Civic Intelligence

Avis & Clifford Barrus Medical Fdn

EIN 20-4069648 • New York, NY

1271 Ave Of The Americas 42 FLNew York, NY 10020
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$58,063

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $802,196 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $802,196 (-100%) from 2021

Operations
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Down

$723,355

Down $1,573,085 (-69%) from 2021

Expenses

Down

$115,720

Down $1,611,009 (-93%) from 2021

Net Income

Up

$607,635

Up $37,924 (+6.7%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0Assets 2011: $989,232Liabilities 2011: $02011Assets 2012: $685,133Liabilities 2012: $02012Assets 2013: $314,677Liabilities 2013: $02013Assets 2014: $905,977Liabilities 2014: $0Net Assets 2014: $905,9772014Assets 2015: $251,651Liabilities 2015: $0Net Assets 2015: $251,6512015Assets 2016: $191,455Liabilities 2016: $0Net Assets 2016: $191,4552016Assets 2017: $20,205Liabilities 2017: $0Net Assets 2017: $20,2052017Assets 2018: $51,737Liabilities 2018: $0Net Assets 2018: $51,7372018Assets 2019: $455,061Liabilities 2019: $0Net Assets 2019: $455,0612019Assets 2020: $232,485Liabilities 2020: $0Net Assets 2020: $232,4852020Assets 2021: $802,196Liabilities 2021: $0Net Assets 2021: $802,1962021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $8,628,390Expenses 2011: $574,716Net Income 2011: $8,053,6742011Revenue 2012: $705,610Expenses 2012: $1,008,143Net Income 2012: -$302,5332012Revenue 2013: $713,645Expenses 2013: $1,087,106Net Income 2013: -$373,4612013Revenue 2014: $1,994,723Expenses 2014: $1,403,421Net Income 2014: $591,3022014Revenue 2015: $756,926Expenses 2015: $1,411,253Net Income 2015: -$654,3272015Revenue 2016: $1,640,505Expenses 2016: $1,700,411Net Income 2016: -$59,9062016Revenue 2017: $1,190,359Expenses 2017: $1,361,481Net Income 2017: -$171,1222017Revenue 2018: $1,785,985Expenses 2018: $1,753,856Net Income 2018: $32,1292018Revenue 2019: $2,141,179Expenses 2019: $1,737,789Net Income 2019: $403,3902019Revenue 2020: $1,448,609Expenses 2020: $1,671,185Net Income 2020: -$222,5762020Revenue 2021: $2,296,440Expenses 2021: $1,726,729Net Income 2021: $569,7112021Revenue 2022: $723,355Expenses 2022: $115,720Net Income 2022: $607,6352022

Highlighted filing

2022

Revenue$723,355
Expenses$115,720
Net Income$607,635
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$723,355
Expenses
$115,720
Net income
$607,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.72$0.12$0.61
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.30$1.73$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.45$1.67$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$2.14$1.74$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.79$1.75$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.19$1.36$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.64$1.70$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.76$1.41$0.65
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.99$1.40$0.59
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.71$1.09$0.37
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.71$1.01$0.30
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$8.63$0.57$8.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELESTE B COOPERTrustee-$58,063-$58,063
Filing and Contact Details

Filer

Filer Name
Avis & Clifford Barrus Medical Fdn
EIN
20-4069648
Phone
5165089623
Address
1271 AVE OF THE AMERICAS 42 FL, NEW YORK, NY 10020

Signing Officer

Name
Celeste Cooper
Title
Trustee
Phone
5165089623
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust Company Na
Address
1225 FRANKLIN AVENUE SUITE 500, GARDEN CITY, NY 11530
Preparer
Sandra Farias
Phone
5165089623
Raw XML Appendix289 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/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0BARRUS MEDICAL FOUNDATION CO BESSEMER TRUST COMPANY NA
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt01409831
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE FOLLOWING ASSETS WERE DISTRIBUTED:CASH: $1,401,402.81SECURITIES: 220,150 SHARES OF JOHNSON & JOHNSON (NYSE: JNJ) WITH A BOOK VALUE OF $8,428
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt01271 AVE OF THE AMERICAS 42FL
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0NEW YORK
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0NY
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd010020
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0735549
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-12194
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0723355
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0723355
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023225
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt034838
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt058063
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0735549
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0735549
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0607635
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0766119
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-12194
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0682675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt012024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030061
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023176
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0115720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0735549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0723355
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0115720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0778313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0766119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12194
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0607635
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01409831
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01409831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0802196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01430829
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01430829
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01430829
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01440318
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09489
IRS990PF/DistributableAmountGrp/TotalTaxAmt09489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010900
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0455061
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0778313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0347135
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015455
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0802196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0802196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0802196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029245035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0665417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028579618
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0438676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01440318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028806359
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029245035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt058063
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CELESTE B COOPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BESSEMER TRUST 1271 AVE OF THE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0AMERICAS 42 FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt039669
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt039669
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01271 AVE OF THE AMERICAS 42 FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089623
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039669
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01430829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039669
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01723730
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01430829
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01763399
LiquidationExplanationStmt/ExplanationTxt0PURSUANT TO THE ATTACHED "AGREEMENT BETWEEN THE AVIS AND CLIFFORD BARRUS MEDICAL FOUNDATION (THE "TRUST FOUNDATION") AND AVIS AND CLIFFORD BARRUS MEDICAL FOUNDATION, INC. (THE "CORPORATE FOUNDATION")", THE ASSETS AND ALL OUTSTANDING PLEDGES OF THE TRUST FOUNDATION (EIN: 20-4069648) WERE TRANSFERRED TO THE CORPORATE FOUNDATION (EIN: 87-2485317), IN ACCORDANCE WITH THE FOUNDATIONS' AGREEMENT. AN ADJUSTMENT HAS BEEN MADE TO THE TRUST FOUNDATION'S FORM 990-PF, PART III, LINE 5, DECREASE TO THE NET ASSETS/FUND BALANCE, TO REFLECT THE TRUST FOUNDATION'S TOTAL NET ASSET VALUE TRANSFERRED TO THE CORPORATE FOUNDATION, OF $1,409,831. A CORRESPONDING ADJUSTMENT HAS BEEN MADE TO THE CORPORATE FOUNDATION'S FORM 990-PF, PART III, LINE 3, OTHER INCREASES NOT INCLUDED IN LINE 2, TO REFLECT THE RECEIPT OF THE TRUST FOUNDATION'S ASSETS. PLEASE NOTE THAT THIS (2022 TAX RETURN) WILL BE THE TRUST FOUNDATION'S FINAL 990-PF FILING.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01409831
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ASSETS TRANSFERRED TO BARRUS MEDICAL FOUNDATION (EIN: 87-2485317)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS CHAR500 ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODY FEES - BESSEMER TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES - PETER J BURKLY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0516
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt111508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt117262
TaxesSchedule/TaxesDetail/Amt010900
TaxesSchedule/TaxesDetail/Amt112276
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX LIABILITY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CELESTE COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVIS & CLIFFORD BARRUS MEDICAL FDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BESSEMER TRUST COMPANY NA
ReturnHeader/Filer/BusinessNameControlTxt0AVIS
ReturnHeader/Filer/EIN0204069648
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt01271 AVE OF THE AMERICAS 42 FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST COMPANY NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 FRANKLIN AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA FARIAS
ReturnHeader/ReturnTs02023-11-09T10:01:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CELESTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOPER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.