Civic Intelligence

Phoenix Charitable Foundation

EIN 74-3029290 • New York, NY

Access Ind 40 West 57th StNew York, NY 10019
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

57th percentile

0.5%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

137%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$289,503

Up $1,541 (+0.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$289,503

No earlier filing loaded for comparison.

Revenue

Up

$1,541

Up $890 (+137%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$1,541

Up $890 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $287,312Liabilities 2010: $0Net Assets 2010: $287,3122010Assets 2011: $287,312Liabilities 2011: $0Net Assets 2011: $287,3122011Assets 2012: $287,312Liabilities 2012: $12012Assets 2013: $287,312Liabilities 2013: $0Net Assets 2013: $287,3122013Assets 2014: $287,312Liabilities 2014: $12014Assets 2015: $287,312Liabilities 2015: $0Net Assets 2015: $287,3122015Assets 2016: $287,312Liabilities 2016: $0Net Assets 2016: $287,3122016Assets 2017: $287,311Liabilities 2017: $0Net Assets 2017: $287,3112017Assets 2018: $287,311Liabilities 2018: $0Net Assets 2018: $287,3112018Assets 2019: $287,311Liabilities 2019: $0Net Assets 2019: $287,3112019Assets 2020: $287,311Liabilities 2020: $0Net Assets 2020: $287,3112020Assets 2021: $287,311Liabilities 2021: $12021Assets 2022: $287,311Liabilities 2022: $0Net Assets 2022: $287,3112022Assets 2023: $287,962Liabilities 2023: $12023Assets 2024: $289,503Liabilities 2024: $0Net Assets 2024: $289,5032024

Highlighted filing

2024

Assets$289,503
Liabilities$0
Net Assets$289,503

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0K$2.0K$1.0K$0Expenses 2010: $2,7502010Expenses 2011: $02011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $651Expenses 2023: $0Net Income 2023: $6512023Revenue 2024: $1,541Expenses 2024: $0Net Income 2024: $1,5412024

Highlighted filing

2024

Revenue$1,541
Expenses$0
Net Income$1,541

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.02$0.00$0.02
2023Summary only. Only limited summary data is available for this year.$2.88$0.00$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.00$0.00$0.00
2021Summary only. Only limited summary data is available for this year.$2.87$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$2.87$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$2.87$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.00
2010Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX BLAVATNIKPresident-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Charitable Foundation
EIN
74-3029290
Address
ACCESS IND 40 WEST 57TH ST, NEW YORK, NY 10019

Signing Officer

Name
Alexander Blavatnik
Title
President
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Curtin LLP
Address
67 Mason Street, Greenwich, CT 06830
Preparer
Richard C Curtin
Phone
2036227400
Raw XML Appendix164 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0287311
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IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030740
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030740
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030740
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0256571
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0256571
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0256571
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0287311
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0287311
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0287311
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030740
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04310
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0256571
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014150
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0283001
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0287311
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALEX BLAVATNIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ACCESS IND 40 WEST 57TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010019
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02002-08-02
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt09433
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt036807
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt09433
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt08508
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt09433
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
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John McDonough
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122476400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Support for Russian Jewish history through acquisition of early 1900's postcards, posters, magazines and related material.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0256571
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART, ARCHIVES, & LETTERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0256571
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0256571
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0743029290
ReturnHeader/Filer/USAddress/AddressLine1Txt0ACCESS IND 40 WEST 57TH ST
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843707233
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt067 Mason Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036227400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard C Curtin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T07:28:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALEXANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAVATNIK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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