Civic Intelligence

The Zoom Foundation

990PF • Fiscal year 2019 • EIN 06-1600601

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 19, 2019

Organization Profile
1210 Post RoadFairfield, CT 06824

(203) 955-1170

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

6th percentile

-33%

Higher net margin than 6% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

11th percentile

-2.7%

Faster asset growth than 11% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-79%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$601,330,917

Down $16,879,841 (-2.7%) from 2018

Net Assets

Down

$601,327,562

Down $16,879,624 (-2.7%) from 2018

Liabilities

Down

$3,355

Down $217 (-6.1%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin6th percentile

Revenue

Down

$50,675,149

Down $188,018,724 (-79%) from 2018

Expenses

Up

$67,554,773

Up $5,700,637 (+9.2%) from 2018

Net Income

Down

-$16,879,624

Down $193,719,361 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5B$1.0B$500M$0Assets 2012: $306,107,884Liabilities 2012: $02012Assets 2013: $352,030,575Liabilities 2013: $0Net Assets 2013: $352,030,5752013Assets 2014: $431,219,969Liabilities 2014: $0Net Assets 2014: $431,219,9692014Assets 2015: $452,800,812Liabilities 2015: $02015Assets 2016: $477,087,085Liabilities 2016: $19,890Net Assets 2016: $477,067,1952016Assets 2017: $441,369,498Liabilities 2017: $2,049Net Assets 2017: $441,367,4492017Assets 2018: $618,210,758Liabilities 2018: $3,572Net Assets 2018: $618,207,1862018Assets 2019: $601,330,917Liabilities 2019: $3,355Net Assets 2019: $601,327,5622019Assets 2020: $703,077,483Liabilities 2020: $0Net Assets 2020: $703,077,4832020Assets 2021: $883,451,223Liabilities 2021: $0Net Assets 2021: $883,451,2232021Assets 2022: $956,305,373Liabilities 2022: $132,271Net Assets 2022: $956,173,1022022Assets 2023: $813,824,624Liabilities 2023: $0Net Assets 2023: $813,824,6242023Assets 2024: $840,881,759Liabilities 2024: $119Net Assets 2024: $840,881,6402024Assets 2025: $1,252,652,378Liabilities 2025: $119Net Assets 2025: $1,252,652,2592025

Highlighted filing

2019

Assets$601,330,917
Liabilities$3,355
Net Assets$601,327,562
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$600M$400M$200M$0-$200MRevenue 2012: $31,594,932Expenses 2012: $30,619,594Net Income 2012: $975,3382012Revenue 2013: $81,776,677Expenses 2013: $35,853,986Net Income 2013: $45,922,6912013Revenue 2014: $81,036,198Expenses 2014: $1,846,804Net Income 2014: $79,189,3942014Revenue 2015: $79,881,039Expenses 2015: $58,300,196Net Income 2015: $21,580,8432015Revenue 2016: $76,050,226Expenses 2016: $51,783,843Net Income 2016: $24,266,3832016Revenue 2017: $15,267,952Expenses 2017: $50,967,698Net Income 2017: -$35,699,7462017Revenue 2018: $238,693,873Expenses 2018: $61,854,136Net Income 2018: $176,839,7372018Revenue 2019: $50,675,149Expenses 2019: $67,554,773Net Income 2019: -$16,879,6242019Revenue 2020: $173,014,876Expenses 2020: $71,264,955Net Income 2020: $101,749,9212020Revenue 2021: $273,929,631Expenses 2021: $93,555,891Net Income 2021: $180,373,7402021Revenue 2022: $176,914,821Expenses 2022: $104,192,942Net Income 2022: $72,721,8792022Revenue 2023: -$76,970,634Expenses 2023: $65,510,131Net Income 2023: -$142,480,7652023Revenue 2024: $97,257,191Expenses 2024: $70,200,175Net Income 2024: $27,057,0162024Revenue 2025: $450,447,052Expenses 2025: $38,535,155Net Income 2025: $411,911,8972025

Highlighted filing

2019

Revenue$50,675,149
Expenses$67,554,773
Net Income-$16,879,624
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN F MANDEL JRTrustee-$0--
SUSAN Z MANDELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Zoom Foundation
EIN
06-1600601
Phone
2039551170
Address
1210 POST ROAD, FAIRFIELD, CT 06824

Signing Officer

Name
Susan Mandel
Title
Trustee
Phone
2039551170
Signed
2019-12-19
Discuss with paid preparer
Yes

