Civic Intelligence

Alexander Host Foundation Inc.

990PF • Fiscal year 2016 • EIN 22-2549698

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

35 Mason StreetGreenwich, CT 06830

(203) 622-1800

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

79th percentile

22%

Higher net margin than 79% 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

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

87th percentile

44%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$1,127,017

Up $58,774 (+5.5%) from 2015

Net Assets

Up

$1,127,017

Up $58,774 (+5.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$86,019

Up $26,169 (+44%) from 2015

Expenses

Up

$67,372

Up $773 (+1.2%) from 2015

Net Income

Up

$18,647

Up $25,396 (+376%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $766,334Liabilities 2011: $02011Assets 2012: $882,990Liabilities 2012: $02012Assets 2013: $1,064,283Liabilities 2013: $0Net Assets 2013: $1,064,2832013Assets 2014: $1,099,329Liabilities 2014: $0Net Assets 2014: $1,099,3292014Assets 2015: $1,068,243Liabilities 2015: $0Net Assets 2015: $1,068,2432015Assets 2016: $1,127,017Liabilities 2016: $0Net Assets 2016: $1,127,0172016Assets 2017: $1,368,091Liabilities 2017: $0Net Assets 2017: $1,368,0912017Assets 2018: $1,333,103Liabilities 2018: $0Net Assets 2018: $1,333,1032018Assets 2019: $1,702,884Liabilities 2019: $0Net Assets 2019: $1,702,8842019Assets 2020: $1,861,722Liabilities 2020: $0Net Assets 2020: $1,861,7222020Assets 2021: $2,131,676Liabilities 2021: $0Net Assets 2021: $2,131,6762021Assets 2022: $1,701,276Liabilities 2022: $0Net Assets 2022: $1,701,2762022Assets 2023: $1,980,661Liabilities 2023: $0Net Assets 2023: $1,980,6612023Assets 2024: $2,140,880Liabilities 2024: $0Net Assets 2024: $2,140,8802024

Highlighted filing

2016

Assets$1,127,017
Liabilities$0
Net Assets$1,127,017

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $37,433Expenses 2011: $44,908Net Income 2011: -$7,4752011Revenue 2012: $87,610Expenses 2012: $52,303Net Income 2012: $35,3072012Revenue 2013: $76,597Expenses 2013: $60,511Net Income 2013: $16,0862013Revenue 2014: $95,159Expenses 2014: $63,032Net Income 2014: $32,1272014Revenue 2015: $59,850Expenses 2015: $66,599Net Income 2015: -$6,7492015Revenue 2016: $86,019Expenses 2016: $67,372Net Income 2016: $18,6472016Revenue 2017: $74,570Expenses 2017: $78,973Net Income 2017: -$4,4032017Revenue 2018: $170,915Expenses 2018: $95,243Net Income 2018: $75,6722018Revenue 2019: $121,182Expenses 2019: $117,315Net Income 2019: $3,8672019Revenue 2020: $139,661Expenses 2020: $100,013Net Income 2020: $39,6482020Revenue 2021: $199,026Expenses 2021: $123,400Net Income 2021: $75,6262021Revenue 2022: $162,728Expenses 2022: $107,853Net Income 2022: $54,8752022Revenue 2023: $150,286Expenses 2023: $138,592Net Income 2023: $11,6942023Revenue 2024: $242,235Expenses 2024: $190,596Net Income 2024: $51,6392024

