Civic Intelligence

Zenie Foundation

990PF • Fiscal year 2013 • EIN 22-2500224

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization Profile
33 Hartley Street04103

(207) 838-8889

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,716,609

Up $175,292 (+11%) from 2012

Net Assets

Up

$1,716,609

Up $175,292 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

$255,968

No earlier filing loaded for comparison.

Expenses

Up

$78,891

Up $3,772 (+5.0%) from 2012

Net Income

$177,077

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $838,956Liabilities 2010: $0Net Assets 2010: $838,9562010Assets 2011: $1,308,599Liabilities 2011: $0Net Assets 2011: $1,308,5992011Assets 2012: $1,541,317Liabilities 2012: $0Net Assets 2012: $1,541,3172012Assets 2013: $1,716,609Liabilities 2013: $0Net Assets 2013: $1,716,6092013Assets 2014: $2,119,984Liabilities 2014: $0Net Assets 2014: $2,119,9842014Assets 2015: $2,469,412Liabilities 2015: $0Net Assets 2015: $2,469,4122015Assets 2016: $2,844,036Liabilities 2016: $0Net Assets 2016: $2,844,0362016Assets 2017: $3,230,187Liabilities 2017: $0Net Assets 2017: $3,230,1872017Assets 2018: $2,895,907Liabilities 2018: $0Net Assets 2018: $2,895,9072018Assets 2019: $3,242,240Liabilities 2019: $0Net Assets 2019: $3,242,2402019Assets 2020: $4,393,553Liabilities 2020: $260Net Assets 2020: $4,393,2932020Assets 2021: $5,075,052Liabilities 2021: $1,976Net Assets 2021: $5,073,0762021Assets 2022: $4,001,445Liabilities 2022: $1,572Net Assets 2022: $3,999,8732022Assets 2023: $4,272,857Liabilities 2023: $2,6792023

Highlighted filing

2013

Assets$1,716,609
Liabilities$0
Net Assets$1,716,609
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $36,5902010Expenses 2011: $50,9092011Expenses 2012: $75,1192012Revenue 2013: $255,968Expenses 2013: $78,891Net Income 2013: $177,0772013Revenue 2014: $549,378Expenses 2014: $133,246Net Income 2014: $416,1322014Revenue 2015: $563,736Expenses 2015: $169,938Net Income 2015: $393,7982015Revenue 2016: $555,731Expenses 2016: $192,607Net Income 2016: $363,1242016Revenue 2017: $468,737Expenses 2017: $237,762Net Income 2017: $230,9752017Revenue 2018: $183,506Expenses 2018: $256,499Net Income 2018: -$72,9932018Revenue 2019: $708,845Expenses 2019: $297,111Net Income 2019: $411,7342019Revenue 2020: $1,269,682Expenses 2020: $287,927Net Income 2020: $981,7552020Revenue 2021: $136,764Expenses 2021: $348,767Net Income 2021: -$212,0032021Revenue 2022: $775,498Expenses 2022: $350,602Net Income 2022: $424,8962022Revenue 2023: $107,549Expenses 2023: $446,927Net Income 2023: -$339,3782023

Highlighted filing

2013

Revenue$255,968
Expenses$78,891
Net Income$177,077
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS H ZENIETrustee-$0--
DOROTHY P ZENIETrustee-$0--
KATHERINE Z CHATTERJEETrusteePT$0--
Filing and Contact Details

Filer

EIN
22-2500224
Phone
2078388889

Signing Officer

Name
Katherine Z Chatterjee
Title
Trustee
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Paul R Oliveira
Phone
5082223005
Raw XML Appendix311 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt045015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1102500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt087720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1102500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01500 SHS JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150,000 SHS SMARTPAK EQUINE B-1 PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01433311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY INVESTMENT FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01399817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt039662
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0113771
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SMARTPAK EQUINE LLC
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0153468
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt039697
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0113771
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt074751
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0102500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt039662
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039662
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039662
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0177077
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0128776
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0113771
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0172257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt022836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt039697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt078891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0176304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0255968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt291056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt291056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt291056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01099-DIV Capital Gain Distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHARES JP MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SHARES VELQUEST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0113771
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0177077
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01785
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01718394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01541317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01716609
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt078503
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt078503
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt078503
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080226
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/DistributableAmountGrp/TotalTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01762
IRS990PF/FMVAssetsEOYAmt01725820
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt060020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0147515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0190220
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01385715
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01433311
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01399817
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01541317
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01716609
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt095582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0135783
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0135783
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01541317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01716609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01725820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01541317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01716609
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01541317
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01628962
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0115682
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01513280
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024434
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080226
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01604528
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01628962
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCIS H ZENIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DOROTHY P ZENIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE Z CHATTERJEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10340 SOUTH PALM AVENUE 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11340 SOUTH PALM AVENUE 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1233 HARTLEY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode034236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode134236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode204103
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt066769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt070974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt029620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01604528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01565397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01459030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0790403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0664877
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.20269
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt073028
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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/AddressLine1033 HARTLEY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode004103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10KATHERINE Z CHATTERJEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02078388889
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORMAT. LETTER SHOULD SET FORTH FINANCIAL NEED, INTENT AND IF A SCHOLARSHIP APPLICATION, COURSE OF STUDY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ZENIE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1033 HARTLEY STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode004103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IF FUNDING OR DONATION REQUEST, MUST BE FROM A 501(C) ORGANIZATION. IF SCHOLARSHIP APPLICATION, MUST BE AFTER ACCEPTANCE TO A POST SECONDARY EDUCATION INSTITUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SPECIFIC SUBNISSION DEADLINE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt074751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode004103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074751
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/AppliedToCurrentYearAmt014050
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060701
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078503
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074751
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt064453
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060701
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANCIS H DOROTHY P ZENIE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10340 SOUTH PALM AVENUE 15
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode034236
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0102500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0102500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc050,000 SHARES B-1 PREFERRED SMARTPAK EQUINE LLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-06-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Federal Excise Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE Z CHATTERJEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ZENIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZENI
ReturnHeader/Filer/EIN0222500224
ReturnHeader/Filer/PhoneNum02078388889
ReturnHeader/Filer/USAddress/AddressLine1033 HARTLEY STREET
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Castro Thresher & Oliveira PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10664 County Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Attleboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002703
ReturnHeader/PreparerPersonGrp/PhoneNum05082223005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul R Oliveira
ReturnHeader/ReturnTs02014-05-14T06:48:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,716,609
Liabilities
$0
Net assets
$1,716,609
Revenue
$255,968
Expenses
$78,891
Net income
$177,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.27$0.00$0.11$0.45$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.78$0.35$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.07$0.14$0.35$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$1.27$0.29$0.98
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.71$0.30$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.18$0.26$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.47$0.24$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.56$0.19$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.56$0.17$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.55$0.13$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.26$0.08$0.18
2012Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04