Civic Intelligence

The Silverbird 29 Fund

990PF • Fiscal year 2022 • EIN 82-2223488

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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.

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

6th percentile

-143%

Higher net margin than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-53%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,076,806

Down $2,319,162 (-12%) from 2021

Net Assets

Down

$17,076,806

Down $2,319,162 (-12%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin6th percentile

Revenue

Down

$828,137

Down $917,078 (-53%) from 2021

Expenses

Up

$2,011,905

Up $285,304 (+17%) from 2021

Net Income

Down

-$1,183,768

Down $1,202,382 (-6460%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$15M$10M$5.0M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $18,650,201Liabilities 2018: $0Net Assets 2018: $18,650,2012018Assets 2019: $18,448,011Liabilities 2019: $1Net Assets 2019: $18,448,0112019Assets 2020: $19,449,241Liabilities 2020: $1Net Assets 2020: $19,449,2412020Assets 2021: $19,395,968Liabilities 2021: $1Net Assets 2021: $19,395,9682021Assets 2022: $17,076,806Liabilities 2022: $1Net Assets 2022: $17,076,8062022Assets 2023: $15,587,361Liabilities 2023: $93,922Net Assets 2023: $15,493,4392023Assets 2024: $16,673,677Liabilities 2024: $0Net Assets 2024: $16,673,6772024

Highlighted filing

2022

Assets$17,076,806
Liabilities$1
Net Assets$17,076,806
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,164,803Expenses 2018: $1,639,940Net Income 2018: -$475,1372018Revenue 2019: $1,039,541Expenses 2019: $1,715,761Net Income 2019: -$676,2202019Revenue 2020: $666,467Expenses 2020: $1,761,210Net Income 2020: -$1,094,7432020Revenue 2021: $1,745,215Expenses 2021: $1,726,601Net Income 2021: $18,6142021Revenue 2022: $828,137Expenses 2022: $2,011,905Net Income 2022: -$1,183,7682022Revenue 2023: $1,749,775Expenses 2023: $1,939,220Net Income 2023: -$189,4452023Revenue 2024: $666,373Expenses 2024: $1,952,013Net Income 2024: -$1,285,6402024

Highlighted filing

2022

Revenue$828,137
Expenses$2,011,905
Net Income-$1,183,768
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS S OXMANPresident-$0--
ELENA OXMANVice President-$0--
LEE OXMANVice President-$0--
DAVID C OXMANTreasurer/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
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Israel Tannenbaum CPA
Phone
2127519100
Raw XML Appendix356 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
AccountingFeesSchedule/AccountingFeesDetail/Amt013312
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX AND ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt011981
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011207776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026737517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BOA #7930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31791758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41145398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5710952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt692186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIR TREE REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MERCED PARTNERS IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TIFF DIVERSIFYING STRATEGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GLOBAL ALPHA INTL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WHI REAL ESTATE PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6NEW SUMMIT IMPACT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02214209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2131112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31785700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41098456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5750121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6112500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0452119
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0344666
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt033508
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2156
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0830293
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-2156
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0828137
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011981
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01331
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013312
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0344666
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01738333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01738333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0452119
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0452119
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1183768
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04287070
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0344666
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0671626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055114
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt060070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt031352
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt075624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt091588
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0167212
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04317
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01830894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0156011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02011905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0827637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0828137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt092561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0156011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0273572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03942404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0439679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0439679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04382083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BOA #7930 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0344666
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1183768
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01135394
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018212200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019395968
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017076806
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01721167
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01721167
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01721167
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01730503
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09336
IRS990PF/DistributableAmountGrp/TotalTaxAmt09336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017801
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017801
IRS990PF/FMVAssetsEOYAmt033296317
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt019395968
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt017076806
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0332365
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0102227
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0102227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012509062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011207776
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026737517
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0401070
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0348340
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0348340
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06153471
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05418463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06108233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019395968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017076806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt033296317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019395968
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017076806
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019395968
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017076806
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035137111
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0263592
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034496617
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0527057
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0376902
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01730503
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt034610054
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035137111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt091588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INV. MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 830269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd075283
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHYLLIS S OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELENA OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID C OXMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt037 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt137 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt237 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt337 MONTGOMERY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306830
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01830894
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01830894
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01411 BROADWAY 23RD FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127519100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01738333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006830
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01738333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053350
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01777544
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01721167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01830894
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01667817
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01777544
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0401070
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BROKER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0348340
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0348340
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01135394
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX COST ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CSC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER DEDUCTION FROM PARTNERSH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13980
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2637
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt155108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13980
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt355108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4637
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt030852
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt030852
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt091588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt247375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GREYCOURT & CO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CHARITABLE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt028249
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt147375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt091588
TaxesSchedule/TaxesDetail/Amt04317
TaxesSchedule/TaxesDetail/Amt125000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PY EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04317
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C OXMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124504884
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SILVERBIRD 29 FUND
ReturnHeader/Filer/BusinessNameControlTxt0SILV
ReturnHeader/Filer/EIN0822223488
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02124504884
ReturnHeader/Filer/USAddress/AddressLine1Txt037 MONTGOMERY LANE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Israel Tannenbaum CPA
ReturnHeader/ReturnTs02023-10-23T08:08:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OXMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,076,806
Liabilities
$1
Net assets
$17,076,806
Revenue
$828,137
Expenses
$2,011,905
Net income
-$1,183,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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