Civic Intelligence

The Colonial Fund

EIN 27-4349512 • Greenwich, CT

496 Lake AveGreenwich, CT 06830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-303914%

Higher net margin than 1% of similar nonprofits.

$500k-$1M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2019

Asset Growth

21st percentile

-7.6%

Faster asset growth than 21% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$770,756

Down $63,822 (-7.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$770,756

Down $63,822 (-7.6%) from 2018

Operations
Liabilities / Revenue44th percentileNet Margin1st percentile

Revenue

Down

$21

Down $1,565 (-99%) from 2018

Expenses

Up

$63,843

Up $15,118 (+31%) from 2018

Net Income

Down

-$63,822

Down $16,683 (-35%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $23,137Liabilities 2011: $0Net Assets 2011: $23,1372011Assets 2012: $476Liabilities 2012: $0Net Assets 2012: $4762012Assets 2013: $1,016,207Liabilities 2013: $0Net Assets 2013: $1,016,2072013Assets 2014: $1,034,022Liabilities 2014: $0Net Assets 2014: $1,034,0222014Assets 2015: $985,994Liabilities 2015: $0Net Assets 2015: $985,9942015Assets 2016: $914,668Liabilities 2016: $0Net Assets 2016: $914,6682016Assets 2017: $881,717Liabilities 2017: $0Net Assets 2017: $881,7172017Assets 2018: $834,578Liabilities 2018: $0Net Assets 2018: $834,5782018Assets 2019: $770,756Liabilities 2019: $0Net Assets 2019: $770,7562019

Highlighted filing

2019

Assets$770,756
Liabilities$0
Net Assets$770,756
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $26,9222011Expenses 2012: $50,2162012Revenue 2013: $1,098,175Expenses 2013: $82,444Net Income 2013: $1,015,7312013Revenue 2014: $107,006Expenses 2014: $89,191Net Income 2014: $17,8152014Revenue 2015: $23,882Expenses 2015: $71,910Net Income 2015: -$48,0282015Revenue 2016: $830Expenses 2016: $72,156Net Income 2016: -$71,3262016Revenue 2017: $3,357Expenses 2017: $36,306Net Income 2017: -$32,9492017Revenue 2018: $1,586Expenses 2018: $48,725Net Income 2018: -$47,1392018Revenue 2019: $21Expenses 2019: $63,843Net Income 2019: -$63,8222019

Highlighted filing

2019

Revenue$21
Expenses$63,843
Net Income-$63,822
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$770,756
Liabilities
$0
Net assets
$770,756
Revenue
$21
Expenses
$63,843
Net income
-$63,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.10$0.08$1.02
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A THALER CO JAT CAPITAL PARTNETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Colonial Fund
EIN
27-4349512
Phone
2036083135
Address
496 LAKE AVE, GREENWICH, CT 06830

Signing Officer

Name
John Thaler
Title
Trustee
Phone
2036083135
Signed
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Matthew C Dobay
Phone
2148717500
Raw XML Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O WILLIAM FLOYD HIGH SCHOOL 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2MASTIC BEACH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASTIC BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211951
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054093
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039368
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040486
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080669
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043280
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054093
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014725
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0121155
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106430
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INTERNET SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03750
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN THALER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036083135
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COLONIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAT CAPITAL PARTNERS LP
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0274349512
ReturnHeader/Filer/PhoneNum02036083135
ReturnHeader/Filer/USAddress/AddressLine1Txt0496 LAKE AVE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0D7A01F06F617E6BC08CB5FA32118DB8D91E50D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.187.169.82
ReturnHeader/FilingSecurityInformation/IPDt02020-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:35:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751044330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANE GORMAN TRUBITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02626 HOWELL ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02148717500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW C DOBAY
ReturnHeader/ReturnTs02020-11-16T08:49:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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