Civic Intelligence

Barry L and Jan R Zubrow Foundation

990PF • Fiscal year 2019 • EIN 13-3532026

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

C/O EY US LLP77 WATER STREET SuiteNew York, NY 10005

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-137%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Down

$2,752,897

Down $1,031,727 (-27%) from 2017

Net Assets

$2,752,897

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$385,920

Down $471,671 (-55%) from 2017

Expenses

Down

$913,469

Down $758,239 (-45%) from 2017

Net Income

Up

-$527,549

Up $286,568 (+35%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,113,184Liabilities 2011: $02011Assets 2012: $2,997,931Liabilities 2012: $02012Assets 2013: $2,601,666Liabilities 2013: $02013Assets 2014: $2,824,310Liabilities 2014: $02014Assets 2015: $4,769,219Liabilities 2015: $02015Assets 2017: $3,784,624Liabilities 2017: $02017Assets 2019: $2,752,897Liabilities 2019: $0Net Assets 2019: $2,752,8972019Assets 2020: $1,811,827Liabilities 2020: $0Net Assets 2020: $1,811,8272020Assets 2021: $1,424,577Liabilities 2021: $0Net Assets 2021: $1,424,5772021Assets 2022: $1,034,018Liabilities 2022: $0Net Assets 2022: $1,034,0182022Assets 2023: $870,808Liabilities 2023: $75,000Net Assets 2023: $795,8082023Assets 2024: $833,165Liabilities 2024: $0Net Assets 2024: $833,1652024

Highlighted filing

2019

Assets$2,752,897
Liabilities$0
Net Assets$2,752,897

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $378,008Expenses 2011: $1,904,336Net Income 2011: -$1,526,3282011Revenue 2012: $177,092Expenses 2012: $292,345Net Income 2012: -$115,2532012Revenue 2013: $2,155,492Expenses 2013: $883,557Net Income 2013: $1,271,9352013Revenue 2014: $1,754,942Expenses 2014: $353,568Net Income 2014: $1,401,3742014Revenue 2015: $4,113,904Expenses 2015: $1,008,978Net Income 2015: $3,104,9262015Revenue 2017: $857,591Expenses 2017: $1,671,708Net Income 2017: -$814,1172017Revenue 2019: $385,920Expenses 2019: $913,469Net Income 2019: -$527,5492019Revenue 2020: $302,578Expenses 2020: $1,243,648Net Income 2020: -$941,0702020Revenue 2021: $444,082Expenses 2021: $831,332Net Income 2021: -$387,2502021Revenue 2022: $775,987Expenses 2022: $942,915Net Income 2022: -$166,9282022Revenue 2023: $762,350Expenses 2023: $1,000,560Net Income 2023: -$238,2102023Revenue 2024: $975,560Expenses 2024: $938,203Net Income 2024: $37,3572024

Highlighted filing

2019

Revenue$385,920
Expenses$913,469
Net Income-$527,549
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY L ZUBROWTrustee/Part-Time-$0--
JAN ROCK ZUBROWTrustee/Part-Time-$0--
RICHARD M HAYDENTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Barry L and Jan R Zubrow Foundation
EIN
13-3532026
In Care Of
% EY US LLP
Phone
2124400800
Address
C/O EY US LLP77 WATER STREET Suite, NEW YORK, NY 10005

Signing Officer

Name
Barry Zubrow
Title
Trustee
Phone
2124400800
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
Jody C Krumholz Booth
Phone
2124400800
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ERNST & YOUNG US, LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11304650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13946489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt230237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE LONG POSITION I ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SEE LONG POSITION II ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EURO (CURRENCY)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0123051
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0262935
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03176
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SEC. 988 THRU PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PFIC INCOME THRU NEW NIB PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FOREIGN EXCHANGE GAIN ON EURO
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3SEC. 987 THRU PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt017
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1625
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-3909
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt325
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd301
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0385920
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0385920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0262935
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0849492
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0849492
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0123051
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0123051
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-527549
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0387514
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03176
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03176
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0262935
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0347353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-3242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-3242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025945
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0854902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0913469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0385920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0385920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0336671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-91443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0336671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-91443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0364746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF MARKETABLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GENERATION IM GL EQ - PARTIAL DISP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LTC(L) THRU PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0262935
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-527549
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02752897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03280446
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02752897
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0276921
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0276921
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0276921
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0283868
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06947
IRS990PF/DistributableAmountGrp/TotalTaxAmt06947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05595
IRS990PF/FMVAssetsEOYAmt05517096
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03280446
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02752897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01428309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01343919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03984309
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01397649
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01281522
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01405331
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0454488
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0127456
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0127456
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03280446
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02752897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05517096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03280446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02752897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03280446
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02752897
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05763820
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0264428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04037413
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt086457
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01461979
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0283868
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05677363
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05763820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY L ZUBROW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAN ROCK ZUBROW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD M HAYDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O ERNST YOUNG US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O ERNST YOUNG US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O ERNST YOUNG US LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt077 WATER STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt177 WATER STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt277 WATER STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210005
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0865417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0868891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01815510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01651790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0249205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01001755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0336392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.152433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.260607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.225135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.148279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.091376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05677363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06966455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07336899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06777961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06755888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03681412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0854902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.762164
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0854902
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0854902
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0854902
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt077 WATER STREET 9TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EY US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARRY L ZUBROW CO ERNST YOUNG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm177 WATER STREET 9TH FLOOR NEW YOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0849492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0849492
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0276921
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0276921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01501299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01287045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0682083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0155116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0155116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04048408
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0577981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01501299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01287045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0682083
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0854902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0577981
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04203524
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03625543
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0321333
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1275304
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2214498
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3586514
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ALESCO PREFERRED FUNDING VI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1GENERATION IM GLOBAL EQUITY FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2EMPORIA PREFERRED FUNDING I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3NEW NIB PARTNERS, LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0321333
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1266475
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2214498
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3479216
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt029333
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11091977
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2101777
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3182244
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORT DEDS THRU NEW NIB PTRS LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATION NOTICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FOREIGN TAX PAID THRU PTRSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0772
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12695
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23890
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3265
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32695
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43890
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5265
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SEC. 988 THRU PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SEC. 987 THRU PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FOREIGN EXCHANGE GAIN ON EURO
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ORD PFIC INC THRU PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt125
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-3909
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3625
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-3909
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022768
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13177
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GENERATION IM - MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NORTHERN TR - INV ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022768
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13177
TaxesSchedule/TaxesDetail/Amt020000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID:
TaxesSchedule/TaxesDetail/CategoryTxt1-BAL DUE W/ EXT FYE 6/30/2018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY ZUBROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARRY L AND JAN R ZUBROW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0133532026
ReturnHeader/Filer/InCareOfNm0% EY US LLP
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O EY US LLP77 WATER STREET Suite
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody C Krumholz Booth
ReturnHeader/ReturnTs02020-07-15T06:59:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings