Civic Intelligence

The Guela Charitable Trust

EIN 20-6468959 • New York, NY

111 W 67th St 43BNew York, NY 10023
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,305

Down $5,653 (-63%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$3,305

Down $5,653 (-63%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $85,000 (-100%) from 2021

Expenses

Down

$5,653

Down $109,062 (-95%) from 2021

Net Income

Up

-$5,653

Up $24,062 (+81%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2011: $403,322Liabilities 2011: $02011Assets 2012: $55,078Liabilities 2012: $02012Assets 2013: $190,488Liabilities 2013: $0Net Assets 2013: $190,4882013Assets 2014: $412,602Liabilities 2014: $02014Assets 2015: $309,322Liabilities 2015: $0Net Assets 2015: $309,3222015Assets 2017: $650,846Liabilities 2017: $0Net Assets 2017: $650,8462017Assets 2018: $242,481Liabilities 2018: $0Net Assets 2018: $242,4812018Assets 2019: $136Liabilities 2019: $0Net Assets 2019: $1362019Assets 2020: $38,673Liabilities 2020: $0Net Assets 2020: $38,6732020Assets 2021: $8,958Liabilities 2021: $0Net Assets 2021: $8,9582021Assets 2022: $3,305Liabilities 2022: $0Net Assets 2022: $3,3052022

Highlighted filing

2022

Assets$3,305
Liabilities$0
Net Assets$3,305
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $62,400Expenses 2011: $391,040Net Income 2011: -$328,6402011Revenue 2012: $62,400Expenses 2012: $410,644Net Income 2012: -$348,2442012Revenue 2013: $498,400Expenses 2013: $362,990Net Income 2013: $135,4102013Revenue 2014: $442,400Expenses 2014: $220,286Net Income 2014: $222,1142014Revenue 2015: $162,400Expenses 2015: $265,680Net Income 2015: -$103,2802015Revenue 2017: $769,670Expenses 2017: $259,120Net Income 2017: $510,5502017Revenue 2018: $52,104Expenses 2018: $461,687Net Income 2018: -$409,5832018Revenue 2019: $104,158Expenses 2019: $346,503Net Income 2019: -$242,3452019Revenue 2020: $615,070Expenses 2020: $576,533Net Income 2020: $38,5372020Revenue 2021: $85,000Expenses 2021: $114,715Net Income 2021: -$29,7152021Revenue 2022: $0Expenses 2022: $5,653Net Income 2022: -$5,6532022

Highlighted filing

2022

Revenue$0
Expenses$5,653
Net Income-$5,653
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,305
Liabilities
$0
Net assets
$3,305
Revenue
$0
Expenses
$5,653
Net income
-$5,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.06$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.85$1.15$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$6.15$5.77$0.39
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.04$3.47$2.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.52$4.62$4.10
2017Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$7.70$2.59$5.11
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.62$2.66$1.03
2014Summary only. Only limited summary data is available for this year.$4.13$0.00$4.42$2.20$2.22
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$4.98$3.63$1.35
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.62$4.11$3.48
2011Summary only. Only limited summary data is available for this year.$4.03$0.00$0.62$3.91$3.29
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ESTANNE FAWERTrustee-$0--
MARTIN FAWERTrustee-$0--
MELINA SPADONETrustee (Thru 1/14/20)-$0--
Tamar Abraham WolchokTrustee (Eff. 1/14/20)-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHABAD OF STONYBROOKSUPPORT FOR CHARITABLE INSTITUTEPCEast Setauket, NY, US$244,411
Paid GrantMayanei HayeshuaSUPPORT FOR CHARITABLE INSTITUTEPCBnei Brak, IS$101,466
Paid GrantJEWISH FUNDER NETWORKSUPPORT FOR CHARITABLE INSTITUTEPCNEW YORK, NY, US$71,500
Paid GrantAMERICAN FRIENDS OF LEKET ISRAELSUPPORT FOR CHARITABLE INSTITUTEPCTeaneck, NJ, US$23,000
Paid GrantHAPPENING MARKETING COMMUNICATIONSSUPPORT FOR CHARITABLE INSTITUTEPCShoam, IS$4,000
Paid GrantAMERICAN FRIENDS OF DAFSUPPORT FOR CHARITABLE INSTITUTEPCFlushing, NY, US$3,600
Paid GrantChabad of the BerkshiresSUPPORT FOR CHARITABLE INSTITUTEPCPittsfield, MA, US$3,000
Paid Grantbottom line nySUPPORT FOR CHARITABLE INSTITUTEPCBrooklyn, NY, US$2,700
Paid GrantChabad of BarbadosSUPPORT FOR CHARITABLE INSTITUTEPCBridgetown, BB$1,800
Paid GrantHEARTS OF THE FATHER OUTREACH INCSUPPORT FOR CHARITABLE INSTITUTEPCSheffield, MA, US$600
Paid GrantPROJECT EZRASUPPORT FOR CHARITABLE INSTITUTEPCNew York, NY, US$360
Paid GrantCENTER FOR JEWISH HISTORYSUPPORT FOR CHARITABLE INSTITUTEPCNew York, NY, US$300
Paid GrantJEWISH WOMEN'S ARCHIVESUPPORT FOR CHARITABLE INSTITUTEPCBrookline, MA, US$250
Paid GrantNEW YORK HISTORICAL SOCIETYSUPPORT FOR CHARITABLE INSTITUTEPCNew York, NY, US$250
Paid GrantNEW YORK PUBLIC RADIOSUPPORT FOR CHARITABLE INSTITUTEPCNew York, NY, US$200
Paid GrantSTOCKBRIDGE BOWL ASSOCIATIONSUPPORT FOR CHARITABLE INSTITUTEPCStockbridge, MA, US$200
Paid GrantCENTRAL PARK CONSERVANCYSUPPORT FOR CHARITABLE INSTITUTEPCNew York, NY, US$100
Filing and Contact Details

Filer

Filer Name
The Guela Charitable Trust
EIN
20-6468959
In Care Of
% C/O E FAWER INTERLAKEN MGM
Phone
2124192708
Address
111 W 67TH ST 43B, NEW YORK, NY 10023

Signing Officer

Name
Estanne Fawer
Title
Trustee
Phone
2124192708
Signed
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
401 BROADHOLLOW ROAD STE 201, MELVILLE, NY 11747
Preparer
Kristin Ruffini CPA
Phone
6315019600
Raw XML AppendixShowing 400 of 440 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04701
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04701
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04701
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04701
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0457737
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0457737
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0610369
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038537
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0345877
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04701
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04701
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097273
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02923
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0457737
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0576533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0615070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118796
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04701
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038537
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038673
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0136
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038673
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01493
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IRS990PF/FMVAssetsEOYAmt038673
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0136
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038673
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt038673
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038673
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031644
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0475
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031169
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN FAWER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MELINA SPADONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Tamar Abraham Wolchok
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE (thru 1/14/20)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE (eff. 1/14/20)
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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
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010023
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO E FAWER INTERLAKEN MGMT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12JEWISH WOMEN'S ARCHIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PROJECT EZRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16STOCKBRIDGE BOWL ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1100 rue Maccabi POB 1819
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