Civic Intelligence

Evelyn B Kaufman Foundation

990PF • Fiscal year 2018 • EIN 27-1841470

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
301 Grant St 20th FLPittsburgh, PA 15219

(412) 562-8497

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$4,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

393%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$427,779

Up $75,607 (+21%) from 2017

Net Assets

Up

$427,779

Up $75,607 (+21%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$116,433

Up $92,837 (+393%) from 2017

Expenses

Up

$40,826

Up $24,665 (+153%) from 2017

Net Income

Up

$75,607

Up $68,172 (+917%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$600K$400K$200K$0Assets 2011: $306,643Liabilities 2011: $0Net Assets 2011: $306,6432011Assets 2012: $298,598Liabilities 2012: $0Net Assets 2012: $298,5982012Assets 2013: $329,611Liabilities 2013: $0Net Assets 2013: $329,6112013Assets 2014: $412,747Liabilities 2014: $0Net Assets 2014: $412,7472014Assets 2015: $350,803Liabilities 2015: $0Net Assets 2015: $350,8032015Assets 2016: $344,737Liabilities 2016: $0Net Assets 2016: $344,7372016Assets 2017: $352,172Liabilities 2017: $0Net Assets 2017: $352,1722017Assets 2018: $427,779Liabilities 2018: $0Net Assets 2018: $427,7792018Assets 2019: $400,656Liabilities 2019: $0Net Assets 2019: $400,6562019Assets 2020: $350,979Liabilities 2020: $0Net Assets 2020: $350,9792020Assets 2021: $339,123Liabilities 2021: $0Net Assets 2021: $339,1232021Assets 2022: $389,908Liabilities 2022: $0Net Assets 2022: $389,9082022

Highlighted filing

2018

Assets$427,779
Liabilities$0
Net Assets$427,779
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $12,0982011Expenses 2012: $17,5432012Revenue 2013: $49,434Expenses 2013: $19,304Net Income 2013: $30,1302013Revenue 2014: $84,541Expenses 2014: $1,524Net Income 2014: $83,0172014Revenue 2015: -$27,414Expenses 2015: $34,361Net Income 2015: -$61,7752015Revenue 2016: $15,050Expenses 2016: $21,116Net Income 2016: -$6,0662016Revenue 2017: $23,596Expenses 2017: $16,161Net Income 2017: $7,4352017Revenue 2018: $116,433Expenses 2018: $40,826Net Income 2018: $75,6072018Revenue 2019: $19,653Expenses 2019: $46,776Net Income 2019: -$27,1232019Revenue 2020: -$18,248Expenses 2020: $31,429Net Income 2020: -$49,6772020Revenue 2021: $52,445Expenses 2021: $64,301Net Income 2021: -$11,8562021Revenue 2022: $79,712Expenses 2022: $28,927Net Income 2022: $50,7852022

Highlighted filing

2018

Revenue$116,433
Expenses$40,826
Net Income$75,607
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E DAVID MARGOLISTrustee-$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Evelyn B Kaufman Foundation
EIN
27-1841470
Phone
4125628497
Address
301 GRANT ST 20TH FL, PITTSBURGH, PA 15219

Signing Officer

Name
E David Margolis
Title
Trustee
Phone
4125628497
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Buchanan Ingersoll & Rooney Pc
Address
ONE OXFORD CENTRE 20TH FLOOR, PITTSBURGH, PA 15219-1410
Preparer
Daniel Keller CPA
Phone
4125623943
Raw XML Appendix372 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
AppliedToPriorYearElection/ElectionDesc0THE EVELYN B. KAUFMAN FOUNDATION ELECTS UNDER TREASURY REGULATIONS 53.4942(a)-3(d)(2) TO HAVE ITS DISTRIBUTION OF $35,000 ON DECEMBER 21, 2018 APPLIED FIRST AGAINST UNDISTRIBUTED INCOME 2017 ($25,295), NEXT AGAINST ITS UNDISTRIBUTED INCOME FOR 2016 ($1,574), AND LAST AGAINST ITS UNDISTRIBUTED INCOME FOR 2018 ($8,131).
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt534751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt628227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1014316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1220157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1314692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1424957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1520359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt280379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt410910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt951781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1052248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1129286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1234764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1517286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SPDR S&P 500 ETF - 150 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANNALY CAPITAL MGMT - 2,200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES SELECT DIVIDEND ETF - 900 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MOSAIC CO - 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EXXON MOBIL CORP - 160 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CITIGROUP - 700 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GILEAD SCIENCES - 400 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PHILLIPS 66 - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPS EFT TR ALERIAN MLT ETF - 1,200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ALPHABET INC CAP STK CL C - 50 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALPHABET INC CAP STK CL A - 50 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JP MORGAN CHASE - 300 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12NEXTERA ENERGY - 200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMAZON.COM - 15 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14APPLE - 150 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES TR US AER DEF ETF - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES TR US MED DVC ETF - 100 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AT&T INC - 862 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DISNEY WALT CO - 100 SHRS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012774
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt047839
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt060613
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060613
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047839
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt055820
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012774
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012774
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt075607
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt066948
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054787
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0116433
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt332250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt332250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.2 SHRS - AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100 SHRS - FACEBOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SHRS - FACEBOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3600 SHRS - TIME WARNER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-15
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028837
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0554913
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0352172
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0352172
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0553533
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08950
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0596652
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E DAVID MARGOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0301 GRANT ST 20TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt024204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt033975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.075255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.002119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0587702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0510213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0447207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0451466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0486050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0370292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.205922
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034452
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt035000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0548
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt035000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0E DAVID MARGOLIS TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0301 GRANT ST 20TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04125628497
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SETON HILL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE SETON HILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08131
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01574
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025295
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01574
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020706
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025295
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARCY B DAVIDOFF TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0301 GRANT ST 20TH FLR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PITTSBURGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd015219
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt055820
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt067440
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MISC. STOCK PORTFOLIO WITH CUMMALATIVE BASIS OF $55,820.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-06-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0TAX PREPARATION
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01110
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01110
TaxesSchedule/TaxesDetail/Amt0216
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID BASED ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0216
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0E DAVID MARGOLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04125628497
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVELYN B KAUFMAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o E DAVID MARGOLIS
ReturnHeader/Filer/BusinessNameControlTxt0EVEL
ReturnHeader/Filer/EIN0271841470
ReturnHeader/Filer/PhoneNum04125628497
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 GRANT ST 20TH FL
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006B8B15A157E8192EF5BE73147DFEAA38D7E08AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB1F1A390F1C21EF084A2F79B6C057D61EBA5DB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.247.43.112
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:17:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251381032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHANAN INGERSOLL & ROONEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE OXFORD CENTRE 20TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152191410
ReturnHeader/PreparerPersonGrp/PhoneNum04125623943
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL KELLER CPA
ReturnHeader/ReturnTs02019-05-10T10:18:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,779
Liabilities
$0
Net assets
$427,779
Revenue
$116,433
Expenses
$40,826
Net income
$75,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.80$0.29$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.52$0.64$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.18$0.31$0.50
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.20$0.47$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$1.16$0.41$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.24$0.16$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.15$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.27$0.34$0.62
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.85$0.02$0.83
2013Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.49$0.19$0.30
2012Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.12