Civic Intelligence

Heisman Trophy Trust

990PF • Fiscal year 2021 • EIN 13-7052079

Nov 01, 2020 to Oct 31, 2021 • Filed on Sep 15, 2022

Organization Profile

View Organization Page

111 Broadway No 103ANew York, NY 10006

(212) 425-7000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$39,796,263

Up $5,383,462 (+16%) from 2020

Net Assets

Up

$39,090,002

Up $5,104,084 (+15%) from 2020

Liabilities

Up

$706,261

Up $279,378 (+65%) from 2020

Revenue And Expenses

Revenue

Up

$9,092,548

Up $1,912,248 (+27%) from 2020

Expenses

Down

$3,988,464

Down $256,612 (-6.0%) from 2020

Net Income

Up

$5,104,084

Up $2,168,860 (+74%) from 2020

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $9,765,807Liabilities 2011: $1,110,9382011Assets 2012: $11,357,787Liabilities 2012: $667,1482012Assets 2013: $13,602,187Liabilities 2013: $853,7122013Assets 2014: $16,095,291Liabilities 2014: $678,7272014Assets 2015: $19,443,374Liabilities 2015: $489,821Net Assets 2015: $18,953,5532015Assets 2016: $22,562,193Liabilities 2016: $530,281Net Assets 2016: $22,031,9122016Assets 2017: $25,210,992Liabilities 2017: $250,489Net Assets 2017: $24,960,5032017Assets 2018: $29,369,270Liabilities 2018: $745,468Net Assets 2018: $28,623,8022018Assets 2019: $31,806,735Liabilities 2019: $756,041Net Assets 2019: $31,050,6942019Assets 2020: $34,412,801Liabilities 2020: $426,883Net Assets 2020: $33,985,9182020Assets 2021: $39,796,263Liabilities 2021: $706,261Net Assets 2021: $39,090,0022021Assets 2021: $39,916,174Liabilities 2021: $706,261Net Assets 2021: $39,209,9132021Assets 2022: $46,064,556Liabilities 2022: $719,215Net Assets 2022: $45,345,3412022Assets 2023: $50,198,057Liabilities 2023: $726,676Net Assets 2023: $49,471,3812023Assets 2024: $54,218,150Liabilities 2024: $1,260,472Net Assets 2024: $52,957,6782024

Highlighted filing

2021

Assets$39,796,263
Liabilities$706,261
Net Assets$39,090,002
Open 2021 Filing

Operations Trend

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

$15M$10M$5.0M$0Revenue 2011: $3,245,665Expenses 2011: $2,412,344Net Income 2011: $833,3212011Revenue 2012: $4,518,230Expenses 2012: $2,482,610Net Income 2012: $2,035,6202012Revenue 2013: $4,924,675Expenses 2013: $2,866,839Net Income 2013: $2,057,8362013Revenue 2014: $5,626,791Expenses 2014: $2,958,702Net Income 2014: $2,668,0892014Revenue 2015: $6,602,699Expenses 2015: $3,065,710Net Income 2015: $3,536,9892015Revenue 2016: $6,362,440Expenses 2016: $3,284,081Net Income 2016: $3,078,3592016Revenue 2017: $6,406,309Expenses 2017: $3,477,718Net Income 2017: $2,928,5912017Revenue 2018: $7,417,668Expenses 2018: $3,754,369Net Income 2018: $3,663,2992018Revenue 2019: $6,700,885Expenses 2019: $4,273,993Net Income 2019: $2,426,8922019Revenue 2020: $7,180,300Expenses 2020: $4,245,076Net Income 2020: $2,935,2242020Revenue 2021: $9,092,548Expenses 2021: $3,988,464Net Income 2021: $5,104,0842021Revenue 2021: $9,092,550Expenses 2021: $3,868,555Net Income 2021: $5,223,9952021Revenue 2022: $11,673,147Expenses 2022: $5,537,719Net Income 2022: $6,135,4282022Revenue 2023: $10,212,519Expenses 2023: $6,086,479Net Income 2023: $4,126,0402023Revenue 2024: $9,663,317Expenses 2024: $6,143,236Net Income 2024: $3,520,0812024

