Civic Intelligence

The Litterman Family Foundation

EIN 13-3805239 • New York, NY

PO Box 73 Bowling Green StationNew York, NY 10274-0073
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-174%

Higher net margin than 8% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-31%

Faster asset growth than 4% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-62%

Faster revenue growth than 10% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$2,864,285

Up $106,619 (+3.9%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin8th percentile

Revenue

Up

$1,369,668

Up $805,219 (+143%) from 2022

Expenses

Up

$1,263,049

Up $609,378 (+93%) from 2022

Net Income

Up

$106,619

Up $195,841 (+219%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,667,645Liabilities 2011: $02011Assets 2012: $6,911,353Liabilities 2012: $02012Assets 2013: $6,974,580Liabilities 2013: $02013Assets 2014: $5,784,018Liabilities 2014: $02014Assets 2015: $7,146,950Liabilities 2015: $02015Assets 2019: $2,799,428Liabilities 2019: $1Net Assets 2019: $2,799,4282019Assets 2020: $2,774,053Liabilities 2020: $1Net Assets 2020: $2,774,0532020Assets 2021: $3,159,311Liabilities 2021: $1Net Assets 2021: $3,159,3112021Assets 2022: $2,757,666Liabilities 2022: $0Net Assets 2022: $2,757,6662022Assets 2023: $2,864,285Liabilities 2023: $12023

Latest loaded filing

2023

Assets$2,864,285
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,823,091Expenses 2011: $931,501Net Income 2011: $1,891,5902011Revenue 2012: $74Expenses 2012: $756,366Net Income 2012: -$756,2922012Revenue 2013: $414,276Expenses 2013: $351,049Net Income 2013: $63,2272013Revenue 2014: $398,592Expenses 2014: $1,589,154Net Income 2014: -$1,190,5622014Revenue 2015: $4,431,092Expenses 2015: $1,442,930Net Income 2015: $2,988,1622015Revenue 2019: $994,383Expenses 2019: $2,140,031Net Income 2019: -$1,145,6482019Revenue 2020: $704,798Expenses 2020: $580,935Net Income 2020: $123,8632020Revenue 2021: $1,263,404Expenses 2021: $472,543Net Income 2021: $790,8612021Revenue 2022: $564,449Expenses 2022: $653,671Net Income 2022: -$89,2222022Revenue 2023: $1,369,668Expenses 2023: $1,263,049Net Income 2023: $106,6192023

Latest loaded filing

2023

Revenue$1,369,668
Expenses$1,263,049
Net Income$106,619
Open 2023 Filing

Filings

Most recent year

2024 • 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
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.00$1.37$1.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.56$0.65$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$1.26$0.47$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.70$0.58$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.99$2.14$1.15
2015Summary only. Only limited summary data is available for this year.$7.15$0.00$4.43$1.44$2.99
2014Summary only. Only limited summary data is available for this year.$5.78$0.00$0.40$1.59$1.19
2013Summary only. Only limited summary data is available for this year.$6.97$0.00$0.41$0.35$0.06
2012Summary only. Only limited summary data is available for this year.$6.91$0.00$0.00$0.76$0.76
2011Summary only. Only limited summary data is available for this year.$7.67$0.00$2.82$0.93$1.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT LITTERMANTrustee-$0--
MARY LITTERMANTrustee-$0--
NADIA K LITTERMANTrustee-$0--
ADAM J LITTERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Litterman Family Foundation
EIN
13-3805239
In Care Of
% GOLDMAN SACHS PFO
Phone
2129028711
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Robert Litterman
Title
Trustee
Phone
2129028711
Signed
2025-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Christine W Diionna
Phone
2127733000
Raw XML Appendix301 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
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NEW JERSEY NO LONGER REQUIRES A FILING OR REGISTRATION FOR THIS FOUNDATION, SINCE THE FOUNDATION DOES NOT RECEIVE CONTRIBUTIONS IN EXCESS OF $10,000 FROM OUTSIDE SOURCES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BROOKFIELD ASSSET MGMT IN CMN
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT LITTERMAN
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 WEST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0new york
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010282
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GOLDMAN SACHS PFO
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129028711
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT LITTERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01390500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 73 Bowling Green Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0102740073
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01390500
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/AppliedToCurrentYearAmt0332147
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0332147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0908532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0281180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt073708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0298663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01868948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01868948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02628353
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01066270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0908532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0281180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt073708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0298663
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01398417
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01066270
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04497301
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03431031
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt013000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Litterman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129028711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Litterman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0133805239
ReturnHeader/Filer/InCareOfNm0% GOLDMAN SACHS PFO
ReturnHeader/Filer/PhoneNum02129028711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 73 Bowling Green Station
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine W Diionna
ReturnHeader/ReturnTs02025-02-04T09:20:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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