Civic Intelligence

Brian a Mccarthy Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-2804661

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
CO Pkfod 500 Mamaroneck AvenueHarrison, NY 10528-1633

(914) 381-8900

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Net Margin

9th percentile

-327%

Higher net margin than 9% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Asset Growth

67th percentile

3.9%

Faster asset growth than 67% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

640%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$8,388,002

Up $311,944 (+3.9%) from 2022

Net Assets

Up

$8,388,002

Up $311,944 (+3.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin9th percentile

Revenue

Up

$105,966

Up $91,649 (+640%) from 2022

Expenses

Down

$452,000

Down $62,858 (-12%) from 2022

Net Income

Up

-$346,034

Up $154,507 (+31%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2019: $9,245,081Liabilities 2019: $0Net Assets 2019: $9,245,0812019Assets 2020: $9,530,306Liabilities 2020: $0Net Assets 2020: $9,530,3062020Assets 2021: $9,644,182Liabilities 2021: $0Net Assets 2021: $9,644,1822021Assets 2022: $8,076,058Liabilities 2022: $0Net Assets 2022: $8,076,0582022Assets 2023: $8,388,002Liabilities 2023: $0Net Assets 2023: $8,388,0022023Assets 2024: $8,526,380Liabilities 2024: $0Net Assets 2024: $8,526,3802024

Highlighted filing

2023

Assets$8,388,002
Liabilities$0
Net Assets$8,388,002
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $66,421Expenses 2019: $503,767Net Income 2019: -$437,3462019Revenue 2020: $757,013Expenses 2020: $487,754Net Income 2020: $269,2592020Revenue 2021: $397,848Expenses 2021: $494,668Net Income 2021: -$96,8202021Revenue 2022: $14,317Expenses 2022: $514,858Net Income 2022: -$500,5412022Revenue 2023: $105,966Expenses 2023: $452,000Net Income 2023: -$346,0342023Revenue 2024: $824,525Expenses 2024: $454,299Net Income 2024: $370,2262024

Highlighted filing

2023

Revenue$105,966
Expenses$452,000
Net Income-$346,034
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN A MCCARTHYDirector, PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Brian a Mccarthy Foundation Inc
EIN
26-2804661
Phone
9143818900
Address
CO PKFOD 500 MAMARONECK AVENUE, HARRISON, NY 10528-1633

Signing Officer

Name
Brian a Mccarthy
Title
President
Phone
9143818900
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Thomas F Blaney CPA
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11385339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12223995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13254409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14498399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR LONG-SHORT EQUITY FUND CLASS I (QLEIX) 24,178.348 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND CLASS I (BXMIX) 24,394.300 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS INST (GIOIX) 14,282.770 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LEGG MASON WESTERN ASSET MACRO OPPORTUNITIES FUND (LAOIX) 18,972.694 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LORD ABBETT CREDIT OPPORTUNITIES FUND CLASS A (LARAX) 25,296.958 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NEUBERGER STRATEGIC INCOME INSTITUTIIONAL CLASS (NSTLX) 34,851.800 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PIONEER PIONEER FUNDAMENTAL GROWTH FD CL Y CL Y (FUNYX) 10,584.594 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PRINCIPAL EQUITY INCOME FUND CLASS I (PEIIX) 17,405.292 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PRINCIPAL SPECTRUM PRE AND CAP SEC INCOME FUND INS (PPSIX) 28,026.906 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PUTNAM SHORT DURATION BOND FUND CLASS Y (PARYX) 49,111.613 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10T. ROWE PRICE GLOBAL ALLOCATION FUND CLASS NL (RPGAX) 31,154.969 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11THORNBURG STRATEGIC INCOME CLASS I (TSIIX) 33,861.038 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD FTSE EMERGING MARKETS ETF (VWO) 5,450.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD TOTAL BOND MKT ETF (BND) 3,459.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD TOTAL STOCK MKT ETF (VTI) 2,101.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0317703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2346928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3199024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4224637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5342593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6335532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7654265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8247197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9478838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10444270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11385339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12223995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13254409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14498399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0345277
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-239424
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt082
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0105966
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0105966
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011007
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011007
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0390000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0390000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0345277
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0345277
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-346034
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04149124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-239424
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0302527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt047863
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0408637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0452000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0345390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0105966
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04388548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-254825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-254825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04133723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-239424
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-346034
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0657978
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08388002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08076058
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08388002
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0403284
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0403284
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0403284
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0407489
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04205
IRS990PF/DistributableAmountGrp/TotalTaxAmt04205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03627
IRS990PF/FMVAssetsEOYAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01234050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0738634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0738634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0504558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0463809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0463809
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08076058
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05129074
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05210245
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05210245
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0133954
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0308338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0308338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08076058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08076058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08076058
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08388002
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01074422
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01666976
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01666976
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08273881
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0241104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08032777
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0124108
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0407489
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08149773
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08273881
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRIAN A MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O PKFOD 500 MAMARONECK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HARRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0105281633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0408637
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0408637
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,388,002
Liabilities
$0
Net assets
$8,388,002
Revenue
$105,966
Expenses
$452,000
Net income
-$346,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.82$0.45$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.11$0.45$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.01$0.51$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.40$0.49$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.76$0.49$0.27
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.07$0.50$0.44