Civic Intelligence

Larrabee Fund Association

990PF • Fiscal year 2011 • EIN 06-6038638

Nov 01, 2010 to Oct 31, 2011 • Filed on Sep 13, 2012

Organization Profile
PO Box 27172406127
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,433,460

Flat from 2011

Net Assets

$4,433,460

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$284,303

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,338,205Liabilities 2010: $02010Assets 2011: $4,433,460Liabilities 2011: $0Net Assets 2011: $4,433,4602011Assets 2011: $4,433,460Liabilities 2011: $12011Assets 2012: $4,411,926Liabilities 2012: $0Net Assets 2012: $4,411,9262012Assets 2013: $3,941,548Liabilities 2013: $0Net Assets 2013: $3,941,5482013Assets 2014: $4,121,792Liabilities 2014: $1Net Assets 2014: $4,121,7922014Assets 2015: $4,400,767Liabilities 2015: $0Net Assets 2015: $4,400,7672015Assets 2016: $4,417,661Liabilities 2016: $0Net Assets 2016: $4,417,6612016Assets 2017: $4,437,399Liabilities 2017: $0Net Assets 2017: $4,437,3992017Assets 2018: $4,571,300Liabilities 2018: $0Net Assets 2018: $4,571,3002018Assets 2019: $4,658,428Liabilities 2019: $1Net Assets 2019: $4,658,4282019Assets 2020: $4,832,288Liabilities 2020: $0Net Assets 2020: $4,832,2882020Assets 2021: $5,115,049Liabilities 2021: $12021

Highlighted filing

2011

Assets$4,433,460
Liabilities$0
Net Assets$4,433,460
Open 2011 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $349,775Expenses 2010: $295,134Net Income 2010: $54,6412010Expenses 2011: $284,3032011Revenue 2011: $379,558Expenses 2011: $284,303Net Income 2011: $95,2552011Expenses 2012: $432,2142012Revenue 2013: $310,814Expenses 2013: $781,192Net Income 2013: -$470,3782013Revenue 2014: $500,067Expenses 2014: $319,823Net Income 2014: $180,2442014Revenue 2015: $601,861Expenses 2015: $322,886Net Income 2015: $278,9752015Revenue 2016: $500,472Expenses 2016: $483,578Net Income 2016: $16,8942016Revenue 2017: $604,165Expenses 2017: $584,427Net Income 2017: $19,7382017Revenue 2018: $612,040Expenses 2018: $478,139Net Income 2018: $133,9012018Revenue 2019: $721,430Expenses 2019: $634,302Net Income 2019: $87,1282019Revenue 2020: $751,953Expenses 2020: $578,093Net Income 2020: $173,8602020Revenue 2021: $872,221Expenses 2021: $589,460Net Income 2021: $282,7612021

Highlighted filing

2011

Revenue-
Expenses$284,303
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Sep 13, 2012
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA MORTONPresident-$0--
GIULIANA MUSILLIFirst Vice President-$0--
FRANCES CALAFIORESecond Vice President-$0--
PEGGY LORENCESecretary-$0--
VICKI KONOVERAssistant Secretary-$0--
RUTH VAN WINKLETreasurer-$0--
JULIA TANIDAAssistant Treasurer-$0--
CONNIE BAINBoard Member-$0--
KATI BERMANBoard Member-$0--
JOANN BITTNERBoard Member-$0--
LISA CALAFIOREBoard Member-$0--
BETTY CORNELIUSONBoard Member-$0--
SUE DALRYMPLEBoard Member-$0--
CAROL D HAUSSBoard Member-$0--
HELEN HENSONBoard Member-$0--
ABBEY KREINIKBoard Member-$0--
CINDY LAWLERBoard Member-$0--
TINA MCCARYBoard Member-$0--
SUZANNE PINKESBoard Member-$0--
CHRIS SHANNONBoard Member-$0--
MARGARET TAYLORBoard Member-$0--
SUSAN MOSER VICINOBoard Member-$0--
BETH BUSHPresident-$0--
OLIVETTE THOMASSecretary-$0--
MARGARET LEWISBoard Member-$0--
HELEN FEHRENBACHTreasurer-$0--
JUDY KULAKAssistant Treasurer-$0--
BARBARA CLARKBoard Member-$0--
REBECCA HENTONBoard Member-$0--
NATALIE PHILLIPSBoard Member-$0--
DORIS JOHNSONBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO PROVIDE ASSISTANCE TO WOMEN IN NEEDN/AVARIOUS, CT, US$250,616
Filing and Contact Details

Filer

EIN
06-6038638
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0250616
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0250616
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0227370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0110139
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0110139
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses095255
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0180702
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm026084
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss026084
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01091
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01092
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02183
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss014814
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0135343
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps01193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss02388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps012083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm012083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss024166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0267458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm016845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0284303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0152188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0379558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps016842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm016845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss033687
IRS990PF/BalanceSheets/CashBOY02936
IRS990PF/BalanceSheets/CashEOY09679
IRS990PF/BalanceSheets/CashEOYFMV09679
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01405129
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01405129
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01485380
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01881242
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01864677
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV02324869
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0250600
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0101854
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0121100
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PermanentlyRestrictedBOY03682815
IRS990PF/BalanceSheets/PermanentlyRestrictedEOY03696846
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0798298
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01052121
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01052121
IRS990PF/BalanceSheets/TemporarilyRestrictedBOY0655390
IRS990PF/BalanceSheets/TemporarilyRestrictedEOY0736614
IRS990PF/BalanceSheets/TotalAssetsBOY04338205
IRS990PF/BalanceSheets/TotalAssetsEOY04433460
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04993149
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04338205
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04433460
IRS990PF/BalanceSheets/TotalNetAssetsBOY04338205
IRS990PF/BalanceSheets/TotalNetAssetsEOY04433460
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016567
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1149321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0500 SHS PHILIP MORRIS INTL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FEDERAL NATL MTG ASSN MTN DTD 04/21/06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss011625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses011625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice028192
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses095255
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04433460
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04338205
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04433460
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0244599
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0244599
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0244599
IRS990PF/DistributableAmount/MinimumInvestmentReturn0247306
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02707
IRS990PF/DistributableAmount/TotalTax02707
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02707
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment056
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02707
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02707
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02763
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04993149
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05021441
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0930155

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,433,460
Liabilities
$0
Net assets
$4,433,460
Revenue
-
Expenses
$284,303
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.12$0.00$0.87$0.59$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.75$0.58$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.72$0.63$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.00$4.57$0.61$0.48$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.60$0.58$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.50$0.48$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.40$0.60$0.32$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.50$0.32$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.31$0.78$0.47
2012Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.43
2011Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.28
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.38$0.28$0.10
2010Summary only. Only limited summary data is available for this year.$4.34$0.00$0.35$0.30$0.05