Civic Intelligence

Peale Foundation Inc.

990PF • Fiscal year 2018 • EIN 14-1746478

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 12, 2019

Organization Profile
665 Old Quaker Hill RoadPawling, NY 12564

(914) 855-3559

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$7,145,511

Flat from 2018

Net Assets

Flat

$7,141,161

Flat from 2018

Liabilities

Flat

$4,350

Flat from 2018

Revenue And Expenses

Revenue

Flat

$317,800

Flat from 2018

Expenses

Flat

$689,058

Flat from 2018

Net Income

Flat

-$371,258

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,498,929Liabilities 2011: $15,4002011Assets 2012: $6,135,835Liabilities 2012: $15,400Net Assets 2012: $6,120,4352012Assets 2013: $6,500,624Liabilities 2013: $10,600Net Assets 2013: $6,490,0242013Assets 2014: $6,919,141Liabilities 2014: $11,825Net Assets 2014: $6,907,3162014Assets 2015: $5,892,848Liabilities 2015: $56,243Net Assets 2015: $5,836,6052015Assets 2016: $6,054,595Liabilities 2016: $4,351Net Assets 2016: $6,050,2442016Assets 2017: $6,747,541Liabilities 2017: $4,351Net Assets 2017: $6,743,1902017Assets 2018: $7,145,511Liabilities 2018: $4,350Net Assets 2018: $7,141,1612018Assets 2018: $7,145,511Liabilities 2018: $4,350Net Assets 2018: $7,141,1612018Assets 2019: $6,887,523Liabilities 2019: $4,350Net Assets 2019: $6,883,1732019Assets 2020: $7,521,408Liabilities 2020: $4,352Net Assets 2020: $7,517,0562020Assets 2021: $9,441,497Liabilities 2021: $4,350Net Assets 2021: $9,437,1472021Assets 2022: $7,154,177Liabilities 2022: $5,500Net Assets 2022: $7,148,6772022Assets 2023: $8,440,761Liabilities 2023: $5,500Net Assets 2023: $8,435,2612023Assets 2024: $10,536,102Liabilities 2024: $6,500Net Assets 2024: $10,529,6022024Assets 2025: $11,709,205Liabilities 2025: $7,500Net Assets 2025: $11,701,7052025

Highlighted filing

2018

Assets$7,145,511
Liabilities$4,350
Net Assets$7,141,161
Open 2018 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $526,819Expenses 2011: $710,475Net Income 2011: -$183,6562011Expenses 2012: $645,5282012Expenses 2013: $567,0702013Revenue 2014: $537,396Expenses 2014: $624,998Net Income 2014: -$87,6022014Revenue 2015: $516,910Expenses 2015: $658,054Net Income 2015: -$141,1442015Revenue 2016: $336,158Expenses 2016: $604,054Net Income 2016: -$267,8962016Revenue 2017: $560,939Expenses 2017: $555,731Net Income 2017: $5,2082017Revenue 2018: $317,800Expenses 2018: $689,058Net Income 2018: -$371,2582018Revenue 2018: $317,800Expenses 2018: $689,058Net Income 2018: -$371,2582018Revenue 2019: $481,618Expenses 2019: $684,933Net Income 2019: -$203,3152019Revenue 2020: $729,161Expenses 2020: $614,535Net Income 2020: $114,6262020Revenue 2021: $750,565Expenses 2021: $456,182Net Income 2021: $294,3832021Revenue 2022: $810,481Expenses 2022: $904,264Net Income 2022: -$93,7832022Revenue 2023: $941,691Expenses 2023: $1,046,256Net Income 2023: -$104,5652023Revenue 2024: $606,279Expenses 2024: $1,049,729Net Income 2024: -$443,4502024Revenue 2025: $1,099,642Expenses 2025: $1,111,692Net Income 2025: -$12,0502025

