Civic Intelligence

David & Minnie Berk Foundation Inc.

990PF • Fiscal year 2015 • EIN 11-6038062

Nov 01, 2014 to Oct 31, 2015 • Filed on Jul 19, 2016

Organization Profile
570 Lexington Avenue 3rd FloorNew York, NY 10001

(516) 802-0100

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

28th percentile

0.00x

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

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

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

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

Asset Growth

74th percentile

8.4%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

92nd percentile

85%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,409,873

Up $108,890 (+8.4%) from 2014

Net Assets

Up

$1,409,873

Up $108,890 (+8.4%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin94th percentile

Revenue

Up

$148,512

Up $68,267 (+85%) from 2014

Expenses

Down

$39,622

Down $72,403 (-65%) from 2014

Net Income

Up

$108,890

Up $140,670 (+443%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $710,749Liabilities 2010: $0Net Assets 2010: $710,7492010Assets 2011: $1,607,607Liabilities 2011: $0Net Assets 2011: $1,607,6072011Assets 2012: $1,362,843Liabilities 2012: $0Net Assets 2012: $1,362,8432012Assets 2013: $1,332,763Liabilities 2013: $0Net Assets 2013: $1,332,7632013Assets 2014: $1,300,983Liabilities 2014: $1Net Assets 2014: $1,300,9832014Assets 2015: $1,409,873Liabilities 2015: $0Net Assets 2015: $1,409,8732015Assets 2016: $1,384,653Liabilities 2016: $0Net Assets 2016: $1,384,6532016Assets 2017: $1,351,097Liabilities 2017: $0Net Assets 2017: $1,351,0972017Assets 2018: $1,319,443Liabilities 2018: $0Net Assets 2018: $1,319,4432018Assets 2019: $1,318,275Liabilities 2019: $0Net Assets 2019: $1,318,2752019Assets 2020: $1,244,315Liabilities 2020: $1Net Assets 2020: $1,244,3152020Assets 2021: $1,277,521Liabilities 2021: $12021Assets 2022: $1,236,402Liabilities 2022: $12022Assets 2023: $1,206,122Liabilities 2023: $12023Assets 2024: $1,265,260Liabilities 2024: $0Net Assets 2024: $1,265,2602024

Highlighted filing

2015

Assets$1,409,873
Liabilities$0
Net Assets$1,409,873
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KExpenses 2010: $65,7242010Expenses 2011: $74,5012011Expenses 2012: $175,8322012Revenue 2013: $75,059Expenses 2013: $105,139Net Income 2013: -$30,0802013Revenue 2014: $80,245Expenses 2014: $112,025Net Income 2014: -$31,7802014Revenue 2015: $148,512Expenses 2015: $39,622Net Income 2015: $108,8902015Revenue 2016: $71,454Expenses 2016: $96,674Net Income 2016: -$25,2202016Revenue 2017: $61,610Expenses 2017: $95,166Net Income 2017: -$33,5562017Revenue 2018: $97,415Expenses 2018: $129,069Net Income 2018: -$31,6542018Revenue 2019: $100,397Expenses 2019: $101,565Net Income 2019: -$1,1682019Revenue 2020: $65,086Expenses 2020: $61,043Net Income 2020: $4,0432020Revenue 2021: $143,983Expenses 2021: $110,777Net Income 2021: $33,2062021Revenue 2022: $93,143Expenses 2022: $134,262Net Income 2022: -$41,1192022Revenue 2023: $50,071Expenses 2023: $114,704Net Income 2023: -$64,6332023Revenue 2024: $167,498Expenses 2024: $86,068Net Income 2024: $81,4302024

