Civic Intelligence

The Deerfield Partnership Foundation

990PF • Fiscal year 2017 • EIN 05-0618950

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profile
780 third avenue 37th floorNew York, NY 10017

(212) 551-1600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

57th percentile

34%

Higher net margin than 57% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

50%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$10,826,718

Up $1,860,561 (+21%) from 2016

Net Assets

Up

$10,826,718

Up $1,860,561 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin57th percentile

Revenue

Up

$5,418,493

Up $1,811,575 (+50%) from 2016

Expenses

Down

$3,557,932

Down $97,290 (-2.7%) from 2016

Net Income

Up

$1,860,561

Up $1,908,865 (+3952%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$30M$20M$10M$0Assets 2011: $2,000,487Liabilities 2011: $02011Assets 2012: $3,856,598Liabilities 2012: $02012Assets 2013: $4,995,627Liabilities 2013: $02013Assets 2014: $9,043,867Liabilities 2014: $02014Assets 2015: $9,014,461Liabilities 2015: $02015Assets 2016: $8,966,157Liabilities 2016: $0Net Assets 2016: $8,966,1572016Assets 2017: $10,826,718Liabilities 2017: $0Net Assets 2017: $10,826,7182017Assets 2019: $12,256,963Liabilities 2019: $0Net Assets 2019: $12,256,9632019Assets 2020: $13,059,605Liabilities 2020: $0Net Assets 2020: $13,059,6052020Assets 2021: $16,769,602Liabilities 2021: $0Net Assets 2021: $16,769,6022021Assets 2022: $16,480,593Liabilities 2022: $0Net Assets 2022: $16,480,5932022Assets 2023: $15,498,503Liabilities 2023: $0Net Assets 2023: $15,498,5032023Assets 2024: $29,679,577Liabilities 2024: $1,283Net Assets 2024: $29,678,2942024

Highlighted filing

2017

Assets$10,826,718
Liabilities$0
Net Assets$10,826,718
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,260,410Expenses 2011: $2,109,498Net Income 2011: $1,150,9122011Revenue 2012: $4,794,574Expenses 2012: $2,721,242Net Income 2012: $2,073,3322012Revenue 2013: $3,027,156Expenses 2013: $2,685,426Net Income 2013: $341,7302013Revenue 2014: $6,083,164Expenses 2014: $3,719,591Net Income 2014: $2,363,5732014Revenue 2015: $5,813,793Expenses 2015: $4,013,645Net Income 2015: $1,800,1482015Revenue 2016: $3,606,918Expenses 2016: $3,655,222Net Income 2016: -$48,3042016Revenue 2017: $5,418,493Expenses 2017: $3,557,932Net Income 2017: $1,860,5612017Revenue 2019: $2,991,072Expenses 2019: $3,723,855Net Income 2019: -$732,7832019Revenue 2020: $5,661,064Expenses 2020: $4,858,422Net Income 2020: $802,6422020Revenue 2021: $8,282,470Expenses 2021: $4,572,473Net Income 2021: $3,709,9972021Revenue 2022: $6,374,406Expenses 2022: $6,663,415Net Income 2022: -$289,0092022Revenue 2023: $5,923,129Expenses 2023: $6,905,219Net Income 2023: -$982,0902023Revenue 2024: $15,987,138Expenses 2024: $1,814,238Net Income 2024: $14,172,9002024

