Civic Intelligence

Marian Schwartz Family Foundation Trust

990PF • Fiscal year 2012 • EIN 05-6080363

Jan 01, 2012 to Dec 31, 2012 • Filed on Jan 14, 2013

40 Minnesota Avenue02886
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$122,919

Flat from 2012

Net Assets

$122,919

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

$7,554

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 2010: $148,491Liabilities 2010: $945Net Assets 2010: $147,5462010Assets 2011: $127,510Liabilities 2011: $250Net Assets 2011: $127,2602011Assets 2012: $122,919Liabilities 2012: $0Net Assets 2012: $122,9192012Assets 2012: $122,919Liabilities 2012: $12012Assets 2013: $118,680Liabilities 2013: $0Net Assets 2013: $118,6802013Assets 2014: $89,674Liabilities 2014: $0Net Assets 2014: $89,6742014Assets 2015: $78,886Liabilities 2015: $0Net Assets 2015: $78,8862015Assets 2016: $73,547Liabilities 2016: $0Net Assets 2016: $73,5472016Assets 2017: $70,158Liabilities 2017: $0Net Assets 2017: $70,1582017Assets 2018: $64,730Liabilities 2018: $0Net Assets 2018: $64,7302018Assets 2019: $62,916Liabilities 2019: $0Net Assets 2019: $62,9162019Assets 2020: $59,283Liabilities 2020: $0Net Assets 2020: $59,2832020Assets 2021: $84,080Liabilities 2021: $0Net Assets 2021: $84,0802021Assets 2022: $81,751Liabilities 2022: $0Net Assets 2022: $81,7512022Assets 2023: $68,304Liabilities 2023: $0Net Assets 2023: $68,3042023Assets 2024: $66,535Liabilities 2024: $0Net Assets 2024: $66,5352024Assets 2025: $62,549Liabilities 2025: $0Net Assets 2025: $62,5492025

Highlighted filing

2012

Assets$122,919
Liabilities$0
Net Assets$122,919

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $7,6602010Expenses 2011: $7,0112011Expenses 2012: $7,5542012Revenue 2012: $3,213Expenses 2012: $7,554Net Income 2012: -$4,3412012Revenue 2013: $1,875Expenses 2013: $6,114Net Income 2013: -$4,2392013Revenue 2014: -$22,709Expenses 2014: $6,297Net Income 2014: -$29,0062014Revenue 2015: -$5,591Expenses 2015: $5,197Net Income 2015: -$10,7882015Revenue 2016: $1,125Expenses 2016: $6,464Net Income 2016: -$5,3392016Revenue 2017: $2,061Expenses 2017: $5,450Net Income 2017: -$3,3892017Revenue 2018: $2,418Expenses 2018: $7,846Net Income 2018: -$5,4282018Revenue 2019: $2,454Expenses 2019: $4,268Net Income 2019: -$1,8142019Revenue 2020: $1,965Expenses 2020: $5,598Net Income 2020: -$3,6332020Revenue 2021: $30,678Expenses 2021: $5,881Net Income 2021: $24,7972021Revenue 2022: $3,995Expenses 2022: $6,324Net Income 2022: -$2,3292022Revenue 2023: -$7,127Expenses 2023: $6,320Net Income 2023: -$13,4472023Revenue 2024: $4,423Expenses 2024: $6,192Net Income 2024: -$1,7692024Revenue 2025: $1,805Expenses 2025: $5,814Net Income 2025: -$4,0092025

Highlighted filing

2012

Revenue-
Expenses$7,554
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jan 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK POMERANZTrustee-$0--
LYNNE ROBERTSTrustee-$0--
JOEL POMERANZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MEDICAL ASSISTANCE501C3CRANSTON, RI, US$2,245
Paid Grant-ANIMAL PROTECTION501C3DUKE, NM, US$700
Paid Grant-ANIMAL WELFARE501C3CERRILLOS, NM, US$500
Paid Grant-CHILDRENS EDUCAITON501C3CRANSTON, RI, US$500
Paid Grant-MEDICAL ASSISTANCE501C3TRIANGLE, VA, US$330
Paid Grant-MEDICAL ASSITANCE501C3CRANSTON, RI, US$100
Paid Grant-ANIMAL WELFARE501C3LANTRY, SD, US$100
Paid Grant-ANIMAL PROTECTION501C3LOVELL, WY, US$100
Paid Grant-MEDICAL SUPPORT501C3CRANSTON, RI, US$75
Paid Grant-ANIMAL WELFARE501C3WASHINGTON, DC, US$53
Paid Grant-ANIMAL WELFARE501C3HILLS BOROUGH, NC, US$50
Paid Grant-ANIMAL WELFARE501C3WASHINGTON, DC, US$50
Paid Grant-ANIMAL WELFARE501C3KANAB, UT, US$50
Paid Grant-HISTORICAL MUSEUM501C3EAST GREENWICH, RI, US$50
Paid Grant-VETERANS501C3HOOKSETT, NH, US$50
Paid Grant-ANIMAL PROTECTION501C3SANTA FE, NM, US$50
Paid Grant-ANIMAL WELFARE501C3SANTA FE, NM, US$25
Paid Grant-WILDLIFE PROTECTION501C3NEW YORK, NY, US$25
Paid Grant-CHILDRENS EDUCATION501C3CRANSTON, RI, US$25
Filing and Contact Details

Filer

EIN
05-6080363
Raw XML AppendixShowing 400 of 627 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/BalanceSheets/TotalAssetsEOY0122919
IRS990PF/BalanceSheets/TotalAssetsEOYFMV090106
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0250
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0127510
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0122919
IRS990PF/BalanceSheets/TotalNetAssetsBOY0127260
IRS990PF/BalanceSheets/TotalNetAssetsEOY0122919
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0284
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4341
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0122919
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0127260
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0122919
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04512
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04512
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04512
IRS990PF/DistributableAmount/MinimumInvestmentReturn04529
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome017
IRS990PF/DistributableAmount/TotalTax017
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax017
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal017
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome017
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue017
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY090106
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets091959
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities091959
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01379
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04529
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets090580
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets091959
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JACK POMERANZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LYNNE ROBERTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOEL POMERANZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1040 MINNESOTA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1140 MINNESOTA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1240 MINNESOTA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WARWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WARWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WARWICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2RI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002886
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102886
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202886
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03967
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03950
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.043608
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045728
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050549
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.036086
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049196
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.036480
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets090580
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1097073
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2096520
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3089842
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40105395
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50122669
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome017
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05078
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear104439
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204879
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303242
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear405185
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504475
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.218039
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05061
IRS990PF/QualifyingDistributions/ExpensesAndContributions05078
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm017
IRS990PF/QualifyingDistributions/QualifyingDistributions05078
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JACK POMERANZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04012744444
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1040 MINNESOTA AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WARWICK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0RI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002886
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0RI
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/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER OR PRINTED REQUEST IDENTIFYING ORGANIZATION AND CHARIABLE PURPOSE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JACK POMERANZ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1040 MINNESOTA AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WARWICK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002886
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE QUALIFIED CHARITABLE PURPOSE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.07$0.06$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.31$0.06$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.02$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.23$0.06$0.29
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.06$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.03$0.08$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.27$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.48$0.08