Civic Intelligence

George a Strba UW FBO George a Strba Charitable Test Tr

990PF • Fiscal year 2023 • EIN 02-6139129

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 28, 2024

Organization Profile
40 Garden Street Suite 205Poughkeepsie, NY 12601

(845) 454-0500

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-279%

Higher net margin than 10% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$4,586

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-7.0%

Faster asset growth than 20% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-76%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$2,407,318

Down $181,099 (-7.0%) from 2022

Net Assets

$2,407,318

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin10th percentile

Revenue

Down

$64,282

Down $202,408 (-76%) from 2022

Expenses

Up

$243,825

Up $5,109 (+2.1%) from 2022

Net Income

Down

-$179,543

Down $207,517 (-742%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,525,114Liabilities 2011: $02011Assets 2012: $2,665,190Liabilities 2012: $02012Assets 2013: $2,895,490Liabilities 2013: $02013Assets 2014: $2,830,116Liabilities 2014: $1Net Assets 2014: $2,830,1162014Assets 2015: $2,793,864Liabilities 2015: $1Net Assets 2015: $2,793,8642015Assets 2016: $2,691,259Liabilities 2016: $0Net Assets 2016: $2,691,2592016Assets 2017: $2,655,730Liabilities 2017: $0Net Assets 2017: $2,655,7302017Assets 2018: $2,729,404Liabilities 2018: $0Net Assets 2018: $2,729,4042018Assets 2019: $2,611,618Liabilities 2019: $1Net Assets 2019: $2,611,6182019Assets 2020: $2,553,358Liabilities 2020: $1Net Assets 2020: $2,553,3582020Assets 2021: $2,564,273Liabilities 2021: $1Net Assets 2021: $2,564,2732021Assets 2022: $2,588,417Liabilities 2022: $12022Assets 2023: $2,407,318Liabilities 2023: $0Net Assets 2023: $2,407,3182023

Highlighted filing

2023

Assets$2,407,318
Liabilities$0
Net Assets$2,407,318
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $87,399Expenses 2011: $155,755Net Income 2011: -$68,3562011Revenue 2012: $299,319Expenses 2012: $159,243Net Income 2012: $140,0762012Revenue 2013: $406,889Expenses 2013: $176,589Net Income 2013: $230,3002013Revenue 2014: $107,300Expenses 2014: $172,674Net Income 2014: -$65,3742014Revenue 2015: $135,400Expenses 2015: $171,652Net Income 2015: -$36,2522015Revenue 2016: $54,640Expenses 2016: $157,245Net Income 2016: -$102,6052016Revenue 2017: $114,507Expenses 2017: $152,146Net Income 2017: -$37,6392017Revenue 2018: $236,892Expenses 2018: $163,218Net Income 2018: $73,6742018Revenue 2019: $61,420Expenses 2019: $173,541Net Income 2019: -$112,1212019Revenue 2020: $122,849Expenses 2020: $178,724Net Income 2020: -$55,8752020Revenue 2021: $217,089Expenses 2021: $207,421Net Income 2021: $9,6682021Revenue 2022: $266,690Expenses 2022: $238,716Net Income 2022: $27,9742022Revenue 2023: $64,282Expenses 2023: $243,825Net Income 2023: -$179,5432023

Highlighted filing

2023

Revenue$64,282
Expenses$243,825
Net Income-$179,543
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FERENZTrusteePT$4,586-$4,586
Filing and Contact Details

Filer

Filer Name
George a Strba Charitable Trust
EIN
02-6139129
Phone
8454540500
Address
40 GARDEN STREET SUITE 205, POUGHKEEPSIE, NY 12601

Signing Officer

Name
David Ferenz
Title
Trustee
Phone
8454540500
Signed
2024-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
510 HAIGHT AVENUE, POUGHKEEPSIE, NY 12603
Preparer
John J Cina
Phone
8454737774
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-6656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-11299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4123853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7153701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc040O SHS DISNEY WALT CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 SHS ESTEE LAUDER COS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2175 SHS HONEYWELL INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 SHS ILLUMINA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43750 ISHARES US PREFERRED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550000 JP MORGAN CHASE & CO 3.2000% 01/25/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650000 MMM CO 2.25 % 3/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc734155.746 T. ROWE PRICE SHORT-TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850000 UNITED HEALTH GROUP INC SR 2.8750% 3/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc90.999 SHS VERALTO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1099 SHS VERALTO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12010
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-179543
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01556
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02408874
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02588417
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02407318
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0156967
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0156967
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0156967
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0157560
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0593
IRS990PF/DistributableAmountGrp/TotalTaxAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0202
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0593
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0795
IRS990PF/FMVAssetsEOYAmt03362929
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021877
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021770
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01576655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01416558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01383268
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0807484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0852735
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01841636
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02588417
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02407318
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0182401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0116255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0116255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02588417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02407318
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03362929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02588417
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02407318
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02588417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02407318
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03199186
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0155730
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03043456
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047988
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0157560
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03151198
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03199186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID FERENZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0240 GARDEN ST SUITE 205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0210171
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0210171
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID FERENZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0240 GARDEN ST SUITE 205
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454540500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS FOR FUNDING SHOULD BE MADE TO THE FOUNDATION EXPLAINING THE PURPOSE OF THE FUNDING. THE FOUNDATION SUPPORTS ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION TRIES NOT TO IMPOSE A RIGID APPLICATION PROCEDURE AND MAKES EVERY EFFORT TO BE RESPONSIBLE AND FLEXIBLE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID FERENZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08454540500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0240 GARDEN ST SUITE 205
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,407,318
Liabilities
$0
Net assets
$2,407,318
Revenue
$64,282
Expenses
$243,825
Net income
-$179,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.06$0.24$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$0.27$0.24$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.22$0.21$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.12$0.18$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.06$0.17$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.24$0.16$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.11$0.15$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.05$0.16$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.14$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.11$0.17$0.07
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.41$0.18$0.23
2012Summary only. Only limited summary data is available for this year.$2.67$0.00$0.30$0.16$0.14
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.09$0.16$0.07