Civic Intelligence

Gary Segal Charitable Foundation Tr Ua 12282001

990PF • Fiscal year 2016 • EIN 11-6570328

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization Profile
10 West StreetNew York, NY 10004

(718) 435-7900

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.00x

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-275%

Higher net margin than 11% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-83%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,639,194

Down $94,438 (-5.4%) from 2015

Net Assets

Down

$1,639,194

Down $94,438 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin11th percentile

Revenue

Down

$34,289

Down $172,280 (-83%) from 2015

Expenses

Down

$128,725

Down $25,055 (-16%) from 2015

Net Income

Down

-$94,436

Down $147,225 (-279%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,147,405Liabilities 2010: $0Net Assets 2010: $2,147,4052010Assets 2011: $2,060,300Liabilities 2011: $0Net Assets 2011: $2,060,3002011Assets 2012: $1,881,743Liabilities 2012: $0Net Assets 2012: $1,881,7432012Assets 2013: $1,804,718Liabilities 2013: $0Net Assets 2013: $1,804,7182013Assets 2014: $1,680,843Liabilities 2014: $0Net Assets 2014: $1,680,8432014Assets 2015: $1,733,632Liabilities 2015: $0Net Assets 2015: $1,733,6322015Assets 2016: $1,639,194Liabilities 2016: $0Net Assets 2016: $1,639,1942016Assets 2017: $1,568,935Liabilities 2017: $0Net Assets 2017: $1,568,9352017Assets 2018: $1,589,181Liabilities 2018: $0Net Assets 2018: $1,589,1812018Assets 2019: $1,507,646Liabilities 2019: $0Net Assets 2019: $1,507,6462019Assets 2020: $1,454,648Liabilities 2020: $0Net Assets 2020: $1,454,6482020Assets 2021: $1,603,289Liabilities 2021: $0Net Assets 2021: $1,603,2892021Assets 2022: $1,599,227Liabilities 2022: $0Net Assets 2022: $1,599,2272022Assets 2023: $1,544,948Liabilities 2023: $4,403Net Assets 2023: $1,540,5452023Assets 2024: $1,544,611Liabilities 2024: $0Net Assets 2024: $1,544,6112024

Highlighted filing

2016

Assets$1,639,194
Liabilities$0
Net Assets$1,639,194
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $143,7402010Expenses 2011: $143,4642011Expenses 2012: $167,3702012Revenue 2013: $98,594Expenses 2013: $175,619Net Income 2013: -$77,0252013Revenue 2014: $78,653Expenses 2014: $202,528Net Income 2014: -$123,8752014Revenue 2015: $206,569Expenses 2015: $153,780Net Income 2015: $52,7892015Revenue 2016: $34,289Expenses 2016: $128,725Net Income 2016: -$94,4362016Revenue 2017: $87,654Expenses 2017: $157,913Net Income 2017: -$70,2592017Revenue 2018: $37,955Expenses 2018: $17,709Net Income 2018: $20,2462018Revenue 2019: $31,668Expenses 2019: $113,203Net Income 2019: -$81,5352019Revenue 2020: $47,809Expenses 2020: $56,919Net Income 2020: -$9,1102020Revenue 2021: $243,677Expenses 2021: $95,036Net Income 2021: $148,6412021Revenue 2022: $171,387Expenses 2022: $175,449Net Income 2022: -$4,0622022Revenue 2023: $85,809Expenses 2023: $144,491Net Income 2023: -$58,6822023Revenue 2024: $160,843Expenses 2024: $156,777Net Income 2024: $4,0662024

Highlighted filing

2016

Revenue$34,289
Expenses$128,725
Net Income-$94,436
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY SEGALTrustee-$0--
IRA GRUNTHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Segal Charitable Foundation
EIN
11-6570328
Phone
7184357900
Address
10 WEST STREET, NEW YORK, NY 10004

Signing Officer

Name
Ira Grunther
Title
Trustee
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747-2731
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Raw XML AppendixShowing 400 of 618 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/GainsMinusExcessOrLossesAmt9230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-3342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-5884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-2342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt424548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt512121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1524419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1725000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1845000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt199331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2075000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2225000
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/PropertyDesc0350 ALPS ETF TR ALERIAN MLP ETF, AMLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 CONOCOPHILLIPS, COP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2725 NUVEEN GLOBAL HIGH INCOME FD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR GOLD TR GOLD SHS, GLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42550 ALPS ETF TR ALERIAN MLP ETF, AMLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51350 ANNALY CAPITAL MANAGEMENT INC COM NLY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6140 CATERPILLAR INC, CAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc770 CHEMOURS CO COM, CC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8425 COCA COLA CO , KO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9150 CONOCOPHILLIPS, COP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10150 CROWN CASTLE INTL CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11225 DUKE ENERGY CORP NEWCOM NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121000 FORD MTR CO DEL COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13375 HSBC HLDGS PLC SPON ADR NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14350 OAKTREE CAP GROUP LLC UNITS CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15800 PFIZER INC, PFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1665 TALEN ENERGY CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1725000 ALLEGHENY CNTY PA INDL DEV AUTH REV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1845000 LLOYDS TSB BANK PLC MTN 3%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1910000 PUERTO RICO ELEC PWR AUTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2075000 SAN BERNARDINO CNTY CALIF FLOOD CTL DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SPDR GOLD TR GOLD SHS, GLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2225000 ISRAEL ST BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-56912
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-10105
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-94436
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01639196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01733632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01639194
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077918
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077918
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077918
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt078310
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0392
IRS990PF/DistributableAmountGrp/TotalTaxAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0185
IRS990PF/FMVAssetsEOYAmt01603229
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0290285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0222046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0220195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0461683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0292203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0321400
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0312674
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0235531
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0216631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0236643
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0566297
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0566297
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01733632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01639194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01603229
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01733632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01639194
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01733632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01639194
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01733632
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01639194
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0432347
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0323117
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0278706
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01590059
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0474963
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01086542
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023851
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt028554
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt078310
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01566208
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01590059
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/PersonNm0GARY SEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRA GRUNTHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 WEST STREET PH 3B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1124 SCHOHARIE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1JERICHO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111751
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0126542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0126738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0142573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0141066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0137483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0142923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0140652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.080795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.08920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.08028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.08175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01566208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01598449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01757238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01797904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01748257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01843869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0117562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.403973
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0117562
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0117562
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0117562
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,639,194
Liabilities
$0
Net assets
$1,639,194
Revenue
$34,289
Expenses
$128,725
Net income
-$94,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17$0.18$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.24$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.04$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.21$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.20$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$0.18$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14