Civic Intelligence

Robert a and Renee E Belfer Family Foundation

990PF • Fiscal year 2020 • EIN 13-6935616

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

Organization Profile
CO Belfer Mgt 767 5th Ave No 46New York, NY 10153

(212) 508-9500

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-217%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-91%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$71,834

Down $13,957 (-16%) from 2019

Net Assets

Down

$71,834

Down $13,957 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$6,428

Down $65,425 (-91%) from 2019

Expenses

Down

$20,385

Down $19,669 (-49%) from 2019

Net Income

Down

-$13,957

Down $45,756 (-144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2011: $11,897,449Liabilities 2011: $0Net Assets 2011: $11,897,4492011Assets 2012: $7,400,864Liabilities 2012: $0Net Assets 2012: $7,400,8642012Assets 2013: $4,881,997Liabilities 2013: $0Net Assets 2013: $4,881,9972013Assets 2014: $6,518,652Liabilities 2014: $0Net Assets 2014: $6,518,6522014Assets 2015: $1,469,769Liabilities 2015: $02015Assets 2016: $805,869Liabilities 2016: $0Net Assets 2016: $805,8692016Assets 2017: $123,870Liabilities 2017: $0Net Assets 2017: $123,8702017Assets 2018: $53,992Liabilities 2018: $0Net Assets 2018: $53,9922018Assets 2019: $85,791Liabilities 2019: $0Net Assets 2019: $85,7912019Assets 2020: $71,834Liabilities 2020: $0Net Assets 2020: $71,8342020Assets 2021: $120,410Liabilities 2021: $0Net Assets 2021: $120,4102021Assets 2022: $80,571Liabilities 2022: $0Net Assets 2022: $80,5712022Assets 2023: $82,539Liabilities 2023: $0Net Assets 2023: $82,5392023Assets 2024: $84,949Liabilities 2024: $0Net Assets 2024: $84,9492024

Highlighted filing

2020

Assets$71,834
Liabilities$0
Net Assets$71,834
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $5,867,0592011Expenses 2012: $9,373,3132012Revenue 2013: $4,414,943Expenses 2013: $8,854,314Net Income 2013: -$4,439,3712013Revenue 2014: $2,654,210Expenses 2014: $1,017,555Net Income 2014: $1,636,6552014Revenue 2015: $373,905Expenses 2015: $5,422,788Net Income 2015: -$5,048,8832015Revenue 2016: $158,941Expenses 2016: $822,841Net Income 2016: -$663,9002016Revenue 2017: $108,618Expenses 2017: $790,617Net Income 2017: -$681,9992017Revenue 2018: $27,148Expenses 2018: $97,026Net Income 2018: -$69,8782018Revenue 2019: $71,853Expenses 2019: $40,054Net Income 2019: $31,7992019Revenue 2020: $6,428Expenses 2020: $20,385Net Income 2020: -$13,9572020Revenue 2021: $48,802Expenses 2021: $226Net Income 2021: $48,5762021Revenue 2022: -$39,416Expenses 2022: $423Net Income 2022: -$39,8392022Revenue 2023: $2,018Expenses 2023: $50Net Income 2023: $1,9682023Revenue 2024: $2,647Expenses 2024: $237Net Income 2024: $2,4102024

Highlighted filing

2020

Revenue$6,428
Expenses$20,385
Net Income-$13,957
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A BELFERPres./Sect-$0--
RENEE E BELFERTrustee-$0--
LAURENCE D BELFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert a & Renee E Belfer Family
EIN
13-6935616
Phone
2125089500
Address
CO BELFER MGT 767 5TH AVE NO 46, NEW YORK, NY 10153

Signing Officer

Name
Robert a Belfer
Title
President
Phone
2125089500
Signed
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Steven Hurok
Phone
2126971000
Raw XML Appendix345 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A BELFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RENEE E BELFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURENCE D BELFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./SECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1767 FIFTH AVENUE 46TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2767 FIFTH AVENUE 46TH FLOOR
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BELFER MANAGEMENT LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0767 FIFTH AVENUE 46TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010153
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125089500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PUBLIC ORGANIZED CHARITIES - SOLICITATIONS ONLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT A BELFER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02125089500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0767 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010153
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONLY PUBLIC ORGANIZED CHARITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT A BELFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt092ND STREET Y
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01395 LEXINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 FIFTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04458
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt086071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0758716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0504513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04044026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04044026
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01399559
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt086071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0758716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0504513
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015542
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05443585
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05428043
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0THE SC FUNDAMENTAL VALUE FUND LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A BELFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125089500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT A & RENEE E BELFER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0136935616
ReturnHeader/Filer/PhoneNum02125089500
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BELFER MGT 767 5TH AVE NO 46
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010153
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222428965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN HUROK
ReturnHeader/ReturnTs02021-11-04T09:09:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELFER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,834
Liabilities
$0
Net assets
$71,834
Revenue
$6,428
Expenses
$20,385
Net income
-$13,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.04$0.00$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.05$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.03$0.10$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.11$0.79$0.68
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.16$0.82$0.66
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.37$5.42$5.05
2014Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$2.65$1.02$1.64
2013Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$4.41$8.85$4.44
2012Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$9.37
2011Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$5.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits