Civic Intelligence

Michael & Joan Dritz Charitable Trust Ua Dtd 122386

990PF • Fiscal year 2013 • EIN 13-6884604

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization Profile
c/o 20 Cole Drive10504

(914) 273-3342

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

97th percentile

235%

Faster asset growth than 97% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

685%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$32,482

Up $22,785 (+235%) from 2012

Net Assets

$32,482

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$83,987

Up $73,288 (+685%) from 2012

Expenses

Down

$42,395

Down $18,487 (-30%) from 2012

Net Income

Up

$41,592

Up $91,775 (+183%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$150K$100K$50K$0Assets 2010: $108,163Liabilities 2010: $02010Assets 2011: $70,288Liabilities 2011: $02011Assets 2012: $9,697Liabilities 2012: $02012Assets 2013: $32,482Liabilities 2013: $0Net Assets 2013: $32,4822013Assets 2014: $55,050Liabilities 2014: $02014Assets 2015: $41,774Liabilities 2015: $0Net Assets 2015: $41,7742015Assets 2016: $27,146Liabilities 2016: $0Net Assets 2016: $27,1462016Assets 2017: $92,899Liabilities 2017: $0Net Assets 2017: $92,8992017Assets 2018: $88,511Liabilities 2018: $0Net Assets 2018: $88,5112018Assets 2019: $32,703Liabilities 2019: $0Net Assets 2019: $32,7032019Assets 2020: $31,681Liabilities 2020: $0Net Assets 2020: $31,6812020Assets 2021: $10,708Liabilities 2021: $0Net Assets 2021: $10,7082021Assets 2022: $17,679Liabilities 2022: $0Net Assets 2022: $17,6792022Assets 2023: $1,153Liabilities 2023: $12023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$32,482
Liabilities$0
Net Assets$32,482
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $47,976Expenses 2010: $36,272Net Income 2010: $11,7042010Revenue 2011: $38,820Expenses 2011: $76,392Net Income 2011: -$37,5722011Revenue 2012: $10,699Expenses 2012: $60,882Net Income 2012: -$50,1832012Revenue 2013: $83,987Expenses 2013: $42,395Net Income 2013: $41,5922013Revenue 2014: $52,437Expenses 2014: $29,869Net Income 2014: $22,5682014Revenue 2015: $9,582Expenses 2015: $22,858Net Income 2015: -$13,2762015Revenue 2016: $18,785Expenses 2016: $33,413Net Income 2016: -$14,6282016Revenue 2017: $90,344Expenses 2017: $24,591Net Income 2017: $65,7532017Revenue 2018: $18,011Expenses 2018: $22,399Net Income 2018: -$4,3882018Revenue 2019: $13,984Expenses 2019: $17,025Net Income 2019: -$3,0412019Revenue 2020: $62,613Expenses 2020: $27,888Net Income 2020: $34,7252020Revenue 2021: $3,201Expenses 2021: $24,174Net Income 2021: -$20,9732021Revenue 2022: $16,017Expenses 2022: $33,496Net Income 2022: -$17,4792022Revenue 2023: $10,655Expenses 2023: $27,181Net Income 2023: -$16,5262023Revenue 2024: $0Expenses 2024: $1,153Net Income 2024: -$1,1532024

Highlighted filing

2013

Revenue$83,987
Expenses$42,395
Net Income$41,592
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael DritzOfficer-$0--
Joan DritzOfficer-$0--
Susan RapaportOfficer-$0--
Filing and Contact Details

Filer

EIN
13-6884604
Phone
9142733342

Signing Officer

Name
Michael Dritz
Title
Officer
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Ranan J Wichler
Phone
5619486549
Raw XML Appendix321 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0293
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt027788
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt028081
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028081
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027788
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042114
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042114
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt055906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0293
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0293
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt041592
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt052453
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027788
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0256
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042114
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt042395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt083987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68343
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/PropertyDesc0100 CVS Caremark
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 CVS Caremark
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc235 Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3225 Comcast
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc433 Comcast
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc570 Comcast
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 Comcast
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027788
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018807
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt051289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032482
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01041
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01041
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01041
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01319
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0278
IRS990PF/DistributableAmountGrp/TotalTaxAmt0278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0166
IRS990PF/FMVAssetsEOYAmt033117
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01825
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012175
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012175
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020942
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09697
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt032482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt032482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt033117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt032482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09697
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt032482
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019784
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0402
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01319
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026382
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Dritz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joan Dritz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan Rapaport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1020 Cole Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1120 Cole Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12c/o 20 Cole Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Armonk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Armonk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Armonk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode010504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode110504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode210504
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt017373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt017651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt060275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt075436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt034924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt043703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt033067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.65852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.29951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.85064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.35113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.48216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.30915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt026382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt088682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt099462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt090641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0106960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt042114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.29258
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041836
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042114
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0278
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042114
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1020 Cole Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Armonk
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode010504
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Joan Dritz
IRS990PF/StatementsRegardingActyGrp/PhoneNum09142733342
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written documentation including Sec. 501(c) status.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Mrs Joan Dritz
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09142733342
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1020 Cole Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Armonk
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode010504
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0At minimum must be 501(c) entity.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Rolling
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Michael Dritz
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Joan Dritz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Syracuse University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt03rd Party
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10University Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Syracuse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode013244
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042114
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/AppliedToCurrentYearAmt01041
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0244715
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039633
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042114
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041073
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0272660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0231587
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount018807
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Adjust to reflect actual cost of marketable sec.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0256
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0256
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Dritz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Michael & Joan Dritz Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine20ua DTD 122386
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0136884604
ReturnHeader/Filer/PhoneNum09142733342
ReturnHeader/Filer/USAddress/AddressLine10c/o 20 Cole Drive
ReturnHeader/Filer/USAddress/City0Armonk
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271574588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROY F GLASSBERG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1179
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334291179
ReturnHeader/PreparerPersonGrp/PhoneNum05619486549
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANAN J WICHLER
ReturnHeader/ReturnTs02014-11-14T11:07:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,482
Liabilities
$0
Net assets
$32,482
Revenue
$83,987
Expenses
$42,395
Net income
$41,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.11$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.16$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.24$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.63$0.28$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.14$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.18$0.22$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.90$0.25$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.19$0.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.23$0.13
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.52$0.30$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.84$0.42$0.42
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.11$0.61$0.50
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.39$0.76$0.38
2010Summary only. Only limited summary data is available for this year.$1.08$0.00$0.48$0.36$0.12