Civic Intelligence

The Zoom Foundation

990PF • Fiscal year 2020 • EIN 06-1600601

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

Organization Profile
2 Sound View DriveGreenwich, CT 06830

(203) 989-9044

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.00x

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

241%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$703,077,483

Up $101,746,566 (+17%) from 2019

Net Assets

Up

$703,077,483

Up $101,749,921 (+17%) from 2019

Liabilities

Down

$0

Down $3,355 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin94th percentile

Revenue

Up

$173,014,876

Up $122,339,727 (+241%) from 2019

Expenses

Up

$71,264,955

Up $3,710,182 (+5.5%) from 2019

Net Income

Up

$101,749,921

Up $118,629,545 (+703%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2020

Assets$703,077,483
Liabilities$0
Net Assets$703,077,483
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$173,014,876
Expenses$71,264,955
Net Income$101,749,921
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay8th 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
2039899044
Address
2 SOUND VIEW DRIVE, GREENWICH, CT 06830

Signing Officer

Name
Susan Mandel
Title
Trustee
Phone
2039899044
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
MOSKOWITZ & ASSOCIATES CPA's PC
Address
660 WHITE PLAINS RD, TARRYTOWN, NY 10591
Preparer
Steven Moskowitz CPA
Phone
9143666714
Raw XML AppendixShowing 400 of 560 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/Amt019985
AccountingFeesSchedule/AccountingFeesDetail/Amt11750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1CAROL MAVILLA BOOKKEEPING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09992
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1875
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09993
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1875
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/AcquiredDt82019-11-05
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/ComputationMethodTxt8SL
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/CostOrOtherBasisAmt8266
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1900
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt22771
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt31542
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt41352
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt51566
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt61770
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7232
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt859
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/LifeRt83.000000000000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03449
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt119271
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt226884
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt313422
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt46086
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt53472
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61033
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7106
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
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8SOFTWARE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FROM PASS THRU ENTITY - LONE CASCADE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FROM PASS THRU ENTITY - LONE REDWOOD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2FROM PASS THRU ENTITY - LONE REDWOOD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31403.65 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc42354.09 SHARES LONE CEDAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01627871
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17337165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt26252505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt052468078
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt213546737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt319879000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt417349000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt052468078
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1627871
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt213546737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt312541835
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt411096495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0121729106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1461456925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277859244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341728848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0204190384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1659236381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt286275669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt349994205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SHARES OF LONE CEDAR LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LONE CASCADE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LONE REDWOOD LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LONE REDWOOD LP
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06989561
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt088025274
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt095014876
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt095014876
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010868
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021735
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt088025274
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0188420
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0188420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068446000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068446000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt078000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt010192
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06989561
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06989561
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0101749921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0103242815
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0642245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0642245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt088025274
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt093374090
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt027816
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt027816
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt053269
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt053269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0106826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0588245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0695071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt032639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032639
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt017794
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt017794
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08664
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0399428
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01128092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068893977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01640786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt071264955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt095014876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0173014876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0447977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01640786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02818955
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01682
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11627871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37337165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46252505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt052468078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1627871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213546737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312541835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411096495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt052468078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1627871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213546737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312541835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411096495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt052468078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213546737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319879000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417349000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM PASS THRU ENTITY - LONE CASCADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PASS THRU ENTITY - LONE REDWOOD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PASS THRU ENTITY - LONE REDWOOD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31403.65 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42354.09 SHARES LONE CEDAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt088025274
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0101749921
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0703077483
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0601327562
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0703077483
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068282849
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048316259
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068282849
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt019966590
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0933741
IRS990PF/DistributableAmountGrp/TotalTaxAmt0933741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0192822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0526563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0600000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0933741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-1126563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0192822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0933741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0933741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01126563
IRS990PF/FMVAssetsEOYAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03355
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0215278
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0270826
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0270826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0601081386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0702774123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0999696639
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt082907
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0108242
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt034253
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt025335
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt025335
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt07199
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt07199
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0601327562
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0703077483
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0601330917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0703077483
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0999999999
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0601330917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0703077483
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0601327562
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0703077483
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0999999999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0287151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0999677410
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015000000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035438
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049250000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0984999999
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0999999999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0172920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt015500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MEGHAN LOWNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02 SOUND VIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006830
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/OtherEmployeePaidOver50kCnt02
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt056547865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt057481606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt062149132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt058369095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048358160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt048469604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt055551087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.062149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0933741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0984999999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0999999999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0999999999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0962825262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0916296446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0876110446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt068893977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.287046
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt067960236
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt068893977
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0933741
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt068893977
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARMINA ROTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 SOUND VIEW DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006830

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,077,483
Liabilities
$0
Net assets
$703,077,483
Revenue
$173,014,876
Expenses
$71,264,955
Net income
$101,749,921
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
2020Detailed filing. Detailed filing data is available for this year.$703$0.00$703$173$71.3$102
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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