Civic Intelligence

Halis Family Foundation

990T • Fiscal year 2020 • EIN 30-6060775

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
150 EAST 58TH STREET Suite 14New York, NY 10155

(212) 446-2466

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2018: $36,269,987Liabilities 2018: $0Net Assets 2018: $36,269,9872018Assets 2019: $55,822,808Liabilities 2019: $10,333,263Net Assets 2019: $45,489,5452019Assets 2020: $48,680,521Liabilities 2020: $0Net Assets 2020: $48,680,5212020Assets 2021: $52,324,880Liabilities 2021: $0Net Assets 2021: $52,324,8802021Assets 2022: $55,666,422Liabilities 2022: $0Net Assets 2022: $55,666,4222022Assets 2023: $60,339,439Liabilities 2023: $0Net Assets 2023: $60,339,4392023Assets 2024: $64,703,034Liabilities 2024: $11,068Net Assets 2024: $64,691,9662024

Latest loaded filing

2024

Assets$64,703,034
Liabilities$11,068
Net Assets$64,691,966
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0Revenue 2018: $9,249,864Expenses 2018: $1,949,877Net Income 2018: $7,299,9872018Revenue 2019: $13,637,354Expenses 2019: $3,569,424Net Income 2019: $10,067,9302019Revenue 2020: $5,150,827Expenses 2020: $2,309,373Net Income 2020: $2,841,4542020Revenue 2021: $7,365,903Expenses 2021: $3,721,544Net Income 2021: $3,644,3592021Revenue 2022: $8,108,790Expenses 2022: $3,540,644Net Income 2022: $4,568,1462022Revenue 2023: $9,945,060Expenses 2023: $4,124,476Net Income 2023: $5,820,5842023Revenue 2024: $9,710,152Expenses 2024: $3,196,935Net Income 2024: $6,513,2172024

Latest loaded filing

2024

Revenue$9,710,152
Expenses$3,196,935
Net Income$6,513,217
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Halis Family Foundation
EIN
30-6060775
In Care Of
% HALIS FAMILY FOUNDATION
Phone
2124462466
Address
150 EAST 58TH STREET Suite 14, NEW YORK, NY 10155

Signing Officer

Name
Jeffrey Halis
Title
Jeffrey Halis
Phone
6314144000
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer
Keith M Blitzer
Phone
6314144000
Raw XML Appendix106 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
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-46079
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt068304
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt022225
IRS1041ScheduleD/LTCapitalLossCarryoverAmt035003
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt0-46079
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt068304
IRS1041ScheduleD/STCapitalLossCarryoverAmt04467
IRS1041ScheduleD/TaxableIncomeAmt055210
IRS1041ScheduleD/TaxOnTaxableIncomeAmt018765
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt0-46079
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt068304
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt022225
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt011076
IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-11076
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IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt072771
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-11076
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0MADISON AVENUE FUND, LP- LT PASS THRU- UBT
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt011076
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-11076
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt072771
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt072771
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0MADISON AVENUE FUND, LP- ST PASS THRU- UBI
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt072771
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt072771
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HALIS FAMILY FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum02124462466
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 EAST 58TH STREET 14TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010155
IRS990T/BookValueAssetsEOYAmt048680521
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt016196
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04631
IRS990T/OverpaymentSection/OverpaymentAmt04631
IRS990T/PriorYearOverpaymentCreditAmt04999
IRS990TScheduleA/OtherDeductionsAmt01708
IRS990TScheduleA/PrincipalBusinessActivityCd0523900
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalDeductionsAmt01958
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt022203
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt022203
IRS990TScheduleA/TotUnrltTrdBusIncmAmt022203
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT PASS THRU UBI
IRS990TScheduleA/UBIBeforeNOLDedAmt020245
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt020245
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt0368
IRS990T/TaxLessCreditsAmt0368
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04999
IRS990T/TotalTaxAmt0368
IRS990T/TotalTaxComputationAmt0368
IRS990T/TotalUBTIAmt03049
IRS990T/TotalUBTIBeforeNOLSpecificAmt020245
IRS990T/TotalUBTIBeforeSection199AAmt04049
IRS990T/TotalUBTIComputedAmt020245
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY HALIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0JEFFREY HALIS
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALIS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALI
ReturnHeader/Filer/EIN0306060775
ReturnHeader/Filer/InCareOfNm0% HALIS FAMILY FOUNDATION
ReturnHeader/Filer/PhoneNum02124462466
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 EAST 58TH STREET Suite 14
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010155
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06314144000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH M BLITZER
ReturnHeader/ReturnTs02021-11-15T11:54:27-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.7$0.01$64.7$9.71$3.20$6.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$0.00$60.3$9.95$4.12$5.82
2022Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$8.11$3.54$4.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$0.00$52.3$7.37$3.72$3.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$0.00$48.7$5.15$2.31$2.84
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$10.3$45.5$13.6$3.57$10.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$9.25$1.95$7.30