Civic Intelligence

The Commonwealth Fund

990T • Fiscal year 2021 • EIN 13-1635260

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 29, 2021

Refreshing map…

One East 75th StreetNew York, NY 10021

(212) 606-3858

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$1.0B$500M$0Assets 2012: $644,465,359Liabilities 2012: $28,094,4052012Assets 2013: $702,204,618Liabilities 2013: $29,377,8032013Assets 2014: $762,520,635Liabilities 2014: $28,424,0062014Assets 2015: $769,125,118Liabilities 2015: $30,150,7332015Assets 2016: $702,619,480Liabilities 2016: $28,891,5792016Assets 2020: $754,853,169Liabilities 2020: $30,699,2932020Assets 2021: $998,032,247Liabilities 2021: $34,359,271Net Assets 2021: $963,672,9762021Assets 2022: $877,035,892Liabilities 2022: $36,081,541Net Assets 2022: $840,954,3512022Assets 2023: $864,829,934Liabilities 2023: $33,416,0652023Assets 2024: $875,566,732Liabilities 2024: $33,583,0242024Assets 2025: $922,680,894Liabilities 2025: $39,199,944Net Assets 2025: $883,480,9502025

Latest loaded filing

2025

Assets$922,680,894
Liabilities$39,199,944
Net Assets$883,480,950

Operations Trend

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

$100M$50M$0-$50MRevenue 2012: $50,218,048Expenses 2012: $35,873,135Net Income 2012: $14,344,9132012Revenue 2013: $96,743,221Expenses 2013: $38,210,678Net Income 2013: $58,532,5432013Revenue 2014: $32,594,927Expenses 2014: $38,266,535Net Income 2014: -$5,671,6082014Revenue 2015: $45,138,968Expenses 2015: $38,347,243Net Income 2015: $6,791,7252015Revenue 2016: $33,857,008Expenses 2016: $37,944,845Net Income 2016: -$4,087,8372016Revenue 2020: $9,250,220Expenses 2020: $44,305,896Net Income 2020: -$35,055,6762020Revenue 2021: $69,444,117Expenses 2021: $46,234,066Net Income 2021: $23,210,0512021Revenue 2022: $66,371,379Expenses 2022: $50,431,768Net Income 2022: $15,939,6112022Revenue 2023: $22,299,026Expenses 2023: $52,394,916Net Income 2023: -$30,095,8902023Revenue 2024: $40,713,328Expenses 2024: $48,850,563Net Income 2024: -$8,137,2352024Revenue 2025: $39,838,343Expenses 2025: $51,961,087Net Income 2025: -$12,122,7442025

Latest loaded filing

2025

Revenue$39,838,343
Expenses$51,961,087
Net Income-$12,122,744
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 29, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Commonwealth Fund
EIN
13-1635260
Phone
2126063858
Address
One East 75th Street, New York, NY 10021

Signing Officer

Name
Kathleen Regan
Title
Evp & COO
Phone
2126063830
Signed
2021-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Jeffry Haber Inc
Address
2184 E 34th Street, Brooklyn, NY 11234
Preparer
Jeffry Haber
Phone
9143932420
Raw XML Appendix205 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt04906119
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt00
IRS1120ScheduleD/Form4797GainOrLossAmt0477906
IRS1120ScheduleD/NetCapitalGainAmt04906119
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt04923133
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-17014
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt029344
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04445227
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt04474571
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt017744
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-17014
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0730
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt10
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt20
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt30
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt40
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt50
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0113
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt176
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt229103
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt352
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd3VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd4VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd5VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-113
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-76
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt24474284
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-29103
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4287
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5-52
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt04474284
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt1287
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Cerberus
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1Dover VII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2Investure Evergreen
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3MAM Corporate Loan Fund
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4TA XI ECM AIV
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5Varde
IRS8949/LongTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt029344
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt04445227
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt04474571
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt10
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt20
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt30
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt017691
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt153
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd1VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd2VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd3VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0528
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-17691
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2202
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-53
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt0528
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt1202
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Investure Evergreen
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1MAM Corporate Loan Fund
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2TA XI ECM AIV
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3Varde
IRS8949/ShortTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt017744
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-17014
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt0730
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jeffry Haber
IRS990T/BooksInCareOfDetail/PhoneNum09143932420
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0One East 75th Street
IRS990T/BooksInCareOfDetail/USAddress/CityNm0New York
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010021
IRS990T/BookValueAssetsEOYAmt0998032247
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt0200000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01369827
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt00
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01601
IRS990T/OverpaymentSection/OverpaymentAmt01601
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PriorYearOverpaymentCreditAmt0100000
IRS990TScheduleA/BadDebtExpenseAmt00
IRS990TScheduleA/BeginningOfYearInventoryAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt04422940
IRS990TScheduleA/CostOfGoodsSoldAmt00
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DeferredCompensationPlanAmt00
IRS990TScheduleA/DepletionAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt00
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt00
IRS990TScheduleA/EndOfYearInventoryAmt00
IRS990TScheduleA/ExploitedActivityNetIncomeAmt00
IRS990TScheduleA/ExploitedExcessExemptExpnssAmt00
IRS990TScheduleA/ExploitedExemptActivityIncmAmt00
IRS990TScheduleA/ExploitedExpnssCnnctUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIExpnsAmt00
IRS990TScheduleA/GrossProfitAmt00
IRS990TScheduleA/GrossReceiptsOrSalesAmt00
IRS990TScheduleA/InterestDeductionAmt013082
IRS990TScheduleA/NetAdvertisingIncomeAmt00
IRS990TScheduleA/NetCtrlOrgIntAnntsRyltsRntsAmt00
IRS990TScheduleA/NetExploitedActivityIncomeAmt00
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt00
IRS990TScheduleA/NetInvestmentIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt0834648
IRS990TScheduleA/NetRentIncomeAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt00
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt04603326
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/RepairsAndMaintenanceAmt00
IRS990TScheduleA/ReturnsAndAllowancesAmt00
IRS990TScheduleA/SalariesAndWagesAmt00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt058457
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCostGoodsSoldAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt04674865
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0477905
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03400444
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt08301289
IRS990TScheduleA/TotUnrltTrdBusIncmAmt08301289
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment income from QPIs
IRS990TScheduleA/UBIBeforeNOLDedAmt03626424
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02791776
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0298399
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt0298399
IRS990T/TotalCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalOtherCreditsAdjPaymentAmt00
IRS990T/TotalPaymentsAmt0300000
IRS990T/TotalTaxAmt0298399
IRS990T/TotalTaxComputationAmt0298399
IRS990T/TotalUBTIAmt01420949
IRS990T/TotalUBTIBeforeNOLSpecificAmt02791776
IRS990T/TotalUBTIBeforeSection199AAmt01421949
IRS990T/TotalUBTIComputedAmt02791776
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Regan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02126063830
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Commonwealth Fund
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0131635260
ReturnHeader/Filer/PhoneNum02126063858
ReturnHeader/Filer/USAddress/AddressLine1Txt0One East 75th Street
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203062223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffry Haber Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02184 E 34th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011234
ReturnHeader/PreparerPersonGrp/PhoneNum09143932420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffry Haber
ReturnHeader/ReturnTs02021-11-29T17:00:46-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathleen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Regan
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings