Civic Intelligence

The Claudia Hearn and Edward Stern Foundation

990PF • Fiscal year 2012 • EIN 31-6675328

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
Bessemer Trust 630 Fifth Avenue10111
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$868

Higher top officer pay than 92% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets86th percentile

Assets

$187,026

No earlier filing loaded for comparison.

Net Assets

$187,026

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

$32,672

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.

$300K$200K$100K$0Assets 2012: $187,026Liabilities 2012: $0Net Assets 2012: $187,0262012Assets 2013: $189,423Liabilities 2013: $0Net Assets 2013: $189,4232013Assets 2014: $196,968Liabilities 2014: $0Net Assets 2014: $196,9682014Assets 2015: $198,638Liabilities 2015: $0Net Assets 2015: $198,6382015Assets 2016: $218,304Liabilities 2016: $20,000Net Assets 2016: $198,3042016Assets 2018: $268,832Liabilities 2018: $0Net Assets 2018: $268,8322018Assets 2019: $257,480Liabilities 2019: $0Net Assets 2019: $257,4802019Assets 2020: $237,136Liabilities 2020: $0Net Assets 2020: $237,1362020Assets 2022: $188,187Liabilities 2022: $0Net Assets 2022: $188,1872022Assets 2024: $152,351Liabilities 2024: $0Net Assets 2024: $152,3512024

Highlighted filing

2012

Assets$187,026
Liabilities$0
Net Assets$187,026
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2012: $32,6722012Revenue 2013: $34,964Expenses 2013: $32,531Net Income 2013: $2,4332013Revenue 2014: $42,382Expenses 2014: $34,435Net Income 2014: $7,9472014Revenue 2015: $35,543Expenses 2015: $33,880Net Income 2015: $1,6632015Revenue 2016: $31,729Expenses 2016: $32,069Net Income 2016: -$3402016Revenue 2018: $71,741Expenses 2018: $31,790Net Income 2018: $39,9512018Revenue 2019: $16,466Expenses 2019: $27,818Net Income 2019: -$11,3522019Revenue 2020: $5,394Expenses 2020: $25,738Net Income 2020: -$20,3442020Revenue 2022: -$1,682Expenses 2022: $38,105Net Income 2022: -$39,7872022Revenue 2024: $22,549Expenses 2024: $31,921Net Income 2024: -$9,3722024

Highlighted filing

2012

Revenue-
Expenses$32,672
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUST COMPANYCorporate TrusteePT$868-$868
EDWARD STERNTrusteePT$0--
CLAUDIA HEARNTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CARTER CENTEROPERATIONALPUBLIC CHARITYATLANTA, GA, US$10,000
Paid GrantCHESHIRE PUBLIC SCHOOLSOPERATIONALPUBLIC CHARITYCHESHIRE, CT, US$8,000
Paid GrantSMILE TRAINOPERATIONALPUBLIC CHARITYWASHINGTON, DC, US$4,000
Paid GrantFELLOWSHIP PLACEOPERATIONALPUBLIC CHARITYNEW HAVEN, CT, US$3,000
Paid GrantSOUL FRIENDSOPERATIONALPUBLIC CHARITYWALLINGFORD, CT, US$3,000
Paid GrantCONNECTICUT COLLEGEEDUCATIONALPUBLIC CHARITYNEW LONDON, CT, US$2,000
Filing and Contact Details

Filer

EIN
31-6675328
Raw XML Appendix383 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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DistributionFromCorpusElection/Election0CLAUDIA HEARN & ED STERN FOUNDATIONFORM 990-PF EIN 31-6675328SUPPLEMENTAL SCHEDULE OF INFORMATIONPART XIII, UNDISTRIBUTED INCOME, LINE 4CELECTION UNDER IRC REG. SEC. 53-4942(A)-3(D)(2)PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE CLAUDIA HEARN & ED STERN FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. (SIGNATURE): ___________________________________(NAME): ___________________________________ (TITLE): ______________________________
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWARD STERN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CLAUDIA HEARN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BESSEMER TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CORPORATE TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O BESSEMER TRUST 630 FIFTH AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O BESSEMER TRUST 630 FIFTH AVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4OPERATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5OPERATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHESHIRE PUBLIC SCHOOLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FELLOWSHIP PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE CARTER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CONNECTICUT COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SOUL FRIENDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SMILE TRAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1010 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11441 ELM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12453 FREEDOM PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13270 MOHEGAN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14300 CHURCH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 96246
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHESHIRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW LONDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WALLINGFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode106511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode230307
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406492
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5200906246
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear09718
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09718
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1024262
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2030000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3031725
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4023016
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear508935
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear508935
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0131010
IRS990PF/UndistributedIncome/ExcessFromCurrentYear022007
IRS990PF/UndistributedIncome/ExcessFromYear1024262
IRS990PF/UndistributedIncome/ExcessFromYear2030000
IRS990PF/UndistributedIncome/ExcessFromYear3031725
IRS990PF/UndistributedIncome/ExcessFromYear4023016
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions031725
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus022007
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0139945
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0117938
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions025018
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O BESSEMER TRUST COMPANY 630 FIFT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0NEW YORK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010111
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0EDWARD STERN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-11-30
IRS990ScheduleB/NoncashProperty/FairMarketValue025018
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription09,335 SHARES OF SYCAMORE STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount045
OtherDecreasesSchedule/OtherDecreases/Description0CTF ADJUSTMENT
TaxesSchedule/Taxes/Amount079
TaxesSchedule/Taxes/Category0FOREIGN TAX CREDIT
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome079
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0316675328
ReturnHeader/Filer/Name/BusinessNameLine10CLAUDIA HEARN & EDWARD STERN FOUNDATION
ReturnHeader/Filer/NameControl0CLAU
ReturnHeader/Filer/Phone02127089216
ReturnHeader/Filer/USAddress/AddressLine10BESSEMER TRUST 630 FIFTH AVENUE
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010111
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0BESSEMER TRUST COMPANY
ReturnHeader/Officer/Phone02127089216
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T12:10:17-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,026
Liabilities
$0
Net assets
$187,026
Revenue
-
Expenses
$32,672
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.23$0.32$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.02$0.38$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.05$0.26$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.16$0.28$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.72$0.32$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.20$1.98$0.32$0.32$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.36$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.42$0.34$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.35$0.33$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.33