Civic Intelligence

The Widgeon Point Charitable Foundation F/K/A the Beinecke Foundation Inc

990PF • Fiscal year 2014 • EIN 13-6201175

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile

View Organization Page

Csv 50 Chas Lindbergh Blvd Ste 605Uniondale, NY 11553

(516) 483-5800

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$352,083

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

21st percentile

-0.9%

Faster asset growth than 21% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$50,912,927

Down $449,123 (-0.9%) from 2013

Net Assets

$50,855,988

No earlier filing loaded for comparison.

Liabilities

Down

$56,939

Down $17,429 (-23%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin73rd percentile

Revenue

Up

$4,516,752

Up $1,862,614 (+70%) from 2013

Expenses

Down

$3,626,699

Down $640,025 (-15%) from 2013

Net Income

Up

$890,053

Up $2,502,639 (+155%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$60M$40M$20M$0Assets 2010: $55,761,945Liabilities 2010: $397,9892010Assets 2011: $53,340,673Liabilities 2011: $4552011Assets 2012: $50,785,175Liabilities 2012: $21,121Net Assets 2012: $50,764,0542012Assets 2013: $51,362,050Liabilities 2013: $74,3682013Assets 2014: $50,912,927Liabilities 2014: $56,939Net Assets 2014: $50,855,9882014Assets 2015: $46,532,127Liabilities 2015: $37,049Net Assets 2015: $46,495,0782015Assets 2016: $46,170,075Liabilities 2016: $100,416Net Assets 2016: $46,069,6592016Assets 2017: $44,902,043Liabilities 2017: $330,877Net Assets 2017: $44,571,1662017Assets 2019: $43,189,749Liabilities 2019: $215,177Net Assets 2019: $42,974,5722019Assets 2020: $54,098,548Liabilities 2020: $21,523Net Assets 2020: $54,077,0252020Assets 2021: $59,391,423Liabilities 2021: $21,523Net Assets 2021: $59,369,9002021Assets 2022: $36,123,248Liabilities 2022: $0Net Assets 2022: $36,123,2482022Assets 2023: $39,239,046Liabilities 2023: $0Net Assets 2023: $39,239,0462023Assets 2024: $36,355,122Liabilities 2024: $1,046Net Assets 2024: $36,354,0762024

Highlighted filing

2014

Assets$50,912,927
Liabilities$56,939
Net Assets$50,855,988
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,748,371Expenses 2010: $4,301,047Net Income 2010: -$2,552,6762010Revenue 2011: $2,414,890Expenses 2011: $3,990,556Net Income 2011: -$1,575,6662011Expenses 2012: $4,053,1052012Revenue 2013: $2,654,138Expenses 2013: $4,266,724Net Income 2013: -$1,612,5862013Revenue 2014: $4,516,752Expenses 2014: $3,626,699Net Income 2014: $890,0532014Revenue 2015: $2,701,378Expenses 2015: $4,133,223Net Income 2015: -$1,431,8452015Revenue 2016: $1,748,270Expenses 2016: $3,931,959Net Income 2016: -$2,183,6892016Revenue 2017: $2,437,399Expenses 2017: $4,274,797Net Income 2017: -$1,837,3982017Revenue 2019: $1,505,933Expenses 2019: $3,184,552Net Income 2019: -$1,678,6192019Revenue 2020: $2,038,410Expenses 2020: $3,607,078Net Income 2020: -$1,568,6682020Revenue 2021: $5,948,377Expenses 2021: $4,344,390Net Income 2021: $1,603,9872021Revenue 2022: $837,789Expenses 2022: $4,942,010Net Income 2022: -$4,104,2212022Revenue 2023: $8,120,922Expenses 2023: $5,005,124Net Income 2023: $3,115,7982023Revenue 2024: $4,181,706Expenses 2024: $7,066,676Net Income 2024: -$2,884,9702024

