Civic Intelligence

Fund for Individual Potential Co Fiduciary

990PF • Fiscal year 2024 • EIN 26-6112299

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 04, 2025

Organization Profile
CO Curchin 200 Schulz Drive 400Red Bank, NJ 07701

(732) 747-0500

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2024 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

57th percentile

34%

Higher net margin than 57% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2024 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

62%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$41,514,941

Up $1,967,024 (+5.0%) from 2023

Net Assets

Up

$41,514,941

Up $1,967,024 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Up

$5,798,285

Up $2,221,652 (+62%) from 2023

Expenses

Up

$3,800,555

Up $59,196 (+1.6%) from 2023

Net Income

Up

$1,997,730

Up $2,162,456 (+1313%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60M$40M$20M$0Assets 2015: $32,339,078Liabilities 2015: $0Net Assets 2015: $32,339,0782015Assets 2017: $35,520,718Liabilities 2017: $0Net Assets 2017: $35,520,7182017Assets 2018: $36,641,104Liabilities 2018: $0Net Assets 2018: $36,641,1042018Assets 2019: $38,905,849Liabilities 2019: $0Net Assets 2019: $38,905,8492019Assets 2020: $39,114,534Liabilities 2020: $0Net Assets 2020: $39,114,5342020Assets 2021: $41,063,106Liabilities 2021: $0Net Assets 2021: $41,063,1062021Assets 2022: $39,724,539Liabilities 2022: $0Net Assets 2022: $39,724,5392022Assets 2023: $39,547,917Liabilities 2023: $0Net Assets 2023: $39,547,9172023Assets 2024: $41,514,941Liabilities 2024: $0Net Assets 2024: $41,514,9412024

Highlighted filing

2024

Assets$41,514,941
Liabilities$0
Net Assets$41,514,941
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,006,906Expenses 2015: $791,230Net Income 2015: $1,215,6762015Revenue 2017: $5,909,036Expenses 2017: $2,148,326Net Income 2017: $3,760,7102017Revenue 2018: $3,549,482Expenses 2018: $2,423,997Net Income 2018: $1,125,4852018Revenue 2019: $5,280,602Expenses 2019: $2,562,118Net Income 2019: $2,718,4842019Revenue 2020: $2,973,036Expenses 2020: $2,750,856Net Income 2020: $222,1802020Revenue 2021: $5,019,684Expenses 2021: $3,066,614Net Income 2021: $1,953,0702021Revenue 2022: $2,802,384Expenses 2022: $3,963,330Net Income 2022: -$1,160,9462022Revenue 2023: $3,576,633Expenses 2023: $3,741,359Net Income 2023: -$164,7262023Revenue 2024: $5,798,285Expenses 2024: $3,800,555Net Income 2024: $1,997,7302024

Highlighted filing

2024

Revenue$5,798,285
Expenses$3,800,555
Net Income$1,997,730
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY GRAYSONTrustee-$0--
ERIC GRAYSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBREWSTER ACADEMYGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCWOLEBORO, NH, US$2,108,000
Paid GrantHABCOREGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCASBURY PARK, NJ, US$100,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$100,000
Paid GrantMONMOUTH MEDICAL CENTER FOUDATIONGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCLONG BRANCH, NJ, US$100,000
Paid GrantNEW YORK PRESBYTERIAN FUND INCGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$100,000
Paid GrantCHALLANGED ATHLETES FOUNDATIONGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCSAN DIEGO, CA, US$100,000
Paid GrantLUNCH BREAKGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCRED BANK, NJ, US$55,000
Paid GrantJEWISH FAMILY & CHILDREN'S SERVICEGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$50,000
Paid GrantTEMPLE EMANU-EL OF NYCGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$50,000
Paid GrantWHITNEY MUSEUMGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$50,000
Paid GrantHOBART & WILLIAM SMITH COLLEGESGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCGENEVA, NY, US$25,000
Paid GrantLAFAYETTE COLLEGEGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCEASTON, PA, US$25,000
Paid GrantRISING TREETOPS AT OAKHURSTGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCOAKHURST, NJ, US$25,000
Paid GrantRIVERDALE COUNTRY DAY SCHOOLGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCBRONX, NY, US$25,000
Paid GrantTHE ALLEN STEVENSON SCHOOLGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCNEW YORK, NY, US$25,000
Paid GrantLIFE MINISTRIES FOOD PANTRYGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCWOLEBORO, NH, US$10,000
Paid GrantEND 68 HOURS OF HUNGER WOLFEBORO CHAPTERGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCWOLFEBORO FALLS, NH, US$10,000
Paid GrantTHE FRIENDS OF GREEN CHIMNEYSGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCBREWSTER, NY, US$5,000
Paid GrantOLD ROAD FUND INCGENERAL PURPOSE OF EXEMPT ORGANIZATIONPCGREENWICH, CT, US$5,000
Filing and Contact Details

