Civic Intelligence

Cyrus Feldman Memorial Trust

990PF • Fiscal year 2012 • EIN 04-3105618

Dec 01, 2011 to Nov 30, 2012 • Filed on Mar 15, 2013

614 Walnut Street02460
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$57,355

Flat from 2012

Net Assets

$57,355

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,505

Flat from 2012

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.

$60K$40K$20K$0Assets 2011: $49,314Liabilities 2011: $02011Assets 2012: $57,355Liabilities 2012: $0Net Assets 2012: $57,3552012Assets 2012: $57,355Liabilities 2012: $12012Assets 2013: $55,293Liabilities 2013: $0Net Assets 2013: $55,2932013Assets 2014: $51,516Liabilities 2014: $02014Assets 2015: $57,982Liabilities 2015: $02015

Highlighted filing

2012

Assets$57,355
Liabilities$0
Net Assets$57,355

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $11,507Expenses 2011: $3,490Net Income 2011: $8,0172011Expenses 2012: $3,5052012Revenue 2012: $11,546Expenses 2012: $3,505Net Income 2012: $8,0412012Revenue 2013: $1,458Expenses 2013: $3,520Net Income 2013: -$2,0622013Revenue 2014: $1,255Expenses 2014: $5,032Net Income 2014: -$3,7772014Revenue 2015: $11,441Expenses 2015: $4,975Net Income 2015: $6,4662015

Highlighted filing

2012

Revenue-
Expenses$3,505
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Mar 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY FELDMANTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT CHAMBER MUSIC PERFORMANCE-OAK RIDGE, TN, US$3,000
Filing and Contact Details

Filer

EIN
04-3105618
Raw XML Appendix226 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
CompensationExplanation/Compensation/PersonName0HENRY FELDMAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis01748
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02008-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice02300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0JAMES BALANCED GOLDEN RAINBOW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0552
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue020422
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue134841
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MERCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIDELITY INVESTMENTS
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0519
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome01027
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01546
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01546
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0519
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0519
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0519
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0519
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses08041
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02775
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01027
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0994
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses011546
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0505
IRS990PF/BalanceSheets/CashBOY01823
IRS990PF/BalanceSheets/CashEOY02092
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY047491
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY055263
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY049314
IRS990PF/BalanceSheets/RetainedEarningsEOY057355
IRS990PF/BalanceSheets/TotalAssetsBOY049314
IRS990PF/BalanceSheets/TotalAssetsEOY057355
IRS990PF/BalanceSheets/TotalAssetsEOYFMV00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY049314
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY057355
IRS990PF/BalanceSheets/TotalNetAssetsBOY049314
IRS990PF/BalanceSheets/TotalNetAssetsEOY057355
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0475
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses08041
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal057355
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY049314
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY057355
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome010
IRS990PF/DistributableAmount/TotalTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY00
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HENRY FELDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10614 WALNUT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20614 WALNUT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEWTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002460
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct010
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.061373
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.059066
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.059901
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.062735
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063788
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2050672
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3049999
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4047820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5047736
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102985
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202993
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302995
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear403000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear503045
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.245490
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02990
IRS990PF/QualifyingDistributions/ExpensesAndContributions03000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm010
IRS990PF/QualifyingDistributions/QualifyingDistributions03000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HENRY A FELDMAN TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07819659892
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10614 WALNUT STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEWTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002460
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/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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT CHAMBER MUSIC PERFORMANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ROSE FELDMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 4271
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20PO BOX 4271
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OAK RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037831
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03000
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/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203007
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303005
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40633
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50696
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50696
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear012645
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03000
IRS990PF/UndistributedIncome/ExcessFromYear103000
IRS990PF/UndistributedIncome/ExcessFromYear203007
IRS990PF/UndistributedIncome/ExcessFromYear303005
IRS990PF/UndistributedIncome/ExcessFromYear40633
IRS990PF/UndistributedIncome/QualifyingDistributions03000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03000
IRS990PF/UndistributedIncome/TotalCorpus013341
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010341
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FEES
OtherExpensesSchedule/OtherExpenses/Description2ACCOUNTING
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks055
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1450
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0043105618
ReturnHeader/Filer/Name/BusinessNameLine10CYRUS FELDMAN MEMORIAL TRUST
ReturnHeader/Filer/NameControl0CYRU
ReturnHeader/Filer/USAddress/AddressLine10614 WALNUT STREET
ReturnHeader/Filer/USAddress/City0NEWTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002460
ReturnHeader/Officer/DateSigned02013-03-15
ReturnHeader/Officer/Name0HENRY FELDMAN
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-03-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SPURR & SPURR LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10131 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0READING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018673900
ReturnHeader/Preparer/Name0MICHAEL SPURR CPA
ReturnHeader/Preparer/Phone07819444960
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-29T12:46:46-05:00

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Filings