Highlighted filing

2021

Revenue$9,092,548
Expenses$3,988,464
Net Income$5,104,084
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Sep 15, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WHALENExecutive DirectorFT$178,264$52,587$230,851
MICHAEL COMERFORD ESQPresident-$0--
JAMES CORCORANTrustee-$0--
N RICHARD KALIKOWTrustee-$0--
VASILI KRISHNAMURTITrustee-$0--
BRIAN OBERGFELLTrustee-$0--
CAROL PISANOTrustee-$0--
SANFORD WURMFELDTrustee-$0--
WILLIAM J DOCKERYTrustee-$0--
ANNE F DONAHUETrustee-$0--
DAN REEDTrustee-$0--
MARVA SMALLSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heisman Trophy Trust
EIN
13-7052079
Phone
2124257000
Address
111 BROADWAY NO 103A, NEW YORK, NY 10006

Signing Officer

Name
Michael Comerford
Title
Trustee
Phone
2124257000
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
GRASSI & CO CPA'S PC
Address
50 JERICHO QUADRANGLE SUITE 200, JERICHO, NY 11753
Preparer
David Mrottkamp CPA
Phone
5162563500
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ExplanOfLegisPoliticalActvts/MediumExplanationTxt0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US FIXED INCOME - JP MORGAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GLOBAL FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2US FIXED INCOME - NORTHERN TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04495538
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14867813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24712474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04586814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14842600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24788825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06124780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11202855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2357964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39306696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4629315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5434442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62047075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7413769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8622878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9679358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10927114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09803951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11502822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2477911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312320523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4896176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51035422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62443671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7462775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8862423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9920019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101214137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0US LARGE CAP EUITY - JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EAFE EQUITY - JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JAPANESE LARGE CAP - JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EQUITIES - NORTHERN TRUST COHO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EQUITIES - NORTHERN TRUST COHO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EQUITIES - NORTHERN TRUST JENNISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EUROPEAN LARGE CAP EQUITY - JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASIA EX - JAPAN EQUITY - JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GRANITE - NORTHERN TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EQUITIES - NORTHERN TRUST EARNEST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EQUITIES - NORTHERN TRUST WCM INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0481088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REAL ESTATE - NORTHERN TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0554877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0929371
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01268668
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010716
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MERCHANDISE SALES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1LICENSING
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MEDIA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt09426
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt121849
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt23618285
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02208755
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03649560
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05858315
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt058194
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt058194
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04285233
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01268668
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0178264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0178264
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02107503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02107503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03234233
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt09454
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt09454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0929371
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0929371
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0929371
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05104084
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011933009
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010716
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010716
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010716
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt016318
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt016318
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01268668
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02006821
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01268668
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0105945
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt0154838
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0154838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0228250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0201934
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0430184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03649560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03649560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0783952
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0783952
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt074700
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt074700
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt044957
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$39,796,263
Liabilities
$706,261
Net assets
$39,090,002
Revenue
$9,092,548
Expenses
$3,988,464
Net income
$5,104,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.2$1.26$53.0$9.66$6.14$3.52
2023Detailed filing. Detailed filing data is available for this year.$50.2$0.73$49.5$10.2$6.09$4.13
2022Detailed filing. Detailed filing data is available for this year.$46.1$0.72$45.3$11.7$5.54$6.14
2021Detailed filing. Detailed filing data is available for this year.$39.9$0.71$39.2$9.09$3.87$5.22
2021Detailed filing. Detailed filing data is available for this year.$39.8$0.71$39.1$9.09$3.99$5.10
2020Detailed filing. Detailed filing data is available for this year.$34.4$0.43$34.0$7.18$4.25$2.94
2019Detailed filing. Detailed filing data is available for this year.$31.8$0.76$31.1$6.70$4.27$2.43
2018Detailed filing. Detailed filing data is available for this year.$29.4$0.75$28.6$7.42$3.75$3.66
2017Detailed filing. Detailed filing data is available for this year.$25.2$0.25$25.0$6.41$3.48$2.93
2016Detailed filing. Detailed filing data is available for this year.$22.6$0.53$22.0$6.36$3.28$3.08
2015Detailed filing. Detailed filing data is available for this year.$19.4$0.49$19.0$6.60$3.07$3.54
2014Summary only. Only limited summary data is available for this year.$16.1$0.68$5.63$2.96$2.67
2013Summary only. Only limited summary data is available for this year.$13.6$0.85$4.92$2.87$2.06
2012Summary only. Only limited summary data is available for this year.$11.4$0.67$4.52$2.48$2.04
2011Summary only. Only limited summary data is available for this year.$9.77$1.11$3.25$2.41$0.83