Civic Intelligence

Leon and Toby Cooperman Family Foundation

990PF • Fiscal year 2021 • EIN 13-3102941

Feb 01, 2020 to Jan 31, 2021 • Filed on Oct 19, 2021

Organization Profile
C/O Gittelman CO Pc PO Box 2369Clifton, NJ 07015

(973) 778-8885

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

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

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

7th percentile

-20%

Higher net margin than 7% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

9th percentile

-2.1%

Faster asset growth than 9% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-53%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$400,740,974

Down $8,580,048 (-2.1%) from 2020

Net Assets

Down

$400,740,974

Down $8,580,048 (-2.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin7th percentile

Revenue

Down

$19,332,512

Down $21,572,939 (-53%) from 2020

Expenses

Down

$23,279,332

Down $581,213 (-2.4%) from 2020

Net Income

Down

-$3,946,820

Down $20,991,726 (-123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$600M$400M$200M$0Assets 2012: $147,226,540Liabilities 2012: $02012Assets 2013: $196,432,609Liabilities 2013: $02013Assets 2014: $243,401,395Liabilities 2014: $02014Assets 2015: $286,974,518Liabilities 2015: $02015Assets 2016: $313,174,093Liabilities 2016: $0Net Assets 2016: $313,174,0932016Assets 2018: $380,136,755Liabilities 2018: $0Net Assets 2018: $380,136,7552018Assets 2019: $395,861,731Liabilities 2019: $0Net Assets 2019: $395,861,7312019Assets 2020: $409,321,022Liabilities 2020: $0Net Assets 2020: $409,321,0222020Assets 2021: $400,740,974Liabilities 2021: $0Net Assets 2021: $400,740,9742021Assets 2022: $399,538,762Liabilities 2022: $0Net Assets 2022: $399,538,7622022Assets 2023: $415,095,569Liabilities 2023: $0Net Assets 2023: $415,095,5692023Assets 2024: $433,657,872Liabilities 2024: $599,350Net Assets 2024: $433,058,5222024Assets 2025: $580,603,240Liabilities 2025: $0Net Assets 2025: $580,603,2402025

Highlighted filing

2021

Assets$400,740,974
Liabilities$0
Net Assets$400,740,974
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2012: $31,973,542Expenses 2012: $8,172,309Net Income 2012: $23,801,2332012Revenue 2013: $60,050,248Expenses 2013: $9,842,554Net Income 2013: $50,207,6942013Revenue 2014: $108,323,597Expenses 2014: $20,740,611Net Income 2014: $87,582,9862014Revenue 2015: $63,081,172Expenses 2015: $19,349,049Net Income 2015: $43,732,1232015Revenue 2016: $44,931,775Expenses 2016: $15,785,661Net Income 2016: $29,146,1142016Revenue 2018: $107,865,657Expenses 2018: $20,104,098Net Income 2018: $87,761,5592018Revenue 2019: $73,686,845Expenses 2019: $23,028,865Net Income 2019: $50,657,9802019Revenue 2020: $40,905,451Expenses 2020: $23,860,545Net Income 2020: $17,044,9062020Revenue 2021: $19,332,512Expenses 2021: $23,279,332Net Income 2021: -$3,946,8202021Revenue 2022: $28,802,319Expenses 2022: $30,004,531Net Income 2022: -$1,202,2122022Revenue 2023: $51,677,935Expenses 2023: $36,121,128Net Income 2023: $15,556,8072023Revenue 2024: $38,408,388Expenses 2024: $20,445,435Net Income 2024: $17,962,9532024Revenue 2025: $170,745,366Expenses 2025: $23,200,648Net Income 2025: $147,544,7182025

Highlighted filing

2021

Revenue$19,332,512
Expenses$23,279,332
Net Income-$3,946,820
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Oct 19, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON G COOPERMANTrustee-$0--
TOBY F COOPERMANTrustee-$0--
MICHAEL S COOPERMANTrustee-$0--
WAYNE M COOPERMANTrustee-$0--
JODI COOPERMANTrustee-$0--
COURTNEY COOPERMANTrustee-$0--
ANNE ARCHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Leon and Toby Cooperman
EIN
13-3102941
Phone
9737788885
Address
C/O GITTELMAN CO PC PO BOX 2369, CLIFTON, NJ 07015

Signing Officer

Name
Leon G Cooperman
Title
Trustee
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Gittelman & Company PC
Address
PO Box 2369, Clifton, NJ 07015
Preparer
Mark I Gittelman CPA
Phone
9737788885
Raw XML AppendixShowing 400 of 663 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/GainOrLossAmt28-328979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt301079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31210789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-215407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-181781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3123205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-393842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7384815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-259220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10881463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-8250777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1298139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14289711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-188299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-17299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-4830272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-2315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-227885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21100996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22152707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-510207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-4270040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-6405061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-16237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28-328979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt301079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05913315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2929361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3123205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5159211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6901514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75655065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104372305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11709385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1298139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145811285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17152707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201079
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/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd30P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INTERACTIVE BROKERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1283 CEDAR FAIR LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22146 PROSHARES ULTRA VIX ST FUTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33441 ASSOCIATED CAPITAL GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4192 MORGAN GROUP HOLDING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc58600 GAMCO INVESTORS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc695867 TETRAGON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75418332 AMERICAN NEWS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8100000 NABORS INDUSTRIES LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9900 POSTMEDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10391350 ASPEN GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111000000 GANNETT CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FORUM INTEGRATED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FORUM INTEGRATED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1455215.74 OCO OPPORTUNITIES OFFSHORE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15RIALTO MEZZANINE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16RREF II DOMESTIC INVESTORS PFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17RS LOW BETA OPPORTUNITY FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ATLAS RIVERSTONE LOAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19OFF ROAD S/H 1 LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL SPRING DIRECT LENDING PARTNERS U
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21TACONIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CHATHAM ASSET PRIVATE DEBT AND STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CHATHAM ASSET PRIVATE DEBT AND STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SECTION 1256 CONTRACTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25SECTION 1256 CONTRACTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26SECTION 1231 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CHATHAM ASSET PRIVATE DEBT AND STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CHATHAM ASSET PRIVATE DEBT AND STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29SECTION 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30RS LOW BETA OPPORTUNITY FUND LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-23801911
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4878856
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3946820
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04844017
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0210789
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0405584991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0409321022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0400740974
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020305611
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020305611
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020305611
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020767020
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0461409
IRS990PF/DistributableAmountGrp/TotalTaxAmt0461409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0336414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0597823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0200000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0461409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0336414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0461409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0461409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0797823
IRS990PF/FMVAssetsEOYAmt0431222676
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0276070458
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0270384200
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07541116
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0911078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0911078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0384124442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0390149701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0420631403
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0133250564
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0130356774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017655464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09680195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09680195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0409321022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0400740974
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0431222676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0409321022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0400740974
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0409321022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0400740974
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0421665382
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012483856
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0409181526
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06324981
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020767020
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0415340401
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0421665382
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0112500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt180000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2112500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0David Bloom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1Mary Ann Viscio
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm2Edward Levy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal and Compliance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Accounting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt020 West 71st St Apt 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1121 Theodore Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2415 Bath Club Blvd North
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Coram
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2North Redington Beac
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$400,740,974
Liabilities
$0
Net assets
$400,740,974
Revenue
$19,332,512
Expenses
$23,279,332
Net income
-$3,946,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$581$0.00$581$171$23.2$148
2024Detailed filing. Detailed filing data is available for this year.$434$0.60$433$38.4$20.4$18.0
2023Detailed filing. Detailed filing data is available for this year.$415$0.00$415$51.7$36.1$15.6
2022Detailed filing. Detailed filing data is available for this year.$400$0.00$400$28.8$30.0$1.20
2021Detailed filing. Detailed filing data is available for this year.$401$0.00$401$19.3$23.3$3.95
2020Detailed filing. Detailed filing data is available for this year.$409$0.00$409$40.9$23.9$17.0
2019Detailed filing. Detailed filing data is available for this year.$396$0.00$396$73.7$23.0$50.7
2018Detailed filing. Detailed filing data is available for this year.$380$0.00$380$108$20.1$87.8
2016Detailed filing. Detailed filing data is available for this year.$313$0.00$313$44.9$15.8$29.1
2015Summary only. Only limited summary data is available for this year.$287$0.00$63.1$19.3$43.7
2014Summary only. Only limited summary data is available for this year.$243$0.00$108$20.7$87.6
2013Summary only. Only limited summary data is available for this year.$196$0.00$60.1$9.84$50.2
2012Summary only. Only limited summary data is available for this year.$147$0.00$32.0$8.17$23.8
Peer Organizations

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