Civic Intelligence

Herschel and Esther Waxman Charity Trust

EIN 92-1102229 • 501(c)3 • Brooklyn, NY

Pub. 78 Eligible990-N CoverageNTEE T12

Profile

To make grants to religious and charitable organizations.

1415 East 8th StreetBrooklyn, NY 11230
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

NTEE T • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

$3,000,500

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,000,500

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin99th percentile

Revenue

$3,000,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$3,000,000

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2023: $3,000,500Liabilities 2023: $0Net Assets 2023: $3,000,5002023

Highlighted filing

2023

Assets$3,000,500
Liabilities$0
Net Assets$3,000,500
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Revenue 2023: $3,000,000Expenses 2023: $0Net Income 2023: $3,000,0002023

Highlighted filing

2023

Revenue$3,000,000
Expenses$0
Net Income$3,000,000
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$3,000,500
Liabilities
$0
Net assets
$3,000,500
Revenue
$3,000,000
Expenses
$0
Net income
$3,000,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$3.00$0.00$3.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$3,000,000
Mission and Program Overview

Mission

To make grants to religious and charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$500$3,000,500▲ $3,000,000
Total Assets$500$3,000,500▲ $3,000,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$500$3,000,500▲ $3,000,000
Total Net Assets Fund Balance$500$3,000,500▲ $3,000,000
Total Liabilities and Net Assets / Fund Balance$500$3,000,500▲ $3,000,000
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Meshulem WaxmanPres
Revenue and Support

Revenue Composition

Contributions and Grants
$3,000,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,000,000
Change in Net Assets
$3,000,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is provided to the trustee for review prior to filings.”

Form 990, Page 6, Part VI, Line 12C

“Internal discussions and meetings”

Form 990, Page 6, Part VI, Line 19

“Requests for the organization's governing documents, conflict of interest policy and financial statements are reviewed for validity. These requests are then granted if deemed appropriate.”

Filing and Contact Details

Filer

Filer Name
The Herschel and Esther Waxman
EIN
92-1102229
Address
1415 EAST 8TH STREET, BROOKLYN, NY 11230

Signing Officer

Name
Meshulem Waxman
Title
Pres
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meshulem Waxman
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Wasser Brettler Klar & Lipstein Llp
Address
39 BROADWAY SUITE 640, NEW YORK, NY 10006
Preparer
Morris Werner
Phone
2129626100
Raw XML Appendix210 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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