Civic Intelligence

The Herman H Kaye Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-4449593

Jan 01, 2016 to Dec 31, 2016 • Filed on May 07, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$48,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,201,856

Down $26,722 (-2.2%) from 2015

Net Assets

Down

$1,201,856

Down $26,722 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin22nd percentile

Revenue

Down

$177,371

Down $69,485 (-28%) from 2015

Expenses

Down

$204,093

Down $65,433 (-24%) from 2015

Net Income

Down

-$26,722

Down $4,052 (-18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,019,408Liabilities 2012: $0Net Assets 2012: $1,019,4082012Assets 2013: $1,144,439Liabilities 2013: $0Net Assets 2013: $1,144,4392013Assets 2014: $1,251,248Liabilities 2014: $0Net Assets 2014: $1,251,2482014Assets 2015: $1,228,578Liabilities 2015: $0Net Assets 2015: $1,228,5782015Assets 2016: $1,201,856Liabilities 2016: $0Net Assets 2016: $1,201,8562016Assets 2017: $1,372,093Liabilities 2017: $0Net Assets 2017: $1,372,0932017Assets 2018: $1,364,911Liabilities 2018: $0Net Assets 2018: $1,364,9112018Assets 2019: $1,353,621Liabilities 2019: $0Net Assets 2019: $1,353,6212019Assets 2020: $1,347,313Liabilities 2020: $0Net Assets 2020: $1,347,3132020Assets 2021: $1,314,247Liabilities 2021: $0Net Assets 2021: $1,314,2472021Assets 2022: $1,511,130Liabilities 2022: $0Net Assets 2022: $1,511,1302022Assets 2023: $1,531,233Liabilities 2023: $0Net Assets 2023: $1,531,2332023Assets 2024: $1,640,481Liabilities 2024: $0Net Assets 2024: $1,640,4812024

Highlighted filing

2016

Assets$1,201,856
Liabilities$0
Net Assets$1,201,856
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $211,3072012Revenue 2013: $337,539Expenses 2013: $212,508Net Income 2013: $125,0312013Revenue 2014: $334,813Expenses 2014: $228,004Net Income 2014: $106,8092014Revenue 2015: $246,856Expenses 2015: $269,526Net Income 2015: -$22,6702015Revenue 2016: $177,371Expenses 2016: $204,093Net Income 2016: -$26,7222016Revenue 2017: $379,523Expenses 2017: $209,286Net Income 2017: $170,2372017Revenue 2018: $333,316Expenses 2018: $340,498Net Income 2018: -$7,1822018Revenue 2019: $274,840Expenses 2019: $286,130Net Income 2019: -$11,2902019Revenue 2020: $278,799Expenses 2020: $285,107Net Income 2020: -$6,3082020Revenue 2021: $251,459Expenses 2021: $284,525Net Income 2021: -$33,0662021Revenue 2022: $475,347Expenses 2022: $278,464Net Income 2022: $196,8832022Revenue 2023: $138,973Expenses 2023: $118,870Net Income 2023: $20,1032023Revenue 2024: $350,534Expenses 2024: $241,286Net Income 2024: $109,2482024

Highlighted filing

2016

Revenue$177,371
Expenses$204,093
Net Income-$26,722
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cary W SpencerPres / Director / Sec-$48,000-$48,000
Filing and Contact Details

Filer

Filer Name
The Herman H Kaye Charitable Foundation
EIN
27-4449593
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Cary W Spencer
Title
president
Phone
8008391754
Signed
2017-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix347 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt054800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt355145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5354566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6100440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt053685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt356016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5419201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6117548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt756946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DOUBLELINE TOTAL RETURN BOND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIDELITY GINNIE MAE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIDELITY LIMITED TERM BOND FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GUGGENHEIM FLOATING RATE STRAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PIMCO INCOME FUND CLASS D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SPARTAN TOTAL MARKET INDEX FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD SF REIT ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024129
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02562
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0680
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027371
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027371
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024129
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024129
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26722
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02562
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0680
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0680
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011657
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt04208
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt04208
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0203865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0204093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0177371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt063865
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26722
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01201856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01228578
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01201856
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt057477
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt057477
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt057477
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt058024
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/DistributableAmountGrp/TotalTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0547
IRS990PF/FMVAssetsEOYAmt01288979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0920775
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0942203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01029326
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01228578
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01201856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0307803
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0259653
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0259653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01228578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01201856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01288979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01228578
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01201856
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01228578
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01201856
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01178149
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0187190
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0990959
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017672
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt058024
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01160477
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01178149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt048000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Cary W Spencer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0253224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0253498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0268802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0227777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0212221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0211034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0194530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.218207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.226091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.194934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.228408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.22973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.211872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01160477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01188909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01168483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0929132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0918619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0918148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0203865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.091035
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0203865
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0203865
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0203865
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3support of diabetes research under the direction of Dr. Fouad Kandeel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0B'NAI SHALOM OF SAN DIEGO COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMP RAMAH IN CALIFORNIA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDRENS VILLAGE OF JERUSALEM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GENERAL ISRAEL ORPHAN HOME FOR GIRLS JERUSALEM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TALMUDIC INSTITUTE OF CONNECTICUT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNITED STATES HOLOCAUST MEMORIAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117525 VENTURA BLVD STE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215 BEEKMAN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 E DUARTE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4132 NASSAU ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt555 MARINER WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 RAOUL WALLENBERG PL SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ENCINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
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/AppliedToCurrentYearAmt057477
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0209813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0169849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0166218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0165103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0149003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0149003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0857371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0146388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0209813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0169849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0166218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0165103
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203865
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146388
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01006374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0859986
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Herman H Kaye Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Cary Spencer 2815 Townsgate rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Westlake Village
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091361
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Payroll Processing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010544
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11088
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010544
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11088
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY W SPENCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Herman H Kaye Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0274449593
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC971FC33BAF52379132A0473611089A0DAEC697
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520171465000014
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.14.9.153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-05-26T09:26:30-05:00
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
$1,201,856
Liabilities
$0
Net assets
$1,201,856
Revenue
$177,371
Expenses
$204,093
Net income
-$26,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.35$0.24$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.14$0.12$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.48$0.28$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.25$0.28$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.28$0.29$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.27$0.29$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.33$0.34$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.38$0.21$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.18$0.20$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.25$0.27$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.33$0.23$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.34$0.21$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.21