Civic Intelligence

Wx Charitable Fund Ltd

990 • Fiscal year 2016 • EIN 45-1019064

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

Organization ProfileWWW.WXNYRE.COM
380 Lexington Avenue No 1920New York, NY 10168

(212) 450-7300

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

2365%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$356,019

Down $9,449 (-2.6%) from 2015

Net Assets

Down

$345,281

Down $1,867 (-0.5%) from 2015

Liabilities

Down

$10,738

Down $7,582 (-41%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin39th percentile

Revenue

Up

$284,799

Up $273,247 (+2365%) from 2015

Expenses

Up

$286,666

Up $192,555 (+205%) from 2015

Net Income

Up

-$1,867

Up $80,692 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $325,440Liabilities 2012: $21,714Net Assets 2012: $303,7262012Assets 2014: $451,631Liabilities 2014: $21,924Net Assets 2014: $429,7072014Assets 2015: $365,468Liabilities 2015: $18,320Net Assets 2015: $347,1482015Assets 2016: $356,019Liabilities 2016: $10,738Net Assets 2016: $345,2812016Assets 2017: $389,884Liabilities 2017: $34,124Net Assets 2017: $355,7602017Assets 2018: $375,881Liabilities 2018: $11,913Net Assets 2018: $363,9682018Assets 2019: $116,378Liabilities 2019: $10,663Net Assets 2019: $105,7152019Assets 2020: $28,248Liabilities 2020: $3,646Net Assets 2020: $24,6022020Assets 2021: $25,143Liabilities 2021: $0Net Assets 2021: $25,1432021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$356,019
Liabilities$10,738
Net Assets$345,281
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $325,440Expenses 2012: $21,714Net Income 2012: $303,7262012Revenue 2014: $211,104Expenses 2014: $232,296Net Income 2014: -$21,1922014Revenue 2015: $11,552Expenses 2015: $94,111Net Income 2015: -$82,5592015Revenue 2016: $284,799Expenses 2016: $286,666Net Income 2016: -$1,8672016Revenue 2017: $311,099Expenses 2017: $300,620Net Income 2017: $10,4792017Revenue 2018: $317,479Expenses 2018: $309,271Net Income 2018: $8,2082018Revenue 2019: $3,884Expenses 2019: $262,137Net Income 2019: -$258,2532019Revenue 2020: $865Expenses 2020: $81,978Net Income 2020: -$81,1132020Revenue 2021: $591Expenses 2021: $50Net Income 2021: $5412021Revenue 2022: $21Expenses 2022: $25,164Net Income 2022: -$25,1432022

Highlighted filing

2016

Revenue$284,799
Expenses$286,666
Net Income-$1,867
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$380,040
Mission and Program Overview

Mission

Working closely with wx inc., the wx charitable fund provides scholarships to programs which support the career development of young women pursuing careers in commercial real estate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$337,751$327,750▼ $10,001
Prepaid Expenses and Deferred Charges-$15,000-
Cash and Non-Interest-Bearing Accounts$17,717$13,269▼ $4,448
Accounts Receivable$10,000--
Total Assets$365,468$356,019▼ $9,449
Liabilities
Accounts Payable and Accrued Expenses$18,320$10,738▼ $7,582
Total Liabilities$18,320$10,738▼ $7,582
Net Assets / Fund Balance
Unrestricted Net Assets$347,148$345,281▼ $1,867
Total Net Assets Fund Balance$347,148$345,281▼ $1,867
Total Liabilities and Net Assets / Fund Balance$365,468$356,019▼ $9,449
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Cheryl BoyerPresident
Beth SaperyVice President
Caroline HarcourtDirector
Ellen BaerDirector
Sara QueenDirector
Marjorie TsangSecretary
Merrie FrankelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,774
Program Service Revenue
$0
Investment Income
$1,025
Other Revenue
$0
All Other Contributions
$6,500
Change in Net Assets
$-1,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$191,500
Other Expenses$95,166
Total Fundraising Expense$24,017
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$191,500--$191,500
Fees for Services Management-$37,800-$37,800
Conferences and Meetings$23,320--$23,320
Fees for Services Other-$6,175-$6,175
Insurance-$1,994-$1,994
Other Expenses-$1,212$24,017$1,212
Fees for Services Legal-$648-$648
Total Functional Expenses$214,820$47,829$24,017$286,666
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of the Univeristy of PennsylvaniaPhiladelphia, PA501 (c)(3)Scholarship$27,500
City College New YorkNew York, NY501 (c)(3)Scholarship$25,000
Nontraditional Employment for WomenNew York, NY501 (c)(3)Scholarship$25,000
Trustees of Columbia University in the City of New YorkNew York, NY501 (c)(3)Scholarship$22,500
YOUNG WOMEN'S LEADERSHIP NETWORK INCNew York, NY501 (c)(3)Scholarship$20,000
Harvard UniversityCambridge, MA501 (c)(3)Scholarship$15,000
Cornell UniversityIthaca, NY501 (c)(3)Scholarship$14,000
Baruch CollegeNew York, NY501 (c)(3)Scholarship$10,000
New York Law SchoolNew York, NY501 (c)(3)Scholarship$10,000
New York UniversityNew York, NY501 (c)(3)Scholarship$10,000
Massachussetts Insitute of TechnologyCambridge, MA501 (c)(3)Scholarship$7,500
Lehigh UniversityBethlehem, PA501 (c)(3)Scholarship$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$95,241
Fundraising Gross Income$95,241
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$372,515$95,241$11,250$83,991
Total Events$372,515$95,241$95,241$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The fund does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the board of directors before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Officers and directors of the fund are required to sign a conflict of interest statement on an annual basis and disclose any potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The fund's governing documents, conflict of interest policy, and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Wx Charitable Fund Ltd
EIN
45-1019064
Phone
2124507300
Address
380 LEXINGTON AVENUE NO 1920, NEW YORK, NY 10168

