Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
94th percentile
Higher top officer pay than 94% of similar nonprofits.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
$37,739,770
No earlier filing loaded for comparison.
Net Assets
$36,993,677
No earlier filing loaded for comparison.
Liabilities
$746,093
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
$2,871,842
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Jan 30, 2013
- Return Version
- 2011v1.5
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BEATRICE STERN | Pres&Treasurer | FT | $175,577 | $19,634 | $195,211 |
| ELISABETH ELLEN STERN | Vice President | FT | $152,200 | $7,816 | $160,016 |
| COLLEEN ZLOCK | Secretary | - | $3,750 | - | $3,750 |
| LUCY COHAN | Director | - | $0 | - | - |
| JOAN O STERN | Director | - | $0 | - | - |
| PETER ERWIN | Director | - | $0 | - | - |
| JOHN PETER STERN | Director | - | $0 | - | - |
| PETER LAMB | Director | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | MOUNTAINVILLE, NY, US | $1,456,000 |
| Approved Future Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $300,000 |
| Approved Future Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | MOUNTAINVILLE, NY, US | $168,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $102,000 |
| Paid Grant | - | SUPPORT EDUCATIONAL INST | 501(c)(3) | PUTNEY, VT, US | $25,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | POUGHKEEPSIE, NY, US | $25,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MONTGOMERY, NY, US | $25,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | CORNWALL, NY, US | $25,000 |
| Approved Future Grant | - | EDUCATION | 501(c)(3) | NEW HAVEN, CT, US | $20,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $17,500 |
| Paid Grant | - | SUPPORT EDUCATIONAL INST | 501(c)(3) | NEW YORK, NY, US | $15,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | BOSTON, MA, US | $10,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $10,000 |
| Paid Grant | - | INTERNATIONAL WELFARE | 501(c)(3) | NEW YORK, NY, US | $10,000 |
| Paid Grant | - | SUPPORT EDUCATIONAL INST | 501(c)(3) | NEW YORK, NY, US | $10,000 |
| Paid Grant | - | SUPPORT EDUCATIONAL INST | 501(c)(3) | RED HOOK, NY, US | $10,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | SILVER SPRING, MD, US | $8,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEW YORK, NY, US | $8,000 |
| Paid Grant | - | SUPPORT EDUCATION INST | 501(c)(3) | WASHINGTON, DC, US | $7,500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | HYDE PARK, NY, US | $6,600 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | LONG ISLAND CITY, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | SAN FRANCISCO, CA, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | CORNWALL, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEWBURGH, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | SILVER SPRINGS, MD, US | $5,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MONTGOMERY, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | PURCHASE, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | WASHINGTON, DC, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MIDDLETOWN, NY, US | $5,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | HARTSDALE, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEWBURGH, NY, US | $5,000 |
| Paid Grant | - | INTERNATIONAL WELFARE | 501(c)(3) | SPRING VALLEY, NY, US | $5,000 |
| Paid Grant | - | INTERNATIONAL WELFARE | 501(c)(3) | BOSTON, MA, US | $5,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | CORNWALL, NY, US | $5,000 |
| Paid Grant | - | SUPPORT EDUCATIONAL INST | 501(c)(3) | NEW YORK, NY, US | $5,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEWBURGH, NY, US | $3,100 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MIDDLETOWN, NY, US | $3,000 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEW WINDSOR, NY, US | $3,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | COLD SPRING, NY, US | $2,500 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | NEW YORK, NY, US | $2,500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | NEW YORK, NY, US | $2,500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | CHELSEA, NY, US | $2,500 |
| Paid Grant | - | SUPPORT EDUCATION INST | 501(c)(3) | NEW YORK, NY, US | $1,500 |
| Paid Grant | - | FURTHERANCE OF THE ARTS | 501(c)(3) | WASHINGTON, DC, US | $1,500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | FRANKLIN, MI, US | $1,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | WASHINGTON, DC, US | $1,000 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MAHWAH, NJ, US | $500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | MIDDLETOWN, NY, US | $500 |
| Paid Grant | - | COMMUNITY WELFARE | 501(c)(3) | CORNWALL, NY, US | $500 |
Filing and Contact Details
Filer
- EIN
- 14-1455902
Raw XML AppendixShowing 400 of 1,030 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 |
|---|---|---|
| AccountingFeesSchedule/AccountingFees/AdjustedNetIncome | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/Amount | 0 | 6130 |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 0 |
| ContractorCompensationExpln/ContractorCompExplanation/ContractorNameBusiness/BusinessNameLine1 | 0 | R E LOWENBERG CAPITAL MANAGEMENT |
| DepreciationSchedule/Depreciation/AdjustedNetIncome | 0 | 2966 |
| DepreciationSchedule/Depreciation/ComputationMethod | 0 | 54 |
| DepreciationSchedule/Depreciation/CostOrOtherBasis | 0 | 14832 |
| DepreciationSchedule/Depreciation/CurrentYearExpense | 0 | 2966 |
| DepreciationSchedule/Depreciation/DateAcquired | 0 | 2010-12-31 |
| DepreciationSchedule/Depreciation/DescriptionOfProperty | 0 | EQUIPMENT |
| DepreciationSchedule/Depreciation/NetInvestmentIncome | 0 | 2966 |
| DepreciationSchedule/Depreciation/PriorYearsDepreciation | 0 | 1483 |
| DepreciationSchedule/Depreciation/Rate | 0 | 0.2000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 10025 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 771680 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 326393 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 101373 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 663500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 171903 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 1404620 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 863664 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 533726 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 956280 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 852540 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 1838800 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 12 | 875400 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 13 | 48750 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 14 | 394020 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 15 | 274680 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 16 | 740740 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 17 | 65775 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 18 | 296068 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 19 | 200429 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 20 | 146060 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 10025 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 771680 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 326393 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 101373 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 663500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 171903 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 1404620 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 863664 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 533726 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 956280 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 852540 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 1838800 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 12 | 875400 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 13 | 48750 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 14 | 394020 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 15 | 274680 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 16 | 740740 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 17 | 65775 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 18 | 296068 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 19 | 200429 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 20 | 146060 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | THE ENGINEERS OIL & SHALE COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | WELLS FARGO & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | VECTREN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | TCF FINANCIAL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | PEPSICO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | MOTOROLA |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | MCDONALDS CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | LORILLARD INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | LOWES CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | KIMBERLY CLARK |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | JOHNSON & JOHNSON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | IBM |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | HELMERICH & PAYNE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | HARTFORD FINANCIAL SVCS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | GENERAL ELECTRIC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | EI DUPONT DE NEMOURS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | CULLEN FROST BANKERS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | CITIGROUP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | CIMAREX ENERGY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | CASTLE AM & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | AMERICAN NATIONAL INSURANCE |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 143032 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 300672 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 7911511 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 3 | 242631 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 4 | 1055443 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 5 | 1501694 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 6 | 701859 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 7 | 1090602 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 8 | 1459116 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 9 | 1379330 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 10 | 49740 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 11 | 297485 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 12 | 338912 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 13 | 70947 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 14 | 3343108 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 15 | 3179580 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 16 | 118642 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | LANDMARK OPPORTUNITY FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | COHESIVE PARTNERS |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 2 | ELLIOT INTERNATIONAL LIMITED |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 3 | MRG FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 4 | TRIDENT V FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 5 | HIGHBRIDGE |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 6 | TRIDENT IV FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 7 | ACORN OVERSEAS LIMITED |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 8 | SENECA CAPITAL |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 9 | LEXINGTON VI PARTNERS |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 10 | TRIDENT III FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 11 | WEXFORD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 12 | LEXINGTON V PARTNERS |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 13 | TRIDENT II FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 14 | LANDMARK EQUITIES |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 15 | DAVIDSON KEMPNER |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 16 | PALOMA PARTNERS |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 17 | LEXINGTON II PARTNERS |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 143032 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 1 | 300672 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 2 | 7911511 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 3 | 242631 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 4 | 1055443 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 5 | 1501694 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 6 | 701859 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 7 | 1090602 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 8 | 1459116 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 9 | 1379330 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 10 | 49740 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 11 | 297485 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 12 | 338912 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 13 | 70947 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 14 | 3343108 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 15 | 3179580 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 16 | 118642 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 1 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 2 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 3 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 4 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 5 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 6 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 7 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 8 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 9 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 10 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 11 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 12 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 13 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 14 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 15 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 16 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 17 | FMV |
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| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 399019 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 3 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount | 0 | 109120 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount | 0 | 172671 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode | 0 | 18 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 358977 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 1901200 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 1901200 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 2966 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 431215 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 431215 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -2105159 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 399019 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 109120 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 109120 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 24346 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss | 0 | 24796 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 399019 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 232748 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps | 0 | 58524 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss | 0 | 5933 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps | 0 | 36464 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 37636 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm | 0 | -172671 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | -172671 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 32601 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 455107 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 488241 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 19448 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 3630 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 25405 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 2379886 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 533935 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 2871842 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 766683 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 766683 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 478686 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 533935 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 970642 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps | 0 | 20558 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss | 0 | 20558 |
| IRS990PF/BalanceSheets/AccountsPayableBOY | 0 | 251374 |
| IRS990PF/BalanceSheets/AccountsPayableEOY | 0 | 258093 |
| IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip | 0 | 4449 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 293378 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 614933 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 614933 |
| IRS990PF/BalanceSheets/GrantsPayableBOY | 0 | 767500 |
| IRS990PF/BalanceSheets/GrantsPayableEOY | 0 | 488000 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 2364669 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 11536426 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 11536426 |
| IRS990PF/BalanceSheets/InvestmentsOtherBOY | 0 | 14683784 |
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| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 23184304 |
| IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis | 0 | 14832 |
| IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY | 0 | 13349 |
| IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY | 0 | 10383 |
| IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV | 0 | 10383 |
