Civic Intelligence

David and Deena Fishman Charitable Foundation

990PF • Fiscal year 2021 • EIN 38-2188360

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 25, 2022

Organization Profile
820 E Glengarry CircleBloomfield Village, MI 48301

(248) 433-7320

Siviq Scores

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

Liabilities / Assets

86th percentile

0.25x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.28x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

15%

Faster asset growth than 65% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

587%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$49,453

Up $6,434 (+15%) from 2020

Net Assets

Up

$37,206

Up $7,542 (+25%) from 2020

Liabilities

Down

$12,247

Down $1,108 (-8.3%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin94th percentile

Revenue

Up

$9,546

Up $8,156 (+587%) from 2020

Expenses

Down

$2,004

Down $7,203 (-78%) from 2020

Net Income

Up

$7,542

Up $15,359 (+196%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2010: $145,766Liabilities 2010: $0Net Assets 2010: $145,7662010Assets 2011: $134,245Liabilities 2011: $0Net Assets 2011: $134,2452011Assets 2012: $135,183Liabilities 2012: $0Net Assets 2012: $135,1832012Assets 2013: $127,247Liabilities 2013: $0Net Assets 2013: $127,2472013Assets 2014: $125,028Liabilities 2014: $0Net Assets 2014: $125,0282014Assets 2015: $87,672Liabilities 2015: $0Net Assets 2015: $87,6722015Assets 2016: $48,710Liabilities 2016: $0Net Assets 2016: $48,7102016Assets 2017: $32,122Liabilities 2017: $0Net Assets 2017: $32,1222017Assets 2018: $22,819Liabilities 2018: $0Net Assets 2018: $22,8192018Assets 2019: $43,281Liabilities 2019: $5,800Net Assets 2019: $37,4812019Assets 2020: $43,019Liabilities 2020: $13,355Net Assets 2020: $29,6642020Assets 2021: $49,453Liabilities 2021: $12,247Net Assets 2021: $37,2062021Assets 2022: $29,781Liabilities 2022: $9,053Net Assets 2022: $20,7282022Assets 2023: $10,065Liabilities 2023: $8,075Net Assets 2023: $1,9902023Assets 2024: $26,630Liabilities 2024: $10,556Net Assets 2024: $16,0742024

Highlighted filing

2021

Assets$49,453
Liabilities$12,247
Net Assets$37,206
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $38,5592010Expenses 2011: $26,5082011Expenses 2012: $19,3852012Revenue 2013: $17,054Expenses 2013: $24,990Net Income 2013: -$7,9362013Revenue 2014: $23,373Expenses 2014: $25,592Net Income 2014: -$2,2192014Revenue 2015: -$11,416Expenses 2015: $25,940Net Income 2015: -$37,3562015Revenue 2016: -$11,877Expenses 2016: $27,085Net Income 2016: -$38,9622016Revenue 2017: $6,792Expenses 2017: $23,380Net Income 2017: -$16,5882017Revenue 2018: $9,576Expenses 2018: $18,879Net Income 2018: -$9,3032018Revenue 2019: $23,847Expenses 2019: $9,185Net Income 2019: $14,6622019Revenue 2020: $1,390Expenses 2020: $9,207Net Income 2020: -$7,8172020Revenue 2021: $9,546Expenses 2021: $2,004Net Income 2021: $7,5422021Revenue 2022: $10,453Expenses 2022: $26,929Net Income 2022: -$16,4762022Revenue 2023: $17,382Expenses 2023: $36,120Net Income 2023: -$18,7382023Revenue 2024: $35,072Expenses 2024: $20,956Net Income 2024: $14,1162024

Highlighted filing

2021

Revenue$9,546
Expenses$2,004
Net Income$7,542
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 25, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEENA FISHMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
David and Deena Fishman Charitable
EIN
38-2188360
Phone
2484337320
Address
820 E GLENGARRY CIRCLE, BLOOMFIELD VILLAGE, MI 48301

Signing Officer

Name
Deena Fishman
Title
President
Phone
2484420777
Signed
2022-03-25

Preparer

Firm
Montgomery Wiethorn & Burke Pc
Address
20704 GILL RD STE 100, FARMINGTON HILLS, MI 48335
Preparer
Lawrence D Wiethorn
Phone
2484420777
Raw XML Appendix223 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS- CORP STOCK (AT COST)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PUBLICLY TRADED PSHPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt068736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01092
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt010
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENERGY TRANSFER PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PLAINS ALL AMERICAN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0175
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0557
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt15762
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01277
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt06319
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07596
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01950
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01092
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01092
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02004
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02004
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07542
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037206
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037206
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05406
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05406
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05406
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0118782
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02228
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018648
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt068736
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt013355
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt012247
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029664
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt037206
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028994
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028994
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt049453
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0118782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012247
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043019
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt049453
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037206
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0109758
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017238
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01646
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt064339
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05406
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0108112
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0109758
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEENA FISHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0820 E GLENGARRY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLOOMFIELD VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048301
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEENA FISHMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0820 E GLENGARRY CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLOOMFIELD VILLAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02484337320
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt05406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012297
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06891
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09779
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024617
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1557
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt25762
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1557
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25762
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt013355
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NEGATIVE BASIS- PTP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt012247
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEENA FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02484420777
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND DEENA FISHMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382188360
ReturnHeader/Filer/PhoneNum02484337320
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 E GLENGARRY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382688818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY WIETHORN & BURKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020704 GILL RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048335
ReturnHeader/PreparerPersonGrp/PhoneNum02484420777
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE D WIETHORN
ReturnHeader/ReturnTs02022-03-28T15:46:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,453
Liabilities
$12,247
Net assets
$37,206
Revenue
$9,546
Expenses
$2,004
Net income
$7,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.11$0.16$0.35$0.21$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.08$0.02$0.17$0.36$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.09$0.21$0.10$0.27$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.12$0.37$0.10$0.02$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.13$0.30$0.01$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.06$0.37$0.24$0.09$0.15
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.23$0.00$0.23$0.10$0.19$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.07$0.23$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.12$0.27$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.11$0.26$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.23$0.26$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.17$0.25$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.27
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.39