Signing Officer

Name
Merrie Frankel
Title
Treasurer
Phone
2124507300
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merrie Frankel
Formed
2010
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Cerini & Associates Llp
Address
3340 VETERANS MEMORIAL HWY, BOHEMIA, NY 11716
Preparer
Kenneth Cerini
Phone
6315821600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fund is exempt from federal income tax under section 501(c)(3) and section 170(b)(1)(a)(vi) of the internal revenue code. The fund is also exempt from state and local taxes and is registered in new york state. The fund files an irs form 990 and respective state and local returns. These tax returns are subject to review and examination by federal, state, and local taxing authorities. Tax returns for the years ended june 30, 2013, 2014, 2015, and 2016 are open for examination by federal, state, and local taxing authorities. The fund's management has determined that the fund is registered in all states where it is required to do so. The fund's federal income tax exemption was revoked as of november 15, 2013 for non-filing of income tax returns but was retroactively reinstated to that date on july 2, 2015.”

Raw XML AppendixShowing 400 of 487 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018320
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010738
IRS990/AccountsReceivableGrp/BOYAmt010000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WORKING CLOSELY WITH WX INC., THE WX CHARITABLE FUND PROVIDES SCHOLARSHIPS TO PROGRAMS WHICH SUPPORT THE CAREER DEVELOPMENT OF YOUNG WOMEN PURSUING CAREERS IN COMMERCIAL REAL ESTATE.
IRS990/AllOtherContributionsAmt06500
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE BERMAN GROUP
IRS990/BooksInCareOfDetail/PhoneNum02124507300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 LEXINGTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010168
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt017717
IRS990/CashNonInterestBearingGrp/EOYAmt013269
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023320
IRS990/ConferencesMeetingsGrp/TotalAmt023320
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0277274
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0283774
IRS990/CYGrantsAndSimilarPaidAmt0191500
IRS990/CYInvestmentIncomeAmt01025
IRS990/CYOtherExpensesAmt095166
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1867
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0286666
IRS990/CYTotalFundraisingExpenseAmt024017
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0284799
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS AND GRANTS PROGRAM: IS A KEY PRIORITY OF THE FUND AND IS DESIGNED TO ENCOURAGE AND SUPPORT BRIGHT AND TALENTED YOUNG WOMEN IN THEIR PURSUIT OF CAREERS IN REAL ESTATE AND REAL ESTATE RELATED PROFESSIONS. THE FUND AWARDS SCHOLARSHIPS ON AN ANNUAL BASIS TO PROMISING STUDENTS STUDYING REAL ESTATE IN AN UNDERGRADUATE OR GRADUATE PROGRAM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0214820
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0648
IRS990/FeesForServicesLegalGrp/TotalAmt0648
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt037800
IRS990/FeesForServicesManagementGrp/TotalAmt037800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06175
IRS990/FeesForServicesOtherGrp/TotalAmt06175
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CHERYL BOYER
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH SAPERY
IRS990/Form990PartVIISectionAGrp/PersonNm2MARJORIE TSANG
IRS990/Form990PartVIISectionAGrp/PersonNm3MERRIE FRANKEL
IRS990/Form990PartVIISectionAGrp/PersonNm4SARA QUEEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN BAER
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROLINE HARCOURT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0277274
IRS990/FundraisingDirectExpensesAmt095241
IRS990/FundraisingGrossIncomeAmt095241
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0191500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0191500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0191500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0380040
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01994
IRS990/InsuranceGrp/TotalAmt01994
IRS990/InvestmentIncomeGrp/ExclusionAmt01025
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01025
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WORKING CLOSELY WITH WX INC., THE WX CHARITABLE FUND PROVIDES SCHOLARSHIPS TO PROGRAMS WHICH SUPPORT THE CAREER DEVELOPMENT OF YOUNG WOMEN PURSUING CAREERS IN COMMERCIAL REAL ESTATE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0347148
IRS990/NetAssetsOrFundBalancesEOYAmt0345281
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EVENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt024017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01212
IRS990/OtherExpensesGrp/TotalAmt024017
IRS990/OtherExpensesGrp/TotalAmt11212
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015000
IRS990/PrincipalOfficerNm0MERRIE FRANKEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01552
IRS990/PYOtherExpensesAmt094111
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-82559
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt094111
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011552
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1867
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0337751
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0327750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0283774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0266563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0325440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01004027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05786
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09750
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt037029
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt037029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05786
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08363
IRS990ScheduleA/InvestmentIncomeCYPct00.00790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt01050806
