Civic Intelligence

Halcyon Foundation

990 • Fiscal year 2019 • EIN 13-6059784

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization ProfileN/A
555 Fifth Avenue 17th FloorNew York, NY 10017

(212) 370-0198

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$53,775

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • NTEE A • $5M-$10M nonprofits • Source year 2019

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-4.6%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,307,022

Up $989,132 (+19%) from 2018

Net Assets

Up

$6,291,509

Up $1,042,773 (+20%) from 2018

Liabilities

Down

$15,513

Down $53,641 (-78%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Down

$600,865

Down $28,649 (-4.6%) from 2018

Expenses

Up

$916,075

Up $358,589 (+64%) from 2018

Net Income

Down

-$315,210

Down $387,238 (-538%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$10M$5.0M$0Assets 2010: $4,014,327Liabilities 2010: $23,101Net Assets 2010: $3,991,2262010Assets 2011: $3,694,527Liabilities 2011: $19,309Net Assets 2011: $3,675,2182011Assets 2012: $3,757,355Liabilities 2012: $68,739Net Assets 2012: $3,688,6162012Assets 2013: $3,997,949Liabilities 2013: $15,916Net Assets 2013: $3,982,0332013Assets 2014: $4,037,125Liabilities 2014: $10,693Net Assets 2014: $4,026,4322014Assets 2015: $4,281,854Liabilities 2015: $35,816Net Assets 2015: $4,246,0382015Assets 2016: $4,787,133Liabilities 2016: $538Net Assets 2016: $4,786,5952016Assets 2017: $5,315,970Liabilities 2017: $6,739Net Assets 2017: $5,309,2312017Assets 2018: $5,317,890Liabilities 2018: $69,154Net Assets 2018: $5,248,7362018Assets 2019: $6,307,022Liabilities 2019: $15,513Net Assets 2019: $6,291,5092019Assets 2020: $8,681,015Liabilities 2020: $6,949Net Assets 2020: $8,674,0662020Assets 2021: $9,605,075Liabilities 2021: $7,917Net Assets 2021: $9,597,1582021Assets 2022: $6,001,183Liabilities 2022: $368,464Net Assets 2022: $5,632,7192022Assets 2023: $7,229,662Liabilities 2023: $316,018Net Assets 2023: $6,913,6442023Assets 2024: $7,411,682Liabilities 2024: $296,336Net Assets 2024: $7,115,3462024

Highlighted filing

2019

Assets$6,307,022
Liabilities$15,513
Net Assets$6,291,509
Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,700,5652010Expenses 2011: $610,8902011Expenses 2012: $615,0082012Revenue 2013: $539,802Expenses 2013: $440,855Net Income 2013: $98,9472013Revenue 2014: $540,204Expenses 2014: $437,226Net Income 2014: $102,9782014Revenue 2015: $922,716Expenses 2015: $516,796Net Income 2015: $405,9202015Revenue 2016: $972,907Expenses 2016: $557,481Net Income 2016: $415,4262016Revenue 2017: $776,110Expenses 2017: $1,244,922Net Income 2017: -$468,8122017Revenue 2018: $629,514Expenses 2018: $557,486Net Income 2018: $72,0282018Revenue 2019: $600,865Expenses 2019: $916,075Net Income 2019: -$315,2102019Revenue 2020: $1,303,495Expenses 2020: $527,778Net Income 2020: $775,7172020Revenue 2021: $1,467,558Expenses 2021: $1,116,394Net Income 2021: $351,1642021Revenue 2022: $520,839Expenses 2022: $687,735Net Income 2022: -$166,8962022Revenue 2023: $684,957Expenses 2023: $982,551Net Income 2023: -$297,5942023Revenue 2024: $1,715,782Expenses 2024: $1,369,831Net Income 2024: $345,9512024

Highlighted filing

2019

Revenue$600,865
Expenses$916,075
Net Income-$315,210
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$1,826,751
Mission and Program Overview

Mission

To support the american museum in britain through its fundraising activities in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,691,542$4,053,621▼ $637,921
Investments Other Securities-$1,921,471-
Cash and Non-Interest-Bearing Accounts$476,041$232,448▼ $243,593
Savings and Temporary Cash Investments$677$70,365▲ $69,688
Prepaid Expenses and Deferred Charges$14,188$18,442▲ $4,254
Pledges and Grants Receivable$135,442$10,675▼ $124,767
Total Assets$5,317,890$6,307,022▲ $989,132
Liabilities
Accounts Payable and Accrued Expenses$62,254$12,393▼ $49,861
Deferred Revenue$6,900$3,120▼ $3,780
Total Liabilities$69,154$15,513▼ $53,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,811,170$6,191,509▲ $1,380,339
Net Assets With Donor Restrictions$437,566$100,000▼ $337,566
Total Net Assets Fund Balance$5,248,736$6,291,509▲ $1,042,773
Total Liabilities and Net Assets / Fund Balance$5,317,890$6,307,022▲ $989,132

