Civic Intelligence

The Old Stones Foundation Inc

990PF • Fiscal year 2012 • EIN 06-1463304

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 15, 2012

62 Southfield Avenue No 10106902
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

1st percentile

-54%

Faster asset growth than 1% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,210,645

Down $1,423,915 (-54%) from 2011

Net Assets

Down

$1,210,645

Down $1,423,915 (-54%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,474,200

Up $1,365,815 (+1260%) from 2011

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2010: $2,700,512Liabilities 2010: $0Net Assets 2010: $2,700,5122010Assets 2011: $2,634,560Liabilities 2011: $0Net Assets 2011: $2,634,5602011Assets 2012: $1,210,645Liabilities 2012: $0Net Assets 2012: $1,210,6452012Assets 2013: $1,177,798Liabilities 2013: $0Net Assets 2013: $1,177,7982013Assets 2014: $1,041,863Liabilities 2014: $0Net Assets 2014: $1,041,8632014Assets 2015: $1,063,399Liabilities 2015: $0Net Assets 2015: $1,063,3992015Assets 2016: $901,067Liabilities 2016: $0Net Assets 2016: $901,0672016Assets 2017: $858,885Liabilities 2017: $0Net Assets 2017: $858,8852017Assets 2018: $772,447Liabilities 2018: $0Net Assets 2018: $772,4472018Assets 2019: $778,610Liabilities 2019: $0Net Assets 2019: $778,6102019Assets 2020: $626,568Liabilities 2020: $0Net Assets 2020: $626,5682020

Highlighted filing

2012

Assets$1,210,645
Liabilities$0
Net Assets$1,210,645

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $144,1622010Expenses 2011: $108,3852011Expenses 2012: $1,474,2002012Revenue 2013: $50,521Expenses 2013: $83,368Net Income 2013: -$32,8472013Revenue 2014: $66,925Expenses 2014: $202,860Net Income 2014: -$135,9352014Revenue 2015: $125,970Expenses 2015: $104,434Net Income 2015: $21,5362015Revenue 2016: $146,668Expenses 2016: $309,000Net Income 2016: -$162,3322016Revenue 2017: $59,658Expenses 2017: $101,840Net Income 2017: -$42,1822017Revenue 2018: $108,787Expenses 2018: $195,225Net Income 2018: -$86,4382018Revenue 2019: $175,551Expenses 2019: $169,389Net Income 2019: $6,1622019Revenue 2020: $105,232Expenses 2020: $258,274Net Income 2020: -$153,0422020

