Civic Intelligence

The Honey Charitable Foundation Inc.

990PF • Fiscal year 2013 • EIN 20-3858453

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
31 Stratford Drive07039

(646) 344-8436

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

75th percentile

0.00x

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

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Net Margin

59th percentile

26%

Higher net margin than 59% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2013 filings • NTEE T • $1M-$5M nonprofits • Source year 2013

Asset Growth

89th percentile

38%

Faster asset growth than 89% of similar nonprofits.

2013 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,174,892

Up $320,834 (+38%) from 2012

Net Assets

Up

$1,174,892

Up $320,834 (+38%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin59th percentile

Revenue

$67,790

No earlier filing loaded for comparison.

Expenses

Up

$50,119

Up $3,435 (+7.4%) from 2012

Net Income

$17,671

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $747,222Liabilities 2011: $0Net Assets 2011: $747,2222011Assets 2012: $854,058Liabilities 2012: $0Net Assets 2012: $854,0582012Assets 2013: $1,174,892Liabilities 2013: $0Net Assets 2013: $1,174,8922013Assets 2014: $1,192,426Liabilities 2014: $0Net Assets 2014: $1,192,4262014Assets 2015: $1,129,304Liabilities 2015: $0Net Assets 2015: $1,129,3042015Assets 2016: $1,355,782Liabilities 2016: $0Net Assets 2016: $1,355,7822016Assets 2017: $1,384,609Liabilities 2017: $0Net Assets 2017: $1,384,6092017Assets 2018: $965,743Liabilities 2018: $0Net Assets 2018: $965,7432018Assets 2019: $712,883Liabilities 2019: $6,667Net Assets 2019: $706,2162019Assets 2020: $332,885Liabilities 2020: $0Net Assets 2020: $332,8852020Assets 2021: $168,062Liabilities 2021: $40,833Net Assets 2021: $127,2292021Assets 2022: $224,148Liabilities 2022: $0Net Assets 2022: $224,1482022Assets 2023: $521,737Liabilities 2023: $0Net Assets 2023: $521,7372023Assets 2024: $891,564Liabilities 2024: $0Net Assets 2024: $891,5642024

Highlighted filing

2013

Assets$1,174,892
Liabilities$0
Net Assets$1,174,892
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $54,4792011Expenses 2012: $46,6842012Revenue 2013: $67,790Expenses 2013: $50,119Net Income 2013: $17,6712013Revenue 2014: $196,192Expenses 2014: $89,160Net Income 2014: $107,0322014Revenue 2015: $78,402Expenses 2015: $11,447Net Income 2015: $66,9552015Revenue 2016: $85,697Expenses 2016: $22,605Net Income 2016: $63,0922016Revenue 2017: $155,629Expenses 2017: $170,378Net Income 2017: -$14,7492017Revenue 2018: $231,573Expenses 2018: $336,938Net Income 2018: -$105,3652018Revenue 2019: $171,592Expenses 2019: $431,119Net Income 2019: -$259,5272019Revenue 2020: -$296Expenses 2020: $343,604Net Income 2020: -$343,9002020Revenue 2021: $175,762Expenses 2021: $381,418Net Income 2021: -$205,6562021Revenue 2022: $480,354Expenses 2022: $383,435Net Income 2022: $96,9192022Revenue 2023: $609,849Expenses 2023: $312,260Net Income 2023: $297,5892023Revenue 2024: $764,874Expenses 2024: $383,194Net Income 2024: $381,6802024

Highlighted filing

2013

Revenue$67,790
Expenses$50,119
Net Income$17,671
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LIPSEYTrustee-$0--
AMY LIPSEYTrustee-$0--
JOHN LIPSEYTrustee-$0--
Filing and Contact Details

Filer

EIN
20-3858453
Phone
6463448436

Signing Officer

Name
William Lipsey
Title
Trustee
Phone
6463448436
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Moskowitz CPA
Phone
9143666714
Raw XML Appendix303 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/Amt02860
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0STEVEN MOSKOWITZ CPA PC ACCOUNTING AND TAX
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01430
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CAPITAL GAIN FROM PASS THRU ENTITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt046309
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt046309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01139241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01139241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT IN VALUEQUEST PARTNERS II, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018591
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046309
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt064900
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt064900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02860
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046309
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044897
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044897
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018591
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018591
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt017671
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046309
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt061123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02208
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt064900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt046309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt046309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt046309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN FROM PASS THRU ENTITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046309
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt046309
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt017671
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0303163
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01174892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0854058
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01174892
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049509
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049509
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049509
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050731
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01222
IRS990PF/DistributableAmountGrp/TotalTaxAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-1502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01502
IRS990PF/FMVAssetsEOYAmt01174892
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0549
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035651
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0853509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01139241
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01139241
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0854058
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01174892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0854058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01174892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01174892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0854058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01174892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0854058
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01174892
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01030077
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06536
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01023541
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015451
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050731
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01014626
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01030077
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/PersonNm0WILLIAM LIPSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY LIPSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN LIPSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1031 STRATFORD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1131 STRATFORD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1231 STRATFORD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode007039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode107039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode207039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt057625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt049423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt034908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.062467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01014626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0817204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0791182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0665299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0562537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0771943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280960
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046342
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046342
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046342
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/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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM LIPSEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1031 STRATFORD DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LIVINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode007039
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123551600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM LIPSEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1031 STRATFORD DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0LIVINGSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode007039
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM LIPSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CLINICALSUPPORT STUDIES INPSYCHOANALYSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PROGRAMSTO SUPPORT VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OUTREACHTO SUPPORT COMMUNITYPROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10ACADEMY OF CLINICAL & APPLIED PSYCHOANALYSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11VANGUARD CHARITABLE ENDOWMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12JEWISH FAMILY SERVICES OF METROWEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10301 SLIVINGSTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12475 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2FRAMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode007039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode201702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044897
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/AppliedToCurrentYearAmt037865
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08477
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049509
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046342
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08477
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0303163
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0154
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0154
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM LIPSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06463448436
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIPSEY FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LIPS
ReturnHeader/Filer/EIN0203858453
ReturnHeader/Filer/PhoneNum06463448436
ReturnHeader/Filer/USAddress/AddressLine1031 STRATFORD DRIVE
ReturnHeader/Filer/USAddress/City0LIVINGSTON
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEVEN MOSKOWITZ CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10660 WHITE PLAINS RD 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105915187
ReturnHeader/PreparerPersonGrp/PhoneNum09143666714
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN MOSKOWITZ CPA
ReturnHeader/ReturnTs02014-05-21T10:53:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,174,892
Liabilities
$0
Net assets
$1,174,892
Revenue
$67,790
Expenses
$50,119
Net income
$17,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.76$0.38$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.61$0.31$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.48$0.38$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.04$0.13$0.18$0.38$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.34$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.71$0.17$0.43$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.23$0.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.01$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.20$0.09$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05