Civic Intelligence

Saul and Marion Kleinkramer Foundation

990PF • Fiscal year 2021 • EIN 11-3336273

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
1271 Avenue Of The Americas 42nd FNew York, NY 10020-1401

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

84%

Higher net margin than 88% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-68%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$4,636,041

Up $869,849 (+23%) from 2020

Net Assets

Up

$4,636,041

Up $869,849 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Down

$1,030,410

Down $2,181,304 (-68%) from 2020

Expenses

Down

$160,465

Down $33,193 (-17%) from 2020

Net Income

Down

$869,945

Down $2,148,111 (-71%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $726,329Liabilities 2011: $02011Assets 2012: $722,733Liabilities 2012: $0Net Assets 2012: $722,7332012Assets 2013: $723,075Liabilities 2013: $0Net Assets 2013: $723,0752013Assets 2014: $746,851Liabilities 2014: $0Net Assets 2014: $746,8512014Assets 2015: $726,687Liabilities 2015: $0Net Assets 2015: $726,6872015Assets 2016: $703,218Liabilities 2016: $0Net Assets 2016: $703,2182016Assets 2017: $712,954Liabilities 2017: $0Net Assets 2017: $712,9542017Assets 2018: $702,456Liabilities 2018: $0Net Assets 2018: $702,4562018Assets 2019: $714,599Liabilities 2019: $0Net Assets 2019: $714,5992019Assets 2020: $3,766,192Liabilities 2020: $0Net Assets 2020: $3,766,1922020Assets 2021: $4,636,041Liabilities 2021: $0Net Assets 2021: $4,636,0412021Assets 2022: $4,431,983Liabilities 2022: $0Net Assets 2022: $4,431,9832022Assets 2023: $4,352,353Liabilities 2023: $0Net Assets 2023: $4,352,3532023Assets 2024: $2,196,732Liabilities 2024: $0Net Assets 2024: $2,196,7322024

Highlighted filing

2021

Assets$4,636,041
Liabilities$0
Net Assets$4,636,041
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $35,191Expenses 2011: $16,112Net Income 2011: $19,0792011Expenses 2012: $20,5782012Revenue 2013: $15,293Expenses 2013: $14,951Net Income 2013: $3422013Revenue 2014: $39,926Expenses 2014: $16,152Net Income 2014: $23,7742014Revenue 2015: $19,782Expenses 2015: $39,946Net Income 2015: -$20,1642015Revenue 2016: $14,831Expenses 2016: $38,300Net Income 2016: -$23,4692016Revenue 2017: $49,389Expenses 2017: $39,653Net Income 2017: $9,7362017Revenue 2018: $40,628Expenses 2018: $51,126Net Income 2018: -$10,4982018Revenue 2019: $63,062Expenses 2019: $50,919Net Income 2019: $12,1432019Revenue 2020: $3,211,714Expenses 2020: $193,658Net Income 2020: $3,018,0562020Revenue 2021: $1,030,410Expenses 2021: $160,465Net Income 2021: $869,9452021Revenue 2022: $38,206Expenses 2022: $244,264Net Income 2022: -$206,0582022Revenue 2023: $154,942Expenses 2023: $234,597Net Income 2023: -$79,6552023Revenue 2024: $191,217Expenses 2024: $2,346,807Net Income 2024: -$2,155,5902024

Highlighted filing

2021

Revenue$1,030,410
Expenses$160,465
Net Income$869,945
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA L BRUSCHIPresident-$0--
LAUREN GULEYVP, Secretary & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Saul & Marion Kleinkramer Foundation
EIN
11-3336273
Phone
5165089623
Address
1271 AVENUE OF THE AMERICAS 42ND F, NEW YORK, NY 10020-1401

Signing Officer

Name
Sandra Bruschi
Title
President
Phone
5165089623
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
1225 FRANKLIN AVENUE SUITE 500, GARDEN CITY, NY 11530
Preparer
Julia Lager
Phone
5165089623
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6135.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6219.00 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63260.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6412.00 ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6530.00 ASPEN TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66175.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6718.00 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6818.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6995.00 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70120.00 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7115.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7220.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73110487.66 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7425.00 AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7555.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7620.00 JONES LANG LASALLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7736529.65 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7880.00 AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7935.00 AMERICAN WATER WORKS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt058.00 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt054503
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0176907
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0231410
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0231410
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0176907
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0799000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0869945
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0463123
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0176907
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0227456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05883
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0152211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0160465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0231410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01030410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02211
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03954
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0259679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2173630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2173630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0255012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2173630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0176907
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0869945
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt096
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04636137
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03766192
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04636041
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0244459
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0244459
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0244459
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0247621
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03162
IRS990PF/DistributableAmountGrp/TotalTaxAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01008
IRS990PF/FMVAssetsEOYAmt05409979
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt081
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt081
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt081
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03766192
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04636041
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01112534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01178465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01126065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02618638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03327918
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04152489
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015198
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016965
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023420
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0114379
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0114379
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03766192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04636041
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05409979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03766192
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04636041
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03766192
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04636041
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05027830
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0153885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04873945
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt075417
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0247621
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04952413
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05027830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA L BRUSCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAUREN GULEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, SECRETARY & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BESSEMER TRUST CO 1271 AVE OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BESSEMER TRUST CO 1271 AVE OF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK

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Filings

Displayed year

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

Open filing
Assets
$4,636,041
Liabilities
$0
Net assets
$4,636,041
Revenue
$1,030,410
Expenses
$160,465
Net income
$869,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19$2.35$2.16
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.15$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.04$0.24$0.21
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$1.03$0.16$0.87
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$3.21$0.19$3.02
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.01$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.02$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02
2011Summary only. Only limited summary data is available for this year.$0.73$0.00$0.04$0.02$0.02