Alison Foundation

990PF • Fiscal year 2021 • EIN 20-0226054

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile

535 Dean St Apt 908Brooklyn, NY 11217

(585) 738-5388

Siviq Scores

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

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

0.00x

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

43%

Higher net margin than 48% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

5.3%

Faster asset growth than 47% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

-30%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets72nd percentile

Assets

Flat

$20,419,313

Flat from 2021

Net Assets

$20,419,313

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue68th percentile Net Margin48th percentile

Revenue

Flat

$2,421,482

Flat from 2021

Expenses

Flat

$1,390,587

Flat from 2021

Net Income

Flat

$1,030,895

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2021

Assets$20,419,313

Liabilities$0

Net Assets$20,419,313

Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2021

Revenue$2,421,482

Expenses$1,390,587

Net Income$1,030,895

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 5, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay66th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RONALD H FIELDING	Trustee	-	$0	-	-
DANIEL FIELDING	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alison Foundation
EIN: 20-0226054
Phone: 5857385388
Address: 535 DEAN ST APT 908, BROOKLYN, NY 11217

Signing Officer

Name: Daniel Fielding
Title: Secretary
Signed: 2022-05-05

Preparer

Firm: Mercer Global Advisors Inc
Address: 375 WOODCLIFF DR STE 1C, FAIRPORT, NY 14450-4276
Preparer: Jamie Block CPA
Phone: 8555101040

Raw XML Appendix279 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.

Path	#	Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	2775066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	17537115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	27351612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	1019058
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	233037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1305000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	1305000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1891056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	233037
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	555
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1086534
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	82853
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	82784
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1390587
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	2421482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	85587
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-32966
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	UBS STC 5904 - SEE ATTCHD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	UBS LTNC 5904 - SEE ATTCHD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	UBS MARKET DISCOUNT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	3652
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1372630
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1372630
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1372630
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	33659
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	33659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	18341
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	18341
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	52000
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	16113568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	17537115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	27351612
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	19392070
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	20419313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	563685
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	543782
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	30670460
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	19392070
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	571836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	24982316
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	428311
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	2999940
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	28125781
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DANIEL FIELDING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	SC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	11217
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	11217
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO SUPPORT THE CURRICULUM BASED ON T
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUMMER CAMP ENRICHMENT PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNIVERSITY OF ROCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	POLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	14627
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1305000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1305000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1372630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	67630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	39877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	552747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	302519
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	67630
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	234889
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	596771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	39877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	552747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1305000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	831660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	899290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3652
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	LATE PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	778
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	82853
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	82853
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	82853
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	720
TaxesSchedule/TaxesDetail/Amt	0	52000
TaxesSchedule/TaxesDetail/Amt	1	30784
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	2020 TAX DUE
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL FIELDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALISON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ALIS
ReturnHeader/Filer/EIN	0	200226054
ReturnHeader/Filer/PhoneNum	0	5857385388
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	535 DEAN ST APT 908
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	743257877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MERCER GLOBAL ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	375 WOODCLIFF DR STE 1C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FAIRPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	144504276
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8555101040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMIE BLOCK CPA
ReturnHeader/ReturnTs	0	2022-05-12T14:44:06-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FIELDING
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $20,419,313
Liabilities: $0
Net assets: $20,419,313
Revenue: $2,421,482
Expenses: $1,390,587
Net income: $1,030,895

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2021Detailed filing. Detailed filing data is available for this year.	$20.4	$0.00	$20.4	$2.42	$1.39	$1.03
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