Richard H Lasdon Charitable Trust

990PF • Fiscal year 2023 • EIN 47-6891419

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile

68 Watermark RoadBedford, NY 10506

(914) 234-0551

Siviq Scores

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

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

-142%

Higher net margin than 19% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

$14,568

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

-5.2%

Faster asset growth than 16% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

-2.9%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets82nd percentile

Assets

Down

$9,051,541

Down $501,406 (-5.2%) from 2022

Net Assets

Down

$9,051,541

Down $501,406 (-5.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue69th percentile Net Margin19th percentile

Revenue

Down

$353,548

Down $10,653 (-2.9%) from 2022

Expenses

$854,954

Up $634,060 (+287%) from 2022

Net Income

Down

-$501,406

Down $644,713 (-450%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2023

Assets$9,051,541

Liabilities$0

Net Assets$9,051,541

Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

Highlighted filing

2023

Revenue$353,548

Expenses$854,954

Net Income-$501,406

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 14, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JEFFREY S LASDON	Trustee	-	$14,568	-	$14,568
MARINA THOMAS	Trustee	-	$14,568	-	$14,568
ROBERT G GRAY	Trustee	-	$14,568	-	$14,568

Filing and Contact Details

Filer

Filer Name: Richard H Lasdon Charitable Trust
EIN: 47-6891419
Phone: 9142340551
Address: 68 WATERMARK ROAD, BEDFORD, NY 10506

Signing Officer

Name: Jeffrey S Lasdon
Title: Trustee
Phone: 9142340551
Signed: 2024-05-14

Preparer

Firm: Robert G Gray CPA Pc
Address: 12 NORTH MAIN STREET, PEARL RIVER, NY 10965
Preparer: Robert G Gray
Phone: 8457353535

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JEFFREY S LASDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARINA THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ROBERT G GRAY
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER WITH CURRENT FINANCIAL STATEMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	JEFFREY S LASDON TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9142340551
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	68 WATERMARK ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BEDFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	10506
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	WEILL CORNELL MEDICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	DR S KAPUR KIDNEY PGM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10065
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	750000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	424069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	424069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	160560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	142670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1839122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	424069
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2518260
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	799977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	160560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	142670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1415053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	799977
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	799977
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2518260
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2142352
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	26000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	5000
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JEFFREY S LASDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9142340551
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	RICHARD H LASDON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	476891419
ReturnHeader/Filer/PhoneNum	0	9142340551
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	68 WATERMARK ROAD
ReturnHeader/Filer/USAddress/CityNm	0	BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	462072528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ROBERT G GRAY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	12 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PEARL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10965
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8457353535
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT G GRAY
ReturnHeader/ReturnTs	0	2024-11-15T09:46:17-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

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: $9,051,541
Liabilities: $0
Net assets: $9,051,541
Revenue: $353,548
Expenses: $854,954
Net income: -$501,406

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.19	$0.00	$9.19	$0.39	$0.26	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$9.05	$0.00	$9.05	$0.35	$0.85	$0.50
2022Detailed filing. Detailed filing data is available for this year.	$9.55	$0.00	$9.55	$0.36	$0.22	$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.41	$0.00	$9.41	$1.76	$0.19	$1.58
2020Detailed filing. Detailed filing data is available for this year.	$7.83	$0.00	$7.83	$0.39	$2.09	$1.70
2019Summary only. Only limited summary data is available for this year.	$9.54	$0.00		$0.39	$1.08	$0.69
2015Summary only. Only limited summary data is available for this year.	$8.88	$0.00		$8.88	$0.00	$8.88