Civic Intelligence

The Coby Foundation Ltd

990PF • Fiscal year 2023 • EIN 13-3781874

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
2218 Broadway Suite 143New York, NY 10024

(646) 504-5450

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2023 filings • NTEE A • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

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

2023 filings • NTEE A • $10M-$25M nonprofits • Source year 2023

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2023 filings • NTEE A • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$90,432

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2023 filings • NTEE A • $10M-$25M nonprofits • Source year 2023

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

27th percentile

-21%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$13,990,851

Up $720,017 (+5.4%) from 2022

Net Assets

Up

$13,990,851

Up $720,017 (+5.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin84th percentile

Revenue

Down

$1,707,024

Down $443,325 (-21%) from 2022

Expenses

Up

$1,066,251

Up $296,306 (+38%) from 2022

Net Income

Down

$640,773

Down $739,631 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,552,361Liabilities 2011: $02011Assets 2012: $7,257,821Liabilities 2012: $0Net Assets 2012: $7,257,8212012Assets 2013: $7,505,526Liabilities 2013: $0Net Assets 2013: $7,505,5262013Assets 2014: $8,370,246Liabilities 2014: $0Net Assets 2014: $8,370,2462014Assets 2015: $8,773,396Liabilities 2015: $0Net Assets 2015: $8,773,3962015Assets 2016: $8,213,460Liabilities 2016: $0Net Assets 2016: $8,213,4602016Assets 2019: $9,772,923Liabilities 2019: $0Net Assets 2019: $9,772,9232019Assets 2020: $10,265,866Liabilities 2020: $0Net Assets 2020: $10,265,8662020Assets 2021: $11,927,255Liabilities 2021: $0Net Assets 2021: $11,927,2552021Assets 2022: $13,270,834Liabilities 2022: $0Net Assets 2022: $13,270,8342022Assets 2023: $13,990,851Liabilities 2023: $0Net Assets 2023: $13,990,8512023Assets 2024: $16,785,774Liabilities 2024: $0Net Assets 2024: $16,785,7742024

Highlighted filing

2023

Assets$13,990,851
Liabilities$0
Net Assets$13,990,851
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $416,232Expenses 2011: $516,124Net Income 2011: -$99,8922011Expenses 2012: $506,7132012Revenue 2013: $819,248Expenses 2013: $571,543Net Income 2013: $247,7052013Revenue 2014: $1,536,243Expenses 2014: $605,953Net Income 2014: $930,2902014Revenue 2015: $1,106,614Expenses 2015: $711,739Net Income 2015: $394,8752015Revenue 2016: $191,474Expenses 2016: $751,410Net Income 2016: -$559,9362016Revenue 2019: $794,606Expenses 2019: $999,545Net Income 2019: -$204,9392019Revenue 2020: $1,293,659Expenses 2020: $800,716Net Income 2020: $492,9432020Revenue 2021: $2,563,995Expenses 2021: $902,606Net Income 2021: $1,661,3892021Revenue 2022: $2,150,349Expenses 2022: $769,945Net Income 2022: $1,380,4042022Revenue 2023: $1,707,024Expenses 2023: $1,066,251Net Income 2023: $640,7732023Revenue 2024: $3,937,234Expenses 2024: $1,165,114Net Income 2024: $2,772,1202024

Highlighted filing

2023

Revenue$1,707,024
Expenses$1,066,251
Net Income$640,773
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARD L E MINTZExecutive Director-$90,432-$90,432
DR LESLIE SHANKENChairman-$0--
MARTHA C HOWELLDirector-$0--
DR CAROL GRONEMANDirector-$0--
BROOKE PICKERING-COLEDirector-$0--
SCOTT I FULMERVice President-$0--
LEA PAINE HIGHETTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWinterthur Museum Garden LibraryExhibition-Winterthur, DE, US$75,000
Paid GrantFabric Workshop and MuseumExhibition-Philadelphia, PA, US$60,000
Paid GrantScience History InstituteExhibition-Philadelphia, PA, US$60,000
Paid GrantGWU Textile MuseumExhibition-Washington, DC, US$50,000
Paid GrantMadison Square ConservancyExhibition-New York, NY, US$50,000
Paid GrantMuseum of Fine Arts BostonExhibition-Boston, MA, US$50,000
Paid GrantThe Museum at FITExhibition-New York, NY, US$50,000
Paid GrantEverson MuseumExhibition-Syracuse, NY, US$45,000
Paid GrantMass MoCAExhibition-Adams, MA, US$40,000
Paid GrantRISD MuseumExhibition-Providence, RI, US$40,000
Paid GrantNewark Museum of ArtExhibition-Newark, NJ, US$30,000
Paid GrantThe SembrichExhibition-Bolton Landing, NY, US$30,000
Paid GrantConcord MuseumExhibition-Concord, MA, US$25,000
Paid GrantFuller Craft MuseumExhibition-Brockton, MA, US$25,000
Paid GrantMoMA PS1Exhibition-Queens, NY, US$25,000
Paid GrantSmithsonian National Museum American IndianExhibition-Washington, DC, US$25,000
Paid GrantUniversity of Art MuseumExhibition-Albany, NY, US$25,000
Paid GrantMichener Art MuseumExhibition-Doylestown, PA, US$20,000
Paid GrantAllentown Arts MuseumGeneral Support-Allentown, PA, US$15,000
Paid GrantThousand Islands Arts CenterExhibition-Clayton, NY, US$7,500
Paid GrantRiver Valley Arts CollectiveExhibition-Katonah, NY, US$5,000
Paid GrantGreater Hudson Heritage NetworkExhibition-Elmsford, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
The Coby Foundation Ltd
EIN
13-3781874
In Care Of
% MARGI HOFER
Phone
6465045450
Address
2218 Broadway Suite 143, NEW YORK, NY 10024

