Civic Intelligence

The Wurtman Foundation Inc

990PF • Fiscal year 2019 • EIN 65-0881769

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 24, 2020

Organization Profile
60 Walnut Street 4th FloorWellesley, MA 02481

(617) 969-7139

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

26th percentile

-3.6%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$735,834

Down $27,269 (-3.6%) from 2018

Net Assets

Down

$735,834

Down $27,269 (-3.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin83rd percentile

Revenue

Down

$128,444

Down $47,735 (-27%) from 2018

Expenses

Down

$87,685

Down $211,654 (-71%) from 2018

Net Income

Up

$40,759

Up $163,919 (+133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $327Liabilities 2011: $02011Assets 2012: $9,635Liabilities 2012: $02012Assets 2013: $6,584Liabilities 2013: $1,3502013Assets 2014: $2,549,501Liabilities 2014: $1,350Net Assets 2014: $2,548,1512014Assets 2015: $2,458,921Liabilities 2015: $0Net Assets 2015: $2,458,9212015Assets 2016: $2,303,371Liabilities 2016: $0Net Assets 2016: $2,303,3712016Assets 2017: $919,242Liabilities 2017: $0Net Assets 2017: $919,2422017Assets 2018: $763,103Liabilities 2018: $0Net Assets 2018: $763,1032018Assets 2019: $735,834Liabilities 2019: $0Net Assets 2019: $735,8342019Assets 2020: $602,765Liabilities 2020: $0Net Assets 2020: $602,7652020Assets 2021: $771,718Liabilities 2021: $0Net Assets 2021: $771,7182021Assets 2022: $839,732Liabilities 2022: $20,860Net Assets 2022: $818,8722022Assets 2023: $866,338Liabilities 2023: $12,993Net Assets 2023: $853,3452023Assets 2024: $1,430,069Liabilities 2024: $0Net Assets 2024: $1,430,0692024

Highlighted filing

2019

Assets$735,834
Liabilities$0
Net Assets$735,834
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $27,282Expenses 2011: $43,330Net Income 2011: -$16,0482011Revenue 2012: $11,981Expenses 2012: $2,673Net Income 2012: $9,3082012Revenue 2013: $11,225Expenses 2013: $15,626Net Income 2013: -$4,4012013Revenue 2014: $2,599,006Expenses 2014: $121,578Net Income 2014: $2,477,4282014Revenue 2015: $176,085Expenses 2015: $160,925Net Income 2015: $15,1602015Revenue 2016: $130,632Expenses 2016: $160,636Net Income 2016: -$30,0042016Revenue 2017: $124,565Expenses 2017: $351,994Net Income 2017: -$227,4292017Revenue 2018: $176,179Expenses 2018: $299,339Net Income 2018: -$123,1602018Revenue 2019: $128,444Expenses 2019: $87,685Net Income 2019: $40,7592019Revenue 2020: $75,602Expenses 2020: $169,000Net Income 2020: -$93,3982020Revenue 2021: $74,271Expenses 2021: $57,292Net Income 2021: $16,9792021Revenue 2022: $50,770Expenses 2022: $34,603Net Income 2022: $16,1672022Revenue 2023: $48,111Expenses 2023: $74,070Net Income 2023: -$25,9592023Revenue 2024: $845,433Expenses 2024: $208,714Net Income 2024: $636,7192024

Highlighted filing

2019

Revenue$128,444
Expenses$87,685
Net Income$40,759
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 24, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIE WURTMANPresident-$0--
ROBERT FINKELTreasurer And Secretary-$0--
ENID WURTMAN CO ELIE WURTMANDirector-$0--
BOAZ LIPSCHITZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wurtman Foundation Inc
EIN
65-0881769
Phone
6179697139
Address
60 WALNUT STREET 4TH FLOOR, WELLESLEY, MA 02481

Signing Officer

Name
Elie Wurtman
Title
President
Phone
6179697139
Signed
2020-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Blum Shapiro & Company Pc
Address
70 WELLS AVENUE SUITE 200, NEWTON, MA 02459
Preparer
Alan T Huberman CPA
Phone
6176410040
Raw XML AppendixShowing 400 of 461 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/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt079961
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt035576
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt018610
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt067967
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt030240
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt015819
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0271556
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0322794
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0135776
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt046455
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0322794
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0135776
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt02650
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt02650
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
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IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0113632
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt029227
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt033439
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt033783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0102547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0103021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0270856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0322794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0135446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0130798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0101189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.198930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.308909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.321773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.133641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.108716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.121613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0515494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0876814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01003173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01013506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01203114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0832059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt049105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.994652
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt049105
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt049105
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt049105
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT FINKEL ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt060 WALNUT STREET 4TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLESLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002481
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179697139
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RUSSIAN IMMIGRANTS PROGRAM: THE FOUNDATION CONTINUES TO DEVELOP AND IMPLEMENT A PROGRAM TO ASSIST RUSSIAN "ALIYA" ACTIVISTS WHO FOUGHT FOR THE RIGHT TO EMIGRATE TO ISRAEL FROM THE FORMER SOVIET UNION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PICO KIDS STEM EDUCATIONAL: THE PICO KIDS STEM EDUCATION PROJECT WAS ESTABLISHED BY THE WURTMAN FOUNDATION TO ENHANCE THE QUALITY OF INNOVATION AND TECHNOLOGY EDUCATION AND TO PROVIDE AN EXPERIENTIAL LEARNING PROGRAM FOR HIGH SCHOOL STUDENTS IN ISRAEL. THE GOAL OF THE PROGRAM IS TO FACILITATE I) LEARNING THROUGH CREATING; AND II) CREATING THROUGH LEARNING. CHILDREN ARE EXPOSED TO A WIDE RANGE OF ENTREPRENEURS, SCIENTIFIC STUDIES AND HANDS-ON ENRICHMENT ACTIVITIES. THE PROGRAM AIMS TO PROVIDE CHILDREN WITH A SPACE WHERE, BEYOND THE EDUCATIONAL EXPERIENCE, IT WILL BE "FUN AND EDUCATIONALLY MEANINGFUL FOR THEM TO SPEND TIME. THE PROJECT SERVES BOYS AND GIRLS WITH DIVERSE SOCIO-ECONOMIC BACKGROUNDS. THE FOUNDATION ACTIVITIES INCLUDE SCIENCE COURSES THAT PROMOTE INDEPENDENT AND CRITICAL THINKING; TED BASED INSTRUCTION WHEREBY CHILDREN EXPERIENCE TED TALKS AND THEN PRESENT THEIR OWN TED STYLE PRESENTATIONS; MEETINGS ANDINFORMATIONAL SESSIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt034210
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt04707
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELIE WURTMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34817
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HEART OF ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH FUNDERS NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TAVOR LEADERSHIP ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt05 PINCHAS ROZEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt140 FIG STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0JERUSALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1NOF HAGALIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd09692519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ISAAC KALIMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011 BAKER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1150 WEST 30TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SUFFERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013378
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
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1SHIRLEY AND LEONARD GOLDSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 770001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt18405 INDIAN HILLS DRIVE 42
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OMAHA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045277
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd168114
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01475
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01475
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02950
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01475
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02579
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ESCROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$735,834
Liabilities
$0
Net assets
$735,834
Revenue
$128,444
Expenses
$87,685
Net income
$40,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.85$0.21$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.85$0.05$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.17$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.13$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.18$0.30$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.35$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.60$0.12$2.48
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.04$0.02