Civic Intelligence

Frederick and Sharon Klingenstein Fund

990PF • Fiscal year 2012 • EIN 06-1471980

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 25, 2013

Organization Profile
C/O Tanton CO 37 W 57th St-5 FLSuite10019
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$15,812,454

Flat from 2012

Net Assets

$15,812,454

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$980,312

Flat from 2012

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.

$30M$20M$10M$0Assets 2010: $16,244,639Liabilities 2010: $0Net Assets 2010: $16,244,6392010Assets 2011: $15,584,330Liabilities 2011: $26,000Net Assets 2011: $15,558,3302011Assets 2012: $15,812,454Liabilities 2012: $0Net Assets 2012: $15,812,4542012Assets 2012: $15,812,454Liabilities 2012: $12012Assets 2013: $16,577,498Liabilities 2013: $0Net Assets 2013: $16,577,4982013Assets 2014: $16,699,524Liabilities 2014: $0Net Assets 2014: $16,699,5242014Assets 2015: $17,661,703Liabilities 2015: $0Net Assets 2015: $17,661,7032015Assets 2016: $17,436,986Liabilities 2016: $0Net Assets 2016: $17,436,9862016Assets 2017: $17,962,442Liabilities 2017: $0Net Assets 2017: $17,962,4422017Assets 2018: $19,248,795Liabilities 2018: $0Net Assets 2018: $19,248,7952018Assets 2019: $18,506,027Liabilities 2019: $0Net Assets 2019: $18,506,0272019Assets 2020: $16,939,795Liabilities 2020: $0Net Assets 2020: $16,939,7952020Assets 2021: $20,142,870Liabilities 2021: $0Net Assets 2021: $20,142,8702021Assets 2022: $20,390,460Liabilities 2022: $0Net Assets 2022: $20,390,4602022Assets 2023: $19,084,400Liabilities 2023: $0Net Assets 2023: $19,084,4002023Assets 2024: $17,750,507Liabilities 2024: $0Net Assets 2024: $17,750,5072024

Highlighted filing

2012

Assets$15,812,454
Liabilities$0
Net Assets$15,812,454
Open 2012 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,117,9762010Expenses 2011: $3,430,4302011Expenses 2012: $980,3122012Revenue 2012: $1,234,432Expenses 2012: $980,312Net Income 2012: $254,1202012Revenue 2013: $1,400,265Expenses 2013: $635,221Net Income 2013: $765,0442013Revenue 2014: $581,118Expenses 2014: $460,092Net Income 2014: $121,0262014Revenue 2015: $1,334,698Expenses 2015: $372,519Net Income 2015: $962,1792015Revenue 2016: $149,611Expenses 2016: $374,328Net Income 2016: -$224,7172016Revenue 2017: $880,904Expenses 2017: $355,448Net Income 2017: $525,4562017Revenue 2018: $2,649,514Expenses 2018: $1,363,161Net Income 2018: $1,286,3532018Revenue 2019: $336,110Expenses 2019: $1,078,878Net Income 2019: -$742,7682019Revenue 2020: -$138,849Expenses 2020: $1,345,325Net Income 2020: -$1,484,1742020Revenue 2021: $4,695,965Expenses 2021: $1,492,890Net Income 2021: $3,203,0752021Revenue 2022: $1,472,975Expenses 2022: $1,927,131Net Income 2022: -$454,1562022Revenue 2023: $515,170Expenses 2023: $1,821,230Net Income 2023: -$1,306,0602023Revenue 2024: $478,823Expenses 2024: $1,812,717Net Income 2024: -$1,333,8942024

Highlighted filing

2012

Revenue-
Expenses$980,312
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 25, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK KLINGENSTEINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE STATEMENT ATTACHEDGENERAL PURPOSE501(C)(3)NEW YORK, NY, US$500,789
Filing and Contact Details

