Civic Intelligence

U&J Fishbein Charitable Foundation

EIN 83-0475943 • 501(c)3 • Wallingford, CT

Profile

Support Wlfd Symphony and scholarships

100 South Main StreetWallingford, CT 06492

www. fishbein/foundation. org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$2,991

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$2,991

Flat from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin46th percentile

Revenue

Flat

$5,000

Flat from 2023

Expenses

Flat

$5,000

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$30K$20K$10K$0Assets 2011: $12,019Liabilities 2011: $02011Assets 2012: $12,890Liabilities 2012: $02012Assets 2013: $17,349Liabilities 2013: $02013Assets 2014: $16,150Liabilities 2014: $02014Assets 2015: $18,202Liabilities 2015: $0Net Assets 2015: $18,2022015Assets 2016: $21,065Liabilities 2016: $02016Assets 2017: $10,868Liabilities 2017: $02017Assets 2018: $5,873Liabilities 2018: $02018Assets 2019: $2,981Liabilities 2019: $02019Assets 2020: $2,981Liabilities 2020: $0Net Assets 2020: $2,9812020Assets 2021: $2,981Liabilities 2021: $0Net Assets 2021: $2,9812021Assets 2022: $2,981Liabilities 2022: $02022Assets 2023: $2,991Liabilities 2023: $0Net Assets 2023: $2,9912023Assets 2024: $2,991Liabilities 2024: $0Net Assets 2024: $2,9912024

Highlighted filing

2024

Assets$2,991
Liabilities$0
Net Assets$2,991
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $9,700Expenses 2011: $10,018Net Income 2011: -$3182011Revenue 2012: $10,431Expenses 2012: $9,560Net Income 2012: $8712012Revenue 2013: $13,634Expenses 2013: $9,175Net Income 2013: $4,4592013Revenue 2014: $8,936Expenses 2014: $10,135Net Income 2014: -$1,1992014Revenue 2015: $23,895Expenses 2015: $21,843Net Income 2015: $2,0522015Revenue 2016: $21,073Expenses 2016: $18,210Net Income 2016: $2,8632016Revenue 2017: $6,410Expenses 2017: $9,560Net Income 2017: -$3,1502017Revenue 2018: $6,508Expenses 2018: $9,560Net Income 2018: -$3,0522018Revenue 2019: $6,508Expenses 2019: $9,400Net Income 2019: -$2,8922019Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $5,000Expenses 2023: $5,000Net Income 2023: $02023Revenue 2024: $5,000Expenses 2024: $5,000Net Income 2024: $02024

Highlighted filing

2024

Revenue$5,000
Expenses$5,000
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,991
Liabilities
$0
Net assets
$2,991
Revenue
$5,000
Expenses
$5,000
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$5.00$5.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$5.00$5.00$0.00
2022Summary only. Only limited summary data is available for this year.$2.98$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98
2019Summary only. Only limited summary data is available for this year.$2.98$0.00$6.51$9.40$2.89
2018Summary only. Only limited summary data is available for this year.$5.87$0.00$6.51$9.56$3.05
2017Summary only. Only limited summary data is available for this year.$10.9$0.00$6.41$9.56$3.15
2016Summary only. Only limited summary data is available for this year.$21.1$0.00$21.1$18.2$2.86
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$23.9$21.8$2.05
2014Summary only. Only limited summary data is available for this year.$16.2$0.00$8.94$10.1$1.20
2013Summary only. Only limited summary data is available for this year.$17.3$0.00$13.6$9.18$4.46
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$10.4$9.56$0.87
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$9.70$10.0$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.1
Gross Receipts
$5,000
Mission and Program Overview

Mission

Support Wlfd Symphony and scholarships

Support Wlfd. Symphony and scholarships

Program Services

DescriptionGrantsExpenses
Give support to the Wallingford Symphony to benefit the700 to 800 children that attend these concerts.$5,000$0
Provide a scholarship of $4,000 paid in annual paymentsof $1,000 each year to Wallingford students with academic ability and financial need.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norman FishbeinPresidentPT$0--
Rossilyn GallagherSecretaryPT$0--
Craig FishbeinTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
U&J Fishbein Charitable Foundation
EIN
83-0475943
In Care Of
% Norman Fishbein
Phone
2032652895
Address
100 South Main Street, Wallingford, CT 06492

Signing Officer

Name
Norman Fishbein
Title
President
Phone
2032652895
Signed
2025-06-10
Discuss with paid preparer
No

Preparer

Firm
Anthony V DeAngelo CPA
Address
15 South Elm Street, Wallingford, CT 06492
Preparer
Anthony V Deangelo CPA
Phone
2032657813
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Wallingford Symphany Street South Main Street City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 2,500Activity Various students (4) Street Various City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 2,500”

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Norman Fishbein
IRS990EZ/BooksInCareOfDetail/PhoneNum02032652895
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 South Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wallingford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02991
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02991
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02991
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt05000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02991
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02991
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Norman Fishbein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rossilyn Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Craig Fishbein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Wlfd. Symphony and scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Give support to the Wallingford Symphony to benefit the700 to 800 children that attend these concerts.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide a scholarship of $4,000 paid in annual paymentsof $1,000 each year to Wallingford students with academic ability and financial need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW. Fishbein/Foundation. Org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Wallingford Symphany Street South Main Street City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 2,500Activity Various students (4) Street Various City, State, Zip Wallingford, CT 06492Relationship Recipients Amount 2,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN FISHBEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02032652895
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0U&J Fishbein Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0U&JF
ReturnHeader/Filer/EIN0830475943
ReturnHeader/Filer/InCareOfNm0% Norman Fishbein
ReturnHeader/Filer/PhoneNum02032652895
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 South Main Street
ReturnHeader/Filer/USAddress/CityNm0Wallingford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0066178930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anthony V DeAngelo CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 South Elm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wallingford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006492
ReturnHeader/PreparerPersonGrp/PhoneNum02032657813
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY V DEANGELO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-10T12:18:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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