Civic Intelligence

The H & M Foundation Co Meridian

990PF • Fiscal year 2021 • EIN 11-3580989

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 07, 2022

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.

Liabilities / Assets

98th percentile

0.71x

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

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

1.28x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Net Margin

59th percentile

25%

Higher net margin than 59% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

64%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$844,744

Up $134,856 (+19%) from 2020

Net Assets

Up

$244,744

Up $134,856 (+123%) from 2020

Liabilities

Flat

$600,000

Flat from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin59th percentile

Revenue

Up

$468,545

Up $183,687 (+64%) from 2020

Expenses

Up

$350,387

Up $42,853 (+14%) from 2020

Net Income

Up

$118,158

Up $140,834 (+621%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2011: $796,964Liabilities 2011: $0Net Assets 2011: $796,9642011Assets 2012: $1,289,309Liabilities 2012: $0Net Assets 2012: $1,289,3092012Assets 2013: $1,953,545Liabilities 2013: $0Net Assets 2013: $1,953,5452013Assets 2014: $2,253,638Liabilities 2014: $0Net Assets 2014: $2,253,6382014Assets 2016: $1,739,136Liabilities 2016: $0Net Assets 2016: $1,739,1362016Assets 2017: $884,246Liabilities 2017: $0Net Assets 2017: $884,2462017Assets 2018: $623,029Liabilities 2018: $0Net Assets 2018: $623,0292018Assets 2019: $122,600Liabilities 2019: $0Net Assets 2019: $122,6002019Assets 2020: $709,888Liabilities 2020: $600,000Net Assets 2020: $109,8882020Assets 2021: $844,744Liabilities 2021: $600,000Net Assets 2021: $244,7442021Assets 2022: -$316,556Liabilities 2022: $600,000Net Assets 2022: -$916,5562022Assets 2023: -$927,138Liabilities 2023: $594,407Net Assets 2023: -$1,521,5452023Assets 2024: -$1,479,242Liabilities 2024: $584,470Net Assets 2024: -$2,063,7122024

Highlighted filing

2021

Assets$844,744
Liabilities$600,000
Net Assets$244,744
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $145,4722011Expenses 2012: $182,6672012Revenue 2013: $720,749Expenses 2013: $177,249Net Income 2013: $543,5002013Revenue 2014: $570,663Expenses 2014: $190,787Net Income 2014: $379,8762014Revenue 2016: $206,147Expenses 2016: $2,483,751Net Income 2016: -$2,277,6042016Revenue 2017: $79,683Expenses 2017: $578,678Net Income 2017: -$498,9952017Revenue 2018: $215,861Expenses 2018: $420,493Net Income 2018: -$204,6322018Revenue 2019: $10,021Expenses 2019: $411,405Net Income 2019: -$401,3842019Revenue 2020: $284,858Expenses 2020: $307,534Net Income 2020: -$22,6762020Revenue 2021: $468,545Expenses 2021: $350,387Net Income 2021: $118,1582021Revenue 2022: -$265,883Expenses 2022: $392,525Net Income 2022: -$658,4082022Revenue 2023: $20,396Expenses 2023: $603,966Net Income 2023: -$583,5702023Revenue 2024: $45,485Expenses 2024: $588,916Net Income 2024: -$543,4312024

Highlighted filing

2021

Revenue$468,545
Expenses$350,387
Net Income$118,158
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 7, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raphael HerzkaPresident-$0--
Judy HerzkaVice 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
Judy Herzka
Title
Vice President
Signed
2022-10-07
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 Appendix294 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/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0REAL ESTATE INCOME / LOSS WAS GENERATED THROUGH THE FOLLOWING K-1'S AS FOLLOWS:STERLING 20TH VILLAGE LLC $213POPLAR PLACE TOWNHOMES TN LLC $25,542RW MICHIGAN LLC $1,854 WWH MEMBER LLC $(80,912)TOUCHSTONE VILLAGE W80 LLC $(567)ROYAL POINT W80 LLC $145 26 GIRARD PARTNERS BSD LLC $546GW LOFTS W80 LLC $593KENSINGTON SQUARE W80 LLC $30,829OKEMOS STATION APARTMENTS $700OAKS AT ATHENS LLC $216ST PHILLIP GRIFFIN LLC $156SUMMER PARK APARTMENTS LLC $562PARK TRACE OAKS LLC $217PARK RIDGE ATHENS LLC $449PARK VILLAGE ATHENS LLC $(1,944)PARK WIND APARTMENTS LLC $1,128PARKTOWNE APARTMENTS LLC $217
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1EXTENSION GRANTED DUE TO BEING EFFECTED BY NEW YORK HURRICANE IDA #DR-4615
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02451
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07214
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01246
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt0-20056
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-9145
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-9145
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03322
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0342798
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0342798
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0477690
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02451
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0118158
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt026725
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01246
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt07214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-20056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-20056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0342798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0350387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0-9145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0468545
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07589
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt026725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07214
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07214
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0118158
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt016698
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0244744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0109888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0244744
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0-844709
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt071284
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt091450
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt091450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067969
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt094364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt094364
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt043908
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01733361
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01689453
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0109888
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-1548123
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-2050626
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0-2050626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02118758
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01020103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01020103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0709888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0844744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0-844709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0709888
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0844744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0109888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0244744
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01650798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01650798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024762
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01626036
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01650798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Raphael Herzka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judy Herzka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O Meridian 1 battery Park Pl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O Meridian 1 Battery Park Pl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110004
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt03322
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt091984
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt06205
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt076437
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt06020
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt02824
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt078186
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt05274
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt064971
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt05117
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02002-11-08
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0342798
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01461298
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0301500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0402000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0415000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0342798
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01147298
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0251500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0301500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0251500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt0314000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt050000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt0100500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt0163500
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt054201
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0211016
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt061555
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt050958
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt044302
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0342798
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0342798
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0342798
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03420 BEDFORD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Raphael Herzka
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129723600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Direct 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/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0342798
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DIRECT CHARITABLE ACTIVITES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 BATTERY PARK PLAZA 26TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0342798
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE INTERLINK V CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O MERIDIAN 1 BATTERY PARK PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0477690
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt043908
LandEtcSchedule2/LandEtcGrp/BookValueAmt01689453
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01733361
MortgagesAndNotesPayableSch/MortgageAmt0600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03477
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-1551600
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ESCROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1L & E
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PARTNERSHIP INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03299
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11250001
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-3303926
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03299
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11250001
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2-3303926
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11139
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt26100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11139
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-20056
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-20056
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016698
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Herzka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE H & M FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO MERIDIAN
ReturnHeader/Filer/BusinessNameControlTxt0H&MF
ReturnHeader/Filer/EIN0113580989
ReturnHeader/Filer/USAddress/AddressLine1Txt01 BATTERY PARK PLAZA 26 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113108982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M FRIEDMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 HEYWARD ST 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011249
ReturnHeader/PreparerPersonGrp/PhoneNum07188529200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FRIEDMAN CPA
ReturnHeader/ReturnTs02022-10-07T09:14:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Judy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Herzka
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$844,744
Liabilities
$600,000
Net assets
$244,744
Revenue
$468,545
Expenses
$350,387
Net income
$118,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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