Civic Intelligence

St. Giles Foundation

990PF • Fiscal year 2014 • EIN 11-1630806

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 31, 2014

Organization Profile
880 Third Avenue No 1211New York, NY 10022

(212) 338-9001

Siviq Scores

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

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.96x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

37th percentile

0.3%

Faster asset growth than 37% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$21,110,731

Up $58,571 (+0.3%) from 2013

Net Assets

Down

$19,825,358

Down $147,713 (-0.7%) from 2013

Liabilities

Up

$1,285,373

Up $206,284 (+19%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin71st percentile

Revenue

Down

$1,345,523

Down $580,658 (-30%) from 2013

Expenses

Down

$1,113,377

Down $196,490 (-15%) from 2013

Net Income

Down

$232,146

Down $384,168 (-62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$60M$40M$20M$0Assets 2012: $20,496,135Liabilities 2012: $442,526Net Assets 2012: $20,053,6092012Assets 2013: $21,052,160Liabilities 2013: $1,079,089Net Assets 2013: $19,973,0712013Assets 2014: $21,110,731Liabilities 2014: $1,285,373Net Assets 2014: $19,825,3582014Assets 2015: $26,427,405Liabilities 2015: $709,029Net Assets 2015: $25,718,3762015Assets 2016: $24,125,323Liabilities 2016: $3,187,1392016Assets 2019: $30,722,840Liabilities 2019: $3,175,070Net Assets 2019: $27,547,7702019Assets 2020: $28,285,136Liabilities 2020: $1,892,566Net Assets 2020: $26,392,5702020Assets 2021: $40,585,163Liabilities 2021: $1,969,219Net Assets 2021: $38,615,9442021Assets 2022: $40,567,567Liabilities 2022: $1,959,959Net Assets 2022: $38,607,6082022Assets 2023: $35,177,951Liabilities 2023: $1,189,229Net Assets 2023: $33,988,7222023Assets 2024: $38,672,871Liabilities 2024: $550,167Net Assets 2024: $38,122,7042024Assets 2025: $37,860,454Liabilities 2025: $356,708Net Assets 2025: $37,503,7462025

Highlighted filing

2014

Assets$21,110,731
Liabilities$1,285,373
Net Assets$19,825,358
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $1,024,6712012Revenue 2013: $1,926,181Expenses 2013: $1,309,867Net Income 2013: $616,3142013Revenue 2014: $1,345,523Expenses 2014: $1,113,377Net Income 2014: $232,1462014Revenue 2015: $2,312,555Expenses 2015: $2,180,688Net Income 2015: $131,8672015Revenue 2016: $935,629Expenses 2016: $1,270,162Net Income 2016: -$334,5332016Revenue 2019: $2,199,422Expenses 2019: $2,781,225Net Income 2019: -$581,8032019Revenue 2020: $1,145,254Expenses 2020: $471,518Net Income 2020: $673,7362020Revenue 2021: $1,275,240Expenses 2021: $1,976,003Net Income 2021: -$700,7632021Revenue 2022: $3,786,904Expenses 2022: $2,259,516Net Income 2022: $1,527,3882022Revenue 2023: $890,105Expenses 2023: $1,687,816Net Income 2023: -$797,7112023Revenue 2024: $1,419,646Expenses 2024: $1,396,908Net Income 2024: $22,7382024Revenue 2025: $3,988,962Expenses 2025: $1,980,398Net Income 2025: $2,008,5642025

Highlighted filing

2014

Revenue$1,345,523
Expenses$1,113,377
Net Income$232,146
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 31, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD T ARKWRIGHTPresidentPT$0--
HENRY A BRAUNTreasurer-$0--
ROBERT B MACKAYVice President-$0--
JAMES HAMERSCHLAGSecretary-$0--
JILL ANN ARKWRIGHTTrustee-$0--
Filing and Contact Details

Filer

EIN
11-1630806
Phone
2123389001

Signing Officer

Name
Richard T Arkwright
Title
President
Phone
2123389001
Signed
2014-07-31
Discuss with paid preparer
Yes

