Civic Intelligence

Plum Beach Foundation

EIN 20-3849330 • Wainscott, NY

Pub. 78 EligibleNTEE T20
PO Box 379Wainscott, NY 11975
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

55%

Higher net margin than 79% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

95th percentile

144%

Faster asset growth than 95% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

42%

Faster revenue growth than 68% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$346,957

Up $205,018 (+144%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$346,957

Up $205,018 (+144%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin79th percentile

Revenue

Up

$371,400

Up $109,838 (+42%) from 2023

Expenses

Down

$166,382

Down $130,186 (-44%) from 2023

Net Income

Up

$205,018

Up $240,024 (+686%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $398,471Liabilities 2011: $02011Assets 2012: $202,043Liabilities 2012: $153,5142012Assets 2013: $280,438Liabilities 2013: $0Net Assets 2013: $280,4382013Assets 2014: $216,417Liabilities 2014: $0Net Assets 2014: $216,4172014Assets 2015: $233,985Liabilities 2015: $0Net Assets 2015: $233,9852015Assets 2016: $265,208Liabilities 2016: $0Net Assets 2016: $265,2082016Assets 2017: $201,766Liabilities 2017: $0Net Assets 2017: $201,7662017Assets 2018: $41,810Liabilities 2018: $0Net Assets 2018: $41,8102018Assets 2019: $961Liabilities 2019: $0Net Assets 2019: $9612019Assets 2020: $156,573Liabilities 2020: $0Net Assets 2020: $156,5732020Assets 2021: $129,123Liabilities 2021: $0Net Assets 2021: $129,1232021Assets 2022: $176,945Liabilities 2022: $0Net Assets 2022: $176,9452022Assets 2023: $141,939Liabilities 2023: $0Net Assets 2023: $141,9392023Assets 2024: $346,957Liabilities 2024: $0Net Assets 2024: $346,9572024

Highlighted filing

2024

Assets$346,957
Liabilities$0
Net Assets$346,957
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $507,180Expenses 2011: $412,302Net Income 2011: $94,8782011Revenue 2012: $153,599Expenses 2012: $503,541Net Income 2012: -$349,9422012Revenue 2013: $258,793Expenses 2013: $26,884Net Income 2013: $231,9092013Revenue 2014: $182,816Expenses 2014: $269,590Net Income 2014: -$86,7742014Revenue 2015: $247,917Expenses 2015: $230,349Net Income 2015: $17,5682015Revenue 2016: $124,795Expenses 2016: $93,572Net Income 2016: $31,2232016Revenue 2017: $320,241Expenses 2017: $383,683Net Income 2017: -$63,4422017Revenue 2018: $276,256Expenses 2018: $436,212Net Income 2018: -$159,9562018Revenue 2019: $316,015Expenses 2019: $356,864Net Income 2019: -$40,8492019Revenue 2020: $426,365Expenses 2020: $270,753Net Income 2020: $155,6122020Revenue 2021: $181,645Expenses 2021: $209,095Net Income 2021: -$27,4502021Revenue 2022: $217,972Expenses 2022: $170,150Net Income 2022: $47,8222022Revenue 2023: $261,562Expenses 2023: $296,568Net Income 2023: -$35,0062023Revenue 2024: $371,400Expenses 2024: $166,382Net Income 2024: $205,0182024

Highlighted filing

2024

Revenue$371,400
Expenses$166,382
Net Income$205,018
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$346,957
Liabilities
$0
Net assets
$346,957
Revenue
$371,400
Expenses
$166,382
Net income
$205,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$3.71$1.66$2.05
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$2.62$2.97$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$2.18$1.70$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.82$2.09$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$4.26$2.71$1.56
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.16$3.57$0.41
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.76$4.36$1.60
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$3.20$3.84$0.63
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.25$0.94$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$2.48$2.30$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.83$2.70$0.87
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$2.59$0.27$2.32
2012Summary only. Only limited summary data is available for this year.$2.02$1.54$1.54$5.04$3.50
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$5.07$4.12$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL B NIERENBERGTrusteePT$0--
ELIN NIERENBERGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Plum Beach Foundation
EIN
20-3849330
In Care Of
% CBIZ ADVISORS LLC
Phone
6314144000
Address
PO Box 379, Wainscott, NY 11975

Signing Officer

Name
Michael Nierenberg
Title
Director
Phone
6314144000
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CBIZ Advisors LLC
Address
68 SOUTH SERVICE ROAD STE 300, MELVILLE, NY 11747
Preparer
Keith M Blitzer
Phone
6314144000
Raw XML Appendix269 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/Amt06180
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03090
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03090
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01105
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01105
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03090
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03090
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06180
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0159850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0159850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0370295
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0205018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0163260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0166382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0371400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03410
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0205018
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0346957
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0141939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0346957
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016655
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016655
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016655
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016655
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0346957
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0141939
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0346957
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0141939
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030550
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030550
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0316407
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0316407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0141939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0346957
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0346957
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0141939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0346957
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0141939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0346957
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0338171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0338171
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05073
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016655
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0333098
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0338171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL B NIERENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIN NIERENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wainscott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wainscott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111975
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0163260
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0163260
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt068 SOUTH SERVICE ROAD SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06314144000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PROPOSALS FOR CONSIDERATION SHOULD HAVE; WRITTEN BIO, NARRATIVE OR MISSION STATEMENT, COPY OF IRS DETERMINATION LETTER, PRIOR YEAR FORM 990, AUDITED FINANCIAL STATEMENT, IF APPLICABLE, PROJECT DETAIL WITH BUDGET.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0APPLYING FOR GRANTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06314144000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O CBIZ LLC 68 SOUTH SERVICE RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MELVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011747
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL B NIERENBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTATCHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O CBIZ ADVISORS LLC - 68 SOUTH S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MELVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011747
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159850
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/AppliedToCurrentYearAmt016655
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0284836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0158030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0198013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0266887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0347197
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0347197
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01054371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0146605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0284836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0158030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0198013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0266887
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146605
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01401568
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01254963
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE NIERENBERG 2011 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1MICHAEL ELIN NIERENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O CBIZ ADVISORS LLC - 68 SOUTH SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O CBIZ ADVISORS LLC - 68 SOUTH SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MELVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MELVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011747
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111747
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0313845
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt156450
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DOL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL NIERENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plum Beach Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0203849330
ReturnHeader/Filer/InCareOfNm0% CBIZ ADVISORS LLC
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 379
ReturnHeader/Filer/USAddress/CityNm0Wainscott
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011975
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt068 SOUTH SERVICE ROAD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH M BLITZER
ReturnHeader/ReturnTs02025-11-17T10:07:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.