Civic Intelligence

Lemberg Foundation Inc.

990PF • Fiscal year 2017 • EIN 13-6082064

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 18, 2018

Organization Profile
430 Park Avenue 2nd FLNew York, NY 10022

(212) 682-9595

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

63rd percentile

7.6%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,388,218

Up $659,170 (+7.6%) from 2016

Net Assets

Up

$9,385,031

Up $703,748 (+8.1%) from 2016

Liabilities

Down

$3,187

Down $44,578 (-93%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin72nd percentile

Revenue

Up

$4,379,429

Up $1,802,618 (+70%) from 2016

Expenses

Down

$3,675,681

Down $751,003 (-17%) from 2016

Net Income

Up

$703,748

Up $2,553,621 (+138%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,165,905Liabilities 2011: $02011Assets 2012: $15,225,311Liabilities 2012: $02012Assets 2013: $13,111,152Liabilities 2013: $02013Assets 2014: $11,983,092Liabilities 2014: $0Net Assets 2014: $11,983,0922014Assets 2015: $10,531,156Liabilities 2015: $0Net Assets 2015: $10,531,1562015Assets 2016: $8,729,048Liabilities 2016: $47,765Net Assets 2016: $8,681,2832016Assets 2017: $9,388,218Liabilities 2017: $3,187Net Assets 2017: $9,385,0312017Assets 2018: $8,141,845Liabilities 2018: $60,421Net Assets 2018: $8,081,4242018Assets 2019: $7,450,656Liabilities 2019: $2,743Net Assets 2019: $7,447,9132019Assets 2020: $6,237,531Liabilities 2020: $11,963Net Assets 2020: $6,225,5682020Assets 2021: $9,761,639Liabilities 2021: $4,378Net Assets 2021: $9,757,2612021Assets 2022: $9,406,134Liabilities 2022: $0Net Assets 2022: $9,406,1342022Assets 2023: $8,868,229Liabilities 2023: $0Net Assets 2023: $8,868,2292023Assets 2024: $8,712,606Liabilities 2024: $11,268Net Assets 2024: $8,701,3382024

Highlighted filing

2017

Assets$9,388,218
Liabilities$3,187
Net Assets$9,385,031
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,835,602Expenses 2011: $2,247,086Net Income 2011: $588,5162011Revenue 2012: $5,454,860Expenses 2012: $2,395,454Net Income 2012: $3,059,4062012Revenue 2013: $2,791,250Expenses 2013: $2,667,352Net Income 2013: $123,8982013Revenue 2014: $2,303,105Expenses 2014: $3,431,165Net Income 2014: -$1,128,0602014Revenue 2015: $2,432,464Expenses 2015: $3,884,400Net Income 2015: -$1,451,9362015Revenue 2016: $2,576,811Expenses 2016: $4,426,684Net Income 2016: -$1,849,8732016Revenue 2017: $4,379,429Expenses 2017: $3,675,681Net Income 2017: $703,7482017Revenue 2018: $2,803,660Expenses 2018: $4,107,267Net Income 2018: -$1,303,6072018Revenue 2019: $3,497,848Expenses 2019: $4,131,359Net Income 2019: -$633,5112019Revenue 2020: $2,989,633Expenses 2020: $4,211,978Net Income 2020: -$1,222,3452020Revenue 2021: $7,912,187Expenses 2021: $4,380,494Net Income 2021: $3,531,6932021Revenue 2022: $4,367,311Expenses 2022: $4,718,438Net Income 2022: -$351,1272022Revenue 2023: $3,490,052Expenses 2023: $4,027,957Net Income 2023: -$537,9052023Revenue 2024: $3,958,898Expenses 2024: $4,125,789Net Income 2024: -$166,8912024

Highlighted filing

2017

Revenue$4,379,429
Expenses$3,675,681
Net Income$703,748
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN USDANPresident-$0--
ADAM USDANVice Preside-$0--
ESME USDANSecretary-$0--
DALE LEWISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lemberg Foundation Inc
EIN
13-6082064
Phone
2126829595
Address
430 PARK AVENUE 2ND FL, NEW YORK, NY 10022

Signing Officer

Name
John Usdan
Title
President
Phone
2126829595
Signed
2018-10-18
Discuss with paid preparer
Yes

Preparer

Firm
Peretz Resnick Mitgang & Marcus Llp
Address
303 SOUTH BROADWAY SUITE 105, TARRYTOWN, NY 10591-5410
Preparer
Robert D Mitgang
Phone
9143325393
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-27117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt044494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3555477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt584683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62823127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt719443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt884581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt988021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1052393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1137724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED-MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RCG LONGVIEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED-MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WEST ST CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED-MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CLAREANT EURO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE ATTACHED-MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ENTERPRISE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEE ATTACHED-MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ALKEON GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10OXBRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ALKEON GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12OXBRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SECTION 1256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14KKR CHINA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SECTION 1256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ALKEON ASIA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ALKEON ASIA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18TAILWIND CAPITAL PARTNERS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19TAILWIND CAPITAL PARTNERS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20KKR ENERGY INC & GROWTH I TE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21KKR ENERGY INC & GROWTH I TE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22KKR ENERGY INC & GROWTH I TE AIV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02984051
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-75801
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0703748
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09385031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08681283
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09385031
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02320130
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02320130
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02320130
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02361340
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041210
IRS990PF/DistributableAmountGrp/TotalTaxAmt041210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047126
IRS990PF/FMVAssetsEOYAmt047530040
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0492678
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0492678
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt055818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0202919
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0202919
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01069498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0883515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt029626968
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt07560750
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07853431
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017251800
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt047765
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03187
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt07176
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08188605
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08892353
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0448353
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0448353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08729048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09388218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047530040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt047765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08729048
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09388218
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08681283
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09385031
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047945997
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0412679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030281518
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0719190
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017251800
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02361340
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047226807
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047945997
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN USDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ADAM USDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ESME USDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DALE LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0430 PARK AVENUE 2ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1430 PARK AVENUE 2ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2430 PARK AVENUE 2ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3430 PARK AVENUE 2ND FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03225071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03266281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03829749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03590564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02859627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02245394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01972549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.068289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.083121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.084942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.067725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt041210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt047226807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046074635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt042270859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt042224261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt040474120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt039310075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03270500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.341444
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03229290
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03270500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt041210
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03270500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,388,218
Liabilities
$3,187
Net assets
$9,385,031
Revenue
$4,379,429
Expenses
$3,675,681
Net income
$703,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$0.01$8.70$3.96$4.13$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$3.49$4.03$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.41$0.00$9.41$4.37$4.72$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.76$0.00$9.76$7.91$4.38$3.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.01$6.23$2.99$4.21$1.22
2019Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$3.50$4.13$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.06$8.08$2.80$4.11$1.30
2017Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$4.38$3.68$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.05$8.68$2.58$4.43$1.85
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.43$3.88$1.45
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.30$3.43$1.13
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$2.79$2.67$0.12
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$5.45$2.40$3.06
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$2.84$2.25$0.59