Civic Intelligence

Philene Foundation

990PF • Fiscal year 2015 • EIN 11-3520681

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profile
C/O Julie Herzig 170 East 93rd StNew York, NY 10128

(212) 722-6767

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-113%

Higher net margin than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,829,458

Down $47,170 (-2.5%) from 2014

Net Assets

Down

$1,829,458

Down $47,170 (-2.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin6th percentile

Revenue

Down

$41,771

Down $51,814 (-55%) from 2014

Expenses

Down

$88,941

Down $17,064 (-16%) from 2014

Net Income

Down

-$47,170

Down $34,750 (-280%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,122,258Liabilities 2010: $0Net Assets 2010: $2,122,2582010Assets 2011: $1,998,891Liabilities 2011: $0Net Assets 2011: $1,998,8912011Assets 2012: $1,849,382Liabilities 2012: $0Net Assets 2012: $1,849,3822012Assets 2013: $1,889,048Liabilities 2013: $0Net Assets 2013: $1,889,0482013Assets 2014: $1,876,628Liabilities 2014: $0Net Assets 2014: $1,876,6282014Assets 2015: $1,829,458Liabilities 2015: $0Net Assets 2015: $1,829,4582015Assets 2016: $1,815,972Liabilities 2016: $0Net Assets 2016: $1,815,9722016Assets 2017: $1,747,083Liabilities 2017: $0Net Assets 2017: $1,747,0832017Assets 2018: $1,646,760Liabilities 2018: $0Net Assets 2018: $1,646,7602018Assets 2019: $1,601,017Liabilities 2019: $0Net Assets 2019: $1,601,0172019Assets 2020: $1,493,854Liabilities 2020: $0Net Assets 2020: $1,493,8542020Assets 2021: $1,416,728Liabilities 2021: $0Net Assets 2021: $1,416,7282021Assets 2022: $1,350,766Liabilities 2022: $24,519Net Assets 2022: $1,326,2472022Assets 2023: $1,320,249Liabilities 2023: $0Net Assets 2023: $1,320,2492023Assets 2024: $1,179,063Liabilities 2024: $0Net Assets 2024: $1,179,0632024

Highlighted filing

2015

Assets$1,829,458
Liabilities$0
Net Assets$1,829,458
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $124,2942010Expenses 2011: $96,1032011Expenses 2012: $98,4702012Revenue 2013: $116,985Expenses 2013: $77,319Net Income 2013: $39,6662013Revenue 2014: $93,585Expenses 2014: $106,005Net Income 2014: -$12,4202014Revenue 2015: $41,771Expenses 2015: $88,941Net Income 2015: -$47,1702015Revenue 2016: $70,837Expenses 2016: $84,323Net Income 2016: -$13,4862016Revenue 2017: $27,998Expenses 2017: $95,254Net Income 2017: -$67,2562017Revenue 2018: -$11,375Expenses 2018: $87,234Net Income 2018: -$98,6092018Revenue 2019: $23,883Expenses 2019: $69,626Net Income 2019: -$45,7432019Revenue 2020: $4,200Expenses 2020: $111,363Net Income 2020: -$107,1632020Revenue 2021: $42,018Expenses 2021: $119,144Net Income 2021: -$77,1262021Revenue 2022: $51,963Expenses 2022: $142,444Net Income 2022: -$90,4812022Revenue 2023: $53,938Expenses 2023: $59,936Net Income 2023: -$5,9982023Revenue 2024: $49,001Expenses 2024: $190,187Net Income 2024: -$141,1862024

Highlighted filing

2015

Revenue$41,771
Expenses$88,941
Net Income-$47,170
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE E HERZIGTrustee-$0--
HELENE HERZIGTrustee-$0--
LYDIA LANDESBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Philene Foundation
EIN
11-3520681
Phone
2127226767
Address
C/O JULIE HERZIG 170 EAST 93RD ST, NEW YORK, NY 10128

Signing Officer

Name
Julie Herzig
Title
Trustee
Phone
2127226767
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Raines & Fischer Llp
Address
555 FIFTH AVENUE 9TH FLOOR, NEW YORK, NY 10017
Preparer
William L Fischer
Phone
2129539200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1618308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt176893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0130979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt420133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt532986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt658758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt856675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9136774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1121806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1228004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1434254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1591740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1647798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01500 SHS KRAFT FOODS GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11000 SHS NEWMONT MINING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22000 SHS NEWMONT MINING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000 SHS TRANSCANADA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SHS TRANSCANADA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5500 SHS QUALCOMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63000 SHS NVIDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71000 SHS TRANSOCEAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82000 SHS INTEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92000 SHS TEVA PHARMACEUTICALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc106000 SHS GASFRAC ENERGY SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111000 SHS FIDELITY NATIONAL FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121500 SHS TERRAFORM POWER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131500 SHS QUANTA SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14500 SHS QUANTA SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152500 SHS 8POINT3 ENERGY PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162000 SHS PLUM CREEK TIMBER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171000 SHS QUALCOMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FRACTIONAL SHS - SPDR GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02444
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47170
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01829458
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01876628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01829458
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt094399
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt094399
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt094399
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095218
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0819
IRS990PF/DistributableAmountGrp/TotalTaxAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01980
IRS990PF/FMVAssetsEOYAmt01826440
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047660
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt097618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01442743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0996540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0996238
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01876628
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01829458
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135837
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0557888
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0557888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01876628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01829458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01826440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01876628
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01829458
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01876628
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01829458
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0149983
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0149922
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0149993
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01933370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0365633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01567737
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029001
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095218
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01904369
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01933370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE E HERZIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELENE HERZIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LYDIA LANDESBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0170 EAST 93RD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1225 MIRO PLACE 418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220 OLD ASPETONG ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORT WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KATONAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1110502426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210536
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt092158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt092568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0104181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt075263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt097343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt095338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0122724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.037646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01904369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02075363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01999221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01968378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02111611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02061885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt088143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241967
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt088143
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt088143

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,829,458
Liabilities
$0
Net assets
$1,829,458
Revenue
$41,771
Expenses
$88,941
Net income
-$47,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.19$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.05$0.14$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.00$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.02$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.01$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.12