The Silverbird 29 Fund

990PF • Fiscal year 2021 • EIN 82-2223488

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 15, 2022

Organization Profile

37 Montgomery LaneGreenwich, CT 06830

(212) 450-4884

Siviq Scores

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

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

1.1%

Higher net margin than 26% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

-0.3%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

162%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$19,395,968

Down $53,273 (-0.3%) from 2020

Net Assets

Down

$19,395,968

Down $53,273 (-0.3%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue18th percentile Net Margin26th percentile

Revenue

$1,745,215

Up $1,078,748 (+162%) from 2020

Expenses

Down

$1,726,601

Down $34,609 (-2.0%) from 2020

Net Income

$18,614

Up $1,113,357 (+102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2021

Assets$19,395,968

Liabilities$1

Net Assets$19,395,968

Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2021

Revenue$1,745,215

Expenses$1,726,601

Net Income$18,614

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Oct 15, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PHYLLIS S OXMAN	President	-	$0	-	-
ELENA OXMAN	Vice President	-	$0	-	-
LEE OXMAN	Vice President	-	$0	-	-
DAVID C OXMAN	Treasurer/Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Silverbird 29 Fund
EIN: 82-2223488
In Care Of: % WITHUMSMITHBROWN PC
Phone: 2124504884
Address: 37 MONTGOMERY LANE, GREENWICH, CT 06830

Signing Officer

Name: David C Oxman
Title: Treasurer
Phone: 2124504884
Signed: 2022-10-15
Discuss with paid preparer: Yes

Preparer

Firm: Withumsmithbrown Pc
Address: 1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer: Michael Stallone CPA
Phone: 2127519100

Raw XML Appendix360 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	12509062
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	BOA #7930
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	21344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	137789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	1831298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	1181813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	248822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	FIR TREE REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	RENAISSANCE INSTITUTIONAL DIV.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	MERCED PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	TIFF DIVERSIFYING STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	GLOBAL ALPHA INTL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	WHI REAL ESTATE PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	2055628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	25929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	0
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	2026066
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	278862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	522683
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	18614
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	4021512
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	1654
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	1654
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	1583970
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	156525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	16179
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	37200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1559153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	146427
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1745215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	BOA #9532 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	19467855
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	19449241
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	19395968
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1852773
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IRS990PF/FMVAssetsEOYAmt	0	40136190
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	19449241
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	332365
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	33490506
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	401070
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	401070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	6384527
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	6153471
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	40136190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	19449241
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	38066804
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	805463
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	37062677
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	198664
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1874790
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	37495802
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	38066804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	PHYLLIS S OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ELENA OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	LEE OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	DAVID C OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	TREASURER/SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	37 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	37 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CT
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1559153
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1411 BROADWAY 23RD FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	10018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	WITHUMSMITHBROWN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2127519100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1469500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1469500
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/AppliedToCurrentYearAmt	0	75229
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1483924
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1852773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1559153
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1777544
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1483924
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	25173
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	401070
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	401070
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	71887
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER DEDUCTION FROM PARTNERSH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2608
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3704
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	39499
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	2608
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	39499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME FROM PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	FEDERAL TAX OVERPAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	153562
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	153562
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	14818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	111025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	45500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BANK OF AMERICA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	CHARITABLE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	29452
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	45500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	81573
TaxesSchedule/TaxesDetail/Amt	0	16179
TaxesSchedule/TaxesDetail/Amt	1	6203
TaxesSchedule/TaxesDetail/Amt	2	14818
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	TAX ESTIMATE PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	16179
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID C OXMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2124504884
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE SILVERBIRD 29 FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	SILV
ReturnHeader/Filer/EIN	0	822223488
ReturnHeader/Filer/InCareOfNm	0	% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum	0	2124504884
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	37 MONTGOMERY LANE
ReturnHeader/Filer/USAddress/CityNm	0	GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10018
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127519100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL STALLONE CPA
ReturnHeader/ReturnTs	0	2022-11-05T10:02:33-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	OXMAN
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,395,968
Liabilities: $1
Net assets: $19,395,968
Revenue: $1,745,215
Expenses: $1,726,601
Net income: $18,614

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$16.7	$0.00	$16.7	$0.67	$1.95	$1.29
2023Detailed filing. Detailed filing data is available for this year.	$15.6	$0.09	$15.5	$1.75	$1.94	$0.19
2022Detailed filing. Detailed filing data is available for this year.	$17.1	$0.00	$17.1	$0.83	$2.01	$1.18
2021Detailed filing. Detailed filing data is available for this year.	$19.4	$0.00	$19.4	$1.75	$1.73	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$19.4	$0.00	$19.4	$0.67	$1.76	$1.09
2019Detailed filing. Detailed filing data is available for this year.	$18.4	$0.00	$18.4	$1.04	$1.72	$0.68
2018Detailed filing. Detailed filing data is available for this year.	$18.7	$0.00	$18.7	$1.16	$1.64	$0.48
2017Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00