Civic Intelligence

Bradley Family Charitable Foundation Trust

990PF • Fiscal year 2016 • EIN 13-7489040

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 15, 2017

107 Brewery RoadNew City, NY 10956

(845) 638-2355

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

67%

Higher net margin than 79% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

421%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$4,147,267

Up $505,491 (+14%) from 2015

Net Assets

Up

$4,147,267

Up $505,491 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$749,212

Up $605,275 (+421%) from 2015

Expenses

Up

$243,721

Up $12,960 (+5.6%) from 2015

Net Income

Up

$505,491

Up $592,315 (+682%) from 2015

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: $3,539,219Liabilities 2010: $0Net Assets 2010: $3,539,2192010Assets 2011: $3,508,709Liabilities 2011: $0Net Assets 2011: $3,508,7092011Assets 2012: $3,442,346Liabilities 2012: $0Net Assets 2012: $3,442,3462012Assets 2013: $3,610,098Liabilities 2013: $0Net Assets 2013: $3,610,0982013Assets 2014: $3,728,600Liabilities 2014: $0Net Assets 2014: $3,728,6002014Assets 2015: $3,641,776Liabilities 2015: $0Net Assets 2015: $3,641,7762015Assets 2016: $4,147,267Liabilities 2016: $0Net Assets 2016: $4,147,2672016Assets 2017: $4,113,449Liabilities 2017: $0Net Assets 2017: $4,113,4492017Assets 2018: $4,203,689Liabilities 2018: $0Net Assets 2018: $4,203,6892018Assets 2019: $4,105,403Liabilities 2019: $0Net Assets 2019: $4,105,4032019Assets 2020: $4,018,967Liabilities 2020: $0Net Assets 2020: $4,018,9672020Assets 2021: $4,212,713Liabilities 2021: $0Net Assets 2021: $4,212,7132021Assets 2022: $5,595,595Liabilities 2022: $0Net Assets 2022: $5,595,5952022Assets 2023: $5,711,578Liabilities 2023: $0Net Assets 2023: $5,711,5782023Assets 2024: $5,851,381Liabilities 2024: $0Net Assets 2024: $5,851,3812024

Highlighted filing

2016

Assets$4,147,267
Liabilities$0
Net Assets$4,147,267

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $57,6682010Expenses 2011: $175,1412011Expenses 2012: $212,1312012Revenue 2013: $385,348Expenses 2013: $217,596Net Income 2013: $167,7522013Revenue 2014: $333,931Expenses 2014: $215,429Net Income 2014: $118,5022014Revenue 2015: $143,937Expenses 2015: $230,761Net Income 2015: -$86,8242015Revenue 2016: $749,212Expenses 2016: $243,721Net Income 2016: $505,4912016Revenue 2017: $216,233Expenses 2017: $250,051Net Income 2017: -$33,8182017Revenue 2018: $346,049Expenses 2018: $255,809Net Income 2018: $90,2402018Revenue 2019: $185,036Expenses 2019: $283,322Net Income 2019: -$98,2862019Revenue 2020: $167,251Expenses 2020: $253,687Net Income 2020: -$86,4362020Revenue 2021: $513,390Expenses 2021: $319,644Net Income 2021: $193,7462021Revenue 2022: $1,701,891Expenses 2022: $319,009Net Income 2022: $1,382,8822022Revenue 2023: $489,604Expenses 2023: $373,621Net Income 2023: $115,9832023Revenue 2024: $622,809Expenses 2024: $483,006Net Income 2024: $139,8032024

Highlighted filing

2016

Revenue$749,212
Expenses$243,721
Net Income$505,491
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA BLANCHETTrustee-$0--
RONALD GAULTTrustee-$0--
GARY A JAKALOWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bradley Family Charitable
EIN
13-7489040
Phone
8456382355
Address
107 BREWERY ROAD, NEW CITY, NY 10956

Signing Officer

Name
Gary a Jakalow
Title
Trustee
Signed
2017-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Gary a Jakalow Ea
Address
107 Brewery Road, New City, NY 10956-6115
Preparer
Gary A Jakalow
Phone
8456382355
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51161 PHILLIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5251,074.08 DREYFUS YIELD ENHANCEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53480 VOYA FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54310 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55230 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56500 SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57570 TAIWAN SEMICONDUCTOR MFG CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58100 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59152 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60270 DOW CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61150 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6267 PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63430 HARTFORD FINL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64320 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65200 ILLINOIS TOOL WKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6686 UNITED HEALTH SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67270 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68345 MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69103 ZIMMER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70270 TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71120 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm726,130.373 DREYFUS SELECT MGRS SMALL CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm732,963.842 THE BNY MELLON SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm745,387.931 BNY MELLON INTERNTL EQUITY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7584 3M CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm762,078.969 DREYFUS DIVERSIFIED EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7771 ALLERGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78630 CITIZENS FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79190 AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80940 ALLY FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8155 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82150 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83390 CABOT OIL & GAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841220 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8595 ALEXION PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8669 BIOMARIN PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87188 BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88850 NABORS INDUSTRIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8990 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90390 EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91130 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm921,834.189 DREYFUS INTL SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9315,772.871 DRETFUS BNY MELLON FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt088127
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt046685
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt088127
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt046685
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0134812
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt088127
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046685
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0216650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0216650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0614400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt088127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt088127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088127
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0505491
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0641447
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046685
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0108141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025302
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01369
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt088127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0243721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0749212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026671
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0306417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1288345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt153150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0299952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1341495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046685
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6465
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0505491
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04147267
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03641776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04147267
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0213980
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0213980
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0213980
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0215061
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01081
IRS990PF/DistributableAmountGrp/TotalTaxAmt01081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07122
IRS990PF/FMVAssetsEOYAmt04487948
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt060001
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt060001
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03571209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04070026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04410707
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03641776
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04147267
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt070567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017240
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03641776
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04147267
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04487948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03641776
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04147267
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03641776
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04147267
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04366718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04302488
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065501
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0215061
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04301217
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04366718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA BLANCHET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RONALD GAULT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GARY A JAKALOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0107 BREWERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1107 BREWERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2107 BREWERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW CITY

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.62$0.48$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.49$0.37$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.70$0.32$1.38
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.51$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.25$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.19$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.35$0.26$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.75$0.24$0.51
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.14$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.33$0.22$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.39$0.22$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.06