Civic Intelligence

Schaeffer-Phillips Foundation Inc.

990PF • Fiscal year 2018 • EIN 06-1601149

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 04, 2019

Organization Profile
92 Five Mile River RoadDarien, CT 06820

(212) 616-7433

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$341,148

Flat from 2018

Net Assets

Flat

$328,181

Flat from 2018

Liabilities

Flat

$12,967

Flat from 2018

Revenue And Expenses

Revenue

Flat

$20,389

Flat from 2018

Expenses

Flat

$26,836

Flat from 2018

Net Income

Flat

-$6,447

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $548,621Liabilities 2011: $24,1952011Assets 2012: $491,136Liabilities 2012: $20,1202012Assets 2013: $482,291Liabilities 2013: $27,903Net Assets 2013: $454,3882013Assets 2014: $487,893Liabilities 2014: $25,714Net Assets 2014: $462,1792014Assets 2015: $422,476Liabilities 2015: $20,332Net Assets 2015: $402,1442015Assets 2016: $365,950Liabilities 2016: $17,297Net Assets 2016: $348,6532016Assets 2017: $351,914Liabilities 2017: $17,286Net Assets 2017: $334,6282017Assets 2018: $341,148Liabilities 2018: $12,967Net Assets 2018: $328,1812018Assets 2018: $341,148Liabilities 2018: $12,967Net Assets 2018: $328,1812018Assets 2019: $325,404Liabilities 2019: $0Net Assets 2019: $325,4042019Assets 2020: $280,817Liabilities 2020: $0Net Assets 2020: $280,8172020Assets 2021: $293,819Liabilities 2021: $0Net Assets 2021: $293,8192021Assets 2022: $307,431Liabilities 2022: $450Net Assets 2022: $306,9812022Assets 2023: $312,438Liabilities 2023: $0Net Assets 2023: $312,4382023Assets 2024: $314,539Liabilities 2024: $0Net Assets 2024: $314,5392024

Highlighted filing

2018

Assets$341,148
Liabilities$12,967
Net Assets$328,181
Open 2018 Filing

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $17,620Expenses 2011: $66,092Net Income 2011: -$48,4722011Revenue 2012: $64,911Expenses 2012: $118,321Net Income 2012: -$53,4102012Revenue 2013: $46,927Expenses 2013: $63,555Net Income 2013: -$16,6282013Revenue 2014: $49,360Expenses 2014: $41,569Net Income 2014: $7,7912014Revenue 2015: -$3,306Expenses 2015: $56,729Net Income 2015: -$60,0352015Revenue 2016: $10,196Expenses 2016: $63,687Net Income 2016: -$53,4912016Revenue 2017: $14,792Expenses 2017: $28,817Net Income 2017: -$14,0252017Revenue 2018: $20,389Expenses 2018: $26,836Net Income 2018: -$6,4472018Revenue 2018: $20,389Expenses 2018: $26,836Net Income 2018: -$6,4472018Revenue 2019: $8,827Expenses 2019: $11,604Net Income 2019: -$2,7772019Revenue 2020: -$28,630Expenses 2020: $15,957Net Income 2020: -$44,5872020Revenue 2021: $22,870Expenses 2021: $9,868Net Income 2021: $13,0022021Revenue 2022: $22,830Expenses 2022: $9,668Net Income 2022: $13,1622022Revenue 2023: $23,724Expenses 2023: $18,267Net Income 2023: $5,4572023Revenue 2024: $24,381Expenses 2024: $22,280Net Income 2024: $2,1012024

Highlighted filing

2018

Revenue$20,389
Expenses$26,836
Net Income-$6,447
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L PHILLIPS JRPres. And Treas.-$0--
MARTA S PHILLIPSSec.-$0--
PETER S MILHAUPTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Schaefer-phillips Foundation Inc
EIN
06-1601149
Phone
2126167433
Address
92 FIVE MILE RIVER ROAD, DARIEN, CT 06820

Signing Officer

Name
James Phillips
Title
President
Phone
2032029084
Signed
2019-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Santella Breeden & Company LLC
Address
1700 BEDFORD STREET, STAMFORD, CT 06905
Preparer
Dominic Santella
Phone
2033251548
Raw XML AppendixShowing 400 of 591 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/PropertyDesc3NEW MOUNTAIN FIN CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ALLEGION PUBLIC LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FORTIVE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ALLEGION PUBLIC LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AMAZON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AMAZON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9THE TRADE DESK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10THE TRADE DESK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MICRON TECHNOLOGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DOWDUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PAYPAL HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ISHARES CORE S&P SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WORLDPAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18DOWDUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015225
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6447
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0328181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0334628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0328181
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017909
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017909
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017909
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017984
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/DistributableAmountGrp/TotalTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0332327
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt017286
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt012967
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0682
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01823
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0123444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0115076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0115930
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0227788
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0224249
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0214574
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0334628
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0328181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0351914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0341148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0332327
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt017286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012967
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0351914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0341148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0334628
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0328181
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0365156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0365156
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05477
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017984
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0359679
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0365156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L PHILLIPS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTA S PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER S MILHAUPT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. AND TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt092 FIVE MILE RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt192 FIVE MILE RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2348 CANOE HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DARIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DARIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW CANAAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.101724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.063994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.017237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0359679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0359733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0365942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0438712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0485882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0505689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267585
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010200
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010200
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INVESTMENT INCOME IS REINVESTED FOR THE PURPOSE OF MAKING FUTURE CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ALL INVESTMENT INCOME IS REINVESTED FOR THE PURPOSE OF MAKING FUTURE CHARITABLE CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2ALL INVESTMENT INCOME IS REINVESTED FOR THE PURPOSE OF MAKING FUTURE CHARITABLE CONTRIBUTIONS
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt092 FIVE MILE RIVER ROAD DARIEN CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DARIEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,148
Liabilities
$12,967
Net assets
$328,181
Revenue
$20,389
Expenses
$26,836
Net income
-$6,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.24$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.24$0.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.23$0.10$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.23$0.10$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.29$0.16$0.45
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.13$3.28$0.20$0.27$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.13$3.28$0.20$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.17$3.35$0.15$0.29$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.66$0.17$3.49$0.10$0.64$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.20$4.02$0.03$0.57$0.60
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.26$4.62$0.49$0.42$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.28$4.54$0.47$0.64$0.17
2012Summary only. Only limited summary data is available for this year.$4.91$0.20$0.65$1.18$0.53
2011Summary only. Only limited summary data is available for this year.$5.49$0.24$0.18$0.66$0.48