Civic Intelligence

Sholes Charitable Foundation

990PF • Fiscal year 2012 • EIN 04-6183662

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

1375 Warwick Avenue02888
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$120,220

Flat from 2012

Net Assets

$120,220

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

$11,084

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.

$150K$100K$50K$0Assets 2011: $125,204Liabilities 2011: $0Net Assets 2011: $125,2042011Assets 2012: $120,220Liabilities 2012: $0Net Assets 2012: $120,2202012Assets 2012: $120,220Liabilities 2012: $12012Assets 2013: $116,795Liabilities 2013: $0Net Assets 2013: $116,7952013Assets 2014: $114,447Liabilities 2014: $0Net Assets 2014: $114,4472014Assets 2015: $110,552Liabilities 2015: $0Net Assets 2015: $110,5522015Assets 2016: $108,325Liabilities 2016: $0Net Assets 2016: $108,3252016Assets 2019: $81,733Liabilities 2019: $02019Assets 2020: $80,774Liabilities 2020: $0Net Assets 2020: $80,7742020Assets 2023: $86,985Liabilities 2023: $0Net Assets 2023: $86,9852023Assets 2024: $90,163Liabilities 2024: $0Net Assets 2024: $90,1632024

Highlighted filing

2012

Assets$120,220
Liabilities$0
Net Assets$120,220

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $10,8642011Expenses 2012: $11,0842012Revenue 2012: $6,100Expenses 2012: $11,084Net Income 2012: -$4,9842012Revenue 2013: $7,135Expenses 2013: $10,560Net Income 2013: -$3,4252013Revenue 2014: $7,724Expenses 2014: $10,072Net Income 2014: -$2,3482014Revenue 2015: $6,312Expenses 2015: $10,207Net Income 2015: -$3,8952015Revenue 2016: $8,165Expenses 2016: $10,392Net Income 2016: -$2,2272016Revenue 2019: $9,497Expenses 2019: $10,813Net Income 2019: -$1,3162019Revenue 2020: $9,231Expenses 2020: $10,190Net Income 2020: -$9592020Revenue 2023: $14,655Expenses 2023: $10,157Net Income 2023: $4,4982023Revenue 2024: $13,380Expenses 2024: $10,202Net Income 2024: $3,1782024

Highlighted filing

2012

Revenue-
Expenses$11,084
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
May 15, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW G SHOLESTrusteePT$0--
DAVID H SHOLESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHASED SCHLMES ASSOCIATIONCapital CampaignyWARWICK, RI, US$11,000
Filing and Contact Details

Filer

EIN
04-6183662
Raw XML Appendix219 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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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome06100
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06100
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06100
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances060000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0150000
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03150
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010343
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0206850
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0210000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition13.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANDREW G SHOLES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID H SHOLES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101375 WARWICK AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111375 WARWICK AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WARWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WARWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002888
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102888
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct060
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0206850
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome060
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1010700
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010940
IRS990PF/QualifyingDistributions/ExpensesAndContributions011000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm060
IRS990PF/QualifyingDistributions/QualifyingDistributions011000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ANDREW G SHOLES
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04014635600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101375 WARWICK AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WARWICK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0RI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002888
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUESTS WITH DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ANDREW G SHOLES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04014635600
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101375 WARWICK AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WARWICK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002888
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RESTRICTED TO RECOGNIZED CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount011000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Capital Campaign
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHASED SCHLMES ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0y
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101469 POST ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WARWICK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002888
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear011000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010283
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30157
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402083
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013496
IRS990PF/UndistributedIncome/ExcessFromCurrentYear011000
IRS990PF/UndistributedIncome/ExcessFromYear10194
IRS990PF/UndistributedIncome/ExcessFromYear2062
IRS990PF/UndistributedIncome/ExcessFromYear30157
IRS990PF/UndistributedIncome/ExcessFromYear402083
IRS990PF/UndistributedIncome/QualifyingDistributions011000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus011000
IRS990PF/UndistributedIncome/TotalCorpus013496
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02496
IRS990PF/UndistributedIncome/UndistributedIncomeCY010283
TaxesSchedule/Taxes/Amount084
TaxesSchedule/Taxes/Category0Federal Tax
TaxesSchedule/Taxes/NetInvestmentIncome084
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0046183662
ReturnHeader/Filer/Name/BusinessNameLine10SHOLES CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0SHOL
ReturnHeader/Filer/Phone04014635600
ReturnHeader/Filer/USAddress/AddressLine101375 WARWICK AVENUE
ReturnHeader/Filer/USAddress/City0WARWICK
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002888
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0ANDREW G SHOLES
ReturnHeader/Officer/Phone04014635600
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SHOLES AND SHOLES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101375 WARWICK AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WARWICK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002888
ReturnHeader/Preparer/Name0ANDREW G SHOLES
ReturnHeader/Preparer/Phone04014635600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T12:31:20-07:00

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Filings