Civic Intelligence

The Risc Foundation Inc.

990PF • Fiscal year 2015 • EIN 71-1051630

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 17, 2016

Organization Profile
6 Seekonk Cross RoadGreat Barrington, MA 01230

(413) 528-1199

Siviq Scores

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

Liabilities / Assets

39th percentile

0.13x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

7.76x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

4th percentile

-90%

Higher net margin than 4% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

26th percentile

$160,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

21st percentile

-3.4%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$89,335,108

Down $3,131,776 (-3.4%) from 2014

Net Assets

Down

$78,052,669

Down $7,044,258 (-8.3%) from 2014

Liabilities

Up

$11,282,439

Up $3,912,482 (+53%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Down

$1,454,813

Down $2,705,190 (-65%) from 2014

Expenses

Up

$2,759,724

Up $1,846,086 (+202%) from 2014

Net Income

Down

-$1,304,911

Down $4,551,276 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$300M$200M$100M$0Assets 2010: $568,315Liabilities 2010: $0Net Assets 2010: $568,3152010Assets 2011: $42,804,476Liabilities 2011: $0Net Assets 2011: $42,804,4762011Assets 2012: $52,666,995Liabilities 2012: $1,266,250Net Assets 2012: $51,400,7452012Assets 2013: $77,028,813Liabilities 2013: $4,747,622Net Assets 2013: $72,281,1912013Assets 2014: $92,466,884Liabilities 2014: $7,369,957Net Assets 2014: $85,096,9272014Assets 2015: $89,335,108Liabilities 2015: $11,282,439Net Assets 2015: $78,052,6692015Assets 2016: $96,622,865Liabilities 2016: $14,502,723Net Assets 2016: $82,120,1422016Assets 2017: $122,729,907Liabilities 2017: $22,385,896Net Assets 2017: $100,344,0112017Assets 2018: $128,544,164Liabilities 2018: $33,587,247Net Assets 2018: $94,956,9172018Assets 2019: $161,676,566Liabilities 2019: $45,433,461Net Assets 2019: $116,243,1052019Assets 2020: $177,113,284Liabilities 2020: $43,839,238Net Assets 2020: $133,274,0462020Assets 2021: $206,137,600Liabilities 2021: $49,412,547Net Assets 2021: $156,725,0532021Assets 2022: $189,127,197Liabilities 2022: $54,900,065Net Assets 2022: $134,227,1322022Assets 2023: $205,437,717Liabilities 2023: $60,150,654Net Assets 2023: $145,287,0632023Assets 2024: $279,381,424Liabilities 2024: $114,313,872Net Assets 2024: $165,067,5522024

Highlighted filing

2015

Assets$89,335,108
Liabilities$11,282,439
Net Assets$78,052,669
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $71,0302010Expenses 2011: $187,7722011Expenses 2012: $1,531,1822012Revenue 2013: $5,960,566Expenses 2013: $688,348Net Income 2013: $5,272,2182013Revenue 2014: $4,160,003Expenses 2014: $913,638Net Income 2014: $3,246,3652014Revenue 2015: $1,454,813Expenses 2015: $2,759,724Net Income 2015: -$1,304,9112015Revenue 2016: $1,585,020Expenses 2016: $1,439,307Net Income 2016: $145,7132016Revenue 2017: $3,094,979Expenses 2017: $2,559,995Net Income 2017: $534,9842017Revenue 2018: $1,022,087Expenses 2018: $2,140,131Net Income 2018: -$1,118,0442018Revenue 2019: $1,571,008Expenses 2019: $2,864,828Net Income 2019: -$1,293,8202019Revenue 2020: $16,999,901Expenses 2020: $2,442,250Net Income 2020: $14,557,6512020Revenue 2021: $612,238Expenses 2021: $2,270,871Net Income 2021: -$1,658,6332021Revenue 2022: $4,280,023Expenses 2022: $2,955,215Net Income 2022: $1,324,8082022Revenue 2023: $10,780,356Expenses 2023: $9,959,018Net Income 2023: $821,3382023Revenue 2024: $24,707,166Expenses 2024: $14,208,552Net Income 2024: $10,498,6142024

