Civic Intelligence

The Walter Kann Foundation Inc.

990PF • Fiscal year 2012 • EIN 13-3381799

Oct 01, 2011 to Sep 30, 2012 • Filed on Feb 04, 2013

Organization Profile
C/O Berdon Llp 360 Madison Avenue10017
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

39th percentile

-3.5%

Faster asset growth than 39% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$363,989

Down $13,087 (-3.5%) from 2011

Net Assets

Down

$363,989

Down $13,087 (-3.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,384

Down $9,237 (-25%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2011: $377,076Liabilities 2011: $0Net Assets 2011: $377,0762011Assets 2012: $363,989Liabilities 2012: $0Net Assets 2012: $363,9892012Assets 2013: $357,262Liabilities 2013: $0Net Assets 2013: $357,2622013Assets 2014: $374,697Liabilities 2014: $0Net Assets 2014: $374,6972014Assets 2015: $352,378Liabilities 2015: $0Net Assets 2015: $352,3782015Assets 2016: $347,556Liabilities 2016: $0Net Assets 2016: $347,5562016Assets 2017: $319,742Liabilities 2017: $0Net Assets 2017: $319,7422017Assets 2018: $346,676Liabilities 2018: $0Net Assets 2018: $346,6762018Assets 2019: $303,284Liabilities 2019: $02019Assets 2020: $291,612Liabilities 2020: $02020Assets 2021: $283,301Liabilities 2021: $0Net Assets 2021: $283,3012021Assets 2022: $264,710Liabilities 2022: $0Net Assets 2022: $264,7102022Assets 2023: $264,315Liabilities 2023: $0Net Assets 2023: $264,3152023Assets 2024: $236,840Liabilities 2024: $0Net Assets 2024: $236,8402024Assets 2025: $246,309Liabilities 2025: $100Net Assets 2025: $246,2092025

Highlighted filing

2012

Assets$363,989
Liabilities$0
Net Assets$363,989
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $36,6212011Expenses 2012: $27,3842012Revenue 2013: $31,465Expenses 2013: $38,192Net Income 2013: -$6,7272013Revenue 2014: $46,295Expenses 2014: $28,860Net Income 2014: $17,4352014Revenue 2015: $23,665Expenses 2015: $45,984Net Income 2015: -$22,3192015Revenue 2016: $28,771Expenses 2016: $33,593Net Income 2016: -$4,8222016Revenue 2017: $19,268Expenses 2017: $47,082Net Income 2017: -$27,8142017Revenue 2018: $56,576Expenses 2018: $29,642Net Income 2018: $26,9342018Revenue 2019: $2,374Expenses 2019: $45,766Net Income 2019: -$43,3922019Revenue 2020: $32,747Expenses 2020: $44,419Net Income 2020: -$11,6722020Revenue 2021: $52,512Expenses 2021: $60,823Net Income 2021: -$8,3112021Revenue 2022: $18,645Expenses 2022: $37,237Net Income 2022: -$18,5922022Revenue 2023: $65,197Expenses 2023: $65,592Net Income 2023: -$3952023Revenue 2024: $24,948Expenses 2024: $52,423Net Income 2024: -$27,4752024Revenue 2025: $67,513Expenses 2025: $58,144Net Income 2025: $9,3692025

Highlighted filing

2012

Revenue-
Expenses$27,384
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Feb 4, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A KANNDirector As Req'D-$0--
JACQUELINE KANNDirector As Req'D-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKingsborough Community CollegeGeneral Purpose501 C(3)Brooklyn, NY, US$10,000
Paid GrantCystic Fibrosis Foundationgeneral purpose501 C(3)Bethesda, MD, US$5,000
Paid GrantPartners in HealthGeneral Purpose501 C(3)BOSTON, MA, US$1,500
Paid GrantCaroline HouseGeneral Purpose501 C(3)Bridgeport, CT, US$1,300
Paid GrantMiddlebury Collegegeneral purpose501 C(3)Middlebury, VT, US$1,000
Paid GrantPLANNED PARENTHOOD SOUTHERN NEW ENGLANDGENERAL PURPOSE501 C(3)NEW HAVEN, CT, US$500
Filing and Contact Details

