Civic Intelligence

136 Fund

990PF • Fiscal year 2024 • EIN 26-1595284

Dec 01, 2023 to Nov 30, 2024 • Filed on Aug 29, 2025

Organization Profile
Shenker / Sullivan 125 Broad StNew York, NY 10004

(212) 558-4000

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2024 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

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

2024 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2024

Net Margin

1st percentile

-4469%

Higher net margin than 1% of similar nonprofits.

2024 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2024 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-5.3%

Faster asset growth than 11% of similar nonprofits.

2024 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

43%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$11,948,782

Down $674,487 (-5.3%) from 2023

Net Assets

Down

$11,948,782

Down $674,487 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin1st percentile

Revenue

Up

$15,093

Up $4,566 (+43%) from 2023

Expenses

Down

$689,580

Down $590,175 (-46%) from 2023

Net Income

Up

-$674,487

Up $594,741 (+47%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$80M$60M$40M$20M$0Assets 2013: $3,615,378Liabilities 2013: $0Net Assets 2013: $3,615,3782013Assets 2014: $25,125,193Liabilities 2014: $0Net Assets 2014: $25,125,1932014Assets 2015: $43,970,467Liabilities 2015: $0Net Assets 2015: $43,970,4672015Assets 2016: $61,601,944Liabilities 2016: $0Net Assets 2016: $61,601,9442016Assets 2017: $61,117,946Liabilities 2017: $0Net Assets 2017: $61,117,9462017Assets 2018: $65,777,672Liabilities 2018: $0Net Assets 2018: $65,777,6722018Assets 2019: $10,373,333Liabilities 2019: $0Net Assets 2019: $10,373,3332019Assets 2020: $11,622,755Liabilities 2020: $0Net Assets 2020: $11,622,7552020Assets 2021: $12,979,332Liabilities 2021: $0Net Assets 2021: $12,979,3322021Assets 2022: $13,892,497Liabilities 2022: $0Net Assets 2022: $13,892,4972022Assets 2023: $12,623,269Liabilities 2023: $0Net Assets 2023: $12,623,2692023Assets 2024: $11,948,782Liabilities 2024: $0Net Assets 2024: $11,948,7822024

Highlighted filing

2024

Assets$11,948,782
Liabilities$0
Net Assets$11,948,782
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$100M$50M$0-$50M-$100MExpenses 2013: $24,922,4232013Revenue 2014: $50,527,717Expenses 2014: $29,017,902Net Income 2014: $21,509,8152014Revenue 2015: $51,189,802Expenses 2015: $32,344,528Net Income 2015: $18,845,2742015Revenue 2016: $58,054,742Expenses 2016: $40,423,265Net Income 2016: $17,631,4772016Revenue 2017: $44,504,058Expenses 2017: $44,988,056Net Income 2017: -$483,9982017Revenue 2018: $44,916,904Expenses 2018: $40,257,178Net Income 2018: $4,659,7262018Revenue 2019: $2,686,675Expenses 2019: $61,410,654Net Income 2019: -$58,723,9792019Revenue 2020: $2,028,086Expenses 2020: $778,726Net Income 2020: $1,249,3602020Revenue 2021: $2,201,666Expenses 2021: $845,045Net Income 2021: $1,356,6212021Revenue 2022: $2,502,848Expenses 2022: $1,589,683Net Income 2022: $913,1652022Revenue 2023: $10,527Expenses 2023: $1,279,755Net Income 2023: -$1,269,2282023Revenue 2024: $15,093Expenses 2024: $689,580Net Income 2024: -$674,4872024

Highlighted filing

2024

Revenue$15,093
Expenses$689,580
Net Income-$674,487
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Aug 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH C SHENKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
136 Fund
EIN
26-1595284
In Care Of
% JOSEPH C SHENKER
Phone
2125584000
Address
SHENKER / SULLIVAN 125 BROAD ST, NEW YORK, NY 10004

Signing Officer

Name
Joseph C Shenker
Title
Trustee
Phone
2125584000
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
300 MADISON AVENUE, NEW YORK, NY 10017
Preparer
Claudio Devellis
Phone
6464713000
Raw XML Appendix226 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/Amt06000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012257
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRIOR YEAR OVERPAYMENT APPLIED
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02836
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015093
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015093
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012246
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-674487
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0680744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02836
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0689580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0689580
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-674487
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011948782
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012623269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011948782
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0604186
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0604186
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0604186
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0604315
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/DistributableAmountGrp/TotalTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02836
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02836
IRS990PF/FMVAssetsEOYAmt011948782
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011993875
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt011426967
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt011426967
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt012623269
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011948782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0629394
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0521815
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0521815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012623269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011948782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011948782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012623269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011948782
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012623269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011948782
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012270355
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0559934
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0184055
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011710421
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0604315
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012086300
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012270355
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH C SHENKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0SULLIVAN CROMWELL LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0125 BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010004
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03793
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03793
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0SULLIVAN CROMWELL 125 BROAD STRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOSEPH C SHENKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125584000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03793
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0604186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0600393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058855938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0600393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058255545
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03793
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058255545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058855938
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011993875
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE POLICIES VALUES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011426967
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011426967
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1679951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Prior Year Overpayment Applied
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02836
TaxesSchedule/TaxesDetail/Amt02836
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR OVERPAYMENT APPLIED
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH C SHENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125584000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0136 FUND
ReturnHeader/Filer/BusinessNameControlTxt0136F
ReturnHeader/Filer/EIN0261595284
ReturnHeader/Filer/InCareOfNm0% JOSEPH C SHENKER
ReturnHeader/Filer/PhoneNum02125584000
ReturnHeader/Filer/USAddress/AddressLine1Txt0SHENKER / SULLIVAN 125 BROAD ST
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 MADISON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum06464713000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAUDIO DEVELLIS
ReturnHeader/ReturnTs02025-09-03T20:57:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,948,782
Liabilities
$0
Net assets
$11,948,782
Revenue
$15,093
Expenses
$689,580
Net income
-$674,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.02$0.69$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$0.01$1.28$1.27
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$2.50$1.59$0.91
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$2.20$0.85$1.36
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.03$0.78$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$2.69$61.4$58.7
2018Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$44.9$40.3$4.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$44.5$45.0$0.48
2016Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$58.1$40.4$17.6
2015Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$51.2$32.3$18.8
2014Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$50.5$29.0$21.5
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$24.9
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