Civic Intelligence

Walter P and Elizabeth M Stern Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-6111129

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 16, 2016

Organization Profile
450 Fort Hill RoadScarsdale, NY 10583

(212) 649-1500

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

15th percentile

-25%

Higher net margin than 15% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-59%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$5,645,151

Down $91,454 (-1.6%) from 2014

Net Assets

Down

$5,644,963

Down $91,642 (-1.6%) from 2014

Liabilities

Up

$188

Up $188 from 2014

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin15th percentile

Revenue

Down

$369,159

Down $537,285 (-59%) from 2014

Expenses

Up

$462,872

Up $51,534 (+13%) from 2014

Net Income

Down

-$93,713

Down $588,819 (-119%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,036,465Liabilities 2011: $02011Assets 2012: $4,039,366Liabilities 2012: $02012Assets 2013: $5,299,730Liabilities 2013: $0Net Assets 2013: $5,299,7302013Assets 2014: $5,736,605Liabilities 2014: $0Net Assets 2014: $5,736,6052014Assets 2015: $5,645,151Liabilities 2015: $188Net Assets 2015: $5,644,9632015Assets 2016: $5,658,696Liabilities 2016: $0Net Assets 2016: $5,658,6962016Assets 2017: $5,626,952Liabilities 2017: $0Net Assets 2017: $5,626,9522017Assets 2018: $6,038,901Liabilities 2018: $5,723Net Assets 2018: $6,033,1782018Assets 2019: $5,933,053Liabilities 2019: $5,723Net Assets 2019: $5,927,3302019Assets 2020: $5,973,410Liabilities 2020: $0Net Assets 2020: $5,973,4102020Assets 2021: $5,731,839Liabilities 2021: $0Net Assets 2021: $5,731,8392021Assets 2022: $5,755,938Liabilities 2022: $0Net Assets 2022: $5,755,9382022Assets 2023: $5,182,290Liabilities 2023: $12023Assets 2024: $4,014,323Liabilities 2024: $0Net Assets 2024: $4,014,3232024

Highlighted filing

2015

Assets$5,645,151
Liabilities$188
Net Assets$5,644,963
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$5.0M$0-$5.0MRevenue 2011: $245,017Expenses 2011: $295,376Net Income 2011: -$50,3592011Revenue 2012: $255,439Expenses 2012: $252,538Net Income 2012: $2,9012012Revenue 2013: $1,882,511Expenses 2013: $449,029Net Income 2013: $1,433,4822013Revenue 2014: $906,444Expenses 2014: $411,338Net Income 2014: $495,1062014Revenue 2015: $369,159Expenses 2015: $462,872Net Income 2015: -$93,7132015Revenue 2016: $482,170Expenses 2016: $470,130Net Income 2016: $12,0402016Revenue 2017: $284,603Expenses 2017: $323,923Net Income 2017: -$39,3202017Revenue 2018: $802,804Expenses 2018: $397,436Net Income 2018: $405,3682018Revenue 2019: $367,085Expenses 2019: $473,618Net Income 2019: -$106,5332019Revenue 2020: $318,383Expenses 2020: $272,984Net Income 2020: $45,3992020Revenue 2021: $354,757Expenses 2021: $638,685Net Income 2021: -$283,9282021Revenue 2022: $572,650Expenses 2022: $304,501Net Income 2022: $268,1492022Revenue 2023: $432,055Expenses 2023: $1,384,202Net Income 2023: -$952,1472023Revenue 2024: $221,047Expenses 2024: $4,347,950Net Income 2024: -$4,126,9032024

Highlighted filing

2015

Revenue$369,159
Expenses$462,872
Net Income-$93,713
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER P STERNPresident-$0--
ELIZABETH M STERNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Walter P & Elizabeth M Stern
EIN
13-6111129
In Care Of
% MARCUM LLP
Phone
2126491500
Address
450 FORT HILL ROAD, SCARSDALE, NY 10583

Signing Officer

Name
Walter P Stern
Title
President
Phone
2126491500
Signed
2016-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
750 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Stephen D Lassar
Phone
2124855500
Raw XML AppendixShowing 400 of 431 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.38 SHS BP PLC ADS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.969 SHS BP PLC ADS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.739 SHS BP PLC ADS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.811 SHS BO PLC ADS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4490 SHS ISHARES IBOXX H/Y COR BD ETF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100 SHS ISHARES IBOXX H/Y COR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7300 SHS ISHARES IBOXX H/Y COR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8110 SHS ISHARES IBOXX H/Y COR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,234 SHS WEINGARTEN REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SECTION 1231 - ALLIANCE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-12-23
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05736605
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt095877
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07725953
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0117445
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07805
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0385610
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07712190
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07829635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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/PersonNm0WALTER P STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH M STERN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O THE CAPITAL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O THE CAPITAL GROUP
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/ZIPCd010111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0434250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0437408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0392789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0416456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0224343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0255555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0246392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07712190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07527069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05760650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04966672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04734432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04254764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0431755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281535
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0431755
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0431755
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0431755
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0750 THIRD AVE 11TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARCUM LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124855500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N\A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING SPECIFYING AMOUNT REQUESTED AND INTENDED USE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WALTER P STERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02126491500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O CAPITAL RES 630 5TH AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WALTER P STERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0423740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AS PER BY-LAWS OF FOUNDATION TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1AS PER BY-LAWS OF FOUNDATION TO ORGANIZATIONS QUALIFIED UNDER IRC SECTION 501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PER SCHEDULE ATTACHED - STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1K-1 KINDER MORGAN ENERGY PARTNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE, SEE STATEMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O MARCUM LLP 750 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O MARCUM LLP 750 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0423751
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0379293
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0379293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0136093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0238957
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022719
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0431755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052462
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0276263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOROTHY MAY CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O JOSEPH MAY 133 ABBOTTSFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NASHVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037215
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045181
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04975
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12260
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AMERICAN FUNDS DIV RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05136
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13238
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05136
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13238
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0K-1 ALLIANCE RESOURCE - NONDED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ROYALTY EXPENSE-ALLIANCE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ROYALTY EXPENSE - OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt459
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 ALLIANCE RESOURCE PARTNERS - UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0274
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0239
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1274
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02071
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ALLIANCE K-1 CAP ADJ
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0188
TaxesSchedule/TaxesDetail/Amt0311
TaxesSchedule/TaxesDetail/Amt123170

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,645,151
Liabilities
$188
Net assets
$5,644,963
Revenue
$369,159
Expenses
$462,872
Net income
-$93,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.22$4.35$4.13
2023Summary only. Only limited summary data is available for this year.$5.18$0.00$0.43$1.38$0.95
2022Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.57$0.30$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.35$0.64$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$0.32$0.27$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.01$5.93$0.37$0.47$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.01$6.03$0.80$0.40$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.28$0.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.48$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.64$0.37$0.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.91$0.41$0.50
2013Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$1.88$0.45$1.43
2012Summary only. Only limited summary data is available for this year.$4.04$0.00$0.26$0.25$0.00
2011Summary only. Only limited summary data is available for this year.$4.04$0.00$0.25$0.30$0.05