Highlighted filing

2012

Revenue-
Expenses$1,474,200
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY P MORRISDirector, Secretary-$0--
ROBERT E MORRIS JRDirector, President-$0--
SUSAN W MORRISDirector-$0--
SUSAN T MORRISDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDUNRESTRICTEDPUBLIC CHARITYCINCINNATI, OH, US$1,375,000
Paid GrantAMERICAN PRECISION MUSEUMUNRESTRICTEDPUBLIC CHARITYWINDSOR, VT, US$30,000
Paid GrantCHRIST CHURCH GREENWICHUNRESTRICTEDPUBLIC CHARITYGREENWICH, CT, US$10,000
Paid GrantNEW YORK UNIVERSITYLISA GOLDBERG FELLOWSHIP FUNDPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantMANHATTAN INSTITUTEUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$6,000
Paid GrantMUNICIPAL ART SOCIETYUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantBIG APPLE CIRCUSUNRESTRICTEDPUBLIC CHARITYBROOKLYN, NY, US$2,500
Paid GrantBOY SCOUTS OF AMERICA GREATER NY COUNCILSUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantHERITAGE FOUNDATIONUNRESTRICTEDPUBLIC CHARITYWASHINGTON, DC, US$2,000
Paid GrantKINGSWOOD-OXFORD SCHOOLUNRESTRICTEDPUBLIC CHARITYWEST HARTFORD, CT, US$2,000
Paid GrantKIPP FOUNDATIONUNRESTRICTEDPUBLIC CHARITYSAN FRANCISCO, CA, US$2,000
Paid GrantMICHIGAN ROWING ASSOCIATIONUNRESTRICTEDPUBLIC CHARITYANN ARBOR, MI, US$2,000
Paid GrantNEW YORK PUBLIC LIBRARYUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantGEORGE MASON UNIVERSITY FOUNDATIONMERCATUS CENTERPUBLIC CHARITYARLINGTON, VA, US$1,500
Paid GrantHOLY APOSTLES SOUP KITCHENUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$1,500
Paid GrantYANKEE INSTITUTE FOR PUBLIC POLICYUNRESTRICTEDPUBLIC CHARITYHARTFORD, CT, US$1,500
Paid GrantAMERICARESUNRESTRICTED-STAMFORD, CT, US$1,000
Paid GrantCATHEDRAL CHURCH OF ST JOHN THE DIVINEUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantCATO INSTITUTEUNRESTRICTEDPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantCLAREMONT INSTITUTEUNRESTRICTEDPUBLIC CHARITYCLAREMONT, CA, US$1,000
Paid GrantCONNECTICUT PUBLIC BROADCASTINGUNRESTRICTEDPUBLIC CHARITYHARTFORD, CT, US$1,000
Paid GrantFISHER HOUSE FOUNDATIONUNRESTRICTEDPUBLIC CHARITYROCKVILLE, MD, US$1,000
Paid GrantGREENWICH MUSIC FESTIVALUNRESTRICTEDPUBLIC CHARITYGREENWICH, CT, US$1,000
Paid GrantHILLSDALE COLLEGEUNRESTRICTED-HILLSDALE, MI, US$1,000
Paid GrantMARITIME AQUARIUM AT NORWALKUNRESTRICTEDPUBLIC CHARITYNORWALK, CT, US$1,000
Paid GrantMIDDLE EAST MEDIA RESEARCH INSTITUTEUNRESTRICTEDPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantNATIONAL MARITIME HISTORICAL SOCIETYUNRESTRICTEDPUBLIC CHARITYPEEKSKILL, NY, US$1,000
Paid GrantNEW CRITERIONUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantSPECIAL OPERATIONS WARRIORS FOUNDATIONUNRESTRICTEDPUBLIC CHARITYTAMPA, FL, US$1,000
Paid GrantSPIRIT OF AMERICAUNRESTRICTEDPUBLIC CHARITYLOS ANGELES, CA, US$1,000
Paid GrantSS CITY OF MILWAUKEEUNRESTRICTEDPUBLIC CHARITYMANISTEE, MI, US$1,000
Paid GrantST BARTHOLOMEW'S PRESERVATION FOUNDATIONUNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantHARVARD UNIVERSITYMEMORIAL CHURCHPUBLIC CHARITYCAMBRIDGE, MA, US$500
Paid GrantINTERLOCHEN PUBLIC RADIOUNRESTRICTEDPUBLIC CHARITYINTERLOCHEN, MI, US$500
Paid GrantMARINE TOYS FOR TOTS FOUNDATIONUNRESTRICTEDPUBLIC CHARITYTRIANGLE, VA, US$500
Paid GrantSAILING FOUNDATION OF NEW YORKUNRESTRICTEDPUBLIC CHARITYCOS COB, CT, US$500
Paid GrantSHAKESPEARE ON THE SOUNDUNRESTRICTEDPUBLIC CHARITYNORWALK, CT, US$500
Paid GrantSOUNDWATERSUNRESTRICTEDPUBLIC CHARITYSTAMFORD, CT, US$500
Filing and Contact Details

Filer

EIN
06-1463304
Raw XML AppendixShowing 400 of 636 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
GeneralExplanationAttachment/GeneralExplanation/Explanation0IN ORDER TO EASE ADMINISTRATION, THE ENTITY TURNED OVER ROUGHLY HALF ITS NET ASSETS TO THE FIDELITY CHARITABLE GIFT FUND.
GeneralExplanationAttachment/GeneralExplanation/Identifier0IN ORDER TO EASE ADMINISTRATION, THE ENTITY TURNED OVER ROUGHLY HALF ITS NET
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF EXPLANATION CONCERNING PART VII-A, LINE 12 RE DONOR-ADVISED FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0955256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1177567
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01097799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1264860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INDEX FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COMMON STOCKS
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount049750
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-434
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0969
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount050285
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0662000
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome050569
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/BalanceSheets/CashBOY01
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY077822
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IRS990PF/BalanceSheets/TotalAssetsBOY02634560
IRS990PF/BalanceSheets/TotalAssetsEOY01210645
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01440481
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02634560
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01210645
IRS990PF/BalanceSheets/TotalNetAssetsBOY02634560
IRS990PF/BalanceSheets/TotalNetAssetsEOY01210645
IRS990PF/BalanceSheets/UnrestrictedBOY02634560
IRS990PF/BalanceSheets/UnrestrictedEOY01210645
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-434
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0293940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1255440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis287974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis325080
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0EXXON MOBIL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GENERAL ELECTRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2LAUDUS INTL MARKERMASTERS FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3PIMCO ALL ASSET FUND D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SCHWAB SECURITIES SETTLEMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss011745
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2526
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1423915
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01210645
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANTHONY P MORRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT E MORRIS JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSAN W MORRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SUSAN T MORRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR, SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR, PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12301 BERKELEY STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1398 RIVERSIDE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOSTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002116
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106878
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