Civic Intelligence

The Sarton Fund

990PF • Fiscal year 2012 • EIN 11-3281507

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 07, 2013

Organization Profile
136 Irving Street02138
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

95th percentile

85%

Faster asset growth than 95% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$560,065

Up $256,788 (+85%) from 2011

Net Assets

$560,065

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,842

Up $2,884 (+24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$800K$600K$400K$200K$0Assets 2011: $303,277Liabilities 2011: $02011Assets 2012: $560,065Liabilities 2012: $0Net Assets 2012: $560,0652012Assets 2013: $622,629Liabilities 2013: $0Net Assets 2013: $622,6292013Assets 2014: $646,634Liabilities 2014: $1,5002014Assets 2015: $618,036Liabilities 2015: $2,568Net Assets 2015: $615,4682015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$560,065
Liabilities$0
Net Assets$560,065
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $3,731Expenses 2011: $11,958Net Income 2011: -$8,2272011Expenses 2012: $14,8422012Revenue 2013: $24,917Expenses 2013: $22,669Net Income 2013: $2,2482013Revenue 2014: $15,411Expenses 2014: $21,624Net Income 2014: -$6,2132014Revenue 2015: $18,660Expenses 2015: $33,814Net Income 2015: -$15,1542015Revenue 2016: $130,328Expenses 2016: $658,873Net Income 2016: -$528,5452016

Highlighted filing

2012

Revenue-
Expenses$14,842
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE C BERLOWITZPresident-$0--
CARL H PFORZHEIMER IIITreasurer-$0--
MICHAEL E GELLERTSecretary-$0--
MARK ROBINSONCorporate Assistant Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN ACADEMY OF ARTS AND SCIENCESPRIZEPUBLICCAMBRIDGE, MA, US$7,515
Filing and Contact Details

Filer

EIN
11-3281507
Raw XML Appendix339 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0186239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue164240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2120764
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0186239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV164240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2120764
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0TOTAL STOCK MARKET INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1TOTAL INTERNATIONAL STOCK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2TOTAL BOND MARKET INDEX
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-134724
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07248
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount06702
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount013950
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-134724
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-120774
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps07515
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss07515
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-135616
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice089353
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07248
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07248
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-134724
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07278
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss06702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps07564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss014842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome07248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-120774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07278
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07327
IRS990PF/BalanceSheets/AccountsReceivable0443
IRS990PF/BalanceSheets/AccountsReceivableBOY07278
IRS990PF/BalanceSheets/AccountsReceivableEOY0443
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV0443
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CashEOY09368
IRS990PF/BalanceSheets/CashEOYFMV09368
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0224077
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0371243
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0371243
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY00
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY0140000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV0140000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable0140000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY071922
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY039011
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV039011
IRS990PF/BalanceSheets/TotalAssetsBOY0303277
IRS990PF/BalanceSheets/TotalAssetsEOY0560065
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0560065
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0303277
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0560065
IRS990PF/BalanceSheets/TotalNetAssetsBOY0303277
IRS990PF/BalanceSheets/TotalNetAssetsEOY0560065
IRS990PF/BalanceSheets/UnrestrictedBOY0303277
IRS990PF/BalanceSheets/UnrestrictedEOY0560065
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-134724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0224077
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0DELL STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-134724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-134724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice089353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-135616
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0392404
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0560065
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0303277
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0560065
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018516
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018516
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018516
IRS990PF/DistributableAmount/MinimumInvestmentReturn018516
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0200
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0560065
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0375964
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances068382
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0307582
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05639
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018516
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0370325
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0375964
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LESLIE C BERLOWITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CARL H PFORZHEIMER III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MICHAEL E GELLERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MARK ROBINSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3CORPORATE ASSISTANT TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10136 IRVING STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11136 IRVING STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12136 IRVING STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13136 IRVING STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CAMBRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CAMBRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CAMBRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3CAMBRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode302138
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct011777
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets011777
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.031802
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.047950
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000347
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.080569
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.005091
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.025055
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0370325
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10151741
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20144125
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30136814
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40190137
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50266256
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions07564
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107276
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2050
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3011023
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40968
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506671
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.159012
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07564
IRS990PF/QualifyingDistributions/ExpensesAndContributions07564
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions07564
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber111
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME IS USED TO MAKE GRANTS,GIFTS & CONTRIBUTIONS TO QUALIFYING CHARITIES.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INCOME IS USED TO MAKE GRANTS,GIFTS & CONTRIBUTIONS TO QUALIFYING CHARITIES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARK ROBINSON CORP ASSISTANT TREA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175765000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10136 IRVING STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CAMBRIDGE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002138
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws01
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION SHOULD SUBMIT THE FOLLOWING MATERIALS: 1) A ONE PAGE STATEMENT OF POST ACCOMPLISHMENTS. 2) A PROJECT PROPOSAL OF NO MORE THAN THREE PAGES DESCRIBING HOW THE RECIPIENT INTENDS TO USE THESE FUNDS DURING THE FOLLOWING YEAR. 3) THREE LETTERS OF RECOMMENDATION, AND 4) A CURRENT CURRICULUM VITAE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARK ROBINSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06175765000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10136 IRVING ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002138
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE COMPETITION IS OPEN TO RECIPIENTS OF A PHD IN HISTORY CONFERRED NOT MORE THAN SEVEN YEARS BEFORE THE APPLICATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APPLICATION ACCEPTED AT ANY TIME.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PRIZE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN ACADEMY OF ARTS AND SCIENCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10136 IRVING ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002138
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07515
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear049
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear107515
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018516
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07564
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY018467
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07515
OtherExpensesSchedule/OtherExpenses/Description0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/Description1BAD DEBT EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps049
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome17278
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks049
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks17278
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome06702
OtherIncomeSchedule2/OtherIncome/Description0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks06702
OtherIncreasesSchedule/OtherIncreases/Amount0380000
OtherIncreasesSchedule/OtherIncreases/Amount112404
OtherIncreasesSchedule/OtherIncreases/Description0CAPITAL CONTRIBUTION
OtherIncreasesSchedule/OtherIncreases/Description1UNREALIZED GAINS
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0113281507
ReturnHeader/Filer/Name/BusinessNameLine10THE SARTON FUND
ReturnHeader/Filer/NameControl0SART
ReturnHeader/Filer/Phone06175765000
ReturnHeader/Filer/USAddress/AddressLine10136 IRVING STREET
ReturnHeader/Filer/USAddress/City0CAMBRIDGE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002138
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-07
ReturnHeader/Officer/Name0MARK ROBINSON
ReturnHeader/Officer/Phone05165693983
ReturnHeader/Officer/Title0CORPORATE ASSISTANT TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-05
ReturnHeader/PreparerFirm/EIN0042571780
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001581
ReturnHeader/Preparer/Name0DAVID KELLEHER CPA
ReturnHeader/Preparer/Phone05083669100
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T14:16:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,065
Liabilities
$0
Net assets
$560,065
Revenue
-
Expenses
$14,842
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.30$6.59$5.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.03$6.15$0.19$0.34$0.15
2014Summary only. Only limited summary data is available for this year.$6.47$0.02$0.15$0.22$0.06
2013Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.25$0.23$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.15
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.04$0.12$0.08