Civic Intelligence

Isaac H Tuttle Fund

990PF • Fiscal year 2021 • EIN 13-5628325

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 07, 2022

Organization Profile

View Organization Page

1155 Park AvenueNew York, NY 10128-1209

(212) 831-0429

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$232,409

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2021 filings • NTEE T • $25M-$50M nonprofits • Source year 2021

Asset Growth

44th percentile

6.1%

Faster asset growth than 44% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

23%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$49,834,962

Up $2,886,650 (+6.1%) from 2020

Net Assets

Up

$49,620,807

Up $2,772,077 (+5.9%) from 2020

Liabilities

Up

$214,155

Up $114,573 (+115%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin12th percentile

Revenue

Up

$1,551,246

Up $289,523 (+23%) from 2020

Expenses

Up

$2,133,788

Up $122,011 (+6.1%) from 2020

Net Income

Up

-$582,542

Up $167,512 (+22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2021

Assets$49,834,962
Liabilities$214,155
Net Assets$49,620,807
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$1,551,246
Expenses$2,133,788
Net Income-$582,542
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE RANERIExecutive Director, Thru 10/31/21FT$187,212$45,197$232,409
GILLIAN FRANCISExecutive Director, Effective 11/1/21FT$138,844$32,117$170,961
KENNETH R PAGEPresident-$0--
SUSAN P COLEVice President-$0--
CHARLES B GRACE IIITreasurer-$0--
KC MAURERSecretary-$0--
ROSEMARY BAKKERTrustee-$0--
PAUL J BENZIGER JRTrustee-$0--
SHIRLEY B BRESLERTrustee-$0--
SUSAN L BURDENTrustee-$0--
HAROLD D ELISHTrustee-$0--
WILLIAM H FORSYTH JRTrustee-$0--
TOBY GOLICKTrustee-$0--
ANN R LOEBTrustee-$0--
THE REVEREND EDWARD D PARDOE IIITrustee-$0--
MOLLY PARKINSONTrustee-$0--
VERA SUNGAssistant Secretary-$0--
M ANTOINETTE THOMASTrustee-$0--
CHRISTINE VALENTINETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSISTANCE TO NEEDY AGED INDIVIDUALSINEW YORK, NY, US$476,829
Paid GrantSEARCH AND CARESEARCH AND CARE WESTPCNEW YORK, NY, US$50,000
Paid GrantHUDSON GUILDTECHNOLOGY INSTRUCTOR AT HUDSON GUILD'S ADULT CENTERPCNEW YORK, NY, US$35,000
Paid GrantCOUNCIL OF SENIOR CENTERS AND SERVICES DBA LIVEON NYGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$30,000
Paid GrantGODDARD RIVERSIDE COMMUNITY CENTERLINCOLN SQUARE NEIGHBORHOOD CENTER OLDER ADULT SERVICESPCNEW YORK, NY, US$30,000
Paid GrantHARTLEY HOUSEHOME OUTREACH PROGRAM FOR ELDERS (HOPE)PCNEW YORK, NY, US$30,000
Paid GrantHOUSING CONSERVATION COORDINATORS INCOLDER ADULT PROGRAMPCNEW YORK, NY, US$30,000
Paid GrantLENOX HILL NEIGHBORHOOD HOUSEONE-ON-ONE TECHNOLOGY SUPPORT AND GROUP TECHNOLOGY EDUCATION FOR OLDER NEW YORKERSPCNEW YORK, NY, US$30,000
Paid GrantNEW YORK LEGAL ASSISTANCE GROUPEVELYN FRANK LEGAL RESOURCES PROGRAM (EFLRP)PCNEW YORK, NY, US$30,000
Paid GrantRIVERSTONE SENIOR LIFE SERVICES INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$30,000
Paid GrantSTANLEY M ISAACS NEIGHBORHOOD CENTERCASE MANAGEMENT FOR OLDER ADULTSPCNEW YORK, NY, US$30,000
Paid GrantTHE CARTER BURDEN NETWORKROOSEVELT ISLAND SEINOR CENTER CASE MANAGEMENTPCNEW YORK, NY, US$30,000
Paid GrantUNION SETTLEMENT ASSOCIATIONOUTREACH TO CHINESE SENIORSPCNEW YORK, NY, US$30,000
Paid GrantUNIVERSITY SETTLEMENT SOCIETY OF NEW YORKWELLNESS TOGETHER: SUPPORT SERVICES FOR HOMEBOUND SENIORSPCNEW YORK, NY, US$30,000
Paid GrantVISITING NEIGHBORS INCGENERAL OPERATING SUPPORTPCNEW YORK, NY, US$30,000
Paid GrantVOLUNTEERS OF LEGAL SERVICEVOLS SENIOR LAW PROJECTPCNEW YORK, NY, US$30,000
Paid GrantHENRY STREET SETTLEMENTCASE MANAGEMENT FOR SENIORS AT THE DALE JONES BURCH NEIGHBORHOOD CENTERPCNEW YORK, NY, US$25,000
Paid GrantMEDICARE RIGHTS CENTERDIRECT SERVICE FOR LOW-INCOME NEW YORKERS WITH MEDICARE (NEW INITIATIVE)PCNEW YORK, NY, US$25,000
Paid GrantSERVICE PROGRAM FOR OLDER PEOPLEEXPANDED CLIENT SERVICESPCNEW YORK, NY, US$25,000
Paid GrantSERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS (SAGE)CASE MANAGEMENTPCNEW YORK, NY, US$25,000
Paid GrantDOROTCLIENT ASSISTANCE FUND FOR HOMELESSNESS PREVENTION PROGRAMPCNEW YORK, NY, US$10,000
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
Kenneth R Page
Title
President
Phone
2128310429
Signed
2022-10-07
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Joseph a Izzo
Phone
2122862600
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CompensationExplanation/CompensationExplanationGrp/PersonNm0GILLIAN FRANCIS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0PART I, LINE 13 - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, ETC. INCLUDES GILLIAN FRANCIS' TOTAL ANNUAL COMPENSATION. SHE WAS PROMOTED TO EXECUTIVE DIRECTOR ON 11/1/2021 AND AS A RESULT, LINE 13 INCLUDES HER TIME SPENT BOTH AS THE ASSOCIATE AND EXECUTIVE DIRECTOR.
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt280
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt290
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt300
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt310
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt320
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt330
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0250438
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1124336
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29934
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33934
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt437656
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt55576
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt68387
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt75541
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt810470
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt97420
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10584
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt111615
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt123230
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt131794
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt141059
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1516473
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt165675
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt175560
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18114590
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19100
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt204599
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt213866
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2214084
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt235372
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt241675
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt257915
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2618545
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt277568
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt282688
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29368
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt30425
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31600
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt321800
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33160
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt341708
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35346
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)
DistributionFromCorpusElection/ElectionDesc0THE ISAAC H. TUTTLE FUND RECEIVED CONTRIBUTIONS FROM OTHER PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $1,137,173 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2016 $121,421
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-A, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DESCRIPTION OF STIPENDIARY PROGRAMSINCE 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 ASSOCIATE 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 ASSOCIATE 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 ASSOCIATE 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 ASSOCIATE DIRECTOR PREPARES AN INDIVIDUAL SUMMARY FOR EACH APPLICANT THAT IS THE RESULT OF A CONSISTENT AND EVENLY APPLIED VETTING PROCESS TO DETERMINE FINANCIAL NEED. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES ALL APPLICANTS TO BE PRESENTED TO THE STIPENDIARY COMMITTEE. 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 2021, THE ISAAC H. TUTTLE FUND PROVIDED STIPENDS AND CARE MANAGEMENT SERVICES TO 96 BENEFICIARIES IN THE AMOUNT OF $476,829. AN ADDITIONAL 6 BENEFICIARIES RECEIVED CARE MANAGEMENT SERVICES, ONLY.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017200593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11151674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2193425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3655212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4337887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5202770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROCKEFELLER BALANCED FUND, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JONES LANG LASALLE INCOME PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TIFF REALITY AND RESOURCE 2008, LLC (LP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NUVEEN PREFERRED SECS AND INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD TOTAL BOND MARKET INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LEGG MASON WESTERN ASSET MACRO OPP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017200593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11151674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2193425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3655212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4337887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5202770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt042823
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0360852
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-171
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER PARTNERSHIP INCOME THRU K-1S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1898
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01898
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0401787
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01786
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0403573
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0764746
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0315601
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010539
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0326056
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01062951
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01061829
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01147673
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt019954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0403170
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt042882
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-582542
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03091003
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0360681
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01002722
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt087912
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02216
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt090128
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0294205
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt08209
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0302414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt034050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0140199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt026208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,834,962
Liabilities
$214,155
Net assets
$49,620,807
Revenue
$1,551,246
Expenses
$2,133,788
Net income
-$582,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.7$0.13$47.6$1.67$2.19$0.52
2023Summary only. Only limited summary data is available for this year.$44.9$0.16$1.52$2.17$0.65
2022Detailed filing. Detailed filing data is available for this year.$40.8$0.17$40.6$1.47$2.30$0.82
2021Detailed filing. Detailed filing data is available for this year.$49.8$0.21$49.6$1.55$2.13$0.58
2020Detailed filing. Detailed filing data is available for this year.$46.9$0.10$46.8$1.26$2.01$0.75
2019Summary only. Only limited summary data is available for this year.$44.4$0.08$1.24$2.09$0.85
2015Summary only. Only limited summary data is available for this year.$41.7$0.06$1.76$2.45$0.69
2014Summary only. Only limited summary data is available for this year.$45.4$0.08$1.63$2.39$0.76
2013Summary only. Only limited summary data is available for this year.$46.5$0.07$1.92$2.25$0.34
2012Summary only. Only limited summary data is available for this year.$42.8$0.03$1.30$2.27$0.97
2011Summary only. Only limited summary data is available for this year.$40.7$0.03$0.63$2.44$1.81