Civic Intelligence

Carroll Petrie Foundation

990PF • Fiscal year 2019 • EIN 13-3912203

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile

View Organization Page

55 Hudson YardsNew York, NY 10001

(212) 530-5880

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.08x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

11th percentile

$176,082

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$268,550,344

Up $266,048,768 (+10635%) from 2015

Net Assets

Up

$266,757,324

Up $264,255,748 (+10564%) from 2015

Liabilities

Up

$1,793,020

Up $1,793,020 from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin86th percentile

Revenue

Up

$23,855,973

Up $23,676,846 (+13218%) from 2015

Expenses

Up

$17,210,825

Up $16,792,030 (+4010%) from 2015

Net Income

Up

$6,645,148

Up $6,884,816 (+2873%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400M$300M$200M$100M$0Assets 2011: $2,778,711Liabilities 2011: $0Net Assets 2011: $2,778,7112011Assets 2012: $2,663,714Liabilities 2012: $12012Assets 2013: $2,389,473Liabilities 2013: $02013Assets 2014: $2,731,105Liabilities 2014: $0Net Assets 2014: $2,731,1052014Assets 2015: $2,501,576Liabilities 2015: $0Net Assets 2015: $2,501,5762015Assets 2019: $268,550,344Liabilities 2019: $1,793,020Net Assets 2019: $266,757,3242019Assets 2020: $267,985,256Liabilities 2020: $1,764,061Net Assets 2020: $266,221,1952020Assets 2021: $306,631,944Liabilities 2021: $1,726,840Net Assets 2021: $304,905,1042021Assets 2022: $306,738,321Liabilities 2022: $1,684,202Net Assets 2022: $305,054,1192022Assets 2023: $304,255,746Liabilities 2023: $1,640,541Net Assets 2023: $302,615,2052023Assets 2024: $320,611,220Liabilities 2024: $1,596,333Net Assets 2024: $319,014,8872024

Highlighted filing

2019

Assets$268,550,344
Liabilities$1,793,020
Net Assets$266,757,324
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2011: $1,572,2752011Revenue 2012: $1,956,637Expenses 2012: $2,072,333Net Income 2012: -$115,6962012Revenue 2013: $1,182,918Expenses 2013: $1,454,761Net Income 2013: -$271,8432013Revenue 2014: $1,423,138Expenses 2014: $1,049,564Net Income 2014: $373,5742014Revenue 2015: $179,127Expenses 2015: $418,795Net Income 2015: -$239,6682015Revenue 2019: $23,855,973Expenses 2019: $17,210,825Net Income 2019: $6,645,1482019Revenue 2020: $16,676,448Expenses 2020: $17,119,775Net Income 2020: -$443,3272020Revenue 2021: $55,176,464Expenses 2021: $16,857,550Net Income 2021: $38,318,9142021Revenue 2022: $22,062,020Expenses 2022: $21,870,367Net Income 2022: $191,6532022Revenue 2023: $17,848,874Expenses 2023: $20,244,127Net Income 2023: -$2,395,2532023Revenue 2024: $35,880,569Expenses 2024: $19,427,110Net Income 2024: $16,453,4592024

Highlighted filing

2019

Revenue$23,855,973
Expenses$17,210,825
Net Income$6,645,148
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theodora PortagoExec Dir/PresPT$176,082-$176,082
Camille ManningDir/TreasurerPT$0--
Carolina PortagoDir/VP/SecPT$0--
Filing and Contact Details

Filer

Filer Name
Carroll Petrie Foundation
EIN
13-3912203
Phone
2125305880
Address
55 Hudson Yards, New York, NY 10001

Signing Officer

Name
Theodora Portago
Title
Exec Dir/Pres
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Form 990-PF, Part VII-B, Line 5cExpenditure ResponsibilityGrantee Name: The Donkey SanctuaryAddress: Slade House FarmAddress: Sidmouth, Devon EX10 ONU United KingdomGrant Date: 12/16/2018Grant Amount: $ 10,000Grant Purpose: General supportAmt. Expended by Grantee: $ 10,000Any Diversion by Grantee: NoDates of Reports by Grantee: 7/22/19Date of Verification: N/AResults of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.Grantee Name: The Rato Dratsang FoundationAddress: PO Box 1873Address: New York, NY 10156Grant Date: 12/24/2018Grant Amount: $ 20,000Grant Purpose: General supportAmt. Expended by Grantee: $ 20,000Any Diversion by Grantee: NoDates of Reports by Grantee: 8/30/19Date of Verification: N/AResults of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Attachment to Part I, Line 6 - Net Capital Gain/LossGain/Loss reported in Part IV 7,676,643Passthrough K-1 short-term capital gain/(loss) UBTI -16,570Passthrough K-1 long-term capital gain/(loss) UBTI 42,709Passthrough K-1 1231 gain/(loss) UBTI -120 ___________Total Gain/Loss per Part I, Line 6 $7,702,662
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2Form 990-PF Part II, Line 22 - Charitable Gift Annuity ReserveUnder the terms of the settlement agreement dated November 14, 2017 and formally entered into the record of the New York County Surrogate's Court between the Estate of Carroll Petrie, the Carroll Petrie Foundation ("Foundation") and three individuals (Annuitants) who had been named as beneficiaries of certain unfunded charitable remainder annuity trusts under the will of Mrs. Carroll Petrie, the Carroll Petrie Foundation was obligated to use a distribution in the amount of $3,500,000 from the Estate of Carroll Petrie to establish three charitable gift annuities for the benefit of these individuals in the amount of $1,000,000 each, and to make a lump sum payment to each beneficiary representing the annuities each such individual would have been entitled to receive from the date of Mrs. Petrie's death through the establishment of the charitable gift annuities. The Charities Bureau of the Office of the Attorney General of the State of New York participated in the settlement negotiations and approved the terms of the settlement agreement. In connection therewith, the Foundation requested and received approval from the New York State Department of Financial Services for a special permit to issue said charitable gift annuities, which approval is limited to the issuance of these particular charitable gift annuities. As required by the New York State Department of Financial Services, the Foundation maintains a mandated reserve of $1,793,020 as of December 31, 2019, for the surviving annuitants of which there are two remaining. The Foundation filed its 2019 annual statement of the segregated gift annuity fund with the New York State Department of Financial Services, in accordance with its requirements. The annual annuity payments (total $147,985 per year) are payable to the Annuitants for life. The Annuitants are not related to the Foundation or to any of the managers or directors of the Foundation.
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013479000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010254663
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02047889
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02047889
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06645148
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017547252
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt083732
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt083732
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0199578
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0191972
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0391550
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07702662
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011367669
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt08587
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08587
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01534561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01710625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03854068
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03767027
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0346815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0671809
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt014168
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01574
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt015742
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01636
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0276636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014492410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02294663
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017210825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013662332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023855973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01013410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02294663
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03731825
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01998
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01998
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12513381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2156496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05006766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12513381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2156496
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12513381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2156496
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07676643
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0227353
IRS990PF/DistributableAmountGrp/TotalTaxAmt0227353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0284458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0511811
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0227353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0284458
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0227353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0227353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0511811
IRS990PF/FMVAssetsEOYAmt0318536001
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021431911
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0235118715
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0210118453
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02732311
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01793020
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0230927
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0230927
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0230927
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0237857
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0263317658
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0266757324
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02756927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01698535
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01698535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0266049969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0268550344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0318536001
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02732311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01793020
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0266049969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0268550344
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0263317658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0266757324
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0298798972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01738498
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0105332488
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04481985
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0191727986
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014715849
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0294316987
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0298798972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Perelson Weiner LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1JP Morgan Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Monticello Associates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Milbank LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0477375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1334908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3382859
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Fdn Admin & Investment
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Advisory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0299 Park Avenue 2nd Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1270 Park Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21800 Larimer Street STE 1200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt355 Hudson Yards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd280202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd310001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2176082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Camille Manning
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carolina Portago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Theodora Portago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir/VP/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Exec Dir/Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt055 Hudson Yards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt155 Hudson Yards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt255 Hudson Yards
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210001
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt045719201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt045832878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05615538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01393870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0465435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0364219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0996984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.155340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.00622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.01420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.11404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.62197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0113677

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,550,344
Liabilities
$1,793,020
Net assets
$266,757,324
Revenue
$23,855,973
Expenses
$17,210,825
Net income
$6,645,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$321$1.60$319$35.9$19.4$16.5
2023Detailed filing. Detailed filing data is available for this year.$304$1.64$303$17.8$20.2$2.40
2022Detailed filing. Detailed filing data is available for this year.$307$1.68$305$22.1$21.9$0.19
2021Detailed filing. Detailed filing data is available for this year.$307$1.73$305$55.2$16.9$38.3
2020Detailed filing. Detailed filing data is available for this year.$268$1.76$266$16.7$17.1$0.44
2019Detailed filing. Detailed filing data is available for this year.$269$1.79$267$23.9$17.2$6.65
2015Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.18$0.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.42$1.05$0.37
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$1.18$1.45$0.27
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$1.96$2.07$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.57