Civic Intelligence

Belgravia Foundation Inc C/O Katz Bloom & Schon Cpas LLC

990PF • Fiscal year 2015 • EIN 13-3109042

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 16, 2015

Organization Profile
500 North BroadwayJericho, NY 11753

(516) 626-3992

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

17th percentile

-26%

Higher net margin than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$15,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,848,231

Down $30,542 (-1.6%) from 2014

Net Assets

Down

$1,848,231

Down $30,542 (-1.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin17th percentile

Revenue

Down

$117,759

Down $68,408 (-37%) from 2014

Expenses

Up

$148,301

Up $42,981 (+41%) from 2014

Net Income

Down

-$30,542

Down $111,389 (-138%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $570,093Liabilities 2011: $0Net Assets 2011: $570,0932011Assets 2012: $1,810,593Liabilities 2012: $0Net Assets 2012: $1,810,5932012Assets 2013: $1,797,926Liabilities 2013: $0Net Assets 2013: $1,797,9262013Assets 2014: $1,878,773Liabilities 2014: $0Net Assets 2014: $1,878,7732014Assets 2015: $1,848,231Liabilities 2015: $0Net Assets 2015: $1,848,2312015Assets 2016: $1,749,364Liabilities 2016: $0Net Assets 2016: $1,749,3642016Assets 2017: $1,716,856Liabilities 2017: $0Net Assets 2017: $1,716,8562017Assets 2018: $1,684,814Liabilities 2018: $0Net Assets 2018: $1,684,8142018Assets 2019: $1,722,454Liabilities 2019: $0Net Assets 2019: $1,722,4542019Assets 2020: $1,613,740Liabilities 2020: $0Net Assets 2020: $1,613,7402020Assets 2021: $1,557,941Liabilities 2021: $0Net Assets 2021: $1,557,9412021Assets 2022: $2,516Liabilities 2022: $0Net Assets 2022: $2,5162022Assets 2023: $2,506Liabilities 2023: $0Net Assets 2023: $2,5062023Assets 2024: $15,791Liabilities 2024: $246Net Assets 2024: $15,5452024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2015

Assets$1,848,231
Liabilities$0
Net Assets$1,848,231
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $21,6022011Expenses 2012: $47,3312012Revenue 2013: $69,182Expenses 2013: $81,849Net Income 2013: -$12,6672013Revenue 2014: $186,167Expenses 2014: $105,320Net Income 2014: $80,8472014Revenue 2015: $117,759Expenses 2015: $148,301Net Income 2015: -$30,5422015Revenue 2016: $65,935Expenses 2016: $164,802Net Income 2016: -$98,8672016Revenue 2017: $140,149Expenses 2017: $172,657Net Income 2017: -$32,5082017Revenue 2018: $165,595Expenses 2018: $197,637Net Income 2018: -$32,0422018Revenue 2019: $189,791Expenses 2019: $152,151Net Income 2019: $37,6402019Revenue 2020: $110,844Expenses 2020: $219,558Net Income 2020: -$108,7142020Revenue 2021: $50,725Expenses 2021: $106,524Net Income 2021: -$55,7992021Revenue 2022: $30,939Expenses 2022: $1,586,364Net Income 2022: -$1,555,4252022Revenue 2023: $9,606Expenses 2023: $9,616Net Income 2023: -$102023Revenue 2024: $21,801Expenses 2024: $8,762Net Income 2024: $13,0392024Revenue 2025: $0Expenses 2025: $15,545Net Income 2025: -$15,5452025

Highlighted filing

2015

Revenue$117,759
Expenses$148,301
Net Income-$30,542
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA KILBYSec/DirectorPT$15,000-$15,000
BARBARA CATESDirectorPT$14,700-$14,700
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNADEGE INCCHARITABLE- NON RESTRICTED SUPPORT-KOKOMO, IN, US$10,000
Paid GrantCOLUMBIA UNIVERSITYCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$7,800
Paid GrantCAMPUS CRUSADE FOR CHRISTCHARITABLE- NON RESTRICTED SUPPORT-ORLANDO, FL, US$5,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$5,000
Paid GrantTHE AMERICAN SCHOOL IN LONDONCHARITABLE- NON RESTRICTED SUPPORT-LONDON, UK$5,000
Paid GrantSUNRISE DAY CAMPCHARITABLE- NON RESTRICTED SUPPORT-OCEANSIDE, NY, US$5,000
Paid GrantSIBS PLACECHARITABLE- NON RESTRICTED SUPPORT-HEWLETT, NY, US$5,000
Paid GrantTHE LAURA ROSENBERG FOUNDATION INCCHARITABLE- NON RESTRICTED SUPPORT-HEWLETT, NY, US$5,000
Paid GrantAMERICAN CANCER SOCIETYCHARITABLE- NON RESTRICTED SUPPORT-ATLANTA, GA, US$4,000
Paid GrantTRIFORM FOUNDATIONCHARITABLE- NON RESTRICTED SUPPORT-HUDSON, NY, US$4,000
Paid GrantTHE PRINCE OF WALES FOUNDATIONCHARITABLE- NON RESTRICTED SUPPORT-WASHINGTON, DC, US$3,000
Paid GrantROUNDABOUT THEATRE COCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$2,500
Paid GrantHOSPICE FOUNDATION OF PALM BEACHCHARITABLE- NON RESTRICTED SUPPORT-PALM BEACH, FL, US$2,500
Paid GrantPARALYZED VETERANS OF AMERICACHARITABLE- NON RESTRICTED SUPPORT-WASHINGTON, DC, US$2,500
Paid GrantTHE AMERICAN ASSOCIATES OF THE OLD VICCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$2,500
Paid GrantMANHATTAN THEATRE CLUBCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$2,500
Paid GrantHOPITAL ALBERT SCHWEITZER HAITICHARITABLE- NON RESTRICTED SUPPORT-PITTSBURGH, PA, US$2,000
Paid GrantSHAKESPEARE'S GLOBE CENTERCHARITABLE- NON RESTRICTED SUPPORT-LONDON, UK$1,600
Paid GrantMARIA DROSTE COUSELING SERVICESCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$1,000
Paid GrantEAST SIDE HOUSE SETTLEMENTCHARITABLE- NON RESTRICTED SUPPORT-BRONX, NY, US$1,000
Paid GrantPONTIFICAL INSTITUTE OF THEOLOGY AT POILLIPOCHARITABLE- NON RESTRICTED SUPPORT-PLANDOME, NY, US$1,000
Paid GrantMEMORIAL SOCIETY OF MSKCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$1,000
Paid GrantHORTICULTURAL SOCIETY OF NEW YORKCHARITABLE- NON RESTRICTED SUPPORT-NEW YORK, NY, US$1,000
Paid GrantTHE NEWPORT LIBRARYCHARITABLE- NON RESTRICTED SUPPORT-NEWPORT, RI, US$350
Paid GrantHANIES CITY ROTARY CLUBCHARITABLE- NON RESTRICTED SUPPORT-HANIES CITY, FL, US$250
Filing and Contact Details

Filer

Filer Name
Belgravia Foundation Inc
EIN
13-3109042
Phone
5166263992
Address
500 NORTH BROADWAY, JERICHO, NY 11753

Signing Officer

Name
Linda Kilby
Title
Director
Phone
5166263992
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Katz Bloom & Schon Cpas LLC
Address
500 N BROADWAY - STE 145, JERICHO, NY 11753
Preparer
Laurence R Bloom
Phone
5166263992
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0117759
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050201
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt825963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt910790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt824537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt910198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt824537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt910198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12200
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/PropertyDesc0800 SHS HONDA MOTOR COMPANY LTD ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10.5 SHS HALYARD HEALTH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS LORILLARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 SHS UNITED TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42 SHS VERITEV CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc59 SHS VERITEV CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64 SHS VERITEV CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 SHS WASHINGTON PRIME GROUP INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8706 SHS LORILLARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9294 SHARES LORILLARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc100.9 SHS REYNOLDS AMERICAN INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100 SHS CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1220 SHS CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30542
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01848231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01878773
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01848231
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107469
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107469
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107469
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108288
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0819
IRS990PF/DistributableAmountGrp/TotalTaxAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt02007882
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt042083
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt042083
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0412331
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0359969
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0359969
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01466442
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01488262
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01647913
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01836690
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01806148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01878773
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01848231
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02007882
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01878773
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01848231
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01878773
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01848231
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02198738
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0423411
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01775327
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032981
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108288
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02165757
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02198738
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt0103 BAYWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm0LEYBOURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd0ME19 5QE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0KENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA CATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA KILBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 EAST 66TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,848,231
Liabilities
$0
Net assets
$1,848,231
Revenue
$117,759
Expenses
$148,301
Net income
-$30,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.59$1.56
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.19$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.17$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.07$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.02