Civic Intelligence

Jjj Charitable Foundation

990PF • Fiscal year 2019 • EIN 13-3932002

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

Organization Profile
201 Tresser Blvd Suite 300Stamford, CT 06901

(203) 595-4500

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

96th percentile

64%

Faster asset growth than 96% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1140%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$26,331,938

Up $10,247,675 (+64%) from 2018

Net Assets

Up

$26,331,938

Up $10,247,675 (+64%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

Up

$11,125,197

Up $10,227,918 (+1140%) from 2018

Expenses

Up

$2,223,321

Up $1,165,077 (+110%) from 2018

Net Income

Up

$8,901,876

Up $9,062,841 (+5630%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$40M$30M$20M$10M$0Assets 2011: $10,653,326Liabilities 2011: $02011Assets 2012: $10,923,391Liabilities 2012: $02012Assets 2013: $13,547,957Liabilities 2013: $02013Assets 2014: $15,068,575Liabilities 2014: $02014Assets 2015: $15,820,495Liabilities 2015: $0Net Assets 2015: $15,820,4952015Assets 2016: $14,867,250Liabilities 2016: $0Net Assets 2016: $14,867,2502016Assets 2017: $15,241,302Liabilities 2017: $0Net Assets 2017: $15,241,3022017Assets 2018: $16,084,263Liabilities 2018: $0Net Assets 2018: $16,084,2632018Assets 2019: $26,331,938Liabilities 2019: $0Net Assets 2019: $26,331,9382019Assets 2020: $26,765,478Liabilities 2020: $0Net Assets 2020: $26,765,4782020Assets 2021: $29,255,322Liabilities 2021: $0Net Assets 2021: $29,255,3222021Assets 2022: $28,642,354Liabilities 2022: $5,000Net Assets 2022: $28,637,3542022Assets 2023: $29,420,732Liabilities 2023: $0Net Assets 2023: $29,420,7322023Assets 2024: $30,808,958Liabilities 2024: $0Net Assets 2024: $30,808,9582024

Highlighted filing

2019

Assets$26,331,938
Liabilities$0
Net Assets$26,331,938
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $972,765Expenses 2011: $1,249,354Net Income 2011: -$276,5892011Revenue 2012: $1,197,688Expenses 2012: $881,404Net Income 2012: $316,2842012Revenue 2013: $2,745,993Expenses 2013: $1,029,950Net Income 2013: $1,716,0432013Revenue 2014: $3,128,826Expenses 2014: $1,085,832Net Income 2014: $2,042,9942014Revenue 2015: $1,515,602Expenses 2015: $861,814Net Income 2015: $653,7882015Revenue 2016: $60,331Expenses 2016: $905,222Net Income 2016: -$844,8912016Revenue 2017: $2,270,138Expenses 2017: $1,237,946Net Income 2017: $1,032,1922017Revenue 2018: $897,279Expenses 2018: $1,058,244Net Income 2018: -$160,9652018Revenue 2019: $11,125,197Expenses 2019: $2,223,321Net Income 2019: $8,901,8762019Revenue 2020: $2,463,596Expenses 2020: $2,149,112Net Income 2020: $314,4842020Revenue 2021: $4,739,296Expenses 2021: $2,249,451Net Income 2021: $2,489,8452021Revenue 2022: $1,462,717Expenses 2022: $2,080,685Net Income 2022: -$617,9682022Revenue 2023: $3,160,646Expenses 2023: $2,371,581Net Income 2023: $789,0652023Revenue 2024: $3,530,560Expenses 2024: $2,142,334Net Income 2024: $1,388,2262024

Highlighted filing

2019

Revenue$11,125,197
Expenses$2,223,321
Net Income$8,901,876
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANET H IRWINPresidentPT$0--
ANNA M IRWINDirectorPT$0--
LAURA SELZTERAssistant TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Jjj Charitable Foundation
EIN
13-3932002
Phone
2035954500
Address
201 TRESSER BLVD SUITE 300, STAMFORD, CT 06901

Signing Officer

Name
John N Irwin Iii
Title
Director
Phone
2035954500
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Zook Dinon Pa
Address
509 S LENOLA ROAD BLDG 1, MOORESTOWN, NJ 08057
Preparer
Stephen P Gessner CPA
Phone
8562340900
Raw XML AppendixShowing 400 of 989 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-11507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-11556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-49162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-36016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt993273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1352512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1661981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17206617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1810515097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt202537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2125573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt493273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt752512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92562130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10351822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110830865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1425573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FORTRESS TRANSPORTATION AND INFRASTRUCTURE LLC (EIN: 32.0434238)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WCMP III, LP (EIN:74-3115795)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WCMP III, LP (EIN:74-3115795) 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CYPRIUM INVESTORS III, LP (EIN: 05-0632578)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CYPRIUM INVESTORS III, LP (EIN: 05-0632578)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SFW CAPITAL PARTNERS FUND LP (EIN: 20-5944156)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BROOKSIDE REALTY VENTURES III LLC (EIN:27-2584176) 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MCR MARYLAND LLC (EIN: 46-1222067)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BEP PRIVATE EQUITY SRS F1 (EIN: 36-4865437)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BEP PRIVATE EQUITY SRS F1 (EIN: 36-4865437)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BEP PRIVATE EQUITY SRS F1 (EIN: 36-4865437) 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BEP PRIVATE EQUITY SRS F1 (EIN: 36-4865437) 1256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449) 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PRIVATE ADVISORS SECONDARY FUND V, LP (EIN: 47-4252449) 1256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CURALEAF HOLDINGS INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19JCR INCOME PLUS FUND IV Q LP (EIN: 82-1507040)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20JCR INCOME PLUS FUND IV Q LP (EIN: 82-1507040) 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21XCOVERY INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010866208
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08901876
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01345799
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt026331938
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016084263
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt026331938
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01467722
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01467722
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01467722
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01683987
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0216265
IRS990PF/DistributableAmountGrp/TotalTaxAmt0216265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0210000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0216265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0216265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0216265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0229693
IRS990PF/FMVAssetsEOYAmt034680917
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029449
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0113319
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0113319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0920530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04023061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05251271
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt016084263
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt026331938
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09797449
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016661617
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt023782386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05336835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05533941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05533941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016084263
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt026331938
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt034680917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016084263
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt026331938
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016084263
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt026331938
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034192637
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06845204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011064760
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0512890
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016282673
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01683987
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033679747
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034192637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEANET H IRWIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNA M IRWIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURA SELZTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 TRESSER BLVD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1201 TRESSER BLVD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 TRESSER BLVD SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STAMFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STAMFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STAMFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01775697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01883829

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,331,938
Liabilities
$0
Net assets
$26,331,938
Revenue
$11,125,197
Expenses
$2,223,321
Net income
$8,901,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$3.53$2.14$1.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$0.00$29.4$3.16$2.37$0.79
2022Detailed filing. Detailed filing data is available for this year.$28.6$0.01$28.6$1.46$2.08$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.00$29.3$4.74$2.25$2.49
2020Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$2.46$2.15$0.31
2019Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$11.1$2.22$8.90
2018Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.90$1.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$2.27$1.24$1.03
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.06$0.91$0.84
2015Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.52$0.86$0.65
2014Summary only. Only limited summary data is available for this year.$15.1$0.00$3.13$1.09$2.04
2013Summary only. Only limited summary data is available for this year.$13.5$0.00$2.75$1.03$1.72
2012Summary only. Only limited summary data is available for this year.$10.9$0.00$1.20$0.88$0.32
2011Summary only. Only limited summary data is available for this year.$10.7$0.00$0.97$1.25$0.28