Civic Intelligence

Diane Goldberg Foundation

990PF • Fiscal year 2017 • EIN 11-3092291

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 02, 2018

1161 Meadowbrook RoadNorth Merrick, NY 11566-1132

(516) 292-1330

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,341,211

Up $276,422 (+13%) from 2016

Net Assets

Up

$2,341,211

Up $276,422 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$97,213

Up $19,741 (+25%) from 2016

Expenses

Down

$112,755

Down $42,558 (-27%) from 2016

Net Income

Up

-$15,542

Up $62,299 (+80%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,835,667Liabilities 2011: $02011Assets 2012: $1,797,692Liabilities 2012: $02012Assets 2013: $1,828,840Liabilities 2013: $0Net Assets 2013: $1,828,8402013Assets 2014: $2,000,569Liabilities 2014: $0Net Assets 2014: $2,000,5692014Assets 2015: $2,053,471Liabilities 2015: $0Net Assets 2015: $2,053,4712015Assets 2016: $2,064,789Liabilities 2016: $0Net Assets 2016: $2,064,7892016Assets 2017: $2,341,211Liabilities 2017: $0Net Assets 2017: $2,341,2112017Assets 2018: $2,360,855Liabilities 2018: $0Net Assets 2018: $2,360,8552018Assets 2019: $2,474,527Liabilities 2019: $0Net Assets 2019: $2,474,5272019Assets 2020: $2,629,870Liabilities 2020: $0Net Assets 2020: $2,629,8702020Assets 2021: $2,866,940Liabilities 2021: $0Net Assets 2021: $2,866,9402021Assets 2022: $2,985,889Liabilities 2022: $0Net Assets 2022: $2,985,8892022Assets 2023: $3,046,436Liabilities 2023: $0Net Assets 2023: $3,046,4362023Assets 2024: $3,118,205Liabilities 2024: $0Net Assets 2024: $3,118,2052024

Highlighted filing

2017

Assets$2,341,211
Liabilities$0
Net Assets$2,341,211

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $59,287Expenses 2011: $110,944Net Income 2011: -$51,6572011Revenue 2012: $66,306Expenses 2012: $168,508Net Income 2012: -$102,2022012Revenue 2013: $59,085Expenses 2013: $130,488Net Income 2013: -$71,4032013Revenue 2014: $77,549Expenses 2014: $87,480Net Income 2014: -$9,9312014Revenue 2015: $85,691Expenses 2015: $121,749Net Income 2015: -$36,0582015Revenue 2016: $77,472Expenses 2016: $155,313Net Income 2016: -$77,8412016Revenue 2017: $97,213Expenses 2017: $112,755Net Income 2017: -$15,5422017Revenue 2018: $90,721Expenses 2018: $276,380Net Income 2018: -$185,6592018Revenue 2019: $119,209Expenses 2019: $118,872Net Income 2019: $3372019Revenue 2020: $126,374Expenses 2020: $287,706Net Income 2020: -$161,3322020Revenue 2021: $414,651Expenses 2021: $177,581Net Income 2021: $237,0702021Revenue 2022: $454,332Expenses 2022: $335,382Net Income 2022: $118,9502022Revenue 2023: $268,973Expenses 2023: $208,426Net Income 2023: $60,5472023Revenue 2024: $316,525Expenses 2024: $244,756Net Income 2024: $71,7692024

Highlighted filing

2017

Revenue$97,213
Expenses$112,755
Net Income-$15,542
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT GOLDBERGDirector-$0--
ROBIN GOLDBERGDirector-$0--
GERALD MORGANSTERNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Diane Goldberg Foundation
EIN
11-3092291
Phone
5162921330
Address
1161 MEADOWBROOK ROAD, NORTH MERRICK, NY 11566-1132

Signing Officer

Name
Robert Goldberg
Title
President
Phone
5162921330
Signed
2018-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Putterman & Rothschild CPA
Address
230 Hilton Avenue Ste 222, Hempstead, NY 11550
Preparer
Jerome B Rothschild
Phone
5164818766
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0173200
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03464002
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03516753
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT GOLDBERG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GERALD MORGANSTERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11161 MEADOWBROOK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21161 MEADOWBROOK ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTH MERRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORTH MERRICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111566
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0154110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0156294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0144502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0111126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt079874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0120562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0160152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.025978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073318
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03464002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03146441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03154685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03074737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02870851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02184348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0102813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222443
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0102813
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt021813
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt081000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0102813
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01161 MEADOWBROOK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH MERRICK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011566
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DIANE GOLDBERG FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05162921330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0280000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0DIANE GOLDBERGMIND II LABORATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0615 WEST 131ST Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0100277922
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt080000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DIANE GOLDBERGLABORATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OUT OF DARKNESSPROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN FOUNDATION FOR SUICIDE PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0615 WEST 131ST Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0100277922
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0280000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0102813
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011967
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011967
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102813
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011967
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054051
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-237379
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-237379
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-237379
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN REAL ESTATE PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT IN REAL ESTATE PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN REAL ESTATE PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-224020
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-224020
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-224020
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0576244
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1576244
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2576244
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121813
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt033750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 #11-2967289
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt033750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0152991
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1143973
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET CAPITAL GAIN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TRANSFERS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0192
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0192
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.32$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.45$0.34$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.41$0.18$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.13$0.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.09$0.28$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.10$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.08$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.13$0.07
2012Summary only. Only limited summary data is available for this year.$1.80$0.00$0.07$0.17$0.10
2011Summary only. Only limited summary data is available for this year.$1.84$0.00$0.06$0.11$0.05