S O Charitable Trust

990PF • Fiscal year 2013 • EIN 01-0617948

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

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.

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

90%

Higher net margin than 96% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

13%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

-5.5%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

$5,736,189

Up $680,209 (+13%) from 2012

Net Assets

$5,711,080

Up $684,833 (+14%) from 2012

Liabilities

Down

$25,109

Down $4,624 (-16%) from 2012

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin96th percentile

Revenue

$761,624

No earlier filing loaded for comparison.

Expenses

Down

$74,990

Down $139,940 (-65%) from 2012

Net Income

$686,634

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2013

Assets$5,736,189

Liabilities$25,109

Net Assets$5,711,080

Open 2013 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2013

Revenue$761,624

Expenses$74,990

Net Income$686,634

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 10, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
REBECCA OFFEN	Trustee	-	$0	-	-
SAMUEL OFFEN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 01-0617948
Phone: 7184365151

Signing Officer

Name: Rebecca Offen
Title: Trustee
Phone: 7184365151
Signed: 2014-11-10
Discuss with paid preparer: Yes

Preparer

Preparer: Alfred I Scherzer
Phone: 8455472230

Raw XML Appendix382 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/Amt	0	1700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	315600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INVESTMENT LVLLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	INVESTMENT BEDFORD AVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-101000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt	0	529302
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd	0	16
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt	0	188322
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	616624
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	616624
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	48050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	48050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	145000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	686634
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	529302
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	529302
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-101000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	716424
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	529302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	188322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	188322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	24622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	49168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	74990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	717624
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	761624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	26940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2008-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	101000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-101000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-101000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	BEDFORD AVENUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-101000
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	686634
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	1801
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5712881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5026247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5711080
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	256326
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	256326
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	256326
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	270654
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	14328
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	14328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	10000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	15658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	14
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	20000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	14328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	15658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	14328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	14328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	30000
IRS990PF/FMVAssetsEOYAmt	0	8544759
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	256895
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	302686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	3026856
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt	0	9795
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	486557
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	315600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	400000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	19938
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	25109
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt	0	5117903
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt	0	4312528
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	5117903
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt	0	5117903
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	5026247
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	5711080
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	5055980
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5736189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	8544759
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	29733
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	25109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	5055980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5736189
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	5026247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5711080
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5495507
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	279791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	82433
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	5215716
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	270654
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5413074
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5495507
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	REBECCA OFFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SAMUEL OFFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	2114 AVENUE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	2114 AVENUE N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	11230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	11230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	394093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	401257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	198500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	498809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	126409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	217559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	95059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.072804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.050363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.125960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.039460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.082142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.066093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	7164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	5413074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	3941383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	3960048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	3203464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	2648588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1438257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	49168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.364018
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	49168
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	49168
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	49168
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	0
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	REBECCA OFFEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	3839 FLATLANDS AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	11234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7184365151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	48050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	ADVANCEMENT OF EDUCATION & ASSISTANCE TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	CONTRIBUTIONS OF 48050 DETAILS AVAILABLE UPON REQUEST AT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	3839 FLATLANDS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	11234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	48050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	49168
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	256326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	207158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	17537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	317859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	97955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	63066
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	207158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	289259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	17537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	271722
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	49168
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	289259
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	496417
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	THE SECA TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	3839 FLATLANDS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	11234
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	145000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	1801
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	PENALTY*PASS THRU ENTITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	66784
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	3
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	10671
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	3	64481
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	4	27777
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	5	2708
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	6	7111
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	7	7600
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	8	1187
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INTEREST - LESCO
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	INTEREST - LORIMER
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	INTEREST - 110 HENDERSON
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	INTEREST - DENSCO
OtherIncomeSchedule2/OtherIncomeDetail/Desc	4	INTEREST-FULTON CENTER
OtherIncomeSchedule2/OtherIncomeDetail/Desc	5	INTEREST-DSC FAMILY PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	6	INTEREST-1554 FULTON
OtherIncomeSchedule2/OtherIncomeDetail/Desc	7	INTEREST-STUYVESANT ST
OtherIncomeSchedule2/OtherIncomeDetail/Desc	8	INTEREST-HINDSDALE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	66784
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	3
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	10671
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	3	64481
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	4	27777
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	5	2708
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	6	7111
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	7	7600
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	8	1187
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	66784
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	3
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	10671
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	3	64481
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	4	27777
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	5	2708
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	6	7111
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	7	7600
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	8	1187
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	19938
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	INVESTMENT LORIMER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	25109
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1	0	DAVID SCHARF FAMILY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1	1	THE SECA TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	DAVID SCHARF
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	0	3839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	1	3839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	2	3839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	0	BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	1	BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	2	BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	0	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	1	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	2	NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	0	11234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	1	11234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	2	11234
TaxesSchedule/TaxesDetail/Amt	0	24622
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	REBECCA OFFEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7184365151
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	S O CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SOCH
ReturnHeader/Filer/EIN	0	010617948
ReturnHeader/Filer/PhoneNum	0	7184365151
ReturnHeader/Filer/USAddress/AddressLine1	0	3839 FLATLANDS AVENUE NO 201
ReturnHeader/Filer/USAddress/City	0	BROOKLYN
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	11234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	133094254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	ROBINS & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	4 EXECUTIVE BOULEVARD SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	SUFFERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	10901
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8455472230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALFRED I SCHERZER
ReturnHeader/ReturnTs	0	2014-11-10T15:11:27-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,736,189
Liabilities: $25,109
Net assets: $5,711,080
Revenue: $761,624
Expenses: $74,990
Net income: $686,634

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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