Civic Intelligence

Robertson Foundation

990PF • Fiscal year 2022 • EIN 13-7068398

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 13, 2023

Organization Profile
101 Park Ave 48th FLNew York, NY 10178-4799

(212) 984-5700

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.00x

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

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

38th percentile

$447,220

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

66th percentile

2.6%

Faster asset growth than 66% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$316,112,515

Up $7,983,468 (+2.6%) from 2021

Net Assets

Up

$316,112,515

Up $7,983,468 (+2.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin58th percentile

Revenue

Down

$93,287,357

Down $11,253,570 (-11%) from 2021

Expenses

Down

$85,303,889

Down $6,909,032 (-7.5%) from 2021

Net Income

Down

$7,983,468

Down $4,344,538 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$800M$600M$400M$200M$0Assets 2011: $698,218,937Liabilities 2011: $02011Assets 2012: $635,039,036Liabilities 2012: $02012Assets 2013: $592,898,860Liabilities 2013: $02013Assets 2014: $575,141,355Liabilities 2014: $02014Assets 2015: $583,803,334Liabilities 2015: $02015Assets 2019: $385,373,960Liabilities 2019: $0Net Assets 2019: $385,373,9602019Assets 2020: $295,801,041Liabilities 2020: $0Net Assets 2020: $295,801,0412020Assets 2021: $308,129,047Liabilities 2021: $0Net Assets 2021: $308,129,0472021Assets 2022: $316,112,515Liabilities 2022: $0Net Assets 2022: $316,112,5152022Assets 2023: $237,617,838Liabilities 2023: $0Net Assets 2023: $237,617,8382023Assets 2024: $300,820,477Liabilities 2024: $0Net Assets 2024: $300,820,4772024

Highlighted filing

2022

Assets$316,112,515
Liabilities$0
Net Assets$316,112,515
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200M$100M$0-$100MRevenue 2011: $7,848,822Expenses 2011: $88,779,766Net Income 2011: -$80,930,9442011Revenue 2012: $43,673,610Expenses 2012: $106,895,639Net Income 2012: -$63,222,0292012Revenue 2013: $64,616,277Expenses 2013: $105,785,297Net Income 2013: -$41,169,0202013Revenue 2014: $98,967,397Expenses 2014: $116,727,513Net Income 2014: -$17,760,1162014Revenue 2015: $125,739,923Expenses 2015: $117,140,962Net Income 2015: $8,598,9612015Revenue 2019: $6,750,182Expenses 2019: $86,691,039Net Income 2019: -$79,940,8572019Revenue 2020: $2,146,293Expenses 2020: $91,719,212Net Income 2020: -$89,572,9192020Revenue 2021: $104,540,927Expenses 2021: $92,212,921Net Income 2021: $12,328,0062021Revenue 2022: $93,287,357Expenses 2022: $85,303,889Net Income 2022: $7,983,4682022Revenue 2023: $4,107,693Expenses 2023: $82,602,370Net Income 2023: -$78,494,6772023Revenue 2024: $173,626,586Expenses 2024: $113,944,197Net Income 2024: $59,682,3892024

Highlighted filing

2022

Revenue$93,287,357
Expenses$85,303,889
Net Income$7,983,468
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 13, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELSEY FINKELExecutive DirectorFT$430,000$17,220$447,220
RICHARD BARTHPresident (Began 07/12/2022)PT$295,673$347$296,020
ALEXANDER TUCKER ROBERTSONTrustee-$0--
ALEXANDRA ROBERTSONTrustee-$0--
CLAIRE ROBERTSONTrustee-$0--
JAMES FREEMAN MDTrustee-$0--
JULIAN H ROBERTSON JRTrustee (Deceased 08/23/2022)-$0--
JULIAN HART ROBERTSON IIITrustee-$0--
JULIAN SPENCER ROBERTSONTrustee-$0--
SARAH ROBERTSONTrustee-$0--
WYNDHAM ROBERTSONTrustee-$0--
JOHN HOODPresident (Thru 01/31/2021)PT$0--
Filing and Contact Details

Filer

Filer Name
Robertson Foundation
EIN
13-7068398
Phone
2129845700
Address
101 PARK AVE 48TH FL, NEW YORK, NY 10178-4799

