Civic Intelligence

Lois Oestreicher Charitable Trust C/O Michael Blumenthal

EIN 83-2115861 • Tarrytown, NY

150 White Plains Road 404Tarrytown, NY 10591
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

83rd percentile

$2,015

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $28,932 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $28,932 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $17,151 (-100%) from 2020

Expenses

Down

$28,932

Down $142,487 (-83%) from 2020

Net Income

Up

-$28,932

Up $125,336 (+81%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2019: $183,200Liabilities 2019: $0Net Assets 2019: $183,2002019Assets 2020: $28,932Liabilities 2020: $0Net Assets 2020: $28,9322020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $375,331Expenses 2019: $417,305Net Income 2019: -$41,9742019Revenue 2020: $17,151Expenses 2020: $171,419Net Income 2020: -$154,2682020Revenue 2021: $0Expenses 2021: $28,932Net Income 2021: -$28,9322021

Highlighted filing

2021

Revenue$0
Expenses$28,932
Net Income-$28,932
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$28,932
Net income
-$28,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.29$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.17$1.71$1.54
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$3.75$4.17$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BLUMENTHALTrustee-$2,015-$2,015
ESTHER T HOLLANDERTrustee-$0--
MICHAEL STRULOWITZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lois Oestreicher Charitable Trust
EIN
83-2115861
Phone
9143321270
Address
150 WHITE PLAINS ROAD 404, TARRYTOWN, NY 10591

Signing Officer

Name
Michael Blumenthal
Title
Trustee
Phone
9143321270
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Friedman Llp
Address
601 ROUTE 73 NORTH SUITE 400, MARLTON, NJ 08053
Preparer
Christi Gallagher
Phone
8568301600
Raw XML Appendix280 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE DISTRIBUTION REPRESENTED 100% OF THE FOUNDATIONS'S NET ASSETS AND WERE GIVEN TO A 501(C)(3) CHARITY, IN ACCORDANCE WITH A TERMINATION UNDER SECTION 507(B)(1)(A).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0830941
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FROM 990-PF GENERAL INSTRUCTIONS TO REPORT THE FINAL DISTRIBUTION OF THE TRUST'S ASSETS IN DISSOLUTION. DURING 2021, THE LOIS OESTREICHER CHARITABLE TRUST MADE DISTRIBUTIONS OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 100% OF THE TRUST'S NET ASSETS. INFORMATION REGARDING THE CASH DISTRIBUTIONS IS AS FOLLOWS: JEWISH COMMUNAL FUND 575 MADISON AVE #703 NEW YORK, NY 10022 $8,628.82 CONTRIBUTED ON 12/21/2021, $8,628.82 CONTRIBUTED ON 12/28/2021 AND $2,293.93 CONTRIBUTED ON 12/31/2021 IN LIQUIDATION. THE ORGANIZATION ABOVE IS EXEMPT FROM TAXES UNDER IRC SEC 501(C)(3). IT IS NOT CONTROLLED BY THE TRUST OR ANY DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION. THE DISTRIBUTIONS WERE MADE TO ASSIST THE ORGANIZATION WITH ITS' CHARITABLE MISSION.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0400
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BLUMENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09143321270
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOIS OESTREICHER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MICHAEL BLUMENTHAL
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0832115861
ReturnHeader/Filer/PhoneNum09143321270
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 WHITE PLAINS ROAD 404
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131610809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 ROUTE 73 NORTH SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08568301600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTI GALLAGHER
ReturnHeader/ReturnTs02022-04-28T08:08:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLUMENTHAL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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