Filer

EIN
06-1471980
Raw XML AppendixShowing 400 of 437 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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GeneralExplanationAttachment/GeneralExplanation/Identifier0CHARITABLE CONTRIBUTIONS
GeneralExplanationAttachment/GeneralExplanation/Identifier1MARKETABLE SECURITIES DETAIL
GeneralExplanationAttachment/GeneralExplanation/Identifier2CAPITAL GAINS
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0PART XV, LINE 3
GeneralExplanationAttachment/GeneralExplanation/ReturnReference1PART II, LINE 10A
GeneralExplanationAttachment/GeneralExplanation/ReturnReference2PART IV, LINE 1A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010019
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0500789
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/AppliedToCurrentYear0506977
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0849862
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102258266
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201738744
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3011898945
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40130572
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50698835
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0342885
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0342885
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50355950
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016026527
IRS990PF/UndistributedIncome/ExcessFromYear102258266
IRS990PF/UndistributedIncome/ExcessFromYear201738744
IRS990PF/UndistributedIncome/ExcessFromYear3011898945
IRS990PF/UndistributedIncome/ExcessFromYear40130572
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0506977
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus016382477
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover016725362
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount03943
LegalFeesSchedule/LegalFees/Category0CLEARY GOTTLIEB
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03943
OtherAssetsSchedule/OtherAssets/BOYBookValue01104137
OtherAssetsSchedule/OtherAssets/BOYBookValue1741853
OtherAssetsSchedule/OtherAssets/BOYBookValue24041049
OtherAssetsSchedule/OtherAssets/BOYBookValue31183095
OtherAssetsSchedule/OtherAssets/BOYBookValue4415912
OtherAssetsSchedule/OtherAssets/BOYBookValue5387
OtherAssetsSchedule/OtherAssets/BOYBookValue60
OtherAssetsSchedule/OtherAssets/BOYBookValue7935045
OtherAssetsSchedule/OtherAssets/BOYBookValue876173
OtherAssetsSchedule/OtherAssets/BOYBookValue9350157
OtherAssetsSchedule/OtherAssets/BOYBookValue10185695
OtherAssetsSchedule/OtherAssets/BOYBookValue1135216
OtherAssetsSchedule/OtherAssets/BOYBookValue12299163
OtherAssetsSchedule/OtherAssets/BOYBookValue131187858
OtherAssetsSchedule/OtherAssets/BOYBookValue14149710
OtherAssetsSchedule/OtherAssets/BOYBookValue15961662
OtherAssetsSchedule/OtherAssets/BOYBookValue16107347
OtherAssetsSchedule/OtherAssets/Description0K INVESTMENTS II
OtherAssetsSchedule/OtherAssets/Description1K INVESTMENTS III
OtherAssetsSchedule/OtherAssets/Description2K INVESTMENTS IV
OtherAssetsSchedule/OtherAssets/Description3K INVESTMENTS V
OtherAssetsSchedule/OtherAssets/Description4K INVESTMENTS VI
OtherAssetsSchedule/OtherAssets/Description5K INVESTMENTS VII
OtherAssetsSchedule/OtherAssets/Description6K MEZZANINE PARTNERS I
OtherAssetsSchedule/OtherAssets/Description7WERTHEIM VENTURES I
OtherAssetsSchedule/OtherAssets/Description8WERTHEIM TICKET FUND
OtherAssetsSchedule/OtherAssets/Description9KLINGENSTEIN CHARITABLE PTNRS
OtherAssetsSchedule/OtherAssets/Description10AVANTI STRATEGIC LAND (ACTIVE)
OtherAssetsSchedule/OtherAssets/Description11AVANTI STRATEGIC LAND (PASSIVE
OtherAssetsSchedule/OtherAssets/Description12TCW/CRESCENT III
OtherAssetsSchedule/OtherAssets/Description13TCW CRESCENT IV-B
OtherAssetsSchedule/OtherAssets/Description14COMPASS EURO EQUITY FUND
OtherAssetsSchedule/OtherAssets/Description15WCAS CAP PTNRS IV
OtherAssetsSchedule/OtherAssets/Description16TCR FEEDER ROLLOVER LLC
OtherAssetsSchedule/OtherAssets/EOYBookValue0800553
OtherAssetsSchedule/OtherAssets/EOYBookValue1648821
OtherAssetsSchedule/OtherAssets/EOYBookValue23984312
