The David Joseph Foundation

990PF • Fiscal year 2017 • EIN 06-1565092

Nov 01, 2016 to Oct 31, 2017 • Filed on Mar 05, 2018

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.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

11%

Higher net margin than 59% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

4.2%

Faster asset growth than 65% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

375%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets90th percentile

Assets

$326,470

Up $13,037 (+4.2%) from 2016

Net Assets

$326,470

Up $13,037 (+4.2%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue90th percentile Net Margin59th percentile

Revenue

$38,782

Up $30,612 (+375%) from 2016

Expenses

$34,447

Up $13,670 (+66%) from 2016

Net Income

$4,335

Up $16,942 (+134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2017

Assets$326,470

Liabilities$0

Net Assets$326,470

Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2017

Revenue$38,782

Expenses$34,447

Net Income$4,335

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2016 to Oct 31, 2017
Signed: Mar 5, 2018
Return Version: 2016v3.0

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: 2018-03-05

Preparer

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

Raw XML Appendix239 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	BEN EPSTEIN CPA TAXES
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	20455
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	1792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	323242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	332471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	AS PER WELLS FARGO INVESTMENT STATEMENT
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	1792
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	8516
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	170
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	341590
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	8142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	307198
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	332471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	326470
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	4525
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	313433
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	341590
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	313433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	326470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	313433
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	326470
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	85
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	25209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.018439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.000000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	85
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	0
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7189516619
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	AARON GERTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	30167
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
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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	30167
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	25687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	20886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	20886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	25687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	25687
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	46573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	46573
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PER WELLS FARGO STATEMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	8702
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	CAPITAL GAIN DISTRIBUTION
TaxesSchedule/TaxesDetail/Amt	0	293
TaxesSchedule/TaxesDetail/Amt	1	89
TaxesSchedule/TaxesDetail/Amt	2	2872
TaxesSchedule/TaxesDetail/Amt	3	50
TaxesSchedule/TaxesDetail/Amt	4	76
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	ADVISORY FEES
TaxesSchedule/TaxesDetail/CategoryTxt	3	BANK CHARGES
TaxesSchedule/TaxesDetail/CategoryTxt	4	MISCELLANOUS
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AARON GERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7189516619
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-03-05
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D75D430CBEB073A73652524308EE92159F3593F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	96.56.118.122
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-09-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	10:01:55
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	2018-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BEN EPSTEIN CPA
ReturnHeader/ReturnTs	0	2018-09-03T10:01:55-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-11-01
ReturnHeader/TaxPeriodEndDt	0	2017-10-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $326,470
Liabilities: $0
Net assets: $326,470
Revenue: $38,782
Expenses: $34,447
Net income: $4,335

	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