Preparer

Firm
MOSKOWITZ & ASSOCIATES CPA's PC
Address
660 WHITE PLAINS RD, TARRYTOWN, NY 10591-5187
Preparer
Steven Moskowitz CPA
Phone
9143666714
Raw XML AppendixShowing 400 of 606 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
AccountingFeesSchedule/AccountingFeesDetail/Amt019945
AccountingFeesSchedule/AccountingFeesDetail/Amt12900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1CAROL MAVILLA BOOKKEEPING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09972
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11450
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09973
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11450
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02012-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12013-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22014-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32015-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42017-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52018-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62019-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72019-01-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt03449
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt120171
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt231040
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt317277
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt410817
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt58953
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt67229
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt79041
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11801
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt22770
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt31542
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt41892
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt52193
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt61033
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7106
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt17.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt27.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt37.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt47.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt57.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt739.000000000000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03449
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt117470
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt224114
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt311880
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44194
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51279
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FURNITURE AND FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FURNITURE AND FIXTURES 2013
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2FURNITURE & FIXTURES 2014
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3FURNITURE AND FIXTURES 2015
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5FURNITURE & FIXTURES 2017
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6FURNITURE & FIXTURES 2018
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7LEASEHOLD IMPROVEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FROM PASS THRU ENTITY - LONE CASCADE LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FROM PASS THRU ENTITY - LONE PICEA LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2FROM PASS THRU ENTITY - LONE TAMARACK LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3FROM PASS THRU ENTITY - LONE REDWOOD LP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc41443.3 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc55847.06 SHARES LONE PINON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3592804
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt47544397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt518316682
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt012265249
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12110977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2451706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt417743000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt535969000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt012265249
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12110977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2451706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-592804
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt410198603
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt517652318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0135324900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1432465127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22761379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt330529980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0387290199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1564041130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23351696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345067440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SHARES OF LONE CEDAR LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LONE CASCADE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LONE REDWOOD LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LONE REDWOOD LP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06586127
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042086049
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02972
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048675149
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048675149
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011422
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011423
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022845
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt042086049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0306739
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0306739
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt061697000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt061697000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt011337
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06586127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06586127
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16879624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt068539932
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt02665546
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02665546
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02178
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02178
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04356
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042086049
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044233177
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt048873
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt048873
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0142557
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0142557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0278070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0971180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01249250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt040830
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt040830
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt034305
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt034305
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt026966
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0791645
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01328611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062591464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04441972
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt067554773
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048675149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050675149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0894464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04441972
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05857773
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02524
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3592804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47544397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518316682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012265249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12110977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2451706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-592804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410198603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt517652318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012265249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12110977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2451706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-592804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410198603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt517652318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012265249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12110977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2451706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417743000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt535969000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM PASS THRU ENTITY - LONE CASCADE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PASS THRU ENTIY - LONE PICEA LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PASS THRU ENTITY - LONE TAMARACK LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FROM PASS THRU ENTITY - LONE REDWOOD LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41443.3 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55847.06 SHARES LONE PINON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042086049
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16879624
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0601327562
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0618207186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0601327562
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059792543
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048807668
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059792543
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt010984875
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0442332
IRS990PF/DistributableAmountGrp/TotalTaxAmt0442332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0348153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0610485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0180000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0442332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-790485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0348153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0442332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0442332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0790485
IRS990PF/FMVAssetsEOYAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03572
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03355
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0578109
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0215278
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0215278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0617592977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0601081386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0999750465
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt073723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0107976
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt039672
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt034253
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt034256
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0618207186
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0601327562
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0618210758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0601330917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0618210758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0601330917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0618207186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0601327562
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0999999999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0371299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0999584145
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015000000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt044555
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0984999999
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0999999999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0306739
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt183962
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt252428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt12503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt22150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MEGHAN LOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHRYN S LOCKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2HAMISH P MACPHAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1OPERATIONS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2MANAGER, GRANTS & EV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21210 POST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd106824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd206824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN F MANDEL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN Z MANDEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O CUMMINGS LOCKWOOD PO BOX 2505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O CUMMINGS LOCKWOOD PO BOX 2505
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106836
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt03
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt044814545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt045256877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt058369095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048358160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048469604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055551087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01340988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.059258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.001698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0442332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0984999999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0984999999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0962825262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0916296446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0876110446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0789875636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt062591464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227484
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt062149132
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt062591464
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0442332
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt062591464
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$601,330,917
Liabilities
$3,355
Net assets
$601,327,562
Revenue
$50,675,149
Expenses
$67,554,773
Net income
-$16,879,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,253$0.00$1,253$450$38.5$412
2024Detailed filing. Detailed filing data is available for this year.$841$0.00$841$97.3$70.2$27.1
2023Detailed filing. Detailed filing data is available for this year.$814$0.00$814$77.0$65.5$142
2022Detailed filing. Detailed filing data is available for this year.$956$0.13$956$177$104$72.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$883$0.00$883$274$93.6$180
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$703$0.00$703$173$71.3$102
2019Detailed filing. Detailed filing data is available for this year.$601$0.00$601$50.7$67.6$16.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$618$0.00$618$239$61.9$177
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$441$0.00$441$15.3$51.0$35.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$477$0.02$477$76.1$51.8$24.3
2015Summary only. Only limited summary data is available for this year.$453$0.00$79.9$58.3$21.6
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$431$0.00$431$81.0$1.85$79.2
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$352$0.00$352$81.8$35.9$45.9
2012Summary only. Only limited summary data is available for this year.$306$0.00$31.6$30.6$0.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $250M-$1B nonprofits