Civic Intelligence

Holzman Samuel & Hannah Trust

990PF • Fiscal year 2012 • EIN 13-6601520

Jun 01, 2011 to May 31, 2012 • Filed on Jul 20, 2012

PO Box 48096333448
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$941,351

Flat from 2012

Net Assets

$941,351

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$52,189

Flat from 2012

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: $0Net Assets 2012: $941,3512012Assets 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

2012

Assets$941,351
Liabilities$0
Net Assets$941,351

Operations Trend

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

$60K$40K$20K$0Expenses 2011: $51,4662011Expenses 2012: $52,1892012Revenue 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

2012

Revenue-
Expenses$52,189
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Jul 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERBERT STEINTrustee-$3,202-$3,202
ARTHUR STEINTrustee-$3,202-$3,202
DAVID GENDALTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBROWARD HOUSEGENERAL PURPOSESPUBLICFORT LAUDERDALE, FL, US$5,000
Paid GrantNAT'L COLORECTAL CANCER RESEARCH ALLIANCEGENERAL PURPOSESPUBLICLOS ANGELES, CA, US$3,000
Paid GrantSMART RIDEGENERAL PURPOSESPUBLICFT LAUDERDALE, FL, US$2,500
Paid GrantHADASSAHGENERAL PURPOSESPUBLICNEW YORK, NY, US$2,000
Paid GrantAMFARGENERAL PURPOSESPUBLICNEW YORK, NY, US$2,000
Paid GrantLIVESTRONGGENERAL PURPOSESPUBLICAUSTIN, TX, US$1,500
Paid GrantALS ASSOCIATIONGENERAL PURPOSESPUBLICCALABASAS HILLS, CA, US$1,500
Paid GrantMJ FOX PARKINSON RESEARCH FOUNDGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,500
Paid GrantHOPE PROJECTGENERAL PURPOSESPUBLICW PALM BEACH, FL, US$1,500
Paid GrantSAMUEL WAXMAN CANCER RESEARCHFOUNDATIONGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Paid GrantMAZONGENERAL PURPOSESPUBLICLOS ANGELES, CA, US$1,000
Paid GrantJEWISH GUILD FOR BLINDGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Paid GrantNAT'L MULTIPLE SCLEROSIS SOCGENERAL PURPOSESPUBLICWASHINGTON, DC, US$1,000
Paid GrantBOCA RATON BICYCLE CLUBGEMERAL PURPOSESPUBLICBOCA RATON, FL, US$1,000
Paid GrantUNITED CEREBRAL PALSYGENERAL PURPOSESPUBLICROOSEVELT, NY, US$1,000
Paid GrantFAU FOUNDATIONGENERAL PURPOSESPUBLICBOCA RATON, FL, US$1,000
Paid GrantLOVE THY NEIGHBOR FUNDGENERAL PURPOSESPUBLICFT LAUDERDALE, FL, US$1,000
Paid GrantFISHER HOUSE FOUNDATIONGENERAL PURPOSESPUBLICROCKVILLE, MD, US$1,000
Paid GrantCHILDREN'S FEATGENERAL PURPOSESPUBLICBOCA RATON, FL, US$1,000
Paid GrantWEIL CORNELL MEDICAL COLLEGEGENERAL PURPOSESPUBLICNEW YORK, NY, US$1,000
Filing and Contact Details

Filer

EIN
13-6601520
Raw XML AppendixShowing 400 of 597 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/EOYBookValue365000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue434762
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue525255
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue620105
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue724766
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue833911
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue944890
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1084899
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1131000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1238005
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1320555
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1490000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV017751
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV127491
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV243728
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV365038
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV436272
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV531915
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV620150
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV735558
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV825988
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV956635
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10102426
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1130704
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1320052
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1495640
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/NameOfBond365K GENERAL ELEC CAP CORP 5.30%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond435K GENERAL ELEC CAP CORP 4.8%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond525K GEORGIA PACIFIC CORP 7.375%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond620K MBNA CAPITAL TRUST 1 8.275%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond726K IBM 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond835K SPRINT CAPITAL CORP 6.875%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond947K AT&T CORP 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1085K AT&T 6.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1131K BANK OF AMERICA 5.65%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1238K BEAR STEARNS 5.50%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1320K JPM CHASE CAPITAL 6.80%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1490K CERTIFICATE OF DEPOSIT CAPITAL ONE BANK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue052076
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue211607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue34435
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue415055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue510526
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue641396
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue718424
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue923545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1019654
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1157694
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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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112200 PUBLIC STORAGE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-08-30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HERBERT STEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ARTHUR STEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID GENDAL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
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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/PurposeOfGrantOrContribution9GEMERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20GENERAL PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SAMUEL WAXMAN CANCER RESEARCHFOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12HADASSAH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13LIVESTRONG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MAZON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15JEWISH GUILD FOR BLIND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NAT'L COLORECTAL CANCER RESEARCH ALLIANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NAT'L MULTIPLE SCLEROSIS SOC

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