Civic Intelligence

The Steven & Joyce Wolitzer Charitable Foundation

990PF • Fiscal year 2014 • EIN 20-7173036

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 05, 2015

Organization Profile
1185 Park Avenue No 6ANew York, NY 10128-1309

(212) 790-5700

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.00x

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-165%

Higher net margin than 11% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2014

Asset Growth

28th percentile

-2.1%

Faster asset growth than 28% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

4.9%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$1,674,408

Down $36,109 (-2.1%) from 2013

Net Assets

Down

$1,674,408

Down $36,109 (-2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin11th percentile

Revenue

Up

$43,426

Up $2,016 (+4.9%) from 2013

Expenses

Up

$114,917

Up $32,980 (+40%) from 2013

Net Income

Down

-$71,491

Down $30,964 (-76%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,724,255Liabilities 2011: $0Net Assets 2011: $1,724,2552011Assets 2012: $1,741,809Liabilities 2012: $0Net Assets 2012: $1,741,8092012Assets 2013: $1,710,517Liabilities 2013: $0Net Assets 2013: $1,710,5172013Assets 2014: $1,674,408Liabilities 2014: $0Net Assets 2014: $1,674,4082014Assets 2015: $1,630,562Liabilities 2015: $0Net Assets 2015: $1,630,5622015Assets 2016: $1,579,150Liabilities 2016: $0Net Assets 2016: $1,579,1502016Assets 2017: $1,545,945Liabilities 2017: $0Net Assets 2017: $1,545,9452017Assets 2018: $1,539,252Liabilities 2018: $0Net Assets 2018: $1,539,2522018Assets 2019: $1,544,727Liabilities 2019: $0Net Assets 2019: $1,544,7272019Assets 2020: $1,541,051Liabilities 2020: $0Net Assets 2020: $1,541,0512020Assets 2021: $1,545,400Liabilities 2021: $0Net Assets 2021: $1,545,4002021Assets 2022: $1,555,557Liabilities 2022: $0Net Assets 2022: $1,555,5572022Assets 2023: $1,519,003Liabilities 2023: $0Net Assets 2023: $1,519,0032023Assets 2024: $1,536,850Liabilities 2024: $0Net Assets 2024: $1,536,8502024

Highlighted filing

2014

Assets$1,674,408
Liabilities$0
Net Assets$1,674,408
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $120,5702011Expenses 2012: $20,5682012Revenue 2013: $41,410Expenses 2013: $81,937Net Income 2013: -$40,5272013Revenue 2014: $43,426Expenses 2014: $114,917Net Income 2014: -$71,4912014Revenue 2015: $46,442Expenses 2015: $144,471Net Income 2015: -$98,0292015Revenue 2016: $44,521Expenses 2016: $147,548Net Income 2016: -$103,0272016Revenue 2017: $44,011Expenses 2017: $151,081Net Income 2017: -$107,0702017Revenue 2018: $52,203Expenses 2018: $145,746Net Income 2018: -$93,5432018Revenue 2019: $59,140Expenses 2019: $147,517Net Income 2019: -$88,3772019Revenue 2020: $67,526Expenses 2020: $183,331Net Income 2020: -$115,8052020Revenue 2021: $71,127Expenses 2021: $173,747Net Income 2021: -$102,6202021Revenue 2022: $79,540Expenses 2022: $202,796Net Income 2022: -$123,2562022Revenue 2023: $77,965Expenses 2023: $234,002Net Income 2023: -$156,0372023Revenue 2024: $80,327Expenses 2024: $207,387Net Income 2024: -$127,0602024

Highlighted filing

2014

Revenue$43,426
Expenses$114,917
Net Income-$71,491
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B WOLITZERTrustee-$0--
JOYCE L WOLITZERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Steven & Joyce Wolitzer Charitable Foundation
EIN
20-7173036
Phone
2127905700
Address
1185 PARK AVENUE NO 6A, NEW YORK, NY 10128-1309

