Civic Intelligence

S O Charitable Trust

990PF • Fiscal year 2014 • EIN 01-0617948

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
3839 Flatlands Avenue No 201Brooklyn, NY 11234

(718) 436-5151

Siviq Scores

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

Liabilities / Assets

88th percentile

0.01x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

0.08x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Net Margin

90th percentile

93%

Higher net margin than 90% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

2014 filings • NTEE T • $5M-$10M nonprofits • Source year 2014

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

1.5%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$6,490,201

Up $754,012 (+13%) from 2013

Net Assets

Up

$6,430,943

Up $719,863 (+13%) from 2013

Liabilities

Up

$59,258

Up $34,149 (+136%) from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin90th percentile

Revenue

Up

$772,713

Up $11,089 (+1.5%) from 2013

Expenses

Down

$52,850

Down $22,140 (-30%) from 2013

Net Income

Up

$719,863

Up $33,229 (+4.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2011: $4,334,678Liabilities 2011: $02011Assets 2012: $5,055,980Liabilities 2012: $29,733Net Assets 2012: $5,026,2472012Assets 2013: $5,736,189Liabilities 2013: $25,109Net Assets 2013: $5,711,0802013Assets 2014: $6,490,201Liabilities 2014: $59,258Net Assets 2014: $6,430,9432014Assets 2015: $6,866,280Liabilities 2015: $57,862Net Assets 2015: $6,808,4182015Assets 2016: $7,177,996Liabilities 2016: $59,829Net Assets 2016: $7,118,1672016Assets 2017: $7,300,710Liabilities 2017: $59,894Net Assets 2017: $7,240,8162017Assets 2018: $7,595,633Liabilities 2018: $65,184Net Assets 2018: $7,530,4492018Assets 2019: $7,930,526Liabilities 2019: $80,162Net Assets 2019: $7,850,3642019Assets 2020: $8,699,778Liabilities 2020: $83,9062020Assets 2021: $8,793,381Liabilities 2021: $1Net Assets 2021: $8,793,3812021Assets 2022: $8,276,610Liabilities 2022: $0Net Assets 2022: $8,276,6102022Assets 2023: $7,987,849Liabilities 2023: $12023Assets 2024: $8,121,849Liabilities 2024: $0Net Assets 2024: $8,121,8492024

Highlighted filing

2014

Assets$6,490,201
Liabilities$59,258
Net Assets$6,430,943
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $853,591Expenses 2011: $521,809Net Income 2011: $331,7822011Expenses 2012: $214,9302012Revenue 2013: $761,624Expenses 2013: $74,990Net Income 2013: $686,6342013Revenue 2014: $772,713Expenses 2014: $52,850Net Income 2014: $719,8632014Revenue 2015: $604,416Expenses 2015: $222,506Net Income 2015: $381,9102015Revenue 2016: $754,349Expenses 2016: $444,600Net Income 2016: $309,7492016Revenue 2017: $725,205Expenses 2017: $602,556Net Income 2017: $122,6492017Revenue 2018: $770,852Expenses 2018: $481,219Net Income 2018: $289,6332018Revenue 2019: $737,107Expenses 2019: $417,192Net Income 2019: $319,9152019Revenue 2020: $1,807,861Expenses 2020: $681,239Net Income 2020: $1,126,6222020Revenue 2021: $801,519Expenses 2021: $624,010Net Income 2021: $177,5092021Revenue 2022: $765,626Expenses 2022: $1,282,397Net Income 2022: -$516,7712022Revenue 2023: $453,834Expenses 2023: $862,025Net Income 2023: -$408,1912023Revenue 2024: $607,999Expenses 2024: $386,026Net Income 2024: $221,9732024

Highlighted filing

2014

Revenue$772,713
Expenses$52,850
Net Income$719,863
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA ROSSTrustee-$0--
SAMUEL OFFENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
S O Charitable Trust
EIN
01-0617948
Phone
7184365151
Address
3839 FLATLANDS AVENUE NO 201, BROOKLYN, NY 11234