Signing Officer

Name
Ward Mintz
Title
Executive Director
Phone
2127417022
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
200 PARK AVENUE 38TH FLOOR, NEW YORK, NY 10166
Preparer
Liliana Lopez
Phone
2128858000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20265726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21544394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22332218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23598403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24763938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2595118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26243174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27424813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28374400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm012394 WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11004 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23211 CAPITAL ONE FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm310390 COMCAST CORP CI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41139 AON PLC/IRELAND A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54974 ALPHABET INC (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62277 ALPHABET, INC (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78026 AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8990 ANTHEM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9257 CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109347 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117826 CONOCOPHILLIPS (COP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121563 THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137714 DISH NETWORK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14592 EVOLUTION GAMING GROUP-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152541 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165147 GENERAL ELECTRIC CO. (GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171631 GOLDMAN SACHS GROUP INC (
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181852 HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194604 LIBERTY BROADBAND (LBRDK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201455 MARRIOT INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212997 MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223118 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231293 NETFLIX COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24769 VISA INC-CLASS A SHRS (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251202 IAC/INTERACTIVE COM (IAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261952 WOODWARD GOVERNOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm277325 AERCAP HOLDING NV (AER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2855835 PROSUS NV (PROSY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2913560 SAFRAN SA (SAFRY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301860 NASPERS LIMITED (NPSNY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3111610 SHELL PLC ADR (SHEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321593 OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3326346 BAYER A G SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342748 SAP AKIENGESELLSCHAFT SPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm353600 TAIWAN SEMICONDUCTOR MFG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MILLENNIUM INTERNATIONAL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017527
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01424370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt045216
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045216
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt090432
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0753500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0753500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0169421
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0169421
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0640773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04007362
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0113233
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0113233
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01424370
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01576837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt072043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt072044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0144087
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04163
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt055760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0884467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0130187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01066251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01707024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01707024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0130967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0130187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0312751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02740852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2782883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0492006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-33374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3965619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0492006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-33374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3965619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03232858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2749509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3965619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BNY MELLON #7360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BNY MELLON #4050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BNY MELLON #4050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MILLENNIUM INTERNATIONAL LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01424370
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0640773
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt079244
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013990851
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013270834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013990851
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0883587
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0883587
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0883587
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0905505
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021918
IRS990PF/DistributableAmountGrp/TotalTaxAmt021918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt026494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt026494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021918
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048412
IRS990PF/FMVAssetsEOYAmt019825165
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01851914
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0399531
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0399531
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02250062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03568561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03516643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08727901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08994926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014881158
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013270834
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013990851
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0440957
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01027833
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01027833
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013270834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013990851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019825165
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013270834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013990851
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013270834
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013990851
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018385894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02207438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016178456
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0275788
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0905505
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018110106
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018385894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt34.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt44.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt54.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt64.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt490432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR LESLIE SHANKEN

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,990,851
Liabilities
$0
Net assets
$13,990,851
Revenue
$1,707,024
Expenses
$1,066,251
Net income
$640,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$3.94$1.17$2.77
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.71$1.07$0.64
2022Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$2.15$0.77$1.38
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.56$0.90$1.66
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.29$0.80$0.49
2019Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$0.79$1.00$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.19$0.75$0.56
2015Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$1.11$0.71$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$1.54$0.61$0.93
2013Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.82$0.57$0.25
2012Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.51
2011Summary only. Only limited summary data is available for this year.$6.55$0.00$0.42$0.52$0.10