Civic Intelligence

The Arnold M Albero Charitable Trust

990PF • Fiscal year 2018 • EIN 06-1356530

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

Organization Profile
100 Donald LaneManchester Center, VT 05255

(802) 362-5449

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$40,547

Flat from 2018

Net Assets

Flat

$40,547

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$5,239

Flat from 2018

Expenses

Flat

$2,917

Flat from 2018

Net Income

Flat

$2,322

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $29,821Liabilities 2011: $02011Assets 2012: $30,399Liabilities 2012: $02012Assets 2013: $30,435Liabilities 2013: $02013Assets 2014: $32,629Liabilities 2014: $02014Assets 2015: $34,888Liabilities 2015: $02015Assets 2016: $37,789Liabilities 2016: $0Net Assets 2016: $37,7892016Assets 2018: $40,547Liabilities 2018: $0Net Assets 2018: $40,5472018Assets 2018: $40,547Liabilities 2018: $0Net Assets 2018: $40,5472018Assets 2019: $40,876Liabilities 2019: $0Net Assets 2019: $40,8762019Assets 2020: $40,736Liabilities 2020: $12020Assets 2021: $41,983Liabilities 2021: $1Net Assets 2021: $41,9822021Assets 2022: $44,823Liabilities 2022: $1Net Assets 2022: $44,8232022Assets 2023: $46,994Liabilities 2023: $12023

Highlighted filing

2018

Assets$40,547
Liabilities$0
Net Assets$40,547
Open 2018 Filing

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $2,650Expenses 2011: $1,048Net Income 2011: $1,6022011Revenue 2012: $1,500Expenses 2012: $2,000Net Income 2012: -$5002012Revenue 2013: $1,500Expenses 2013: $2,584Net Income 2013: -$1,0842013Revenue 2014: $3,100Expenses 2014: $2,072Net Income 2014: $1,0282014Revenue 2015: $2,925Expenses 2015: $1,528Net Income 2015: $1,3972015Revenue 2016: $22,117Expenses 2016: $3,000Net Income 2016: $19,1172016Revenue 2018: $5,239Expenses 2018: $2,917Net Income 2018: $2,3222018Revenue 2018: $5,239Expenses 2018: $2,917Net Income 2018: $2,3222018Revenue 2019: $4,274Expenses 2019: $3,945Net Income 2019: $3292019Revenue 2020: $4,675Expenses 2020: $4,479Net Income 2020: $1962020Revenue 2021: $5,252Expenses 2021: $4,006Net Income 2021: $1,2462021Revenue 2022: $5,933Expenses 2022: $2,967Net Income 2022: $2,9662022Revenue 2023: $5,645Expenses 2023: $3,474Net Income 2023: $2,1712023

Highlighted filing

2018

Revenue$5,239
Expenses$2,917
Net Income$2,322
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna Albero-EspositoTrustee-$0--
Lucile Albero-KocurTrustee-$0--
Elaine Albero-MossTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Scholarship for College-Pelham, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
The Arnold M Albero Charitable Trust
EIN
06-1356530
Phone
8023625449
Address
100 Donald Lane, Manchester Center, VT 05255

Signing Officer

Name
Donna Albero-Esposito
Title
Trustee
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Joseph A Wagner CPA PLLC
Address
844 East Manchester Rd, Manchester Center, VT 05255
Preparer
Joseph A Wagner
Phone
8023629086
Raw XML Appendix262 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donna Albero-Esposito
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lucile Albero-Kocur
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elaine Albero-Moss
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TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Albero-Esposito
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Arnold M Albero Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ARNO
ReturnHeader/Filer/EIN0061356530
ReturnHeader/Filer/PhoneNum08023625449
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Donald Lane
ReturnHeader/Filer/USAddress/CityNm0Manchester Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472528349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph A Wagner CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0844 East Manchester Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manchester Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005255
ReturnHeader/PreparerPersonGrp/PhoneNum08023629086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Wagner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-30T11:48:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,547
Liabilities
$0
Net assets
$40,547
Revenue
$5,239
Expenses
$2,917
Net income
$2,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$47.0$0.00$5.65$3.47$2.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$5.93$2.97$2.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$5.25$4.01$1.25
2020Detailed filing. Detailed filing data is available for this year.$40.7$0.00$4.68$4.48$0.20
2019Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$4.27$3.95$0.33
2018Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$5.24$2.92$2.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.00$40.5$5.24$2.92$2.32
2017Detailed filing. Detailed filing data is available for this year.
2016Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$22.1$3.00$19.1
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$2.93$1.53$1.40
2014Summary only. Only limited summary data is available for this year.$32.6$0.00$3.10$2.07$1.03
2013Summary only. Only limited summary data is available for this year.$30.4$0.00$1.50$2.58$1.08
2012Summary only. Only limited summary data is available for this year.$30.4$0.00$1.50$2.00$0.50
2011Summary only. Only limited summary data is available for this year.$29.8$0.00$2.65$1.05$1.60