The Fredman Lichtenstein Family

EIN 13-4131687 • 501(c)3 • New York, NY

Profile

Supports the mission of united jewish appeal-federation of jewish philanthropies of new york, inc., (uja-federation of new york).

Uja-fed Of Ny130 E 59 StNew York, NY 10022-1302

Siviq Scores

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

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

-547%

Higher net margin than 9% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

-15%

Faster asset growth than 29% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

-54%

Faster revenue growth than 25% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets85th percentile

Assets

Down

$141,215

Down $24,952 (-15%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$141,215

Down $24,952 (-15%) from 2023

Operations

Liabilities / Revenue85th percentile Net Margin9th percentile

Revenue

Down

$6,748

Down $7,816 (-54%) from 2023

Expenses

$43,641

Up $6,168 (+16%) from 2023

Net Income

Down

-$36,893

Down $13,984 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2024

Assets$141,215

Liabilities$0

Net Assets$141,215

Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2024

Revenue$6,748

Expenses$43,641

Net Income-$36,893

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $141,215
Liabilities: $0
Net assets: $141,215
Revenue: $6,748
Expenses: $43,641
Net income: -$36,893

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.41	$0.00	$1.41	$0.07	$0.44	$0.37
2023Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.15	$0.37	$0.23
2022Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.36	$0.51	$0.15
2021Detailed filing. Detailed filing data is available for this year.	$2.74	$0.08	$2.66	$0.55	$0.97	$0.42
2020Summary only. Only limited summary data is available for this year.	$3.01	$0.08		$0.31	$1.00	$0.69
2019Summary only. Only limited summary data is available for this year.	$3.85	$0.04		$0.06	$0.94	$0.88
2018Summary only. Only limited summary data is available for this year.	$4.73	$0.12		$0.32	$0.99	$0.67
2017Summary only. Only limited summary data is available for this year.	$5.20	$0.00	$5.20	$0.21	$1.01	$0.80
2016Summary only. Only limited summary data is available for this year.	$5.64	$0.00	$5.64	$0.12	$0.50	$0.37
2015Summary only. Only limited summary data is available for this year.	$6.26	$0.00	$6.26	$0.17	$0.65	$0.48
2014Summary only. Only limited summary data is available for this year.	$6.85	$0.07	$6.78	$0.09	$0.53	$0.44
2013Summary only. Only limited summary data is available for this year.	$6.27	$0.06	$6.21	$0.01	$0.55	$0.54
2012Summary only. Only limited summary data is available for this year.	$6.11	$0.03	$6.08	$0.07	$0.60	$0.53
2011Summary only. Only limited summary data is available for this year.	$6.94	$0.00	$6.94	$0.03	$0.57	$0.59

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To

Filing Snapshot

Filing Period: Jul 1, 2022 to Jun 30, 2023
Signed: May 13, 2024
Return Version: 2022v5.0
Gross Receipts: $48,606

Mission and Program Overview

Mission

Supports the mission of united jewish appeal-federation of jewish philanthropies of new york, inc., (uja-federation of new york).

Program Services

Description	Grants	Expenses
GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK, AND OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES.	$35,300	$35,300

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID LICHTENSTEIN	President/Trustee	-	$0	-	-
STANLEY BAUMBLATT	Secretary/Treasurer/Trustee	-	$0	-	-
RENA FREDMAN	Trustee	-	$0	-	-
ALAN A NADEL	Trustee	-	$0	-	-
WILLIAM D SAMERS	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Fredman Lichtenstein Family
EIN: 13-4131687
Phone: 2128361305
Address: UJA-FED OF NY130 E 59 ST, NEW YORK, NY 10022-1302

Signing Officer

Name: Stanley Baumblatt
Title: Secretary/treasurer/trustee
Phone: 2128361305
Signed: 2024-05-13

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 3,696.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: for general charitable purposes. Grantee name: hebrew institute of white plains. Grantee address: 20 greenridge avenue white plains, ny 10605. Grantee relationship: none. Date of gift: 03/07/23. Amount given: 27,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: for general charitable purposes. Grantee name: uja-federation of new york. Grantee address: 130 east 59th street new york, ny 10022. Grantee relationship: supported organization. Amount given: 6,300. Total included on form 990-ez, line 10: 33,800.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fee. Amount: 50.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 3,056.”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	UJA-FEDERATION OF NEW YORK
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2128361305
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	130 EAST 59TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	100221302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	186020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	166167
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	34042
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-22909
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	2123
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	186020
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	166167
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	10868
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	35300
IRS990EZ/GrossReceiptsAmt	0	48606
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	3696
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	186020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	166167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	186020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	166167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DAVID LICHTENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	STANLEY BAUMBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	RENA FREDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	ALAN A NADEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	WILLIAM D SAMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT/TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY/TREASURER/TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	3056
IRS990EZ/OtherExpensesTotalAmt	0	50
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	GRANTS ARE MADE TO UJA-FEDERATION OF NEW YORK, AND OTHER TAX EXEMPT ORGANIZATIONS IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	35300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	35300
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	44910
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	NY
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	37473
IRS990EZ/TotalProgramServiceExpensesAmt	0	35300
IRS990EZ/TotalRevenueAmt	0	14564
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	1
IRS990ScheduleA/IRSWrittenDeterminationInd	0	X
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	510172429
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	7
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	6300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	UJA-FEDERATION OF NEW YORK
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	6300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,696.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: FOR GENERAL CHARITABLE PURPOSES. GRANTEE NAME: HEBREW INSTITUTE OF WHITE PLAINS. GRANTEE ADDRESS: 20 GREENRIDGE AVENUE WHITE PLAINS, NY 10605. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/07/23. AMOUNT GIVEN: 27,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: FOR GENERAL CHARITABLE PURPOSES. GRANTEE NAME: UJA-FEDERATION OF NEW YORK. GRANTEE ADDRESS: 130 EAST 59TH STREET NEW YORK, NY 10022. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. AMOUNT GIVEN: 6,300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 33,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: FILING FEE. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 3,056.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STANLEY BAUMBLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY/TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2128361305
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE FREDMAN LICHTENSTEIN FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FRED
ReturnHeader/Filer/EIN	0	134131687
ReturnHeader/Filer/PhoneNum	0	2128361305
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	UJA-FED OF NY130 E 59 ST
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	100221302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/ReturnTs	0	2024-05-13T15:57:18-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	STANLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BAUMBLATT
ReturnHeader/TaxPeriodBeginDt	0	2022-07-01
ReturnHeader/TaxPeriodEndDt	0	2023-06-30
ReturnHeader/TaxYr	0	2022