Civic Intelligence

The Judith C White Foundation Inc

990PF • Fiscal year 2019 • EIN 11-3548952

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile
14 Vanderventer Ave Ste 101Port Washington, NY 11050

(212) 736-8255

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Net Margin

43rd percentile

-2.7%

Higher net margin than 43% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • NTEE T • $5M-$10M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.2%

Faster asset growth than 39% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$6,227,724

Down $12,074 (-0.2%) from 2018

Net Assets

Down

$6,227,724

Down $12,074 (-0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Down

$445,844

Down $88,510 (-17%) from 2018

Expenses

Up

$457,918

Up $24,666 (+5.7%) from 2018

Net Income

Down

-$12,074

Down $113,176 (-112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,743,288Liabilities 2010: $0Net Assets 2010: $5,743,2882010Assets 2011: $5,722,456Liabilities 2011: $0Net Assets 2011: $5,722,4562011Assets 2012: $5,640,432Liabilities 2012: $0Net Assets 2012: $5,640,4322012Assets 2013: $5,609,609Liabilities 2013: $0Net Assets 2013: $5,609,6092013Assets 2014: $5,610,966Liabilities 2014: $0Net Assets 2014: $5,610,9662014Assets 2015: $6,132,290Liabilities 2015: $0Net Assets 2015: $6,132,2902015Assets 2016: $6,094,660Liabilities 2016: $0Net Assets 2016: $6,094,6602016Assets 2017: $6,138,696Liabilities 2017: $0Net Assets 2017: $6,138,6962017Assets 2018: $6,239,798Liabilities 2018: $0Net Assets 2018: $6,239,7982018Assets 2019: $6,227,724Liabilities 2019: $0Net Assets 2019: $6,227,7242019Assets 2020: $6,367,259Liabilities 2020: $0Net Assets 2020: $6,367,2592020Assets 2021: $6,046,784Liabilities 2021: $0Net Assets 2021: $6,046,7842021Assets 2022: $6,120,050Liabilities 2022: $0Net Assets 2022: $6,120,0502022Assets 2023: $6,096,290Liabilities 2023: $0Net Assets 2023: $6,096,2902023Assets 2024: $6,151,932Liabilities 2024: $0Net Assets 2024: $6,151,9322024

Highlighted filing

2019

Assets$6,227,724
Liabilities$0
Net Assets$6,227,724
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $297,0452010Expenses 2011: $299,8742011Expenses 2012: $384,0452012Revenue 2013: $410,501Expenses 2013: $441,324Net Income 2013: -$30,8232013Revenue 2014: $410,619Expenses 2014: $409,262Net Income 2014: $1,3572014Revenue 2015: $935,054Expenses 2015: $413,730Net Income 2015: $521,3242015Revenue 2016: $387,765Expenses 2016: $425,395Net Income 2016: -$37,6302016Revenue 2017: $481,551Expenses 2017: $437,515Net Income 2017: $44,0362017Revenue 2018: $534,354Expenses 2018: $433,252Net Income 2018: $101,1022018Revenue 2019: $445,844Expenses 2019: $457,918Net Income 2019: -$12,0742019Revenue 2020: $564,633Expenses 2020: $425,098Net Income 2020: $139,5352020Revenue 2021: $128,281Expenses 2021: $448,756Net Income 2021: -$320,4752021Revenue 2022: $518,604Expenses 2022: $445,338Net Income 2022: $73,2662022Revenue 2023: $445,445Expenses 2023: $469,205Net Income 2023: -$23,7602023Revenue 2024: $486,903Expenses 2024: $431,261Net Income 2024: $55,6422024

Highlighted filing

2019

Revenue$445,844
Expenses$457,918
Net Income-$12,074
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY KOVNERPres. & DirectorPT$0--
AMY KOVNERDirector-$0--
NICHOLAS KOVNERDirector-$0--
KRISTIN KOVNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Judith C White Foundation Inc
EIN
11-3548952
Phone
2127368255
Address
14 VANDERVENTER AVE STE 101, PORT WASHINGTON, NY 11050

Signing Officer

Name
Jeffrey Kovner
Title
Pres. & Director
Phone
2127368255
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Gr Reid Associates Llp
Address
7600 JERICHO TURNPIKE STE 400, WOODBURY, NY 11797-1705
Preparer
Raymond Floch CPA
Phone
5168020100
Raw XML AppendixShowing 400 of 964 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/GainsMinusExcessOrLossesAmt24-918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2519151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt263909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2710608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt716414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8144593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13138953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1720358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1820805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1940990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2263501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2326079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2473189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt253484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26359769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt272757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28291744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt293502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30395797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3264451
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/HowAcquiredCd8D
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/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd31P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd32P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BELLSOUTH TELECOM 5.85% 45 20K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CALL GENERAL MOTORS 430 3/15/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BELLSOUTH TELCO 5.85 TENDER 5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LAS VEGAS NEV CTFS PARTN 30K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CALL INT'L PAPER 40 1/17/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FORD MOTOR CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MIAMI DADE FL SPL 220K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CALL NYCB 10 1/17/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NYCB 13600 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MIAMI DADE FL TRANS SYS 260K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CALL NYCB 10 7/19/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11NEBRASKA PUBLIC POWER DIST 375K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CALL NYCB 11 7/19/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GOLDMAN SACHS GRO 6.75% 37 100K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CALL NYCB 12 1/18/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CALL AT&T 35 EXP 1/18/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CALL PPL 30 7/19/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CALL AT&T 36 EXP 1/17/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CALL PPL 30 10/18/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CALL EXXON MOBIL 65 12/20/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CALL PPL 30 1/18/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CALL FORD MOTOR 10 1/18/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GENERAL MILLS 1500 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CALL FORD MOTOR 10 9/20/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24GENERAL MOTORS 2000SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CALL FORD MOTOR 9 9/20/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26INT'L PAPER 8400SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CALL FORD MOTOR 9 12/20/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28NYCB 27400 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CALL GENERAL MILLS 40 7/19/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30PPL 12500 SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CALL GENERAL MILLS 42.5 1/8/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32BELLSOUTH TELCO 5.85 TENDER 50K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302019-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt322019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042108
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt031846
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12074
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06227724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06239798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06227724
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0308744
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0308744
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0308744
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0312558
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03814
IRS990PF/DistributableAmountGrp/TotalTaxAmt03814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06000
IRS990PF/FMVAssetsEOYAmt06644207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0308907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0481103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0508659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01013970
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01825335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01810007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02600
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02600
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02600
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06239798
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06227724
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0227720
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0146023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0146023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06239798
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06227724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06644207
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06239798
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06227724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06239798
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06227724
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04686601
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03772663
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04176918
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06346359
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06156888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0186871
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt095195
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02600
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0312558
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06251164
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06346359
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY KOVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY KOVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NICHOLAS KOVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KRISTIN KOVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES. & DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt214 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt314 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt014 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt114 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt214 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt314 VANDERVENTER AVE STE 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORT WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORT WASHINGTON

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,227,724
Liabilities
$0
Net assets
$6,227,724
Revenue
$445,844
Expenses
$457,918
Net income
-$12,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.49$0.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.45$0.47$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.52$0.45$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.13$0.45$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.56$0.43$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.45$0.46$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.53$0.43$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$0.48$0.44$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.39$0.43$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.94$0.41$0.52
2014Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.41$0.41$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.41$0.44$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.30
2010Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.30