Civic Intelligence

R Z H Foundation

990PF • Fiscal year 2021 • EIN 11-3242489

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
PO Box 882 Bowling Green StationNew York, NY 10274

(212) 972-3600

Siviq Scores

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

Liabilities / Assets

74th percentile

0.02x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.18x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Net Margin

74th percentile

79%

Higher net margin than 74% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2021 filings • NTEE T • $50M-$100M nonprofits • Source year 2021

Asset Growth

46th percentile

9.7%

Faster asset growth than 46% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

37%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$88,476,880

Up $7,799,212 (+9.7%) from 2020

Net Assets

Up

$86,974,106

Up $6,296,438 (+7.8%) from 2020

Liabilities

Up

$1,502,774

Up $1,502,774 from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin74th percentile

Revenue

Up

$8,271,311

Up $2,222,672 (+37%) from 2020

Expenses

Down

$1,761,806

Down $3,730,999 (-68%) from 2020

Net Income

Up

$6,509,505

Up $5,953,671 (+1071%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$100M$50M$0Assets 2010: $23,307,998Liabilities 2010: $231,238Net Assets 2010: $23,076,7602010Assets 2011: $30,283,049Liabilities 2011: $0Net Assets 2011: $30,283,0492011Assets 2012: $40,071,690Liabilities 2012: $0Net Assets 2012: $40,071,6902012Assets 2013: $58,440,143Liabilities 2013: $0Net Assets 2013: $58,440,1432013Assets 2014: $70,352,767Liabilities 2014: $0Net Assets 2014: $70,352,7672014Assets 2015: $78,202,232Liabilities 2015: $0Net Assets 2015: $78,202,2322015Assets 2016: $87,112,041Liabilities 2016: $0Net Assets 2016: $87,112,0412016Assets 2017: $85,067,010Liabilities 2017: $0Net Assets 2017: $85,067,0102017Assets 2018: $85,031,588Liabilities 2018: $0Net Assets 2018: $85,031,5882018Assets 2019: $82,471,436Liabilities 2019: $0Net Assets 2019: $82,471,4362019Assets 2020: $80,677,668Liabilities 2020: $0Net Assets 2020: $80,677,6682020Assets 2021: $88,476,880Liabilities 2021: $1,502,774Net Assets 2021: $86,974,1062021Assets 2022: $86,603,808Liabilities 2022: $0Net Assets 2022: $86,603,8082022Assets 2023: $88,098,374Liabilities 2023: $0Net Assets 2023: $88,098,3742023Assets 2024: $88,875,805Liabilities 2024: $0Net Assets 2024: $88,875,8052024

Highlighted filing

2021

Assets$88,476,880
Liabilities$1,502,774
Net Assets$86,974,106
Open 2021 Filing

Operations Trend

Revenue Growth46th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $1,696,8052010Expenses 2011: $1,850,6222011Expenses 2012: $2,567,8782012Revenue 2013: $21,875,566Expenses 2013: $4,040,314Net Income 2013: $17,835,2522013Revenue 2014: $17,400,333Expenses 2014: $4,860,987Net Income 2014: $12,539,3462014Revenue 2015: $14,677,049Expenses 2015: $6,780,507Net Income 2015: $7,896,5422015Revenue 2016: $12,023,873Expenses 2016: $4,753,626Net Income 2016: $7,270,2472016Revenue 2017: $12,726,311Expenses 2017: $5,839,729Net Income 2017: $6,886,5822017Revenue 2018: $7,278,105Expenses 2018: $7,404,220Net Income 2018: -$126,1152018Revenue 2019: $3,484,381Expenses 2019: $5,931,909Net Income 2019: -$2,447,5282019Revenue 2020: $6,048,639Expenses 2020: $5,492,805Net Income 2020: $555,8342020Revenue 2021: $8,271,311Expenses 2021: $1,761,806Net Income 2021: $6,509,5052021Revenue 2022: $3,942,424Expenses 2022: $5,622,115Net Income 2022: -$1,679,6912022Revenue 2023: $5,622,361Expenses 2023: $6,432,644Net Income 2023: -$810,2832023Revenue 2024: $6,781,519Expenses 2024: $8,672,068Net Income 2024: -$1,890,5492024

