Civic Intelligence

The Hunter Grubb Foundation Inc

990PF • Fiscal year 2018 • EIN 59-6202749

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

Organization Profile
PO Box 578Old Lyme, CT 06371-0578

(860) 434-8425

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.32x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

242%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$2,064,260

Up $403,990 (+24%) from 2017

Net Assets

Up

$1,933,579

Up $403,976 (+26%) from 2017

Liabilities

Up

$130,681

Up $14 (+0.0%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

Up

$412,661

Up $292,101 (+242%) from 2017

Expenses

Up

$111,223

Up $9,009 (+8.8%) from 2017

Net Income

Up

$301,438

Up $283,092 (+1543%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,456,571Liabilities 2012: $02012Assets 2013: $1,459,234Liabilities 2013: $1Net Assets 2013: $1,459,2342013Assets 2014: $1,496,471Liabilities 2014: $1Net Assets 2014: $1,496,4712014Assets 2015: $1,520,799Liabilities 2015: $1Net Assets 2015: $1,520,7992015Assets 2016: $1,602,624Liabilities 2016: $91,367Net Assets 2016: $1,511,2572016Assets 2017: $1,660,270Liabilities 2017: $130,667Net Assets 2017: $1,529,6032017Assets 2018: $2,064,260Liabilities 2018: $130,681Net Assets 2018: $1,933,5792018Assets 2019: $2,242,380Liabilities 2019: $133,158Net Assets 2019: $2,109,2222019Assets 2020: $2,120,584Liabilities 2020: $1Net Assets 2020: $02020

Highlighted filing

2018

Assets$2,064,260
Liabilities$130,681
Net Assets$1,933,579
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $59,829Expenses 2012: $94,960Net Income 2012: -$35,1312012Revenue 2013: $61,875Expenses 2013: $80,815Net Income 2013: -$18,9402013Revenue 2014: $107,851Expenses 2014: $92,614Net Income 2014: $15,2372014Revenue 2015: $82,305Expenses 2015: $87,977Net Income 2015: -$5,6722015Revenue 2016: $96,998Expenses 2016: $106,540Net Income 2016: -$9,5422016Revenue 2017: $120,560Expenses 2017: $102,214Net Income 2017: $18,3462017Revenue 2018: $412,661Expenses 2018: $111,223Net Income 2018: $301,4382018Revenue 2019: $248,293Expenses 2019: $123,048Net Income 2019: $125,2452019Revenue 2020: $134,055Expenses 2020: $179,512Net Income 2020: -$45,4572020

Highlighted filing

2018

Revenue$412,661
Expenses$111,223
Net Income$301,438
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILDEGARDE HANNUMPresident / Assistant Secr-$0--
HUNTER G HANNUMTreasurer-$0--
LISA HOLMESVice President / Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Hunter Grubb Foundation Inc
EIN
59-6202749
Phone
8604348425
Address
PO BOX 578, OLD LYME, CT 06371-0578

Signing Officer

Name
Hildegarde Hannum
Title
President / Assist Secretar
Phone
8604348425
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Fioritakornhaas & Company Pc
Address
146 DEER HILL AVENUE, DANBURY, CT 06810
Preparer
Fiorita Kornhaas Company Pc
Phone
2037901040
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt207364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2421031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2618992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt272172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EXXON MOBIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EXXON MOBIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PAINE WEBBER GRP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MONTGOMERY CTY PA REDEV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MASSACHUSETTS ST HSG FIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BERKSHIRE HATHAWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9EXPRESS SCRIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10JP MORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EXPRESS SCRIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RHODE ISLAND HSG & MTG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LEHMAN BROS LIQUIDATING DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LEHMAN BROS LIQUIDATING DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LEHMAN BROS LIQUIDATING DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16RHODE ISLAND HSG & MTG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22TRAVELERS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23TRAVELERS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24TRAVELERS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25TRAVELERS COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26DOWDUPONT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0314131
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0301438
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02715
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0105253
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01936294
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01529603
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01933579
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0104034
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0104034
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0104034
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0111897
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07863
IRS990PF/DistributableAmountGrp/TotalTaxAmt07863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt02509177
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01469472
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01469472
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031475
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037294
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0258438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0281303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0249638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0358285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0417211
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0868024
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0191217
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0189621
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09920
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0130667
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0130681
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020131
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0424107
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01660270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02064260
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02509177
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0130667
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0130681
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01660270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02064260
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01529603
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01933579
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01012072
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01137235
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01154680
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02272023
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02255940
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034080
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0111897
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02237943
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02272023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0HILDEGARDE HANNUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HUNTER G HANNUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LISA HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT / ASSISTANT SECR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT / SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 99
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OLD LYME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OLD LYME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HADLYME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006371
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106371
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206439
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0100280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0104211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt093555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt094000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt079000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt088000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046463

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,064,260
Liabilities
$130,681
Net assets
$1,933,579
Revenue
$412,661
Expenses
$111,223
Net income
$301,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$0.00$0.13$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.13$2.11$0.25$0.12$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.13$1.93$0.41$0.11$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.13$1.53$0.12$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.09$1.51$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.06$0.09$0.04