Highlighted filing

2017

Revenue$5,418,493
Expenses$3,557,932
Net Income$1,860,561
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexis CazePres-$0--
Libin ChenAssistant Sec-$0--
David ClarkDirector-$0--
James FlynnDirector-$0--
Howie FurstVP-$0--
Jonathan IslerDirector-$0--
Jonathan LeffVP-$0--
Christine LivotiVP-$0--
Dina LucchesiVP-$0--
Allison MiyakeTreas-$0--
Shannon PlumsteadSec-$0--
Bryan SendrowskiTreas-$0--
Paul TakatsVP-$0--
Charlotte WilliamsonAssistant Sec-$0--
Jim ZenkerVP-$0--
sumner andersonPres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNYAYA HEALTH A NONPROFIT CORPORATION - POSSIBLEto ensure efficient service at Bayalpata & Charikot hospitalsPCNEW YORK, NY, US$600,000
Paid GrantTHE CHILDRENS HEALTH FUNDNew York Flagship ProgramPCNEW YORK, NY, US$400,000
Paid GrantTHE WATER TRUST INCFrom pilot to scale: healthy, resilient communities in rural Uganda ProjectPCNEW YORK, NY, US$300,000
Paid GrantPARTNERS IN HEALTH A NONPROFIT CORPORATIONto enable Zanmi Beni to continue providing around the clock care for 64 vulnerable children, including primary and mental healthcare, physical therapy, education and social servicesPCFREDERICK, MD, US$200,000
Paid GrantLITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERMaternal Outreach ProgramPCNEW YORK, NY, US$180,000
Paid GrantUNDER 21Covenant House NY Wellness Center, Therapeutic Services and Training ProgramPCNEW YORK, NY, US$160,000
Paid GrantMUSO INCScaling Proactive Care to Rural Mali with an Embedded RCT ProgramPCSAN FRANCISCO, CA, US$150,000
Paid GrantNORTHSIDE CENTER FOR CHILD DEVELOPMENT INCTele-psychiatry ProgramPCNEW YORK, NY, US$150,000
Paid GrantMOTT HAVEN ACADEMY CHARTER SCHOOLDevelopment of Health program for middle schoolers, PNP Support and Digitalization of medical records ProjectPCBRONX, NY, US$145,000
Paid GrantLAST MILE HEALTHCommunity Health Assistants in Liberia projectPCBOSTON, MA, US$100,000
Paid GrantLIVING GOODSPioneering Innovative Financing Strategies to Reduce Child Mortality and Attract Long-Term Financing for Community HealthPCSAN FRANCISCO, CA, US$100,000
Paid GrantMEDIC MOBILE INCSupporting a Path to Scale: Government Adoption of Mobile Health in Nepal ProjectPCSAN FRANCISCO, CA, US$100,000
Paid GrantVILLAGE HEALTH WORKSLife-Saving Access to Blood Transfusions in Kigutu, Burundi ProjectPCNEW YORK, NY, US$100,000
Paid GrantLWALA COMMUNITY ALLIANCE INCStrengthening Migori County's health system (Kenya) for one million people ProjectPCNASHVILLE, TN, US$80,000
Paid GrantIVUMEDBuilding Sustainable Access to Surgical Care for Children Wordwide projectPCSALT LAKE CITY, UT, US$75,000
Paid GrantST BONIFACE HAITI FOUNDATION INCExpanding Access to Life-Saving Care for Vulnerable Children in Southern Haiti at St. Boniface Hospital and the Villa ClinicPCNEWTON UPPER FALLS, MA, US$75,000
Paid GrantCOALITION FOR THE HOMELESS INCto Support the Child Advocate ProgramPCNEW YORK, NY, US$70,000
Paid GrantJACARANDA HEALTHPrenatal and Postpartum group classes for Mothers programPCSAN FRANCISCO, CA, US$50,000
Paid GrantLITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERCharitable EventPCNEW YORK, NY, US$50,000
Paid GrantMANY HOPES INCHealthy Children at Home and School in Kenya ProjectPCTEATICKET, MA, US$50,000
Paid GrantMIFAN MAMAExpenditure Responsibility GrantNCQINGPU DISTRICT, SHANGHAI, CH$50,000
Paid GrantRESEAU DES ENTREPRENEURS SOLIDAIRESExpenditure Responsibility GrantNCMIES, SZ$50,000
Paid GrantSUSTAINABLE HEALTH ENTERPRISES INCSHE28 ProgramPCNEW YORK, NY, US$50,000
Paid GrantFAMILY CENTER INC2017 Harvest Ball Scholarship fundPCBROOKLYN, NY, US$25,000
Filing and Contact Details

Filer

Filer Name
The Deerfield Partnership Foundation
EIN
05-0618950
In Care Of
% Deerfield Management Company
Phone
2125511600
Address
780 third avenue 37th floor, New York, NY 10017

