Civic Intelligence

The Samowitz Foundation

990PF • Fiscal year 2023 • EIN 46-5451755

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 12, 2024

Organization Profile
3030 Grand Bay Blvd Unit 3102Long Boat Key, FL 34228

(941) 387-2404

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

7th percentile

-97%

Higher net margin than 7% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$125,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

4th percentile

-16%

Faster asset growth than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-38%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$31,415,844

Down $5,985,774 (-16%) from 2022

Net Assets

Down

$31,415,844

Down $5,985,774 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin7th percentile

Revenue

Down

$1,195,222

Down $732,458 (-38%) from 2022

Expenses

Down

$2,358,922

Down $401,318 (-15%) from 2022

Net Income

Down

-$1,163,700

Down $331,140 (-40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40M$30M$20M$10M$0Assets 2014: $6,431,944Liabilities 2014: $02014Assets 2015: $20,184,187Liabilities 2015: $25,000Net Assets 2015: $20,159,1872015Assets 2016: $35,463,550Liabilities 2016: $0Net Assets 2016: $35,463,5502016Assets 2017: $34,390,695Liabilities 2017: $27,750Net Assets 2017: $34,362,9452017Assets 2018: $34,066,865Liabilities 2018: $212,854Net Assets 2018: $33,854,0112018Assets 2019: $33,847,794Liabilities 2019: $40,000Net Assets 2019: $33,807,7942019Assets 2020: $33,362,214Liabilities 2020: $40,000Net Assets 2020: $33,322,2142020Assets 2021: $34,315,797Liabilities 2021: $0Net Assets 2021: $34,315,7972021Assets 2022: $37,401,618Liabilities 2022: $0Net Assets 2022: $37,401,6182022Assets 2023: $31,415,844Liabilities 2023: $0Net Assets 2023: $31,415,8442023Assets 2024: $31,580,455Liabilities 2024: $40,000Net Assets 2024: $31,540,4552024

Highlighted filing

2023

Assets$31,415,844
Liabilities$0
Net Assets$31,415,844
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $176Expenses 2014: $0Net Income 2014: $1762014Revenue 2015: $2,316,286Expenses 2015: $580,336Net Income 2015: $1,735,9502015Revenue 2016: $15,911,817Expenses 2016: $1,173,802Net Income 2016: $14,738,0152016Revenue 2017: $1,425,092Expenses 2017: $2,053,180Net Income 2017: -$628,0882017Revenue 2018: $1,563,961Expenses 2018: $2,326,625Net Income 2018: -$762,6642018Revenue 2019: $1,480,001Expenses 2019: $2,375,857Net Income 2019: -$895,8562019Revenue 2020: $1,897,301Expenses 2020: $2,317,095Net Income 2020: -$419,7942020Revenue 2021: $3,175,160Expenses 2021: $2,391,367Net Income 2021: $783,7932021Revenue 2022: $1,927,680Expenses 2022: $2,760,240Net Income 2022: -$832,5602022Revenue 2023: $1,195,222Expenses 2023: $2,358,922Net Income 2023: -$1,163,7002023Revenue 2024: $2,023,910Expenses 2024: $2,634,821Net Income 2024: -$610,9112024

Highlighted filing

2023

Revenue$1,195,222
Expenses$2,358,922
Net Income-$1,163,700
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULETTE SAMOWITZTrusteePT$100,000$25,000$125,000
LANI HAYNESTrusteePT$60,000$15,000$75,000
Filing and Contact Details

Filer

Filer Name
The Samowitz Foundation
EIN
46-5451755
Phone
9413872404
Address
3030 GRAND BAY BLVD UNIT 3102, LONG BOAT KEY, FL 34228

Signing Officer

Name
Paulette Samowitz
Title
Trustee
Signed
2024-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Traphagen Cpas
Address
234 KINDERKAMACK RD, ORADELL, NJ 07649
Preparer
James a Lawrence CPA
Phone
2012621040
Raw XML Appendix322 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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AccountingFeesSchedule/AccountingFeesDetail/Amt026060
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt030093842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt043046151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PUBLICLY TRADED SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01570307
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026060
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0200000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0353410
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt891503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9961332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107936320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113339669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-95537
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-10927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-3007
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67162
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY ST REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY LT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD 8755 ST REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD 8755 LT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CS #4947 CAP GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CS #4947 ST REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CS #4947 LT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CS #4947 LT NOT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9cs #4868 ST REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CS #4868 LT REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CS #4774 CAP GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CS #4774 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CS #4774 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CS #4774 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-392003
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-149222
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1163700
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04822074
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036237918
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037401618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031415844
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02119326
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02119326
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02119326
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02141349
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022023
IRS990PF/DistributableAmountGrp/TotalTaxAmt022023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt040156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037179
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt040156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt062179
IRS990PF/FMVAssetsEOYAmt044368153
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt037401618
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt031415844
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01302065
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01322002
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01322002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036099553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt030093842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt043046151
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037401618
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031415844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044368153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037401618
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031415844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037401618
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031415844
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043479166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01024023
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042455143
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0652187
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02141349
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042826979
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043479166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAULETTE SAMOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LANI HAYNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03030 GRAND BAY BLVD UNIT 3102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19 TROON COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LONGBOAT KEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOORESTOWN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd108057
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02005512
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02005512
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt03030 GRAND BAY BLVD UNIT 3102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONG BOAT KEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034228
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAULETTE SAMOWITZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum09413872404
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02005512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PATRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SUMMARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034228
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02005512
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/AppliedToYear1Amt02005512
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02119326
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02005512
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02119326
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02005512
OtherDecreasesSchedule/OtherDecreasesDetail/Amt069767
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior Year Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt087131
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt020008
TaxesSchedule/TaxesDetail/Amt16019
TaxesSchedule/TaxesDetail/Amt213059
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX EXPENSE
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULETTE SAMOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMOWITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMO
ReturnHeader/Filer/EIN0465451755
ReturnHeader/Filer/PhoneNum09413872404
ReturnHeader/Filer/USAddress/AddressLine1Txt03030 GRAND BAY BLVD UNIT 3102
ReturnHeader/Filer/USAddress/CityNm0LONG BOAT KEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222371700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAPHAGEN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 KINDERKAMACK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORADELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007649
ReturnHeader/PreparerPersonGrp/PhoneNum02012621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A LAWRENCE CPA
ReturnHeader/ReturnTs02024-08-12T12:11:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,415,844
Liabilities
$0
Net assets
$31,415,844
Revenue
$1,195,222
Expenses
$2,358,922
Net income
-$1,163,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.04$31.5$2.02$2.63$0.61
2023Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$1.20$2.36$1.16
2022Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$1.93$2.76$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$3.18$2.39$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.04$33.3$1.90$2.32$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.04$33.8$1.48$2.38$0.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.21$33.9$1.56$2.33$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$0.03$34.4$1.43$2.05$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$15.9$1.17$14.7
2015Detailed filing. Detailed filing data is available for this year.$20.2$0.03$20.2$2.32$0.58$1.74
2014Summary only. Only limited summary data is available for this year.$6.43$0.00$0.00$0.00$0.00