OtherAssetsSchedule/OtherAssets/EOYBookValue31137477
OtherAssetsSchedule/OtherAssets/EOYBookValue4422963
OtherAssetsSchedule/OtherAssets/EOYBookValue50
OtherAssetsSchedule/OtherAssets/EOYBookValue60
OtherAssetsSchedule/OtherAssets/EOYBookValue7936331
OtherAssetsSchedule/OtherAssets/EOYBookValue8206874
OtherAssetsSchedule/OtherAssets/EOYBookValue9312673
OtherAssetsSchedule/OtherAssets/EOYBookValue10158050
OtherAssetsSchedule/OtherAssets/EOYBookValue1133835
OtherAssetsSchedule/OtherAssets/EOYBookValue12181432
OtherAssetsSchedule/OtherAssets/EOYBookValue13723037
OtherAssetsSchedule/OtherAssets/EOYBookValue14146680
OtherAssetsSchedule/OtherAssets/EOYBookValue15910032
OtherAssetsSchedule/OtherAssets/EOYBookValue16-856579
OtherAssetsSchedule/OtherAssets/EOYFMV0766678
OtherAssetsSchedule/OtherAssets/EOYFMV1674299
OtherAssetsSchedule/OtherAssets/EOYFMV23984311
OtherAssetsSchedule/OtherAssets/EOYFMV31063494
OtherAssetsSchedule/OtherAssets/EOYFMV4393539
OtherAssetsSchedule/OtherAssets/EOYFMV50
OtherAssetsSchedule/OtherAssets/EOYFMV60
OtherAssetsSchedule/OtherAssets/EOYFMV7936331
OtherAssetsSchedule/OtherAssets/EOYFMV8206874
OtherAssetsSchedule/OtherAssets/EOYFMV9312673
OtherAssetsSchedule/OtherAssets/EOYFMV1025743
OtherAssetsSchedule/OtherAssets/EOYFMV11191894
OtherAssetsSchedule/OtherAssets/EOYFMV12978227
OtherAssetsSchedule/OtherAssets/EOYFMV137978
OtherAssetsSchedule/OtherAssets/EOYFMV14880620
OtherAssetsSchedule/OtherAssets/EOYFMV15165174
OtherDecreasesSchedule/OtherDecreases/Amount00
OtherDecreasesSchedule/OtherDecreases/Amount10
OtherDecreasesSchedule/OtherDecreases/Amount20
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR PERIOD ADJUSTMENT
OtherDecreasesSchedule/OtherDecreases/Description1FMV OF SHARES CONTRIBUTED, SOLD AT
OtherDecreasesSchedule/OtherDecreases/Description2DONOR'S BASIS
OtherExpensesSchedule/OtherExpenses/Description0KLINGENSTEIN FIELDS & CO.
OtherExpensesSchedule/OtherExpenses/Description1DEDS REL TO PORTFOLIO
OtherExpensesSchedule/OtherExpenses/Description2NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3OTHER DEDUCTIONS THRU P'SHIPS
OtherExpensesSchedule/OtherExpenses/Description4MISC FEES
OtherExpensesSchedule/OtherExpenses/Description5OTHER ORDINARY LOSSES P'SHIPS
OtherExpensesSchedule/OtherExpenses/Description6OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps02245
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0178873
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1122977
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome285945
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome390
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome456610
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome5340
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0178873
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1122977
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22245
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks386355
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks490

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,812,454
Liabilities
$0
Net assets
$15,812,454
Revenue
-
Expenses
$980,312
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.48$1.81$1.33
2023Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.52$1.82$1.31
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.47$1.93$0.45
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$4.70$1.49$3.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$0.14$1.35$1.48
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.34$1.08$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$2.65$1.36$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$0.88$0.36$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.15$0.37$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$1.33$0.37$0.96
2014Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.58$0.46$0.12
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.40$0.64$0.77
2012Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.98
2012Summary only. Only limited summary data is available for this year.$15.8$0.00$1.23$0.98$0.25
2011Detailed filing. Detailed filing data is available for this year.$15.6$0.03$15.6$3.43
2010Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$3.12