Civic Intelligence

Isaac H Tuttle Fund

EIN 13-5628325 • New York, NY

1155 Park AvenueNew York, NY 10128-1209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$226,744

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

55th percentile

6.2%

Faster asset growth than 55% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.8%

Faster revenue growth than 54% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$47,705,254

Up $2,765,907 (+6.2%) from 2023

Liabilities

Down

$127,942

Down $27,646 (-18%) from 2023

Net Assets

$47,577,312

No earlier filing loaded for comparison.

Revenue

Up

$1,666,323

Up $148,572 (+9.8%) from 2023

Expenses

Up

$2,186,852

Up $18,939 (+0.9%) from 2023

Net Income

Up

-$520,529

Up $129,633 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $40,666,759Liabilities 2011: $31,8432011Assets 2012: $42,805,301Liabilities 2012: $29,8162012Assets 2013: $46,467,234Liabilities 2013: $74,3442013Assets 2014: $45,429,734Liabilities 2014: $82,1052014Assets 2015: $41,738,960Liabilities 2015: $62,8832015Assets 2019: $44,384,508Liabilities 2019: $82,7702019Assets 2020: $46,948,312Liabilities 2020: $99,582Net Assets 2020: $46,848,7302020Assets 2021: $49,834,962Liabilities 2021: $214,155Net Assets 2021: $49,620,8072021Assets 2022: $40,773,984Liabilities 2022: $172,732Net Assets 2022: $40,601,2522022Assets 2023: $44,939,347Liabilities 2023: $155,5882023Assets 2024: $47,705,254Liabilities 2024: $127,942Net Assets 2024: $47,577,3122024

Highlighted filing

2024

Assets$47,705,254
Liabilities$127,942
Net Assets$47,577,312

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $631,795Expenses 2011: $2,442,824Net Income 2011: -$1,811,0292011Revenue 2012: $1,296,846Expenses 2012: $2,267,132Net Income 2012: -$970,2862012Revenue 2013: $1,917,898Expenses 2013: $2,253,854Net Income 2013: -$335,9562013Revenue 2014: $1,630,384Expenses 2014: $2,392,138Net Income 2014: -$761,7542014Revenue 2015: $1,763,077Expenses 2015: $2,449,941Net Income 2015: -$686,8642015Revenue 2019: $1,235,815Expenses 2019: $2,088,889Net Income 2019: -$853,0742019Revenue 2020: $1,261,723Expenses 2020: $2,011,777Net Income 2020: -$750,0542020Revenue 2021: $1,551,246Expenses 2021: $2,133,788Net Income 2021: -$582,5422021Revenue 2022: $1,471,797Expenses 2022: $2,295,341Net Income 2022: -$823,5442022Revenue 2023: $1,517,751Expenses 2023: $2,167,913Net Income 2023: -$650,1622023Revenue 2024: $1,666,323Expenses 2024: $2,186,852Net Income 2024: -$520,5292024

Highlighted filing

2024

Revenue$1,666,323
Expenses$2,186,852
Net Income-$520,529

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILLIAN FRANCISExecutive DirectorFT$190,550$36,194$226,744
CHARLES B GRACE IIIPresident-$0--
SUSAN P COLEVice President-$0--
HAROLD D ELISHTreasurer-$0--
KC MAURERSecretary-$0--
VERA SUNGAssistant Secretary-$0--
ROSEMARY BAKKERTrustee-$0--
PAUL J BENZIGER JRTrustee-$0--
TERRYL BROWNTrustee-$0--
SUSAN L BURDENTrustee-$0--
WILLIAM H FORSYTH JRTrustee-$0--
TOBY GOLICKTrustee-$0--
PATTY LIPSHUTZTrustee-$0--
ANN R LOEBTrustee, Thru 6/30/24-$0--
ALLISON MCDERMOTTTrustee-$0--
THE REVEREND EDWARD D PARDOE IIITrustee-$0--
KENNETH R PAGETrustee-$0--
MOLLY O PARKINSONTrustee-$0--
AMY SHERMANTrustee-$0--
M ANTOINETTE THOMASTrustee, Thru 6/30/24-$0--
CHRISTINE VALENTINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isaac H Tuttle Fund
EIN
13-5628325
Phone
2128310429
Address
1155 PARK AVENUE, NEW YORK, NY 10128-1209

