Civic Intelligence

Christopher S Durfee Private Foundation Tr

990PF • Fiscal year 2020 • EIN 20-6366270

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
31 East Field DriveBedford, NY 10506

(914) 234-3044

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-273%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$219,157

Down $4,463 (-2.0%) from 2019

Net Assets

Down

$219,157

Down $4,463 (-2.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$10,275

Down $5,936 (-37%) from 2019

Expenses

Up

$38,315

Up $16,583 (+76%) from 2019

Net Income

Down

-$28,040

Down $22,519 (-408%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2019: $223,620Liabilities 2019: $0Net Assets 2019: $223,6202019Assets 2020: $219,157Liabilities 2020: $0Net Assets 2020: $219,1572020Assets 2021: $245,022Liabilities 2021: $0Net Assets 2021: $245,0222021Assets 2022: $204,253Liabilities 2022: $0Net Assets 2022: $204,2532022Assets 2023: $207,720Liabilities 2023: $0Net Assets 2023: $207,7202023Assets 2024: $210,954Liabilities 2024: $0Net Assets 2024: $210,9542024

Highlighted filing

2020

Assets$219,157
Liabilities$0
Net Assets$219,157
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

$40K$20K$0-$20K-$40KRevenue 2019: $16,211Expenses 2019: $21,732Net Income 2019: -$5,5212019Revenue 2020: $10,275Expenses 2020: $38,315Net Income 2020: -$28,0402020Revenue 2021: $14,878Expenses 2021: $13,510Net Income 2021: $1,3682021Revenue 2022: $7,494Expenses 2022: $28,105Net Income 2022: -$20,6112022Revenue 2023: $7,476Expenses 2023: $28,105Net Income 2023: -$20,6292023Revenue 2024: $9,468Expenses 2024: $26,325Net Income 2024: -$16,8572024

Highlighted filing

2020

Revenue$10,275
Expenses$38,315
Net Income-$28,040
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERMAN B DURFEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Christopher S Dufree Pvt Foundation
EIN
20-6366270
Phone
9142343044
Address
31 EAST FIELD DRIVE, BEDFORD, NY 10506

Signing Officer

Name
Sherman B Durfee
Title
Trustee
Phone
9142343044
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Garvey Steele & Bancroft Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Richard B Steele CPA
Phone
8605369831
Raw XML Appendix231 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0WELLS FARGO - ST COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WELLS FARGO - ST NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2WELLS FARGO - LT COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt064286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt18775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt229485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt065964
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt18775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt230240
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01678
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0217902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0217902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO ADVISORS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt05625
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04648
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010275
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02215
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04252
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05625
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28040
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107194
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04648
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02215
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28040
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0-10497
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013080
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0208660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0223620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0219157
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011020
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011020
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011020
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011081
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt061
IRS990PF/DistributableAmountGrp/TotalTaxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt061
IRS990PF/FMVAssetsEOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04896
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01255
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01255
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0218724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0217902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0217902
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0223620
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0223620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0223620
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0223620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0219157
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0225000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0220000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03375
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011081
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0221625
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0225000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERMAN B DURFEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt031 E FIELD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010506
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0SHERMAN B DURFEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt031 E FIELD DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010506
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09142343044
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEAUGA COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KARMA RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11158 26TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOVELTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt011020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030527
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023980
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030527
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06547
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0128
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1-10625
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX - U.S. TREASURY
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DECREASE IN MV OF INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013080
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SETTLEMENT RECEIPTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02065
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02065
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMAN B DURFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09142343044
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHRISTOPHER S DUFREE PVT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0206366270
ReturnHeader/Filer/PhoneNum09142343044
ReturnHeader/Filer/USAddress/AddressLine1Txt031 EAST FIELD DRIVE
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472604526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARVEY STEELE & BANCROFT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYSTIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063550397
ReturnHeader/PreparerPersonGrp/PhoneNum08605369831
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B STEELE CPA
ReturnHeader/ReturnTs02021-11-15T08:13:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DURFEE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,157
Liabilities
$0
Net assets
$219,157
Revenue
$10,275
Expenses
$38,315
Net income
-$28,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.07$0.28$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.07$0.28$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.15$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.38$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.16$0.22$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits