Civic Intelligence

Five Partners Foundation

990PF • Fiscal year 2023 • EIN 90-0142583

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
C/O Withum 1411 Broadway 9flNew York, NY 10018

(914) 672-6512

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Net Margin

76th percentile

70%

Higher net margin than 76% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$217,205

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2023

Asset Growth

64th percentile

4.0%

Faster asset growth than 64% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

230%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Flat

$10,555,580

Flat from 2023

Net Assets

$10,555,580

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin76th percentile

Revenue

Flat

$868,521

Flat from 2023

Expenses

Flat

$257,597

Flat from 2023

Net Income

Flat

$610,924

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $253Liabilities 2010: $0Net Assets 2010: $2532010Assets 2011: $753Liabilities 2011: $0Net Assets 2011: $7532011Assets 2012: $253Liabilities 2012: $12012Assets 2013: $2,586,957Liabilities 2013: $0Net Assets 2013: $2,586,9572013Assets 2014: $9,332,817Liabilities 2014: $12014Assets 2015: $9,479,008Liabilities 2015: $12015Assets 2016: $9,306,894Liabilities 2016: $0Net Assets 2016: $9,306,8942016Assets 2017: $9,970,130Liabilities 2017: $56,096Net Assets 2017: $9,914,0342017Assets 2018: $10,208,705Liabilities 2018: $34,254Net Assets 2018: $10,174,4512018Assets 2019: $10,116,856Liabilities 2019: $0Net Assets 2019: $10,116,8562019Assets 2020: $9,958,067Liabilities 2020: $0Net Assets 2020: $9,958,0672020Assets 2021: $10,178,521Liabilities 2021: $0Net Assets 2021: $10,178,5212021Assets 2022: $10,147,240Liabilities 2022: $0Net Assets 2022: $10,147,2402022Assets 2023: $10,555,580Liabilities 2023: $0Net Assets 2023: $10,555,5802023Assets 2023: $10,555,580Liabilities 2023: $12023Assets 2024: $11,012,495Liabilities 2024: $0Net Assets 2024: $11,012,4952024

Highlighted filing

2023

Assets$10,555,580
Liabilities$0
Net Assets$10,555,580
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,5502010Expenses 2011: $1,0502011Revenue 2012: $550Expenses 2012: $1,050Net Income 2012: -$5002012Revenue 2013: $2,652,630Expenses 2013: $65,926Net Income 2013: $2,586,7042013Revenue 2014: $7,034,486Expenses 2014: $288,626Net Income 2014: $6,745,8602014Revenue 2015: $506,598Expenses 2015: $360,407Net Income 2015: $146,1912015Revenue 2016: $299,441Expenses 2016: $471,555Net Income 2016: -$172,1142016Revenue 2017: $975,480Expenses 2017: $368,340Net Income 2017: $607,1402017Revenue 2018: $603,685Expenses 2018: $356,843Net Income 2018: $246,8422018Revenue 2019: $356,522Expenses 2019: $414,117Net Income 2019: -$57,5952019Revenue 2020: $201,477Expenses 2020: $360,266Net Income 2020: -$158,7892020Revenue 2021: $480,093Expenses 2021: $259,639Net Income 2021: $220,4542021Revenue 2022: $263,166Expenses 2022: $294,447Net Income 2022: -$31,2812022Revenue 2023: $868,521Expenses 2023: $257,597Net Income 2023: $610,9242023Revenue 2023: $868,521Expenses 2023: $257,597Net Income 2023: $610,9242023Revenue 2024: $831,251Expenses 2024: $284,470Net Income 2024: $546,7812024

Highlighted filing

2023

Revenue$868,521
Expenses$257,597
Net Income$610,924
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD G PALITZ JRPresidentFT$210,000$7,205$217,205
SUSAN L KANESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Five Partners Foundation
EIN
90-0142583
In Care Of
% BERNARD G PALITZ JR
Phone
9146726512
Address
C/O WITHUM 1411 BROADWAY 9FL, NEW YORK, NY 10018

Signing Officer

Name
Bernard G Palitz Jr
Title
President
Phone
9146726512
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Robert Demmett CPA
Phone
2127519100
Raw XML Appendix362 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt07800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0780
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07020
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-07-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0M5
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt02209
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt02209
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE EQUIPMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06714004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010519500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt199120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES - WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SECURITIES - JPM
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0485207
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0488261
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt02209
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0OFFICE EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt02209
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0212461
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0252090
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01110
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0465661
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0252090
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0210000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0402860
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0212461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0212461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0610924
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0897498
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01110
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0252090
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0343364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011772
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03603
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt03602
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07205
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06660
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06660
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0122297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0257597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0465661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0868521
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0127800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0122297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0250097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt075600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3207375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4101042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt543310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166968
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt318462
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt260000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt561772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200,000 SHS FIDELITY FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc260,000 SHS FIDELITY FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WF #5331 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,500 SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5933 SHS STATE STR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0252090
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0610924
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0202584
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010758164
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010147240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010555580
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0523768
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0523768
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0523768
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0528541
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04773
IRS990PF/DistributableAmountGrp/TotalTaxAmt04773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01507
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03266
IRS990PF/FMVAssetsEOYAmt014397698
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0244059
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt092967
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt092967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06965331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06779556
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010618620
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt02209
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02209
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02937850
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03197850
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03197850
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010147240
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010555580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010147240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010555580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014397698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010147240
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010555580
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010147240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010555580
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0488261
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010731795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0134140
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010597655
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0160977
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0528541
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010570818
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010731795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERNARD G PALITZ JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN L KANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0431 HAINES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1431 HAINES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOUNT KISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOUNT KISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0395300
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/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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O WITHUM 1411 BROADWAY 9FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BERNARD G PALITZ JR
IRS990PF/StatementsRegardingActyGrp/PhoneNum09146726512
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MUSICAL INSTRUMENT PROGRAM: FOUNDATION PURCHASED MUSICAL INSTRUMENTS FOR PURPOSES OF LENDING THEM TO STUDENTS/ALUMNI OF THE JUILLIARD SCHOOL AND OTHER MUSIC CONSERVATORIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0260000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt0395300
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0523768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt097065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt097065
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0395300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097065
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt031403
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BERNARD G PALITZ JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0431 HAINES ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MOUNT KISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010549
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0402860
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0302630
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1100230
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,000 SHS JOHNSON & JOHNSON
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1500 SHS EXXON 278 SHS ALCOA 600 SHS METLIFE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-10-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02937850
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUSICAL INSTRUMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03197850
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03197850
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0202584
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK-TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MUSICAL INSTRUMENT INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01785
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19207
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3750
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt013320
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06660
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06660
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD G PALITZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09146726512
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE PARTNERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0900142583
ReturnHeader/Filer/InCareOfNm0% BERNARD G PALITZ JR
ReturnHeader/Filer/PhoneNum09146726512
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WITHUM 1411 BROADWAY 9FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT DEMMETT CPA
ReturnHeader/ReturnTs02024-05-08T14:15:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALITZ JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,555,580
Liabilities
$0
Net assets
$10,555,580
Revenue
$868,521
Expenses
$257,597
Net income
$610,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.83$0.28$0.55
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.87$0.26$0.61
2023Summary only. Only limited summary data is available for this year.$10.6$0.00$0.87$0.26$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.26$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.20$0.36$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.36$0.41$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.03$10.2$0.60$0.36$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.97$0.06$9.91$0.98$0.37$0.61
2016Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.30$0.47$0.17
2015Summary only. Only limited summary data is available for this year.$9.48$0.00$0.51$0.36$0.15
2014Summary only. Only limited summary data is available for this year.$9.33$0.00$7.03$0.29$6.75
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$2.65$0.07$2.59
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00