Signing Officer

Name
Steven B Wolitzer
Title
Trustee
Phone
2127905700
Signed
2015-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
1065 AVENUE OF THE AMERICAS, NEW YORK, NY 10018
Preparer
Linda Mccarty
Phone
2127905700
Raw XML Appendix317 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/Amt02900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01450
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01450
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
DistributionFromCorpusElection/ElectionDesc0THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATIONEIN: 20-7173036ELECTION TO DISTRIBUTE CORPUSYEAR ENDED DECEMBER 31, 2013PURSUANT TO IRC SEC. 494(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF (CHECK ONE):__ UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR: AMOUNT: 2013 $79,046X CORPUS.SIGNED: ____________________________ _____________________________ DATE ____________________________ NAME AND TITLE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATTACHMENT TO 990-PF, PART I, LINE 25, COLUMN(A)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0NON-CASH CONTRIBUTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0HARVARD BUSINESS SCHOOL - 9 SHS L-3 COMMUNICATIONS HOLDINGS INC ON 03/19/14, VALUED AT: $1,051BOOK VALUE: $715METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICEUJA FEDERATION - 512 SHS L-3 COMMUNICATIONS HOLDINGS INC ON 03/19/14, VALUED AT: $59,766BOOK VALUE: $40,677METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICENEW YORK UNIVERSITY - 428 SHS L-3 COMMUNICATIONS HOLDINGS INC ON 03/19/14, VALUED AT: $49,960BOOK VALUE: $34,003METHOD USED TO DETERMINE BOOK VALUE: DONOR COSTMETHOD USED TO DETERMINE FMV: AVG. STOCK MARKET PRICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01418049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02252722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm017,849 SHRS L-3 COMMUNICATIONS HOLDINGS, INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt043426
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt043426
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043426
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110777
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110777
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt043426
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043426
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-71491
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt041976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0112617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt043426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04140
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-71491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt035382
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01674408
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01710517
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01674408
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0114123
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0114123
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0114123
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0114963
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0840
IRS990PF/DistributableAmountGrp/TotalTaxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt02509081
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01493444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01418049
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02252722
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01710517
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01674408
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0217073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0256359
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0256359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01710517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01674408
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02509081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01710517
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01674408
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01710517
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01674408
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02334280
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0232237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02102043
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035014
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0114963
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02299266
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02334280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0STEVEN B WOLITZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOYCE L WOLITZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01185 PARK AVENUE APT 6A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11185 PARK AVENUE APT 6A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0123648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0124068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt079046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt018928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0118760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0115839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0117717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.012415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.067517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.068495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02299266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01838337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01524570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01533183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01715703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01718610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0112617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.268886
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0112617
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0112617
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0112617
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN B WOLITZER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01185 PARK AVENUE APT 6A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0101281309
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127905700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN B WOLITZER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01051
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt259766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UJA FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHAR ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MASSACHUSETTS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt150 WEST 4TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2130 EAST 59TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110777
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/AppliedToCurrentYearAmt0112617
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01506
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069736
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112617
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088664
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt090170
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY LAW JOURNAL AD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035382
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIF.FMV VS.BOOK VALUE OF SECURITIES DONATED TO CHARITABLE ORGANIZATIONS
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX BALANCE DUE - 2013
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAX PAID - 2014
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN B WOLITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127905700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVEN & JOYCE WOLITZER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0207173036
ReturnHeader/Filer/PhoneNum02127905700
ReturnHeader/Filer/USAddress/AddressLine1Txt01185 PARK AVENUE NO 6A
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0101281309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341883473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01065 AVENUE OF THE AMERICAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127905700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA MCCARTY
ReturnHeader/ReturnTs02015-02-19T12:33:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,674,408
Liabilities
$0
Net assets
$1,674,408
Revenue
$43,426
Expenses
$114,917
Net income
-$71,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.08$0.21$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.08$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.07$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.07$0.18$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.06$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.05$0.15$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.04$0.15$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.04$0.15$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.05$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits