Civic Intelligence

Alice Rosenwald Fund

EIN 13-3174406 • New York, NY

733 Third AvenueNew York, NY 10017
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

1st percentile

-693%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-9.0%

Faster asset growth than 10% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$14,954,387

Down $755,102 (-4.8%) from 2023

Liabilities

Up

$2,304

Up $2,304 from 2023

Net Assets

Down

$14,952,083

Down $757,406 (-4.8%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Up

$860,127

Up $635,664 (+283%) from 2023

Expenses

Down

$1,617,533

Down $162,590 (-9.1%) from 2023

Net Income

Up

-$757,406

Up $798,254 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $1,592,173Liabilities 2011: $9292011Assets 2012: $11,639,269Liabilities 2012: $02012Assets 2013: $18,522,286Liabilities 2013: $02013Assets 2014: $20,125,186Liabilities 2014: $02014Assets 2015: $20,368,953Liabilities 2015: $02015Assets 2019: $17,954,257Liabilities 2019: $02019Assets 2020: $17,104,656Liabilities 2020: $02020Assets 2021: $17,672,473Liabilities 2021: $0Net Assets 2021: $17,672,4732021Assets 2022: $17,265,149Liabilities 2022: $0Net Assets 2022: $17,265,1492022Assets 2023: $15,709,489Liabilities 2023: $0Net Assets 2023: $15,709,4892023Assets 2024: $14,954,387Liabilities 2024: $2,304Net Assets 2024: $14,952,0832024

Latest loaded filing

2024

Assets$14,954,387
Liabilities$2,304
Net Assets$14,952,083
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $44,271Expenses 2011: $27,688Net Income 2011: $16,5832011Revenue 2012: $10,169,399Expenses 2012: $60,066Net Income 2012: $10,109,3332012Revenue 2013: $8,014,705Expenses 2013: $783,968Net Income 2013: $7,230,7372013Revenue 2014: $1,966,383Expenses 2014: $1,165,017Net Income 2014: $801,3662014Revenue 2015: $2,513,188Expenses 2015: $1,131,893Net Income 2015: $1,381,2952015Revenue 2019: $1,518,827Expenses 2019: $1,491,913Net Income 2019: $26,9142019Revenue 2020: $759,897Expenses 2020: $1,588,668Net Income 2020: -$828,7712020Revenue 2021: $1,896,757Expenses 2021: $1,368,478Net Income 2021: $528,2792021Revenue 2022: $1,085,661Expenses 2022: $1,492,985Net Income 2022: -$407,3242022Revenue 2023: $224,463Expenses 2023: $1,780,123Net Income 2023: -$1,555,6602023Revenue 2024: $860,127Expenses 2024: $1,617,533Net Income 2024: -$757,4062024

