Civic Intelligence

Schlosstein-Hartley Fam Foundation Tr

990PF • Fiscal year 2020 • EIN 13-7268307

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 15, 2020

Organization Profile
C/O C Morganstein PO Box 471Saratoga Springs, NY 12866

(212) 549-5100

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-820%

Higher net margin than 5% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

3rd percentile

-30%

Faster asset growth than 3% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-93%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$3,054,953

Down $1,305,907 (-30%) from 2019

Net Assets

$3,054,953

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin5th percentile

Revenue

Down

$139,079

Down $1,883,150 (-93%) from 2019

Expenses

Down

$1,279,986

Down $1,243,280 (-49%) from 2019

Net Income

Down

-$1,140,907

Down $639,870 (-128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$10M$5.0M$0Assets 2011: $8,904,367Liabilities 2011: $02011Assets 2012: $7,295,131Liabilities 2012: $02012Assets 2013: $6,853,421Liabilities 2013: $02013Assets 2014: $6,684,214Liabilities 2014: $02014Assets 2015: $7,514,018Liabilities 2015: $02015Assets 2019: $4,360,860Liabilities 2019: $02019Assets 2020: $3,054,953Liabilities 2020: $0Net Assets 2020: $3,054,9532020Assets 2021: $3,435,279Liabilities 2021: $0Net Assets 2021: $3,435,2792021Assets 2022: $2,633,100Liabilities 2022: $0Net Assets 2022: $2,633,1002022Assets 2023: $3,619,174Liabilities 2023: $0Net Assets 2023: $3,619,1742023Assets 2024: $3,351,912Liabilities 2024: $0Net Assets 2024: $3,351,9122024

Highlighted filing

2020

Assets$3,054,953
Liabilities$0
Net Assets$3,054,953
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,040,863Expenses 2011: $1,088,512Net Income 2011: -$47,6492011Revenue 2012: -$144,991Expenses 2012: $1,464,245Net Income 2012: -$1,609,2362012Revenue 2013: $244,428Expenses 2013: $686,138Net Income 2013: -$441,7102013Revenue 2014: $878,846Expenses 2014: $1,048,053Net Income 2014: -$169,2072014Revenue 2015: $3,009,111Expenses 2015: $1,130,807Net Income 2015: $1,878,3042015Revenue 2019: $2,022,229Expenses 2019: $2,523,266Net Income 2019: -$501,0372019Revenue 2020: $139,079Expenses 2020: $1,279,986Net Income 2020: -$1,140,9072020Revenue 2021: $3,784,426Expenses 2021: $2,573,350Net Income 2021: $1,211,0762021Revenue 2022: $1,118,404Expenses 2022: $1,920,583Net Income 2022: -$802,1792022Revenue 2023: $3,115,990Expenses 2023: $1,925,000Net Income 2023: $1,190,9902023Revenue 2024: $1,773,410Expenses 2024: $1,623,572Net Income 2024: $149,8382024

Highlighted filing

2020

Revenue$139,079
Expenses$1,279,986
Net Income-$1,140,907
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH L SCHLOSSTEINTrustee-$0--
JANE HARTLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schlosstein Hartley Foundation
EIN
13-7268307
In Care Of
% FOUNDATION
Address
C/O C MORGANSTEIN PO BOX 471, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Ralph Schlosstein
Title
Trustee
Phone
5188863466
Signed
2020-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Rockefeller & Co LLC
Address
45 Rockefeller Plaza 5th Floor, New York, NY 10111-0212
Preparer
Carissa L Morganstein
Phone
2125495100
Raw XML Appendix341 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01390747
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt85349
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1175
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3150,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,050,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200,000 UST BILL DUE 11/21/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,500,000 UST BILL DUE 1/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,400,000 UST BILL DUE 4/30/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-02
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-04-06
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-11-21
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1140907
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0165000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03219953
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04360860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03054953
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0261823
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0261823
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0261823
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0263064
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01241
IRS990PF/DistributableAmountGrp/TotalTaxAmt01241
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0832156
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04841197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04360860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03054953
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04360860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03054953
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03079869
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080121
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05261271
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE HARTLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O C MORGANSTEIN PO BOX 471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA SPRINGS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01962369
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01086909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.211238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.340494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.272005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.123405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.17068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.149604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05261271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07409684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07214448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07404499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06698396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07265251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01279986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.056188
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01278745
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01279986
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01241
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01279986
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O RCM PO BOX 471
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188863466
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RALPH L SCHLOSSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01279500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O C MORGANSTEIN PO BOX 471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01279500
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/AppliedToCurrentYearAmt0261823
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0261823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02154400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01631803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0578940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0810304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0725253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0725253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06193610
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01018163
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02154400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01631803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0578940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0810304
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01279986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01018163
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06918863
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05900700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0165000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015000
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH SCHLOSSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05188863466
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHLOSSTEIN HARTLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0137268307
ReturnHeader/Filer/InCareOfNm0% FOUNDATION
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O C MORGANSTEIN PO BOX 471
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rockefeller & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Rockefeller Plaza 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110212
ReturnHeader/PreparerPersonGrp/PhoneNum02125495100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carissa L Morganstein
ReturnHeader/ReturnTs02021-02-17T15:20:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,054,953
Liabilities
$0
Net assets
$3,054,953
Revenue
$139,079
Expenses
$1,279,986
Net income
-$1,140,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.77$1.62$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$3.12$1.93$1.19
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.12$1.92$0.80
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$3.78$2.57$1.21
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.14$1.28$1.14
2019Summary only. Only limited summary data is available for this year.$4.36$0.00$2.02$2.52$0.50
2015Summary only. Only limited summary data is available for this year.$7.51$0.00$3.01$1.13$1.88
2014Summary only. Only limited summary data is available for this year.$6.68$0.00$0.88$1.05$0.17
2013Summary only. Only limited summary data is available for this year.$6.85$0.00$0.24$0.69$0.44
2012Summary only. Only limited summary data is available for this year.$7.30$0.00$0.14$1.46$1.61
2011Summary only. Only limited summary data is available for this year.$8.90$0.00$1.04$1.09$0.05