Civic Intelligence

Eugene V and Clare E Thaw Charitable Trust

990PF • Fiscal year 2014 • EIN 13-3081491

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization Profile

View Organization Page

PO Box 2422Santa Fe, NM 87504-2422

(505) 982-7023

Siviq Scores

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

Liabilities / Assets

57th percentile

0.22x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.99x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

5th percentile

-74%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

57th percentile

$173,812

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

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

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$11,931,551

Up $91,452 (+0.8%) from 2013

Net Assets

Down

$9,253,949

Down $2,055,742 (-18%) from 2013

Liabilities

Up

$2,677,602

Up $2,147,194 (+405%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin5th percentile

Revenue

Up

$2,700,101

Up $1,837,563 (+213%) from 2013

Expenses

Up

$4,698,552

Up $1,888,199 (+67%) from 2013

Net Income

Down

-$1,998,451

Down $50,636 (-2.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100M$50M$0Assets 2011: $28,585,739Liabilities 2011: $1,012Net Assets 2011: $28,584,7272011Assets 2012: $14,375,056Liabilities 2012: $662,007Net Assets 2012: $13,713,0492012Assets 2013: $11,840,099Liabilities 2013: $530,408Net Assets 2013: $11,309,6912013Assets 2014: $11,931,551Liabilities 2014: $2,677,602Net Assets 2014: $9,253,9492014Assets 2015: $16,332,300Liabilities 2015: $2,031,908Net Assets 2015: $14,300,3922015Assets 2016: $17,115,722Liabilities 2016: $1,921,880Net Assets 2016: $15,193,8422016Assets 2017: $16,329,465Liabilities 2017: $2,010,445Net Assets 2017: $14,319,0202017Assets 2018: $60,191,803Liabilities 2018: $15,603Net Assets 2018: $60,176,2002018Assets 2019: $95,801,040Liabilities 2019: $13,523Net Assets 2019: $95,787,5172019Assets 2020: $95,372,301Liabilities 2020: $23,300Net Assets 2020: $95,349,0012020Assets 2021: $97,006,761Liabilities 2021: $52,046Net Assets 2021: $96,954,7152021Assets 2022: $80,823,388Liabilities 2022: $2,027,721Net Assets 2022: $78,795,6672022Assets 2023: $62,945,128Liabilities 2023: $99,357Net Assets 2023: $62,845,7712023Assets 2024: $47,385,057Liabilities 2024: $6,357Net Assets 2024: $47,378,7002024

Highlighted filing

2014

Assets$11,931,551
Liabilities$2,677,602
Net Assets$9,253,949
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $4,369,3922011Expenses 2012: $13,556,5472012Revenue 2013: $862,538Expenses 2013: $2,810,353Net Income 2013: -$1,947,8152013Revenue 2014: $2,700,101Expenses 2014: $4,698,552Net Income 2014: -$1,998,4512014Revenue 2015: $11,301,054Expenses 2015: $2,072,629Net Income 2015: $9,228,4252015Revenue 2016: $4,996,437Expenses 2016: $2,306,561Net Income 2016: $2,689,8762016Revenue 2017: $1,384,933Expenses 2017: $2,395,486Net Income 2017: -$1,010,5532017Revenue 2018: $58,110,233Expenses 2018: $10,515,197Net Income 2018: $47,595,0362018Revenue 2019: $42,299,749Expenses 2019: $9,318,801Net Income 2019: $32,980,9482019Revenue 2020: $2,465,700Expenses 2020: $6,350,280Net Income 2020: -$3,884,5802020Revenue 2021: $1,880,279Expenses 2021: $6,010,769Net Income 2021: -$4,130,4902021Revenue 2022: $1,056,985Expenses 2022: $10,732,671Net Income 2022: -$9,675,6862022Revenue 2023: $8,399,886Expenses 2023: $22,643,208Net Income 2023: -$14,243,3222023Revenue 2024: $3,549,042Expenses 2024: $16,676,875Net Income 2024: -$13,127,8332024