Highlighted filing

2015

Revenue$1,454,813
Expenses$2,759,724
Net Income-$1,304,911
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 17, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L LINFIELD SIMONPresident/DirectorPT$160,000-$160,000
SUSAN R SIMONV.P./Clerk/DirectorPT$35,000-$35,000
CAITLIN J SIMONTreasurer/DirectorPT$35,000-$35,000
GREGORY A HUBERDirectorPT$35,000-$35,000
Filing and Contact Details

Filer

Filer Name
The Risc Foundation Inc
EIN
71-1051630
Phone
4135281199
Address
6 SEEKONK CROSS ROAD, GREAT BARRINGTON, MA 01230

Signing Officer

Name
L Linfield Simon
Title
President
Phone
4135281199
Signed
2016-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Alfonso Perillo
Phone
6172276161
Raw XML AppendixShowing 400 of 593 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/Amt015744
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07872
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07872
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt092230
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt160000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0INVESTMENT IN LEADERSHIP, EDUCATION AND ATHLETICS PARTNERSHIP, A 501(C)(3) ORGANIZATION, TO COMPLETE A CONSTRUCTION PROJECT WHILE AWAITING PROMISED PUBLIC FUNDING IN THE FORM OF A SHORT-TERM INTEREST FREE NOTE.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1INVESTMENT IN ONLINE JOURNALISM PROJECT, A 501(C)(3) ORGANIZATION, TO PERMIT CONSTRUCTION OF A RADIO STATION IN THE FORM OF A INTEREST FREE NOTE WITH PAYMENTS TOWARDS PRINCIPAL PAID IN ANNUAL INCREMENTS OF $15,000 COMMENCING IN 2019.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ELM CITY COMMUNITY MARKET INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ELM CITY COMMUNITY MARKET INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2ELM CITY MARKET FOOD COOPERATIVE INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3ELM CITY COMMUNITY MARKET INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0SEE DATES IN PURPOSE SECTION ABOVE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1FOUNDATION REPRESENTATIVE PARTICIPATED IN THE TRANSACTION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2FOUNDATION REPRESENTATIVE WAS GIVEN REGULAR REPORTS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt309/20/2016
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt131927
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt2126120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt31750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt131927
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2126120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt31750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02014-09-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12014-09-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22014-10-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32015-04-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THIS LOAN WAS MADE PURSUANT TO THE TERMS OF A FINANCIAL SUPPORT AGREEMENT ENTERED INTO BETWEEN THE NEW HAVEN INVESTMENT FUND, LLC AND ECCM ON SEPTEMBER 26, 2014. THE LOAN ALLOWED ECCM TO ACQUIRE THE ASSETS OF THE ELM CITY FOOD COOPERATIVE, INC. ("ECFC") IN AN ARTICLE 9 SALE AND TO PROVIDE WORKING CAPITAL TO OPERATE A GROCERY BUSINESS IN THE SAME LOCATION AS ECFC. THE FOUNDATION RECEIVED REGULAR COPIES OF DOCUMENTS REGARDING THE PURCHASE OF ASSETS AND REGULAR WRITTEN AND ORAL REPORTS FROM THE CEO OF ECCM REGARDING THE USE OF THE LOAN IN THE OPERATION OF ECCM'S BUSINESS. REPRESENTATIVES OF THE FOUNDATION ATTENDED AND/OR RECEIVED MINUTES OF BOARD MEETINGS OF ECCM ON OCTOBER 7, 2014, NOVEMBER 14, 2014, JANUARY 19, 2015, MARCH 18, 2015, MAY 18, 2015, JUNE 1, 2015, AND JULY 6, 2015 REPORTING ON THE OPERATIONS OF ECCM AND ITS USE OF FUNDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THESE FUNDS WERE PROVIDED TO ECFC TO PERMIT IT TO REMAIN IN OPERATION (PAY A SPECIFIC VENDOR THAT WOULD NOT HAVE DELIVERED GOODS WITHOUT PAYMENT) PENDING COMPLETION OF THE ARTICLE 9 SALE. A REPRESENTATIVE OF THE FOUNDATION PARTICIPATED IN THE TRANSACTION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THESE FUNDS WERE USED TO HONOR A GUARANTEE OF AN ECFC LOAN MADE TO PERMIT ECFC TO PURSUE NEGOTIATIONS TO EXPLORE OPTIONS WHICH WOULD PERMIT IT TO CONTINUE OPERATING. A REPRESENTATIVE OF THE FOUNDATION RECEIVED REGULAR REPORTS FROM THE CEO OF ECFC AND BOARD MEMBERS OF ECFC REGARDING THE PROGRESS (FAILURE) OF THESE NEGOTIATIONS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3INVESTMENT IN ELM CITY COMMUNITY MARKET, INC. TO PROVIDE THE MARKET WITH AN OPPORTUNITY TO ACHIEVE SUSTAINABILITY IN THE FORM OF A 4%, 10 YEAR TERM LOAN. THE PURPOSE OF THIS INVESTMENT IS TO ENABLE ELM CITY COMMUNITY MARKET, INC. TO PRESERVE JOBS FOR MINORITY AND LOW INCOME NEW HAVEN, CONNECTICUT RESIDENTS, INCLUDING A SUBSTANTIAL NUMBER OF PRISON REENTRY EMPLOYEES IN FURTHERANCE OF THE RISC FOUNDATION'S MISSION OF PROMOTING ECONOMIC DEVELOPMENT, RELIEVING POVERTY AND COMBATING COMMUNITY AND ENVIRONMENTAL DETERIORATION IN ECONOMICALLY DEPRESSED NEW HAVEN, CONNECTICUT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0777 CHAPEL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1777 CHAPEL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2777 CHAPEL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3777 CHAPEL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0NEW HAVEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1NEW HAVEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2NEW HAVEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3NEW HAVEN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1CT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2CT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3CT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd006510
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd106510
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd206510
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd306510
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART VII-A LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTROLLED ENTITY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY: THE NEW HAVEN INVESTMENT FUND LLC (DISREGARDED ENTITY)ADDRESS: 140 OGDEN STREET, NEW HAVEN, CT 06511EIN: 71-1051630IT IS NOT AN EXCESSIVE BUSINESS HOLDING.THERE WERE NO TRANSFERS TO OR FROM THE CONTROLLED ORGANIZATION DURING 2015.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt041933860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136140673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt041933860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136140673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1U.S. TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02231172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TRIGRAN INVESTMENTS, L.P. II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02231172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0356843