Highlighted filing

2014

Revenue$4,516,752
Expenses$3,626,699
Net Income$890,053
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R ROBINSONPresidentFT$352,083-$352,083
ABIGAIL PHIPPS BOWERSVice PresidentPT$0--
ROWLAND P ROBINSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Widgeon Point Charitable Foundation
EIN
13-6201175
Phone
5164835800
Address
CSV 50 CHAS LINDBERGH BLVD STE 605, UNIONDALE, NY 11553

Signing Officer

Name
Jeffrey S Coopersmith
Title
CFO
Phone
5164835800
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Coopersmith Simon & Vogel Pc
Address
50 CHARLES LINDBERGH BLVD STE 605, UNIONDALE, NY 11553
Preparer
Jeff Coopersmith
Phone
5164835800
Raw XML AppendixShowing 400 of 1,936 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/GainsMinusExcessOrLossesAmt1150868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12874549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08556175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11356225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2656872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33188617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4183408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8330754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10874549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11252
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/PropertyDesc0VARIOUS TRADES ON BNY MELLON #6830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1KINDER MORGAN TRADES ON BNY MELLON #6830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS TRADES ON FIDELITY #0156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VARIOUS TRADES ON MORGAN STANLEY #0904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NUSTAR ENERGY TRADE ON BNY MELLON #6830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ENTERPRISE PRODUCTS PTR LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7KKR & CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ONEOK PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ICAHN ENTERPRISE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ROYCE 100 FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ROYCE DISCOVERY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ROYCE INSTITUTIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TARGA RESOURCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WILLIAMS PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WESTBURY INVESTMENT PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02910087
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0890053
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01321747
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt052177735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt051287682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt050855988
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02800069
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02800069
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02800069
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02870493
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt070424
IRS990PF/DistributableAmountGrp/TotalTaxAmt070424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt070424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt070424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt070424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt089026
IRS990PF/FMVAssetsEOYAmt059329252
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0625
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07766
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt045297
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt014174
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt037531
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt037531
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt044159913
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt041967435
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt050383760
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt074368
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt056939
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09751
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09751
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt051287682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt050855988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07182213
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08893085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08893085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt051362050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050912927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059329252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt074368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt056939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt051362050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050912927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt051287682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt050855988
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt058284119
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07627065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050657054
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0874262
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02870493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt057409857
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt058284119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt190225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JEFFREY COOPERSMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ANN BOLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd011553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd111553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0COOPERSMITH SIMON & VOGEL PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING AND TAX SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt050 CHARLES LINDBERGH BLVD STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd011553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0352083
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ABIGAIL PHIPPS BOWERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROWLAND P ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O CSV CPAS 50 CHARLES LINDBERGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O CSV CPAS 50 CHARLES LINDBERGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O CSV CPAS 50 CHARLES LINDBERGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,912,927
Liabilities
$56,939
Net assets
$50,855,988
Revenue
$4,516,752
Expenses
$3,626,699
Net income
$890,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$4.18$7.07$2.88
2023Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$8.12$5.01$3.12
2022Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$0.84$4.94$4.10
2021Detailed filing. Detailed filing data is available for this year.$59.4$0.02$59.4$5.95$4.34$1.60
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.02$54.1$2.04$3.61$1.57
2019Detailed filing. Detailed filing data is available for this year.$43.2$0.22$43.0$1.51$3.18$1.68
2017Detailed filing. Detailed filing data is available for this year.$44.9$0.33$44.6$2.44$4.27$1.84
2016Detailed filing. Detailed filing data is available for this year.$46.2$0.10$46.1$1.75$3.93$2.18
2015Detailed filing. Detailed filing data is available for this year.$46.5$0.04$46.5$2.70$4.13$1.43
2014Detailed filing. Detailed filing data is available for this year.$50.9$0.06$50.9$4.52$3.63$0.89
2013Summary only. Only limited summary data is available for this year.$51.4$0.07$2.65$4.27$1.61
2012Detailed filing. Detailed filing data is available for this year.$50.8$0.02$50.8$4.05
2011Summary only. Only limited summary data is available for this year.$53.3$0.00$2.41$3.99$1.58
2010Summary only. Only limited summary data is available for this year.$55.8$0.40$1.75$4.30$2.55