Civic Intelligence

The Kleinbaum Fund Inc Co Lipsky Goodkin & Co

990PF • Fiscal year 2013 • EIN 13-6028781

Jun 01, 2012 to May 31, 2013 • Filed on Oct 11, 2013

Organization Profile
120 West 45th Street No 7th FL10036
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

79th percentile

$4,000

Higher top officer pay than 79% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$205,615

Down $26,395 (-11%) from 2012

Net Assets

Down

$205,615

Down $26,395 (-11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$26,605

Down $17,651 (-40%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$300K$200K$100K$0Assets 2012: $232,010Liabilities 2012: $0Net Assets 2012: $232,0102012Assets 2013: $205,615Liabilities 2013: $0Net Assets 2013: $205,6152013Assets 2014: $186,463Liabilities 2014: $0Net Assets 2014: $186,4632014Assets 2015: $165,237Liabilities 2015: $0Net Assets 2015: $165,2372015Assets 2016: $181,049Liabilities 2016: $0Net Assets 2016: $181,0492016Assets 2017: $131,065Liabilities 2017: $0Net Assets 2017: $131,0652017Assets 2018: $112,041Liabilities 2018: $0Net Assets 2018: $112,0412018Assets 2019: $92,290Liabilities 2019: $0Net Assets 2019: $92,2902019Assets 2020: $91,390Liabilities 2020: $0Net Assets 2020: $91,3902020Assets 2021: $105,266Liabilities 2021: $0Net Assets 2021: $105,2662021Assets 2022: $132,799Liabilities 2022: $0Net Assets 2022: $132,7992022Assets 2023: $101,922Liabilities 2023: $0Net Assets 2023: $101,9222023Assets 2024: $105,344Liabilities 2024: $0Net Assets 2024: $105,3442024Assets 2025: $70,965Liabilities 2025: $0Net Assets 2025: $70,9652025

Highlighted filing

2013

Assets$205,615
Liabilities$0
Net Assets$205,615
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2012: $44,2562012Expenses 2013: $26,6052013Revenue 2014: $12,033Expenses 2014: $31,185Net Income 2014: -$19,1522014Revenue 2015: $2,132Expenses 2015: $23,358Net Income 2015: -$21,2262015Revenue 2016: $34,382Expenses 2016: $18,570Net Income 2016: $15,8122016Revenue 2017: -$15,876Expenses 2017: $34,108Net Income 2017: -$49,9842017Revenue 2018: $981Expenses 2018: $20,005Net Income 2018: -$19,0242018Revenue 2019: $1,909Expenses 2019: $21,660Net Income 2019: -$19,7512019Revenue 2020: $19,061Expenses 2020: $19,961Net Income 2020: -$9002020Revenue 2021: $32,186Expenses 2021: $18,310Net Income 2021: $13,8762021Revenue 2022: $46,713Expenses 2022: $19,180Net Income 2022: $27,5332022Revenue 2023: -$26,092Expenses 2023: $4,785Net Income 2023: -$30,8772023Revenue 2024: $5,342Expenses 2024: $1,920Net Income 2024: $3,4222024Revenue 2025: $4,081Expenses 2025: $38,460Net Income 2025: -$34,3792025

Highlighted filing

2013

Revenue-
Expenses$26,605
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Oct 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KLEINBAUMPresident/Treasurer/Direct-$4,000-$4,000
ALFRED KLEINBAUMVice President/Secretary/D-$4,000-$4,000
BEN KLEINBAUMDirector-$4,000-$4,000
JEFF PENNINGTONDirector-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWILLIAM MOONEY MEMORIAL FOUNDATION INCGENERAL CHARITABLE PURPOSEEXEMPTSTATEN ISLAND, NY, US$5,000
Paid GrantGENERAL THEOLOGICAL SEMINARYGENERAL CHARITABLE PURPOSEEXEMPTNEW YORK, NY, US$2,000
Paid GrantMAKE-A-WISH FOUNDATION OF HUDSON VALLEYGENERAL CHARITABLE PURPOSEEXEMPTTARRYTOWN, NY, US$1,000
Paid GrantSTREET YOGAGENERAL CHARITABLE PURPOSEEXEMPTPORTLAND, OR, US$500
Paid GrantCHILDREN AFFECTED BY HIVAIDSGENERAL CHARITABLE PURPOSEEXEMPTBATTLEBORO, VT, US$125
Filing and Contact Details