Highlighted filing

2018

Revenue$317,800
Expenses$689,058
Net Income-$371,258
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 12, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET P EVERETTPres/DirectorPT$15,000-$15,000
JOHN S PEALEV.Pres/DirectorPT$15,000-$15,000
ELIZABETH PEALE ALLENSec/Trea/DirectPT$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Peale Foundation Inc
EIN
14-1746478
Phone
9148553559
Address
665 OLD QUAKER HILL ROAD, PAWLING, NY 12564

Signing Officer

Name
Elizabeth P Allen
Title
Sec/trea/direct
Signed
2019-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Sperduto Spector & Co CPAs PC
Address
15 Chester Avenue, White Plains, NY 10601
Preparer
Joseph R Sperduto
Phone
9144483050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOW DUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FACEBOOK INC. COM USD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GOLDMAN SACHS GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HORMEL FOODS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WEC ENERGY GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMERICAN EAGLE OUTFITTERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ALLSCRIPTS HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BERKSHIRE HATHAWAY INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DE LUXE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GAMESTOP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES US ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES US TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HALCON RESOURCES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ON ASSIGNMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES MSCI GERMANY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES MSCI JAPAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ALKERMES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ACADIA HEALTHCARE CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ARTISAN PARTNERS ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51APTAGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BJS RESTAURANTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BLACKBAUD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BOOZ ALLEN HAMILTON HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BANKUNITED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BURLINGTON STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CAVCO INDS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59COMPASS MINERALS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CATALENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CATATLANTIC GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CALLON PETROLEUM CO-DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63COGNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64DRIL-QUIP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65DORMAN PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EAGLE MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FIVE BELOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69GLACIER BANKCORP INC-NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70GARDNER DENVER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71GARTNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73HORIZON GLOBAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ICU MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75IDEXX LABORATORIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76JAMES RIVER GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77K2M GROUP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LITHIA MOTORS INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LINCOLN ELEC HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MARKETAXESS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MICHAELS COMPANIES INC (THE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MIDDLEBY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NORDSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84OGE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PRICESMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86POWER INTEGRATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PINNACLE FINL PARTNERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PROASSURANCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91QEP RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PREMIER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93POLARIS INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94QUAKER CHEMICAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95RPM INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97RITCHIE BROS AUCTIONEERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SUPERIOR ENERGY SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SILICON LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SS&C TECHNOLOGIES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SCHNEIDER NATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TUPPERWARE BRANDS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TEXAS CAPITAL BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110ULTIMATE SOFTWARE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WEST PHARMACEUTICA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WESTERN ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WAGEWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115WEBSTER FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ZEBRA TECHNOLOGIES CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ASGN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119AMNEAL PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120BERRY GLOBAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121BIO-RAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122CALLON PETROLEUM CO-DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123CARTER'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124EPAM SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125HEXCEL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126MATADOR RESOURCES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127PARSLEY ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128RAPID7 INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129TEXAS ROADHOUSE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94262
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENT MANAGERS SER TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HARRIS ASSOC INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ROWE T PRICE INTL FDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN CAMPUS COMMUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CORSITE RLTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EASTERLY GOVERNMENT PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MID AMERICA APARTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PHYSICIANS REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SUMMIT HOTEL PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SUN COMMUNITIES INC

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,145,511
Liabilities
$4,350
Net assets
$7,141,161
Revenue
$317,800
Expenses
$689,058
Net income
-$371,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$0.01$11.7$1.10$1.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.01$10.5$0.61$1.05$0.44
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.01$8.44$0.94$1.05$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.15$0.81$0.90$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.75$0.46$0.29
2020Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.73$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.88$0.48$0.68$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.14$0.32$0.69$0.37
2018Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.14$0.32$0.69$0.37
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.74$0.56$0.56$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.34$0.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.06$5.84$0.52$0.66$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.01$6.91$0.54$0.62$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.50$0.01$6.49$0.57
2012Detailed filing. Detailed filing data is available for this year.$6.14$0.02$6.12$0.65
2011Summary only. Only limited summary data is available for this year.$5.50$0.02$0.53$0.71$0.18