Civic Intelligence

Lawrence H Bernstein Foundation Trust

990PF • Fiscal year 2012 • EIN 04-6773334

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 26, 2013

121 Frenchs Road05091
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$17,336

Flat from 2012

Net Assets

$17,336

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

$525

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.

$20K$15K$10K$5.0K$0Assets 2010: $19,492Liabilities 2010: $0Net Assets 2010: $19,4922010Assets 2011: $16,986Liabilities 2011: $0Net Assets 2011: $16,9862011Assets 2012: $17,336Liabilities 2012: $0Net Assets 2012: $17,3362012Assets 2012: $17,336Liabilities 2012: $12012Assets 2013: $16,971Liabilities 2013: $0Net Assets 2013: $16,9712013Assets 2014: $17,990Liabilities 2014: $0Net Assets 2014: $17,9902014Assets 2015: $1,050Liabilities 2015: $0Net Assets 2015: $1,0502015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$17,336
Liabilities$0
Net Assets$17,336

Operations Trend

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

$50K$0-$50KExpenses 2010: $8592010Expenses 2011: $3,2602011Expenses 2012: $5252012Revenue 2012: $875Expenses 2012: $525Net Income 2012: $3502012Revenue 2013: $1,510Expenses 2013: $1,875Net Income 2013: -$3652013Revenue 2014: $1,622Expenses 2014: $535Net Income 2014: $1,0872014Revenue 2015: $1,218Expenses 2015: $49,035Net Income 2015: -$47,8172015Revenue 2016: $0Expenses 2016: $1,050Net Income 2016: -$1,0502016

Highlighted filing

2012

Revenue-
Expenses$525
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 26, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE H BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6773334
Raw XML Appendix216 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
GeneralExplanationAttachment/GeneralExplanation/Explanation0INDIVIDUAL RESPONSIBLE FOR CUSTODY OF FUNDS: ROBERT MANN, 146 CLIFFORD ST PROVIDENCE RI 02903 INDIVIDUAL RESPONSIBLE FOR DISBURSEMENT OF FUNDS/AUTHORIZED TO SIGN CHECKS: LAWRENCE H. BERNSTEIN, 3204 FRENCH'S ROAD, WOODSTOCK VT 05091 INDIVIDUAL RESPONSIBLE FOR FUND RAISING: LAWRENCE H. BERNSTEIN, 3204 FRENCH'S ROAD, WOODSTOCK VT 05091 INDIVIDUAL RESPONSIBLE FOR CUSTODY OF FINANCIAL RECORDS: ROBERT MANN, 146 CLIFFORD ST PROVIDENCE RI 02903
GeneralExplanationAttachment/GeneralExplanation/Identifier0ATTACHMENT TO FORM PC, PAGE 4, LINE 18
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08202
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11526
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV025100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV117983
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Exxon Mobil Corp: 290
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Monsanto Co New COM: 190
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0875
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02342
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02342
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02342
IRS990PF/DistributableAmount/MinimumInvestmentReturn02360
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome018
IRS990PF/DistributableAmount/TotalTax018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear020
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0198
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0218
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0236
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY050691
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets047922
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07433
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities040489
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0719
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02360
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets047203
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets047922
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LAWRENCE H BERNSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10121 FRENCHS ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WOODSTOCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode005091
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct08829
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets08820
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.186856
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.057429
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.050166
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.449290
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.377395
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets047203
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1045709
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2044039
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3019934
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4029491
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5038000
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome09
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102625
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4013250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014341
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.934280
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LAWRENCE BERNSTEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08024578169
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103204 FRENCHS ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WOODSTOCK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode005091
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/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
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/DistributableAmountAsAdjusted02342
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102625
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4013250
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5014642
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014642
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016875
IRS990PF/UndistributedIncome/ExcessFromYear102625
IRS990PF/UndistributedIncome/ExcessFromYear301000
IRS990PF/UndistributedIncome/ExcessFromYear4013250
IRS990PF/UndistributedIncome/TotalCorpus031517
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover031517
IRS990PF/UndistributedIncome/UndistributedIncomeCY02342
OtherExpensesSchedule/OtherExpenses/Description0Other Fees
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046773334
ReturnHeader/Filer/Name/BusinessNameLine10LAWRENCE H BERNSTEIN FOUNDATION TRUST
ReturnHeader/Filer/NameControl0LAWR
ReturnHeader/Filer/Phone08024578169
ReturnHeader/Filer/USAddress/AddressLine10121 FRENCHS ROAD
ReturnHeader/Filer/USAddress/City0WOODSTOCK
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005091
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-26
ReturnHeader/Officer/Name0LAWRENCE BERNSTEIN
ReturnHeader/Officer/Phone08024578169
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JANICE GRAHAM & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1068 PLEASANT ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOODSTOCK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0050911125
ReturnHeader/Preparer/Name0JANICE C GRAHAM CPA
ReturnHeader/Preparer/Phone08024574644
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-26T08:44:20-07:00

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Filings