Civic Intelligence

The Bert & Sandra Wasserman Foundation Inc

990PF • Fiscal year 2016 • EIN 13-3961422

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

Organization Profile
370 Lexington Avenue No 310New York, NY 10017

(212) 275-1500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Net Margin

30th percentile

-42%

Higher net margin than 30% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$13,571,608

Down $85,433 (-0.6%) from 2015

Net Assets

Down

$13,571,608

Down $85,433 (-0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$837,323

Down $2,004,023 (-71%) from 2015

Expenses

Down

$1,189,979

Down $315,605 (-21%) from 2015

Net Income

Down

-$352,656

Down $1,688,418 (-126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2011: $10,897,240Liabilities 2011: $02011Assets 2012: $11,130,405Liabilities 2012: $02012Assets 2013: $12,390,597Liabilities 2013: $02013Assets 2014: $12,915,972Liabilities 2014: $0Net Assets 2014: $12,915,9722014Assets 2015: $13,657,041Liabilities 2015: $0Net Assets 2015: $13,657,0412015Assets 2016: $13,571,608Liabilities 2016: $0Net Assets 2016: $13,571,6082016Assets 2017: $14,154,454Liabilities 2017: $0Net Assets 2017: $14,154,4542017Assets 2018: $15,072,243Liabilities 2018: $0Net Assets 2018: $15,072,2432018Assets 2019: $15,899,871Liabilities 2019: $0Net Assets 2019: $15,899,8712019Assets 2020: $16,179,758Liabilities 2020: $0Net Assets 2020: $16,179,7582020Assets 2021: $17,694,295Liabilities 2021: $0Net Assets 2021: $17,694,2952021Assets 2022: $18,366,271Liabilities 2022: $0Net Assets 2022: $18,366,2712022Assets 2023: $19,567,318Liabilities 2023: $0Net Assets 2023: $19,567,3182023Assets 2024: $25,829,641Liabilities 2024: $0Net Assets 2024: $25,829,6412024

Highlighted filing

2016

Assets$13,571,608
Liabilities$0
Net Assets$13,571,608
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,685,344Expenses 2011: $1,191,673Net Income 2011: $493,6712011Revenue 2012: $1,811,705Expenses 2012: $1,165,025Net Income 2012: $646,6802012Revenue 2013: $1,970,422Expenses 2013: $701,616Net Income 2013: $1,268,8062013Revenue 2014: $2,365,996Expenses 2014: $1,323,609Net Income 2014: $1,042,3872014Revenue 2015: $2,841,346Expenses 2015: $1,505,584Net Income 2015: $1,335,7622015Revenue 2016: $837,323Expenses 2016: $1,189,979Net Income 2016: -$352,6562016Revenue 2017: $1,758,273Expenses 2017: $769,830Net Income 2017: $988,4432017Revenue 2018: $1,611,041Expenses 2018: $973,964Net Income 2018: $637,0772018Revenue 2019: $1,062,162Expenses 2019: $226,078Net Income 2019: $836,0842019Revenue 2020: $752,229Expenses 2020: $422,186Net Income 2020: $330,0432020Revenue 2021: $1,924,650Expenses 2021: $390,804Net Income 2021: $1,533,8462021Revenue 2022: $945,184Expenses 2022: $249,424Net Income 2022: $695,7602022Revenue 2023: $1,499,816Expenses 2023: $378,594Net Income 2023: $1,121,2222023Revenue 2024: $6,597,852Expenses 2024: $464,754Net Income 2024: $6,133,0982024

Highlighted filing

2016

Revenue$837,323
Expenses$1,189,979
Net Income-$352,656
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA K WASSERMANPres/Treas/Director-$0--
DEBRA WASSERMANVice Pres/Secy/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Bert & Sandra Wasserman Foundation
EIN
13-3961422
Phone
2122751500
Address
370 LEXINGTON AVENUE NO 310, NEW YORK, NY 10017

Signing Officer

Name
Sandra K Wasserman
Title
Director
Phone
2122751500
Signed
2017-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Tag Associates LLC
Address
810 SEVENTH AVENUE SUITE 700, NEW YORK, NY 10019
Preparer
Adam Fedechko
Phone
2122751500
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-16758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3478097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-16758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3478097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt427893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0403541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12194426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3478097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS - SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS - SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AVENUE EUROPE CAPITAL SOLUTIONS-PFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS - SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBS - SEE ATTACHMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0464260
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-352656
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0267223
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013571608
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013657041
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013571608
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0830975
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0830975
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0830975
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0847545
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016570
IRS990PF/DistributableAmountGrp/TotalTaxAmt016570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt022000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017679
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039679
IRS990PF/FMVAssetsEOYAmt017605952
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013657041
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013571608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02269534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01760043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01775276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010639853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011250003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015259285
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0433671
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0343230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0353059
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0313983
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0218332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0218332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013657041
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013571608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017605952
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013657041
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013571608
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013657041
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013571608
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017209026
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0376448
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016832578
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0258135
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0847545
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016950891
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017209026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA K WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBRA WASSERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES/SECY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O TAG ASSOCIATES 810 7TH AVE 7TH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O TAG ASSOCIATES 810 7TH AVE 7TH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01423366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01431651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01475390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01311600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0681950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01130930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01150666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.083970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.087416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.090238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.094248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.100750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016950891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016877894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014534967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014448596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011999554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011420955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01148350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.419850
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01148350
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01148350
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01148350
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PRIOR YEAR OVER PAYMENT
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TAG ASSOCIATES LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0810 SEVENTH AVENUE SUITE 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010019
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,571,608
Liabilities
$0
Net assets
$13,571,608
Revenue
$837,323
Expenses
$1,189,979
Net income
-$352,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$6.60$0.46$6.13
2023Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.50$0.38$1.12
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.95$0.25$0.70
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.92$0.39$1.53
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.75$0.42$0.33
2019Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.06$0.23$0.84
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.61$0.97$0.64
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.76$0.77$0.99
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.84$1.19$0.35
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$2.84$1.51$1.34
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$2.37$1.32$1.04
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$1.97$0.70$1.27
2012Summary only. Only limited summary data is available for this year.$11.1$0.00$1.81$1.17$0.65
2011Summary only. Only limited summary data is available for this year.$10.9$0.00$1.69$1.19$0.49