Civic Intelligence

Lotte and Felix Bilgrey Memorial Foundation Tr Utau05242000

990PF • Fiscal year 2014 • EIN 16-6532975

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 01, 2014

Organization Profile
PO Box 19710538-0197

(914) 834-1900

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Net Margin

9th percentile

-186%

Higher net margin than 9% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$4,186

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-21%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$2,213,645

Down $56,380 (-2.5%) from 2013

Net Assets

Down

$2,213,645

Down $56,380 (-2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

$53,116

No earlier filing loaded for comparison.

Expenses

Up

$151,667

Up $10,616 (+7.5%) from 2013

Net Income

-$98,551

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,322,414Liabilities 2012: $02012Assets 2013: $2,270,025Liabilities 2013: $0Net Assets 2013: $2,270,0252013Assets 2014: $2,213,645Liabilities 2014: $0Net Assets 2014: $2,213,6452014Assets 2015: $2,173,568Liabilities 2015: $0Net Assets 2015: $2,173,5682015Assets 2016: $2,067,746Liabilities 2016: $0Net Assets 2016: $2,067,7462016Assets 2017: $1,979,758Liabilities 2017: $0Net Assets 2017: $1,979,7582017Assets 2019: $1,920,348Liabilities 2019: $0Net Assets 2019: $1,920,3482019Assets 2020: $1,873,320Liabilities 2020: $12020Assets 2021: $1,916,413Liabilities 2021: $0Net Assets 2021: $1,916,4132021Assets 2022: $1,930,001Liabilities 2022: $0Net Assets 2022: $1,930,0012022Assets 2023: $1,836,221Liabilities 2023: $0Net Assets 2023: $1,836,2212023Assets 2024: $1,815,857Liabilities 2024: $12024Assets 2025: $1,780,833Liabilities 2025: $0Net Assets 2025: $1,780,8332025

Highlighted filing

2014

Assets$2,213,645
Liabilities$0
Net Assets$2,213,645
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $85,283Expenses 2012: $129,745Net Income 2012: -$44,4622012Expenses 2013: $141,0512013Revenue 2014: $53,116Expenses 2014: $151,667Net Income 2014: -$98,5512014Revenue 2015: $62,385Expenses 2015: $176,081Net Income 2015: -$113,6962015Revenue 2016: $53,033Expenses 2016: $189,449Net Income 2016: -$136,4162016Revenue 2017: $51,379Expenses 2017: $170,371Net Income 2017: -$118,9922017Revenue 2019: $58,678Expenses 2019: $146,877Net Income 2019: -$88,1992019Revenue 2020: $53,697Expenses 2020: $122,171Net Income 2020: -$68,4742020Revenue 2021: $52,840Expenses 2021: $41,114Net Income 2021: $11,7262021Revenue 2022: $74,376Expenses 2022: $146,733Net Income 2022: -$72,3572022Revenue 2023: $66,178Expenses 2023: $143,277Net Income 2023: -$77,0992023Revenue 2024: $65,210Expenses 2024: $109,243Net Income 2024: -$44,0332024Revenue 2025: $67,662Expenses 2025: $126,846Net Income 2025: -$59,1842025

Highlighted filing

2014

Revenue$53,116
Expenses$151,667
Net Income-$98,551
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 1, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON S OPPENHEIMERTrusteePT$4,186-$4,186
IVA GOLDWURMTrustee-$0--
Filing and Contact Details

Filer

EIN
16-6532975
Phone
9148341900

Signing Officer

Name
Iva Goldwurm
Title
Trustee
Phone
9148341900
Signed
2014-09-01
Discuss with paid preparer
Yes

Preparer

Preparer
Gordon S Oppenheimer
Phone
9148341900
Raw XML Appendix293 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/AccountingFeesDetail/Amt03778
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Gordon S Oppenheimer Tax Work
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03778
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt052891
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0225
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053116
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053116
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03778
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98551
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071669
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0293
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-05-10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt088054
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0130226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Schedule Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042172
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98551
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042171
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02213645
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02270025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02213645
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126767
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126767
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126767
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0127484
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0717
IRS990PF/DistributableAmountGrp/TotalTaxAmt0717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0717
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0828
IRS990PF/FMVAssetsEOYAmt02599683
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02270025
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02213645
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02230644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02189594
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02575632
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0800
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0827
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0827
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038581
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02270025
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02270025
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02588511
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02553296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038828
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0127484
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02549683
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IVA GOLDWURM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GORDON S OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO Box 197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO Box 197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Larchmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Larchmont
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode010538
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09148341900
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Fidelity Charitable Gift Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11New York Law School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12American Committee Shaare Zedek
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1T/ET/E
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10POBox 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1157 Worth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1255 West 39th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode110013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
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/AppliedToCurrentYearAmt09026
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0119022
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126767
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0117741
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0119022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Legal Notice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IRS Int 2012
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Inv Expense Reserve Fund
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38
OtherIncreasesSchedule/OtherIncreasesDetail/Amount042172
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1-1
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Gain on Security Sales
OtherIncreasesSchedule/OtherIncreasesDetail/Description1Rounding Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017735
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS Financial Services Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017735
TaxesSchedule/TaxesDetail/Amt0662
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax - 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0662
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVA GOLDWURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09148341900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lotte S & Felix Bilgrey Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOTT
ReturnHeader/Filer/EIN0166532975
ReturnHeader/Filer/PhoneNum09148341900
ReturnHeader/Filer/USAddress/AddressLine10PO Box 197
ReturnHeader/Filer/USAddress/City0Larchmont
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode0105380197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GORDON S OPPENHEIMER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1050 HOWELL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LARCHMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105383249
ReturnHeader/PreparerPersonGrp/PhoneNum09148341900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON S OPPENHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-11T08:55:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,213,645
Liabilities
$0
Net assets
$2,213,645
Revenue
$53,116
Expenses
$151,667
Net income
-$98,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.13$0.06
2024Summary only. Only limited summary data is available for this year.$1.82$0.00$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.14$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.07$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.05$0.04$0.01
2020Summary only. Only limited summary data is available for this year.$1.87$0.00$0.05$0.12$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.06$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.05$0.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.19$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.06$0.18$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.05$0.15$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.14
2012Summary only. Only limited summary data is available for this year.$2.32$0.00$0.09$0.13$0.04
Peer Organizations

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