Civic Intelligence

The Kobren Family Charitable Trust

EIN 04-6885196 • Sarasota, FL

50 Central Avenue Eighth FloorSarasota, FL 34236
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2627%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-59%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$111,335

Down $163,299 (-59%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$111,335

Down $163,299 (-59%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$6,215

Down $2,239 (-26%) from 2023

Expenses

Up

$169,514

Up $94,219 (+125%) from 2023

Net Income

Down

-$163,299

Down $96,458 (-144%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,482,679Liabilities 2011: $02011Assets 2012: $2,377,369Liabilities 2012: $02012Assets 2013: $2,279,871Liabilities 2013: $02013Assets 2014: $1,683,544Liabilities 2014: $02014Assets 2015: $1,611,916Liabilities 2015: $02015Assets 2019: $701,705Liabilities 2019: $0Net Assets 2019: $701,7052019Assets 2020: $489,997Liabilities 2020: $0Net Assets 2020: $489,9972020Assets 2021: $418,115Liabilities 2021: $0Net Assets 2021: $418,1152021Assets 2022: $341,475Liabilities 2022: $0Net Assets 2022: $341,4752022Assets 2023: $274,634Liabilities 2023: $0Net Assets 2023: $274,6342023Assets 2024: $111,335Liabilities 2024: $0Net Assets 2024: $111,3352024

Highlighted filing

2024

Assets$111,335
Liabilities$0
Net Assets$111,335
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $320,610Expenses 2011: $318,625Net Income 2011: $1,9852011Revenue 2012: $130,276Expenses 2012: $235,586Net Income 2012: -$105,3102012Revenue 2013: $216,997Expenses 2013: $153,470Net Income 2013: $63,5272013Revenue 2014: $217Expenses 2014: $596,544Net Income 2014: -$596,3272014Revenue 2015: $237,716Expenses 2015: $309,344Net Income 2015: -$71,6282015Revenue 2019: $14,605Expenses 2019: $30,800Net Income 2019: -$16,1952019Revenue 2020: -$137,793Expenses 2020: $73,915Net Income 2020: -$211,7082020Revenue 2021: $44Expenses 2021: $71,926Net Income 2021: -$71,8822021Revenue 2022: $2,395Expenses 2022: $79,035Net Income 2022: -$76,6402022Revenue 2023: $8,454Expenses 2023: $75,295Net Income 2023: -$66,8412023Revenue 2024: $6,215Expenses 2024: $169,514Net Income 2024: -$163,2992024

Highlighted filing

2024

Revenue$6,215
Expenses$169,514
Net Income-$163,299
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,335
Liabilities
$0
Net assets
$111,335
Revenue
$6,215
Expenses
$169,514
Net income
-$163,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.17$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.14$0.07$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.01$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$1.61$0.00$0.24$0.31$0.07
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.00$0.60$0.60
2013Summary only. Only limited summary data is available for this year.$2.28$0.00$0.22$0.15$0.06
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.13$0.24$0.11
2011Summary only. Only limited summary data is available for this year.$2.48$0.00$0.32$0.32$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE-ANNE B FRANOTrustee-$0--
CATHERINE S KOBRENTrustee-$0--
ERIC M KOBRENFoundation Mgr.-$0--
Filing and Contact Details

Filer

Filer Name
The Kobren Family Charitable Trust
EIN
04-6885196
Address
50 CENTRAL AVENUE EIGHTH FLOOR, SARASOTA, FL 34236

Signing Officer

Name
Rose-anne B Frano
Title
Trustee
Signed
2025-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Piper Hawkins & Company
Address
330 S Pineapple Ave Ste106, Sarasota, FL 34236
Preparer
John M Sarris CPA CVA
Phone
9413661040
Raw XML Appendix257 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010035
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042599
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0363945
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0156050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058186
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042599
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0166085
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0156050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0363945
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207895
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE-ANNE B FRANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KOBREN FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KOBR
ReturnHeader/Filer/EIN0046885196
ReturnHeader/Filer/USAddress/AddressLine1Txt050 CENTRAL AVENUE EIGHTH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592966588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Piper Hawkins & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 S Pineapple Ave Ste106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09413661040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Sarris CPA CVA
ReturnHeader/ReturnTs02025-06-11T13:28:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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