Civic Intelligence

Howard and Jennifer Michaels Family Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-1877079

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 17, 2017

Organization Profile
560 Lexington Avenue 10th Floornew york, NY 10022

(212) 545-1000

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

58th percentile

12%

Higher net margin than 58% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

0.4%

Faster asset growth than 57% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-38%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,622,306

Up $6,893 (+0.4%) from 2015

Net Assets

Up

$1,622,306

Up $6,893 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin58th percentile

Revenue

Down

$56,133

Down $34,377 (-38%) from 2015

Expenses

Down

$49,240

Down $14,415 (-23%) from 2015

Net Income

Down

$6,893

Down $19,962 (-74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,642,507Liabilities 2011: $02011Assets 2012: $1,601,821Liabilities 2012: $39,1002012Assets 2013: $1,612,601Liabilities 2013: $12013Assets 2014: $1,588,558Liabilities 2014: $0Net Assets 2014: $1,588,5582014Assets 2015: $1,615,413Liabilities 2015: $0Net Assets 2015: $1,615,4132015Assets 2016: $1,622,306Liabilities 2016: $0Net Assets 2016: $1,622,3062016Assets 2017: $1,609,111Liabilities 2017: $0Net Assets 2017: $1,609,1112017Assets 2018: $1,603,722Liabilities 2018: $0Net Assets 2018: $1,603,7222018Assets 2019: $1,587,437Liabilities 2019: $0Net Assets 2019: $1,587,4372019Assets 2020: $1,628,374Liabilities 2020: $0Net Assets 2020: $1,628,3742020Assets 2021: $1,497,822Liabilities 2021: $0Net Assets 2021: $1,497,8222021Assets 2022: $1,561,524Liabilities 2022: $0Net Assets 2022: $1,561,5242022Assets 2023: $1,467,252Liabilities 2023: $0Net Assets 2023: $1,467,2522023Assets 2024: $1,385,006Liabilities 2024: $0Net Assets 2024: $1,385,0062024

Highlighted filing

2016

Assets$1,622,306
Liabilities$0
Net Assets$1,622,306
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $72,589Expenses 2011: $16,674Net Income 2011: $55,9152011Revenue 2012: $30,105Expenses 2012: $108,222Net Income 2012: -$78,1172012Revenue 2013: $127,030Expenses 2013: $67,550Net Income 2013: $59,4802013Revenue 2014: $77,177Expenses 2014: $101,220Net Income 2014: -$24,0432014Revenue 2015: $90,510Expenses 2015: $63,655Net Income 2015: $26,8552015Revenue 2016: $56,133Expenses 2016: $49,240Net Income 2016: $6,8932016Revenue 2017: $86,051Expenses 2017: $99,246Net Income 2017: -$13,1952017Revenue 2018: $93,037Expenses 2018: $98,426Net Income 2018: -$5,3892018Revenue 2019: $54,724Expenses 2019: $71,009Net Income 2019: -$16,2852019Revenue 2020: $100,174Expenses 2020: $76,168Net Income 2020: $24,0062020Revenue 2021: $106,771Expenses 2021: $236,698Net Income 2021: -$129,9272021Revenue 2022: $186,952Expenses 2022: $121,765Net Income 2022: $65,1872022Revenue 2023: $99,530Expenses 2023: $192,478Net Income 2023: -$92,9482023Revenue 2024: $98,511Expenses 2024: $206,887Net Income 2024: -$108,3762024

Highlighted filing

2016

Revenue$56,133
Expenses$49,240
Net Income$6,893
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 17, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
howard michaelsDirector/President/Treasur-$0--
Jennifer michaelsDirector/Vice President-$0--
david korostoffDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Howard and Jennifer Michaels
EIN
20-1877079
Phone
2125451000
Address
560 LEXINGTON AVENUE 10TH FLOOR, new york, NY 10022

Signing Officer

Name
Howard L Michaels
Title
President
Phone
2125451000
Signed
2017-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Mazars USA Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020-0002
Preparer
Howard Landsberg
Phone
2128127000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt331223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0From Alliance Bernstein
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1From Alliance Bernstein
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SALE OF TEMPLETON GLOBAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SALE OF MARSH & MCLENNAN COS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SALE OF FIRST TR STRATEGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CWMBS DISTRIBUTIONS IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-24086
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06893
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01622306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01615413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01622306
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0100673
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0100673
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0100673
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102260
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01587
IRS990PF/DistributableAmountGrp/TotalTaxAmt01587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01587
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02176064
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024853
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0276213
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0234896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0245539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01010628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01073457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01585518
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01615413
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01622306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01615413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01622306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02176064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01615413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01622306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01615413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01622306
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0290298
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0289100
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0320154
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02076352
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02043919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031145
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102260
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02045207
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02076352
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0howard michaels
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer michaels
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2david korostoff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0director/president/treasur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1director/vice president
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2director/secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o CAS560 LEXINGTON AVE 10TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o CAS560 LEXINGTON AVE 10TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2c/o the gms group llc 111 town
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0square place suite 1234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2jersey city
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt077965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt078759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt063060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt098149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt063478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0105200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt014758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.064727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.009217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02045207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02023684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01956277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01796815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01625300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01601206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt044909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.190604
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044909
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044909
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044909
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE CARLTON GROUP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0560 LEXINGTON AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,306
Liabilities
$0
Net assets
$1,622,306
Revenue
$56,133
Expenses
$49,240
Net income
$6,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.21$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.19$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.10$0.02
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$0.13$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$1.60$0.04$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.07$0.02$0.06