Civic Intelligence

The Siochain Foundation

990PF • Fiscal year 2016 • EIN 06-1519387

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

8065 Leesburg Pike No 300Vienna, VA 22182

(703) 807-2020

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,642,960

Up $47,251 (+0.8%) from 2015

Net Assets

Up

$5,642,960

Up $47,251 (+0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$65,495

Down $141,662 (-68%) from 2015

Expenses

Down

$31,454

Down $857,188 (-96%) from 2015

Net Income

Up

$34,041

Up $715,526 (+105%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $2,096,830Liabilities 2011: $0Net Assets 2011: $2,096,8302011Assets 2012: $1,808,099Liabilities 2012: $0Net Assets 2012: $1,808,0992012Assets 2013: $6,389,886Liabilities 2013: $1Net Assets 2013: $6,389,8862013Assets 2014: $6,100,073Liabilities 2014: $1Net Assets 2014: $6,100,0732014Assets 2015: $5,595,709Liabilities 2015: $0Net Assets 2015: $5,595,7092015Assets 2016: $5,642,960Liabilities 2016: $0Net Assets 2016: $5,642,9602016Assets 2017: $11,040,490Liabilities 2017: $0Net Assets 2017: $11,040,4902017Assets 2018: $10,386,910Liabilities 2018: $0Net Assets 2018: $10,386,9102018Assets 2019: $10,047,791Liabilities 2019: $12019Assets 2020: $13,028,610Liabilities 2020: $1Net Assets 2020: $13,028,6102020Assets 2021: $14,897,710Liabilities 2021: $1Net Assets 2021: $14,897,7102021Assets 2022: $14,018,645Liabilities 2022: $0Net Assets 2022: $14,018,6452022Assets 2023: $5,752,509Liabilities 2023: $12023Assets 2024: $1,451,390Liabilities 2024: $0Net Assets 2024: $1,451,3902024

Highlighted filing

2016

Assets$5,642,960
Liabilities$0
Net Assets$5,642,960

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $2852011Expenses 2012: $491,7512012Revenue 2013: $5,162,151Expenses 2013: $594,975Net Income 2013: $4,567,1762013Revenue 2014: $238,134Expenses 2014: $607,459Net Income 2014: -$369,3252014Revenue 2015: $207,157Expenses 2015: $888,642Net Income 2015: -$681,4852015Revenue 2016: $65,495Expenses 2016: $31,454Net Income 2016: $34,0412016Revenue 2017: $5,444,196Expenses 2017: $45,340Net Income 2017: $5,398,8562017Revenue 2018: $183,318Expenses 2018: $818,881Net Income 2018: -$635,5632018Revenue 2019: $341,825Expenses 2019: $690,611Net Income 2019: -$348,7862019Revenue 2020: $5,226,005Expenses 2020: $2,294,685Net Income 2020: $2,931,3202020Revenue 2021: $1,822,808Expenses 2021: $52,684Net Income 2021: $1,770,1242021Revenue 2022: -$369,751Expenses 2022: $52,390Net Income 2022: -$422,1412022Revenue 2023: $487,751Expenses 2023: $4,751,763Net Income 2023: -$4,264,0122023Revenue 2024: $204,703Expenses 2024: $4,573,501Net Income 2024: -$4,368,7982024

Highlighted filing

2016

Revenue$65,495
Expenses$31,454
Net Income$34,041
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LEE UELTSCHIPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Siochain Foundation
EIN
06-1519387
Phone
7038072020
Address
8065 LEESBURG PIKE NO 300, VIENNA, VA 22182

Signing Officer

Name
Anne L Ueltschi
Title
President
Phone
7038072020
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
200 ELM STREET SUITE 200, STAMFORD, CT 06902
Preparer
James L Arata
Phone
2033273112
Raw XML AppendixShowing 400 of 476 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,657 SHS AQR LARGE CAP MULTI STYLE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17,129 SHS BLACKSTONE ALTERNATIVE MULTI STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc277,000 SHS GOLDMAN SACHS GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,191 HARBOR INTERNATIONAL INSTITUTIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415,300 SHS MATTHEW ASIAN GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc58,456 SHS STONE RIDGE HIGH YLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc624,832 SHS STONE RIDGE REINSURANCE RSK PREM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc78,901 STONE RIDGE REINSURANCE RSK PREM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc87,000 SHS VANGUARD FTSE DEVELOPED MARKET ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,365 SHS VANGUARD INDEX FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102,810 SHS VANGUARD INDEX FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,359 SHS VANGUARD SPECIALIZED PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12K-1 PLEXUS FUND III, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13K-1 EJF DISTRESSED FUND II, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14K-1 EJF DISTRESSED FUND II, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1582,000 BARCLAYS CAPPED MARKET PLUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ZERO COUPON BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CREDIT SUISSE BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18BARCLAYS BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19KEEL POINT - EJF DISTRESSED FUND II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-56071
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034041
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013210
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05642960
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05595709
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05642960
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0275093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0275093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0275093
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0654
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0277671
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01924
IRS990PF/DistributableAmountGrp/TotalTaxAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05252
IRS990PF/FMVAssetsEOYAmt05764551
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01038
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0951
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01038
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01038
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt039047
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05038
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0596000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0402000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0421162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03397738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03986259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04135152
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0994248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0936909
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0890445
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05595709
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05642960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0567725
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0311716
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0311716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05595709
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05642960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05764551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05595709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05642960
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05595709
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05642960
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05637993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0351892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05286101
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084570
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0277671
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05553423
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05637993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE LEE UELTSCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01554 TAYLORS GAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0627920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0628882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0844241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0582129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0554908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0491504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.113069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.145456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.103186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.091089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.225616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05553423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05804081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05641525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06091953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02178496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0190111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.565347
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0237
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0237
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0237
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RSM US LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 ELM STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STAMFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02033273112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE LEE UELTSCHI
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0237
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0274856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0557337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0305162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0253847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0418362
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0274856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01259852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0557337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0305162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0253847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0143506
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0237
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01259852
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01534708

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.20$4.57$4.37
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$0.49$4.75$4.26
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.37$0.05$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.82$0.05$1.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$5.23$2.29$2.93
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.00$0.34$0.69$0.35
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.18$0.82$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$5.44$0.05$5.40
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.21$0.89$0.68
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.24$0.61$0.37
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.39$0.00$6.39$5.16$0.59$4.57
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.49
2011Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00