Civic Intelligence

The Braxton Fund Inc

990PF • Fiscal year 2012 • EIN 13-6162097

Nov 01, 2011 to Oct 31, 2012 • Filed on Jun 17, 2013

736 College Avenue19041
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$370,319

Flat from 2012

Net Assets

$370,319

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$31,700

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $391,435Liabilities 2011: $12011Assets 2012: $370,319Liabilities 2012: $0Net Assets 2012: $370,3192012Assets 2012: $370,319Liabilities 2012: $12012Assets 2013: $364,555Liabilities 2013: $02013Assets 2014: $365,889Liabilities 2014: $0Net Assets 2014: $365,8892014Assets 2015: $381,180Liabilities 2015: $02015Assets 2016: $379,966Liabilities 2016: $0Net Assets 2016: $379,9662016Assets 2019: $378,380Liabilities 2019: $02019Assets 2021: $415,880Liabilities 2021: $0Net Assets 2021: $415,8802021

Highlighted filing

2012

Assets$370,319
Liabilities$0
Net Assets$370,319

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,482Expenses 2011: $1,500Net Income 2011: -$182011Expenses 2012: $31,7002012Revenue 2012: $10,584Expenses 2012: $31,700Net Income 2012: -$21,1162012Revenue 2013: $12,236Expenses 2013: $18,000Net Income 2013: -$5,7642013Revenue 2014: $15,864Expenses 2014: $14,530Net Income 2014: $1,3342014Revenue 2015: $25,012Expenses 2015: $9,721Net Income 2015: $15,2912015Revenue 2016: $23,253Expenses 2016: $24,467Net Income 2016: -$1,2142016Revenue 2019: $3,219Expenses 2019: $22,352Net Income 2019: -$19,1332019Revenue 2021: $38,616Expenses 2021: $12,868Net Income 2021: $25,7482021

Highlighted filing

2012

Revenue-
Expenses$31,700
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Jun 17, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERON H WORTHSole Member, Pres &PT$10,000-$10,000
JAQUELINE M B WRENVP, Sec, Director-$0--
ANDREW P ZAPPIADirector-$0--
CHRISTOPHER S WRENDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRICK CHURCHGeneral support501(c)3NEW YORK, NY, US$3,000
Paid GrantPACE UNIVERSITYGeneral support501(c)3NEW YORK, NY, US$2,000
Paid GrantVERMONT LAW SCHOOLGeneral support501(c)3S ROYALTON, VT, US$2,000
Paid GrantDARTMOUTH COLLEGEGeneral support501(c)3HANOVER, NH, US$2,000
Paid GrantST MARTIN'S CHURCHGeneral support501(c)3FAIRLEE, VT, US$2,000
Paid GrantSMITH COLLEGE (CL OF '59)General support501(c)3NORTHAMPTON, MA, US$2,000
Paid GrantNARBERTH PRESBYTERIAN CHURCHGeneral support501(c)3NARBERTH, PA, US$2,000
Paid GrantPRINCETON BATTLEFIELD SOCIETYGeneral support501(c)3PRINCETON, NJ, US$1,500
Paid GrantVERMONT HISTORICAL SOCIETYGeneral support501(c)3BARRE, VT, US$1,000
Filing and Contact Details

Filer

EIN
13-6162097
Raw XML AppendixShowing 400 of 446 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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AccountingFeesSchedule/AccountingFees/Amount02700
AccountingFeesSchedule/AccountingFees/Category0David Le Sueur Bookkeeping and tax
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02700
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis023552
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis14175
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis25192
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod0FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod1FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod2FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02000-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12002-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22009-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice025000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice18232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice27530
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Legg Mason Value Trust 643.50 shares
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Exxon Mobil Corp - 100 shares
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2Thermo Fisher Scientific - 145 shares
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0BROKER TO BROKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual1BROKER TO BROKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual2BROKER TO BROKER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet01448
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet22338
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11907
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue28349
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue36849
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue45319
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue55018
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue611374
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue75435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue89354
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue97036
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue104936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16993
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV218234
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV38424
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV47570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV58336
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV620772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV79948
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV813502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV98719
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV107816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M Co - 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Bank of New York Mellon - 283 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Exxon Mobil Corp - 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3General Electric - 400 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Intel Corp - 350 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JPMorgan Chase & Co. - 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6Pepsico Inc - 300 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Pfizer Inc. - 400 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Procter & Gamble - 195 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9Sempra Energy 125 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10United Technologies Corp. - 100 sh
InvestmentsOtherSchedule2/InvestmentsOther/BookValue054073
InvestmentsOtherSchedule2/InvestmentsOther/BookValue111496
InvestmentsOtherSchedule2/InvestmentsOther/BookValue216056
InvestmentsOtherSchedule2/InvestmentsOther/BookValue335000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue444000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue5133862
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BNY Mellon Focused Equity Opp - M - 4,199.76 sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1BNY Mellon Mid Cap Stk Fd - 1,548.80 sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2BNY Mellon Small Cap Stock Fd - 1,384.33 sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3Dreyfus Diversified Intl - I - 3,264.93 sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4Dreyfus Strategic Value F - 1 - 1,555.17 sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Legg Mason Value Trust - 3,711.56 sh
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV054639
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV118136
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV215809
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV332029
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV446857
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV5153473
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07843
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0999999
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode06
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0999999
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Investment advisory fees and foreign tax
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount07843
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice040762
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IRS990PF/BalanceSheets/CapitalStockBOY0391435
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02000-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12002-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-04-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Legg Mason Value Trust 643.50 shares
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Exxon MObil Corp - 100 shares
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Thermo Fisher Scientific Inc - 145 shares
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THERON H WORTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAQUELINE M B WREN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ANDREW P ZAPPIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CHRISTOPHER S WREN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Sole Member, Pres &
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP, Sec, Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10736 COLLEGE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1126 QUINIBECK ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1295 WHEATSTONE CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13BRAGG HILL RD
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0409760
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