Civic Intelligence

The Leonard J & Gloria Phillips Foundation Inc

990PF • Fiscal year 2020 • EIN 22-2561173

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 15, 2020

310 Allwood RoadClifton, NJ 07012-1701

(973) 473-5300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

249%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$336,853

Up $18,914 (+5.9%) from 2019

Net Assets

Up

$336,853

Up $18,914 (+5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$49,196

Up $35,086 (+249%) from 2019

Expenses

Up

$30,282

Up $4,986 (+20%) from 2019

Net Income

Up

$18,914

Up $30,100 (+269%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $365,137Liabilities 2011: $0Net Assets 2011: $365,1372011Assets 2012: $318,394Liabilities 2012: $0Net Assets 2012: $318,3942012Assets 2013: $324,801Liabilities 2013: $0Net Assets 2013: $324,8012013Assets 2014: $308,544Liabilities 2014: $0Net Assets 2014: $308,5442014Assets 2015: $307,035Liabilities 2015: $0Net Assets 2015: $307,0352015Assets 2016: $280,555Liabilities 2016: $0Net Assets 2016: $280,5552016Assets 2017: $291,642Liabilities 2017: $0Net Assets 2017: $291,6422017Assets 2018: $329,125Liabilities 2018: $0Net Assets 2018: $329,1252018Assets 2019: $317,939Liabilities 2019: $0Net Assets 2019: $317,9392019Assets 2020: $336,853Liabilities 2020: $0Net Assets 2020: $336,8532020Assets 2021: $299,776Liabilities 2021: $0Net Assets 2021: $299,7762021Assets 2022: $299,878Liabilities 2022: $0Net Assets 2022: $299,8782022Assets 2023: $309,487Liabilities 2023: $0Net Assets 2023: $309,4872023Assets 2024: $309,487Liabilities 2024: $0Net Assets 2024: $309,4872024Assets 2025: $328,321Liabilities 2025: $0Net Assets 2025: $328,3212025

Highlighted filing

2020

Assets$336,853
Liabilities$0
Net Assets$336,853

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $2252011Expenses 2012: $55,0002012Expenses 2013: $3,8002013Revenue 2014: $10,243Expenses 2014: $26,500Net Income 2014: -$16,2572014Revenue 2015: $23,491Expenses 2015: $25,000Net Income 2015: -$1,5092015Revenue 2016: $48,520Expenses 2016: $75,000Net Income 2016: -$26,4802016Revenue 2017: $12,685Expenses 2017: $1,598Net Income 2017: $11,0872017Revenue 2018: $62,737Expenses 2018: $25,254Net Income 2018: $37,4832018Revenue 2019: $14,110Expenses 2019: $25,296Net Income 2019: -$11,1862019Revenue 2020: $49,196Expenses 2020: $30,282Net Income 2020: $18,9142020Revenue 2021: $12,964Expenses 2021: $50,041Net Income 2021: -$37,0772021Revenue 2022: $46,602Expenses 2022: $46,500Net Income 2022: $1022022Revenue 2023: $15,871Expenses 2023: $0Net Income 2023: $15,8712023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024Revenue 2025: $19,402Expenses 2025: $568Net Income 2025: $18,8342025

Highlighted filing

2020

Revenue$49,196
Expenses$30,282
Net Income$18,914
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leonard J PhillipsFoundation Mgr-$0--
Gloria PhillipsAsst Mgr-$0--
Wayne PhillipsAsst Mgr-$0--
Wendy PhillipsAsst Mgr-$0--
Filing and Contact Details

Filer

Filer Name
The Leonard J & Gloria Phillips
EIN
22-2561173
Phone
9734735300
Address
310 Allwood Road, Clifton, NJ 07012-1701

Signing Officer

Name
Leonard J Phillips
Title
Manager
Phone
9088894373
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Robert A Bertha CPA
Address
35 Old South Avenue East, Fanwood, NJ 07023-1323
Preparer
Robert Bertha CPA
Phone
9088894373
Raw XML Appendix364 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
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0None
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0244679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt166447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt08489 Shs Vanguard Total Stock Mkt Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12460.Shs Vanguard Total International
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0532659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt155482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013732
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035344
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt049196
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt049196
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035344
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013732
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013732
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018914
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035344
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049196
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt030282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049196
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt130000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0347.55 shs of Vanguard Total Stock
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1375.94 shs of Vanguard Total Stock
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12002-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035344
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018914
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0336853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0317939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0336853
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034828
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035812
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0984
IRS990PF/DistributableAmountGrp/TotalTaxAmt0984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0984
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0613868
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-7
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-8
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-8
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0317550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0311126
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0588141
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0317939
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0336853
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025735
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0317939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0336853
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0613868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0317939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0336853
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0317939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0336853
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0727156
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09961
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0717195
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010907
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035812
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0716249
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0727156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Leonard J Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gloria Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Wayne Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Wendy Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Foundation Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Asst Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Asst Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Asst Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02000 So Ocean Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12000 So Ocean Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Palm Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Saddle River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Saddle River
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd307458
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0475459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0475951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt074515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.663818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.002181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt03.192861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0716249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0674866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0605756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0504421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt023338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0541535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.319088
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030000
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0Leonard J Phillips
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0310 Allwood Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Clifton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0070121701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09734735300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A written request which indenties the applicant, and sets forth the purpose for the gift grant or award iss to be given.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Leonard J Phillips
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09734735300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0310 Allwood Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Clifton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Leonard J Phillips
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Gloria Phillips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Medical ResearchMedical research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Committee for Shaare Zedek Medical Center in Jerusalem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE VALLEY HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 W 39th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1223 N VAN DALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RIDGEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1074502736
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Leonard J Phillips
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1Gloria Phillips
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031161
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031161
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035989
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1NJ Annual Report
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Leonard J Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum09088894373
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Leonard J & Gloria Phillips
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0222561173
ReturnHeader/Filer/PhoneNum09734735300
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 Allwood Road
ReturnHeader/Filer/USAddress/CityNm0Clifton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0070121701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041BC3746AD103470D4BAA2E72C5B5773EF0663C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041BC3746AD103470D4BAA2E72C5B5773EF0663C5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022636620201950358e16
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.53.83.34
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm006:39:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222380673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert A Bertha CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 Old South Avenue East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fanwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070231323
ReturnHeader/PreparerPersonGrp/PhoneNum09088894373
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Bertha CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T05:39:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.19$0.01$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.16$0.00$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.47$0.47$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.13$0.50$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.49$0.30$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.14$0.25$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.63$0.25$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.13$0.02$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.49$0.75$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.10$0.27$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.55
2011Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.00