Civic Intelligence

The Abbey Fund

990PF • Fiscal year 2020 • EIN 37-6547452

Nov 01, 2019 to Oct 31, 2020 • Filed on Jul 12, 2021

Organization Profile
1034 S Brentwood Blvd No 1060St Louis, MO 63117

(314) 726-0266

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-135%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

25th percentile

-2.7%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Flat

$4,868,044

Flat from 2020

Net Assets

Flat

$4,868,044

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Flat

$98,268

Flat from 2020

Expenses

Flat

$231,014

Flat from 2020

Net Income

Flat

-$132,746

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $2,825Liabilities 2013: $02013Assets 2014: $4,060,902Liabilities 2014: $02014Assets 2015: $5,407,279Liabilities 2015: $02015Assets 2019: $5,000,790Liabilities 2019: $02019Assets 2020: $4,868,044Liabilities 2020: $0Net Assets 2020: $4,868,0442020Assets 2020: $4,868,044Liabilities 2020: $0Net Assets 2020: $4,868,0442020Assets 2021: $4,747,629Liabilities 2021: $0Net Assets 2021: $4,747,6292021Assets 2022: $4,563,073Liabilities 2022: $0Net Assets 2022: $4,563,0732022Assets 2023: $4,374,046Liabilities 2023: $0Net Assets 2023: $4,374,0462023Assets 2024: $4,293,540Liabilities 2024: $0Net Assets 2024: $4,293,5402024

Highlighted filing

2020

Assets$4,868,044
Liabilities$0
Net Assets$4,868,044
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $10,000Expenses 2013: $7,175Net Income 2013: $2,8252013Revenue 2014: $4,059,150Expenses 2014: $1,073Net Income 2014: $4,058,0772014Revenue 2015: $5,601,606Expenses 2015: $200,101Net Income 2015: $5,401,5052015Revenue 2019: $207,943Expenses 2019: $393,964Net Income 2019: -$186,0212019Revenue 2020: $98,268Expenses 2020: $231,014Net Income 2020: -$132,7462020Revenue 2020: $98,268Expenses 2020: $231,014Net Income 2020: -$132,7462020Revenue 2021: $270,790Expenses 2021: $391,205Net Income 2021: -$120,4152021Revenue 2022: $346,794Expenses 2022: $531,350Net Income 2022: -$184,5562022Revenue 2023: $113,916Expenses 2023: $302,943Net Income 2023: -$189,0272023Revenue 2024: $550,173Expenses 2024: $630,679Net Income 2024: -$80,5062024

Highlighted filing

2020

Revenue$98,268
Expenses$231,014
Net Income-$132,746
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jul 12, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA C FISCHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Abbey Fund
EIN
37-6547452
Phone
3147260266
Address
1034 S BRENTWOOD BLVD NO 1060, ST LOUIS, MO 63117

Signing Officer

Name
Martha C Fischer
Title
Trustee
Phone
3147260266
Signed
2021-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Erin E Prest
Phone
3146555500
Raw XML Appendix342 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 990-PF FOR THE FISCAL YEAR ENDING OCTOBER 31, 2020 WAS ORIGINALLY FILED BY PAPER AND POSTMARKED MARCH 3, 2021 PRIOR TO THE ORIGINAL DUE DATE. THIS RETURN SHOULD HAVE BEEN ELECTRONICALLY FILED UNDER THE NEW RULES.PROCEDURES HAVE BEEN PUT IN PLACE TO ENSURE THE RETURN IS ELECTRONICALLY FILED GOING FORWARD. WE RESPECTFULLY REQUEST YOU PLEASE ABATE THE LATE FILING PENALTIES AS THE RETURN WAS ATTEMPTED TO BE FILED ON-TIME AND THE RETURN WAS FILED ELECTRONICALLY AS SOON AS PRACTICALLY POSSIBLE AFTER REALIZING THE ERROR.
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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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/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/IndividualWithBooksNm0TAMPSCO ENTERPRISES INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01034 BRENTWOOD BLVD SUITE 1060
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03147260266
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARTHA C FISCHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALI FORNEY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0224 WEST 35TH STREET SUITE 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToCurrentYearAmt010989
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0190818
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0209958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0201807
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0198969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0190818
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS PASSED THROUGH FROM SMALL FOUNDATION INVESTORS, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023927
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023927
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02536
TaxesSchedule/TaxesDetail/Amt12744
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES PASSED THROUGH FROM SMALL FOUNDATION INVESTORS, LLC
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02536
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA C FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03147260266
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ABBEY FUND
ReturnHeader/Filer/BusinessNameControlTxt0ABBE
ReturnHeader/Filer/EIN0376547452
ReturnHeader/Filer/PhoneNum03147260266
ReturnHeader/Filer/USAddress/AddressLine1Txt01034 S BRENTWOOD BLVD NO 1060
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430831507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERS MINKLER HUBER & HELM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 MARKET STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631012501
ReturnHeader/PreparerPersonGrp/PhoneNum03146555500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN E PREST
ReturnHeader/ReturnTs02021-07-12T13:58:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,868,044
Liabilities
$0
Net assets
$4,868,044
Revenue
$98,268
Expenses
$231,014
Net income
-$132,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.55$0.63$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.11$0.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.35$0.53$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.27$0.39$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.10$0.23$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.10$0.23$0.13
2019Summary only. Only limited summary data is available for this year.$5.00$0.00$0.21$0.39$0.19
2015Summary only. Only limited summary data is available for this year.$5.41$0.00$5.60$0.20$5.40
2014Summary only. Only limited summary data is available for this year.$4.06$0.00$4.06$0.00$4.06
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00