Civic Intelligence

Dr David L Kasdon Fund

990PF • Fiscal year 2018 • EIN 04-6570752

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 27, 2019

Organization Profile
6 Beacon Street No 415Boston, MA 02108

(617) 951-0800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$32,929

Flat from 2018

Net Assets

Flat

$32,929

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$513

Flat from 2018

Expenses

Flat

$1,835

Flat from 2018

Net Income

Flat

-$1,322

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $54,503Liabilities 2011: $02011Assets 2012: $51,177Liabilities 2012: $02012Assets 2013: $49,097Liabilities 2013: $1,5002013Assets 2014: $44,267Liabilities 2014: $02014Assets 2015: $40,881Liabilities 2015: $02015Assets 2016: $37,492Liabilities 2016: $35Net Assets 2016: $37,4572016Assets 2017: $36,751Liabilities 2017: $2,535Net Assets 2017: $34,2162017Assets 2018: $32,929Liabilities 2018: $0Net Assets 2018: $32,9292018Assets 2018: $32,929Liabilities 2018: $0Net Assets 2018: $32,9292018Assets 2019: $31,122Liabilities 2019: $0Net Assets 2019: $31,1222019Assets 2020: $29,207Liabilities 2020: $0Net Assets 2020: $29,2072020Assets 2021: $26,308Liabilities 2021: $0Net Assets 2021: $26,3082021Assets 2022: $24,551Liabilities 2022: $0Net Assets 2022: $24,5512022Assets 2023: $23,561Liabilities 2023: $0Net Assets 2023: $23,5612023Assets 2024: $22,869Liabilities 2024: $0Net Assets 2024: $22,8692024

Highlighted filing

2018

Assets$32,929
Liabilities$0
Net Assets$32,929
Open 2018 Filing

Operations Trend

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $8Expenses 2011: $3,835Net Income 2011: -$3,8272011Revenue 2012: $9Expenses 2012: $3,335Net Income 2012: -$3,3262012Revenue 2013: $5Expenses 2013: $3,585Net Income 2013: -$3,5802013Revenue 2014: $5Expenses 2014: $3,335Net Income 2014: -$3,3302014Revenue 2015: $4Expenses 2015: $3,390Net Income 2015: -$3,3862015Revenue 2016: $37Expenses 2016: $3,462Net Income 2016: -$3,4252016Revenue 2017: $206Expenses 2017: $3,446Net Income 2017: -$3,2402017Revenue 2018: $513Expenses 2018: $1,835Net Income 2018: -$1,3222018Revenue 2018: $513Expenses 2018: $1,835Net Income 2018: -$1,3222018Revenue 2019: $613Expenses 2019: $2,420Net Income 2019: -$1,8072019Revenue 2020: $85Expenses 2020: $2,000Net Income 2020: -$1,9152020Revenue 2021: $3Expenses 2021: $2,903Net Income 2021: -$2,9002021Revenue 2022: $340Expenses 2022: $2,097Net Income 2022: -$1,7572022Revenue 2023: $1,151Expenses 2023: $2,141Net Income 2023: -$9902023Revenue 2024: $1,143Expenses 2024: $1,835Net Income 2024: -$6922024

Highlighted filing

2018

Revenue$513
Expenses$1,835
Net Income-$1,322
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 27, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENIFER N KASDONTrustee-$0--
PETER W FINKTrustee-$0--
NICHOLAS S KASDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr David L Kasdon Fund
EIN
04-6570752
Phone
6179510800
Address
6 BEACON STREET NO 415, BOSTON, MA 02108

Signing Officer

Name
Peter W Fink
Title
Trustee
Phone
6179510800
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Fink & Labelle Llp
Address
6 BEACON STREET SUITE 415, BOSTON, MA 02108
Preparer
Peter W Fink
Phone
6179510800
Raw XML Appendix286 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/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01142
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0428
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LYNCH FINK & LABELLE LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0835
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0418
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0VOIDED CHECK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02535
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNCLEARED CHECKS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER W FINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179510800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR DAVID L KASDON FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LYNCH FINK & LABELLE LLP
ReturnHeader/Filer/BusinessNameControlTxt0DRDA
ReturnHeader/Filer/EIN0046570752
ReturnHeader/Filer/PhoneNum06179510800
ReturnHeader/Filer/USAddress/AddressLine1Txt06 BEACON STREET NO 415
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0825CEDBD336DAC1428A25930710C9445A885DD49
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0825CEDBD336DAC1428A25930710C9445A885DD49
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0144.121.26.194
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:48:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821747014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH FINK & LABELLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 BEACON STREET SUITE 415
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002108
ReturnHeader/PreparerPersonGrp/PhoneNum06179510800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER W FINK
ReturnHeader/ReturnTs02019-02-27T15:55:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,929
Liabilities
$0
Net assets
$32,929
Revenue
$513
Expenses
$1,835
Net income
-$1,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$1.14$1.84$0.69
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.15$2.14$0.99
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.34$2.10$1.76
2021Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.00$2.90$2.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$0.09$2.00$1.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$0.61$2.42$1.81
2018Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$0.51$1.84$1.32
2018Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$0.51$1.84$1.32
2017Detailed filing. Detailed filing data is available for this year.$36.8$2.54$34.2$0.21$3.45$3.24
2016Detailed filing. Detailed filing data is available for this year.$37.5$0.04$37.5$0.04$3.46$3.43
2015Summary only. Only limited summary data is available for this year.$40.9$0.00$0.00$3.39$3.39
2014Summary only. Only limited summary data is available for this year.$44.3$0.00$0.01$3.34$3.33
2013Summary only. Only limited summary data is available for this year.$49.1$1.50$0.01$3.59$3.58
2012Summary only. Only limited summary data is available for this year.$51.2$0.00$0.01$3.34$3.33
2011Summary only. Only limited summary data is available for this year.$54.5$0.00$0.01$3.84$3.83