Civic Intelligence

The Kohlberg Foundation Inc

990PF • Fiscal year 2018 • EIN 13-3496263

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile

View Organization Page

111 Radio CircleMt Kisco, NY 10549

(914) 242-2388

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

4th percentile

-45%

Higher net margin than 4% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$452,792

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

17th percentile

-4.1%

Faster asset growth than 17% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-28%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$185,724,464

Down $7,875,456 (-4.1%) from 2017

Net Assets

Down

$185,724,267

Down $7,875,580 (-4.1%) from 2017

Liabilities

Up

$197

Up $124 (+170%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin4th percentile

Revenue

Down

$17,724,487

Down $6,883,641 (-28%) from 2017

Expenses

Down

$25,691,409

Down $56,801,351 (-69%) from 2017

Net Income

Up

-$7,966,922

Up $49,917,710 (+86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$300M$200M$100M$0Assets 2011: $272,142,812Liabilities 2011: $02011Assets 2012: $283,892,287Liabilities 2012: $02012Assets 2013: $272,966,282Liabilities 2013: $2902013Assets 2014: $266,804,766Liabilities 2014: $02014Assets 2015: $254,655,734Liabilities 2015: $572015Assets 2016: $245,315,017Liabilities 2016: $0Net Assets 2016: $245,315,0172016Assets 2017: $193,599,920Liabilities 2017: $73Net Assets 2017: $193,599,8472017Assets 2018: $185,724,464Liabilities 2018: $197Net Assets 2018: $185,724,2672018Assets 2019: $183,606,087Liabilities 2019: $231Net Assets 2019: $183,605,8562019Assets 2020: $185,870,269Liabilities 2020: $0Net Assets 2020: $185,870,2692020Assets 2021: $192,188,103Liabilities 2021: $0Net Assets 2021: $192,188,1032021Assets 2022: $188,677,169Liabilities 2022: $0Net Assets 2022: $188,677,1692022Assets 2023: $207,234,230Liabilities 2023: $0Net Assets 2023: $207,234,2302023Assets 2024: $209,571,951Liabilities 2024: $0Net Assets 2024: $209,571,9512024

Highlighted filing

2018

Assets$185,724,464
Liabilities$197
Net Assets$185,724,267
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$100M$50M$0-$50M-$100MRevenue 2011: $11,174,232Expenses 2011: $20,087,162Net Income 2011: -$8,912,9302011Revenue 2012: $31,292,934Expenses 2012: $20,150,570Net Income 2012: $11,142,3642012Revenue 2013: $14,775,387Expenses 2013: $26,390,111Net Income 2013: -$11,614,7242013Revenue 2014: $21,966,634Expenses 2014: $27,669,606Net Income 2014: -$5,702,9722014Revenue 2015: $11,931,123Expenses 2015: $23,049,438Net Income 2015: -$11,118,3152015Revenue 2016: $6,953,607Expenses 2016: $16,257,731Net Income 2016: -$9,304,1242016Revenue 2017: $24,608,128Expenses 2017: $82,492,760Net Income 2017: -$57,884,6322017Revenue 2018: $17,724,487Expenses 2018: $25,691,409Net Income 2018: -$7,966,9222018Revenue 2019: $23,614,156Expenses 2019: $22,815,777Net Income 2019: $798,3792019Revenue 2020: $17,933,951Expenses 2020: $12,698,569Net Income 2020: $5,235,3822020Revenue 2021: $22,929,459Expenses 2021: $12,967,041Net Income 2021: $9,962,4182021Revenue 2022: $18,458,015Expenses 2022: $21,049,890Net Income 2022: -$2,591,8752022Revenue 2023: $11,102,898Expenses 2023: $11,923,085Net Income 2023: -$820,1872023Revenue 2024: $7,852,702Expenses 2024: $12,082,677Net Income 2024: -$4,229,9752024

Highlighted filing

2018

Revenue$17,724,487
Expenses$25,691,409
Net Income-$7,966,922
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy McCabeExec. VP/TreasurerFT$392,815$59,977$452,792
Nancy KohlbergPresident-$0--
Jennifer MagnoneDirector/Secretary-$0--
Les FagenVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Kohlberg Foundation Inc
EIN
13-3496263
Phone
9142422388
Address
111 Radio Circle, Mt Kisco, NY 10549

