Civic Intelligence

James Held and Kenn Karakul Charitable Foundation Inc

990PF • Fiscal year 2023 • EIN 52-2280075

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 01, 2024

164 Seminole AvenuePalm Beach, FL 33480

(212) 967-2300

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-38365%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-69%

Faster asset growth than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$34,829

Down $77,498 (-69%) from 2022

Net Assets

Down

$34,829

Down $77,498 (-69%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$202

Down $99,885 (-100%) from 2022

Expenses

Up

$77,700

Up $27,700 (+55%) from 2022

Net Income

Down

-$77,498

Down $127,585 (-255%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $13,315Liabilities 2011: $02011Assets 2012: $21,568Liabilities 2012: $0Net Assets 2012: $21,5682012Assets 2013: $47,068Liabilities 2013: $0Net Assets 2013: $47,0682013Assets 2014: $9,447Liabilities 2014: $0Net Assets 2014: $9,4472014Assets 2015: $510,787Liabilities 2015: $0Net Assets 2015: $510,7872015Assets 2016: $368,259Liabilities 2016: $0Net Assets 2016: $368,2592016Assets 2017: $290,183Liabilities 2017: $0Net Assets 2017: $290,1832017Assets 2018: $240,069Liabilities 2018: $0Net Assets 2018: $240,0692018Assets 2019: $169,159Liabilities 2019: $0Net Assets 2019: $169,1592019Assets 2020: $92,633Liabilities 2020: $0Net Assets 2020: $92,6332020Assets 2021: $62,240Liabilities 2021: $0Net Assets 2021: $62,2402021Assets 2022: $112,327Liabilities 2022: $0Net Assets 2022: $112,3272022Assets 2023: $34,829Liabilities 2023: $0Net Assets 2023: $34,8292023Assets 2024: $30,756Liabilities 2024: $0Net Assets 2024: $30,7562024Assets 2025: $58Liabilities 2025: $0Net Assets 2025: $582025

Highlighted filing

2023

Assets$34,829
Liabilities$0
Net Assets$34,829

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $80,004Expenses 2011: $87,007Net Income 2011: -$7,0032011Expenses 2012: $81,7502012Expenses 2013: $154,5032013Revenue 2014: $100,004Expenses 2014: $137,625Net Income 2014: -$37,6212014Revenue 2015: $610,040Expenses 2015: $108,700Net Income 2015: $501,3402015Revenue 2016: $123Expenses 2016: $140,701Net Income 2016: -$140,5782016Revenue 2017: $24Expenses 2017: $78,100Net Income 2017: -$78,0762017Revenue 2018: $48Expenses 2018: $50,162Net Income 2018: -$50,1142018Revenue 2019: $61Expenses 2019: $70,971Net Income 2019: -$70,9102019Revenue 2020: $35Expenses 2020: $51,561Net Income 2020: -$51,5262020Revenue 2021: $8Expenses 2021: $30,401Net Income 2021: -$30,3932021Revenue 2022: $100,087Expenses 2022: $50,000Net Income 2022: $50,0872022Revenue 2023: $202Expenses 2023: $77,700Net Income 2023: -$77,4982023Revenue 2024: $50,187Expenses 2024: $54,260Net Income 2024: -$4,0732024Revenue 2025: $83,052Expenses 2025: $113,750Net Income 2025: -$30,6982025

Highlighted filing

2023

Revenue$202
Expenses$77,700
Net Income-$77,498
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HELDDirector/Treas & Sec-$0--
KENN KARAKULDirector/President-$0--
Filing and Contact Details

Filer

Filer Name
James Held and Kenn Karakul Charitable
EIN
52-2280075
Phone
2129672300
Address
164 SEMINOLE AVENUE, PALM BEACH, FL 33480

Signing Officer

Name
James G Held
Title
Director
Phone
2129672300
Signed
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Lmc Advisors LLC
Address
1359 BROADWAY SUITE 1710, NEW YORK, NY 10018
Preparer
Ephraim Slomovic CPA
Phone
2129672300
Raw XML Appendix330 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7RIBERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd544121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd787650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02417
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0255366
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027103
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064987
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071783
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0304358
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232575
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES HELD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0164 SEMINOLE AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALM BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033480
TaxesSchedule/TaxesDetail/Amt03500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G HELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02129672300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES HELD AND KENN KARAKUL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0522280075
ReturnHeader/Filer/PhoneNum02129672300
ReturnHeader/Filer/USAddress/AddressLine1Txt0164 SEMINOLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464133700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LMC ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01359 BROADWAY SUITE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02129672300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EPHRAIM SLOMOVIC CPA
ReturnHeader/ReturnTs02024-02-02T18:54:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELD
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.83$1.14$0.31
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.50$0.54$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.78$0.77
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.00$0.50$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.30$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.52$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.00$0.71$0.71
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.00$0.50$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.00$0.78$0.78
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.00$1.41$1.41
2015Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$6.10$1.09$5.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.00$1.38$0.38
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.55
2012Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.82
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.80$0.87$0.07