Civic Intelligence

William E Schrafft and Bertha E Schrafft Charitable Trust

990PF • Fiscal year 2013 • EIN 04-6065605

Jan 01, 2013 to Dec 31, 2013 • Filed on May 27, 2014

Organization Profile
77 Summer St 8th FloorBoston, MA 02110

(617) 338-4624

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.03x

Higher debt load relative to revenue than 25% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$44,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$36,107,062

Up $4,825,264 (+15%) from 2012

Net Assets

Up

$35,958,026

Up $4,779,035 (+15%) from 2012

Liabilities

Up

$149,036

Up $46,229 (+45%) from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

$4,627,891

No earlier filing loaded for comparison.

Expenses

Up

$2,249,417

Up $457,555 (+26%) from 2012

Net Income

$2,378,474

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2010: $32,302,120Liabilities 2010: $100,955Net Assets 2010: $32,201,1652010Assets 2011: $29,427,835Liabilities 2011: $65,839Net Assets 2011: $29,361,9962011Assets 2012: $31,281,798Liabilities 2012: $102,807Net Assets 2012: $31,178,9912012Assets 2013: $36,107,062Liabilities 2013: $149,036Net Assets 2013: $35,958,0262013Assets 2014: $36,331,252Liabilities 2014: $163,255Net Assets 2014: $36,167,9972014Assets 2015: $34,565,824Liabilities 2015: $102,505Net Assets 2015: $34,463,3192015Assets 2016: $34,026,664Liabilities 2016: $96,429Net Assets 2016: $33,930,2352016Assets 2017: $37,434,622Liabilities 2017: $156,209Net Assets 2017: $37,278,4132017Assets 2018: $36,378,423Liabilities 2018: $94,822Net Assets 2018: $36,283,6012018Assets 2019: $42,285,527Liabilities 2019: $141,088Net Assets 2019: $42,144,4392019Assets 2020: $44,892,071Liabilities 2020: $187,886Net Assets 2020: $44,704,1852020Assets 2021: $51,009,453Liabilities 2021: $255,916Net Assets 2021: $50,753,5372021Assets 2022: $41,877,533Liabilities 2022: $136,124Net Assets 2022: $41,741,4092022Assets 2023: $44,500,085Liabilities 2023: $181,036Net Assets 2023: $44,319,0492023Assets 2024: $47,553,512Liabilities 2024: $32,864Net Assets 2024: $47,520,6482024

Highlighted filing

2013

Assets$36,107,062
Liabilities$149,036
Net Assets$35,958,026
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,623,9042010Expenses 2011: $1,949,7492011Expenses 2012: $1,791,8622012Revenue 2013: $4,627,891Expenses 2013: $2,249,417Net Income 2013: $2,378,4742013Revenue 2014: $1,866,619Expenses 2014: $2,180,311Net Income 2014: -$313,6922014Revenue 2015: $3,275,997Expenses 2015: $2,012,013Net Income 2015: $1,263,9842015Revenue 2016: $1,860,732Expenses 2016: $2,119,304Net Income 2016: -$258,5722016Revenue 2017: $2,562,542Expenses 2017: $2,143,541Net Income 2017: $419,0012017Revenue 2018: $4,221,095Expenses 2018: $2,207,992Net Income 2018: $2,013,1032018Revenue 2019: $2,796,217Expenses 2019: $2,298,211Net Income 2019: $498,0062019Revenue 2020: $1,560,232Expenses 2020: $2,320,458Net Income 2020: -$760,2262020Revenue 2021: $3,696,747Expenses 2021: $2,473,628Net Income 2021: $1,223,1192021Revenue 2022: $1,849,069Expenses 2022: $2,409,204Net Income 2022: -$560,1352022Revenue 2023: $1,908,228Expenses 2023: $2,516,734Net Income 2023: -$608,5062023Revenue 2024: $16,468,761Expenses 2024: $2,755,465Net Income 2024: $13,713,2962024