Signing Officer

Name
Rebecca Offen
Title
Trustee
Phone
7184365151
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Robins & Associates Llp
Address
4 EXECUTIVE BOULEVARD SUITE 202, SUFFERN, NY 10901
Preparer
Alfred I Scherzer
Phone
8455472230
Raw XML Appendix352 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0783081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT LVLLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0783081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0532738
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0239975
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0772713
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0772713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0719863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0532738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0532738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0770513
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0532738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0239975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0239975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0772713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0772713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020% OF LVLLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0719863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06430943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05711080
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06430943
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0288342
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0288342
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0288342
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0303752
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015410
IRS990PF/DistributableAmountGrp/TotalTaxAmt015410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028000
IRS990PF/FMVAssetsEOYAmt06490201
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0302686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt057192
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt057192
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0315600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0783081
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0783081
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt025109
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt059258
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt04649928
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt05117903
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt04649928
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt04649928
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05711080
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06430943
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05736189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06490201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06490201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt025109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt059258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05736189
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06490201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05711080
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06430943
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06167546
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0657089
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt092513
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05510457
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0303752
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06075033
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06167546
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REBECCA ROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SAMUEL OFFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01466 E13TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12114 AVENUE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0373019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0380724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0198500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0498809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0126409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0217559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.125960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.082142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06075033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05413074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03941383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03960048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03203464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02648588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.307008
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040650
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040650
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040650
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/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REBECCA ROSS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03839 FLATLANDS AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07184365151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADVANCEMENT OF EDUCATION & ASSISTANCE TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONTRIBUTIONS OF 40000 DETAILS AVAILABLE UPON REQUEST AT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03839 FLATLANDS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt040650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0288342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0247692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0271722
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0247692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024030
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041567
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0289259
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021667
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt264127
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt333212
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4120968
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST - LESCO
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST - LORIMER
OtherIncomeSchedule2/OtherIncomeDetail/Desc2INTEREST - RESTORATIVE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3INTEREST - DENSCO
OtherIncomeSchedule2/OtherIncomeDetail/Desc4TBG FUNDING
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021667
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt264127
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt333212
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4120968
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021667
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt264127
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt333212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4120968
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025109
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT LORIMER ST. ASSOCIATES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt059258
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0APPRAISAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01000
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0DAVID SCHARF FAMILY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1THE SECA TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID SCHARF
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt13839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt23839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd111234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd211234
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA OFFEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07184365151
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S O CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOCH
ReturnHeader/Filer/EIN0010617948
ReturnHeader/Filer/PhoneNum07184365151
ReturnHeader/Filer/USAddress/AddressLine1Txt03839 FLATLANDS AVENUE NO 201
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133094254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINS & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 EXECUTIVE BOULEVARD SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUFFERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010901
ReturnHeader/PreparerPersonGrp/PhoneNum08455472230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED I SCHERZER
ReturnHeader/ReturnTs02015-11-10T09:52:55-06:00
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
$6,490,201
Liabilities
$59,258
Net assets
$6,430,943
Revenue
$772,713
Expenses
$52,850
Net income
$719,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.61$0.39$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.99$0.00$0.45$0.86$0.41
2022Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.77$1.28$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.80$0.62$0.18
2020Summary only. Only limited summary data is available for this year.$8.70$0.08$1.81$0.68$1.13
2019Detailed filing. Detailed filing data is available for this year.$7.93$0.08$7.85$0.74$0.42$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.60$0.07$7.53$0.77$0.48$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.06$7.24$0.73$0.60$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.18$0.06$7.12$0.75$0.44$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.06$6.81$0.60$0.22$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.49$0.06$6.43$0.77$0.05$0.72
2013Detailed filing. Detailed filing data is available for this year.$5.74$0.03$5.71$0.76$0.07$0.69
2012Detailed filing. Detailed filing data is available for this year.$5.06$0.03$5.03$0.21
2011Summary only. Only limited summary data is available for this year.$4.33$0.00$0.85$0.52$0.33