Civic Intelligence

Cooke & Currie Fund

EIN 04-6196463

37 Pocasset Street02536
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $630,401 (-100%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$0

Down $630,401 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$884,575

Up $850,209 (+2474%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $630,939Liabilities 2010: $0Net Assets 2010: $630,9392010Assets 2011: $630,401Liabilities 2011: $0Net Assets 2011: $630,4012011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Expenses 2010: $37,0892010Expenses 2011: $34,3662011Expenses 2012: $884,5752012

Highlighted filing

2012

Revenue-
Expenses$884,575
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Feb 4, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E HOLLYTrustee-$0--
DORIS E COOKETrustee-$0--
JAMES W CURRIETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HOSPITAL SERVICES501C(3BOSTON, MA, US$100,000
Paid Grant-CHURCH SERVICESCHURCH REGROTON, MA, US$100,000
Paid Grant-HOSPITAL SERVICES501C(3SPRINGFIELD, MA, US$100,000
Paid Grant-HANDICAPPED CHILDREN501C(3GREENFIELD, NH, US$100,000
Paid Grant-COUNSELING SERVICESCHURCH REBOSTON, MA, US$75,000
Paid Grant-CHURCH SERVICESCHURCH REEAST FALMOUTH, MA, US$50,000
Paid Grant-CHURCH SERVICESCHURCH REBOSTON, MA, US$50,000
Paid Grant-CHURCH SERVICESCHURCH REW FALMOUTH, MA, US$50,000
Paid Grant-HOSPITAL SERVICES501C(3BOSTON, MA, US$50,000
Paid Grant-CHURCH RENOVATIONCHURCH REFRANKLIN LAKES, NJ, US$50,000
Paid Grant-CHILD AND FAMILY SERVICES501C(3OMAHA, NE, US$26,954
Paid Grant-EDUCATION SERVICES501C(3ASHLAND, MT, US$26,954
Paid Grant-HOSPITAL SERVICES AND RESEARCH501C(3MEMPHIS, TN, US$26,954
Paid Grant-HOSPITAL SERVICES501C(3HYANNIS, MA, US$25,000
Paid Grant-ASSISTED LIVING501C(3CAMBRIDGE, MA, US$25,000
Paid Grant-EDUCATIONAL501C(3JAMAICA PLAIN, MA, US$25,000
Filing and Contact Details

Filer

EIN
04-6196463
Raw XML Appendix393 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.

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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship15N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1051 BLOSSOM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11167 PRESCOTT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12516 CAREW STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 482
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 370
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1588 TREMONT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16360 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17920 S 107TH AVENUE SUITE 250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 77
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19501 ST JUDE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110636 W FALMOUTH HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11191 PARKER HILL AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112886 FRANKLIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113IVERNY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11488 TREMONT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11582 MOSS HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GROTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SPRINGFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3EAST FALMOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HYANNIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7OMAHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8ASHLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10W FALMOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12FRANKLIN LAKES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13GREENFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City14BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City15JAMAICA PLAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State14MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State15MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302536
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode602138
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode768114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode859003
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode938105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1002540
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1102120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1207417
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1303047
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1402108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1502130
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0880862
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear033338
IRS990PF/UndistributedIncome/AppliedToYear1013590
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted033338
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0833934
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0833934
IRS990PF/UndistributedIncome/QualifyingDistributions0880862
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0833934
IRS990PF/UndistributedIncome/TotalCorpus0833934
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear013590
LiquidationExplanationStmt/Statement0Trustees felt it was time to finish charitable giving by giving away to charities the remaining funds. There was no certified copy of a liquidation plan or resolution as it was the agreement of the Trustees.Please see statement 7 for a list of the recipients of the assets that were distributed during the year. All assets were distributed in cash.
OtherDecreasesSchedule/OtherDecreases/Amount0158865
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED GAINS BOOK TO MARKET
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0RESERVE FUNDS FOR FINAL FEES/TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount0465
TaxesSchedule/Taxes/Category0U. S. TREASURY
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0046196463
ReturnHeader/Filer/Name/BusinessNameLine10COOKE & CURRIE FUND
ReturnHeader/Filer/NameControl0COOK
ReturnHeader/Filer/Phone05085481982
ReturnHeader/Filer/USAddress/AddressLine1037 POCASSET STREET
ReturnHeader/Filer/USAddress/City0EAST FALMOUTH
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002536
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-04
ReturnHeader/Officer/Name0JAMES W CURRIE
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Paulette Speight
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1018B Winter St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Wilmington
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018871710
ReturnHeader/Preparer/Name0Paulette Speight
ReturnHeader/Preparer/Phone09786582110
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-04T10:29:33-08:00

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