Civic Intelligence

The Halcyon Foundation C/O Ray Cave Trustee

990PF • Fiscal year 2018 • EIN 34-6961975

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 08, 2019

Organization Profile
C/O MAI 1360 E 9th St 1100Cleveland, OH 44114-1782

(216) 920-4800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-73%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

4th percentile

-82%

Faster asset growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,869

Down $8,427 (-82%) from 2017

Net Assets

Up

$1,869

Up $1,869 from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$11,598

Down $2,482 (-18%) from 2017

Expenses

Up

$20,025

Up $1,700 (+9.3%) from 2017

Net Income

Down

-$8,427

Down $4,182 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$30K$20K$10K$0Assets 2012: $29,817Liabilities 2012: $0Net Assets 2012: $29,8172012Assets 2013: $20,117Liabilities 2013: $0Net Assets 2013: $20,1172013Assets 2014: $7,714Liabilities 2014: $0Net Assets 2014: $7,7142014Assets 2015: $7,677Liabilities 2015: $0Net Assets 2015: $7,6772015Assets 2016: $14,541Liabilities 2016: $0Net Assets 2016: $14,5412016Assets 2017: $10,296Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1,869Liabilities 2018: $0Net Assets 2018: $1,8692018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $12019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$1,869
Liabilities$0
Net Assets$1,869
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KExpenses 2012: $21,2252012Revenue 2013: $2,287Expenses 2013: $11,987Net Income 2013: -$9,7002013Revenue 2014: $45,144Expenses 2014: $26,915Net Income 2014: $18,2292014Revenue 2015: $14,438Expenses 2015: $14,475Net Income 2015: -$372015Revenue 2016: $26,823Expenses 2016: $19,959Net Income 2016: $6,8642016Revenue 2017: $14,080Expenses 2017: $18,325Net Income 2017: -$4,2452017Revenue 2018: $11,598Expenses 2018: $20,025Net Income 2018: -$8,4272018Revenue 2019: $38Expenses 2019: $1,906Net Income 2019: -$1,8682019Revenue 2020: $352Expenses 2020: $353Net Income 2020: -$12020

Highlighted filing

2018

Revenue$11,598
Expenses$20,025
Net Income-$8,427
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY C CAVETrustee-$0--
CATHERINE CHRISTINE CAVETrustee-$0--
JON R CAVETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Halcyon Foundation
EIN
34-6961975
In Care Of
% MAI CAPITAL MANAGEMENT LLC
Phone
2169204800
Address
C/O MAI 1360 E 9th St 1100, Cleveland, OH 44114-1782

Signing Officer

Name
Catherine C Cave
Title
Trustee
Phone
2169204800
Signed
2019-07-08
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management LLC
Address
1360 E 9th Street Suite 1100, Cleveland, OH 44114-1717
Preparer
Timothy W Mosley
Phone
2169204800
Raw XML Appendix273 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.

Path#Value
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0164
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0164
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8427
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011598
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8427
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01869
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01869
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0557
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0557
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0557
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0559
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/DistributableAmountGrp/TotalTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0331
IRS990PF/FMVAssetsEOYAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010296
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01869
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01869
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0170
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0559
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011175
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAY C CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE CHRISTINE CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JON R CAVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt070 FORT ISLAND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt131 GREEN RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOOTHBAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202030
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt019552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.765502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.221969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.624226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.355009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.237441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.388867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt011175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt031322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt039999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt021618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt030306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.827512
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019998
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01360 E 9TH ST SUITE 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0441141782
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAI CAPITAL MANAGEMENT LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02169204800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE HALCYON FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING 2018.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE HALCYON FOUNDATION DID NOT MAKE ANY PROGRAM-RELATED INVESTMENTS DURING 2018.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAY C CAVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS PUBLIC CHARITIES - SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0557
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093299
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025868
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019443
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084172
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RAY C CAVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt070 FORT ISLAND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOOTHBAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004537
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011434
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE C CAVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Halcyon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0346961975
ReturnHeader/Filer/InCareOfNm0% MAI CAPITAL MANAGEMENT LLC
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MAI 1360 E 9th St 1100
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441141782
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05074C0B7CE07CE3EDE804C35CED2A61B191B2894
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034294220192035000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.218.176.180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI Capital Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 E 9th Street Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141717
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY W MOSLEY
ReturnHeader/ReturnTs02019-07-18T06:46:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,869
Liabilities
$0
Net assets
$1,869
Revenue
$11,598
Expenses
$20,025
Net income
-$8,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.35$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.91$1.87
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$11.6$20.0$8.43
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$0.00$14.1$18.3$4.25
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$26.8$20.0$6.86
2015Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$14.4$14.5$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$45.1$26.9$18.2
2013Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$2.29$12.0$9.70
2012Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$21.2