Civic Intelligence

Anne Bianchi Gundersen Foundation

990PF • Fiscal year 2014 • EIN 27-2035131

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 23, 2015

Organization Profile
321 Whitney AvenueNew Haven, CT 06511

(203) 784-7401

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$6,716

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-3.5%

Faster asset growth than 23% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,360,808

Down $48,992 (-3.5%) from 2013

Net Assets

Down

$1,360,808

Down $48,992 (-3.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin80th percentile

Revenue

Down

$109,298

Down $117,062 (-52%) from 2013

Expenses

Up

$76,789

Up $4,899 (+6.8%) from 2013

Net Income

Down

$32,509

Down $121,961 (-79%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,062,119Liabilities 2011: $0Net Assets 2011: $1,062,1192011Assets 2012: $1,106,515Liabilities 2012: $0Net Assets 2012: $1,106,5152012Assets 2013: $1,409,800Liabilities 2013: $0Net Assets 2013: $1,409,8002013Assets 2014: $1,360,808Liabilities 2014: $0Net Assets 2014: $1,360,8082014Assets 2015: $1,272,963Liabilities 2015: $1,358Net Assets 2015: $1,271,6052015Assets 2016: $1,294,030Liabilities 2016: $0Net Assets 2016: $1,294,0302016Assets 2017: $1,348,682Liabilities 2017: $0Net Assets 2017: $1,348,6822017Assets 2018: $1,192,054Liabilities 2018: $0Net Assets 2018: $1,192,0542018Assets 2019: $1,466,419Liabilities 2019: $0Net Assets 2019: $1,466,4192019Assets 2020: $1,536,981Liabilities 2020: $0Net Assets 2020: $1,536,9812020Assets 2021: $1,844,337Liabilities 2021: $0Net Assets 2021: $1,844,3372021Assets 2022: $1,491,608Liabilities 2022: $0Net Assets 2022: $1,491,6082022Assets 2023: $1,857,141Liabilities 2023: $0Net Assets 2023: $1,857,1412023Assets 2024: $2,172,096Liabilities 2024: $0Net Assets 2024: $2,172,0962024

Highlighted filing

2014

Assets$1,360,808
Liabilities$0
Net Assets$1,360,808
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $89,8542011Expenses 2012: $71,3382012Revenue 2013: $226,360Expenses 2013: $71,890Net Income 2013: $154,4702013Revenue 2014: $109,298Expenses 2014: $76,789Net Income 2014: $32,5092014Revenue 2015: $28,982Expenses 2015: $81,365Net Income 2015: -$52,3832015Revenue 2016: $26,990Expenses 2016: $98,485Net Income 2016: -$71,4952016Revenue 2017: $43,583Expenses 2017: $79,776Net Income 2017: -$36,1932017Revenue 2018: $30,126Expenses 2018: $112,767Net Income 2018: -$82,6412018Revenue 2019: $38,643Expenses 2019: $67,736Net Income 2019: -$29,0932019Revenue 2020: $101,358Expenses 2020: $76,626Net Income 2020: $24,7322020Revenue 2021: $49,316Expenses 2021: $74,387Net Income 2021: -$25,0712021Revenue 2022: $112,307Expenses 2022: $156,793Net Income 2022: -$44,4862022Revenue 2023: $78,365Expenses 2023: $70,370Net Income 2023: $7,9952023Revenue 2024: $308,258Expenses 2024: $96,040Net Income 2024: $212,2182024

Highlighted filing

2014

Revenue$109,298
Expenses$76,789
Net Income$32,509
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID M BOHONNONTrustee-$6,716-$6,716
CHARLES NOBLETrustee-$6,716-$6,716
Filing and Contact Details

Filer

Filer Name
Anne Bianchi Gundersen Foundation
EIN
27-2035131
Phone
2037847401
Address
321 WHITNEY AVENUE, NEW HAVEN, CT 06511

Signing Officer

Name
Charles Noble
Title
Trustee
Phone
2037847401
Signed
2015-06-23
Discuss with paid preparer
Yes

Preparer

Firm
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt524048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt617051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1036235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FORD MOTOR COMPANY NEW - 500 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VODAFONE GRP PLC NEW ADR-300 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHEVRON CORP. - 400 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3COSTCO WHOLESALE CORP. - 200 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4COSTCO WHOLESALE CORP. - 100 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WALT DISNEY CO - 300 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WALT DISNEY CO - 200 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EXXON MOBIL - 200 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8EXXON MOBIL - 200 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FORD MOTOR COMPANY NEW - 500 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SLM CORP. VAR RATE PFD - 1,500 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ZOETIS INC. CL A - 239 SH.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0139631
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt032509
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt081501
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01442309
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01409800
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01360808
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065498
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065498
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065498
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt068856
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03358
IRS990PF/DistributableAmountGrp/TotalTaxAmt03358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04300
IRS990PF/FMVAssetsEOYAmt01360808
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01409800
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01360808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0127918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0116290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0116290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0977193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0977700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0977700
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt071537
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0123404
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0123404
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0233152
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0143414
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0143414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01409800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01360808
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01360808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01409800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01360808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01409800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01360808
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01398097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0184992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01213105
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020971
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt068856
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01377126
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01398097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID M BOHONNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES NOBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0195 CHURCH STREET 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1321 WHITNEY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt068147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt069826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt068172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt067045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt084753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.078933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01377126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01197910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01079657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01073739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0465016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt069366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.197940
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt069366
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt069366
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt069366
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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/AddressLine1Txt0321 WHITNEY AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW HAVEN

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,360,808
Liabilities
$0
Net assets
$1,360,808
Revenue
$109,298
Expenses
$76,789
Net income
$32,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.31$0.10$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.03$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.07$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09