Civic Intelligence

The Cadenza Charitable Trust

EIN 47-6552675 • New York, NY

140 Broadway 4th FloorNew York, NY 10005-1101
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-7101%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$33,587

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

<$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $9,955,701 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $9,955,701 (-100%) from 2018

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$140,211

Down $11,266,890 (-99%) from 2018

Expenses

Down

$10,095,912

Down $56,988,392 (-85%) from 2018

Net Income

Up

-$9,955,701

Up $45,721,502 (+82%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$80M$60M$40M$20M$0Assets 2014: $10Liabilities 2014: $02014Assets 2015: $62,774,328Liabilities 2015: $0Net Assets 2015: $62,774,3282015Assets 2016: $65,640,701Liabilities 2016: $156,202Net Assets 2016: $65,484,4992016Assets 2017: $65,661,619Liabilities 2017: $0Net Assets 2017: $65,661,6192017Assets 2018: $9,955,701Liabilities 2018: $0Net Assets 2018: $9,955,7012018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$100M$50M$0-$50M-$100MRevenue 2014: $10Expenses 2014: $0Net Income 2014: $102014Revenue 2015: $77,401,160Expenses 2015: $14,626,862Net Income 2015: $62,774,2982015Revenue 2016: $13,859,220Expenses 2016: $11,149,047Net Income 2016: $2,710,1732016Revenue 2017: $2,734,332Expenses 2017: $2,557,212Net Income 2017: $177,1202017Revenue 2018: $11,407,101Expenses 2018: $67,084,304Net Income 2018: -$55,677,2032018Revenue 2019: $140,211Expenses 2019: $10,095,912Net Income 2019: -$9,955,7012019

Highlighted filing

2019

Revenue$140,211
Expenses$10,095,912
Net Income-$9,955,701
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$140,211
Expenses
$10,095,912
Net income
-$9,955,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$10.1$9.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.00$9.96$11.4$67.1$55.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.7$0.00$65.7$2.73$2.56$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.16$65.5$13.9$11.1$2.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$0.00$62.8$77.4$14.6$62.8
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROWN BROTHERS HARRIMAN TR CO N ATrustee-$33,587-$33,587
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NORTH CAROLINA CHAPEL HILL FOUNDATIONGENERAL SUPPORTPCCHAPEL HILL, NC, US$6,798,797
Paid GrantNORTH CAROLINA COMMUNITY FND CULLMAN FUNDGENERAL SUPPORTPCRALEIGH, NC, US$3,218,013
Filing and Contact Details

Filer

Filer Name
The Cadenza Charitable Trust
EIN
47-6552675
Phone
2124938000
Address
140 BROADWAY 4TH FLOOR, NEW YORK, NY 10005-1101

Signing Officer

Name
Mark Taccetta
Title
Vice President
Phone
2124938000
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OAKTREE OPP - BBH WLTH STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTAROCK PTNRS - BBH WLTH STRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BARES MID/LGE CAP-BBH WLTH STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LONGLEAF PRTNRS SMALL CAP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CLARKSTON SM/MID CAP-BBH WLTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BARINGS LOAN SUB TRUST SER1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SELECT EQUITY-BBH WLTH STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BARINGS LOAN SUB TRUST SER2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BURGUNDY EMERG MKTS-BBH WLTH S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9HITCHWOOD CAP-BBHWLTH STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10REMS GROUP-BBH WLTH STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SANDTON CREDITSOLUTIONS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BBH CAPITAL PARTNERS V1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BARINGS LOAN SUB TRUST SER3
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033587
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036723
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036723
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9955701
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01605640
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0103488
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122423
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017788
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010070375
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010095912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0140211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140211
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt053565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079102
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt016978
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt016978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1908153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2193999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt044411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-93
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0444410.9 HITCHWOOD CAPITAL PARTNERS PENDING REDEMPTION - BBH WEALTH ST
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IRS990PF/DistributableAmountGrp/TotalTaxAmt01224
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0776
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IRS990PF/FinalReturnInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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LiquidationExplanationStmt/ExplanationTxt0YES ACCOUNT CLOSED TO CHARITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017788
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017788
TaxesSchedule/TaxesDetail/Amt05749
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TACCETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124938000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CADENZA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CADE
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B082CC03DB273BAF0B56DBBE0B3BF1362F409CB
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.233.199.145
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02020-11-10T15:00:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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