Civic Intelligence

Alison Foundation

990PF • Fiscal year 2016 • EIN 20-0226054

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 05, 2017

Organization Profile
160 West 75th Street Apt 4ANew York, NY 10023

(585) 738-5388

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$15,014,828

Up $289,481 (+2.0%) from 2015

Net Assets

Up

$15,014,828

Up $289,481 (+2.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin82nd percentile

Revenue

Down

$1,875,428

Down $3,385,763 (-64%) from 2015

Expenses

Up

$1,403,803

Up $396,797 (+39%) from 2015

Net Income

Down

$471,625

Down $3,782,560 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$30M$20M$10M$0Assets 2010: $6,899,549Liabilities 2010: $0Net Assets 2010: $6,899,5492010Assets 2011: $7,011,187Liabilities 2011: $0Net Assets 2011: $7,011,1872011Assets 2012: $7,332,502Liabilities 2012: $12012Assets 2013: $9,576,760Liabilities 2013: $0Net Assets 2013: $9,576,7602013Assets 2014: $9,479,744Liabilities 2014: $0Net Assets 2014: $9,479,7442014Assets 2015: $14,725,347Liabilities 2015: $0Net Assets 2015: $14,725,3472015Assets 2016: $15,014,828Liabilities 2016: $0Net Assets 2016: $15,014,8282016Assets 2017: $16,116,027Liabilities 2017: $0Net Assets 2017: $16,116,0272017Assets 2018: $16,577,896Liabilities 2018: $0Net Assets 2018: $16,577,8962018Assets 2019: $16,626,533Liabilities 2019: $0Net Assets 2019: $16,626,5332019Assets 2020: $19,392,070Liabilities 2020: $0Net Assets 2020: $19,392,0702020Assets 2021: $20,419,313Liabilities 2021: $12021Assets 2022: $20,922,096Liabilities 2022: $0Net Assets 2022: $20,922,0962022Assets 2023: $21,129,227Liabilities 2023: $12023Assets 2024: $22,943,771Liabilities 2024: $0Net Assets 2024: $22,943,7712024

Highlighted filing

2016

Assets$15,014,828
Liabilities$0
Net Assets$15,014,828
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $320,2752010Expenses 2011: $414,0032011Revenue 2012: $650,727Expenses 2012: $411,600Net Income 2012: $239,1272012Revenue 2013: $2,727,779Expenses 2013: $635,022Net Income 2013: $2,092,7572013Revenue 2014: $889,034Expenses 2014: $690,725Net Income 2014: $198,3092014Revenue 2015: $5,261,191Expenses 2015: $1,007,006Net Income 2015: $4,254,1852015Revenue 2016: $1,875,428Expenses 2016: $1,403,803Net Income 2016: $471,6252016Revenue 2017: $2,080,891Expenses 2017: $1,022,374Net Income 2017: $1,058,5172017Revenue 2018: $1,627,608Expenses 2018: $1,142,230Net Income 2018: $485,3782018Revenue 2019: $1,744,587Expenses 2019: $1,683,302Net Income 2019: $61,2852019Revenue 2020: $3,468,744Expenses 2020: $1,118,182Net Income 2020: $2,350,5622020Revenue 2021: $2,421,482Expenses 2021: $1,390,587Net Income 2021: $1,030,8952021Revenue 2022: $2,149,339Expenses 2022: $1,569,129Net Income 2022: $580,2102022Revenue 2023: $1,855,976Expenses 2023: $1,350,405Net Income 2023: $505,5712023Revenue 2024: $3,208,521Expenses 2024: $1,801,191Net Income 2024: $1,407,3302024

Highlighted filing

2016

Revenue$1,875,428
Expenses$1,403,803
Net Income$471,625
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald H FieldingTrusteePT$0--
Daniel FieldingSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Alison Foundation
EIN
20-0226054
Phone
5857385388
Address
160 West 75th Street Apt 4A, New York, NY 10023

Signing Officer

Name
Ronald H Fielding
Title
Trustee
Signed
2017-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Wealth Design Services Inc
Address
132 Allens Creek Rd Ste 205, Rochester, NY 14618
Preparer
Jamie F Block CPA
Phone
5854423230
Raw XML AppendixShowing 400 of 401 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210000 SCHWAB CHARLES NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31200 THORNBURG MTG INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415000 TOBACCO SETTLEMENT AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc580000 TOBACCO SETTLEMENT AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61 PUT EMN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc799 PUT EMN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81500 CONSTELLATION BRANDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96500 SCHWAB CHARLES NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10290000 NEW YORK CNTYS TOB TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11590000 NEW YORK CNTYS TOB TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121835000 NEW YORK CNTYS TOB TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1355000 MICHIGAN TOB SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HUNTINGTON NATION. SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Capital Gain Dividends
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014725347
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015014828
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01017481
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01017481
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01017481
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01036155
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018674
IRS990PF/DistributableAmountGrp/TotalTaxAmt018674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048800
IRS990PF/FMVAssetsEOYAmt019827659
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014725347
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015014828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02597296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01651776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05680334
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0207227
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0207227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014725347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015014828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019827659
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014725347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015014828
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014725347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015014828
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012086885
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt013155825
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt013940098
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt021038675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0103151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020935524
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0315580
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01036155
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020723095
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt021038675
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ronald H Fielding
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Daniel Fielding
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt042 SURFSONG RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1160 West 75th Street Apt 4A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KIAWAH ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110023
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01074617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01093291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0951386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0650000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0583830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0410000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0393804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020723095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt018554069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012701693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010082091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08555563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07721659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01320000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.259280
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01301326
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01320000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt018674
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01320000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0160 West 75th Street Apt 4A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010023
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Daniel Fielding
IRS990PF/StatementsRegardingActyGrp/PhoneNum05857385388
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Ronald H Fielding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support the curriculum based on the reading, study and discussion of the most important books of the Western tradition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Preserve and protect the historical, architectural and material culture that make up Charleston's rich and irreplaceable heritage.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST JOHN'S COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HISTORIC CHARLESTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt060 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 EAST BAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01320000
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/AppliedToCurrentYearAmt01017481
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01017481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0120911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0586666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0302519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0120911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132065
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01320000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0302519
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0595360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0292841
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0182144
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT - ACCRUED INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08005
TaxesSchedule/TaxesDetail/Amt048800
TaxesSchedule/TaxesDetail/Amt1569
TaxesSchedule/TaxesDetail/Amt232214
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1PY BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2PY EXTENSION
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald H Fielding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alison Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALIS
ReturnHeader/Filer/EIN0200226054
ReturnHeader/Filer/PhoneNum05857385388
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 West 75th Street Apt 4A
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Design Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 Allens Creek Rd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014618
ReturnHeader/PreparerPersonGrp/PhoneNum05854423230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie F Block CPA
ReturnHeader/ReturnTs02017-06-05T08:56:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,014,828
Liabilities
$0
Net assets
$15,014,828
Revenue
$1,875,428
Expenses
$1,403,803
Net income
$471,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$3.21$1.80$1.41
2023Summary only. Only limited summary data is available for this year.$21.1$0.00$1.86$1.35$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.15$1.57$0.58
2021Summary only. Only limited summary data is available for this year.$20.4$0.00$2.42$1.39$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$3.47$1.12$2.35
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.74$1.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.63$1.14$0.49
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.08$1.02$1.06
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.88$1.40$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$5.26$1.01$4.25
2014Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.89$0.69$0.20
2013Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$2.73$0.64$2.09
2012Summary only. Only limited summary data is available for this year.$7.33$0.00$0.65$0.41$0.24
2011Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.41
2010Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.32
Peer Organizations

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