Signing Officer

Name
Charles B Grace Iii
Title
President
Phone
2128310429
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Garrett M Higgins
Phone
2122862600
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4321
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0CO-OP APT. - OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1RENOVATION COSTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2RENOVATION COSTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3RENOVATION COSTS-PLUMBING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9RENOVATIONS-LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10RENOVATIONS-WINDOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11RELIABLE TELEPHONE SYSTEMS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12RELIABLE TELEPHONE SYSTEMS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13WORKGROUP COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17FURNITURE & EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18OFFICE RENOVATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26HVAC SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28NEW SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SERVER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30SERVER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31NEW FIREWALL FOR SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SERVER INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33DELL MONITOR, KEYBOARD AND SERVER LICENSE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34MICROSOFT MULTI-TOUCH SURFACE LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35REMOTE LAPTOP SETUP TECH SUPPORT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36DELL COMPUTER, SERVICE UPGRADE, AND KEYBOARD AND MOUSE SET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37MICROSOFT SURFACE LAPTOP NOTEBOOK, SURFACE DOCK, SURFACE TABLET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38LOGITECH WEBCAM, MICROSOFT SURFACE DOCK 2
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39BI-POLAR IONIZATION ASSEMBLIES ON HVAC SYSTEM (2)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40DESK CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41DATTO HARDWARE BACKUP SYSTEM (CLOUD BASED)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4275" MONITOR FOR ZOOM MEETINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43SONICWALL - NETWORK SECURITY/FIREWALL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44SERVER MIGRATION PROJECT
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-A, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SINCE ITS FOUNDING IN 1872 AS THE HOME FOR OLD MEN AND AGED COUPLES TO ITS PRESENT FUNCTION AS A PRIVATE FOUNDATION, THE CORPORATE OBJECTIVES OF THE ISAAC H. TUTTLE FUND REMAIN UNCHANGED: "TO PROVIDE FOR THE TEMPORAL AND SPIRITUAL WELFARE OF AGED PERSONS." ALONG WITH A TRADITIONAL GRANTS PROGRAM, THIS IS ACCOMPLISHED THROUGH A STIPENDIARY PROGRAM THAT PROVIDES FINANCIAL ASSISTANCE AND SUPPORTIVE CARE MANAGEMENT SERVICES FOR ELIGIBLE ELDERLY INDIVIDUALS, TYPICALLY 65 YEARS OR OLDER, RESIDING IN MANHATTAN. ELIGIBLE CLIENTS ARE FORMERLY SELF-SUPPORTING AND INDEPENDENT ELDERLY PERSONS, TYPICALLY 65 YEARS OF AGE OR OLDER, WHOSE ASSETS HAVE BEEN ERODED AND WHO ARE NO LONGER ABLE TO CONTINUE LIVING IN THEIR OWN HOMES WITHOUT FINANCIAL ASSISTANCE. ELIGIBLE CLIENTS RECEIVE SUPPORTIVE CARE MANAGEMENT SERVICES FROM THE ISAAC H. TUTTLE FUND IN CONJUNCTION WITH THEIR PRIMARY CASE MANAGEMENT AGENCY. THE GOAL OF THE STIPENDIARY PROGRAM IS TO SAFELY MAINTAIN CLIENTS IN THEIR HOMES WHILE PRESERVING THEIR DIGNITY AND INDIVIDUALITY. PROSPECTIVE CLIENTS ARE REFERRED TO THE ISAAC H. TUTTLE FUND FROM OTHER SPONSORING ORGANIZATIONS OR AGENCIES. THE REFERRAL GUIDELINES FOR THE STIPENDIARY PROGRAM ARE POSTED ON THE ISAAC H. TUTTLE FUND'S WEB SITE, WWW.TUTTLEFUND.ORG, AND AVAILABLE UPON REQUEST FROM THE ISAAC H. TUTTLE FUND. THE APPLICATION FOR ASSISTANCE IS NOT INCLUDED ON THE WEB SITE AS A SEPARATE DOCUMENT. THE RATIONALE