Joseph & Sophia Abeles Foundation Inc.

990PF • Fiscal year 2011 • EIN 13-6259577

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile

18 Ponds Lane10577

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $5M-$10M nonprofits • Source year 2011

No value available

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

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

$57,241

Higher top officer pay than 85% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

-4.2%

Faster asset growth than 24% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets18th percentile

Assets

Down

$7,726,549

Down $334,796 (-4.2%) from 2010

Net Assets

Down

$7,726,549

Down $334,796 (-4.2%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$1,022,508

Up $38,950 (+4.0%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2011

Assets$7,726,549

Liabilities$0

Net Assets$7,726,549

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$1,022,508

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 9, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LUCILLE WERLINICH	President	PT	$57,241	-	$57,241
BARBARA ABELES	Vice President	-	$28,594	-	$28,594
GREG WERLINICH	Secretary/Treasurer	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SEE STATEMENT ATTACHED	CHARITABLE	501(C)3	SEE STATEMENT ATTACHED, NY, US	$825,000

Filing and Contact Details

Filer

EIN: 13-6259577

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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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	BARBARA ABELES
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IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NY
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	0
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	1
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	825000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(C)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	10577
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	825000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	825750
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	828627
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	35475
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	175304
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	261938
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	291206
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	318952
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	2877
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	2877
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	316075
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	763923
IRS990PF/UndistributedIncome/ExcessFromYear1	0	35475
IRS990PF/UndistributedIncome/ExcessFromYear2	0	175304
IRS990PF/UndistributedIncome/ExcessFromYear3	0	261938
IRS990PF/UndistributedIncome/ExcessFromYear4	0	291206
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	825750
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	1079998
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	1082875
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	70
OtherDecreasesSchedule/OtherDecreases/Description	0	ESTIMATED TAX PENALTIES
OtherExpensesSchedule/OtherExpenses/Description	0	FILING FEES
OtherExpensesSchedule/OtherExpenses/Description	1	OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	750
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	185
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	750
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	185
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	85889
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	WERLINICH ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	85889
TaxesSchedule/Taxes/Amount	0	4360
TaxesSchedule/Taxes/Amount	1	9989
TaxesSchedule/Taxes/Amount	2	6900
TaxesSchedule/Taxes/Category	0	FEDERAL 2010 ESTIMATED TAX PAID IN 2011
TaxesSchedule/Taxes/Category	1	FEDERAL 2010 BALANCE DUE TAX PAID
TaxesSchedule/Taxes/Category	2	FEDERAL 2011 ESTIMATED TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	2	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	4360
TaxesSchedule/Taxes/NetInvestmentIncome	1	9989
TaxesSchedule/Taxes/NetInvestmentIncome	2	6900
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	136259577
ReturnHeader/Filer/Name/BusinessNameLine1	0	JOSEPH & SOPHIA ABELES FOUNDATION
ReturnHeader/Filer/NameControl	0	JOSE
ReturnHeader/Filer/Phone	0	9147390781
ReturnHeader/Filer/USAddress/AddressLine1	0	18 PONDS LANE
ReturnHeader/Filer/USAddress/City	0	PURCHASE
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10577
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2012-05-09
ReturnHeader/Officer/Name	0	LUCILLE WERLINICH
ReturnHeader/Officer/Phone	0	9147390781
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/PreparerFirm/EIN	0	222428965
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	CITRIN COOPERMAN & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	709 WESTCHESTER AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	WHITE PLAINS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	10604
ReturnHeader/Preparer/Name	0	SPENCER L BARBACK CPA
ReturnHeader/Preparer/Phone	0	9149492990
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-15T15:58:48-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,726,549
Liabilities: $0
Net assets: $7,726,549
Revenue: -
Expenses: $1,022,508
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$12.6	$0.00	$12.6	$3.97	$1.89	$2.08
2023Summary only. Only limited summary data is available for this year.	$10.5	$0.00		$2.74	$1.56	$1.19
2022Detailed filing. Detailed filing data is available for this year.	$9.47	$0.00	$9.47	$1.40	$1.53	$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.60	$0.00	$9.60	$2.32	$1.53	$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.80	$0.00	$8.80	$2.15	$1.73	$0.42
2019Summary only. Only limited summary data is available for this year.	$8.38	$0.00		$1.89	$1.44	$0.45
2015Summary only. Only limited summary data is available for this year.	$8.17	$0.00		$1.43	$1.12	$0.30
2014Summary only. Only limited summary data is available for this year.	$7.87	$0.00		$1.03	$1.24	$0.22
2013Summary only. Only limited summary data is available for this year.	$8.09	$0.00		$1.01	$1.14	$0.13
2012Summary only. Only limited summary data is available for this year.	$8.22	$0.00		$1.51	$1.02	$0.49
2011Detailed filing. Detailed filing data is available for this year.	$7.73	$0.00	$7.73		$1.02
2010Detailed filing. Detailed filing data is available for this year.	$8.06	$0.00	$8.06		$0.98