Civic Intelligence

Spencer Charitable Fund

990PF • Fiscal year 2017 • EIN 13-6855911

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 22, 2017

Organization Profile
PO Box 197Larchmont, NY 10538-0197

(914) 834-1900

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$6,057

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-0.3%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$545,813

Down $9,485 (-1.7%) from 2016

Net Assets

Down

$545,813

Down $9,485 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Down

$100,659

Down $306 (-0.3%) from 2016

Expenses

Down

$156,841

Down $78,456 (-33%) from 2016

Net Income

Up

-$56,182

Up $78,150 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2012: $690,670Liabilities 2012: $12012Assets 2013: $622,220Liabilities 2013: $0Net Assets 2013: $622,2202013Assets 2014: $599,008Liabilities 2014: $0Net Assets 2014: $599,0082014Assets 2015: $593,750Liabilities 2015: $0Net Assets 2015: $593,7502015Assets 2016: $555,298Liabilities 2016: $0Net Assets 2016: $555,2982016Assets 2017: $545,813Liabilities 2017: $0Net Assets 2017: $545,8132017Assets 2018: $483,793Liabilities 2018: $0Net Assets 2018: $483,7932018Assets 2019: $555,195Liabilities 2019: $0Net Assets 2019: $555,1952019Assets 2020: $534,375Liabilities 2020: $0Net Assets 2020: $534,3752020Assets 2021: $585,789Liabilities 2021: $0Net Assets 2021: $585,7892021Assets 2022: $536,604Liabilities 2022: $12022Assets 2023: $489,385Liabilities 2023: $12023Assets 2024: $429,604Liabilities 2024: $12024Assets 2025: $468,241Liabilities 2025: $0Net Assets 2025: $468,2412025

Highlighted filing

2017

Assets$545,813
Liabilities$0
Net Assets$545,813
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $82,081Expenses 2012: $122,495Net Income 2012: -$40,4142012Expenses 2013: $155,0682013Revenue 2014: $93,169Expenses 2014: $148,168Net Income 2014: -$54,9992014Revenue 2015: $98,804Expenses 2015: $234,401Net Income 2015: -$135,5972015Revenue 2016: $100,965Expenses 2016: $235,297Net Income 2016: -$134,3322016Revenue 2017: $100,659Expenses 2017: $156,841Net Income 2017: -$56,1822017Revenue 2018: $97,120Expenses 2018: $159,162Net Income 2018: -$62,0422018Revenue 2019: $106,423Expenses 2019: $35,021Net Income 2019: $71,4022019Revenue 2020: $107,593Expenses 2020: $128,413Net Income 2020: -$20,8202020Revenue 2021: $109,448Expenses 2021: $58,603Net Income 2021: $50,8452021Revenue 2022: $114,662Expenses 2022: $173,380Net Income 2022: -$58,7182022Revenue 2023: $118,258Expenses 2023: $165,524Net Income 2023: -$47,2662023Revenue 2024: $119,575Expenses 2024: $184,070Net Income 2024: -$64,4952024Revenue 2025: $127,457Expenses 2025: $199,424Net Income 2025: -$71,9672025

Highlighted filing

2017

Revenue$100,659
Expenses$156,841
Net Income-$56,182
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON S OPPENHEIMERTrusteePT$6,057-$6,057
ALEXANDRA OPPENHEIMERTrusteePT$6,057-$6,057
JASON OPPENHEIMERTrusteePT$6,057-$6,057
Filing and Contact Details

Filer

Filer Name
Spencer Charitable Fund
EIN
13-6855911
Phone
9148341900
Address
PO Box 197, Larchmont, NY 10538-0197

Signing Officer

Name
Gordon S Oppenheimer
Title
Trustee
Phone
9148341900
Signed
2017-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Gary Haber CPA
Address
12 PALM COURT, LARKSPUR, CA 94939
Preparer
Gordon S Oppenheimer
Phone
4159272865
Raw XML Appendix351 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0James Shearwood Accounting Services
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0100649
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046697
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09086
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018171
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0100649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0100649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-56182
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0137270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01870
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0100659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011255
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01990-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt046697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt046697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0157240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046697
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-56182
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0545813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0555298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0545813
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0148998
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0148998
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0148998
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0151743
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02745
IRS990PF/DistributableAmountGrp/TotalTaxAmt02745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02745
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt03026625
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0555298
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0545813
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03680
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03680
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0544028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0540133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03020945
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04505
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0555298
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03026625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0555298
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03081078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05380
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03075698
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046216
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0151743
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03034862
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03081078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06057
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16057
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26057
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/PersonNm0GORDON S OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRA OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JASON OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt050 Howell Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11515 Park Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2780 Vine Hill Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Larchmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Mamaroneck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Martinez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010538
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0223535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0224301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0139872
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0114819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.076404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.073505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02925700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03051495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03032141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02886704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02628442
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289915
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0146755
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0146755
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0146755
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0105380197
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gordon S Oppenheimer Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148341900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY FORM CAN BE USED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GORDON S OPPENHEIMER ESQ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09148341900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Box 197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Larchmont
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0105380197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Guilding Eyes for the Blind
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Mt Sinai Sch of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Greenwich Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Smith College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Ithaca College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0611 Granite Springs Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Box 1049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25 Perryridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3260 Robert Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt433 Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5953 Danby Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Yorktown Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Greenwich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Ithaca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Northampton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Ithaca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd514850
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146755
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0148998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02243
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0146755
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033810
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036053
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01385
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13120
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21385
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt33120
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt41385
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt53120
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Due from Broker (Exxon Div 7/31)
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Due from Broker (Exxon Div 7/31)
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Due from Broker (Exxon Div 7/31)
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt22000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt22000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Publication
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046697
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains
TaxesSchedule/TaxesDetail/Amt01870
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01870
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON S OPPENHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09148341900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Spencer Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
ReturnHeader/Filer/EIN0136855911
ReturnHeader/Filer/PhoneNum09148341900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 197
ReturnHeader/Filer/USAddress/CityNm0Larchmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0105380197
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId088D64479665597E829A55C62CB48D21A2E01CC54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.189.91.150
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:08:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY HABER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 PALM COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094939
ReturnHeader/PreparerPersonGrp/PhoneNum04159272865
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON S OPPENHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-25T09:08:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,813
Liabilities
$0
Net assets
$545,813
Revenue
$100,659
Expenses
$156,841
Net income
-$56,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$1.27$1.99$0.72
2024Summary only. Only limited summary data is available for this year.$4.30$0.00$1.20$1.84$0.64
2023Summary only. Only limited summary data is available for this year.$4.89$0.00$1.18$1.66$0.47
2022Summary only. Only limited summary data is available for this year.$5.37$0.00$1.15$1.73$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$1.09$0.59$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$1.08$1.28$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$1.06$0.35$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.97$1.59$0.62
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$1.01$1.57$0.56
2016Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.01$2.35$1.34
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.99$2.34$1.36
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.93$1.48$0.55
2013Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.55
2012Summary only. Only limited summary data is available for this year.$6.91$0.00$0.82$1.22$0.40