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$576,460--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katherine BursackAssistant SecretaryPT$53,775$53,775

Board Members and Trustees

NameTitle
Linda Hackett MunsonPresident
Richard W WalkerFirst Vice President
Barbara SlifkaVice President
Carolyn MacdonaldVice President
Dr Bruce HortenVice President
Mary ConradVice President
Pauline C MetcalfVice President
Susan GulliaVice President
Mark E HaranzoSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$413,108
Program Service Revenue
$0
Investment Income
$226,030
Other Revenue
$-38,273
All Other Contributions
$359,507
Change in Net Assets
$-315,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$655,981
Revenue Not Reported on Financial Statements
$-55,116
Revenue Not Reported on Form 990
$1,390,633
Other Revenue Adjustments
$-97,327
Total Revenue per Audited Statements
$2,046,614
Total Revenue per Form 990
$600,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$611,875
Other Expenses$243,621
Salaries, Compensation, and Employee Benefits$60,579
Total Fundraising Expense$9,854
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$611,875--$611,875
Occupancy$32,639$19,040$2,720$54,399
Other Salaries and Wages$13,444$37,642$2,689$53,775
Fees for Service Investment Mgmnt Fees-$42,211-$42,211
Fees for Services Accounting$8,288$33,150-$41,438
Fees for Services Legal$7,981$31,925-$39,906
Fees for Services Other$176$15,704-$15,880
Office Expenses$2,928$3,904$2,928$9,760
Insurance$1,194$3,344$239$4,777
Payroll Taxes$1,076$3,013$215$4,304
Other Employee Benefits$625$1,750$125$2,500
Other Expenses$401$535$401$1,337
Travel$39$350-$389
Total Functional Expenses$709,060$197,161$9,854$916,075

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,003,841
Expenses per Audited Statements$971,191
Total Expenses per Form 990$916,075
Expenses Not Reported on Form 990$32,650
Expenses Not Reported on Financial Statements$-55,116
Other Expense Adjustments$-97,327
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$82,613
Fundraising Gross Income$35,340
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater Shows$81,395$35,340$82,613$-47,273
Tours$7,141---
Total Events$88,536$35,340$82,613$-47,273
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the president, senior vice president, and treasurer, all three of whom are members of the board of directors. Form 990 is presented to the entire board at its annual meeting.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed at the annual meeting.”

Form 990, Part VI, Section B, Line 15A

“One of the organization's officers receives compensation. The compensation is approved by the president and is subject to review by the board of directors using comparable data and is contemporaneously documented.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. All marketing and fundraising materials produced by the organization detail this fact.”

Filing and Contact Details

Filer

Filer Name
Halcyon Foundation
EIN
13-6059784
Phone
2123700198
Address
555 FIFTH AVENUE 17TH FLOOR, NEW YORK, NY 10017

Signing Officer

Name
Linda Hackett Munson
Title
President
Phone
2123700198
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Hackett Munson
Formed
1957
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
Employees
1
Volunteers
9

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 25

“While halcyon provides financial support, it is also a supporter of the american museum in britain through facilitation of gifts directly to the museum. These support efforts further the exempt purposes of the museum.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the internal revenue code. In addition, the foundation has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the internal revenue code. There was no unrelated business income tax for 2019 and 2018. The foundation files u.s. Federal and new york information returns. The foundation is no longer subject to u.s. Federal and state income tax examinations by tax authorities for years before 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Interest income special event”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest income special event”

