Civic Intelligence

Irving & Natalie Dinnerman Charitable Trust

990PF • Fiscal year 2011 • EIN 04-6548076

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

PO Box 24931620
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$92,729

Flat from 2011

Net Assets

$91,395

No earlier filing loaded for comparison.

Liabilities

Flat

$1,334

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,614

Flat from 2011

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 2010: $89,602Liabilities 2010: $1,297Net Assets 2010: $88,3052010Assets 2011: $92,729Liabilities 2011: $1,334Net Assets 2011: $91,3952011Assets 2011: $92,729Liabilities 2011: $1,3342011Assets 2012: $94,633Liabilities 2012: $1,310Net Assets 2012: $93,3232012Assets 2013: $98,044Liabilities 2013: $1,365Net Assets 2013: $96,6792013Assets 2014: $100,162Liabilities 2014: $1,298Net Assets 2014: $98,8642014Assets 2015: $101,245Liabilities 2015: $1,307Net Assets 2015: $99,9382015Assets 2016: $104,121Liabilities 2016: $1,359Net Assets 2016: $102,7622016Assets 2017: $104,195Liabilities 2017: $1,298Net Assets 2017: $102,8972017Assets 2018: $106,244Liabilities 2018: $1,362Net Assets 2018: $104,8822018Assets 2019: $109,267Liabilities 2019: $1,368Net Assets 2019: $107,8992019Assets 2020: $107,937Liabilities 2020: $87Net Assets 2020: $107,8502020Assets 2021: $107,986Liabilities 2021: $71Net Assets 2021: $107,9152021Assets 2022: $103,581Liabilities 2022: $79Net Assets 2022: $103,5022022Assets 2023: $101,440Liabilities 2023: $69Net Assets 2023: $101,3712023Assets 2024: $101,428Liabilities 2024: $70Net Assets 2024: $101,3582024

Highlighted filing

2011

Assets$92,729
Liabilities$1,334
Net Assets$91,395

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $2,0972010Expenses 2011: $1,6142011Revenue 2011: $4,704Expenses 2011: $1,614Net Income 2011: $3,0902011Expenses 2012: $1,5902012Revenue 2013: $6,237Expenses 2013: $2,635Net Income 2013: $3,6022013Revenue 2014: $5,753Expenses 2014: $3,568Net Income 2014: $2,1852014Revenue 2015: $6,666Expenses 2015: $5,592Net Income 2015: $1,0742015Revenue 2016: $5,953Expenses 2016: $3,129Net Income 2016: $2,8242016Revenue 2017: $5,815Expenses 2017: $5,680Net Income 2017: $1352017Revenue 2018: $6,122Expenses 2018: $4,137Net Income 2018: $1,9852018Revenue 2019: $6,397Expenses 2019: $3,643Net Income 2019: $2,7542019Revenue 2020: $5,572Expenses 2020: $5,621Net Income 2020: -$492020Revenue 2021: $5,136Expenses 2021: $5,071Net Income 2021: $652021Revenue 2022: $5,681Expenses 2022: $10,094Net Income 2022: -$4,4132022Revenue 2023: $4,952Expenses 2023: $7,084Net Income 2023: -$2,1322023Revenue 2024: $5,557Expenses 2024: $5,570Net Income 2024: -$132024

Highlighted filing

2011

Revenue-
Expenses$1,614
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE LIPSONTrustee-$0--
MICHAEL HEBERTTrustee-$0--
TAMMIE HEBERTTrustee-$0--
MICHAEL DINNERMANTrustee-$0--
MARVIN BROOMBERGTrustee-$0--
DEBBIE BROOMBERGTrustee-$0--
ROY SOBELSONTrustee-$0--
BONNIE SOBELSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALEB ATKINSONEDUCATION-ADEL, GA, US$1,000
Paid GrantANDREW HOLCOMBEDUCATION-ADEL, GA, US$500
Filing and Contact Details

Filer

EIN
04-6548076
Raw XML AppendixShowing 400 of 404 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12398.254 SHARES LMP CAP & INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21039.390 SHARES MERRILL LYNCH CAPITAL TR 6.45%
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0NATALIE LIPSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MICHAEL HEBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2TAMMIE HEBERT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5DEBBIE BROOMBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6ROY SOBELSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7BONNIE SOBELSON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine125842 AUDUBON MANOR BLVD
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0KANE AND KANE CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05086757821
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10260 NORTH MAIN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FALL RIVER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002720
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0GA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals01
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICANTS SHOULD REQUEST APPLICATIONS FROM THE ABOVE OFFICE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0TRUSTEES OF THE IRVING AND NATALIE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02298964043
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10300 NEWTON AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ADEL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0GA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode031620
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RECIPIENTS MUST BE RESIDENTS OF COOK COUNTY, GA AND MUST BE A STUDENT WHO INTENDS TO ENROLL OR IS CURENTLY ENROLLED AS A FULL TIME STUDENT IN AN ACCREDITED COLLEGE OR UNIVERSITY QUALIFYING AS AN EDUCATIONAL INSTITUTION UNDER THE INTERNAL REVENUE CODE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CALEB ATKINSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ANDREW HOLCOMB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10610 COXSTILL RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111504 PEBBLEWOOD DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ADEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ADEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode031620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode131620
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01500
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04324
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301335
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401805
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear502666
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02824
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02824
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02982
IRS990PF/UndistributedIncome/ExcessFromYear301335
IRS990PF/UndistributedIncome/ExcessFromYear401647
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02982
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover05806
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0807
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1292
OtherIncomeSchedule2/OtherIncome/Description0MORGAN STANLEY SMITH BARNEY
OtherIncomeSchedule2/OtherIncome/Description1STIFEL NICOLAUS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0807
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1292
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0807
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1292
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue077
OtherLiabilitiesSchedule/OtherLiabilities/Description0FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue094
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount020
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ADVERTISING
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount094
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046548076
ReturnHeader/Filer/Name/BusinessNameLine10IRVING & NATALIE DINNERMAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0DINN
ReturnHeader/Filer/Phone09128964043
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 249
ReturnHeader/Filer/USAddress/City0ADEL
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode031620
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0MICHAEL DINNERMAN
ReturnHeader/Officer/Phone09128964043
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-15
ReturnHeader/PreparerFirm/EIN0042531736
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KANE AND KANE INC CPA'S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10260 NORTH MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FALL RIVER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002720
ReturnHeader/Preparer/Name0DARLENE BERMAN CPA
ReturnHeader/Preparer/Phone05086757821
ReturnHeader/ReturnType0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.10$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.06$0.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.01$1.05$0.06$0.04$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.01$1.03$0.06$0.06$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.01$1.03$0.06$0.03$0.03
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.01$0.01$1.00$0.07$0.06$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.00$0.01$0.99$0.06$0.04$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.98$0.01$0.97$0.06$0.03$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.93$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.91$0.02
2011Summary only. Only limited summary data is available for this year.$0.93$0.01$0.05$0.02$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.88$0.02