Signing Officer

Name
Nancy McCabe
Title
Exec. VP
Phone
9142422388
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Marks Paneth Llp
Address
4 Manhattanville Road, Purchase, NY 10577
Preparer
Lawrence Goldberg
Phone
9145249000
Raw XML AppendixShowing 400 of 2,485 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/AccountingFeesDetail/Amt039000
AccountingFeesSchedule/AccountingFeesDetail/Amt12828
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Marks Paneth
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Prestige HR service fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt028817
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12797
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02002-02-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12007-12-13
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22009-03-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32013-11-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42006-01-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52010-01-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62010-09-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72011-12-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82011-12-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92012-09-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102013-11-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt111998-09-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122015-01-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132015-01-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142015-01-05
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152015-02-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162015-07-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172016-03-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182016-03-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192016-03-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202016-04-20
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt03410
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12540
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22738
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3115
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt41078
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt55625
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt63123
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7886
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8754
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9674
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt101319
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1110239
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12380
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt13311
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt142091
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt155430
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt161993
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt17842
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt181050
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19150
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt20853
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10242
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt110
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt130
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14418
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt151086
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt16399
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt17168
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18210
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1930
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20171
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt13.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt23.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt33.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt117.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt123.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt133.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt145.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt155.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt165.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt175.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt195.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt205.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03410
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12540
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22738
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt41078
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt55625
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt63123
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7886
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8754
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9674
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt101077
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1110239
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12380
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13311
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt141256
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt153173
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16963
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17294
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18376
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1955
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20285
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Software
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Software
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Software
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Lenovo 3 yr onsite warranty
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Projector
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Telephones
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Telephones
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Computer Hardware
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8Computer Hardware
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10Lenovo Thinkpad
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11Furniture
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14COMPUTER Hardware
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15HP Server Installation (Roundtable)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Firewall and router (plus labor Roundtable)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17HP Desktop Pro (Amanda's computer)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18HP ProBook 650 (Janet's laptop)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19HP Business P232 23" LED LCD Monitor (Janet)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20HP Business Desktop Prodesk 40 (Rita's computer)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Camalotte Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Camalotte Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2Cardinal Brook Trust
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3Kisco Cares Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4Kisco Cares Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5Kovin Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6Kovin Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt011/6/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt111/6/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt210/24/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt39/20/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt49/20/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt506/10/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt606/10/19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt048889
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1919741
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt3100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt41119335
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt51160000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt60
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt013800000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt216000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt314000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt42000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt52000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt614000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02017-12-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12017-12-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22017-12-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32017-12-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42017-12-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52017-11-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62017-11-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Capital endowment grant to support grantee's 501(c)(3) exempt purposes
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1To support grantee's 501(c)(3) exempt purpose
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Capital endowment grant to support grantee's 501(c)(3) exempt purposes
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3Capital endowment grant to support grantee's 501(c)(3) exempt purposes
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4To support grantee's 501(c)(3) exempt purpose
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5To support grantee's 501(c)(3) exempt purpose
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6Capital endowment grant to support grantee's 501(c)(3) exempt purposes
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The Foundation reviewed the grant report on 11-14-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1The Foundation reviewed the grant report on 11-14-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2The Foundation reviewed the grant report on 11-4-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3The Foundation reviewed the grant report on 11-11-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4The Foundation reviewed the grant report on 11-11-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5The Foundation reviewed the grant report on 11-4-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6The Foundation reviewed the grant report on 11-4-19 but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0c/o James Kohlberg 3000 Alpine Rd
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1c/o James Kohlberg 3000 Alpine Rd
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2c/o Kahn Litwin Renza 99 Summer St
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3c/o Kisco Senior Living 5790 Fleet
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4c/o Kisco Senior Living 5790 Fleet
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5c/o Eccles Co 6 Beacon St
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6c/o Eccles Co 6 Beacon St
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt0Ste 100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt1Ste 100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt2Ste 520
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt3St Ste 300
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt4St Ste 300
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Menlo Park
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1Menlo Park
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3Carlsbad
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4Carlsbad
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6Boston
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd092008
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd192008
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd202110
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd392008
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd492008
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd520109
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd620109
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990PF, Part VII-B, Line 1a(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 4720 Exception explanation
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The organization pays reasonable compensation to an officer of the corporation. This meets the exception; therefore, Form 4720 has not been prepared.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0NEXTERA ENERGY PARTNERS LP NTS 144A RATE 01.500% MATURES 09/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SM ENERGY CO NTS CONV B/E RATE 01.500% MATURES 07/01/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DYCOM INDUSTRIES INC NTS CONV B/E RATE 00.750% MATURES 09/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BARCLAYS BK PLC CONV ZERO CPN RATE 00.000% MATURES 09/26/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BARCLAYS BK PLC CONV ZERO CPN RATE 00.000% MATURES 10/30/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5SOCIETE GENERALE SA MTN CONV B/E RATE 00.000% MATURES 11/16/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6HERCULES CPTL INC NTS CONV B/E 144A RATE 04.375% MATURES 02/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PACIRA PHARMACEUTICALS INC NTS RATE 02.375% MATURES 04/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BLACKSTONE MTG TR INC NTS CONV RATE 04.375% MATURES 05/05/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9ATLAS AIR WORLDWIDE HOLDINGS RATE 02.250% MATURES 06/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10SYNAPTICS INC NTS CONV B/E RATE 00.500% MATURES 06/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11RESOURCE CAPITAL CORP NTS CONV RATE 04.500% MATURES 08/15/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12APOLLO COMMERCIAL NTS CONV B/E RATE 04.750% MATURES 08/23/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13HANNON ARMSTRONG SUSTAIN CALL@MW+50BP RATE 04.125% MATURES 09/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14II-VI INC NTS CONV B/E RATE 00.250% MATURES 09/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15GRANITE POINT MORTGAGE CONV B/E RATE 05.625% MATURES 12/01/22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16SUPERNUS PHARMACEUTICALS 144A NTS CONV RATE 00.625% MATURES 04/01/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17JPMORGAN CHASE FINL NTS CONV RATE 00.00% MATURES 04/21/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18JPMORGAN CHASE FINL NTS CONV RATE 00.00% MATURES 10/16/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19BOFA FIN LLC NTS CONV B/E RATE 00.25% MATURES 05/01/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20BOFA FIN LLC NTS CONV ZERO CPN RATE 000.00% MATURES 09/28/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21REDWOOD TRUST INC NTS CONV B/E RATE 04.750% MATURES 08/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22VIAVI SOLUTIONS INC NTS CONV B/E 144A RATE 01.750% MATURES 06/01/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23FTI CONSULTING INC NTS CONV 144A RATE 02.00% MATURES 08/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24HELIX ENERGY SOLUTIONS NTS CONV RATE 04.125% MATURES 09/15/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25LUMENTUM HLDINGS INCORP NTS CONV RATE 00.250% MATURES 03/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26KAMAN CORP NTS CONV B/E RATE 03.250% MATURES 05/01/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27TWITTER INC NTS CONV B/E 144A RATE 00.250% MATURES 06/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28AIR TRANS SVCS GROUP INC NTS CONV RATE 01.125% MATURES 10/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29AKAMAI TECHNOLOGIES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30FINISAR CORP NTS CONV B/E RATE 00.500% MATURES 12/15/36
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31HCI GROUP INC NTS CONV B/E 144A RATE 04.250% MATURES 03/01/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32AMTR FINL SVCS INC CONV B/E RATE 02.750% MATURES 12/15/44
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33EZCORP INC NTS CONV B/E 144A RATE 02/375% MATURES 05/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34VISHAY INTERTECHNOLOGY 144A NTS CONV RATE 02.250% MATURES 06/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35CALAMP CORP NTS CONV B/E RATE 02.000% MATURES 08/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36TUTOR PERINI CORP NTS B/E RATE 02.875% MATURES 06/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37GS FIN CORP MED TERM NTS B/E RATE 00.000% MATURES 09/28/23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0246250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1133248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2200193
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4183038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5186098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6108330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7111447
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8138370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9149809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10124893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11139095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12216678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13135571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14190057
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15204340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16170097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17204913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18220000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19186001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21106733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22137811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23158067
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2468360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25158732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26147072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27150563
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28246094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29166153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30122589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31165328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32215076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33145489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34143413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35148058
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36259756
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37201979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0239710
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1126413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2193124
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3185140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4188362
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5164472
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6100318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7107123
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8134289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9168667
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10118301
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11132215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12203175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13121735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14194318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15199036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16154160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17195040
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18202774
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19176500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20187540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2198034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22136507
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23162032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2461719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25158515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26144843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27130728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28238098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29158650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30115805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31181562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32235063
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33113738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34136228
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35135300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36230113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37183340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013953369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14801800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24743731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32089224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42196627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53455288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64745209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74636865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813442177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912572322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105161356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115285089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123266336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13197025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14515913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15510015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1674095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17417223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18365685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19238195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20343535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21202693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22316050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23494062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24429372

