Civic Intelligence

S O Charitable Trust

990PF • Fiscal year 2016 • EIN 01-0617948

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

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

89th percentile

0.01x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.08x

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

2016 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2016

Net Margin

61st percentile

41%

Higher net margin than 61% of similar nonprofits.

2016 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2016

Asset Growth

64th percentile

4.5%

Faster asset growth than 64% of similar nonprofits.

2016 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

25%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$7,177,996

Up $311,716 (+4.5%) from 2015

Net Assets

Up

$7,118,167

Up $309,749 (+4.5%) from 2015

Liabilities

Up

$59,829

Up $1,967 (+3.4%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin61st percentile

Revenue

Up

$754,349

Up $149,933 (+25%) from 2015

Expenses

Up

$444,600

Up $222,094 (+100%) from 2015

Net Income

Down

$309,749

Down $72,161 (-19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$7,177,996
Liabilities$59,829
Net Assets$7,118,167
Open 2016 Filing

Operations Trend

Revenue Growth65th 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

2016

Revenue$754,349
Expenses$444,600
Net Income$309,749
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay75th 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 Ross
Title
Trustee
Phone
7184365151
Signed
2017-10-30
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 Appendix331 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/Amt04400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01067676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT LVLLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SURAN GLOBAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01067676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0436466
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0267883
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0704349
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0704349
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0439950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0439950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0309749
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0436466
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0436466
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0700949
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0436466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0267883
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0267883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0441200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0444600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0704349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0754349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04650
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0309749
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07118167
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06808418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07118167
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0338831
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0338831
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0338831
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0345840
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07009
IRS990PF/DistributableAmountGrp/TotalTaxAmt07009
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07009
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07009
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07009
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020000
IRS990PF/FMVAssetsEOYAmt07177996
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0506573
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0291320
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0291320
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01914707
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01067676
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01067676
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt057862
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt059829
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt05819000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt04445000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt05819000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt05819000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06808418
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07118167
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06866280
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07177996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07177996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt057862
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt059829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06866280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07177996
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06808418
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07118167
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07022138
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0872861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0105332
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06149277
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0345840
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06916806
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07022138
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/AdjNetVlNoncharitableAssetsAmt0310094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0317103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0210909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt049168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0198500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0498809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.032062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.006691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.009083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.125960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06916806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06578067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06075033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05413074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03941383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03960048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0441200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.224159
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0434191
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0441200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07009
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0441200
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/Amt0439950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADVANCEMENT OF EDUCATION & ASSISTANCE TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONTRIBUTIONS OF 439950 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/TotalGrantOrContriPdDurYrAmt0439950
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/AppliedToCurrentYearAmt0338831
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065648
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0338831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036721
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036721
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0441200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036721
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065648
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE SECA TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03839 FLATLANDS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011234
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0119768
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1148115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST - LOANS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TBG FUNDING - INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0119768
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1148115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0119768
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1148115
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt057862
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT LORIMER ST. ASSOCIATES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt059829
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07184365151
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05F821CD5BEAA0070DF1A65BACB1E142A44A6418E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05F821CD5BEAA0070DF1A65BACB1E142A44A6418E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.18.226.192
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:45:41
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/ReturnTs02017-10-30T09:45:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,177,996
Liabilities
$59,829
Net assets
$7,118,167
Revenue
$754,349
Expenses
$444,600
Net income
$309,749
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