Civic Intelligence

Nelson Charitable Foundation

990PF • Fiscal year 2018 • EIN 13-4188888

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 29, 2019

Organization Profile
C/O Ota Llc One Manhattanville RdPurchase, NY 10577

(914) 460-4017

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

75%

Higher net margin than 88% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Asset Growth

71st percentile

3.9%

Faster asset growth than 71% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

98%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,403,124

Up $53,028 (+3.9%) from 2017

Net Assets

Up

$1,403,124

Up $53,028 (+3.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin88th percentile

Revenue

Up

$496,291

Up $245,719 (+98%) from 2017

Expenses

Down

$121,699

Down $174,289 (-59%) from 2017

Net Income

Up

$374,592

Up $420,008 (+925%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,438,374Liabilities 2011: $02011Assets 2012: $1,504,957Liabilities 2012: $0Net Assets 2012: $1,504,9572012Assets 2013: $1,547,755Liabilities 2013: $0Net Assets 2013: $1,547,7552013Assets 2014: $1,444,084Liabilities 2014: $0Net Assets 2014: $1,444,0842014Assets 2015: $1,336,801Liabilities 2015: $0Net Assets 2015: $1,336,8012015Assets 2016: $1,188,482Liabilities 2016: $0Net Assets 2016: $1,188,4822016Assets 2017: $1,350,096Liabilities 2017: $0Net Assets 2017: $1,350,0962017Assets 2018: $1,403,124Liabilities 2018: $0Net Assets 2018: $1,403,1242018Assets 2019: $1,403,754Liabilities 2019: $0Net Assets 2019: $1,403,7542019Assets 2020: $1,423,683Liabilities 2020: $0Net Assets 2020: $1,423,6832020Assets 2021: $1,335,957Liabilities 2021: $1,000Net Assets 2021: $1,334,9572021Assets 2022: $1,207,614Liabilities 2022: $0Net Assets 2022: $1,207,6142022Assets 2023: $1,224,114Liabilities 2023: $0Net Assets 2023: $1,224,1142023Assets 2024: $1,298,492Liabilities 2024: $0Net Assets 2024: $1,298,4922024

Highlighted filing

2018

Assets$1,403,124
Liabilities$0
Net Assets$1,403,124
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: -$11,828Expenses 2011: $115,350Net Income 2011: -$127,1782011Expenses 2012: $25,6932012Revenue 2013: $93,753Expenses 2013: $45,219Net Income 2013: $48,5342013Revenue 2014: $65,957Expenses 2014: $108,004Net Income 2014: -$42,0472014Revenue 2015: $27,966Expenses 2015: $150,906Net Income 2015: -$122,9402015Revenue 2016: -$9,266Expenses 2016: $192,947Net Income 2016: -$202,2132016Revenue 2017: $250,572Expenses 2017: $295,988Net Income 2017: -$45,4162017Revenue 2018: $496,291Expenses 2018: $121,699Net Income 2018: $374,5922018Revenue 2019: $97,935Expenses 2019: $105,640Net Income 2019: -$7,7052019Revenue 2020: -$11,359Expenses 2020: $36,796Net Income 2020: -$48,1552020Revenue 2021: $63,024Expenses 2021: $146,815Net Income 2021: -$83,7912021Revenue 2022: -$36,408Expenses 2022: $16,321Net Income 2022: -$52,7292022Revenue 2023: $43,894Expenses 2023: $25,328Net Income 2023: $18,5662023Revenue 2024: $100,501Expenses 2024: $71,285Net Income 2024: $29,2162024

Highlighted filing

2018

Revenue$496,291
Expenses$121,699
Net Income$374,592
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH NELSONPres/TresPT$0--
CYNTHIA NELSONVP, SectPT$0--
RICHARD CAYNEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nelson Charitable Foundation
EIN
13-4188888
Phone
9144604017
Address
C/O OTA LLC ONE MANHATTANVILLE RD, PURCHASE, NY 10577

Signing Officer

Name
Randolph Nelson
Title
President
Phone
9144604017
Signed
2019-10-29
Raw XML AppendixShowing 400 of 644 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AMAZON.COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1ISHS US PFD STOCK ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SPDR WELLS FARGO PFD ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ISHS US PFD STOCK ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4MEDICAL PROPERTIES TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5SPDR WELLS FARGO PFD ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6MEDICAL PROPERTIES TRUST- CAPITAL GAIN DISTRIBUTION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7TOTAL STOCK MARKET INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8MANAGED PAYOUT FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9SHORT TERM CORP BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10CAPITAL GAIN DISTRIBUTION- CHARLES SCHWAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0497248
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52018-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62018-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0492252
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-59091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4759
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-2029
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-17876
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0705760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0705760
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0450161
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt063341
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0121490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0121490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt046105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0374592
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02382260
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0496057
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt017445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0184
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0497248
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-139
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0492252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-59091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-4759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt537746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-17876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0989500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1374998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt348000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5309746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8383115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101669
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/PropertyDesc0AMAZON.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHS US PFD STOCK ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHS US PFD STOCK ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR WELLS FARGO PFD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SPDR WELLS FARGO PFD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MEDICAL PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MEDICAL PROPERTIES- CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TOTAL STOCK MARKET INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MANAGED PAYOUT FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SHORT TERM CORP BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CHARLES SCHWAB- CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0450161
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt017445
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0374592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0381689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt060125
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01784813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01350096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01403124
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt059183
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt059183
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt059183
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069104
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09921
IRS990PF/DistributableAmountGrp/TotalTaxAmt09921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-11718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011718
IRS990PF/FMVAssetsEOYAmt01403124
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01319046
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0705760
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0705760
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01350096
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01403124
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0697364
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0697364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01350096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01403124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01403124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01350096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01403124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01350096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01403124
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01403124
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0697364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0705760
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021047
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069104
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01382077
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01403124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0RANDOLPH NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA NELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD CAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, SECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0HAVEN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1HAVEN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2KAYRON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BEVERLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2N BELLMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0167253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0172214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0294253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0192588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0150126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0107775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.121016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.221269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.164513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.114013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.075769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.029517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01382077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01329845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01170655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01316749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01422423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01524539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0121490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.605081
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0121490
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0121490
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0121490
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0x
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0x
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CYNTHIA NELSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE MANHATTANVILLE RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PURCHASE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010577
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,403,124
Liabilities
$0
Net assets
$1,403,124
Revenue
$496,291
Expenses
$121,699
Net income
$374,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.33$0.06$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.01$0.04$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.50$0.12$0.37
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.25$0.30$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.19$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.15$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.01$0.12$0.13