Civic Intelligence

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

990PF • Fiscal year 2016 • EIN 13-6201175

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

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.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.06x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

4th percentile

-125%

Higher net margin than 4% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$362,646

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

33rd percentile

-0.8%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$46,170,075

Down $362,052 (-0.8%) from 2015

Net Assets

Down

$46,069,659

Down $425,419 (-0.9%) from 2015

Liabilities

Up

$100,416

Up $63,367 (+171%) from 2015

Revenue

Down

$1,748,270

Down $953,108 (-35%) from 2015

Expenses

Down

$3,931,959

Down $201,264 (-4.9%) from 2015

Net Income

Down

-$2,183,689

Down $751,844 (-53%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$46,170,075
Liabilities$100,416
Net Assets$46,069,659

Operations Trend

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

2016

Revenue$1,748,270
Expenses$3,931,959
Net Income-$2,183,689
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R ROBINSONPresidentFT$362,646-$362,646
ABIGAIL PHIPPS BOWERS DECEASEDVice 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
2017-11-06
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 2,042 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/GainOrLossAmt10-62
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11340484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-139325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-164199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0195885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-29357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt243211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-23862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-158407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-28627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7165976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-62
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11340484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-139325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-164199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04920598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2108196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3182579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5987017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt663139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt770487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8130246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt997
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/PropertyDesc0BNY MELLON #6830 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WILLIAMS PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TARGA RESOURCES PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY #0156 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ICAHN ENTERPRISES LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMERIPRISE #6408 VARIOUS TRADES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KK&R CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7B&T ACQUISITION PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8THE BLACKSTONE GROUP LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ENTERPRISE PRODUCT PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10OAKTREE CAPITAL GROUP LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ROYCE SMALL CAP LEADERS FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ROYCE INSTITUTIONAL LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WESTBURY INVESTMENTS PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GAIN IN WILLIAMS PARTNERS K-1 REPORTED ON 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GAIN IN TARGA RESOURCE PARTNERS K-1 REPORTED ON 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GAIN IN ICAHN ENTERPRISES LP K-1 REPORTED ON 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0201040
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2183689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01758270
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt046069659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046495078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt046069659
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02631551
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02631551
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02631551
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02637884
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06333
IRS990PF/DistributableAmountGrp/TotalTaxAmt06333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt068667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt075000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt068667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt075000
IRS990PF/FMVAssetsEOYAmt053938763
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt024566
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt068449
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt036399
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt043883
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt026829
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt036336001
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt035395392
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043181134
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt037049
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0100416
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02291
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt046495078
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt046069659
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010152311
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010725675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010725675
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt046532127
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt046170075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053938763
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt037049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt046532127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt046170075
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046495078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046069659
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt053561096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010520763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043040333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0803416
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02637884
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt052757680
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt053561096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0160275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1100339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt254719
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt16500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt26500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JEFFREY COOPERSMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1ANN BOLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2LILLIAN MAHONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SECRETARY
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/AddressLine1Txt2C/O CSV 50 CHAS LINDBERGH STE 605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1UNIONDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2UNIONDALE

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Filings

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