Civic Intelligence

Gardner Cowles III Charitable Foundation

990PF • Fiscal year 2015 • EIN 13-3444590

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 20, 2016

200 Little Harbour LaneNaples, FL 34102

(727) 864-1740

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

2.3%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$639,676

Up $14,494 (+2.3%) from 2014

Net Assets

Up

$639,676

Up $14,494 (+2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$62,377

Down $13,037 (-17%) from 2014

Expenses

Down

$47,883

Down $14,656 (-23%) from 2014

Net Income

Up

$14,494

Up $1,619 (+13%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $619,935Liabilities 2010: $0Net Assets 2010: $619,9352010Assets 2011: $619,856Liabilities 2011: $0Net Assets 2011: $619,8562011Assets 2012: $616,736Liabilities 2012: $0Net Assets 2012: $616,7362012Assets 2013: $612,307Liabilities 2013: $0Net Assets 2013: $612,3072013Assets 2014: $625,182Liabilities 2014: $0Net Assets 2014: $625,1822014Assets 2015: $639,676Liabilities 2015: $0Net Assets 2015: $639,6762015Assets 2016: $608,552Liabilities 2016: $0Net Assets 2016: $608,5522016Assets 2017: $592,716Liabilities 2017: $0Net Assets 2017: $592,7162017Assets 2018: $588,240Liabilities 2018: $0Net Assets 2018: $588,2402018Assets 2019: $533,628Liabilities 2019: $0Net Assets 2019: $533,6282019Assets 2020: $514,088Liabilities 2020: $0Net Assets 2020: $514,0882020Assets 2021: $530,663Liabilities 2021: $0Net Assets 2021: $530,6632021Assets 2022: $545,430Liabilities 2022: $31,430Net Assets 2022: $514,0002022Assets 2023: $495,453Liabilities 2023: $0Net Assets 2023: $495,4532023Assets 2024: $469,772Liabilities 2024: $0Net Assets 2024: $469,7722024

Highlighted filing

2015

Assets$639,676
Liabilities$0
Net Assets$639,676

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $71,7892010Expenses 2011: $22,1432011Expenses 2012: $24,5232012Revenue 2013: $41,588Expenses 2013: $46,017Net Income 2013: -$4,4292013Revenue 2014: $75,414Expenses 2014: $62,539Net Income 2014: $12,8752014Revenue 2015: $62,377Expenses 2015: $47,883Net Income 2015: $14,4942015Revenue 2016: $26,068Expenses 2016: $57,192Net Income 2016: -$31,1242016Revenue 2017: $33,393Expenses 2017: $49,229Net Income 2017: -$15,8362017Revenue 2018: $51,672Expenses 2018: $56,148Net Income 2018: -$4,4762018Revenue 2019: -$6,304Expenses 2019: $48,308Net Income 2019: -$54,6122019Revenue 2020: $28,716Expenses 2020: $48,256Net Income 2020: -$19,5402020Revenue 2021: $59,174Expenses 2021: $42,599Net Income 2021: $16,5752021Revenue 2022: $29,222Expenses 2022: $45,885Net Income 2022: -$16,6632022Revenue 2023: $24,573Expenses 2023: $48,120Net Income 2023: -$23,5472023Revenue 2024: $16,338Expenses 2024: $42,019Net Income 2024: -$25,6812024

Highlighted filing

2015

Revenue$62,377
Expenses$47,883
Net Income$14,494
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 20, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARDNER COWLES IIIPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONALEXEMPTBRUNSWICK, ME, US$5,000
Paid Grant-MEDICALEXEMPTNEW YORK, NY, US$5,000
Paid Grant-EDUCATIONALEXEMPTDEERFIELD, MA, US$5,000
Paid Grant-MEDICALEXEMPTRIVERHEAD, NY, US$5,000
Paid Grant-EDUCATIONALEXEMPTSTONY BROOK, NY, US$5,000
Paid Grant-MEDICALEXEMPTSAG HARBOR, NY, US$4,000
Paid Grant-EDUCATIONALEXEMPTSALISBURY, CT, US$4,000
Paid Grant-EDUCATIONALEXEMPTWATERTOWN, CT, US$4,000
Paid Grant-MEDICALEXEMPTSOUTHAMPTON, NY, US$4,000
Paid Grant-PUBLIC SERVICEEXEMPTSAG HARBOR, NY, US$1,000
Paid Grant-PUBLIC SERVICEEXEMPTWAINSCOTT, NY, US$100
Paid Grant-PUBLIC SERVICEEXEMPTSAG HARBOR, NY, US$75
Paid Grant-PUBLIC SERVICEEXEMPTSAG HARBOR, NY, US$75
Filing and Contact Details

Filer

Filer Name
Gardner Cowles Iii Charitable
EIN
13-3444590
Phone
7278641740
Address
200 LITTLE HARBOUR LANE, NAPLES, FL 34102

Signing Officer

Name
Gardner Cowles Iii
Title
President
Phone
6317251700
Signed
2016-01-20

Preparer

Firm
Cullen & Danowski Llp
Address
1650 ROUTE 112, PORT JEFFERSON STA, NY 11776-3060
Preparer
James Danowski CPA
Phone
6314733400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt298505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt356646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0300 SHRS COGNIZANT TECH SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1900 SHRS GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2165 SHRS ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3500 SHRS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4450 SHRS ROCHE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5175 SHRS EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6650 SHRS TAIWAN SMCNDCTR MFG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm780 SHRS GOLDMAN SACHS GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8575 SHRS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm990 SHRS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10200 SHRS COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200 SHRS STATE STREET CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121,000 SHRS KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13160 SHRS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14300 SHRS JACOBS ENGINEERING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15125 SHRS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16270 SHRS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1716 SHRS GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18110 SHRS RALPH LAUREN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19140 SHRS NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20280 SHRS DUNKIN BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21100 SHRS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2255 SHRS W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23210 SHRS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24190 SHRS CARNIVAL CP NEW PAIRED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25100 SHRS PRAXAIR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26165 SHRS WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2795 SHRS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28145 SHRS CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29260 SHRS VANGUARD EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3075 SHRS DIAGEO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31240 SHRS NATIONAL OIL WELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32160 SHRS NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33100 SHRS EXXON MOBIL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3450 SHRS INTL BUSINESS MACHINES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35140 SHRS CDK GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36150 SHRS DEVON ENERGY CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37315 SHRS KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38240 SHRS DUPONT EL DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39225 SHRS QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40500 SHRS EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41225 SHRS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42400 SHRS CABOT OIL & GAS CORP A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43175 SHRS SYNGENTA AD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44125 SHRS ANADARKO PETE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45150 SHRS BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46150 SHRS JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47150 SHRS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48300 SHRS AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49100 SHRS 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5050 SHRS VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51215 SHRS DANAHER CORP DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52185 SHRS T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53325 SHRS COMERICA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54230 SHRS NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55225 SHRS AETNA INC
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.16$0.42$0.26
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.25$0.48$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.31$5.14$0.29$0.46$0.17
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.31$0.00$5.31$0.59$0.43$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.29$0.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.06$0.48$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$0.52$0.56$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.33$0.49$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.26$0.57$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.62$0.48$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.75$0.63$0.13
2013Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.42$0.46$0.04
2012Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.25
2011Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.22
2010Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.72