Civic Intelligence

The Sperry Fund

990PF • Fiscal year 2023 • EIN 13-6114308

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 28, 2024

Organization Profile
99 Park Avenue 2220New York, NY 10016-1601

(212) 370-1165

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Net Margin

21st percentile

-108%

Higher net margin than 21% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$2,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Flat

$17,663,131

Flat from 2023

Net Assets

$17,663,131

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Flat

$556,890

Flat from 2023

Expenses

Flat

$1,160,163

Flat from 2023

Net Income

Flat

-$603,273

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2011: $17,019,104Liabilities 2011: $02011Assets 2012: $16,200,879Liabilities 2012: $02012Assets 2013: $16,710,206Liabilities 2013: $02013Assets 2014: $17,665,739Liabilities 2014: $02014Assets 2015: $16,885,462Liabilities 2015: $02015Assets 2019: $17,548,763Liabilities 2019: $0Net Assets 2019: $17,548,7632019Assets 2020: $17,260,180Liabilities 2020: $0Net Assets 2020: $17,260,1802020Assets 2021: $21,529,563Liabilities 2021: $0Net Assets 2021: $21,529,5632021Assets 2022: $17,871,146Liabilities 2022: $0Net Assets 2022: $17,871,1462022Assets 2023: $17,663,131Liabilities 2023: $0Net Assets 2023: $17,663,1312023Assets 2023: $17,663,131Liabilities 2023: $12023

Highlighted filing

2023

Assets$17,663,131
Liabilities$0
Net Assets$17,663,131
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $494,368Expenses 2011: $1,044,251Net Income 2011: -$549,8832011Revenue 2012: $843,374Expenses 2012: $973,331Net Income 2012: -$129,9572012Revenue 2013: $1,295,834Expenses 2013: $1,041,824Net Income 2013: $254,0102013Revenue 2014: $976,382Expenses 2014: $1,088,243Net Income 2014: -$111,8612014Revenue 2015: $1,544,290Expenses 2015: $1,156,429Net Income 2015: $387,8612015Revenue 2019: $768,067Expenses 2019: $1,310,611Net Income 2019: -$542,5442019Revenue 2020: $1,012,972Expenses 2020: $1,175,870Net Income 2020: -$162,8982020Revenue 2021: $842,250Expenses 2021: $1,168,509Net Income 2021: -$326,2592021Revenue 2022: $1,639,063Expenses 2022: $1,103,201Net Income 2022: $535,8622022Revenue 2023: $556,890Expenses 2023: $1,160,163Net Income 2023: -$603,2732023Revenue 2023: $556,890Expenses 2023: $1,160,163Net Income 2023: -$603,2732023

Highlighted filing

2023

Revenue$556,890
Expenses$1,160,163
Net Income-$603,273
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R SCOTT GREATHEADSecretary & Director-$2,000-$2,000
FREDERICK W BEINECKEPresident & Director-$0--
JOHN B BEINECKEVice President & Director-$0--
SARAH BEINECKE RICHARDSONDirector-$0--
FRANCES G BEINECKEDirector-$0--
MAUREEN HOWLEYTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Sperry Fund
EIN
13-6114308
Phone
2123701165
Address
99 PARK AVENUE 2220, NEW YORK, NY 10016-1601

Signing Officer

Name
Maureen Howley
Title
Treasurer
Phone
2123701165
Signed
2024-02-28
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Joseph L Ali CPA
Phone
2122862600
Raw XML AppendixShowing 400 of 1,218 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
AccountingFeesSchedule/AccountingFeesDetail/Amt023100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT AND TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt023100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017242896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2105019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PROSPECT CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VENTURE INVESTMENT ASSOCIATES, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VENTURE INVESTMENT ASSOCIATES IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017242896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2105019
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0295
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt023100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0197770
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02000
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0699500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215415
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215710
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-603273
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01238997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05174
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012099
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012099
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05276
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0200239
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0353067
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt077535
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt077535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt047234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0160017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0208294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0120968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0128842
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt080600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097200
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt015290
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt015290
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011394
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0945833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193185
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0546252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0556890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0246333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0460663
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0173301
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28124
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28124
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHEDULE K-1 - PROSPECT CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHEDULE K-1 - VENTURE INVESTMENT ASSOCIATES, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHEDULE K-1 - VENTURE INVESTMENT ASSOCIATES III, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHEDULE K-1 - VENTURE INVESTMENT ASSOCIATES IV, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FINAL REDEMPTION - VENTURE INVESTMENT ASSOCIATES III, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0197770
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-603273
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0395258
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017663131
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017871146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017663131
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0838918
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0838918
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0838918
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0843826
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04908
IRS990PF/DistributableAmountGrp/TotalTaxAmt04908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025692
IRS990PF/FMVAssetsEOYAmt017663131
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031871
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033824
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033824
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017357955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04642
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0271352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017871146
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017663131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017871146
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017663131
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017871146
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017663131
IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0332193
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016801324
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0257003
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0843826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016876514
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017133517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0MATTHEW LOAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROGRAM DIRECTOR FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt023 WESTSIDE COURT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK W BEINECKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN B BEINECKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2R SCOTT GREATHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH BEINECKE RICHARDSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE CONTACT [email protected] FOR FULL APPLICATION REQUIREMENTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE SPERRY FUND
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PLEASE SEE WEBSITE HTTPS://BEINECKESCHOLARSHIP.ORG/ FOR AWARD RESTRICTIONS AND LIMITATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PLEASE REFER TO HTTPS://BEINECKESCHOLARSHIP.ORG/ FOR APPLICATION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1225000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS FOR PREP FOR PREP 9 STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2WORLD CONSERVATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0HUDSON RIVER SLOOP CLEARWATER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1PHILLIPS ACADEMY ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2WILDLIFE CONSERVATION SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1180 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt22300 SOUTHERN BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BEACON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1ANDOVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt88000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt94000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2510000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2875000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt687000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt705000

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,663,131
Liabilities
$0
Net assets
$17,663,131
Revenue
$556,890
Expenses
$1,160,163
Net income
-$603,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.56$1.16$0.60
2023Summary only. Only limited summary data is available for this year.$17.7$0.00$0.56$1.16$0.60
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.64$1.10$0.54
2021Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$0.84$1.17$0.33
2020Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.01$1.18$0.16
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.77$1.31$0.54
2015Summary only. Only limited summary data is available for this year.$16.9$0.00$1.54$1.16$0.39
2014Summary only. Only limited summary data is available for this year.$17.7$0.00$0.98$1.09$0.11
2013Summary only. Only limited summary data is available for this year.$16.7$0.00$1.30$1.04$0.25
2012Summary only. Only limited summary data is available for this year.$16.2$0.00$0.84$0.97$0.13
2011Summary only. Only limited summary data is available for this year.$17.0$0.00$0.49$1.04$0.55