Civic Intelligence

Sam Berman Charitable Foundation

990PF • Fiscal year 2019 • EIN 59-2812513

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization Profile
19925 NE 39th Place Apt 203Aventura, FL 33180

(305) 588-0751

Siviq Scores

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

Liabilities / Assets

45th percentile

0.08x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

1.01x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$217,622

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$14,659,349

Up $164,985 (+1.1%) from 2018

Net Assets

Up

$13,525,985

Up $150,254 (+1.1%) from 2018

Liabilities

Up

$1,133,364

Up $14,731 (+1.3%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin45th percentile

Revenue

Up

$1,125,741

Up $1,216,519 (+1340%) from 2018

Expenses

Up

$1,102,234

Up $217,418 (+25%) from 2018

Net Income

Up

$23,507

Up $999,101 (+102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $13,558,825Liabilities 2012: $54,333Net Assets 2012: $13,504,4922012Assets 2013: $13,233,381Liabilities 2013: $56,771Net Assets 2013: $13,176,6102013Assets 2014: $14,290,780Liabilities 2014: $52,017Net Assets 2014: $14,238,7632014Assets 2015: $14,329,191Liabilities 2015: $292,257Net Assets 2015: $14,036,9342015Assets 2016: $13,586,381Liabilities 2016: $0Net Assets 2016: $13,586,3812016Assets 2017: $14,757,114Liabilities 2017: $411,319Net Assets 2017: $14,345,7952017Assets 2018: $14,494,364Liabilities 2018: $1,118,633Net Assets 2018: $13,375,7312018Assets 2019: $14,659,349Liabilities 2019: $1,133,364Net Assets 2019: $13,525,9852019Assets 2020: $14,433,124Liabilities 2020: $1,235,016Net Assets 2020: $13,198,1082020Assets 2021: $15,131,203Liabilities 2021: $1,235,016Net Assets 2021: $13,896,1872021Assets 2022: $14,102,363Liabilities 2022: $1,235,016Net Assets 2022: $12,867,3472022Assets 2023: $13,181,099Liabilities 2023: $1,176,030Net Assets 2023: $12,005,0692023Assets 2024: $13,183,582Liabilities 2024: $1,013,103Net Assets 2024: $12,170,4792024

Highlighted filing

2019

Assets$14,659,349
Liabilities$1,133,364
Net Assets$13,525,985
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $1,427,5592012Revenue 2013: $836,759Expenses 2013: $1,164,641Net Income 2013: -$327,8822013Revenue 2014: $2,564,362Expenses 2014: $1,502,209Net Income 2014: $1,062,1532014Revenue 2015: $762,121Expenses 2015: $963,950Net Income 2015: -$201,8292015Revenue 2016: $790,380Expenses 2016: $1,505,476Net Income 2016: -$715,0962016Revenue 2017: $1,196,523Expenses 2017: $530,537Net Income 2017: $665,9862017Revenue 2018: -$90,778Expenses 2018: $884,816Net Income 2018: -$975,5942018Revenue 2019: $1,125,741Expenses 2019: $1,102,234Net Income 2019: $23,5072019Revenue 2020: $519,915Expenses 2020: $1,130,926Net Income 2020: -$611,0112020Revenue 2021: $1,899,308Expenses 2021: $1,164,418Net Income 2021: $734,8902021Revenue 2022: $375,999Expenses 2022: $1,391,310Net Income 2022: -$1,015,3112022Revenue 2023: $403,289Expenses 2023: $1,265,336Net Income 2023: -$862,0472023Revenue 2024: $1,500,530Expenses 2024: $1,332,438Net Income 2024: $168,0922024

Highlighted filing

2019

Revenue$1,125,741
Expenses$1,102,234
Net Income$23,507
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL GREENWALDPresident &FT$171,000$46,622$217,622
RYAN GREENWALDDirectorPT$26,667-$26,667
EVE WAGNER-ROSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam Berman Charitable Foundation
EIN
59-2812513
Phone
3055880751
Address
19925 NE 39TH PLACE APT 203, AVENTURA, FL 33180