Filer

Filer Name
Fund for Individual Potential
EIN
26-6112299
Phone
7327470500
Address
CO CURCHIN 200 SCHULZ DRIVE 400, RED BANK, NJ 07701

Signing Officer

Name
Bradley Grayson
Title
Trustee
Phone
7327470500
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
The Curchin Group LLC
Address
200 SCHULZ DR STE 400, RED BANK, NJ 07701-6745
Preparer
Peter Pfister
Phone
7327470500
Raw XML AppendixShowing 400 of 672 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/GrossSalesPriceAmt1265551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2446818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3264535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43092305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5680408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61428132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7832391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84881992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9844825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1048056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11760387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13903678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14387709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151665980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1685706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1775000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1869388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19299597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt206644
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/PropertyDesc0BLACKROCK LIQUIDITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLACKROCK LIQUIDITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MERRILL LYNCH ST COVERED - 3451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BLACKROCK LIQUIDITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYNCH LT COVERED - 3451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH ST COVERED - 3452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MERRILL LYNCH LT COVERED - 3452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH ST COVERED - 3453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERRILL LYNCH LT COVERED - 3453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MERRILL LYNCH LT COVERED - 3454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10KEYCORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MERRILL LYNCH LT COVERED - 3455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12QIAGEN NV REG SHS CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MERRILL LYNCH ST COVERED - 3456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BLACKROCK LIQUIDITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MERRILL LYNCH LT COVERED - 3456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BLACKROCK LIQUIDITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WALGREENS BOOTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MERRILL LYNCH ST COVERED - 3702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MERRILL LYNCH LT COVERED - 3702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04845752
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01997730
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt030706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041545647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039547917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041514941
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03643512
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03643512
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03643512
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03712833
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt069321
IRS990PF/DistributableAmountGrp/TotalTaxAmt069321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01486
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt042000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt028807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt069321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt069321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt069321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070807
IRS990PF/FMVAssetsEOYAmt076800378
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt036641104
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt036641104
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01157263
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01544574
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01544574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0543584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0469774
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0469371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037667070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt039320593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt074606433
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0180000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0180000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0180000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0180000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02906813
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04873837
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039547917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041514941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt076800378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039547917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041514941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039547917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041514941
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt075387474
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02131063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt073076411
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01130812
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0180000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03712833
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt074256662
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt075387474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRADLEY GRAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ERIC GRAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O CURCHIN GROUP 200 SCHULZ DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O CURCHIN GROUP 200 SCHULZ DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RED BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RED BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02989367
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02989367
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt17
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME EARNED TO FUND CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME EARNED TO FUND CONTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INCOME EARNED TO FUND CONTRIBUTIONS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O CURCHIN 200 SCHULZ DRIVE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RED BANK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07327470500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,514,941
Liabilities
$0
Net assets
$41,514,941
Revenue
$5,798,285
Expenses
$3,800,555
Net income
$1,997,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$5.80$3.80$2.00
2023Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$3.58$3.74$0.16
2022Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$2.80$3.96$1.16
2021Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$5.02$3.07$1.95
2020Detailed filing. Detailed filing data is available for this year.$39.1$0.00$39.1$2.97$2.75$0.22
2019Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$5.28$2.56$2.72
2018Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$3.55$2.42$1.13
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$5.91$2.15$3.76
2015Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.01$0.79$1.22