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0283774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0276313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0155279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0325440
IRS990ScheduleA/Total509Grp/TotalAmt01050806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0284799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0282099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0155279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0325440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01059169
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE FUND IS ALSO EXEMPT FROM STATE AND LOCAL TAXES AND IS REGISTERED IN NEW YORK STATE. THE FUND FILES AN IRS FORM 990 AND RESPECTIVE STATE AND LOCAL RETURNS. THESE TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2013, 2014, 2015, AND 2016 ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. THE FUND'S MANAGEMENT HAS DETERMINED THAT THE FUND IS REGISTERED IN ALL STATES WHERE IT IS REQUIRED TO DO SO. THE FUND'S FEDERAL INCOME TAX EXEMPTION WAS REVOKED AS OF NOVEMBER 15, 2013 FOR NON-FILING OF INCOME TAX RETURNS BUT WAS RETROACTIVELY REINSTATED TO THAT DATE ON JULY 2, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0277274
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0277274
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt095241
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0372515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0372515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095241
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt083991
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt083991
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt122500
IRS990ScheduleI/RecipientTable/CashGrantAmt227500
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt514000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt87500
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501 (C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BARUCH COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TRUSTEES OF THE UNIVERISTY OF PENNSYLVANIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3YOUNG WOMEN'S LEADERSHIP NETWORK INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CITY COLLEGE NEW YORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CORNELL UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6HARVARD UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7LEHIGH UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MASSACHUSSETTS INSITUTE OF TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9NEW YORK LAW SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10NEW YORK UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11NONTRADITIONAL EMPLOYMENT FOR WOMEN
IRS990ScheduleI/RecipientTable/RecipientEIN0237039817
IRS990ScheduleI/RecipientTable/RecipientEIN1135598093
IRS990ScheduleI/RecipientTable/RecipientEIN2231352685
IRS990ScheduleI/RecipientTable/RecipientEIN3061517218
IRS990ScheduleI/RecipientTable/RecipientEIN4136000565
IRS990ScheduleI/RecipientTable/RecipientEIN5150532082
IRS990ScheduleI/RecipientTable/RecipientEIN6042103580
IRS990ScheduleI/RecipientTable/RecipientEIN7240795445
IRS990ScheduleI/RecipientTable/RecipientEIN8042103594
IRS990ScheduleI/RecipientTable/RecipientEIN9135645885
IRS990ScheduleI/RecipientTable/RecipientEIN10135562308
IRS990ScheduleI/RecipientTable/RecipientEIN11133272001
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE BERNARD BARUCH WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1615 W 131ST ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23451 WALNUT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3322 EIGHT AVE 14TH FL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4160 CONVENT AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5341 PINE TREE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61033 MASS AVENUE 2ND FL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7524 BRODHEAD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt877 MASSACHUSSETTS AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9185 WEST BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10105 E 17TH ST 4TH FL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11243 WEST 20TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ITHACA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7BETHLEHEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm8CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm10NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm11NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010010
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd310001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd410031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd514850
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd602138
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd718015
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd802139
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd910013
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1010003
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1110011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP DONATIONS ARE MADE TO NON-PROFIT ENTITIES THAT USE THE FUNDS TO ASSIST DESERVING WOMEN SEEKING EDUCATION IN REAL ESTATE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS OF THE FUND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,019
Liabilities
$10,738
Net assets
$345,281
Revenue
$284,799
Expenses
$286,666
Net income
-$1,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.25$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.25$0.01$0.82$0.81
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.11$1.06$0.04$2.62$2.58
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.12$3.64$3.17$3.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.34$3.56$3.11$3.01$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.11$3.45$2.85$2.87$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.65$0.18$3.47$0.12$0.94$0.83
2014Summary only. Only limited summary data is available for this year.$4.52$0.22$4.30$2.11$2.32$0.21
2012Summary only. Only limited summary data is available for this year.$3.25$0.22$3.04$3.25$0.22$3.04
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00