FOR THIS OMISSION IS THAT THE GUIDELINES INDICATE THAT THE REFERRAL PERSON WHO IS REQUESTING FINANCIAL SUPPORT ON BEHALF OF A CLIENT MUST SPEAK WITH THE EXECUTIVE DIRECTOR TO REVIEW THE POTENTIAL APPLICANT'S ELIGIBILITY FOR THE PROGRAM, PRIOR TO SUBMITTING AN APPLICATION. SELF-REFERRALS ARE NOT ACCEPTED. IF THE POTENTIAL APPLICANT APPEARS TO BE ELIGIBLE FOR THE PROGRAM, THE EXECUTIVE DIRECTOR WILL SEND THE REFERRAL SOURCE THE REQUISITE APPLICATION FOR ASSISTANCE. IN ACCORDANCE WITH GUIDELINES FOR THE STIPENDIARY PROGRAM, THE REFERRAL PERSON FACILITATES OR COMPLETES THE APPLICATION THAT IS SIGNED BY THE CLIENT AND SENDS IT WITH A COVER LETTER TO THE EXECUTIVE DIRECTOR. THE APPLICATION MUST INCLUDE ALL SOURCES OF INCOME AND EXPENSES NECESSARY TO DETERMINE FINANCIAL NEED, WITH APPROPRIATE SUPPORTING DOCUMENTATION. A HOME VISIT IS REQUIRED PRIOR TO RECOMMENDING THE APPLICANT FOR A STIPEND. DURING THE PANDEMIC, APPLICANT HOME VISITS WERE DONE EITHER VIRTUALLY OR IN ACCORDANCE WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) GUIDELINES. THE EXECUTIVE DIRECTOR PREPARES AN INDIVIDUAL SUMMARY FOR EACH APPLICANT THAT IS THE RESULT OF A CONSISTENT AND EVENLY APPLIED VETTING PROCESS TO DETERMINE FINANCIAL NEED' ALL APPLICANTS ARE PRESENTED TO THE STIPENDIARY COMMITTEE FOR REVIEW. THE STIPENDIARY COMMITTEE RECOMMENDS THOSE APPLICANTS DEEMED APPROPRIATE FOR FINAL REVIEW AND APPROVAL BY THE TRUSTEES AT A SUBSEQUENT BOARD MEETING. THE SUMMARY PREPARED FOR THE STIPENDIARY COMMITTEE CONTAINS PERTINENT INFORMATION ABOUT EACH APPLICANT INCLUDING A FINANCIAL WORKSHEET THAT DOCUMENTS THE NEED FOR ASSISTANCE, WITHOUT REVEALING THE NAME OF THE APPLICANT OR ANY INFORMATION THAT WOULD IDENTIFY THE APPLICANT TO THE TRUSTEES. THE NAMES AND ADDRESSES OF CLIENTS ARE NOT SHARED WITH THE STIPENDIARY COMMITTEE OR THE BOARD OF TRUSTEES, IN ACCORDANCE WITH THE POLICIES AND PRACTICES OF THE ISAAC H. TUTTLE FUND. THERE ARE NO SUBMISSION DEADLINES FOR RECEIPT OF INQUIRIES OR APPLICATIONS FOR STIPENDIARY ASSISTANCE. INQUIRIES/APPLICATIONS ARE ACCEPTED FOR REVIEW, AS THEY ARE RECEIVED. REFERRAL SOURCES AND APPLICANTS ARE USUALLY NOTIFIED WITHIN A PERIOD OF THREE MONTHS. DURING 2024, THE ISAAC H. TUTTLE FUND PROVIDED STIPENDS AND CARE MANAGEMENT SERVICES TO 95 BENEFICIARIES IN THE AMOUNT OF $542,755. AN ADDITIONAL 4 BENEFICIARIES RECEIVED CARE MANAGEMENT SERVICES, ONLY.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0289144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0289144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NUVEEN PREFERRED SECS AND INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt038093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1168015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3453775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4728336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt516694802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6118863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAIS ICGSEV OFFSHORE LP CLASS B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GLENDOWER ACCESS SECONDARY OPPORTUNITIES V (INTERNATIONAL) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GT OFFSHORE FUND LTD WHEN ISSUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3IRONWOOD INSTIT MULTI STRATEGY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4JONES LANG LASALLE INCOME PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ROCKEFELLER BALANCED FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TIFF REALITY AND RESOURCE 2008, LLC (LP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1168015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3453775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4728336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516694802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6118863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt076180
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0428

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