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01108465
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt095
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01190
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 PASSTHROUGH FROM TRIGRAN INVESTMENTS, L.P. II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-11780
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01454813
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01454813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015744
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01349958
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0238500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0265000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01722250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01722250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0356843
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0356843
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1304911
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011945418
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0178472
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0178472
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt011672
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt011672
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01108465
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01139747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-10590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-10590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0451822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0451822
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt069802
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0110802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02162165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0556559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02759724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01696306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01454813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0439915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0556559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01037474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010882078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01063340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1241493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt245125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01063340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1241493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt245125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011945418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DISALLOWED LOSSES FROM WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 FROM TRIGRAN INVESTMENTS L.P. II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01349958
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1304911
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05739347
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt083792016
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt085096927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt078052669
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04465477
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04465477
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04465477
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04476874
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011397
IRS990PF/DistributableAmountGrp/TotalTaxAmt011397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040712
IRS990PF/FMVAssetsEOYAmt089335108
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0111521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05864
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05864
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt083454535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078074533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078074533
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt07369957
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt011282439
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05885040
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08687270
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08687270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02355176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02231172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02231172
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt085096927
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt078052669
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0660612
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0336269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0336269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt092466884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt089335108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt089335108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07369957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011282439
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt092466884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt089335108
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085096927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt078052669
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt090900996
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0557133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt083057708
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01363515
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07286155
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04476874
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089537481
