Civic Intelligence

Cooke & Currie Fund

990PF • Fiscal year 2011 • EIN 04-6196463

Nov 01, 2010 to Oct 31, 2011 • Filed on Dec 12, 2011

Organization Profile
37 Pocasset Street02536
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$630,401

Down $538 (-0.1%) from 2010

Net Assets

Down

$630,401

Down $538 (-0.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$34,366

Down $2,723 (-7.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2011

Assets$630,401
Liabilities$0
Net Assets$630,401
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

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

Highlighted filing

2011

Revenue-
Expenses$34,366
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Dec 12, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay68th percentile

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-COUNSELING SERVICESCHURCH REBOSTON, MA, US$9,500
Paid Grant-HOSPITAL SERVICES501C(3BOSTON, MA, US$8,000
Paid Grant-HOSPITAL SERVICES501C(3BOSTON, MA, US$4,000
Paid Grant-HANDICAPPED CHILDREN501C(3GREENFIELD, NH, US$4,000
Paid Grant-CHURCH SERVICESCHURCH REW FALMOUTH, MA, US$2,500
Paid Grant-EDUCATIONAL501C(3JAMAICA PLAIN, MA, US$2,500
Paid Grant-BUILD CHAPELCHURCH REFRANKLIN LAKES, NJ, US$2,000
Filing and Contact Details

Filer

EIN
04-6196463
Raw XML AppendixShowing 400 of 409 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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AccountingFeesSchedule/AccountingFees/Amount01389
AccountingFeesSchedule/AccountingFees/Amount135
AccountingFeesSchedule/AccountingFees/Amount23
AccountingFeesSchedule/AccountingFees/Category0PAULETTE SPEIGHT - TAX PREP
AccountingFeesSchedule/AccountingFees/Category1COMMONWEALTH OF MASS FILING FEE
AccountingFeesSchedule/AccountingFees/Category2BANK CHARGES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps10
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps20
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome135
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome23
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2200 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31585 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4600 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5600 SHS NSTAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61800 SHS ING GROUP NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7650 SHS JPMCHASE CAPITAL XVI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8400 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9576 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10300 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111500 SHS HCP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12600 SHS GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13900 SHS GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14117 SHS FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15500 SHS EXXON MOBIL CORP
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue120000
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES E HOLLY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DORIS E COOKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES W CURRIE
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0JAMES W CURRIE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHURCH SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1HOSPITAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HOSPITAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3BUILD CHAPEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4HANDICAPPED CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5COUNSELING SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH RE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHURCH RE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5CHURCH RE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501C(3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0W FALMOUTH METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SHRINERS HOSPITALSBURN UNIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2NEW ENGLAND BAPTIST HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3GRACE COMMUNITY CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CROTCHED MOUNTAIN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BOSTON CHRISTIAN COUNSELING CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6BOSTON CHILDREN'S NEIGHBORHOOD THEA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10636 W FALMOUTH HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1121 BLOSSOM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1291 PARKER HILL AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13886 FRANKLIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14IVERNY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1588 TREMONT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1682 MOSS HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0W FALMOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3FRANKLIN LAKES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GREENFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6JAMAICA PLAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002540
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode307417
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode403047
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode602130
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear032500
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/AppliedToCurrentYear026744
IRS990PF/UndistributedIncome/AppliedToYear105756
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted040334
IRS990PF/UndistributedIncome/QualifyingDistributions032500
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY013590
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear05756
IRS990ScheduleB/ContributorInfo/AggregateContributions015000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1037 POCASSET STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0EAST FALMOUTH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002536
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JAMES W CURRIE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount06703
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED LOSSES
TaxesSchedule/Taxes/Amount0439
TaxesSchedule/Taxes/Category0U. S. TREASURY
ReturnHeader/BuildTS02016-02-24 21:20:13Z
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/DateSigned02011-12-12
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,401
Liabilities
$0
Net assets
$630,401
Revenue
-
Expenses
$34,366
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.85
2011Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.34
2010Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.37