Civic Intelligence

Dr Israel & Edith Putnam Edelstein Foundation

990PF • Fiscal year 2013 • EIN 04-6116126

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 15, 2014

C/O Levin Levin 875 Southern ArteryQuincy, MA 02169
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

3rd percentile

-470%

Higher net margin than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

27th percentile

-10.0%

Faster asset growth than 27% of similar nonprofits.

2013 filings • <$500k 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

Assets

Down

$264,177

Down $29,215 (-10.0%) from 2012

Net Assets

Down

$264,177

Down $29,215 (-10.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$6,222

No earlier filing loaded for comparison.

Expenses

Up

$35,437

Up $35,138 (+11752%) from 2012

Net Income

-$29,215

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.

$400K$300K$200K$100K$0Assets 2011: $277,242Liabilities 2011: $0Net Assets 2011: $277,2422011Assets 2012: $293,392Liabilities 2012: $0Net Assets 2012: $293,3922012Assets 2013: $264,177Liabilities 2013: $0Net Assets 2013: $264,1772013Assets 2014: $242,185Liabilities 2014: $0Net Assets 2014: $242,1852014Assets 2015: $257,105Liabilities 2015: $0Net Assets 2015: $257,1052015Assets 2016: $211,758Liabilities 2016: $0Net Assets 2016: $211,7582016Assets 2019: $129,232Liabilities 2019: $02019Assets 2020: $395,499Liabilities 2020: $0Net Assets 2020: $395,4992020Assets 2021: $369,510Liabilities 2021: $0Net Assets 2021: $369,5102021Assets 2022: $354,567Liabilities 2022: $0Net Assets 2022: $354,5672022Assets 2023: $288,888Liabilities 2023: $0Net Assets 2023: $288,8882023Assets 2024: $258,006Liabilities 2024: $0Net Assets 2024: $258,0062024Assets 2025: $234,284Liabilities 2025: $0Net Assets 2025: $234,2842025

Highlighted filing

2013

Assets$264,177
Liabilities$0
Net Assets$264,177

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $74,6212011Expenses 2012: $2992012Revenue 2013: $6,222Expenses 2013: $35,437Net Income 2013: -$29,2152013Revenue 2014: $22,913Expenses 2014: $44,905Net Income 2014: -$21,9922014Revenue 2015: $71,540Expenses 2015: $56,620Net Income 2015: $14,9202015Revenue 2016: $17,492Expenses 2016: $62,839Net Income 2016: -$45,3472016Revenue 2019: $21,726Expenses 2019: $48,385Net Income 2019: -$26,6592019Revenue 2020: $320,197Expenses 2020: $53,930Net Income 2020: $266,2672020Revenue 2021: $24,003Expenses 2021: $49,992Net Income 2021: -$25,9892021Revenue 2022: $32,400Expenses 2022: $47,343Net Income 2022: -$14,9432022Revenue 2023: $8,440Expenses 2023: $74,119Net Income 2023: -$65,6792023Revenue 2024: $15,644Expenses 2024: $46,526Net Income 2024: -$30,8822024Revenue 2025: $22,510Expenses 2025: $46,232Net Income 2025: -$23,7222025

Highlighted filing

2013

Revenue$6,222
Expenses$35,437
Net Income-$29,215
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 15, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIET EDELSTEINTrustee-$0--
DONALD EDELSTEINTrustee-$0--
SARA ADERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEF ISREAL ENDOWMENT FUNDS INCGENERAL SUPPORTPUBLIC CHARITYNEW YORK, NY, US$11,000
Paid GrantTEMPLE BETH ELGENERAL SUPPORTPUBLIC CHARITYQUINCY, MA, US$9,000
Paid GrantTHE SUSAN KORMAN BREAST CANCER FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYDALLAS, TX, US$6,750
Paid GrantDANA FARBER CANCER INSTITUTEGENERAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$6,750
Filing and Contact Details

Filer

EIN
04-6116126
Raw XML Appendix394 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
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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue09905
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV034762
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MARKWEST ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01723
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12073
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue243532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue315708
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue421300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue518196
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue616915
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue710350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0214182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV112381
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV231507
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV335522
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV441988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV525758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV629700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV77840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DREYFUS PREMIER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FOSTER WHEELER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ALTRIA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6MCDONALDS
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue215704
InvestmentsOtherSchedule2/InvestmentsOther/BookValue310879
InvestmentsOtherSchedule2/InvestmentsOther/BookValue47421
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm016066
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-29215
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice022414
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm029
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-9873
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome015345
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION MAKES VARIOUS CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS DURING THE YEAR - SEE PART XV FOR DETAIL.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1033500
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount36750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TEMPLE BETH EL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PEF ISREAL ENDOWMENT FUNDS INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE SUSAN KORMAN BREAST CANCER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101001 HANCOCK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11317 MADISON AVE STE 607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine125005 LBJ FREEWAY STE 250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 849168
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0QUINCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002169
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode275244
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302284
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2048017
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear406474
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear08122
IRS990PF/UndistributedIncome/ExcessFromYear2048017
IRS990PF/UndistributedIncome/ExcessFromYear406474
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions034250
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08122
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus062613
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover054491
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks036
TaxesSchedule/Taxes/Amount0329
TaxesSchedule/Taxes/Amount135
TaxesSchedule/Taxes/Amount237
TaxesSchedule/Taxes/Category0U.S TREASURY
TaxesSchedule/Taxes/Category1MASS FORM PC
TaxesSchedule/Taxes/Category2FEDERAL TAX ON FOREIGN SOURCE INCOME
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0046116126
ReturnHeader/Filer/Name/BusinessNameLine10DR ISRAEL & EDITH EDELSTEIN FOUNDATION
ReturnHeader/Filer/NameControl0DRIS
ReturnHeader/Filer/Phone06174715700
ReturnHeader/Filer/USAddress/AddressLine10C/O LEVIN LEVIN 875 SOUTHERN ARTERY
ReturnHeader/Filer/USAddress/City0QUINCY
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002169
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-01-15
ReturnHeader/Officer/Name0HARRIET EDELSTEIN
ReturnHeader/Officer/Phone06174715700
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0042773455
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARK D ALPERT CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101399 WASHINGTON STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HANOVER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002339
ReturnHeader/Preparer/Name0MARK D ALPERT
ReturnHeader/Preparer/Phone07818298868
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-29T17:32:38-06:00

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