Civic Intelligence

Mfund Inc.

990PF • Fiscal year 2011 • EIN 26-1560414

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization Profile
78 Hart Road06437
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,894,914

No earlier filing loaded for comparison.

Net Assets

$1,894,914

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$156,195

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,894,914Liabilities 2011: $0Net Assets 2011: $1,894,9142011Assets 2012: $1,774,092Liabilities 2012: $0Net Assets 2012: $1,774,0922012Assets 2013: $1,747,974Liabilities 2013: $0Net Assets 2013: $1,747,9742013Assets 2014: $1,925,216Liabilities 2014: $0Net Assets 2014: $1,925,2162014Assets 2015: $2,240,881Liabilities 2015: $0Net Assets 2015: $2,240,8812015Assets 2016: $2,027,498Liabilities 2016: $0Net Assets 2016: $2,027,4982016Assets 2017: $1,926,039Liabilities 2017: $0Net Assets 2017: $1,926,0392017Assets 2018: $2,819,569Liabilities 2018: $300Net Assets 2018: $2,819,2692018Assets 2019: $2,808,155Liabilities 2019: $0Net Assets 2019: $2,808,1552019Assets 2020: $2,969,517Liabilities 2020: $0Net Assets 2020: $2,969,5172020Assets 2021: $2,559,361Liabilities 2021: $0Net Assets 2021: $2,559,3612021Assets 2022: $2,516,276Liabilities 2022: $0Net Assets 2022: $2,516,2762022Assets 2023: $2,597,547Liabilities 2023: $0Net Assets 2023: $2,597,5472023Assets 2024: $2,463,917Liabilities 2024: $0Net Assets 2024: $2,463,9172024

Highlighted filing

2011

Assets$1,894,914
Liabilities$0
Net Assets$1,894,914
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $156,1952011Expenses 2012: $113,6562012Revenue 2013: $101,234Expenses 2013: $130,344Net Income 2013: -$29,1102013Revenue 2014: $312,724Expenses 2014: $140,482Net Income 2014: $172,2422014Revenue 2015: $462,574Expenses 2015: $146,909Net Income 2015: $315,6652015Revenue 2016: -$58,758Expenses 2016: $154,625Net Income 2016: -$213,3832016Revenue 2017: $36,791Expenses 2017: $128,313Net Income 2017: -$91,5222017Revenue 2018: $762,688Expenses 2018: $137,632Net Income 2018: $625,0562018Revenue 2019: $206,470Expenses 2019: $127,160Net Income 2019: $79,3102019Revenue 2020: $471,410Expenses 2020: $136,698Net Income 2020: $334,7122020Revenue 2021: -$58,592Expenses 2021: $143,175Net Income 2021: -$201,7672021Revenue 2022: $113,374Expenses 2022: $131,459Net Income 2022: -$18,0852022Revenue 2023: $233,461Expenses 2023: $156,497Net Income 2023: $76,9642023Revenue 2024: $133,522Expenses 2024: $264,184Net Income 2024: -$130,6622024

Highlighted filing

2011

Revenue-
Expenses$156,195
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.3
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frederick M MayerPresident/Secretary-$0--
Melanie Barocas MayerVice President/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantCommon GroundNew Haven Ecology ProjectexemptNew Haven, CT, US$50,000
Approved Future Grantst thomas day schoolScholarship EndowmentexemptNew Haven, CT, US$25,000
Paid GrantWatershed Partnershipsupport exempt purposeexemptGuilford, CT, US$21,500
Paid GrantEli Whitney Museum Incsupport exempt purposeexemptHamden, CT, US$10,000
Paid Grantst thomas day schoolsupport exempt purposeexemptNew Haven, CT, US$10,000
Paid GrantCommon Groundsupport exempt purposeexemptNew Haven, CT, US$10,000
Paid GrantCity Seedsupport exempt purposeexemptNew Haven, CT, US$10,000
Paid GrantDenver Art Museumsupport exempt purposeexemptdenver, CO, US$5,000
Paid GrantNew Haven Ecology Projectsupport exempt purposeexemptNew Haven, CT, US$5,000
Paid GrantAnthony Trust Associationsupport exempt purposeexemptNorth Haven, CT, US$4,000
Paid GrantJazz Havensupport exempt purposeexemptNew Haven, CT, US$3,500
Paid GrantGuilford Foundationsupport exempt purposeexemptGuilford, CT, US$1,000
Paid GrantOrchestra New Englandsupport exempt purposeexemptNew Haven, CT, US$1,000
Paid GrantShattuck Fundsupport exempt purposeexemptGuilford, CT, US$500
Paid GrantElm Shakespearesupport exempt purposeexemptNew Haven, CT, US$250
Filing and Contact Details

