Civic Intelligence

William & Dewey Edelman Charitable Trust

990T • Fiscal year 2021 • EIN 13-7109390

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 16, 2022

Organization Profile
PO Box 306 2665 Cedar LaneEast Marion, NY 11939

(631) 477-0810

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,139,465Liabilities 2011: $02011Assets 2012: $13,323,707Liabilities 2012: $02012Assets 2013: $14,181,806Liabilities 2013: $226,1332013Assets 2014: $13,545,516Liabilities 2014: $7,3722014Assets 2015: $13,041,497Liabilities 2015: $6,892Net Assets 2015: $13,034,6052015Assets 2019: $14,667,144Liabilities 2019: $5,245Net Assets 2019: $14,661,8992019Assets 2020: $13,856,597Liabilities 2020: $6,188Net Assets 2020: $13,850,4092020Assets 2021: $13,785,903Liabilities 2021: $5,644Net Assets 2021: $13,780,2592021Assets 2022: $13,684,369Liabilities 2022: $5,529Net Assets 2022: $13,678,8402022Assets 2023: $13,188,899Liabilities 2023: $6,3092023Assets 2024: $12,307,732Liabilities 2024: $5,618Net Assets 2024: $12,302,1142024

Latest loaded filing

2024

Assets$12,307,732
Liabilities$5,618
Net Assets$12,302,114
Open 2024 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $501,845Expenses 2011: $827,957Net Income 2011: -$326,1122011Revenue 2012: $1,116,823Expenses 2012: $932,581Net Income 2012: $184,2422012Revenue 2013: $1,506,147Expenses 2013: $874,181Net Income 2013: $631,9662013Revenue 2014: $630,592Expenses 2014: $1,048,121Net Income 2014: -$417,5292014Revenue 2015: $432,281Expenses 2015: $935,820Net Income 2015: -$503,5392015Revenue 2019: $1,174,181Expenses 2019: $1,028,291Net Income 2019: $145,8902019Revenue 2020: $441,508Expenses 2020: $1,252,998Net Income 2020: -$811,4902020Revenue 2021: $1,159,830Expenses 2021: $1,229,980Net Income 2021: -$70,1502021Revenue 2022: $1,235,565Expenses 2022: $1,336,984Net Income 2022: -$101,4192022Revenue 2023: $665,731Expenses 2023: $1,161,981Net Income 2023: -$496,2502023Revenue 2024: $396,486Expenses 2024: $1,276,962Net Income 2024: -$880,4762024

Latest loaded filing

2024

Revenue$396,486
Expenses$1,276,962
Net Income-$880,476
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 16, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
William & Dewey Edelman Charitable Trust
EIN
13-7109390
Phone
6314770810
Address
PO BOX 306 2665 CEDAR LANE, EAST MARION, NY 11939

Signing Officer

Name
Kenneth L Stein
Title
Trustee
Phone
6314770810
Signed
2022-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Schulman Lobel Llp
Address
1001 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Marc D Zand CPA
Phone
2128685781
Raw XML Appendix214 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt08998
IRS1120ScheduleD/Form4797GainOrLossAmt028512
IRS1120ScheduleD/NetCapitalGainAmt044751
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt044751
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt08998
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt016239
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt08998
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0126
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt18464
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt27649
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AG REALTY VALUE FUND X LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BLACKSTONE GROWTH AIV L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2BODLEIAN PARNERS B, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt016239
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-67
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AG REALTY VALUE FUND X LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BODLEIAN PARNERS B, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2OXBRIDGE PARTNERS, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt08998
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt07826
IRS990T/BooksInCareOfDetail/PersonNm0KENNETH L STEIN
IRS990T/BooksInCareOfDetail/PhoneNum06314770810
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 306 2665 CEDAR LANE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0EAST MARION
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd011939
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IRS990T/ChangeInMethodOfAccountingInd00
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/CapitalGainNetIncomeAmt18464
IRS990TScheduleA/CapitalGainNetIncomeAmt29200
IRS990TScheduleA/CapitalGainNetIncomeAmt30
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
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IRS990TScheduleA/PrincipalBusinessActivityCd0523000
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalAllocableDeductionsAmt40
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
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IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgDeductionAmt40
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt40
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionsAmt20
IRS990TScheduleA/TotalDeductionsAmt30
IRS990TScheduleA/TotalDeductionsAmt40
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDeductionSetAsidesAmt40
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt40
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
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IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt40
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt40
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt40
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt40
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-15091
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt149
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-3156
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt3947
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt44878
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentDeductionsAmt40
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalRentIncomeAmt40
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt40
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt40
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt021061
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt149
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt25308
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt310147
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt44878
IRS990TScheduleA/TotUnrltTrdBusIncmAmt021061
IRS990TScheduleA/TotUnrltTrdBusIncmAmt149
IRS990TScheduleA/TotUnrltTrdBusIncmAmt25308
IRS990TScheduleA/TotUnrltTrdBusIncmAmt310147
IRS990TScheduleA/TotUnrltTrdBusIncmAmt44878
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt40
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIP - AG REALTY VALUE FUND X LP
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT IN PARTNERSHIP - BLACKSTONE GROWTH LP
IRS990TScheduleA/TradeOrBusinessDesc2INVESTMENT IN PARTNERSHIP - BLACKSTONE GROWTH AIV LP
IRS990TScheduleA/TradeOrBusinessDesc3INVESTMENT IN PARTNERSHIP - BODLEIAN PARTNERS B, LP
IRS990TScheduleA/TradeOrBusinessDesc4INVESTMENT IN PARTNERSHIP - OXBRIDGE PARTNERS LP
IRS990TScheduleA/UBIBeforeNOLDedAmt021061
IRS990TScheduleA/UBIBeforeNOLDedAmt149
IRS990TScheduleA/UBIBeforeNOLDedAmt25308
IRS990TScheduleA/UBIBeforeNOLDedAmt310147
IRS990TScheduleA/UBIBeforeNOLDedAmt44878
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt021061
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt149
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt25308
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt310147
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt44878
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt07644
IRS990T/TaxLessCreditsAmt07644
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt07644
IRS990T/TotalTaxComputationAmt07644
IRS990T/TotalUBTIAmt036399
IRS990T/TotalUBTIBeforeNOLSpecificAmt037399
IRS990T/TotalUBTIBeforeSection199AAmt037399
IRS990T/TotalUBTIComputedAmt041443
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH L STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06314770810
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & DEWEY EDELMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0137109390
ReturnHeader/Filer/PhoneNum06314770810
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 306 2665 CEDAR LANE
ReturnHeader/Filer/USAddress/CityNm0EAST MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011939
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223840651
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02128685781
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC D ZAND CPA
ReturnHeader/ReturnTs02022-11-16T15:45:49-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$0.40$1.28$0.88
2023Summary only. Only limited summary data is available for this year.$13.2$0.01$0.67$1.16$0.50
2022Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$1.24$1.34$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.01$13.8$1.16$1.23$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$0.44$1.25$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.01$14.7$1.17$1.03$0.15
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.43$0.94$0.50
2014Summary only. Only limited summary data is available for this year.$13.5$0.01$0.63$1.05$0.42
2013Summary only. Only limited summary data is available for this year.$14.2$0.23$1.51$0.87$0.63
2012Summary only. Only limited summary data is available for this year.$13.3$0.00$1.12$0.93$0.18
2011Summary only. Only limited summary data is available for this year.$13.1$0.00$0.50$0.83$0.33