUNDDESERT HOT SPRING HS PROJECTEXEMPTPALM SPRINGS, CA, US$15,000
Paid GrantUNIVERSITY OF TORONTOFUND LECTURESEXEMPTNEW YORK, NY, US$12,250
Paid GrantUNIV OF MANITOBAJ COOK MEMORIAL LECTUREEXEMPTWINNIPEG, CA$10,000
Paid GrantKLAUS & MARJUT DUNKERNYAME ADOM FOUNDATION PROJECTN/ATORONTO, CA$4,000
Filing and Contact Details

Filer

EIN
03-6103976
Raw XML AppendixShowing 400 of 508 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02911
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01456
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01456
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue031449
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue144680
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue250878
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV036787
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV152704
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV250071
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0NORTHERN TRUST 6.5% 8/15/2018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1VERIZON COMM 6.35% 4/1/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2HEWLETT PACKARD 2.125% 9/13/15
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue072172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue158724
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue279539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue369429
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue453580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue547449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue684929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue764758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue843824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9141624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10465563
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1168065
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1257633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1347216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1443068
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1547007
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1650587
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1778281
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1852558
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1946215
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2040363
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2154008
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV060540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV155120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2110895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV339280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV467530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV540700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV675030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV777308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV852356
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9207973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10534884
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1178375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1256160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1364420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1464389
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1579020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1671643
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1789280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1864008
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1960300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2052731
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2171360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01000 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14000 APPLD MATS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21500 BAKER HUGHES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32000 GENERAL ELEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43000 INTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51000 MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63000 MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71400 WAL MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81200 WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91561 SPDR TR UN SER I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102995 SPDR SER TR DJWS REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1112186.922 EUROPAC GRWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121500 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13900 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock142000 SYSCO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock151300 TARGET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock163000 STATOIL ASA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock171300 AUTO DATA PROC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock181500 BAXTER INTNL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19900 PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20900 PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21900 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock222000 XILINX
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0454452
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0460536
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount057878
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount020426
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount034
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount01843
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount080181
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA080181
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01456
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01456
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02911
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm020426
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps012823
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm012823
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss025647
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0116250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0116250
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm057878
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss057878
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-71163
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0236115
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm034
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss034
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss020426
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome062578
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01866
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0134641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm016703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0151344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome079281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses080181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps018391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm016703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss035094
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps04077
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss04077
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY02594618
IRS990PF/BalanceSheets/CapitalStockEOY02523407
IRS990PF/BalanceSheets/CashBOY0299
IRS990PF/BalanceSheets/CashEOY0245
IRS990PF/BalanceSheets/CashEOYFMV0245
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY076189
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0127007
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0139562
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01804260
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01766592
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02073302
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0401559
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0454452
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0460536
IRS990PF/BalanceSheets/InvestmentsOtherBOY010311
IRS990PF/BalanceSheets/InvestmentsOtherEOY010311
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV010311
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0302000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0164800
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0164800
IRS990PF/BalanceSheets/TotalAssetsBOY02594618
IRS990PF/BalanceSheets/TotalAssetsEOY02523407
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02848756
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02594618
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02523407
IRS990PF/BalanceSheets/TotalNetAssetsBOY02594618
IRS990PF/BalanceSheets/TotalNetAssetsEOY02523407
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome020426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0165689
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-11-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01561. SPDR S&P 500 ETF TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150000. U.S. TREASURY NOTE DTD 12/15/2005 4.375%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss020426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses020426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0186115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-71163
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0601
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0553
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02524008
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02594618
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02523407
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0131190
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0131190
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0131190
IRS990PF/DistributableAmount/MinimumInvestmentReturn0131816
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0626
IRS990PF/DistributableAmount/TotalTax0626
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0626
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0626
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0626
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0500
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02848756
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02676468
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0597
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02675871
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable040147
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0131816
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02636321
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02676468
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08592
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation18592
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation28463
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LAWRENCE B COHEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAURIE J HALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WILLIAM B ROBERTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RACHEL FLETCHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 990129
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11P O BOX 990129
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1266 WEST ST STE 301
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13113 DIVISION ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PITTSFIELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3GREAT BARRINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0021990129
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1021990129
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode201201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode301230
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0111272
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0110646
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04197
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046875
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.038927
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.065668
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.017015
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.041365
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02636321
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102563344
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202459666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303093875
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403025136
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502875529
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0626
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0134641
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10120158
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2095747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30203170
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4051472
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50118945
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.20985
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0134015
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0134641
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0626
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0134641
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LAWRENCE B COHEN ESQ
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine20EDWARDS WILDMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06172390143
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 HUNTINGTON AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0021997613
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount012250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount225000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount425000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount515000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount64000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUND LECTURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1J COOK MEMORIAL LECTURE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUSTAINABLE DESIGN BUILD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3THE BAHAMAS SUSTAINABLE DESIGN PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4HAITI HOUSING PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5DESERT HOT SPRING HS PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6NYAME ADOM FOUNDATION PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF TORONTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIV OF MANITOBA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12YESTERMORROW DESIGNBUILD SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE COTTON BAY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PARTNERS IN HEALTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15THE PINNACLE FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16KLAUS & MARJUT DUNKER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10201 J A RUSSELL BLDG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine11123 LAKESHORE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0WINNIPEG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City1TORONTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/PostalCode0R3T 2N2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/PostalCode1M8V 2A1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState0MANITOBA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/ProvinceOrState1ONTARIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1058 WEST 84TH ST STE 2F
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11189 VT ROUTE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1252 WATERFRONT CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13888 COMMONWEALTH AVE 3RD FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14980 E TAHQUITZ CANYON WAY STE 202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WARREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BUFFALO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PALM SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings