Civic Intelligence

Anne Anastasi Charitable Foundation

990PF • Fiscal year 2016 • EIN 13-4013290

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 29, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,291,506

Down $75,302 (-1.4%) from 2015

Net Assets

$5,291,506

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin15th percentile

Revenue

Up

$270,035

Up $36,124 (+15%) from 2015

Expenses

Up

$345,337

Up $8,180 (+2.4%) from 2015

Net Income

Up

-$75,302

Up $27,944 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,311,514Liabilities 2011: $4,3402011Assets 2012: $5,169,009Liabilities 2012: $0Net Assets 2012: $5,169,0092012Assets 2013: $5,561,403Liabilities 2013: $0Net Assets 2013: $5,561,4032013Assets 2014: $5,470,054Liabilities 2014: $0Net Assets 2014: $5,470,0542014Assets 2015: $5,366,808Liabilities 2015: $12015Assets 2016: $5,291,506Liabilities 2016: $0Net Assets 2016: $5,291,5062016Assets 2019: $5,270,391Liabilities 2019: $0Net Assets 2019: $5,270,3912019Assets 2020: $4,923,626Liabilities 2020: $0Net Assets 2020: $4,923,6262020Assets 2021: $4,928,297Liabilities 2021: $12021Assets 2022: $4,643,248Liabilities 2022: $0Net Assets 2022: $4,643,2482022Assets 2023: $4,508,118Liabilities 2023: $12023Assets 2024: $4,376,945Liabilities 2024: $0Net Assets 2024: $4,376,9452024

Highlighted filing

2016

Assets$5,291,506
Liabilities$0
Net Assets$5,291,506
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $244,704Expenses 2011: $322,605Net Income 2011: -$77,9012011Expenses 2012: $330,4592012Revenue 2013: $719,281Expenses 2013: $326,887Net Income 2013: $392,3942013Revenue 2014: $233,912Expenses 2014: $325,261Net Income 2014: -$91,3492014Revenue 2015: $233,911Expenses 2015: $337,157Net Income 2015: -$103,2462015Revenue 2016: $270,035Expenses 2016: $345,337Net Income 2016: -$75,3022016Revenue 2019: $450,067Expenses 2019: $364,387Net Income 2019: $85,6802019Revenue 2020: -$9,958Expenses 2020: $336,807Net Income 2020: -$346,7652020Revenue 2021: $360,779Expenses 2021: $358,108Net Income 2021: $2,6712021Revenue 2022: $51,891Expenses 2022: $339,940Net Income 2022: -$288,0492022Revenue 2023: $186,347Expenses 2023: $321,477Net Income 2023: -$135,1302023Revenue 2024: $178,429Expenses 2024: $309,602Net Income 2024: -$131,1732024

Highlighted filing

2016

Revenue$270,035
Expenses$345,337
Net Income-$75,302
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 29, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian BehanDirector / Treas-$0--
Brian DaveyDirector-$0--
De Anna GalenteDirector-$0--
Jonathan Nicholas GalenteChairman Of The Board-$0--
Vincent P GianatasioDirector / Sec-$0--
Phil GrecoVP / Director-$0--
Xavier MaciasDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKENT FIRE DISTRICT NUMBER ONEGeneral & UnrestrictedGOVCARMEL, NY, US$14,500
Paid GrantFRANCISCAN FRIARS OF THE ATONEMENTGeneral & UnrestrictedPCGARRISON, NY, US$12,500
Paid GrantLE CATS ON THE WATERGeneral & UnrestrictedPCWHITESTONE, NY, US$12,500
Paid GrantFRANCISCAN SISTERS OF THE ATONEMENTGeneral & UnrestrictedPCGARRISON, NY, US$12,000
Paid GrantCARDINAL MCCLOSKEY SCHOOL & HOME FOR CHILDREN INCGeneral & UnrestrictedPCVALHALLA, NY, US$11,500
Paid GrantSPACE ON THE FARM INCGeneral & UnrestrictedPCNEW YORK, NY, US$10,400
Paid GrantPSI BETA INCGeneral & UnrestrictedPCWICHITA, KS, US$10,000
Paid GrantST BARNABAS HOSPITALGeneral & UnrestrictedPCBRONX, NY, US$10,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF BROWARD COUNTYGreater Hollywood YMCA DivisionPCFT LAUDERDALE, FL, US$10,000
Paid GrantGARRISONS LANDING ASSOCIATION INCGeneral & UnrestrictedPCGARRISON, NY, US$8,500
Paid GrantPUTNAM ARTS COUNCILGeneral & UnrestrictedPCMAHOPAC, NY, US$8,000
Paid GrantPUTNAM VALLEY COMMUNITY FOOD PANTRY LTDGeneral & UnrestrictedPCPUTNAM VALLEY, NY, US$8,000
Paid GrantTOMPKINS CORNERS CULTURAL CENTER INCGeneral & UnrestrictedPCPUTNAM VALLEY, NY, US$8,000
Paid GrantCONSTITUTION ISLAND ASSOCIATION INCGeneral & UnrestrictedPCCOLD SPRING, NY, US$7,000
Paid GrantKIDNEYLIFE FOUNDATION INCGeneral & UnrestrictedPCBABYLON, NY, US$6,000
Paid GrantBLESSED MARGARETS CANCER RELIEF FUND INCGeneral & UnrestrictedPCHAWTHORNE, NY, US$5,000
Paid GrantBLYTHEDALE CHILDREN'S HOSPITALGeneral & UnrestrictedPCVALHALLA, NY, US$5,000
Paid GrantBOSTON COLLEGEGeneral & UnrestrictedPCCHESTNUT HILL, MA, US$5,000
Paid GrantDANBURY HOSPITALGeneral & UnrestrictedPCDANBURY, CT, US$5,000
Paid GrantHOLLYWOOD ART AND CULTURE CENTER INCGeneral & UnrestrictedPCHOLLYWOOD, FL, US$5,000
Paid GrantMONASTERY OF ST CLARE-FRANCISCAN POOR CLARE NUNSGeneral & UnrestrictedPCWAPPINGERS FL, NY, US$5,000
Paid GrantNEW YORK FOUNDLING HOSPITAL CENTER FOR PEDIATRIC MGeneral & UnrestrictedPCYONKERS, NY, US$5,000
Paid GrantSERVANTS OF RELIEF FOR INCURABLE CANCERGeneral & UnrestrictedPCHAWTHORNE, NY, US$5,000
Paid GrantST CHRISTOPHERS INN INCGeneral & UnrestrictedPCGARRISON, NY, US$5,000
Paid GrantWESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INCGeneral & UnrestrictedPCELMSFORD, NY, US$5,000
Paid GrantCOLLABORATIVE CONCEPTS INCGeneral & UnrestrictedPCPUTNAM VALLEY, NY, US$3,000
Paid GrantFRIENDS OF THE CHILDREN NEW YORKGeneral & UnrestrictedPCNEW YORK, NY, US$2,500
Paid GrantHABITAT FOR HUMANITY INTERNATIONAL INCGeneral & UnrestrictedPCCARMEL, NY, US$2,500
Paid GrantNEWBURGH MINISTRY INCGeneral & UnrestrictedPCNEWBURGH, NY, US$2,500
Paid GrantTOWN OF PUTNAM VALLEYGeneral & UnrestrictedGOVPUTNAM VALLEY, NY, US$2,500
Paid GrantTRINITY LUTHERAN CHURCHGeneral & UnrestrictedPCBREWSTER, NY, US$2,500
Paid GrantWESTCHESTER CHILDRENS ASSOCIATION INCGeneral & UnrestrictedPCWHITE PLAINS, NY, US$2,500
Paid GrantAVON WALK FOR BREAST CANCER - SAN FRANCISCOGeneral & UnrestrictedPCSAN FRANCISCO, CA, US$1,500
Paid GrantFRIENDLY & FERAL CAT RESCUEGeneral & UnrestrictedPCSCHAUMBURG, IL, US$1,500
Paid GrantPUTNAM COUNTY COMMISSIONER OF FINANCEGeneral & UnrestrictedGOVCARMEL, NY, US$1,500
Paid GrantREACT INTERNATIONALGeneral & UnrestrictedPCHOLMES, NY, US$1,500
Paid GrantPUTNAM HISTORY MUSEUMGeneral & UnrestrictedPCCOLD SPRING, NY, US$1,200
Paid GrantARTS ON THE LAKE INCGeneral & UnrestrictedPCCARMEL, NY, US$1,000
Paid GrantFRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY INGeneral & UnrestrictedPCCARMEL, NY, US$1,000
Paid GrantPUTNAM COUNTY VOLUNTEER FIREMENS ASSOCIATIONGeneral & UnrestrictedPCDOVER PLAINS, NY, US$1,000
Paid GrantPUTNAM FELINES INCGeneral & UnrestrictedPCPUTNAM VALLEY, NY, US$1,000
Paid GrantKENT HISTORICAL SOCIETYGeneral & UnrestrictedPCCARMEL, NY, US$500
Filing and Contact Details

Filer

Filer Name
Anne Anastasi Charitable Foundation
EIN
13-4013290
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jonathan Galente
Title
chariman of board
Phone
8008391754
Signed
2017-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8739072
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FACEBOOK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HEALTHCARE TRUST OF AMERICA IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VECTOR GROUP LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81W. P. CAREY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WESTAR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87XCEL ENERGY INC
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01886
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt047519
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt070
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0345337
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0270035
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03790
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02220
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03790
IRS990PF/FMVAssetsEOYAmt05960170
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0505009
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04301342
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03915654
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026579

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,291,506
Liabilities
$0
Net assets
$5,291,506
Revenue
$270,035
Expenses
$345,337
Net income
-$75,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.18$0.31$0.13
2023Summary only. Only limited summary data is available for this year.$4.51$0.00$0.19$0.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.05$0.34$0.29
2021Summary only. Only limited summary data is available for this year.$4.93$0.00$0.36$0.36$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.01$0.34$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.45$0.36$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.27$0.35$0.08
2015Summary only. Only limited summary data is available for this year.$5.37$0.00$0.23$0.34$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.23$0.33$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.72$0.33$0.39
2012Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.33
2011Summary only. Only limited summary data is available for this year.$5.31$0.00$0.24$0.32$0.08