The David Joseph Foundation

990PF • Fiscal year 2016 • EIN 06-1565092

Nov 01, 2015 to Oct 31, 2016 • Filed on Mar 02, 2017

Organization Profile

1401 Ocean AveBrooklyn, NY 11230

(718) 951-6619

Siviq Scores

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

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

-154%

Higher net margin than 21% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

-0.9%

Faster asset growth than 52% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

-75%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets90th percentile

Assets

Down

$313,433

Down $2,865 (-0.9%) from 2015

Net Assets

$313,433

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue90th percentile Net Margin21st percentile

Revenue

Down

$8,170

Down $24,187 (-75%) from 2015

Expenses

Down

$20,777

Down $11,484 (-36%) from 2015

Net Income

Down

-$12,607

Down $12,703 (-13232%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2016

Assets$313,433

Liabilities$0

Net Assets$313,433

Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2016

Revenue$8,170

Expenses$20,777

Net Income-$12,607

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2015 to Oct 31, 2016
Signed: Mar 2, 2017
Return Version: 2015v3.0

Compensation and Service Providers

Top Officer Pay91st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
AARON GERTZ	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The David Joseph Foundation
EIN: 06-1565092
Phone: 7189516619
Address: 1401 OCEAN AVE, BROOKLYN, NY 11230

Signing Officer

Name: Aaron Gertz
Title: Trustee
Phone: 7189516619
Signed: 2017-03-02

Preparer

Firm: Ben Epstein and Associates
Address: 1455 E 15TH ST, BROOKLYN, NY 11230
Preparer: Ben Epstein CPA
Phone: 7183369502

Raw XML Appendix284 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	900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	BEN EPSTEIN CPA TAXES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	5	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	6	PER WELLS FARGO STATEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	7955
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	1699
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	6973
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	6480
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	4	8255
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	7508
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	1500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	3554
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	3854
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	3480
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-447
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-199
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-3419
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	-2626
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	-4775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	307198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	329594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	AS PER WELLS FARGO INVESTMENT STATEMENT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	9551
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-11466
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	9551
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-1915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	9636
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	16771
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	10000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	9551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	9551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	9551
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-12607
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	19896
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-11466
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	9636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	82
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	82
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	82
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	3106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	9636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	20777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	9636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	8170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	4006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2015-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2015-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	3231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-57
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	2734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PER WELLS FARGO STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PER WELLS FARGO STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2016-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-554
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-554
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-12607
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	9742
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	313433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	316298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	313433
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	193
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	335829
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	5471
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	1710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	1710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	298805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	307198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	329594
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	316298
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	313433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	12022
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	316298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	313433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	335829
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	316298
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	313433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	316298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	313433
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	AARON GERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	BROOKLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	11210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	96
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	25209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	12717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.028125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.073755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.000000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	96
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	341795
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.112498
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MR GERTZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	11230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7189516619
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	AARON GERTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	16771
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	TAXEXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	11230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	16771
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	25687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	20886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	12717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	12717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	46573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	20886
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	59290
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	59290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	82
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PER WELLS FARGO STATEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	82
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	82
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	9742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	CAPITAL GAIN DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt	0	257
TaxesSchedule/TaxesDetail/Amt	1	118
TaxesSchedule/TaxesDetail/Amt	2	2731
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	ADVISORY FEES
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AARON GERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7189516619
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE DAVID JOSEPH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	061565092
ReturnHeader/Filer/PhoneNum	0	7189516619
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1401 OCEAN AVE
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BEN EPSTEIN AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1455 E 15TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11230
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7183369502
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BEN EPSTEIN CPA
ReturnHeader/ReturnTs	0	2017-06-05T12:22:14-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-11-01
ReturnHeader/TaxPeriodEndDt	0	2016-10-31
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $313,433
Liabilities: $0
Net assets: $313,433
Revenue: $8,170
Expenses: $20,777
Net income: -$12,607

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.96	$0.00	$2.96	$0.08	$0.17	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90	$0.16	$0.24	$0.09
2022Detailed filing. Detailed filing data is available for this year.	$2.89	$0.00	$2.89	$0.08	$0.24	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$2.94	$0.00	$2.94	$0.18	$0.41	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$3.58	$0.00	$3.58	$0.45	$0.35	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$3.56	$0.00	$3.56	$0.40	$0.28	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$3.44	$0.00	$3.44	$0.48	$0.30	$0.17
2017Detailed filing. Detailed filing data is available for this year.	$3.26	$0.00	$3.26	$0.39	$0.34	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.08	$0.21	$0.13
2015Summary only. Only limited summary data is available for this year.	$3.16	$0.00		$0.32	$0.32	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$3.01	$0.00	$3.01	$0.00	$0.07	$0.07
2013Summary only. Only limited summary data is available for this year.	$3.08	$0.00		$0.52	$0.29	$0.23
2012Summary only. Only limited summary data is available for this year.	$2.85	$0.00		$0.15	$0.23	$0.08
2011Summary only. Only limited summary data is available for this year.	$2.92	$0.00		$0.13	$0.15	$0.02