Preparer

Preparer
Michael a Duca
Phone
5162276660
Raw XML AppendixShowing 400 of 666 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0CASH DEEMED HELD FOR CHARITABLE ACTIVITIES GIFTS AND GRANTS $ 765,000 GENERAL & ADMINISTRATIVE EXPENSES 140,982 __________TOTAL CASH DEEMED HELD FOR CHARITABLE ACTIVITIES $ 905,982
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2339359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0420717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1181380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3277658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4331671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5233663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6351050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7319828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt872001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9587214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10195325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12142272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1397242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14132764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15150473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16455215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17322988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1826527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1948064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2068889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21380548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23407714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24200000
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0F5 NETWORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JC PENNEY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FEDERAL FARM CREDIT BANK 1.2% APR 25, 2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CVS CAREMARK CORP 2.75% - DEC 1, 2022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AIRGAS INC 3.25% - OCT 1, 2015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TIME WARNER CABLE INC 5% FEB 1, 2020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7U.S. TREASURY NOTES 4.125% - MAY 15, 2015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CARNIVAL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CITIGROUP INC 4.75% -MAY 19, 2015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11JOHN HANCOCK LIFE INSURANCE CO 5.15% - SEP 15, 2013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BUFFALO WILD WINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NIKE INC B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CONOCOPHILIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BUFFALO WILD WINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ROBERT HALF INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ROYAL DUTCH SHELL PLC ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FEDERAL HOME LOAN BANK .65% AUG 28 2015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23KILROY REALTY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24BANK OF AMERICA CORP 4.70% - NOV 15, 2013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232014-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242014-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0729636
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0232146
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0379859
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020205217
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019973071
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019825358
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01239277
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01239277
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01239277
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01250654
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011377
IRS990PF/DistributableAmountGrp/TotalTaxAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017000
IRS990PF/FMVAssetsEOYAmt026117196
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0368331
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0226807
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0124888
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0139986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0139986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05400067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03928144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04094995
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012297221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015468493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020322488
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt021667
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt021667
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0103657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt085423
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt085423
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0710758
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01058566
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014910
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01702
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01702
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01214088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021052160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021110731
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026117196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01079089
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01285373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021052160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021110731
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019973071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019825358
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt019973071
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt019825358
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01897329
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01449977
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01435596
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025919058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0975932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024856001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0905982
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt087125
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01250654
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025013076
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025919058
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10FIELD POINT PRIVATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0126922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine10400 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD T ARKWRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HENRY A BRAUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT B MACKAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES HAMERSCHLAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JILL ANN ARKWRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10888 THIRD AVENUE SUITE 1211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1124 SPINNAKER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12161 MAIN STREET

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,110,731
Liabilities
$1,285,373
Net assets
$19,825,358
Revenue
$1,345,523
Expenses
$1,113,377
Net income
$232,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$0.36$37.5$3.99$1.98$2.01
2024Detailed filing. Detailed filing data is available for this year.$38.7$0.55$38.1$1.42$1.40$0.02
2023Detailed filing. Detailed filing data is available for this year.$35.2$1.19$34.0$0.89$1.69$0.80
2022Detailed filing. Detailed filing data is available for this year.$40.6$1.96$38.6$3.79$2.26$1.53
2021Detailed filing. Detailed filing data is available for this year.$40.6$1.97$38.6$1.28$1.98$0.70
2020Detailed filing. Detailed filing data is available for this year.$28.3$1.89$26.4$1.15$0.47$0.67
2019Detailed filing. Detailed filing data is available for this year.$30.7$3.18$27.5$2.20$2.78$0.58
2016Summary only. Only limited summary data is available for this year.$24.1$3.19$0.94$1.27$0.33
2015Detailed filing. Detailed filing data is available for this year.$26.4$0.71$25.7$2.31$2.18$0.13
2014Detailed filing. Detailed filing data is available for this year.$21.1$1.29$19.8$1.35$1.11$0.23
2013Detailed filing. Detailed filing data is available for this year.$21.1$1.08$20.0$1.93$1.31$0.62
2012Detailed filing. Detailed filing data is available for this year.$20.5$0.44$20.1$1.02