| IRS990PF/BalanceSheets/OrgThatFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/PrepaidExpensesBOY | 0 | 25000 |
| IRS990PF/BalanceSheets/PrepaidExpensesEOY | 0 | 29937 |
| IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV | 0 | 29937 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 1473718 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 2363787 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 2363787 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 18853898 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 37739770 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 37739770 |
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| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 746093 |
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| IRS990PF/BalanceSheets/UnrestrictedEOY | 0 | 36993677 |
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| IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss | 0 | 399019 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -2105159 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 21263812 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 36993677 |
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| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 36993677 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 1809457 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 1809457 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 1809457 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 1811784 |
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| IRS990PF/DistributableAmount/TotalTax | 0 | 2327 |
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| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 7673 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 20000 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 2327 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 17673 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 2327 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 2327 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 20000 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 37739770 |
| IRS990PF/MethodOfAccountingAccrual | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 36787487 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 2166916 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 11426240 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 551812 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 23194331 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 1811784 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 36235675 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 36787487 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine1 | 0 | R E LOWENBERG CAPITAL MANAGEMENT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation | 0 | 455107 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService | 0 | INVESTMENT MGMT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine1 | 0 | 900 THIRD AVENUE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City | 0 | NEW YORK |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State | 0 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode | 0 | 10022 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 2 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 3 | 4.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 4 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 5 | 40.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 6 | 40.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 7 | 1.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 3 | 3750 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 5 | 152200 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 6 | 175577 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 7 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 0 | 7816 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 1 | 19634 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | LUCY COHAN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | JOAN O STERN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 2 | PETER ERWIN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 3 | COLLEEN ZLOCK |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 4 | JOHN PETER STERN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 5 | ELISABETH ELLEN STERN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 6 | BEATRICE STERN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 7 | PETER LAMB |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | Director |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | Director |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 2 | Director |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 3 | Secretary |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 4 | Director |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 5 | Vice President |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 6 | PRES&TREASURER |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 7 | Director |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 1 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 2 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 3 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 4 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 5 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 6 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 7 | PO BOX 290 PLEASANT HILL ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 1 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 2 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 3 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 4 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 5 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 6 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 7 | MOUNTAINVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 1 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 2 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 3 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 4 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 5 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 6 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 7 | NY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 1 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 2 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 3 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 4 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 5 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 6 | 10953 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 7 | 10953 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 1882560 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 1880233 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.05189 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.08356 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.04883 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.04336 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.04185 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.04184 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 36235675 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 39190987 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 33530737 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 40511560 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 42308957 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 38183828 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 2327 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 2379886 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 3274734 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 1637308 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 1756625 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 1770749 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 1597688 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.25944 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 2377559 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 2379886 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 2327 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 2379886 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | BEATRICE STERN |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 8455343423 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | PO BOX 290 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | MOUNTAINVILLE |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | NY |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 10593 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/Form990TFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | NY |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 1 | DE |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings | 0 | false |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $37,739,770
- Liabilities
- $746,093
- Net assets
- $36,993,677
- Revenue
- -
- Expenses
- $2,871,842
- Net income
- -