Civic Intelligence

New Tudor Foundation Co Hemenway & Barnes LLP

990PF • Fiscal year 2011 • EIN 04-3125604

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 28, 2012

172 Carrington Road06524
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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

Asset Growth

64th percentile

3.8%

Faster asset growth than 64% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,632,860

Up $59,111 (+3.8%) from 2010

Net Assets

Up

$1,632,860

Up $59,111 (+3.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,708

Down $29,664 (-64%) from 2010

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,573,749Liabilities 2010: $0Net Assets 2010: $1,573,7492010Assets 2011: $1,632,860Liabilities 2011: $0Net Assets 2011: $1,632,8602011Assets 2012: $1,688,843Liabilities 2012: $0Net Assets 2012: $1,688,8432012Assets 2013: $1,683,605Liabilities 2013: $0Net Assets 2013: $1,683,6052013Assets 2014: $1,675,747Liabilities 2014: $0Net Assets 2014: $1,675,7472014Assets 2015: $1,683,317Liabilities 2015: $0Net Assets 2015: $1,683,3172015Assets 2016: $1,699,787Liabilities 2016: $0Net Assets 2016: $1,699,7872016Assets 2017: $1,675,676Liabilities 2017: $0Net Assets 2017: $1,675,6762017Assets 2018: $1,653,363Liabilities 2018: $0Net Assets 2018: $1,653,3632018Assets 2019: $1,783,649Liabilities 2019: $0Net Assets 2019: $1,783,6492019Assets 2020: $1,805,066Liabilities 2020: $0Net Assets 2020: $1,805,0662020Assets 2021: $1,896,921Liabilities 2021: $0Net Assets 2021: $1,896,9212021Assets 2022: $1,796,317Liabilities 2022: $0Net Assets 2022: $1,796,3172022Assets 2023: $1,717,448Liabilities 2023: $0Net Assets 2023: $1,717,4482023Assets 2024: $1,830,688Liabilities 2024: $0Net Assets 2024: $1,830,6882024

Highlighted filing

2011

Assets$1,632,860
Liabilities$0
Net Assets$1,632,860

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $46,3722010Expenses 2011: $16,7082011Expenses 2012: $55,3892012Revenue 2013: $91,513Expenses 2013: $97,861Net Income 2013: -$6,3482013Revenue 2014: $129,391Expenses 2014: $137,249Net Income 2014: -$7,8582014Revenue 2015: $153,924Expenses 2015: $146,444Net Income 2015: $7,4802015Revenue 2016: $160,769Expenses 2016: $144,299Net Income 2016: $16,4702016Revenue 2017: $119,988Expenses 2017: $144,099Net Income 2017: -$24,1112017Revenue 2018: $129,708Expenses 2018: $153,732Net Income 2018: -$24,0242018Revenue 2019: $283,986Expenses 2019: $153,700Net Income 2019: $130,2862019Revenue 2020: $242,484Expenses 2020: $221,067Net Income 2020: $21,4172020Revenue 2021: $236,002Expenses 2021: $144,147Net Income 2021: $91,8552021Revenue 2022: $77,748Expenses 2022: $178,352Net Income 2022: -$100,6042022Revenue 2023: $104,820Expenses 2023: $183,689Net Income 2023: -$78,8692023Revenue 2024: $304,350Expenses 2024: $191,110Net Income 2024: $113,2402024

Highlighted filing

2011

Revenue-
Expenses$16,708
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 28, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER RABINOWITZDirector-$0--
KATHERINE RABINOWITZDirector-$0--
MARTHA LOUISE RABINOWITZDirector-$0--
Filing and Contact Details

Filer

EIN
04-3125604
Raw XML AppendixShowing 400 of 567 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/Amount02510
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02510
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue030495
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1106326
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue240000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue330783
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue449018
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue530861
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue649667
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue729131
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue848438
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV030416
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1111702
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV239939
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV331612
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV451294
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV529314
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV658673
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV733470
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV852293
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0DR PEPPER SNAPPLE GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FEDERAL HOME LOAN BANK
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2FEDERAL HOME LOAN MORTGAGE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3SHERWIN WILLIAMS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4PG&E ENERGY RECOVERY FUNDING LLC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6CATERPILLAR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JP MORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8STANFORD UNIVERSITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue015790
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue122161
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue219691
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue38708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue44222
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue520661
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue614175
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue711283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue83003
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue99293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue109697
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue116286
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1210253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1310973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue141811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1515086
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue167726
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1714570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1813041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1914558
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2011170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue213122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue228518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue231683
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue245085
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue258777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2614899
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue279369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2817509
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2911371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3021368
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3110791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3217934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3345286
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3429471
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3518878
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3645000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue377713
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3823664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3925459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue404650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4111469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4296005
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4332292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4438000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4590000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4610051
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV017310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV127255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV237122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV318792
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV423015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV519464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV617330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV716940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV820766
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV918740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV107354
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV114964
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1228656
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1310474
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1516230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV168268
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1720547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1824668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1922984
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2018210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2118690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2214909
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2321562
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2417572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2538475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2621515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2714308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2834937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2912002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3023364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3110940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3221665
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3351062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3434447
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3521949
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3658588
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV378742
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3819237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3917419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV406311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4115942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42130748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4347859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4436121
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4589403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV469878
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3NIKE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5TARGET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6WAL MART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7CHESAPEAKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10AFLAC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12GE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14STATE STREET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18BRISTOL MYERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CELGENE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HOLOGIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EMERSON ELEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock243M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25APPLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27INTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29L3 COMMUNICATIONS HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33CHAMPLAIN SMALL CO FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34ISHARES RUSSELL MIDCAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35POWERSHARES DB AGRICULTURE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36VERACITY SMAL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37DIAGEO PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38ENSCO PLC SPONOS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41TEVA PHARMACEUTICAL INDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42ARTISAN INT VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43EATON VANCE PARA STRCT EMER MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44FORWARD INTL SMALL CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45HARBOR INTERNAL GOR- INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46MATTHEWS ASIA DIVIDEND FUND
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0100370
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0116973
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0146292
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0158078
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount045756
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount030108
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount075864
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA075864
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02510
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02510
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm030108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm045756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss045756
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses059156
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0294575
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss030108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome061056
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm012057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss012057
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0241
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm014808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss016708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome075864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses075864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm014808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss016708
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0386783
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0414719
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0438713
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0862220
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0852522
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01179959
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0207645
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0246662
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0275051
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01573749
IRS990PF/BalanceSheets/RetainedEarningsEOY01632860
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0117101
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0118957
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0118957
IRS990PF/BalanceSheets/TotalAssetsBOY01573749
IRS990PF/BalanceSheets/TotalAssetsEOY01632860
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02012680
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01573749
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01632860
IRS990PF/BalanceSheets/TotalNetAssetsBOY01573749
IRS990PF/BalanceSheets/TotalNetAssetsEOY01632860
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome030108
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis040000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis213781
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis317789
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis423708
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis52662
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis760502
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis893414
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis94466
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis104039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11570
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-05-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired41992-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62005-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72006-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired81993-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-05-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-04-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0FHLMC 1.05%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1APPLE COMPUTER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2BMC SOFTWARE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CHESAPEAKE ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CVS CORPORATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5EMERSON ELECTRIC CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6EXXON MOBIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7FHLB 1.375%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8MAINSTAY INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9NIKE INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10QUESTAR CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11UNITED TECHNOLOGIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16228
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22618
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-3999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-1622
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss53391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss67517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-502
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-2437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss93750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss118382
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss124691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16228
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22618
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-3999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-1622
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses53391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses67517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-502
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-2437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses93750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses102091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses118382
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses124691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice040000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18538
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice216399
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice313790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice422086
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice56053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice68743
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice760000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice890977
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice98216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice106130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice118952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice124691
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses059156
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases045
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01632905
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01573749
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01632860
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted098020
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj098020
IRS990PF/DistributableAmount/DistributableAmountBeforeDed098020
IRS990PF/DistributableAmount/MinimumInvestmentReturn099241
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01221
IRS990PF/DistributableAmount/TotalTax01221
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0772
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01221
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0772
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment07
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01221
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01221
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02012680
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02015053
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances099973
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01915080
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable030226
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn099241
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01984827
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02015053
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER RABINOWITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHERINE RABINOWITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARTHA LOUISE RABINOWITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10172 CARRINGTON ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.30$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.18$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.08$0.18$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.24$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.24$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.28$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.13$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12$0.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.16$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.15$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05