Joseph and Constance Franklin Charitable Foundation Inc

990PF • Fiscal year 2013 • EIN 38-3352412

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 07, 2014

Organization Profile

C/O Inverness Counsel 845 ThirdAvenue No 8th FLNew York, NY 10022

(212) 207-2100

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

57%

Higher net margin than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

27%

Faster asset growth than 80% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

-4.4%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets59th percentile

Assets

$41,352

Up $8,781 (+27%) from 2012

Net Assets

$41,352

Up $8,781 (+27%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin93rd percentile

Revenue

$15,370

No earlier filing loaded for comparison.

Expenses

Down

$6,589

Down $2,946 (-31%) from 2012

Net Income

$8,781

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

Highlighted filing

2013

Assets$41,352

Liabilities$1

Net Assets$41,352

Open 2013 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2013

Revenue$15,370

Expenses$6,589

Net Income$8,781

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jul 7, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CONSTANCE FRANKLIN	President And Director	-	$0	-	-
JOSEPH FRANKLIN	Vice Pres And Director	-	$0	-	-
WILLIAM FRANKLIN	2nd Vice Pres And Director	-	$0	-	-
PHILIP FRANKLIN	Secretary And Director	-	$0	-	-
ROBERT MADDOCK III	Treasurer And Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 38-3352412
Phone: 2122072100

Signing Officer

Name: Constance Franklin
Title: President and Director
Phone: 2122072100
Signed: 2014-07-07
Discuss with paid preparer: Yes

Preparer

Preparer: Peter Fairley
Phone: 2122970400

Raw XML Appendix353 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	CONSTANCE FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOSEPH FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	WILLIAM FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	PHILIP FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	ROBERT MADDOCK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRES AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	2ND VICE PRES AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	SECRETARY AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	TREASURER AND DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	1559 NORTH 22ND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	THOUSAND ACRES-BOX 3024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	3	5972 HOBE COURT NORTH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	SWANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	3	WHITE BEAR LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	4	CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	VA
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	INVERNESS COUNSEL LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	845 THIRD AVENUE 8TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	10022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MI
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2122072100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	CONSTANCE FRANKLIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	JOSEPH FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	VASSAR COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	WINCHESTER-THURSTON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	124 RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	555 MOREWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	PITTSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	12604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	15213
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3852
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	4107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	616
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	20606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3782
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3852
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	21222
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	21477
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	KERR RUSSELL AND WEBER PLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	292
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	584
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	292
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	898
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	CHARLES SCHWAB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	898
TaxesSchedule/TaxesDetail/Amt	0	37
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CONSTANCE FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT AND DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2122072100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JOSEPH AND CONSTANCE FRANKLIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	JOSE
ReturnHeader/Filer/EIN	0	383352412
ReturnHeader/Filer/PhoneNum	0	2122072100
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O INVERNESS COUNSEL 845 THIRD
ReturnHeader/Filer/USAddress/AddressLine2	0	AVENUE NO 8TH FL
ReturnHeader/Filer/USAddress/City	0	NEW YORK
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1212 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10036
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2122970400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PETER FAIRLEY
ReturnHeader/ReturnTs	0	2014-08-08T13:35:16-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $41,352
Liabilities: $1
Net assets: $41,352
Revenue: $15,370
Expenses: $6,589
Net income: $8,781

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$3.36	$18.3	$14.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.0	$0.00	$15.0	$0.17	$7.90	$8.07
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$23.1	$0.00	$23.1	$2.37	$9.08	$11.5
2021Detailed filing. Detailed filing data is available for this year.	$34.6	$0.00	$34.6	$18.0	$8.87	$9.14
2020Detailed filing. Detailed filing data is available for this year.	$26.0	$0.00	$26.0	$5.03	$8.51	$3.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$26.8	$0.00	$26.8	$1.29	$15.3	$16.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.4	$0.00	$43.4	$2.26	$3.04	$0.78
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$44.2	$0.00	$44.2	$15.9	$13.1	$2.82
2013Detailed filing. Detailed filing data is available for this year.	$41.4	$0.00	$41.4	$15.4	$6.59	$8.78
2012Detailed filing. Detailed filing data is available for this year.	$32.6	$0.00	$32.6		$9.54
2011Summary only. Only limited summary data is available for this year.	$38.7	$0.00		$16.8	$14.5	$2.32