Civic Intelligence

Florence & Edgar Leslie Charitable Foundation

990PF • Fiscal year 2016 • EIN 13-6720542

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 13, 2017

Organization Profile
338 Nod Hill RoadWilton, CT 06897-0796

(203) 866-9600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$5,480

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,000,728

Down $51,435 (-2.5%) from 2015

Net Assets

Down

$2,000,728

Down $51,435 (-2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$60,540

Down $121,366 (-67%) from 2015

Expenses

Up

$111,975

Up $13,590 (+14%) from 2015

Net Income

Down

-$51,435

Down $134,956 (-162%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,872,057Liabilities 2011: $02011Assets 2012: $1,868,355Liabilities 2012: $02012Assets 2013: $1,894,828Liabilities 2013: $02013Assets 2014: $1,968,642Liabilities 2014: $0Net Assets 2014: $1,968,6422014Assets 2015: $2,052,163Liabilities 2015: $0Net Assets 2015: $2,052,1632015Assets 2016: $2,000,728Liabilities 2016: $0Net Assets 2016: $2,000,7282016Assets 2017: $2,020,772Liabilities 2017: $0Net Assets 2017: $2,020,7722017Assets 2018: $2,050,981Liabilities 2018: $0Net Assets 2018: $2,050,9812018Assets 2019: $2,048,006Liabilities 2019: $0Net Assets 2019: $2,048,0062019Assets 2020: $2,008,205Liabilities 2020: $0Net Assets 2020: $2,008,2052020Assets 2021: $2,067,236Liabilities 2021: $0Net Assets 2021: $2,067,2362021Assets 2022: $2,069,807Liabilities 2022: $0Net Assets 2022: $2,069,8072022Assets 2023: $2,008,271Liabilities 2023: $0Net Assets 2023: $2,008,2712023Assets 2024: $1,985,175Liabilities 2024: $0Net Assets 2024: $1,985,1752024

Highlighted filing

2016

Assets$2,000,728
Liabilities$0
Net Assets$2,000,728
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200KRevenue 2011: $387,608Expenses 2011: $96,934Net Income 2011: $290,6742011Revenue 2012: $96,654Expenses 2012: $100,401Net Income 2012: -$3,7472012Revenue 2013: $134,454Expenses 2013: $105,235Net Income 2013: $29,2192013Revenue 2014: $186,484Expenses 2014: $112,670Net Income 2014: $73,8142014Revenue 2015: $181,906Expenses 2015: $98,385Net Income 2015: $83,5212015Revenue 2016: $60,540Expenses 2016: $111,975Net Income 2016: -$51,4352016Revenue 2017: $121,830Expenses 2017: $101,786Net Income 2017: $20,0442017Revenue 2018: $115,351Expenses 2018: $85,142Net Income 2018: $30,2092018Revenue 2019: $108,170Expenses 2019: $111,145Net Income 2019: -$2,9752019Revenue 2020: $86,743Expenses 2020: $126,544Net Income 2020: -$39,8012020Revenue 2021: $169,020Expenses 2021: $109,989Net Income 2021: $59,0312021Revenue 2022: $105,850Expenses 2022: $112,981Net Income 2022: -$7,1312022Revenue 2023: $38,013Expenses 2023: $99,549Net Income 2023: -$61,5362023Revenue 2024: $88,882Expenses 2024: $111,978Net Income 2024: -$23,0962024

Highlighted filing

2016

Revenue$60,540
Expenses$111,975
Net Income-$51,435
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW G BRUCKERTrusteePT$5,480-$5,480
ELLEN J MARTINTrusteePT$5,480-$5,480
Filing and Contact Details

Filer

Filer Name
Florence & Edgar Leslie Charitable Trust
EIN
13-6720542
Phone
2038669600
Address
338 NOD HILL ROAD, WILTON, CT 06897-0796

Signing Officer

Name
Andrew G Brucker Esq
Title
Trustee
Phone
2038669600
Signed
2017-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Reynolds & Rowella Llp
Address
90 GROVE STREET, RIDGEFIELD, CT 06877
Preparer
Ben Maini CPA
Phone
2034380161
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STARWOOD PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED PARCEL SVC INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WILLIAMS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AFLAC INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ABBVIE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ILLNOIS TOOL WKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MEREK & CO., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AMERICAN TOWER CORP. PREFERRED CONVERTIBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DYNERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EXELON CORPPREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CREDIT SUISSE NEW YORK 4.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BLACKROCK STRATEGIC INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BLACKROCK MULTI ASSET INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61COLUMBIA INCOME BUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GUGGENHEIM MACRO OPPTYS CL A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ALPS ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CALAMOS STRATEGIC TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CHEMOURS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CLAYMORE GUGGENHEIM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70GABELLI EQUITY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ISHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SPDR BARCLAYS CAPITAL COPNVERTIBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TRAVELERS COMPANIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DREYFUS GLOBAL REAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76DREYFUS STANDISH GLOBAL FIXED INCOME CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GUGGENHEIM TOTAL RETURN BOND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LORD ABBETT SHORT DURATION INCOME CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LORD ABBETT HIGH YIELD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MFS CORPORATE BOND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PIMCO INCOME CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ADVANSIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85BIOGEN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86BLACKROCK DEFINED OPPY CREDIT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89FEDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90INTL BUSINESS MACHNES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91METLIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NOVARTIS AG SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TJX COMPANIES INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VISA INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96W P CAREY INC.
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1343
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043043
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060540
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03865
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03865
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05590
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010960
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt077500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt077500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047452
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-51435
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0376329
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-12860
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0285
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt089735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0111975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060540
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1371242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-14168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22053
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-14168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22053
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1357074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22053
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt083076
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0377
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03240
IRS990PF/FMVAssetsEOYAmt02131581
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,000,728
Liabilities
$0
Net assets
$2,000,728
Revenue
$60,540
Expenses
$111,975
Net income
-$51,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09$0.11$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.04$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.11$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.13$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.11$0.11$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.12$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.18$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.13$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.10$0.00
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.39$0.10$0.29