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt090900996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LAGODA INVESTMENT MANAGEMENT LP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1US TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0373237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt177701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT. SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT. SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03 COLUMBUS CIRCLE STE 2215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1114 WEST 47TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt135000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt235000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt335000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0L LINFIELD SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN R SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAITLIN J SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GREGORY A HUBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./CLERK/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06 SEEKONK CROSS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16 SEEKONK CROSS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220 EDGEHILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt320 EDGEHILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREAT BARRINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREAT BARRINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04430583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04441980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03116377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03716835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01533499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0592960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.014004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.106447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt089537481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt083476631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt064822373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt047489706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt042342065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0588394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05064395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247413
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05052998
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02162165
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011397
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt02902230
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05064395
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
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/IndividualWithBooksNm0L LINFIELD SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 SEEKONK CROSS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREAT BARRINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum04135281199
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt0152230
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0INVESTMENT IN THE CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY, A 501(C)(3) ORGANIZATION, TO PROCEED WITH THE CREATION OF A CULINARY ARTS PROGRAM, WHICH, AMONG OTHER THINGS, WAS INTENDED TO PROVIDE JOB TRAINING FOR NEW HAVEN'S MINORITY REENTRY POPULATION. THE INVESTMENT IS IN THE FORM OF A FIVE YEAR TERM LOAN WITH AN INTEREST RATE OF 1.7%
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0INVESTMENT IN ELM CITY COMMUNITY MARKET, INC. TO PROVIDE THE MARKET WITH AN OPPORTUNITY TO ACHIEVE SUSTAINABILITY IN THE FORM OF A 4%, 10 YEAR TERM LOAN. THE PURPOSE OF THIS INVESTMENT IS TO ENABLE ELM CITY COMMUNITY MARKET, INC. TO PRESERVE JOBS FOR MINORITY AND LOW INCOME NEW HAVEN, CONNECTICUT RESIDENTS, INCLUDING A SUBSTANTIAL NUMBER OF PRISON REENTRY EMPLOYEES IN FURTHERANCE OF THE RISC FOUNDATION'S MISSION OF PROMOTING ECONOMIC DEVELOPMENT, RELIEVING POVERTY AND COMBATING COMMUNITY AND ENVIRONMENTAL DETERIORATION IN ECONOMICALLY DEPRESSED NEW HAVEN, CONNECTICUT.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt01000000
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt01750000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt02902230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL OUR KIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOSTON SYMPHONY ORCHESTRA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CALVIN HILL DAY CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CONNECTICUT VOICES FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EDGERTON PARK CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GROWERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6JACOB'S PILLOW DANCE FESTIVAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NEW HAVEN LEGAL ASSISTANCE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FOOTE SCHOOL INC - HORIZONS AT FOOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10THE NEW HAVEN READS COMMUNITY BOOK BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UNITED WAY OF GREATER NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12MUSIC HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,335,108
Liabilities
$11,282,439
Net assets
$78,052,669
Revenue
$1,454,813
Expenses
$2,759,724
Net income
-$1,304,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$279$114$165$24.7$14.2$10.5
2023Detailed filing. Detailed filing data is available for this year.$205$60.2$145$10.8$9.96$0.82
2022Detailed filing. Detailed filing data is available for this year.$189$54.9$134$4.28$2.96$1.32
2021Detailed filing. Detailed filing data is available for this year.$206$49.4$157$0.61$2.27$1.66
2020Detailed filing. Detailed filing data is available for this year.$177$43.8$133$17.0$2.44$14.6
2019Detailed filing. Detailed filing data is available for this year.$162$45.4$116$1.57$2.86$1.29
2018Detailed filing. Detailed filing data is available for this year.$129$33.6$95.0$1.02$2.14$1.12
2017Detailed filing. Detailed filing data is available for this year.$123$22.4$100$3.09$2.56$0.53
2016Detailed filing. Detailed filing data is available for this year.$96.6$14.5$82.1$1.59$1.44$0.15
2015Detailed filing. Detailed filing data is available for this year.$89.3$11.3$78.1$1.45$2.76$1.30
2014Detailed filing. Detailed filing data is available for this year.$92.5$7.37$85.1$4.16$0.91$3.25
2013Detailed filing. Detailed filing data is available for this year.$77.0$4.75$72.3$5.96$0.69$5.27
2012Detailed filing. Detailed filing data is available for this year.$52.7$1.27$51.4$1.53
2011Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$0.19
2010Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07