Filer

EIN
26-1560414
Raw XML AppendixShowing 400 of 459 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue01894481
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0TRIO FOUNDATION, LLC
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01824300
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012435
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-01-01
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-103695
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01894914
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted096842
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0117
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear05403
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01800
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01968705
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances047597
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable029531
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Frederick M Mayer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Melanie Barocas Mayer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President/Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice President/Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1078 Hart Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1178 Hart Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Guilford
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Guilford
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006437
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02034579472
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10Common Ground
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11st thomas day school
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship1unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine10358 Springside Ave
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine11830 Whitney Ave
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1New Haven
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount721500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount103500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12support exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Eli Whitney Museum Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11st thomas day school
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Denver Art Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Anthony Trust Association
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Guilford Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Shattuck Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Elm Shakespeare
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Watershed Partnership
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18New Haven Ecology Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19Common Ground
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110Jazz Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111City Seed
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112Orchestra New England
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12unaffiliated
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10915 Whitney Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11830 Whitney Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12100 W 14th Ave parkway
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13127 Washington Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1444 Boston Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15310 State St Unit 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO Box 206029
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17155 White Birch Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18358 Springside Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19358 Springside Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO Box 2974
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111817 Grand Ave No 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11270 Audubon Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Hamden
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2denver
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3North Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Guilford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Guilford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Guilford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006517
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode280204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306473
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406437
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode506437
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode706437
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode806515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode906515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1006515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1106511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1206510
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture075000
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear081750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear096842
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted096842
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1020282
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3033118
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear063452
IRS990PF/UndistributedIncome/ExcessFromCurrentYear010052
IRS990PF/UndistributedIncome/ExcessFromYear1020282
IRS990PF/UndistributedIncome/ExcessFromYear3033118
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0106894
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus010052
IRS990PF/UndistributedIncome/TotalCorpus063452
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover053400
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0TRIO FOUNDATION SEC 179
OtherExpensesSchedule/OtherExpenses/Description1TRIO FOUNDATION CHARITABLE
OtherExpensesSchedule/OtherExpenses/Description2CONTRIBUTIONS
OtherExpensesSchedule/OtherExpenses/Description3TRIO FOUNDATION ROYALTY
OtherExpensesSchedule/OtherExpenses/Description4EXPENSE
OtherExpensesSchedule/OtherExpenses/Description5TRIO FOUNDATION SEC 59(E)(2)
OtherExpensesSchedule/OtherExpenses/Description6EXPENDITURES
OtherExpensesSchedule/OtherExpenses/Description7TRIO FOUNDATION OTHER
OtherExpensesSchedule/OtherExpenses/Description8PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpenses/Description9TRIO FOUNDATION OTHER
OtherExpensesSchedule/OtherExpenses/Description10DEDUCTIONS
OtherExpensesSchedule/OtherExpenses/Description11LICENSES
OtherExpensesSchedule/OtherExpenses/Description12DUES/MEMBERSHIPS
OtherExpensesSchedule/OtherExpenses/Description13PROGRAM EXPENSE
OtherExpensesSchedule/OtherExpenses/Description14BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps017
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1152
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps22195
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps330
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome19
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21068
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome322291
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome4327
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome520
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome630
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks117
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2134
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks35494
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks422291
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5327
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks6172
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks72195
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks830
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks930

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,894,914
Liabilities
$0
Net assets
$1,894,914
Revenue
-
Expenses
$156,195
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.26$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.23$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.11$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.06$0.14$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.47$0.14$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.21$0.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.76$0.14$0.63
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.06$0.15$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.46$0.15$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.31$0.14$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.10$0.13$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.16