Civic Intelligence

Winfield Foundation XXX-XX-XXXX

990PF • Fiscal year 2021 • EIN 13-6158017

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
CO Fiduciary Tr CO 280 Park AvenueNew York, NY 10017

(212) 632-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

18%

Higher net margin than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$7,200

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

0.8%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

586%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,579,002

Up $12,874 (+0.8%) from 2020

Net Assets

Up

$1,579,002

Up $12,874 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin56th percentile

Revenue

Up

$126,609

Up $108,163 (+586%) from 2020

Expenses

Down

$104,402

Down $31,587 (-23%) from 2020

Net Income

Up

$22,207

Up $139,750 (+119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,879,059Liabilities 2011: $02011Assets 2012: $1,799,323Liabilities 2012: $02012Assets 2013: $1,752,549Liabilities 2013: $02013Assets 2014: $1,742,965Liabilities 2014: $02014Assets 2015: $1,738,962Liabilities 2015: $0Net Assets 2015: $1,738,9622015Assets 2016: $1,676,618Liabilities 2016: $0Net Assets 2016: $1,676,6182016Assets 2017: $1,632,914Liabilities 2017: $0Net Assets 2017: $1,632,9142017Assets 2018: $1,680,029Liabilities 2018: $0Net Assets 2018: $1,680,0292018Assets 2019: $1,670,014Liabilities 2019: $0Net Assets 2019: $1,670,0142019Assets 2020: $1,566,128Liabilities 2020: $0Net Assets 2020: $1,566,1282020Assets 2021: $1,579,002Liabilities 2021: $0Net Assets 2021: $1,579,0022021Assets 2022: $1,700,721Liabilities 2022: $0Net Assets 2022: $1,700,7212022Assets 2023: $1,762,510Liabilities 2023: $0Net Assets 2023: $1,762,5102023Assets 2024: $1,829,395Liabilities 2024: $0Net Assets 2024: $1,829,3952024

Highlighted filing

2021

Assets$1,579,002
Liabilities$0
Net Assets$1,579,002
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $112,654Expenses 2011: $88,049Net Income 2011: $24,6052011Revenue 2012: $28,092Expenses 2012: $108,337Net Income 2012: -$80,2452012Revenue 2013: $50,186Expenses 2013: $97,430Net Income 2013: -$47,2442013Revenue 2014: $87,643Expenses 2014: $133,626Net Income 2014: -$45,9832014Revenue 2015: $109,404Expenses 2015: $76,574Net Income 2015: $32,8302015Revenue 2016: $63,828Expenses 2016: $123,307Net Income 2016: -$59,4792016Revenue 2017: $71,006Expenses 2017: $110,956Net Income 2017: -$39,9502017Revenue 2018: $136,001Expenses 2018: $110,581Net Income 2018: $25,4202018Revenue 2019: $117,628Expenses 2019: $111,921Net Income 2019: $5,7072019Revenue 2020: $18,446Expenses 2020: $135,989Net Income 2020: -$117,5432020Revenue 2021: $126,609Expenses 2021: $104,402Net Income 2021: $22,2072021Revenue 2022: $264,957Expenses 2022: $137,544Net Income 2022: $127,4132022Revenue 2023: $227,193Expenses 2023: $170,096Net Income 2023: $57,0972023Revenue 2024: $220,915Expenses 2024: $154,025Net Income 2024: $66,8902024

Highlighted filing

2021

Revenue$126,609
Expenses$104,402
Net Income$22,207
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS HELEN HOOKESecretary-$7,200-$7,200
MR FRANKLIN W MCCANNPresident-$0--
MR JONATHAN W MCCANNVice President-$0--
MR DOUGLAS IRWINBoard Member-$0--
MS ALISON MCCANNBoard Member-$0--
MS LAURA IMRIEBoard Member-$0--
MS CAROLIN RALEIGH BUTTRICKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Winfield Foundation
EIN
13-6158017
Phone
2126323000
Address
CO FIDUCIARY TR CO 280 PARK AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Franklin W Mccann
Title
President
Phone
2126323000
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company International
Address
280 PARK AVENUE, NEW YORK, NY 10017
Preparer
Karen Wong
Phone
2126323000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt330409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt037280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt330409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt355814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt521693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64605
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/PropertyDesc0LAM RESEARCH CORP 80 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERCK & CO INC 450 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ORGANON & CO 45 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ROPER TECHNOLOGIES INC NEW 120 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VERIZON COMMUNICATIONS 150 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VERIZON COMMUNICATIONS 400 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt084402
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022207
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021203
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011870
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01600205
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01566128
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01579002
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0152523
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0152523
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0152523
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154009
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01486
IRS990PF/DistributableAmountGrp/TotalTaxAmt01486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01740
IRS990PF/FMVAssetsEOYAmt03407120
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01676618
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01676618
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0184813
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0124187
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0124187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0129813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0129813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0142248
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01125609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01201132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03005747
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0111218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0111218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0122286
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-110490
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-97616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012652
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012652
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01566128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01579002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03407120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01566128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01579002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01566128
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01579002
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03127085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0136825
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02990260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046906
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0154009
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03080179
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03127085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt67200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
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/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MR FRANKLIN W MCCANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR JONATHAN W MCCANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR DOUGLAS IRWIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MS ALISON MCCANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MS LAURA IMRIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MS CAROLIN RALEIGH BUTTRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MS HELEN HOOKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 TRADD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 1775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt246 CHESTNUT STREET APT 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32457 MONTROSE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4136 ST JOHNS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51081 PONUS RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt660 EAST 42ND STREET SUITE 1825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAG HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NEW CANAAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,579,002
Liabilities
$0
Net assets
$1,579,002
Revenue
$126,609
Expenses
$104,402
Net income
$22,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.22$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.23$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.26$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.13$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.02$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$0.09$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$0.05$0.10$0.05
2012Summary only. Only limited summary data is available for this year.$1.80$0.00$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.88$0.00$0.11$0.09$0.02
Peer Organizations

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