Civic Intelligence

Michael E Porter Family Foundation

990T • Fiscal year 2022 • EIN 47-6693100

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

PO Box 10879Albany, NY 12201

(617) 851-0842

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2015: $1,718,850Liabilities 2015: $02015Assets 2017: $2,053,554Liabilities 2017: $0Net Assets 2017: $2,053,5542017Assets 2018: $4,054,868Liabilities 2018: $0Net Assets 2018: $4,054,8682018Assets 2019: $4,192,923Liabilities 2019: $0Net Assets 2019: $4,192,9232019Assets 2020: $3,849,080Liabilities 2020: $0Net Assets 2020: $3,849,0802020Assets 2021: $3,848,184Liabilities 2021: $0Net Assets 2021: $3,848,1842021Assets 2022: $6,788,721Liabilities 2022: $0Net Assets 2022: $6,788,7212022Assets 2023: $12,260,797Liabilities 2023: $0Net Assets 2023: $12,260,7972023Assets 2024: $15,729,562Liabilities 2024: $0Net Assets 2024: $15,729,5622024

Latest loaded filing

2024

Assets$15,729,562
Liabilities$0
Net Assets$15,729,562

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $616,858Expenses 2015: $175,610Net Income 2015: $441,2482015Revenue 2017: $476,337Expenses 2017: $173,362Net Income 2017: $302,9752017Revenue 2018: $2,429,828Expenses 2018: $428,514Net Income 2018: $2,001,3142018Revenue 2019: $377,262Expenses 2019: $239,207Net Income 2019: $138,0552019Revenue 2020: -$193,186Expenses 2020: $150,657Net Income 2020: -$343,8432020Revenue 2021: $51,669Expenses 2021: $52,565Net Income 2021: -$8962021Revenue 2022: $3,115,618Expenses 2022: $175,081Net Income 2022: $2,940,5372022Revenue 2023: $5,865,822Expenses 2023: $393,746Net Income 2023: $5,472,0762023Revenue 2024: $4,165,325Expenses 2024: $696,560Net Income 2024: $3,468,7652024

Latest loaded filing

2024

Revenue$4,165,325
Expenses$696,560
Net Income$3,468,765
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Michael E Porter Family Foundation
EIN
47-6693100
In Care Of
% INDEPENDENT FAMILY OFFICE L
Phone
6178510842
Address
PO Box 10879, Albany, NY 12201

Signing Officer

Name
Sonia T Smyth
Title
Trustee
Phone
6178510842
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Independent Family Office LLC
Address
677 Broadway 7th Floor, Albany, NY 12207
Preparer
Kristopher G Grimmer
Phone
5184528050
Raw XML Appendix71 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
IRS990T/BalanceDueAmt0738
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0INDEPENDENT FAMILY OFFICE LLC
IRS990T/BooksInCareOfDetail/PhoneNum05183011679
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0677 BROADWAY 7TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd012207
IRS990T/BookValueAssetsEOYAmt06788721
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt08520
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0324110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalOrdinaryGainLossAmt014258
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-58
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt014200
IRS990TScheduleA/TotUnrltTrdBusIncmAmt014200
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SALE OF 2942 SHS PBF LOGISTICS, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt014200
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt014200
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt0738
IRS990T/TaxLessCreditsAmt0738
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0738
IRS990T/TotalTaxComputationAmt0738
IRS990T/TotalUBTIAmt04680
IRS990T/TotalUBTIBeforeNOLSpecificAmt05680
IRS990T/TotalUBTIBeforeSection199AAmt05680
IRS990T/TotalUBTIComputedAmt014200
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA T SMYTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178510842
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Michael E Porter Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0476693100
ReturnHeader/Filer/InCareOfNm0% INDEPENDENT FAMILY OFFICE L
ReturnHeader/Filer/PhoneNum06178510842
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10879
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202160539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Independent Family Office LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0677 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012207
ReturnHeader/PreparerPersonGrp/PhoneNum05184528050
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristopher G Grimmer
ReturnHeader/ReturnTs02023-06-13T08:13:50-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SONIA T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMYTH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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