Highlighted filing

2021

Revenue$8,271,311
Expenses$1,761,806
Net Income$6,509,505
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH HERZKATrustee-$0--
JUDY HERZKATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rzh Foundation
EIN
11-3242489
Phone
2129723600
Address
PO BOX 882 BOWLING GREEN STATION, NEW YORK, NY 10274

Signing Officer

Name
Ralph Herzka
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
M Friedman CPA
Address
18 HEYWARD ST 5TH FL, BROOKLYN, NY 11249
Preparer
Michael Friedman CPA
Phone
7188529200
Raw XML Appendix306 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NEW YORK HURRICANE IDA #DR-4615
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0514366
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01321029
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt033041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt0494961
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NET K-1 INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt04465654
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06829051
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06829051
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01321029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01014172
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01014172
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01442260
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0514366
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0514366
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0514366
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06509505
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04079784
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt033041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033041
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01321029
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06081417
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0109415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04960615
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04960615
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0656822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01014172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01761806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06829051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08271311
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0747634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0747634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01286963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11471792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0109415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11081711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2129903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0109415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11081711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2129903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01396378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12553503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2129903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GAIN ON INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01321029
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0109415
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06509505
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02909859
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02696792
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt089883965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080677668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086974106
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05247675
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05247675
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05247675
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05332207
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt084532
IRS990PF/DistributableAmountGrp/TotalTaxAmt084532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt065036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt084532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt084532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt084532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt020592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt065036
IRS990PF/FMVAssetsEOYAmt0108659944
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01630376
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01412729
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01412729
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010712530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012649249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021528850
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt080677668
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt086974106
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05021616
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt056516072
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt066616599
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt077920062
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01502774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06797074
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07798303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07798303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080677668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt088476880
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0108659944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01502774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080677668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt088476880
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080677668
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086974106
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0108268153
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08819241
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01624022
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt099448912
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05332207
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0106644131
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0108268153
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RALPH HERZKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY HERZKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03420 BEDFORD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13420 BEDFORD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKLYN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111210
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01014172
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01014172
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt01 BATTERY PARK PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RALPH HERZKACO MERIDIAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126120252
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01014172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL INSTITUTIONS AND SOCIAL SERVICE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 422 BOWLING GREEN STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010274
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01014172
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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05247675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03440381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0385692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0303402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01842162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0909125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03440381
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01014172
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03440381
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0793122
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BATTERY 2020 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O MERIDIAN 1 BATTERY PLAZA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01442260
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt086616
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12823243
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt27519
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3472737
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4127538
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt519280
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6119020
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt27519
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4127538
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt519280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6119020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3472737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4127538
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt519280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6119020
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Investment Income
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1494961
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1494961
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0L & E
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01502774
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH HERZKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RZH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RZHF
ReturnHeader/Filer/EIN0113242489
ReturnHeader/Filer/PhoneNum02129723600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 882 BOWLING GREEN STATION
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010274
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113108982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M FRIEDMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 HEYWARD ST 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011249
ReturnHeader/PreparerPersonGrp/PhoneNum07188529200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FRIEDMAN CPA
ReturnHeader/ReturnTs02022-11-15T12:59:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERZKA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,476,880
Liabilities
$1,502,774
Net assets
$86,974,106
Revenue
$8,271,311
Expenses
$1,761,806
Net income
$6,509,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.9$0.00$88.9$6.78$8.67$1.89
2023Detailed filing. Detailed filing data is available for this year.$88.1$0.00$88.1$5.62$6.43$0.81
2022Detailed filing. Detailed filing data is available for this year.$86.6$0.00$86.6$3.94$5.62$1.68
2021Detailed filing. Detailed filing data is available for this year.$88.5$1.50$87.0$8.27$1.76$6.51
2020Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$6.05$5.49$0.56
2019Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$3.48$5.93$2.45
2018Detailed filing. Detailed filing data is available for this year.$85.0$0.00$85.0$7.28$7.40$0.13
2017Detailed filing. Detailed filing data is available for this year.$85.1$0.00$85.1$12.7$5.84$6.89
2016Detailed filing. Detailed filing data is available for this year.$87.1$0.00$87.1$12.0$4.75$7.27
2015Detailed filing. Detailed filing data is available for this year.$78.2$0.00$78.2$14.7$6.78$7.90
2014Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$17.4$4.86$12.5
2013Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$21.9$4.04$17.8
2012Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$2.57
2011Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$1.85
2010Detailed filing. Detailed filing data is available for this year.$23.3$0.23$23.1$1.70