Filer

EIN
13-6028781
Raw XML Appendix358 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/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0LIPSKY GOODKIN & CO
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue025145
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV027883
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0210
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0210
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0210
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss016000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss08625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0210
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0210
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-26395
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0300
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss0130
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss050
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss017980
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0231910
IRS990PF/BalanceSheets/CashEOY0180470
IRS990PF/BalanceSheets/CashEOYFMV0180470
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY025145
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV027883
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0287011
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0232010
IRS990PF/BalanceSheets/ReceivablesFromOfficersBOY0100
IRS990PF/BalanceSheets/RetainedEarningsBOY0-55001
IRS990PF/BalanceSheets/RetainedEarningsEOY0-26395
IRS990PF/BalanceSheets/TotalAssetsBOY0232010
IRS990PF/BalanceSheets/TotalAssetsEOY0205615
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0208353
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0232010
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0205615
IRS990PF/BalanceSheets/TotalNetAssetsBOY0232010
IRS990PF/BalanceSheets/TotalNetAssetsEOY0205615
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-26395
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0205615
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0232010
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0205615
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010513
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010513
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010513
IRS990PF/DistributableAmount/MinimumInvestmentReturn010513
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0469
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0469
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0469
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0469
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0208353
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0213459
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0208848
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04611
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03202
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010513
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0210257
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0213459
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation14000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation24000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation34000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES KLEINBAUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALFRED KLEINBAUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BEN KLEINBAUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JEFF PENNINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TREASURER/DIRECT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/SECRETARY/D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10177 9TH AVENUE APT 4L
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11653 WASHINGTON STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12653 WASHINGTON STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1352 HAMPTON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SOUTHAMPTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode210014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode311968
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct019639
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets019639
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.093403
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.131193
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.048336
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.130399
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.073562
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.083523
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0210257
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10230309
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20239160
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30290861
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40433878
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50365862
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions09855
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030215
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2011560
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3037928
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4031917
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5030558
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.467013
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions09855
IRS990PF/QualifyingDistributions/ExpensesAndContributions09855
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions09855
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE FOUNDATION IS SOLELY A GRANT MAKING ORGANIZATION AND INVESTS ITS FUNDS TO PRODUCE INCOME TO MAKE GRANTS AND PAY THE EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNTS SHOWN ABOVE, IF ANY, ARE NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION BUT MERELY REFLECT AN ANNUAL RETURN ON THE FOUNDATION'S ASSETS.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1SEE LINE NO. 4
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LIPSKY GOODKIN & CO PC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02128406444
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10120 WEST 45TH STREET - 7TH FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW YORK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010036
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO FORMAL APPLICATION NECESSARY, ONLY A GENERAL LETTER OF REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GLENN ZIMMERMAN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02128406444
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10120 WEST 45TH STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode010036
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE A PUBLIC CHARITY AS DESCRIBED ON IRC SECTION 509 (A) (1) (2) OR (3)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN AFFECTED BY HIVAIDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WILLIAM MOONEY MEMORIAL FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MAKE-A-WISH FOUNDATION OF HUDSON VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13GENERAL THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14STREET YOGA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1016 BRADLEY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115870 AMBOY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12832 SOUTH BROADWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13175 NINTH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141001 SE WATER ST SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BATTLEBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1STATEN ISLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TARRYTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode005301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210591
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310011
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode497214
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08625
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear09855
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010513
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1018722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2082
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3024733
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010267
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5016553
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0658
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0658
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5015895
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear053804
IRS990PF/UndistributedIncome/ExcessFromYear1018722
IRS990PF/UndistributedIncome/ExcessFromYear2082
IRS990PF/UndistributedIncome/ExcessFromYear3024733
IRS990PF/UndistributedIncome/ExcessFromYear4010267
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions09855
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus069699
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover070357
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0300
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0300
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Category0NEW YORK STATE DEPT. OF LAW
TaxesSchedule/Taxes/DisbursementsCharitablePrps050
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0136028781
ReturnHeader/Filer/Name/BusinessNameLine10THE KLEINBAUM FUND INC CO LIPSKY GOODKIN & CO
ReturnHeader/Filer/NameControl0KLEI
ReturnHeader/Filer/Phone02128406444
ReturnHeader/Filer/USAddress/AddressLine10120 WEST 45TH STREET NO 7TH FL
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010036
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-11
ReturnHeader/Officer/Name0JAMES KLEINBAUM
ReturnHeader/Officer/Phone02128406444
ReturnHeader/Officer/Title0PRES
ReturnHeader/PreparerFirm/EIN0132672154
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LIPSKY GOODKIN & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10120 WEST 45TH STREET 7TH FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010036
ReturnHeader/Preparer/Name0RICH VENA
ReturnHeader/Preparer/Phone02128406444
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-06-01
ReturnHeader/TaxPeriodEndDate02013-05-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-11T15:21:53-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,615
Liabilities
$0
Net assets
$205,615
Revenue
-
Expenses
$26,605
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.38$0.34
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.26$0.05$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.47$0.19$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.32$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.19$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.22$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.20$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$0.34$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.34$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.02$0.23$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.31$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.27
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.44