Civic Intelligence

Stertz Family Foundation

990PF • Fiscal year 2016 • EIN 26-1607840

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
7 Cobblestone CourtCenterport, NY 11721

(631) 754-1600

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.00x

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

4.2%

Higher net margin than 56% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2016 filings • NTEE T20 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

0.5%

Faster asset growth than 62% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-20%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • NTEE T20 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$384,614

Up $2,001 (+0.5%) from 2015

Net Assets

Up

$384,614

Up $2,001 (+0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin56th percentile

Revenue

Down

$47,529

Down $11,767 (-20%) from 2015

Expenses

Up

$45,528

Up $7,963 (+21%) from 2015

Net Income

Down

$2,001

Down $19,730 (-91%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2016

Assets$384,614
Liabilities$0
Net Assets$384,614
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

2016

Revenue$47,529
Expenses$45,528
Net Income$2,001
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

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

Filer

Filer Name
Stertz Famly Foundation
EIN
26-1607840
Phone
6317541600
Address
7 COBBLESTONE COURT, CENTERPORT, NY 11721

Signing Officer

Name
Frances Stertz
Title
Director & V.P.
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Rosen CPA PC
Address
7 Cobblestone Court, Centerport, NY 11721
Preparer
Bruce a Rosen CPA
Phone
6317541600
Raw XML Appendix292 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/AdjustedNetIncomeAmt04575
AccountingFeesSchedule/AccountingFeesDetail/Amt04575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BRUCE A. ROSEN, CPA, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0357942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0563614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NEUBERGER BERMAN - EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt08544
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt038985
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt047529
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt047529
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038985
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031842
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031842
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08544
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08544
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08544
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0142921
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038985
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt09111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09111
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt013686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt047529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt013686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt333813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt190633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt337804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NEUBERGER BERMAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUBERGER BERMAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NATIONAL FINANCIAL SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NATIONAL FINANCIAL SERVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038985
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3945
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02001
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0384614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0382613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0384614
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029519
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029519
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029519
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029857
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0338
IRS990PF/DistributableAmountGrp/TotalTaxAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02247
IRS990PF/FMVAssetsEOYAmt0590286
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0382613
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0384614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0346795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0357942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0563614
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0382613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0384614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0590286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0382613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0384614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0382613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0384614
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0606226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0574981
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09093
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0597133
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0606226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWARD STERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES STERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE A ROSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director & V.P.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director&Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt023 FAIRWAY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt123 FAIRWAY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27 COBBLESTONE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MANHASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MANHASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CENTERPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211721
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt031590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt033595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0597133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0626592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0620778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0546551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0463650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0438834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt031842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232157
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031504
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt031842
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0338
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt031842
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 COBBLESTONE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CENTERPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011721
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRUCE A ROSEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06317541600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDWARD STERTZ
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1FRANCES STERTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0approved
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011721
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031842
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/AppliedToCurrentYearAmt012240
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019602
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029519
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031842
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017279
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019602
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt18966
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt245
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18966
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18966
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCES STERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director & V.P.
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERTZ FAMLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0261607840
ReturnHeader/Filer/PhoneNum06317541600
ReturnHeader/Filer/USAddress/AddressLine1Txt07 COBBLESTONE COURT
ReturnHeader/Filer/USAddress/CityNm0CENTERPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Rosen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Cobblestone Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011721
ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02017-11-14T08:23:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,614
Liabilities
$0
Net assets
$384,614
Revenue
$47,529
Expenses
$45,528
Net income
$2,001
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