Civic Intelligence

The Braewold Fund

990PF • Fiscal year 2017 • EIN 13-7196658

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

3305 Kendal WaySleepy Hollow, NY 10591-1066

(914) 922-1559

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

108%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,732,995

Up $212,184 (+4.7%) from 2016

Net Assets

Up

$4,732,995

Up $212,184 (+4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$478,664

Up $248,424 (+108%) from 2016

Expenses

Up

$266,480

Up $82,979 (+45%) from 2016

Net Income

Up

$212,184

Up $165,445 (+354%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $531,835Liabilities 2010: $0Net Assets 2010: $531,8352010Assets 2011: $493,698Liabilities 2011: $0Net Assets 2011: $493,6982011Assets 2012: $551,374Liabilities 2012: $0Net Assets 2012: $551,3742012Assets 2013: $1,464,238Liabilities 2013: $0Net Assets 2013: $1,464,2382013Assets 2014: $2,202,828Liabilities 2014: $0Net Assets 2014: $2,202,8282014Assets 2015: $4,474,072Liabilities 2015: $0Net Assets 2015: $4,474,0722015Assets 2016: $4,520,811Liabilities 2016: $0Net Assets 2016: $4,520,8112016Assets 2017: $4,732,995Liabilities 2017: $0Net Assets 2017: $4,732,9952017Assets 2018: $4,966,541Liabilities 2018: $0Net Assets 2018: $4,966,5412018Assets 2019: $4,859,805Liabilities 2019: $0Net Assets 2019: $4,859,8052019Assets 2020: $5,032,893Liabilities 2020: $0Net Assets 2020: $5,032,8932020Assets 2021: $5,384,158Liabilities 2021: $0Net Assets 2021: $5,384,1582021Assets 2022: $5,205,946Liabilities 2022: $0Net Assets 2022: $5,205,9462022Assets 2023: $4,936,832Liabilities 2023: $0Net Assets 2023: $4,936,8322023Assets 2024: $5,847,039Liabilities 2024: $0Net Assets 2024: $5,847,0392024

Highlighted filing

2017

Assets$4,732,995
Liabilities$0
Net Assets$4,732,995

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $49,5232010Expenses 2011: $41,4062011Expenses 2012: $40,7282012Revenue 2013: $1,078,251Expenses 2013: $165,387Net Income 2013: $912,8642013Revenue 2014: $877,789Expenses 2014: $139,199Net Income 2014: $738,5902014Revenue 2015: $2,449,087Expenses 2015: $177,843Net Income 2015: $2,271,2442015Revenue 2016: $230,240Expenses 2016: $183,501Net Income 2016: $46,7392016Revenue 2017: $478,664Expenses 2017: $266,480Net Income 2017: $212,1842017Revenue 2018: $502,705Expenses 2018: $269,159Net Income 2018: $233,5462018Revenue 2019: $219,469Expenses 2019: $326,205Net Income 2019: -$106,7362019Revenue 2020: $559,253Expenses 2020: $386,165Net Income 2020: $173,0882020Revenue 2021: $883,166Expenses 2021: $531,901Net Income 2021: $351,2652021Revenue 2022: $99,494Expenses 2022: $513,209Net Income 2022: -$413,7152022Revenue 2023: $149,768Expenses 2023: $315,046Net Income 2023: -$165,2782023Revenue 2024: $1,462,106Expenses 2024: $535,149Net Income 2024: $926,9572024

Highlighted filing

2017

Revenue$478,664
Expenses$266,480
Net Income$212,184
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WOODTrustee-$0--
FRANCES WOODTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Braewold Fund
EIN
13-7196658
Phone
9149221559
Address
3305 KENDAL WAY, SLEEPY HOLLOW, NY 10591-1066

Signing Officer

Name
James Wood
Title
Trustee
Phone
9149221559
Signed
2018-11-02

Preparer

Firm
Bostick & Murphy Cpas Pc
Address
113 SMITH AVE, MOUNT KISCO, NY 10549
Preparer
Patricia Ann Murphy
Phone
9146666336
Raw XML Appendix336 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03712191
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0819213
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0113 SMITH AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNT KISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010549
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PATRICIA ANN MURPHY CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09146666336
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0188120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAVERFORD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AFSC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1370 LANCASTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21501 CHERRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAVERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0219120
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0219120
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt054059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt054059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060045
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0219120
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060045
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114104
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04981
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02388
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEE
TaxesSchedule/TaxesDetail/Amt01777
TaxesSchedule/TaxesDetail/Amt116935
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09149221559
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRAEWOLD FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRAE
ReturnHeader/Filer/EIN0137196658
ReturnHeader/Filer/PhoneNum09149221559
ReturnHeader/Filer/USAddress/AddressLine1Txt03305 KENDAL WAY
ReturnHeader/Filer/USAddress/CityNm0SLEEPY HOLLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0105911066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B4582E74F9464472254FA34ED7B6D519823C932
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B4582E74F9464472254FA34ED7B6D519823C932
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.190.168.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:12:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133674998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOSTICK & MURPHY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 SMITH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT KISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010549
ReturnHeader/PreparerPersonGrp/PhoneNum09146666336
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA ANN MURPHY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-02T10:12:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.46$0.54$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$0.15$0.32$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.10$0.51$0.41
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.88$0.53$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.56$0.39$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.22$0.33$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$0.50$0.27$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.48$0.27$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.23$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$2.45$0.18$2.27
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.88$0.14$0.74
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.08$0.17$0.91
2012Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.05