Civic Intelligence

Mathew H Valenza Foundation

990 • Fiscal year 2023 • EIN 20-8936395

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 10, 2023

Organization ProfileN/A
3000 Marcus Avenue 1E5Lake Success, NY 11042

(516) 326-6200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

9058%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $583,404 (-100%) from 2022

Net Assets

Down

$0

Down $583,404 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$184,074

Up $182,064 (+9058%) from 2022

Expenses

Up

$13,999

Up $4,246 (+44%) from 2022

Net Income

Up

$170,075

Up $177,818 (+2297%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0Assets 2010: $154,313Liabilities 2010: $0Net Assets 2010: $154,3132010Assets 2011: $190,806Liabilities 2011: $0Net Assets 2011: $190,8062011Assets 2012: $225,768Liabilities 2012: $0Net Assets 2012: $225,7682012Assets 2013: $267,532Liabilities 2013: $0Net Assets 2013: $267,5322013Assets 2014: $301,002Liabilities 2014: $0Net Assets 2014: $301,0022014Assets 2015: $345,362Liabilities 2015: $0Net Assets 2015: $345,3622015Assets 2016: $384,975Liabilities 2016: $0Net Assets 2016: $384,9752016Assets 2017: $425,667Liabilities 2017: $0Net Assets 2017: $425,6672017Assets 2018: $425,709Liabilities 2018: $0Net Assets 2018: $425,7092018Assets 2019: $441,004Liabilities 2019: $0Net Assets 2019: $441,0042019Assets 2020: $403,574Liabilities 2020: $0Net Assets 2020: $403,5742020Assets 2021: $513,864Liabilities 2021: $0Net Assets 2021: $513,8642021Assets 2022: $583,404Liabilities 2022: $0Net Assets 2022: $583,4042022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $4,4062010Expenses 2011: $4,2742011Revenue 2012: $41,217Expenses 2012: $6,255Net Income 2012: $34,9622012Revenue 2013: $45,253Expenses 2013: $3,489Net Income 2013: $41,7642013Revenue 2014: $38,715Expenses 2014: $5,245Net Income 2014: $33,4702014Revenue 2015: $55,256Expenses 2015: $17,796Net Income 2015: $37,4602015Revenue 2016: $49,543Expenses 2016: $20,178Net Income 2016: $29,3652016Revenue 2017: $44,823Expenses 2017: $22,502Net Income 2017: $22,3212017Revenue 2018: $32,615Expenses 2018: $27,106Net Income 2018: $5,5092018Revenue 2019: $18,270Expenses 2019: $22,638Net Income 2019: -$4,3682019Revenue 2020: $11,549Expenses 2020: $9,320Net Income 2020: $2,2292020Revenue 2021: $10,323Expenses 2021: $16,154Net Income 2021: -$5,8312021Revenue 2022: $2,010Expenses 2022: $9,753Net Income 2022: -$7,7432022Revenue 2023: $184,074Expenses 2023: $13,999Net Income 2023: $170,0752023

Highlighted filing

2023

Revenue$184,074
Expenses$13,999
Net Income$170,075
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 10, 2023
Return Version
2022v5.0
Gross Receipts
$488,050
Mission and Program Overview

Mission

To provide scholarships to eligible students in memory of mathew h. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty, to support community youth athletic organizations, and other non-profit organizations, all in memory of mathew h. Valenza.

To provide scholarships to eligible students in memory of Mathew H. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty. To support community youth athletic organizations, and other non-profit organizations. All in memory of Mathew H. Valenza.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$583,404$0▼ $583,404
Investments in Publicly Traded Securities$457,556$0▼ $457,556
Investments Other Securities$90,782$0▼ $90,782
Cash and Non-Interest-Bearing Accounts$35,066$0▼ $35,066
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$583,404$0▼ $583,404
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$583,404$0▼ $583,404
Total Liabilities and Net Assets / Fund Balance$583,404$0▼ $583,404
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Andrea GarciaTrustee
Barbara ValenzaTrustee
Brian HauswirthTrustee
Carl SchaetzleTrustee
Lauren Brady-RussellTrustee
Mary SchaetzleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$184,074
Other Revenue
$0
Change in Net Assets
$170,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,000-$3,000
Fees for Services Legal-$3,000-$3,000
Other Expenses-$428-$428
Total Functional Expenses$0$13,999$0$13,999
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Two of the trustees are brother/sister of the president, barbara valenza.”

Form 990, Part VI, Section B, line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, line 18

“Available at accountant's office for a period of three years.”

Form 990, Part VI, Section C, line 19

“Available at accountant's office for a period of three years.”

Filing and Contact Details

Filer

Filer Name
Mathew H Valenza Foundation
EIN
20-8936395
Phone
5163266200
Address
3000 Marcus Avenue 1E5, Lake Success, NY 11042

Signing Officer

Name
Barbara Valenza
Title
President
Phone
5163266200
Signed
2023-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Valenza
Formed
2007
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Furman & Hauswirth CPA's
Address
3000 Marcus Avenue Suite 1E5, Lake Success, NY 11042
Preparer
Patricia Hauswirth
Phone
5163266200
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfer of assets upon dissolution - see Schedule N -554,913.”

