Civic Intelligence

Irving Joseph Charitable Trust

990PF • Fiscal year 2011 • EIN 02-6180459

Jan 01, 2011 to Dec 31, 2011 • Filed on Feb 24, 2012

1802 North Morgan Street33602-2328
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

98th percentile

$10,000

Higher top officer pay than 98% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

55th percentile

1.3%

Faster asset growth than 55% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$435,821

Up $5,477 (+1.3%) from 2010

Net Assets

Up

$435,821

Up $5,477 (+1.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$28,519

Down $8,174 (-22%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $430,344Liabilities 2010: $0Net Assets 2010: $430,3442010Assets 2011: $435,821Liabilities 2011: $0Net Assets 2011: $435,8212011Assets 2012: $391,578Liabilities 2012: $0Net Assets 2012: $391,5782012Assets 2013: $389,309Liabilities 2013: $1Net Assets 2013: $389,3092013Assets 2014: $370,874Liabilities 2014: $1Net Assets 2014: $370,8742014Assets 2015: $370,535Liabilities 2015: $1Net Assets 2015: $370,5352015Assets 2018: $362,981Liabilities 2018: $0Net Assets 2018: $362,9812018Assets 2019: $322,657Liabilities 2019: $1Net Assets 2019: $322,6572019Assets 2020: $314,696Liabilities 2020: $1Net Assets 2020: $314,6962020Assets 2021: $203,564Liabilities 2021: $0Net Assets 2021: $203,5642021Assets 2022: $47,445Liabilities 2022: $0Net Assets 2022: $47,4452022

Highlighted filing

2011

Assets$435,821
Liabilities$0
Net Assets$435,821

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $36,6932010Expenses 2011: $28,5192011Expenses 2012: $29,9762012Revenue 2013: $26,938Expenses 2013: $29,207Net Income 2013: -$2,2692013Revenue 2014: $20,732Expenses 2014: $39,167Net Income 2014: -$18,4352014Revenue 2015: $27,385Expenses 2015: $27,724Net Income 2015: -$3392015Revenue 2018: $27,425Expenses 2018: $28,737Net Income 2018: -$1,3122018Revenue 2019: -$15,186Expenses 2019: $25,138Net Income 2019: -$40,3242019Revenue 2020: $15,366Expenses 2020: $23,327Net Income 2020: -$7,9612020Revenue 2021: $20,153Expenses 2021: $43,505Net Income 2021: -$23,3522021Revenue 2022: $6,972Expenses 2022: $163,091Net Income 2022: -$156,1192022

Highlighted filing

2011

Revenue-
Expenses$28,519
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Feb 24, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOSEPHS HOSPITAL FOUNDATIONGENERAL OPERATIONS-TAMPA, FL, US$7,000
Paid GrantST JOSEPHS HOSPITAL FOUNDATIONGENERAL OPERATIONS-TAMPA, FL, US$3,000
Paid GrantACADEMY OF HOLY NAMESGENERAL OPERATIONS-TAMPA, FL, US$1,500
Paid GrantPHILANTHROPIC WOMEN OF ST JOSEPHSGENERAL OPERATIONS-TAMPA, FL, US$1,000
Paid GrantAMERICAN HEART ASSN HEART WALKGENERAL OPERATIONS-ST PETERSBURG, FL, US$1,000
Filing and Contact Details

Filer

EIN
02-6180459
Raw XML Appendix261 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/AccountingFees/Amount01575
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01575
CompensationExplanation/Compensation/PersonName0HARVEY SCHONBRUN
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount033984
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount033996
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA033996
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01575
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses05477
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome020271
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm033984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss033984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01450
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps013500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss028519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome033996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses033996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss015019
IRS990PF/BalanceSheets/CashBOY015254
IRS990PF/BalanceSheets/CashEOY016874
IRS990PF/BalanceSheets/CashEOYFMV016874
IRS990PF/BalanceSheets/InvestmentsMortgageLoansBOY0415090
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOY0418947
IRS990PF/BalanceSheets/InvestmentsMortgageLoansEOYFMV0449802
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0430344
IRS990PF/BalanceSheets/RetainedEarningsEOY0435821
IRS990PF/BalanceSheets/TotalAssetsBOY0430344
IRS990PF/BalanceSheets/TotalAssetsEOY0435821
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0466676
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0430344
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0435821
IRS990PF/BalanceSheets/TotalNetAssetsBOY0430344
IRS990PF/BalanceSheets/TotalNetAssetsEOY0435821
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05477
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0435821
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0430344
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0435821
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022078
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022078
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022078
IRS990PF/DistributableAmount/MinimumInvestmentReturn022483
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0405
IRS990PF/DistributableAmount/TotalTax0405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0209
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0614
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0209
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0405
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0614
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0466676
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0456498
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances011908
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06847
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0444590
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn022483
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0449651
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0456498
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HARVEY SCHONBRUN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101802 N MORGAN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TAMPA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0336022328
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct029328
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets029125
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.064772
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055253
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045720
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.069849
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.088267
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0449651
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10438894
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20431803
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30422339
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40392343
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50372148
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0203
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions013500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1024250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2019742
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3029500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4034631
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.259089
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013500
IRS990PF/QualifyingDistributions/ExpensesAndContributions013500
IRS990PF/QualifyingDistributions/QualifyingDistributions013500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HARVEY SCHONBRUN PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08132290664
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101802 MORGAN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TAMPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0336022328
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount47000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PHILANTHROPIC WOMEN OF ST JOSEPHS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST JOSEPHS HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN HEART ASSN HEART WALK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ACADEMY OF HOLY NAMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14ST JOSEPHS HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102700 W DR MLK JR BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112700 W DR MLK JR BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1211207 BLUE HERON BLVD N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133319 BAYSHORE BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142700 W DR MLK JR BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine22SUITE 310
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ST PETERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode233716
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode333629
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode433607
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear013500
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022078
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102919
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308818
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010724
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus08578
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY08578
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013883
IRS990PF/UndistributedIncome/ExcessFromYear102919
IRS990PF/UndistributedIncome/ExcessFromYear308818
IRS990PF/UndistributedIncome/ExcessFromYear402146
IRS990PF/UndistributedIncome/QualifyingDistributions013500
IRS990PF/UndistributedIncome/TotalCorpus013883
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover022461
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0700
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0700
OtherIncomeSchedule2/OtherIncome/Description0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome033984
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks033984
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01450
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01450
TaxesSchedule/Taxes/Amount01294
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0026180459
ReturnHeader/Filer/Name/BusinessNameLine10IRVING JOSEPH CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone08132290664
ReturnHeader/Filer/USAddress/AddressLine101802 NORTH MORGAN STREET
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0336022328
ReturnHeader/Officer/DateSigned02012-02-24
ReturnHeader/Officer/Name0HARVEY SCHONBRUN
ReturnHeader/Officer/Phone08132290664
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-03-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GREGORY SHARER & STUART PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0337014336
ReturnHeader/Preparer/Name0BYRON C SMITH CPA
ReturnHeader/Preparer/Phone07278216161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-08T14:49:48-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.07$1.63$1.56
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.20$0.44$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.15$0.23$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.15$0.25$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.27$0.29$0.01
2017Detailed filing. Detailed filing data is available for this year.
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.21$0.39$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.27$0.29$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.37