Civic Intelligence

Paul W Zuccaire Foundation C/O Dougherty & Connell Cpas

990PF • Fiscal year 2018 • EIN 11-3523633

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 20, 2019

Organization Profile
532 BROAD HOLLOW ROAD No 109Melville, NY 11747

(516) 482-2516

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Net Margin

45th percentile

-0.9%

Higher net margin than 45% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

96th percentile

$35,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

-0.1%

Faster asset growth than 50% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

25%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,035,617

Down $2,002 (-0.1%) from 2017

Net Assets

Down

$2,035,617

Down $2,002 (-0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin45th percentile

Revenue

Up

$223,225

Up $45,271 (+25%) from 2017

Expenses

Up

$225,227

Up $603 (+0.3%) from 2017

Net Income

Up

-$2,002

Up $44,668 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,510,004Liabilities 2010: $5,625Net Assets 2010: $2,504,3792010Assets 2011: $2,419,074Liabilities 2011: $11,050Net Assets 2011: $2,408,0242011Assets 2012: $2,456,439Liabilities 2012: $0Net Assets 2012: $2,456,4392012Assets 2013: $2,309,019Liabilities 2013: $0Net Assets 2013: $2,309,0192013Assets 2014: $2,290,343Liabilities 2014: $0Net Assets 2014: $2,290,3432014Assets 2015: $2,179,578Liabilities 2015: $0Net Assets 2015: $2,179,5782015Assets 2016: $2,084,289Liabilities 2016: $0Net Assets 2016: $2,084,2892016Assets 2017: $2,037,619Liabilities 2017: $0Net Assets 2017: $2,037,6192017Assets 2018: $2,035,617Liabilities 2018: $0Net Assets 2018: $2,035,6172018Assets 2019: $1,941,413Liabilities 2019: $0Net Assets 2019: $1,941,4132019Assets 2020: $1,734,360Liabilities 2020: $0Net Assets 2020: $1,734,3602020Assets 2021: $1,699,700Liabilities 2021: $0Net Assets 2021: $1,699,7002021Assets 2022: $1,648,026Liabilities 2022: $0Net Assets 2022: $1,648,0262022Assets 2023: $1,610,516Liabilities 2023: $0Net Assets 2023: $1,610,5162023Assets 2024: $1,611,917Liabilities 2024: $0Net Assets 2024: $1,611,9172024

Highlighted filing

2018

Assets$2,035,617
Liabilities$0
Net Assets$2,035,617
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $211,7862010Expenses 2011: $232,1722011Expenses 2012: $224,1942012Revenue 2013: $111,138Expenses 2013: $258,558Net Income 2013: -$147,4202013Revenue 2014: $237,126Expenses 2014: $255,802Net Income 2014: -$18,6762014Revenue 2015: $144,310Expenses 2015: $255,075Net Income 2015: -$110,7652015Revenue 2016: $179,477Expenses 2016: $274,766Net Income 2016: -$95,2892016Revenue 2017: $177,954Expenses 2017: $224,624Net Income 2017: -$46,6702017Revenue 2018: $223,225Expenses 2018: $225,227Net Income 2018: -$2,0022018Revenue 2019: $133,529Expenses 2019: $227,733Net Income 2019: -$94,2042019Revenue 2020: -$49,588Expenses 2020: $157,465Net Income 2020: -$207,0532020Revenue 2021: $124,553Expenses 2021: $159,213Net Income 2021: -$34,6602021Revenue 2022: $100,195Expenses 2022: $151,869Net Income 2022: -$51,6742022Revenue 2023: $106,531Expenses 2023: $144,041Net Income 2023: -$37,5102023Revenue 2024: $151,276Expenses 2024: $149,875Net Income 2024: $1,4012024

Highlighted filing

2018

Revenue$223,225
Expenses$225,227
Net Income-$2,002
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE JEAN ZUCCAIREPresidentPT$35,000-$35,000
MARK ZEICHNERVPPT$25,000-$25,000
ROBERT E CONNELLVP,Treasurer & SecretaryPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Paul W Zuccaire Foundation
EIN
11-3523633
Phone
5164822516
Address
532 BROAD HOLLOW ROAD No 109, MELVILLE, NY 11747

Signing Officer

Name
Alice Jean Zuccaire
Title
President
Phone
5164822516
Signed
2019-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Dougherty & Connell
Address
532 Broad Hollow Rd Suite 109, Melville, NY 11747
Preparer
Robert E Connell
Phone
6317562100
Raw XML AppendixShowing 400 of 654 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1036849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1228389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1433576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1549950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1726215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1820125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2093482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2411322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2521650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2676489
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/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 AMER ELECTRIC POWER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc177 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 CARNIVAL CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3971 CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4324 COLGATE PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5476 COLGATE PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625000 GE CAPITAL INTERNTES NTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750000 GENL ELECT CAP CORP SUB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 GENL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91000 GENL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10800 INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125000 JACKSONVILLE ELEC AU FL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12200 JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350000 JOHNSON & JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 LOCKHEED MARTIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc154995.005 LORD ABBETT ULTRA SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165.072 LORD ABBETT ULTRA SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171000 NEWELL BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18700 NEWELL BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1950000 NYC TRANS FIN AU FUTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201800 PUBLIC SERVICE ENTERPRISE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21200 SOUTHERN CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2225000 UNITED STATES TREAS BILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2325000 UNITED STATES TREAS BILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24100 VALERO ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25398 VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc262300 WISDOMTREE US MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0143985
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2002
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02035617
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02037619
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02035617
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0117419
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0117419
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0117419
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0121334
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03915
IRS990PF/DistributableAmountGrp/TotalTaxAmt03915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06030
IRS990PF/FMVAssetsEOYAmt02302002
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0267578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0275008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0277139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01359767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01393372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01657088
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02037619
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02035617
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168635
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0103970
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0103970
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02037619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02035617
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02302002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02037619
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02035617
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02037619
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02035617
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0241639
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0263267
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0263805
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02463633
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0116443
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02347190
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036954
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0121334
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02426679
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02463633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt017.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt225000
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/PersonNm0ALICE JEAN ZUCCAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK ZEICHNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT E CONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP,TREASURER & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 MERRIVALE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1228 FOX MEADOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2532 BROAD HOLLOW ROAD SUITE 109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREAT NECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SCARSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MELVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0197867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0199824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0194175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0233776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0221595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0220036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0227284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.081538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.077344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.091025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.081790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.076933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.080597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02426679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02510530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02568273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02709308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02860114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02820013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0197739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.407689
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0197739
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0197739
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,035,617
Liabilities
$0
Net assets
$2,035,617
Revenue
$223,225
Expenses
$225,227
Net income
-$2,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.14$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.12$0.16$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.05$0.16$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.13$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.22$0.23$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.18$0.22$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.18$0.27$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.14$0.26$0.11
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.29$0.00$2.29$0.24$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.11$0.26$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.22
2011Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.41$0.23
2010Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$0.21