Civic Intelligence

Holzman Samuel & Hannah Trust

990PF • Fiscal year 2011 • EIN 13-6601520

Jun 01, 2010 to May 31, 2011 • Filed on Jul 08, 2011

PO Box 48096333448
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

72nd percentile

$2,579

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$943,702

No earlier filing loaded for comparison.

Net Assets

$943,702

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$51,466

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $943,702Liabilities 2011: $0Net Assets 2011: $943,7022011Assets 2012: $941,351Liabilities 2012: $12012Assets 2013: $948,869Liabilities 2013: $0Net Assets 2013: $948,8692013Assets 2014: $951,271Liabilities 2014: $0Net Assets 2014: $951,2712014Assets 2015: $952,620Liabilities 2015: $0Net Assets 2015: $952,6202015Assets 2016: $957,691Liabilities 2016: $0Net Assets 2016: $957,6912016Assets 2017: $957,583Liabilities 2017: $0Net Assets 2017: $957,5832017

Highlighted filing

2011

Assets$943,702
Liabilities$0
Net Assets$943,702

Operations Trend

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

$60K$40K$20K$0Expenses 2011: $51,4662011Revenue 2012: $53,364Expenses 2012: $52,189Net Income 2012: $1,1752012Expenses 2013: $54,2142013Revenue 2014: $55,557Expenses 2014: $55,095Net Income 2014: $4622014Revenue 2015: $58,125Expenses 2015: $56,771Net Income 2015: $1,3542015Revenue 2016: $57,098Expenses 2016: $52,284Net Income 2016: $4,8142016Revenue 2017: $57,050Expenses 2017: $55,222Net Income 2017: $1,8282017

Highlighted filing

2011

Revenue-
Expenses$51,466
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Jul 8, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT STEINTrustee-$2,579-$2,579
ARTHUR STEINTrustee-$2,579-$2,579
HERBERT BAUMTrustee-$1,024-$1,024
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERGENERAL PURPOSESPUBLICNEW YORK, NY, US$5,000
Paid GrantBROWARD HOUSEGENERAL PURPOSESPUBLICFORT LAUDERDALE, FL, US$5,000
Paid GrantSAMUEL WAXMAN CANCER RESEARCHFOUNDATIONGENERAL PURPOSESPUBLICNEW YORK, NY, US$3,000
Paid GrantMAZONGENERAL PURPOSESPUBLICLOS ANGELES, CA, US$3,000
Paid GrantNAT'L COLORECTAL CANCER RESEARCH ALLIANCEGENERAL PURPOSESPUBLICLOS ANGELES, CA, US$3,000
Paid GrantALS ASSOCIATIONGENERAL PURPOSESPUBLICCALABASAS HILLS, CA, US$3,000
Paid GrantMJ FOX PARKINSON RESEARCH FOUNDGENERAL PURPOSESPUBLICNEW YORK, NY, US$3,000
Paid GrantALZHEIMER'S ASSOCIATIONGENERAL PURPOSESPUBLICCHICAGO, IL, US$3,000
Paid GrantLIVESTRONGGENERAL PURPOSESPUBLICAUSTIN, TX, US$2,500
Paid GrantNAT'L MULTIPLE SCLEROSIS SOCGENERAL PURPOSESPUBLICNEW YORK, NY, US$2,250
Paid GrantHADASSAHGENERAL PURPOSESPUBLICNEW YORK, NY, US$2,000
Paid GrantSAINT ANDREWS SCHOOLGENERAL PURPOSESPUBLICBOCA RATON, FL, US$2,000
Paid GrantJEWISH GUILD FOR BLINDGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,500
Paid GrantHOPE PROJECTGENERAL PURPOSESPUBLICW PALM BEACH, FL, US$1,500
Paid GrantBOCA RATON BICYCLE CLUBGEMERAL PURPOSESPUBLICBOCA RATON, FL, US$1,000
Paid GrantHEALTH HORIZONS INTERNATIONALGENERAL PURPOSESPUBLICPFLUGERVILLE, TX, US$750
Paid GrantCALVARY HOSPITALGENERAL PURPOSESPUBLICBRONX, NY, US$500
Filing and Contact Details

Filer

EIN
13-6601520
Raw XML AppendixShowing 400 of 588 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0HERBERT STEIN, CPA, TRUSTEE TAX PREPARATION
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue015303
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue125211
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue244000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue33791
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue45951
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue59753
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue613462
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue765000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue834762
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue925255
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1020105
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1124766
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1233911
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1344890
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1484899
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1531000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1650000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1738005
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1820555
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1990000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV018485
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1997772
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond017K ATT CORP 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond126K COMCAST CABLE COMM 8.375%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond244K BANK AMERICA CORP SUB INTNTS 5.25%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond35285 CIT GROUP NEW 2ND SER A 5/01/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond45285 CIT GROUP NEW 2ND SER A 5/01/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond58808 CIT GROUP NEW 2ND SER A 5/01/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond612332 CIT GROUP NEW 2ND SER A 5/01/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond765K GENERAL ELEC CAP CORP 5.30%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond835K GENERAL ELEC CAP CORP 4.8%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond925K GEORGIA PACIFIC CORP 7.375%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1020K MBNA CAPITAL TRUST 1 8.275%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1126K IBM 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1235K SPRINT CAPITAL CORP 6.875%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1347K AT&T CORP 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1485K AT&T 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1531K BANK OF AMERICA 5.65%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1650K BANK NEW YORK 5.40%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1738K BEAR STEARNS 5.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1820K JPM CHASE CAPITAL 6.80%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1990K CERTIFICATE OF DEPOSIT CAPITAL ONE BANK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue052076
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110056
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,000 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1500 NISOURCE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2600 PEPCO HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 TECO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4600 WEINGARTEN REALTY INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5303 CIT GROUP, COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61500 AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7500 E I DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81400 VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9550 CENTURY LINK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10700 JPMORGAN CHASE NON CUM PFD
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0SEE SCHEDULE OF GRANTS AND CONTRIBUTIONS - PART XV
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER AND ANY PRINTED MAERIAL ISSUED BY THE ORGANIZATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL PURPOSES

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