Civic Intelligence

The Kenneth and Hazel Roe Foundationinc

990PF • Fiscal year 2017 • EIN 58-2305353

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

Organization Profile
630 Fifth AvenueNew York, NY 10111

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

978%

Higher net margin than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-2.9%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,874,847

Down $55,923 (-2.9%) from 2016

Net Assets

Down

$1,874,847

Down $55,923 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$5,719

Up $13,865 (+71%) from 2016

Expenses

Up

$50,203

Up $3,270 (+7.0%) from 2016

Net Income

Up

-$55,922

Up $10,595 (+16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,464,992Liabilities 2011: $02011Assets 2012: $2,384,035Liabilities 2012: $02012Assets 2013: $2,436,206Liabilities 2013: $170,7362013Assets 2014: $2,252,967Liabilities 2014: $170,653Net Assets 2014: $2,082,3142014Assets 2015: $2,067,325Liabilities 2015: $64,6702015Assets 2016: $1,930,770Liabilities 2016: $0Net Assets 2016: $1,930,7702016Assets 2017: $1,874,847Liabilities 2017: $0Net Assets 2017: $1,874,8472017Assets 2018: $1,858,591Liabilities 2018: $36,877Net Assets 2018: $1,821,7142018Assets 2019: $1,777,640Liabilities 2019: $0Net Assets 2019: $1,777,6402019Assets 2020: $1,686,248Liabilities 2020: $0Net Assets 2020: $1,686,2482020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$1,874,847
Liabilities$0
Net Assets$1,874,847
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $100,474Expenses 2011: $184,841Net Income 2011: -$84,3672011Revenue 2012: $109,637Expenses 2012: $190,594Net Income 2012: -$80,9572012Revenue 2013: $62,780Expenses 2013: $181,345Net Income 2013: -$118,5652013Revenue 2014: $42,488Expenses 2014: $223,792Net Income 2014: -$181,3042014Revenue 2015: $40,948Expenses 2015: $120,621Net Income 2015: -$79,6732015Revenue 2016: -$19,584Expenses 2016: $46,933Net Income 2016: -$66,5172016Revenue 2017: -$5,719Expenses 2017: $50,203Net Income 2017: -$55,9222017Revenue 2018: $14,190Expenses 2018: $67,076Net Income 2018: -$52,8862018Revenue 2019: $25,679Expenses 2019: $70,001Net Income 2019: -$44,3222019Revenue 2020: $4,605Expenses 2020: $96,000Net Income 2020: -$91,3952020Revenue 2021: $1,025,656Expenses 2021: $2,748,806Net Income 2021: -$1,723,1502021

Highlighted filing

2017

Revenue-$5,719
Expenses$50,203
Net Income-$55,922
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLACE LINDSAY ROEPresident-$0--
RANDALL B ROEVice President-$0--
RALPH C ROE IIVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Kenneth and Hazel Roe Foundationinc
EIN
58-2305353
Phone
5165089623
Address
630 FIFTH AVENUE, NEW YORK, NY 10111

Signing Officer

Name
Hollace Lindsay Roe
Title
President
Phone
5165089623
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust Company Na
Address
630 FIFTH AVENUE, NEW YORK, NY 10111
Preparer
Kevin Barry
Phone
5165089623
Raw XML Appendix369 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FINANCIAL SERVICES FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0CRANSTON ASSOCIATES IRC SECTION 469 - PASSIVE ACTIVITY LOSS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0AS PER IRC SECTION 469, THE PASSIVE ACTIVITY LOSS FROM CRANSTON ASSOCIATES IN THE AMOUNT OF $63,244 CANNOT BE UTILIZED IN THE 2017 YAX YEAR. THE LOSS WILL BE CARRIED FORWARD TO THE NEXT TAXABLE YEAR.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,941.731 SHS OW FIXED INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,426.611 SHS OW ALL CAP CORE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22,761.558 SHS OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3834.201 SHS OW SMALL & MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,751.396 SHS OW STRATEGIC OPPTYS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01789278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt028.3333% CRANSTON ASSOCIATES ID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01459670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03810
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010161
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CRANSTON ASSOCIATES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-19690
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-5719
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-5719
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt046131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03509
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03810
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55922
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015429
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010161
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013669
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-19690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013670
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-5719
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CRANSTON ASSOCIATES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LITIGATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010161
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-55922
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01874848
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01930770
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01874847
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt076928
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt076928
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt076928
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077201
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0273
IRS990PF/DistributableAmountGrp/TotalTaxAmt0273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0832
IRS990PF/FMVAssetsEOYAmt01572704
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01930770
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01874847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt082498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt085374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0112839
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01848033
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01789278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01459670
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0239
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01930770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01874847
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01572704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01930770
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01874847
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01930770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01874847
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01567525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0267
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0107588
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023513
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01459670
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077201
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01544012
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01567525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0HOLLACE LINDSAY ROE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL B ROE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RALPH C ROE II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BESSEMER TRUST 630 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BESSEMER TRUST 630 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O BESSEMER TRUST 630 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0104761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0104898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt073479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0175921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0180088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0188852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.101240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.095669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.096576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01544012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01536438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01607720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01737659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01882412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01955472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.339251
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04071
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04071
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04071
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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/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/IndividualWithBooksNm0CO BESSEMER TRUST COMPANY NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0630 FIFTH AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089623
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION OF THEIR ORGANIZATION ALONG WITH A PROPOSED BUDGET.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE KENNETH HAZEL ROE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02019864649
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0700 KINDERKAMACK ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ORADELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0076491533
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE IS GIVEN TO INSTITUTIONS OF HIGHER EDUCATION IN THE FIELD OF ENGINEERING AND TO THE ARTS AND SCIENCE MUSEUMS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED ANYTIME
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0HOLLACE LINDSAY ROE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1RANDALL B ROE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm2RALPH C ROE II
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt04071
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010980
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04071
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010980
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061877
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REAL ESTATE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PHILADELPHIA INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-19690
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CRANSTON ASSOCIATES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-19690
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLACE LINDSAY ROE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KENNETH AND HAZEL ROE FOUNDATIONINC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BESSEMER TRUST COMPANY NA
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0582305353
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031C83D6B3AD52F3CEA74E9535250557802AD0824
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031C83D6B3AD52F3CEA74E9535250557802AD0824
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.160.35.2
ReturnHeader/FilingSecurityInformation/IPDt02018-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:27:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010111
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN BARRY
ReturnHeader/ReturnTs02018-10-16T10:33:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,874,847
Liabilities
$0
Net assets
$1,874,847
Revenue
-$5,719
Expenses
$50,203
Net income
-$55,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.03$2.75$1.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.00$0.10$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.03$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.04$1.82$0.01$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.05$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.02$0.05$0.07
2015Summary only. Only limited summary data is available for this year.$2.07$0.06$0.04$0.12$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.17$2.08$0.04$0.22$0.18
2013Summary only. Only limited summary data is available for this year.$2.44$0.17$0.06$0.18$0.12
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.11$0.19$0.08
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$0.10$0.18$0.08