Signing Officer

Name
Sheryl Greenwald
Title
President & Director
Phone
9545053493
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Golomb Schwartz & Cove Pa
Address
2645 EXECUTIVE PARK DR STE 107, WESTON, FL 33331-3624
Preparer
Eric L Golomb
Phone
9548890075
Raw XML AppendixShowing 400 of 740 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1850108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED MORGAN STANLEY 014203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ENERGY TFR OPRTING 7.625 D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED MORGAN STANLEY 104203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ENERGY TFR OPRTING 7.60%-E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED MORGAN STANLEY 113816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GLOBAL PARTNERS LP 9.75%-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE ATTACHED MORGAN STANLEY 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TEEKAY LNG PARTNERS LP 8.5%-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEE ATTACHED MORGAN STANLEY 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MERRILL LYNCH 7750 - 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SBA COMMUNICATIONS - 113330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SEE ATTACHED MORGAN STANLEY 113330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SEE ATTACHED MORGAN STANLEY 014205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SEE ATTACHED MORGAN STANLEY 014205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SEE ATTACHED MORGAN STANLEY 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MS CIAUTO ON AAPL 9200 - 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SEE ATTACHED MORGAN STANLEY 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17JPM CONTINGENT - 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ENERGY TFR OPRTING LP SER C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0725945
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0151507
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt023507
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021735
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0148482
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013547720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013375731
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013525985
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0792367
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0792367
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0792367
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0806939
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014572
IRS990PF/DistributableAmountGrp/TotalTaxAmt014572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt017055750
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0107816
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0274755
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0274754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt097758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013506207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013694416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016090818
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0303509
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0248851
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0248851
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01118633
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01133364
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013375731
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013525985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0479074
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0441327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0441327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014494364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014659349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017055750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01118633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01133364
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014494364
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014659349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013375731
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013525985
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016384542
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0595378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015540313
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0245768
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0248851
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0806939
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016138774
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016384542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0171000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt226667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt046622
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERYL GREENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVE WAGNER-ROSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RYAN GREENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019925 NE 39TH PLACE APT 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119925 NE 39TH PLACE APT 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219925 NE 39TH PLACE APT 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AVENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AVENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AVENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233180
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0786152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0793438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0540070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0227343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01120437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0578214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0914137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.034588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.015759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.080893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016138774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015614292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt014426117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013850905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013606778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013091871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0712380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243560
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0712380
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0712380
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0712380
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/PayCompDisqualifiedPrsnInd0true
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/IndividualWithBooksNm0SHERYL GREENWALD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019925 NE 39TH PLACE APT 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AVENTURA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033180
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03055880751
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23837
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt432500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,659,349
Liabilities
$1,133,364
Net assets
$13,525,985
Revenue
$1,125,741
Expenses
$1,102,234
Net income
$23,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$1.01$12.2$1.50$1.33$0.17
2023Detailed filing. Detailed filing data is available for this year.$13.2$1.18$12.0$0.40$1.27$0.86
2022Detailed filing. Detailed filing data is available for this year.$14.1$1.24$12.9$0.38$1.39$1.02
2021Detailed filing. Detailed filing data is available for this year.$15.1$1.24$13.9$1.90$1.16$0.73
2020Detailed filing. Detailed filing data is available for this year.$14.4$1.24$13.2$0.52$1.13$0.61
2019Detailed filing. Detailed filing data is available for this year.$14.7$1.13$13.5$1.13$1.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$14.5$1.12$13.4$0.09$0.88$0.98
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.41$14.3$1.20$0.53$0.67
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.79$1.51$0.72
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.29$14.0$0.76$0.96$0.20
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.05$14.2$2.56$1.50$1.06
2013Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.2$0.84$1.16$0.33
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.05$13.5$1.43