Highlighted filing

2016

Revenue$86,019
Expenses$67,372
Net Income$18,647
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE HOSTTrustee-$0--
N GEORGE HOSTPresident-$0--
CHRISTIAN T HOSTTrustee-$0--
T AMORY HOSTTrustee-$0--
ELIZABETH HOSTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUPPER VALLEY LAND TRUSTFURTHER ENVIRONMENTNONEHANOVER, NH, US$16,000
Paid GrantCTLCVFURTHER ENVIRONMENTNONEHARTFORD, CT, US$10,000
Paid GrantSOCIETY FOR THE PROTECTION OF NH FORESTSFURTHER ENVIRONMENTNONECONCORD, NH, US$6,000
Paid GrantGREENWICH LAND TRUSTFURTHER ENVIRONMENTNONEGREENWICH, CT, US$5,000
Paid GrantCONNECTICUT FUND FOR THE ENVIRONMENTFURTHER ENVIRONMENTNONENEW HAVEN, CT, US$3,000
Paid GrantARMSTRONG COURT COMMUNITY ORGANICFURTHER ENVIRONMENTNONEGREENWICH, CT, US$2,000
Paid GrantAUDUBON OF NEW HAMPSHIREFURTHER ENVIRONMENTNONECONCORD, NH, US$1,000
Paid GrantENVIRONMENTAL DEFENSEFURTHER ENVIRONMENTNONEWASHINGTON, DC, US$1,000
Paid GrantGREENWICH HIGH SCHOOL OCEANOGRAPHY AWARDFURTHER ENVIRONMENTNONEGREENWICH, CT, US$1,000
Paid GrantGREENWICH TREE CONSERVANCYFURTHER ENVIRONMENTNONEGREENWICH, CT, US$1,000
Paid GrantHARVARD UNIVERSITY CENTER FOR THE ENVIRONMENTFURTHER ENVIRONMENTNONECAMBRIDGE, MA, US$1,000
Paid GrantINTERNATIONAL RESCUE COMMITTEEFURTHER ENVIRONMENTNONENEW YORK, NY, US$1,000
Paid GrantNATURAL RESOURCES DEFENSE COUNCILFURTHER ENVIRONMENTNONEMERRIFIELD, VA, US$1,000
Paid GrantSIPPICAN LANDS TRUSTFURTHER ENVIRONMENTNONEMARION, MA, US$1,000
Paid GrantSOUNDWATERSFURTHER ENVIRONMENTNONESTAMFORD, CT, US$1,000
Paid GrantTHE MARITIME AQUARIUMFURTHER ENVIRONMENTNONENORWALK, CT, US$1,000
Paid GrantUNION OF CONCERNED SCIENTISTSFURTHER ENVIRONMENTNONECAMBRIDGE, MA, US$1,000
Paid GrantAUDUBON OF GREENWICHFURTHER ENVIRONMENTNONEGREENWICH, CT, US$500
Paid GrantBUZZARDS BAY COALITIONFURTHER ENVIRONMENTNONENEW BEDFORD, MA, US$500
Paid GrantCONNECTICUT FARMLAND TRUSTFURTHER ENVIRONMENTNONEHARTFORD, CT, US$500
Paid GrantFOOD & WATER WATCHFURTHER ENVIRONMENTNONEWASHINGTON, DC, US$500
Paid GrantFRIENDS OF THE EARTHFURTHER ENVIRONMENTNONEWASHINGTON, DC, US$500
Paid GrantGREAT MOUNTAIN FOREST CORPFURTHER ENVIRONMENTNONEFALLS VILLAGE, CT, US$500
Paid GrantGREEN FINGERS GARDEN CLUBFURTHER ENVIRONMENTNONEGREENWICH, CT, US$500
Paid GrantGREENWICH POINT CONSERVANCYFURTHER ENVIRONMENTNONEOLD GREENWICH, CT, US$500
Paid GrantGREENWICH PRESERVATION TRUSTFURTHER ENVIRONMENTNONEGREENWICH, CT, US$500
Paid GrantLAND TRUST ALLIANCEFURTHER ENVIRONMENTNONEWASHINGTON, DC, US$500
Paid GrantSANDOWAY HOUSE NATURE CENTERFURTHER ENVIRONMENTNONEDELRAY BEACH, FL, US$500
Paid GrantTRUST FOR PUBLIC LANDFURTHER ENVIRONMENTNONEBOSTON, MA, US$500
Paid GrantWESTCHESTER LAND TRUSTFURTHER ENVIRONMENTNONEBEDFORD HILLS, NY, US$500
Paid GrantWOODS HOLE OCEANOGRAPHIC INSTITUTIONFURTHER ENVIRONMENTNONEWOODS HOLE, MA, US$500
Paid GrantGREENWICH YOUTH CONSERVATION PROJECTFURTHER ENVIRONMENTNONEGREENWICH, CT, US$225
Paid GrantGARDEN EDUCATION CENTER OF GREENWICHFURTHER ENVIRONMENTNONECOS COB, CT, US$200
Paid GrantGREENWICH GREEN & CLEANFURTHER ENVIRONMENTNONEGREENWICH, CT, US$100
Paid GrantNH TIMBERLAND OWNERS ASSOCIATIONFURTHER ENVIRONMENTNONECONCORD, NH, US$100
Paid GrantSOUNDKEEPERFURTHER ENVIRONMENTNONENORWALK, CT, US$100
Paid GrantPERFECT EARTH PROJECTFURTHER ENVIRONMENTNONEEAST HAMPTON, NY, US$50
Paid GrantBRUCE MUSEUMFURTHER ENVIRONMENTNONEGREENWICH, CT, US$40
Filing and Contact Details