Highlighted filing

2015

Revenue$148,512
Expenses$39,622
Net Income$108,890
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jul 19, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD BERKPresidentPT$0--
DONALD BERK2nd VPPT$0--
GARY GREENFIELDSecretaryPT$0--
KENNETH LEVIENTreasurerPT$0--
JOY LEVIEN1st VPPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAMILY KINDSUPPORT FOR CHILDREN OF DIVORCE-NEW YORK, NY, US$5,000
Paid GrantAMERICA ROWS AND SWIMSTEACHING ROWING TO CHILDREN-NEWBURGH, NY, US$5,000
Paid GrantCYPRESS HILLS CHILD CARESUPPORT FOR CYPRUS HILLS COMMUNITY-BROOKLYN, NY, US$4,500
Paid GrantICE HOCKEY IN HARLEMBRINGING ICE HOCKEY TO HARLEM-NEW YORK, NY, US$3,500
Filing and Contact Details

Filer

Filer Name
David & Minnie Berk Foundation Inc
EIN
11-6038062
Phone
5168020100
Address
570 LEXINGTON AVENUE 3RD FLOOR, NEW YORK, NY 10001

Signing Officer

Name
Ronald Berk
Title
President
Phone
5168020100
Signed
2016-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Gr Reid Associates Llp
Address
7600 JERICHO TURNPIKE STE 400, WOODBURY, NY 11797-1705
Preparer
Richard a Mills CPA
Phone
5168020100
Raw XML AppendixShowing 400 of 549 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/GrossSalesPriceAmt810000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt934067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1440000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1630000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1840000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt195969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2520000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2628000
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/PropertyDesc0OAKMARK INTL FD CLASS I: OAKIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DEUTSCHE FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2OPPENHEIMER INTERNATIONAL GROWTH A:
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DEUTSCHE ULTRA SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HEARTLAND VALUE PLUS FD INV CL: HRVI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LOOMIS SAYLES BOND FUND CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BANK OF AMERICA BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ABERDEEN GLOBAL HIGH INCM FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BARON SMALL CAP FUND: BSCFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9INVESCO CONV SECURITIES FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ABERDEEN GLOBAL HIGH INCM FD CL A: B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11METROPOLIATIAN WEST TOTAL RETURN BON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LOOMIS SAYLES GLOBAL BD FD CL R: LSG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13METROPOLIATIAN WEST TOTAL RETURN BON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14AMERICAN CENTURY DISCIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TIAA CREF HIGH YIELD FD RETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16AMG YACKTMAN FOCUSED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LAZARD US REALTY INCM PORT OPEN CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ARTISAN MID CAP FUND INV: ARTMX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19OPPENHEIMER DEVELOPING MKTS FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ARTISAN MID CAP VALUE FD INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PIMCO STOCKSPLUS INTL FD USD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22BARON SMALL CAP FUND: BSCFX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23WASATCH EMRG MKT SMALL CAP FD INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24FMI LARGE CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25PRINCIPAL MIDCAP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26AMG YACKTMAN FOCUSED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182011-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252015-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262015-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044622
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09441
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0108890
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01409873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01300983
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01409873
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069973
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069973
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069973
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt072583
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02610
IRS990PF/DistributableAmountGrp/TotalTaxAmt02610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700
IRS990PF/FMVAssetsEOYAmt01463163
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047668
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt058158
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt058158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt073295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt022838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt021118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01180020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01328877
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01383887
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01300983
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01409873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01300983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01409873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01463163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01300983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01409873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01300983
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01409873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01473764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01424652
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022106
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt072583
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01451658
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01473764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD BERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD BERK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GARY GREENFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KENNETH LEVIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOY LEVIEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12ND VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt41ST VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0570 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1570 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2570 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3570 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4570 LEXINGTON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd410022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt084121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt092457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt082494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0129298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.062169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.094020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01451658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01487197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01410243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01375219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01460615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01365271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289740
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021278
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021278
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021278
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

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Filings

Displayed year

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

Open filing
Assets
$1,409,873
Liabilities
$0
Net assets
$1,409,873
Revenue
$148,512
Expenses
$39,622
Net income
$108,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.17$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$0.09$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$0.14$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.07$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.10$0.13$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.06$0.10$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.04$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.11$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07