The H & M Foundation Co Meridian

990PF • Fiscal year 2020 • EIN 11-3580989

Dec 01, 2019 to Nov 30, 2020 • Filed on Dec 08, 2021

Organization Profile

1 Battery Park Plaza 26 FLNew York, NY 10004

(212) 972-3600

Siviq Scores

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

0.85x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

2.11x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

-8.0%

Higher net margin than 46% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T • $500k-$1M nonprofits • Source year 2020

479%

Faster asset growth than 98% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

2743%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets98th percentile

Assets

$709,888

Up $587,288 (+479%) from 2019

Net Assets

Down

$109,888

Down $12,712 (-10%) from 2019

Liabilities

$600,000

Up $600,000 from 2019

Revenue And Expenses

Liabilities / Revenue98th percentile Net Margin46th percentile

Revenue

$284,858

Up $274,837 (+2743%) from 2019

Expenses

Down

$307,534

Down $103,871 (-25%) from 2019

Net Income

-$22,676

Up $378,708 (+94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2020

Assets$709,888

Liabilities$600,000

Net Assets$109,888

Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2020

Revenue$284,858

Expenses$307,534

Net Income-$22,676

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2019 to Nov 30, 2020
Signed: Dec 8, 2021
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Raphael Herzka	President	-	$0	-	-
Judy Herzka	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The H & M Foundation
EIN: 11-3580989
Address: 1 BATTERY PARK PLAZA 26 FL, NEW YORK, NY 10004

Signing Officer

Name: Raphael Herzka
Title: President
Signed: 2021-12-08
Discuss with paid preparer: Yes

Preparer

Firm: M Friedman CPA
Address: 18 HEYWARD ST 5TH FL, BROOKLYN, NY 11249
Preparer: Michael Friedman CPA
Phone: 7188529200

Raw XML Appendix312 raw XML fields

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

Path	#	Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	1	General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	REAL ESTATE INCOME / LOSS WAS GENERATED THROUGH THE FOLLOWING K-1'S AS FOLLOWS:STERLING 20TH VILLAGE LLC $2,620POPLAR PLACE TOWNHOMES TN LLC $6,312RW MICHIGAN LLC $73 WWH MEMBER LLC $(74,571)TOUCHSTONE VILLAGE W80 LLC $(1,570)ROYAL POINT W80 LLC $809 SANDSTONE WG LLC $(1,527)26 GIRARD PARTNERS BSD LLC $(911)GW LOFTS W80 LLC $1,155KENSINGTON SQUARE W80 LLC $28,760OKEMOS STATION APARTMENTS $1,299OAKS AT ATHENS LLC $511
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	1	EXTENSION GRANTED DUE TO BEING EFFECTED BY NEW YORK HURRICANE IDA #DR-4615
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	1923
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-9798
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	10316
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt	0	-37040
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-34599
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	319457
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	1923
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	1923
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-22676
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	10316
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-9798
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	6034
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	71284
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	71284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	66863
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	67969
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	600000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	122600
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	-1503748
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1874764
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	28121
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Raphael Herzka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Judy Herzka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	C/O Meridian 1 battery Park Pl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	C/O Meridian 1 Battery Park Pl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	New York
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	6205
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt	0	402000
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt	0	50000
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Raphael Herzka
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2129723600
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Direct Financial aid and programs for jewish scholars who dedicate their time to study and worship to help alleviate their poverty and aid in supporting their families.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	251500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501 C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501 C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	DIRECT CHARITABLE ACTIVITES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	YESHIVA GEDOLAH OF CLIFFWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1 BATTERY PARK PLAZA 26TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	200 CENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	KEYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	07735
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	301500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	THE INTERLINK IV CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	JUDY HERZKA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O MERIDIAN 1 BATTERY PARK PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	C/O MERIDIAN 1 BATTERY PARK PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	10004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	204457
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	115000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
MortgagesAndNotesPayableSch/MortgageAmt	0	600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-2003748
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ESCROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	PARTNERSHIP INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	3477
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	-1551600
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	3477
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	-1551600
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	684
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	5300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	684
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	5300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5300
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-37040
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-37040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	9964
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	NET ASSET ADJUSTMENT
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Raphael Herzka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE H & M FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO MERIDIAN
ReturnHeader/Filer/BusinessNameControlTxt	0	H&MF
ReturnHeader/Filer/EIN	0	113580989
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1 BATTERY PARK PLAZA 26 FL
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	113108982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	M FRIEDMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	18 HEYWARD ST 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11249
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7188529200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL FRIEDMAN CPA
ReturnHeader/ReturnTs	0	2021-12-08T06:33:05-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-12-01
ReturnHeader/TaxPeriodEndDt	0	2020-11-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $709,888
Liabilities: $600,000
Net assets: $109,888
Revenue: $284,858
Expenses: $307,534
Net income: -$22,676

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.48	$0.58	$2.06	$0.05	$0.59	$0.54
2023Detailed filing. Detailed filing data is available for this year.	$0.93	$0.59	$1.52	$0.02	$0.60	$0.58
2022Detailed filing. Detailed filing data is available for this year.	$0.32	$0.60	$0.92	$0.27	$0.39	$0.66
2021Detailed filing. Detailed filing data is available for this year.	$0.84	$0.60	$0.24	$0.47	$0.35	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$0.71	$0.60	$0.11	$0.28	$0.31	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.01	$0.41	$0.40
2018Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.22	$0.42	$0.20
2017Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88	$0.08	$0.58	$0.50
2016Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.21	$2.48	$2.28
2014Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.57	$0.19	$0.38
2013Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$0.72	$0.18	$0.54
2012Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29		$0.18
2011Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80		$0.15