Civic Intelligence

Stertz Family Foundation

990PF • Fiscal year 2011 • EIN 26-1607840

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization Profile
7 Cobblestone Court11721
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2011 filings • NTEE T20 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

2011 filings • NTEE T20 • <$500k nonprofits • Source year 2011

Asset Growth

32nd percentile

-7.7%

Faster asset growth than 32% of similar nonprofits.

2011 filings • NTEE T20 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$362,879

Down $30,219 (-7.7%) from 2010

Net Assets

Down

$362,879

Down $30,219 (-7.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,962

Down $7,352 (-21%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $393,098Liabilities 2010: $0Net Assets 2010: $393,0982010Assets 2011: $362,879Liabilities 2011: $0Net Assets 2011: $362,8792011Assets 2012: $372,265Liabilities 2012: $0Net Assets 2012: $372,2652012Assets 2013: $361,854Liabilities 2013: $0Net Assets 2013: $361,8542013Assets 2014: $360,882Liabilities 2014: $0Net Assets 2014: $360,8822014Assets 2015: $382,613Liabilities 2015: $0Net Assets 2015: $382,6132015Assets 2016: $384,614Liabilities 2016: $0Net Assets 2016: $384,6142016Assets 2017: $364,174Liabilities 2017: $0Net Assets 2017: $364,1742017Assets 2018: $322,333Liabilities 2018: $0Net Assets 2018: $322,3332018Assets 2019: $315,788Liabilities 2019: $0Net Assets 2019: $315,7882019Assets 2020: $292,350Liabilities 2020: $0Net Assets 2020: $292,3502020Assets 2021: $302,744Liabilities 2021: $0Net Assets 2021: $302,7442021Assets 2022: $254,401Liabilities 2022: $0Net Assets 2022: $254,4012022Assets 2023: $255,534Liabilities 2023: $0Net Assets 2023: $255,5342023Assets 2024: $253,850Liabilities 2024: $0Net Assets 2024: $253,8502024

Highlighted filing

2011

Assets$362,879
Liabilities$0
Net Assets$362,879
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $35,3142010Expenses 2011: $27,9622011Expenses 2012: $32,9462012Revenue 2013: $31,975Expenses 2013: $42,386Net Income 2013: -$10,4112013Revenue 2014: $40,155Expenses 2014: $41,127Net Income 2014: -$9722014Revenue 2015: $59,296Expenses 2015: $37,565Net Income 2015: $21,7312015Revenue 2016: $47,529Expenses 2016: $45,528Net Income 2016: $2,0012016Revenue 2017: $18,309Expenses 2017: $39,334Net Income 2017: -$21,0252017Revenue 2018: $15,777Expenses 2018: $57,807Net Income 2018: -$42,0302018Revenue 2019: $42,582Expenses 2019: $49,127Net Income 2019: -$6,5452019Revenue 2020: $77,464Expenses 2020: $100,902Net Income 2020: -$23,4382020Revenue 2021: $147,384Expenses 2021: $136,990Net Income 2021: $10,3942021Revenue 2022: $48,349Expenses 2022: $96,692Net Income 2022: -$48,3432022Revenue 2023: $56,288Expenses 2023: $55,155Net Income 2023: $1,1332023Revenue 2024: $56,204Expenses 2024: $57,888Net Income 2024: -$1,6842024

Highlighted filing

2011

Revenue-
Expenses$27,962
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A ROSENDirector&Treas.-$0--
FRANCES STERTZDirector & V.P.-$0--
EDWARD STERTZPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUSapprovedSCHEDULE, NY, US$16,587
Filing and Contact Details

Filer

EIN
26-1607840
Raw XML Appendix265 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/AccountingFees/AdjustedNetIncome04475
AccountingFeesSchedule/AccountingFees/Amount04475
AccountingFeesSchedule/AccountingFees/Category0BRUCE A. ROSEN, CPA, P.C.
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome04475
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue023247
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV023736
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0NEUBERGER BERMAN - CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0300078
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0378465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NEUBERGER BERMAN - STOCKS, MUTUAL FUNDS
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue05332
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV05613
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome08611
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-10868
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-2257
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-2257
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm04475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps016587
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss016587
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm08611
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08611
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08611
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-30219
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice094965
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-10868
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm06900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm06900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome08611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm011375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps016587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm011375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss027962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-2257
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm011375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm011375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011375
IRS990PF/BalanceSheets/CapitalStockBOY0393098
IRS990PF/BalanceSheets/CapitalStockEOY0362879
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY043195
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY023247
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV023736
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0335027
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0300078
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0378465
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY05132
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY05332
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV05613
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY09744
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY034222
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV034222
IRS990PF/BalanceSheets/TotalAssetsBOY0393098
IRS990PF/BalanceSheets/TotalAssetsEOY0362879
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0442036
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0393098
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0362879
IRS990PF/BalanceSheets/TotalNetAssetsBOY0393098
IRS990PF/BalanceSheets/TotalNetAssetsEOY0362879
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-10868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis081470
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124363
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SEE ATTACHED SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SEE ATTACHED SCHEDULE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1666
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-9202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1666
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-9202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice079804
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice115161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-9202
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-30219
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0362879
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0393098
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0362879
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021942
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021942
IRS990PF/DistributableAmount/DistributableAmountBeforeDed021942
IRS990PF/DistributableAmount/MinimumInvestmentReturn021942
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0500
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0442036
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0445517
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances021983
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0423534
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06683
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021942
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0438834
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0445517
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRUCE A ROSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FRANCES STERTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2EDWARD STERTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director&Treas.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director & V.P.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107 COBBLESTONE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1123 FAIRWAY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1223 FAIRWAY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CENTERPORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MANHASSET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MANHASSET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode011721
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode111030
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode211030
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct013423
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets013423
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.03059
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05448
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.03110
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.03678
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0438834
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20401908
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30435054
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40492500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions016587
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1023655
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2012500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.12235
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions016587
IRS990PF/QualifyingDistributions/ExpensesAndContributions016587
IRS990PF/QualifyingDistributions/QualifyingDistributions016587
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRUCE A ROSEN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06317541600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107 COBBLESTONE COURT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CENTERPORT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode011721
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0FRANCES STERTZ
IRS990PF/SupplementaryInformation/ContributingManager1EDWARD STERTZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016587
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0approved
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0n/a
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode011721
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear016587
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03360
IRS990PF/UndistributedIncome/AppliedToYear1013227
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted021942
IRS990PF/UndistributedIncome/QualifyingDistributions016587
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY018582
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear013227
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome06900
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06900
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06900
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261607840
ReturnHeader/Filer/Name/BusinessNameLine10STERTZ FAMLY FOUNDATION
ReturnHeader/Filer/NameControl0STER
ReturnHeader/Filer/USAddress/AddressLine107 COBBLESTONE COURT
ReturnHeader/Filer/USAddress/City0CENTERPORT
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011721
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0EDWARD STERTZ
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bruce A Rosen CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107 Cobblestone Court
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Centerport
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011721
ReturnHeader/Preparer/Name0BRUCE A ROSEN CPA
ReturnHeader/Preparer/Phone06317541600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T13:44:43-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,879
Liabilities
$0
Net assets
$362,879
Revenue
-
Expenses
$27,962
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.56$0.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.48$0.97$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.47$1.37$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.77$1.01$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.43$0.49$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.58$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.18$0.39$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.48$0.46$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.59$0.38$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.40$0.41$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.32$0.42$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.33
2011Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.28
2010Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.35