Civic Intelligence

Forward Vision

990PF • Fiscal year 2014 • EIN 61-1699880

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 27, 2015

Organization Profile
JEElias-JPM 270 Park Ave 5th fSuiteNew York, NY 10017

(646) 414-6908

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

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

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Net Margin

13th percentile

-75%

Higher net margin than 13% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

25th percentile

-1.0%

Faster asset growth than 25% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

80%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$29,068,165

Down $305,692 (-1.0%) from 2013

Net Assets

$29,068,165

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin13th percentile

Revenue

Up

$408,903

Up $181,242 (+80%) from 2013

Expenses

Down

$714,595

Down $139,209 (-16%) from 2013

Net Income

Up

-$305,692

Up $320,451 (+51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$30M$20M$10M$0Assets 2012: $30,000,000Liabilities 2012: $02012Assets 2013: $29,373,857Liabilities 2013: $02013Assets 2014: $29,068,165Liabilities 2014: $0Net Assets 2014: $29,068,1652014Assets 2015: $27,842,854Liabilities 2015: $0Net Assets 2015: $27,842,8542015Assets 2018: $23,407,058Liabilities 2018: $0Net Assets 2018: $23,407,0582018Assets 2019: $22,131,062Liabilities 2019: $12019Assets 2020: $23,034,330Liabilities 2020: $0Net Assets 2020: $23,034,3302020Assets 2021: $23,443,506Liabilities 2021: $0Net Assets 2021: $23,443,5062021Assets 2022: $22,448,022Liabilities 2022: $12022Assets 2023: $21,943,957Liabilities 2023: $12023Assets 2024: $22,686,620Liabilities 2024: $0Net Assets 2024: $22,686,6202024

Highlighted filing

2014

Assets$29,068,165
Liabilities$0
Net Assets$29,068,165
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $28,109,000Expenses 2012: $0Net Income 2012: $28,109,0002012Revenue 2013: $227,661Expenses 2013: $853,804Net Income 2013: -$626,1432013Revenue 2014: $408,903Expenses 2014: $714,595Net Income 2014: -$305,6922014Revenue 2015: $523,799Expenses 2015: $1,632,989Net Income 2015: -$1,109,1902015Revenue 2018: $225,793Expenses 2018: $1,632,032Net Income 2018: -$1,406,2392018Revenue 2019: $100,669Expenses 2019: $1,586,247Net Income 2019: -$1,485,5782019Revenue 2020: $2,224,947Expenses 2020: $1,464,766Net Income 2020: $760,1812020Revenue 2021: $1,656,575Expenses 2021: $1,260,493Net Income 2021: $396,0822021Revenue 2022: $458,343Expenses 2022: $1,271,877Net Income 2022: -$813,5342022Revenue 2023: $686,738Expenses 2023: $1,335,353Net Income 2023: -$648,6152023Revenue 2024: $2,152,775Expenses 2024: $1,423,731Net Income 2024: $729,0442024

Highlighted filing

2014

Revenue$408,903
Expenses$714,595
Net Income-$305,692
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 27, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW FELDSTEINDirector - Co-President - CIO-$0--
JANE VERONCo-President - Treasurer -Scty-$0--
RICHARD VERONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Forward Vision
EIN
61-1699880
In Care Of
% ANCHIN BLOCK & ANCHIN LLP
Phone
6464146908
Address
JEElias-JPM 270 Park Ave 5th f, Suite, New York, NY 10017

Signing Officer

Name
Andrew Feldstein
Title
Director - Co-president
Phone
2128403456
Signed
2015-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
James Ferrara
Phone
2128403456
Raw XML Appendix354 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/Amt08142
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES FOR VARIOUS
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1CONSULTING, ACCOUNTING AND
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2TAX RETURN PREPARATION SVCS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04071
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04086450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04125787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP MORGAN- SEE SCHEDULE ATTACH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015823885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11458386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22717729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLUE MOUNTAIN CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTERNATIVES FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLUE MOUNTAIN EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALTERNATIVES FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLUE MOUNTAIN LONG/SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CREDIT FUND, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018690483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11668469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23034084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0408903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04071
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0700500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0700500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125194
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125194
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-305692
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05672985
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0283605
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0404832
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0705321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0714595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0408903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0408903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04724293
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0288246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4641
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0283605
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-305692
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029068165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029373857
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029068165
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01606329
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01606329
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01606329
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01610377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04048
IRS990PF/DistributableAmountGrp/TotalTaxAmt04048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt06500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02138
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04590
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08638
IRS990PF/FMVAssetsEOYAmt032500538
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020000000
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029373857
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05590630
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032500538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029373857
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029373857
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032698010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04750303
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04709487
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0490470
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt023238220
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01610377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032207540
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032698010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW FELDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE VERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD VERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR - CO-PRESIDENT - CIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-PRESIDENT - TREASURER -SCTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0JEElias-JPM 270 Park Ave 5th f
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1JEElias-JPM 270 Park Ave 5th f
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2JEElias-JPM 270 Park Ave 5th f
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New York
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210017
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.027229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01375 BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3georgetown university
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4yale university
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5santa fe institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Brigham Women's Hospital
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1826 broadway 9th fl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21563 massachusetts avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 fifth avenue suite 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4po box 2038
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6116 huntington ave 3rd fl
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4new haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5santa fe
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0699422
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
TaxesSchedule/TaxesDetail/Amt05200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES PAID ON
TaxesSchedule/TaxesDetail/CategoryTxt1NET INVESTMENT INCOME
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW FELDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR - CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORWARD VISION
ReturnHeader/Filer/BusinessNameControlTxt0FORW
ReturnHeader/Filer/EIN0611699880
ReturnHeader/Filer/InCareOfNm0% ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/Filer/PhoneNum06464146908
ReturnHeader/Filer/USAddress/AddressLine1Txt0JEElias-JPM 270 Park Ave 5th f
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187001
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES FERRARA
ReturnHeader/ReturnTs02015-08-04T11:32:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,068,165
Liabilities
$0
Net assets
$29,068,165
Revenue
$408,903
Expenses
$714,595
Net income
-$305,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$2.15$1.42$0.73
2023Summary only. Only limited summary data is available for this year.$21.9$0.00$0.69$1.34$0.65
2022Summary only. Only limited summary data is available for this year.$22.4$0.00$0.46$1.27$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$1.66$1.26$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.00$23.0$2.22$1.46$0.76
2019Summary only. Only limited summary data is available for this year.$22.1$0.00$0.10$1.59$1.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$0.23$1.63$1.41
2015Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$0.52$1.63$1.11
2014Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$0.41$0.71$0.31
2013Summary only. Only limited summary data is available for this year.$29.4$0.00$0.23$0.85$0.63
2012Summary only. Only limited summary data is available for this year.$30.0$0.00$28.1$0.00$28.1