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,724,464
Liabilities
$197
Net assets
$185,724,267
Revenue
$17,724,487
Expenses
$25,691,409
Net income
-$7,966,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$210$0.00$210$7.85$12.1$4.23
2023Detailed filing. Detailed filing data is available for this year.$207$0.00$207$11.1$11.9$0.82
2022Detailed filing. Detailed filing data is available for this year.$189$0.00$189$18.5$21.0$2.59
2021Detailed filing. Detailed filing data is available for this year.$192$0.00$192$22.9$13.0$9.96
2020Detailed filing. Detailed filing data is available for this year.$186$0.00$186$17.9$12.7$5.24
2019Detailed filing. Detailed filing data is available for this year.$184$0.00$184$23.6$22.8$0.80
2018Detailed filing. Detailed filing data is available for this year.$186$0.00$186$17.7$25.7$7.97
2017Detailed filing. Detailed filing data is available for this year.$194$0.00$194$24.6$82.5$57.9
2016Detailed filing. Detailed filing data is available for this year.$245$0.00$245$6.95$16.3$9.30
2015Summary only. Only limited summary data is available for this year.$255$0.00$11.9$23.0$11.1
2014Summary only. Only limited summary data is available for this year.$267$0.00$22.0$27.7$5.70
2013Summary only. Only limited summary data is available for this year.$273$0.00$14.8$26.4$11.6
2012Summary only. Only limited summary data is available for this year.$284$0.00$31.3$20.2$11.1
2011Summary only. Only limited summary data is available for this year.$272$0.00$11.2$20.1$8.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $100M-$250M nonprofits