Signing Officer

Name
Jim Zenker
Title
vice president
Phone
2125511600
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 1,089 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm0Bryan Sendrowski
CompensationExplanation/CompensationExplanationGrp/PersonNm1sumner anderson
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0* removed from foundation in 2017
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1* removed from foundation in 2017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0LA CHAINE DE L'ESPOIR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1RESEAU DES ENTREPRENEURS SOLIDAIRES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2SHANGHAI SOONG CHING LING FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3RESEAU DES ENTREPRENEURS SOLIDAIRES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4FONDATION TERRE DES HOMMES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5LA CHAINE DE L'ESPOIR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6MIFAN MAMA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8RESEAU DES ENTREPRENEURS SOLIDAIRES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt005/18/2016 and 09/04/2017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt15/23/16, 7/11/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt25/24/16 AND 7/19/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt307/11/2017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt47/10/18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt509/04/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt608/29/2017, 10/3/18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt710/3/18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8expected in 2018
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt075000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt149200
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt275000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt350000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt575000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt3CHEMIN DU JARA 3
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt4AVENUE DE MONTCHOISI 15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt596 RUE DIDOT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt61533 HUQINGPING ROAD HOUSE NO 28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt71533 HUQINGPING ROAD HOUSE NO 28
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt075000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02015-08-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12015-08-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22015-12-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32016-07-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42016-07-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52016-07-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62016-08-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72017-12-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82017-12-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT THE OPEN HEART SURGERY PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO PROVIDE MEDICAL SUPPORT TO PEOPLE IN NEED ACROSS MADAGASCAR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO SUPPORT CHILD HEALTH IMPROVEMENT RESEARCH PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3TO PROVIDE MEDICAL SUPPORT TO PEOPLE IN NEED ACROSS MADAGASCAR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4IMPROVEMENT OF URBAN HEALTH ACCESS FOR MOTHERS AND CHILDREN IN MAURITANIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5TO SUPPORT THE OPEN HEART SURGERY PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO SUPPORT THE COMMUNITY HEALTH NURSE PROJECT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7To support the Enhanced Outreach eye care project
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO PROVIDE MEDICAL SUPPORT TO PEOPLE IN NEED ACROSS madagascar
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0NONE NECESSARY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1none necessary
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2none necessary
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3NONE NECESSARY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4NONE NECESSARY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5NONE NECESSARY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6NONE NECESSARY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7none necessary
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8none necessary
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03874331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1954984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2900978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32557584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DEERFIELD EMPLOYEES DP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DEERFIELD EMPLOYEES DSS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DEERFIELD MGMT III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DEERFIELD MGMT IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DEERFIELD MGMT LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11037137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21340855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42494932
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03310000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01860561
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0140961
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04801
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0191396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0809594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0809575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03343703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0157693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03557932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03496555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05418493
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt053119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12629041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt053119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0140961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02682160
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01860561
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010826718
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08966157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010826718
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0244377
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0244377
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0244377
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0311154
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt066777
IRS990PF/DistributableAmountGrp/TotalTaxAmt066777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01391
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0269
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt056734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt011703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt066777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01391
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt066777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt066777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt068437
IRS990PF/FMVAssetsEOYAmt012208319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt028899
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06668492
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08287877
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09669478
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08966157
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010826718
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02268766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02538841
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02538841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08966157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010826718
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012208319
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08966157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010826718
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08966157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010826718
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06317855
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02450124
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt094768
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03867731
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0311154
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06223087
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06317855
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt131.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt141.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt151.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexis Caze
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Libin Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3James Flynn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Howie Furst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jonathan Isler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Jonathan Leff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Christine Livoti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Dina Lucchesi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Allison Miyake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Shannon Plumstead
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Bryan Sendrowski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Paul Takats
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13Charlotte Williamson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14Jim Zenker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15sumner anderson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14VP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2New York
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm13New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm14New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm15new york
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd15NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd710017
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd910017
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1310017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1410017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1510017
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,826,718
Liabilities
$0
Net assets
$10,826,718
Revenue
$5,418,493
Expenses
$3,557,932
Net income
$1,860,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$16.0$1.81$14.2
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$5.92$6.91$0.98
2022Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$6.37$6.66$0.29
2021Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$8.28$4.57$3.71
2020Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$5.66$4.86$0.80
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.99$3.72$0.73
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$5.42$3.56$1.86
2016Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$3.61$3.66$0.05
2015Summary only. Only limited summary data is available for this year.$9.01$0.00$5.81$4.01$1.80
2014Summary only. Only limited summary data is available for this year.$9.04$0.00$6.08$3.72$2.36
2013Summary only. Only limited summary data is available for this year.$5.00$0.00$3.03$2.69$0.34
2012Summary only. Only limited summary data is available for this year.$3.86$0.00$4.79$2.72$2.07
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$3.26$2.11$1.15