Civic Intelligence

Davis-Mccullough Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-5589596

Jan 01, 2016 to Dec 31, 2016 • Filed on May 19, 2017

Organization Profile
Wikstrom 30 Buxton Farms Rd No 325Stamford, CT 06905

(203) 329-9093

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.

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

7th percentile

-106%

Higher net margin than 7% of similar nonprofits.

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

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.

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

Asset Growth

13th percentile

-8.5%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

94th percentile

131%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,247,844

Down $207,546 (-8.5%) from 2015

Net Assets

Down

$2,247,844

Down $207,546 (-8.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$195,569

Up $110,872 (+131%) from 2015

Expenses

Down

$403,115

Down $60,545 (-13%) from 2015

Net Income

Up

-$207,546

Up $171,417 (+45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,126,451Liabilities 2010: $0Net Assets 2010: $4,126,4512010Assets 2011: $3,442,884Liabilities 2011: $0Net Assets 2011: $3,442,8842011Assets 2012: $3,221,540Liabilities 2012: $0Net Assets 2012: $3,221,5402012Assets 2013: $2,938,987Liabilities 2013: $0Net Assets 2013: $2,938,9872013Assets 2014: $2,834,353Liabilities 2014: $0Net Assets 2014: $2,834,3532014Assets 2015: $2,455,390Liabilities 2015: $0Net Assets 2015: $2,455,3902015Assets 2016: $2,247,844Liabilities 2016: $0Net Assets 2016: $2,247,8442016Assets 2018: $1,988,642Liabilities 2018: $0Net Assets 2018: $1,988,6422018Assets 2019: $1,554,539Liabilities 2019: $0Net Assets 2019: $1,554,5392019Assets 2020: $1,705,127Liabilities 2020: $0Net Assets 2020: $1,705,1272020Assets 2021: $1,800,301Liabilities 2021: $0Net Assets 2021: $1,800,3012021Assets 2022: $1,465,322Liabilities 2022: $0Net Assets 2022: $1,465,3222022Assets 2023: $1,493,400Liabilities 2023: $12023Assets 2024: $1,452,601Liabilities 2024: $0Net Assets 2024: $1,452,6012024

Highlighted filing

2016

Assets$2,247,844
Liabilities$0
Net Assets$2,247,844
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $772,9542010Expenses 2011: $750,3212011Expenses 2012: $349,1592012Revenue 2013: $80,853Expenses 2013: $363,406Net Income 2013: -$282,5532013Revenue 2014: $145,595Expenses 2014: $250,229Net Income 2014: -$104,6342014Revenue 2015: $84,697Expenses 2015: $463,660Net Income 2015: -$378,9632015Revenue 2016: $195,569Expenses 2016: $403,115Net Income 2016: -$207,5462016Revenue 2018: $369,340Expenses 2018: $295,626Net Income 2018: $73,7142018Revenue 2019: $215,870Expenses 2019: $649,973Net Income 2019: -$434,1032019Revenue 2020: $348,040Expenses 2020: $197,452Net Income 2020: $150,5882020Revenue 2021: $329,007Expenses 2021: $233,833Net Income 2021: $95,1742021Revenue 2022: $268,312Expenses 2022: $602,325Net Income 2022: -$334,0132022Revenue 2023: $276,884Expenses 2023: $248,685Net Income 2023: $28,1992023Revenue 2024: $272,111Expenses 2024: $312,439Net Income 2024: -$40,3282024

Highlighted filing

2016

Revenue$195,569
Expenses$403,115
Net Income-$207,546
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA DAVIS MCCULLOUGHPres/TrusteePT$0--
HARRY E PEDEN IIITreas/TrusteePT$0--
ERIC A PETERSONSec/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis-mccullough Foundation Inc
EIN
20-5589596
Phone
2033299093
Address
WIKSTROM 30 BUXTON FARMS RD NO 325, STAMFORD, CT 06905

Signing Officer

Name
Harry E Peden Iii
Title
Director/treasurer
Phone
2038622470
Signed
2017-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Wikstrom and Bangs Pc
Address
30 BUXTON FARMS ROAD, STAMFORD, CT 06905
Preparer
Nancy S Wikstrom
Phone
2033299093
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt246430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3105030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt536805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt622480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt765006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt833192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.876 REAL ESTATE SELECT SECT SPDR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113 SHS FIDELITY INTL INFORMATION SVCS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450 SHS ISHARES GLOBAL HEALTHCARE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000 SHS ISHARES 1-3 YR CREDIT BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc490 SHS MAXIM INTEGRATED PRODS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5500 SHS HEALTH CARE SELECT SECTOR SPDR FUND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6400 SHS VANECK VECTORS PHARMCEUTICALS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7600 SHS VANECK VECTORS BIOTECH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8300 SHS VANECK VECTORS BIOTECH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SPDR GOLD SHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100 SHS VANECK VECTORS PHARMCEUTICALS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0130008
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-207546
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02247844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02455390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02247844
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0175487
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0175487
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0175487
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178285
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02798
IRS990PF/DistributableAmountGrp/TotalTaxAmt02798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt04168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01730
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02798
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05898
IRS990PF/FMVAssetsEOYAmt03638782
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01219
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01531
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01219
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01219
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02273904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02173179
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03564117
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02455390
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02247844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0179955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt073446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt073446
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02455390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02247844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03638782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02455390
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02247844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02455390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02247844
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03619990
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065148
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03554842
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054300
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0178285
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03565690
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03619990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VICTORIA DAVIS MCCULLOUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRY E PEDEN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC A PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREAS/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0WIKSTROM 30 BUXTON FARMS RD STE 325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1WBAM 500 WEST PUTNAM AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2UBS 100 FIELD POINT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STAMFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0354333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0355732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0402670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0182071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0319760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0295342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0698575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.099373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.105921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.086677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.175073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03565690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03801610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03934873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03689103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03561609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03990194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0347128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.496866
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0347128
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0347128
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0347128
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,247,844
Liabilities
$0
Net assets
$2,247,844
Revenue
$195,569
Expenses
$403,115
Net income
-$207,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.27$0.31$0.04
2023Summary only. Only limited summary data is available for this year.$1.49$0.00$0.28$0.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.27$0.60$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.33$0.23$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.35$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.22$0.65$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.37$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.20$0.40$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.46$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.15$0.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.08$0.36$0.28
2012Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.35
2011Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.75
2010Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.77