Civic Intelligence

The Samuel K Ohlstein Foundation Inc

990PF • Fiscal year 2014 • EIN 13-3702716

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization Profile
1693 County RoadEast Montpelier, VT 05602

(201) 327-0400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

100th percentile

363%

Higher net margin than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$50,627

Down $11,837 (-19%) from 2013

Net Assets

Down

$50,627

Down $11,837 (-19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,262

Down $3,299 (-8916%) from 2013

Expenses

Up

$8,575

Up $283 (+3.4%) from 2013

Net Income

Down

-$11,837

Down $3,582 (-43%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2011: $77,895Liabilities 2011: $02011Assets 2012: $70,719Liabilities 2012: $0Net Assets 2012: $70,7192012Assets 2013: $62,464Liabilities 2013: $0Net Assets 2013: $62,4642013Assets 2014: $50,627Liabilities 2014: $0Net Assets 2014: $50,6272014Assets 2015: $50,651Liabilities 2015: $0Net Assets 2015: $50,6512015Assets 2016: $48,748Liabilities 2016: $0Net Assets 2016: $48,7482016Assets 2017: $43,665Liabilities 2017: $0Net Assets 2017: $43,6652017Assets 2018: $40,642Liabilities 2018: $0Net Assets 2018: $40,6422018Assets 2019: $35,936Liabilities 2019: $0Net Assets 2019: $35,9362019Assets 2020: $31,142Liabilities 2020: $0Net Assets 2020: $31,1422020Assets 2022: $27,657Liabilities 2022: $0Net Assets 2022: $27,6572022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$50,627
Liabilities$0
Net Assets$50,627
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,798Expenses 2011: $5,362Net Income 2011: -$3,5642011Expenses 2012: $12,8662012Revenue 2013: $37Expenses 2013: $8,292Net Income 2013: -$8,2552013Revenue 2014: -$3,262Expenses 2014: $8,575Net Income 2014: -$11,8372014Revenue 2015: $7,518Expenses 2015: $7,494Net Income 2015: $242015Revenue 2016: $1,256Expenses 2016: $3,159Net Income 2016: -$1,9032016Revenue 2017: $599Expenses 2017: $5,682Net Income 2017: -$5,0832017Revenue 2018: $1,443Expenses 2018: $4,466Net Income 2018: -$3,0232018Revenue 2019: $1,471Expenses 2019: $6,177Net Income 2019: -$4,7062019Revenue 2020: $123Expenses 2020: $4,917Net Income 2020: -$4,7942020Revenue 2022: $775Expenses 2022: $3,356Net Income 2022: -$2,5812022Revenue 2023: -$576Expenses 2023: $27,081Net Income 2023: -$27,6572023

Highlighted filing

2014

Revenue-$3,262
Expenses$8,575
Net Income-$11,837
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W OHLSTEINPres/TreasPT$0--
Filing and Contact Details

Filer

Filer Name
The Samuel K Ohlstein Foundation I
EIN
13-3702716
Address
1693 COUNTY ROAD, EAST MONTPELIER, VT 05602

Signing Officer

Name
Robert W Ohlstein
Title
Pres/treas
Signed
2015-08-18

Preparer

Firm
Weber Shapiro & Company Llp
Address
900C LAKE ST, RAMSEY, NJ 07446-1246
Preparer
Mark S Weber
Phone
2013270400
Raw XML Appendix335 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/Amt03250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0WELLS FARGO ADVISORS ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WELLS FARGO ADVISORS LT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2WELLS FARGO ADVISORS - OENOK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3WELLS FARGO ADVISORS - LINN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17817
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt28362
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt35704
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt05220
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt16714
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt28286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt33425
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-3096
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-76
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-2279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt028537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt039083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN ONEOK PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02163
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6554
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 INCOME - DISPOSAL OF PTPS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1K-1 LOSS FROM LINN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2K-1 LOSS FROM ONEK
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02240
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-522
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-1700
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-4372
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-4372
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02182
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02163
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02163
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02163
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11837
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023645
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6554
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-3262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11837
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050627
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062464
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt050627
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03231
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03231
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03231
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03271
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/DistributableAmountGrp/TotalTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047
IRS990PF/FMVAssetsEOYAmt061173
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025460
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022090
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt028287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028537
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt039083
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08717
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt062464
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt050627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt062464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt061173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt062464
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050627
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt062464
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt050627
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt066425
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt058193
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0996
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03271
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt065429
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt066425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W OHLSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01693 COUNTY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EAST MONTPELIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005602
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.079989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.126433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.079150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.079471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt065429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt068702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt073818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0112576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt083841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt090033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.399946
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04860
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04860
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04860
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/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/IndividualWithBooksNm0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0236 SADDLE RIVER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SADDLE RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02017887340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VERMONT FOODBANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARCH OF DIMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPECIAL OLYMPICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JUDES CHILDRENS HOSP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WOUNDED WARRIORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6AMERICAN LUNG ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0137 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11275 MAMARONECK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 381
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33 PRINCESS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 758517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt655 W WACKER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTPELIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WHITE PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAWRENCEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd205402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd566675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04860
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/AppliedToCurrentYearAmt03231
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010490
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01575
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04860
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01629
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08861
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02240
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-522
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-1700
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME - DISPOSAL OF PTPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 LOSS FROM LINN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 LOSS FROM ONEK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02240
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-522
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0165
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NYS LAW
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0165
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W OHLSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMUEL K OHLSTEIN FOUNDATION I
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0133702716
ReturnHeader/Filer/USAddress/AddressLine1Txt01693 COUNTY ROAD
ReturnHeader/Filer/USAddress/CityNm0EAST MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223338510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBER SHAPIRO & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900C LAKE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAMSEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0074461246
ReturnHeader/PreparerPersonGrp/PhoneNum02013270400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S WEBER
ReturnHeader/ReturnTs02015-08-24T14:21:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,627
Liabilities
$0
Net assets
$50,627
Revenue
-$3,262
Expenses
$8,575
Net income
-$11,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.58$27.1$27.7
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$0.78$3.36$2.58
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$0.12$4.92$4.79
2019Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$1.47$6.18$4.71
2018Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$1.44$4.47$3.02
2017Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$0.60$5.68$5.08
2016Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$1.26$3.16$1.90
2015Detailed filing. Detailed filing data is available for this year.$50.7$0.00$50.7$7.52$7.49$0.02
2014Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$3.26$8.58$11.8
2013Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$0.04$8.29$8.26
2012Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$12.9
2011Summary only. Only limited summary data is available for this year.$77.9$0.00$1.80$5.36$3.56