Raw XML AppendixShowing 400 of 560 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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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-47273
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-47273
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01357983
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04811170
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06191509
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02720
IRS990/OccupancyGrp/ManagementAndGeneralAmt019040
IRS990/OccupancyGrp/ProgramServicesAmt032639
IRS990/OccupancyGrp/TotalAmt054399
IRS990/OfficeExpensesGrp/FundraisingAmt02928
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03904
IRS990/OfficeExpensesGrp/ProgramServicesAmt02928
IRS990/OfficeExpensesGrp/TotalAmt09760
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0125
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01750
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0625
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02500
IRS990/OtherExpensesGrp/Desc0MUSEUM EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt0537
IRS990/OtherExpensesGrp/FundraisingAmt1401
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03877
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1716
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2535
IRS990/OtherExpensesGrp/ProgramServicesAmt027857
IRS990/OtherExpensesGrp/ProgramServicesAmt1537
IRS990/OtherExpensesGrp/ProgramServicesAmt2401
IRS990/OtherExpensesGrp/TotalAmt027857
IRS990/OtherExpensesGrp/TotalAmt13877
IRS990/OtherExpensesGrp/TotalAmt21790
IRS990/OtherExpensesGrp/TotalAmt31337
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02689
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037642
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013444
IRS990/OtherSalariesAndWagesGrp/TotalAmt053775
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0215
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03013
IRS990/PayrollTaxesGrp/ProgramServicesAmt01076
IRS990/PayrollTaxesGrp/TotalAmt04304
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0135442
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010675
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014188
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018442
IRS990/PrincipalOfficerNm0LINDA HACKETT MUNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0367586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087020
IRS990/PYInvestmentIncomeAmt0259784
IRS990/PYOtherExpensesAmt0402789
IRS990/PYOtherRevenueAmt02144
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt072028
IRS990/PYSalariesCompEmpBnftPaidAmt067677
IRS990/PYTotalExpensesAmt0557486
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0629514
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-315210
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt09000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0677
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0413108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0367586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0390428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0892265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0585214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02648601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064055
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0256236
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0495036
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt024000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt024000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49240
IRS990ScheduleA/PublicSupportPY170Pct00.46760
IRS990ScheduleA/PublicSupportTotal170Amt01442247
IRS990ScheduleA/SubstantialContributorsTotAmt01206354
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0413108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0367586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0390428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0892265
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0585214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02648601
IRS990ScheduleA/TotalSupportAmt02928837
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt032650
IRS990ScheduleD/DonatedServicesUseFcltsAmt032650
IRS990ScheduleD/ExpensesNotReportedAmt032650
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-55116
IRS990ScheduleD/ExpensesSubtotalAmt0971191
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042211
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042211
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01357983
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-97327
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-97327
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0316096
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1388765
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2318531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3321619
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4576460
IRS990ScheduleD/OtherSecuritiesGrp/Desc0236.000 SHS ALPHABET INC CL A (GOOGL)
IRS990ScheduleD/OtherSecuritiesGrp/Desc12069.000 SHS VISA INC COM CL A (V)
IRS990ScheduleD/OtherSecuritiesGrp/Desc21386.000 SHS AMERICAN TOWER CORP NEW COM (AMT)
IRS990ScheduleD/OtherSecuritiesGrp/Desc3551.000 SHS EQUINIX INC COM PAR (EQIX)
IRS990ScheduleD/OtherSecuritiesGrp/Desc44505.000 SHS ISHARES TR IBOXX USD INVT GRADE CORP BD ETF (LQD)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt01390633
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-55116
IRS990ScheduleD/RevenueSubtotalAmt0655981
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR 2019 AND 2018. THE FOUNDATION FILES U.S. FEDERAL AND NEW YORK INFORMATION RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INTEREST INCOME SPECIAL EVENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INTEREST INCOME SPECIAL EVENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01921471
IRS990ScheduleD/TotalExpensesPerForm990Amt0916075
IRS990ScheduleD/TotalRevenuePerForm990Amt0600865
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02046614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01003841
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0611875
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER/CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO SUPPORT THE AMERICAN MUSEUM IN BRITAIN.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,307,022
Liabilities
$15,513
Net assets
$6,291,509
Revenue
$600,865
Expenses
$916,075
Net income
-$315,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.41$0.30$7.12$1.72$1.37$0.35
2023Summary only. Only limited summary data is available for this year.$7.23$0.32$6.91$0.68$0.98$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.37$5.63$0.52$0.69$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.61$0.01$9.60$1.47$1.12$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.01$8.67$1.30$0.53$0.78
2019Detailed filing. Detailed filing data is available for this year.$6.31$0.02$6.29$0.60$0.92$0.32
2018Summary only. Only limited summary data is available for this year.$5.32$0.07$5.25$0.63$0.56$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.01$5.31$0.78$1.24$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.97$0.56$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.04$4.25$0.92$0.52$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.54$0.44$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.00$0.02$3.98$0.54$0.44$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.07$3.69$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.02$3.68$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.02$3.99$1.70