Signing Officer

Name
Alexander Robertson
Title
Trustee
Phone
2129845700
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Joseph L Ali CPA
Phone
2122862600
Raw XML AppendixShowing 400 of 2,799 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13THE CRANFORD HOSPICE FOUNDATION
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2GENERAL OPERATING SUPPORT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2020.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2021.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR GRANTEE FISCAL YEAR END 06/30/2022.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9SUPPORT FOR STARSHIP FOUNDATION'S NATIONAL AIR AMBULANCE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10AIR AMBULANCE SERVICE & PICU EXPANSION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11AIR AMBULANCE SERVICE & PICU EXPANSION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12GENERAL OPERATING SUPPORT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13BUILD OF CRANFORD HOSPICE'S NEW HOME AT CHERTERHOPE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt269 EAST 93RD STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3C/O ROBERTSON FOUNDATION 101 PARK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4C/O ROBERTSON FOUNDATION 101 PARK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5C/O ROBERTSON FOUNDATION 101 PARK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6C/O ROBERTSON FOUNDATION 101 PARK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7C/O ROBERTSON FOUNDATION 101 PARK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8C/O ROBERTSON FOUNDATION 101 PARK
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt2AVENUE 48TH FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt3AVENUE 48TH FL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt4AVENUE 48TH FL
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7NEW YORK
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XIII, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1OUT OF CORPUS ELECTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY - ROBERTSON FOUNDATION CORPORATIONEMPLOYER ID NO - N/AADDRESS - C/O DAVID WHITTOME, WALKER HOUSE, 87 MARY STREET, GEORGE TOWN, KY1-9002, CAYMAN ISLANDSEXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - $160,000,000DESCRIPTION OF TRANSFER - CASHTRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $26,050,000DESCRIPTION OF TRANSFER - CASH
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FOR ITS TAXABLE YEAR ENDING NOVEMBER 30, 2022, THE FOUNDATION IS ELECTING, PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND TREASURY REGULATIONS SECTIONS 1.170A-9(H)(2)(V) AND 53.4942(A)-3(C)(2)(IV), TO TREAT DISTRIBUTIONS OF $100,000,000.00 (WHICH EQUALS THE TOTAL VALUE OF ALL CONTRIBUTIONS RECEIVED DURING THE FOUNDATION'S TAXABLE YEAR ENDING NOVEMBER 30, 2022) AS DISTRIBUTIONS OUT OF CORPUS. IN ADDITION, THE FOUNDATION HAS NO UNDISTRIBUTED INCOME FOR ITS TAXABLE YEAR ENDED NOVEMBER 30, 2022 OR THE PRIOR YEAR. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A PASSTHROUGH FOUNDATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(F)(II).
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0185560611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROBERTSON FOUNDATION CORPORATION 3,563 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0355168544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02344927
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-9668638
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0225593
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FOUNDATION ADMINISTRATION INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04387
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0381088
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-7093731
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0381088
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-6712643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt076448
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt076448
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt057783
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0667890
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0725673
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078678269
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078678269
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt033789
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02344927
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02344927
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07983468
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0143345874
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0225593
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0225593
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt043824
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt043824
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-9668638
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt038009587
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0742499
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0742499
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt0265734
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01924317
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02190051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0299655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0299655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0381088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt035439067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0385475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0128702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128702
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt057571
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0682177
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0739748
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01500000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0381088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0381088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083389012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085303889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt038009587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt093287357
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0381088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04710743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06625620
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0145231
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0145231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0153014512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9668638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9668638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0143345874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-9668638
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07983468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0316112515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0308129047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0316112515
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026904338
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026904338
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026904338
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027432671
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0528333
IRS990PF/DistributableAmountGrp/TotalTaxAmt0528333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0350000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01193802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0528333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0665469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0315469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0528333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0528333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01193802
IRS990PF/FMVAssetsEOYAmt0485720448
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0247123
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0271056
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0271056
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0553077
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0627531
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt039450
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt074454
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt074454
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0308129047
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0316112515
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt09457853
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0283191
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0283191
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0193152393
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0185560611
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0355168544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0105232228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0129923203
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0129923203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0308129047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0316112515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0485720448
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0308129047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0316112515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0308129047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0316112515
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0557008549
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041096919
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0515713005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08355128
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0198625
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027432671
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0548653421
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0557008549
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0298750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1271646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2249988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3261500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4207313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt059450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt156163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt268246
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt355250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt434776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CARMEN M ROGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LEIGHANNE M OLSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2CHRISTEN LOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3DEBORAH RUTIGLIANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4SARAH I GEATHERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR OF ADMINIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0101 PARK AVE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1101 PARK AVE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2101 PARK AVE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3101 PARK AVE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4101 PARK AVE 48TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd1101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd2101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd3101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd4101784799
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt076448
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0101670008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt925.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,112,515
Liabilities
$0
Net assets
$316,112,515
Revenue
$93,287,357
Expenses
$85,303,889
Net income
$7,983,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$301$0.00$301$174$114$59.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$238$0.00$238$4.11$82.6$78.5
2022Detailed filing. Detailed filing data is available for this year.$316$0.00$316$93.3$85.3$7.98
2021Detailed filing. Detailed filing data is available for this year.$308$0.00$308$105$92.2$12.3
2020Detailed filing. Detailed filing data is available for this year.$296$0.00$296$2.15$91.7$89.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$385$0.00$385$6.75$86.7$79.9
2015Summary only. Only limited summary data is available for this year.$584$0.00$126$117$8.60
2014Summary only. Only limited summary data is available for this year.$575$0.00$99.0$117$17.8
2013Summary only. Only limited summary data is available for this year.$593$0.00$64.6$106$41.2
2012Summary only. Only limited summary data is available for this year.$635$0.00$43.7$107$63.2
2011Summary only. Only limited summary data is available for this year.$698$0.00$7.85$88.8$80.9