Civic Intelligence

Walter & Marilyn Joy Samuels Charitable Fdtn Tr

990PF • Fiscal year 2019 • EIN 35-7099888

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 10, 2020

Organization Profile
510 Park AvenueNew York, NY 10022

(212) 400-2424

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.7%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$958,032

Down $26,747 (-2.7%) from 2018

Net Assets

Down

$958,032

Down $26,747 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin11th percentile

Revenue

Up

$61,713

Up $19,364 (+46%) from 2018

Expenses

Up

$88,460

Up $45,727 (+107%) from 2018

Net Income

Down

-$26,747

Down $26,363 (-6865%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $1,019,745Liabilities 2015: $0Net Assets 2015: $1,019,7452015Assets 2016: $984,926Liabilities 2016: $0Net Assets 2016: $984,9262016Assets 2017: $985,163Liabilities 2017: $0Net Assets 2017: $985,1632017Assets 2018: $984,779Liabilities 2018: $0Net Assets 2018: $984,7792018Assets 2019: $958,032Liabilities 2019: $0Net Assets 2019: $958,0322019Assets 2020: $881,718Liabilities 2020: $0Net Assets 2020: $881,7182020Assets 2021: $1,780,485Liabilities 2021: $0Net Assets 2021: $1,780,4852021Assets 2022: $4,358,552Liabilities 2022: $0Net Assets 2022: $4,358,5522022Assets 2023: $5,967,636Liabilities 2023: $0Net Assets 2023: $5,967,6362023Assets 2024: $6,176,423Liabilities 2024: $0Net Assets 2024: $6,176,4232024

Highlighted filing

2019

Assets$958,032
Liabilities$0
Net Assets$958,032
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,019,745Expenses 2015: $0Net Income 2015: $1,019,7452015Revenue 2016: $20,931Expenses 2016: $55,750Net Income 2016: -$34,8192016Revenue 2017: $41,022Expenses 2017: $40,785Net Income 2017: $2372017Revenue 2018: $42,349Expenses 2018: $42,733Net Income 2018: -$3842018Revenue 2019: $61,713Expenses 2019: $88,460Net Income 2019: -$26,7472019Revenue 2020: $61,085Expenses 2020: $137,399Net Income 2020: -$76,3142020Revenue 2021: $1,048,202Expenses 2021: $149,435Net Income 2021: $898,7672021Revenue 2022: $3,496,368Expenses 2022: $918,301Net Income 2022: $2,578,0672022Revenue 2023: $1,734,989Expenses 2023: $125,905Net Income 2023: $1,609,0842023Revenue 2024: $1,791,191Expenses 2024: $1,582,404Net Income 2024: $208,7872024

Highlighted filing

2019

Revenue$61,713
Expenses$88,460
Net Income-$26,747
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER SAMUELS - DECEASED 22617Trustee-$0--
MARILYN JOY SAMUELSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walter and Marilyn Joy Samuels Charitable
EIN
35-7099888
In Care Of
% MARILYN SAMUELS
Phone
2124002424
Address
510 PARK AVENUE, NEW YORK, NY 10022

Signing Officer

Name
Marilyn Samuels
Title
Trustee
Phone
2124002424
Signed
2020-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen a Kepniss
Phone
9739211250
Raw XML Appendix304 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TJX
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026639
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0958032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0984779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0958032
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081103
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt081978
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0875
IRS990PF/DistributableAmountGrp/TotalTaxAmt0875
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01172
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02060
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0984779
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01664524
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01655739
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024968
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081978
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01639556
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER SAMUELS - DECEASED 22617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN JOY SAMUELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0510 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1510 PARK AVENUE
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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/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02124002424
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt01456
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt012906
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069638
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt012906
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079647
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069638
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARILYN SAMUELS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0510 PARK AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0231
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0231
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARILYN SAMUELS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0510 PARK AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010022
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYN SAMUELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124002424
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER AND MARILYN JOY SAMUELS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0357099888
ReturnHeader/Filer/InCareOfNm0% MARILYN SAMUELS
ReturnHeader/Filer/PhoneNum02124002424
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090EDCE6D8C9F586B07CF3D5D950E3A9D8EE53DEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067852ADF11D114EE71D6061E027922BA8E15E8EE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022133820202465000010
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.105.79.66
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A KEPNISS
ReturnHeader/ReturnTs02020-09-02T10:59:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,032
Liabilities
$0
Net assets
$958,032
Revenue
$61,713
Expenses
$88,460
Net income
-$26,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.79$1.58$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$1.73$0.13$1.61
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$3.50$0.92$2.58
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.05$0.15$0.90
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.02$0.00$1.02