Highlighted filing

2014

Revenue$2,700,101
Expenses$4,698,552
Net Income-$1,998,451
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN FLANAGANTrustee & Executive DirectorFT$160,284$13,528$173,812
EUGENE VICTOR THAWTrusteePT$0--
CLARE E THAWTrustee-$0--
PATRICIA TANGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene V and Clare E Thaw Charitable Trust
EIN
13-3081491
Phone
5059827023
Address
PO BOX 2422, SANTA FE, NM 87504-2422

Signing Officer

Name
Kathleen Flanagan
Title
Trustee
Phone
5059827023
Signed
2015-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Ricci & Company LLC
Address
6200 UPTOWN BLVD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
Timothy R Reynolds
Phone
5053380800
Raw XML AppendixShowing 400 of 658 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/PropertyDesc12CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0470652
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1998451
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt097129
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt035806
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09351078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011313723
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09253949
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0515750
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0515750
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0515750
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0525853
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010103
IRS990PF/DistributableAmountGrp/TotalTaxAmt010103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011240
IRS990PF/FMVAssetsEOYAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0943
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt019429
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031008
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0945
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06594060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03043346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03043346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04254656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05576197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05576197
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02393800
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0371209
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0829472
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0475699
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0458263
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0458263
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt019613
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01966300
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01966300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0528746
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0264373
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01036
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01036
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0468376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0885464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0885464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011843412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0529689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02677602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011843412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011931551
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011313723
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09253949
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt011313723
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09253949
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010677226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0711705
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09965521
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0160158
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0525853
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010517068
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010677226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GAVION LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt058750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt06000 POPLAR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd038119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt350.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3160284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt313528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EUGENE VICTOR THAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLARE E THAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA TANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHLEEN FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE & EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd087501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd187501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd287501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd387501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02565323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02570375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02475853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013264329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04023303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04276242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03338838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.243920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.196960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.622423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.145786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.151521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.102910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010517068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012570325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021310787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt027597260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt028222093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt032444227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02032172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.219600
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02032172
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02032172
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02032172
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/IndividualWithBooksNm0RICCI COMPANY LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06200 UPTOWN BLVD NE SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALBUQUERQUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05053380800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EUGENE VICTOR THAW
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CLARE E THAW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt02393800
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0ENDOWMENT OF THE THAW CURATOR OF DRAWINGS AND PRINTS. $750,000 TO BE PAID IN 2015, WITH THE BALANCE OF $2,000,000 TO BE PAID ONCE THE TRUST RECEIVES ITS FINAL ENDOWMENT FROM THE ESTATE OF EUGENE V. THAW. THE TOTAL PLEDGE HAS BEEN ADJUSTED TO ESTIMATE ITS PRESENT VALUE.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MORGAN LIBRARY & MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,931,551
Liabilities
$2,677,602
Net assets
$9,253,949
Revenue
$2,700,101
Expenses
$4,698,552
Net income
-$1,998,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.4$0.01$47.4$3.55$16.7$13.1
2023Detailed filing. Detailed filing data is available for this year.$62.9$0.10$62.8$8.40$22.6$14.2
2022Detailed filing. Detailed filing data is available for this year.$80.8$2.03$78.8$1.06$10.7$9.68
2021Detailed filing. Detailed filing data is available for this year.$97.0$0.05$97.0$1.88$6.01$4.13
2020Detailed filing. Detailed filing data is available for this year.$95.4$0.02$95.3$2.47$6.35$3.88
2019Detailed filing. Detailed filing data is available for this year.$95.8$0.01$95.8$42.3$9.32$33.0
2018Detailed filing. Detailed filing data is available for this year.$60.2$0.02$60.2$58.1$10.5$47.6
2017Detailed filing. Detailed filing data is available for this year.$16.3$2.01$14.3$1.38$2.40$1.01
2016Detailed filing. Detailed filing data is available for this year.$17.1$1.92$15.2$5.00$2.31$2.69
2015Detailed filing. Detailed filing data is available for this year.$16.3$2.03$14.3$11.3$2.07$9.23
2014Detailed filing. Detailed filing data is available for this year.$11.9$2.68$9.25$2.70$4.70$2.00
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.53$11.3$0.86$2.81$1.95
2012Detailed filing. Detailed filing data is available for this year.$14.4$0.66$13.7$13.6
2011Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$4.37