Raw XML Appendix359 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide scholarships to eligible students in memory of Mathew H. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty. To support community youth athletic organizations, and other non-profit organizations. All in memory of Mathew H. Valenza.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Furman & Hauswirth CPAs
IRS990/BooksInCareOfDetail/PhoneNum05163266200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 Marcus Avenue Ste 1E5
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lake Success
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011042
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt035066
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0184074
IRS990/CYOtherExpensesAmt013999
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0170075
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013999
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0184074
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To provide financial assistance in the form of scholarships to students pursuing a Catholic school education.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesLegalGrp/TotalAmt03000
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Barbara Valenza
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Schaetzle
IRS990/Form990PartVIISectionAGrp/PersonNm2Carl Schaetzle
IRS990/Form990PartVIISectionAGrp/PersonNm3Lauren Brady-Russell
IRS990/Form990PartVIISectionAGrp/PersonNm4Andrea Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm5Brian Hauswirth
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0171952
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0475928
IRS990/GrossReceiptsAmt0488050
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt012122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012122
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt090782
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0457556
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0303976
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide scholarships to eligible students in memory of Mathew H. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty. To support community youth athletic organizations, and other non-profit organizations. All in memory of Mathew H. Valenza.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0583404
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0171952
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-198566
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-554913
IRS990/OtherExpensesGrp/Desc0Investment fees
IRS990/OtherExpensesGrp/Desc1Annual Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07571
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1428
IRS990/OtherExpensesGrp/TotalAmt07571
IRS990/OtherExpensesGrp/TotalAmt1428
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Barbara Valenza
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide financial assistance to families experiencing a tragic event or period of financial difficulty.
IRS990/ProgSrvcAccomActy3Grp/Desc0To provide assistance to other not for profit organizations in pursuance of their charitable purpose.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt02010
IRS990/PYOtherExpensesAmt07753
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-7743
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09753
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0170075
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0583404
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010913
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010168
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031544
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026942
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26980
IRS990ScheduleA/PublicSupportPY170Pct00.38420
IRS990ScheduleA/PublicSupportTotal170Amt011658
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011658
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011658
IRS990ScheduleA/TotalSupportAmt043202
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATION AT EACH OF THE SCHOOLS NOMINATE THE CANDIDATES FOR SCHOLARSHIP CONSIDERATION. THE TRUSTEES OF THE ORGANIZATION APPROVE THE FINAL SELECTION. THE SCHOLARSHIP IS PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE RECIPIENT. HARDSHIP GRANTS ARE AWARDED BY THE BOARD BASED ON AN AS NEEDED BASIS. THE BOARD REVIEWS AND APPROVES REQUESTS FOR HARDSHIP GRANTS THAT MEET THE CRITERIA OF THE FUNDS MISSION. DONATIONS TO OTHER TAX EXEMPT ORGANIZATIONS ARE MADE BASED ON BOARD APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Assets held in a Merrill Lynch Original Purpose Investment account were sold and the cash transferred by check to the recicipient organization to establish a scholarship fund. The organization received approval as of 4/1/2013 to amend its name and purpose and in accordance with the approval from the AG, the funds were then segregated into original purpose - scholarships and "new purpose - financial hardship assistance and donations to community athletic organizations and other nonprofits. The funds from the orignal purpose account have been distributed to St Francis Prepatory School.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Assets held in a Merrill Lynch Investment account were sold and the cash transferred by wire transfer to the recicipient organization. The organization received approval as of 4/1/2013 to amend its name and purpose and in accordance with the approval from the AG, the funds were then segregated into original purpose - scholarships and "new purpose - financial hardship assistance and donations to community athletic organizations and other nonprofits. The funds from the new purpose account have been distributed to Henrik Lundqvist Foundation.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0St Francis Preparatory School
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1Henrik Lundqvist Foundation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12023-03-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0111635104
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1462642529
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0319281
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1235632
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Cash Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt06100 Francis Lewis Boulevard
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1244 West Street
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Queens
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1New York
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd011365
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd110019
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE TRUSTEES ARE BROTHER/SISTER OF THE PRESIDENT, BARBARA VALENZA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available at accountant's office for a period of three years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available at accountant's office for a period of three years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Transfer of assets upon dissolution - see Schedule N -554,913.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0583404
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0583404
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013999
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013999
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583404
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012122
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0171952
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184074
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0583404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 Marcus Avenue 1E5
IRS990/USAddress/CityNm0Lake Success
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011042
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Valenza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05163266200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mathew H Valenza Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0208936395
ReturnHeader/Filer/PhoneNum05163266200
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 Marcus Avenue 1E5
ReturnHeader/Filer/USAddress/CityNm0Lake Success
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011042
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113134883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Furman & Hauswirth CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 Marcus Avenue Suite 1E5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05163266200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Hauswirth
ReturnHeader/ReturnTs02023-07-11T09:48:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Valenza
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$184,074
Expenses
$13,999
Net income
$170,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.84$0.14$1.70
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.10$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.12$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.18$0.23$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.45$0.23$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.50$0.20$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.55$0.18$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.39$0.05$0.33
2013Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.45$0.03$0.42
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.41$0.06$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.04