Latest loaded filing

2024

Revenue$860,127
Expenses$1,617,533
Net Income-$757,406
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.86$1.62$0.76
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.22$1.78$1.56
2022Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.09$1.49$0.41
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.90$1.37$0.53
2020Summary only. Only limited summary data is available for this year.$17.1$0.00$0.76$1.59$0.83
2019Summary only. Only limited summary data is available for this year.$18.0$0.00$1.52$1.49$0.03
2015Summary only. Only limited summary data is available for this year.$20.4$0.00$2.51$1.13$1.38
2014Summary only. Only limited summary data is available for this year.$20.1$0.00$1.97$1.17$0.80
2013Summary only. Only limited summary data is available for this year.$18.5$0.00$8.01$0.78$7.23
2012Summary only. Only limited summary data is available for this year.$11.6$0.00$10.2$0.06$10.1
2011Summary only. Only limited summary data is available for this year.$1.59$0.00$0.04$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE ROSENWALDPresident & Director-$0--
MARIA CHRINVice President & Director-$0--
JAMES LEDLEYSecretary & Director-$0--
JOEL ZBARTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTEP BY STEP SUPPORTED LIVING INCGENERAL SUPPORTPCBROOKLINE, MA, US$1,250,000
Paid GrantSTEP BY STEP SUPPORTED LIVING INCGENERAL SUPPORTPCBROOKLINE, MA, US$200,000
Paid GrantMCLEAN HOSPITALGENERAL SUPPORTPCBELMONT, MA, US$25,000
Paid GrantMCLEAN HOSPITALGENERAL SUPPORTPCBELMONT, MA, US$25,000
Paid GrantMCLEAN HOSPITALGENERAL SUPPORTPCBELMONT, MA, US$25,000
Paid GrantMCLEAN HOSPITALGENERAL SUPPORTPCBELMONT, MA, US$25,000
Paid GrantBRIGHAM AND WOMEN'S HOSPITALGENERAL SUPPORTPCBOSTON, MA, US$15,000
Paid GrantJCC ROCKLANDGENERAL SUPPORTPCWEST NYACK, NY, US$6,000
Paid GrantAMATEUR ASTRONOMERS ASSOCIATIONGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantBRIGHAM AND WOMEN'S HOSPITALGENERAL SUPPORTPCBOSTON, MA, US$5,000
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantLIFE RECAPTURED INCGENERAL SUPPORTPCMERRITT ISLAND, FL, US$5,000
Paid GrantLIFE RECAPTURED INCGENERAL SUPPORTPCMERRITT ISLAND, FL, US$5,000
Paid GrantNEWYORK-PRESBYTERIANGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantNEWYORK-PRESBYTERIANGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantNEWYORK-PRESBYTERIANGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantNEWYORK-PRESBYTERIANGENERAL SUPPORTPCNEW YORK, NY, US$2,500
Paid GrantAMATEUR ASTRONOMERS ASSOCIATIONGENERAL SUPPORTPCNEW YORK, NY, US$1,000
Paid GrantOLA OF EASTERN LONG ISLANDGENERAL SUPPORTPCSAGAPONACK, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
Alice Rosenwald Fund
EIN
13-3174406
Phone
2128914054
Address
733 THIRD AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Alice Rosenwald
Title
President
Phone
2128914054
Signed
2026-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Cindy Feder
Phone
2129498700
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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/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-8849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-28232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0130554
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0130554
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01683877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0211951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01905427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02098236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02100765
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0211951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0269927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03505079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1391416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt075677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11207628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2221692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-8852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt075677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11207628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2221692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-8852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt610241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03580756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11599044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2221692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ST THRU PARTNERSHIPS (NON-UBTI)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LT THRU PARTNERSHIPS (NON-UBTI)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEC 1231 THRU PARTNERSHIPS (NON-UBTI)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ADDITIONAL GAIN ON DISPOSITION OF PARTNERSHIP INTEREST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01512363
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt081651
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0195338
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015147421
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014952083
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015147421
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01497514
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01497514
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01497514
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01523733
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026219
IRS990PF/DistributableAmountGrp/TotalTaxAmt026219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028868
IRS990PF/FMVAssetsEOYAmt029394887
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt049409
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt049409
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014902674
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015098012
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010786
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037310
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01004193
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01006584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02465779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01919364
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09946806
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07046922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06477584
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012647001
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02304
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0161050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0161050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014954387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015147421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029394887
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014954387
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015147421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014952083
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015147421
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05262642
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05547920
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt05596136
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt030938738
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171955
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029446864
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0464081
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01319919
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01523733
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030474657
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt030938738
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CIRCLE WEALTH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1EISNERAMPER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0130484
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt189451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST CUSTODY SVCS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1TAX&ACCOUNTING SVCS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt047 MAPLE ST STE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1733 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SUMMIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0079012571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALICE ROSENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIA CHRIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES LEDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOEL ZBAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O EISNER ADVISORY GROUP LLC 733
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O EISNER ADVISORY GROUP LLC 733
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O EISNER ADVISORY GROUP LLC 733
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O EISNER ADVISORY GROUP LLC 733
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3THIRD 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/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01683877
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01683877
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00

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