Highlighted filing

2013

Revenue$4,627,891
Expenses$2,249,417
Net Income$2,378,474
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 27, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen FaulknerExecutive DirectorPT$44,000-$44,000
Arthur ParkerTrusteePT$16,000-$16,000
Lavinia B ChaseTrustee-$14,000-$14,000
Kristen J McCormackTrustee-$14,000-$14,000
Filing and Contact Details

Filer

EIN
04-6065605
Phone
6173384624

Signing Officer

Name
Arthur Parker
Title
Trustee
Phone
6173575101
Signed
2014-05-27
Discuss with paid preparer
Yes

Preparer

Preparer
Andrew Shabshelowitz
Phone
5086722182
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671755 Transdigm Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6810600 US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693455 United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm706855 Walgreen Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713700 Waters Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm729920 Wells Fargo & Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73159748.514 Dreyfus Inter Term Income
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm747013 Ishares Iboxx High Yield
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7516010 Vanguard FTSE Europe EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7616565 Vanguard Short-Term
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm779230 Wisdomtree Japan Total Dv
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm786115 Zions Bancorporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm795430 Danaher Corp.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0699409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2324450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Harmony Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Brookfield Property Partners
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Blackstone Group
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0699409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2324450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0557947
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04068793
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0335
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0816
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04627891
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04627891
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04068793
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt088000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01817500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01817500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0557947
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0557947
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02378474
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024296176
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0384
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04068793
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04407527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0199349
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0199349
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05631
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt085578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01817500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0220364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02249417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04627891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04627891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0220364
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0431917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020227383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03967721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt188867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03967721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt188867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024195104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt188867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04068793
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02378474
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt046229
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02446790
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036004255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031178991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt035958026
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01636946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01636946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01636946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01681021
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044075
IRS990PF/DistributableAmountGrp/TotalTaxAmt044075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt055826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt099901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt055826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt099901
IRS990PF/FMVAssetsEOYAmt036107062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0194154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0194154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029931449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033878816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033878816
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0284502
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01034726
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01034726
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0102807
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0149036
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01065847
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0999366
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0999366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031281798
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036107062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036107062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0102807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0149036
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031281798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036107062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031178991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt035958026
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt031178991
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt035958026
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034132396
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01973869
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032158527
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0511986
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01681021
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033620410
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034132396
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10Beck Mack & Oliver LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11Middleton & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt098884
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt180966
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine10360 Madison Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine11600 Atlantic Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0New York

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,107,062
Liabilities
$149,036
Net assets
$35,958,026
Revenue
$4,627,891
Expenses
$2,249,417
Net income
$2,378,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.03$47.5$16.5$2.76$13.7
2023Detailed filing. Detailed filing data is available for this year.$44.5$0.18$44.3$1.91$2.52$0.61
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.14$41.7$1.85$2.41$0.56
2021Detailed filing. Detailed filing data is available for this year.$51.0$0.26$50.8$3.70$2.47$1.22
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.19$44.7$1.56$2.32$0.76
2019Detailed filing. Detailed filing data is available for this year.$42.3$0.14$42.1$2.80$2.30$0.50
2018Detailed filing. Detailed filing data is available for this year.$36.4$0.09$36.3$4.22$2.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$37.4$0.16$37.3$2.56$2.14$0.42
2016Detailed filing. Detailed filing data is available for this year.$34.0$0.10$33.9$1.86$2.12$0.26
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.10$34.5$3.28$2.01$1.26
2014Detailed filing. Detailed filing data is available for this year.$36.3$0.16$36.2$1.87$2.18$0.31
2013Detailed filing. Detailed filing data is available for this year.$36.1$0.15$36.0$4.63$2.25$2.38
2012Detailed filing. Detailed filing data is available for this year.$31.3$0.10$31.2$1.79
2011Detailed filing. Detailed filing data is available for this year.$29.4$0.07$29.4$1.95
2010Detailed filing. Detailed filing data is available for this year.$32.3$0.10$32.2$1.62