Filer

Filer Name
Alexander Host Foundation
EIN
22-2549698
Phone
2036221800
Address
35 MASON STREET, GREENWICH, CT 06830

Signing Officer

Name
N George Host
Title
President
Phone
2036221800
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Kolbrenner & Alexander LLC
Address
15 VALLEY DRIVE, GREENWICH, CT 06831-5205
Preparer
Max Kolbrenner
Phone
2038693199
Raw XML AppendixShowing 400 of 918 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/GainsMinusExcessOrLossesAmt14122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt174578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt187490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt195084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt207890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt225115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2315106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt252443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt912592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1615350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1811196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2011196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2210306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2323025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt252443
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0125 SHS CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 SHS CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS DISCOVERY COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375 SHS ILLUMINA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4300 SHS LIBERTY BROADBAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5400 SHS WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 SHS WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7400 SHS LIBERTY GLOBAL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250 SHS LIBERTY GLOBAL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9350 SHS LIBERTY GLOBAL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 SHS DISCOVERY COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 SHS LIBERTY BROADBAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250 SHS LIBERTY BROADBAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1315 SHS LIBERTY BROADBAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 SHS LIBERTY MEDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200 SHS LIBERTY MEDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100 SHS SMUCKER JM CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17200 SHS VERISK ANALYTICS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1815 SHS ALPHABET INC CAP STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1910 SHS ALPHABET INC CAP STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2015 SHS ALPHABET INC CAP STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150 SHS DEERE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22100 SHS DEERE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23150 SHS SMUCKER JM CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2425000 SHS STATE STREET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232016-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046396
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018647
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt040127
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01127017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01068243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01127017
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053218
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053218
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053218
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053796
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0578
IRS990PF/DistributableAmountGrp/TotalTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt01127017
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01042865
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01082992
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt041007
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063848
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt075228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0924693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0982155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0982155
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027315
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt030991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt030991
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025378
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt044025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01068243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01127017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01127017
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01068243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01127017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01068243
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01127017
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01092314
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059928
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01032386
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016385
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053796
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01075929
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01092314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEANNE HOST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1N GEORGE HOST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTIAN T HOST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3T AMORY HOST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH HOST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0626 STEAMBOAT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15 PIERSON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25 SINGLE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31245 PEARL STREET STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4442 ALLISON DRIVE NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALLINGFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106831
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd380302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd430342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt060987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt057568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt053207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt046775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056374
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01075929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01086233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01021174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0957700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.168076
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060237
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060815
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0578
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060815
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT OF ASSETS TO PROVIDE FOR EXEMPT ACTIVITY EXPENSES AND GIFTS

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.24$0.19$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.16$0.11$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.20$0.12$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.14$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.12$0.12$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.17$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.09$0.05$0.04
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.04$0.04$0.01