Filer

EIN
13-3381799
Raw XML AppendixShowing 400 of 430 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
AccountingFeesSchedule/AccountingFees/Amount02110
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02110
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue06020
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue210000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue30
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue415800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue50
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue610075
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV07000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV29993
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV30
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV412998
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV50
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV610975
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0HANESBRANDS INC SR NT FLT 14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1OVERSEAS SHIPHOLDING GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2CAMERON INTL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3COMMONWEALTH OF AUSTRALIA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4INTL BANK RECON & DEVELOP EURO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JONES GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6VULCAN MATERIAL SR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue113213
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue218117
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue314525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue47624
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue519919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue613057
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue714732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue89957
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue915277
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1017785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1116222
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1213857
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue135400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue149207
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1510260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1611604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue179323
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue187055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue197871
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2112457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2214804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2311822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2412974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV017183
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV123312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV221920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV333819
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV418290
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV524128
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV626842
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV728308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV821009
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV928010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1020630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1127525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1217212
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV138952
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1420745
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1518929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1626982
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1713955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1818290
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1924762
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2126940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2219230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2312660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2413782
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2PLUM CREEK TIMBER CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DIAGEO PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5VARIAN MEDICAL SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ACCENTURE LTD CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9COACH INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10LOEWS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13HEINEKEN N V ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NESTLE SA-SPONSORED ADR REPSTG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CENOVUS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18DARLING INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19HOLLYFRONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22UNIFI INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23CBL & ASSOCIATES PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JOHNSON & JOHNSON
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount016696
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-4509
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount012187
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA012187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02110
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps019300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss019300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss02110
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm016696
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss016696
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-13087
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice057466
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-4509
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08775
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss05653
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0158
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps019300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss027384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses014297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08084
IRS990PF/BalanceSheets/CashBOY03256
IRS990PF/BalanceSheets/CashEOY027901
IRS990PF/BalanceSheets/CashEOYFMV027901
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY087533
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY041895
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV040966
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0286287
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0294193
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0513415
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0377076
IRS990PF/BalanceSheets/RetainedEarningsEOY0363989
IRS990PF/BalanceSheets/TotalAssetsBOY0377076
IRS990PF/BalanceSheets/TotalAssetsEOY0363989
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0582282
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0377076
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0363989
IRS990PF/BalanceSheets/TotalNetAssetsBOY0377076
IRS990PF/BalanceSheets/TotalNetAssetsEOY0363989
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-4509
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis07600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18737
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis220358
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis325280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0200 SHARES FACEBOOK INC CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1300 SHARES SYSCO CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SEE ATTACHED STATEMENT A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3SEE ATTACHED STATEMENT A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1298
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-1880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1298
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-1880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice06302
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice218819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice323400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13087
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0363989
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0377076
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0363989
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026789
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026789
IRS990PF/DistributableAmount/DistributableAmountBeforeDed026789
IRS990PF/DistributableAmount/MinimumInvestmentReturn026965
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0176
IRS990PF/DistributableAmount/TotalTax0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0582282
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0547520
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances013257
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0534263
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08213
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn026965
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0539307
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0547520
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL A KANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JACQUELINE KANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR as req'd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR as req'd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1060 Bayberry Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111519 Beacon Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Westport
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Brookline
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006880
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102446
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct045677
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets045589
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.084532
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05356
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.055574
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.067859
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.153736
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.091931
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0539307
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10522779
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20458850
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30397882
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40530129
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50595144
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome088
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions019300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1028000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2025500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4081500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5054712
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.42266
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions019300
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions019300
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions019300
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BERDON LLP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02128320400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10360 MADISON AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0New York
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010017
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0MICHAEL KANN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0general purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1general purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Cystic Fibrosis Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Middlebury College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Kingsborough Community College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Caroline House
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Partners in Health
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PLANNED PARENTHOOD SOUTHERN NEW ENGLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501 C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine106931 Arlington Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11old chapel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122001 Oriental Boulevard
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13574 Stillman Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14888 COMMONWEALTH AVENUE 3RD FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15345 WHITNEY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Bethesda
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Middlebury
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Brooklyn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Bridgeport
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode105753
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode211235
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306608
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506511
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear019300
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear019300
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted026789
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102024
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202991
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear307225
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4055326
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5025878
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus07489
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY07489
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5018389
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear067566
IRS990PF/UndistributedIncome/ExcessFromYear102024
IRS990PF/UndistributedIncome/ExcessFromYear202991
IRS990PF/UndistributedIncome/ExcessFromYear307225
IRS990PF/UndistributedIncome/ExcessFromYear4055326
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions019300
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus085955
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover093444
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEE
OtherExpensesSchedule/OtherExpenses/Description1ALM MARKETING FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05523
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1130
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05523
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1130
TaxesSchedule/Taxes/Amount0158

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
$363,989
Liabilities
$0
Net assets
$363,989
Revenue
-
Expenses
$27,384
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.68$0.58$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.25$0.52$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.65$0.66$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.19$0.37$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.53$0.61$0.08
2020Summary only. Only limited summary data is available for this year.$2.92$0.00$0.33$0.44$0.12
2019Summary only. Only limited summary data is available for this year.$3.03$0.00$0.02$0.46$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.57$0.30$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.19$0.47$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.29$0.34$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24$0.46$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.46$0.29$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.31$0.38$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.37