Civic Intelligence

The Paul Rand Charitable Trust Co Marion S Rand

990PF • Fiscal year 2018 • EIN 06-6433890

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
PO Box 333Guilford, CT 06437

(203) 535-6742

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,187,607

Flat from 2018

Net Assets

Flat

$2,187,332

Flat from 2018

Liabilities

Flat

$275

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,289,618

Flat from 2018

Expenses

Flat

$15,710

Flat from 2018

Net Income

Flat

$2,273,908

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1Liabilities 2010: $02010Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $2,187,607Liabilities 2018: $275Net Assets 2018: $2,187,3322018Assets 2018: $2,187,607Liabilities 2018: $275Net Assets 2018: $2,187,3322018Assets 2019: $6,919,107Liabilities 2019: $0Net Assets 2019: $6,919,1072019Assets 2020: $5,928,271Liabilities 2020: $0Net Assets 2020: $5,928,2712020Assets 2021: $5,784,382Liabilities 2021: $0Net Assets 2021: $5,784,3822021Assets 2022: $5,329,441Liabilities 2022: $0Net Assets 2022: $5,329,4412022Assets 2023: $5,574,707Liabilities 2023: $12023

Highlighted filing

2018

Assets$2,187,607
Liabilities$275
Net Assets$2,187,332
Open 2018 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1Expenses 2010: $0Net Income 2010: $12010Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $2,289,618Expenses 2018: $15,710Net Income 2018: $2,273,9082018Revenue 2018: $2,289,618Expenses 2018: $15,710Net Income 2018: $2,273,9082018Revenue 2019: $4,560,913Expenses 2019: $148,502Net Income 2019: $4,412,4112019Revenue 2020: -$570,506Expenses 2020: $418,661Net Income 2020: -$989,1672020Revenue 2021: $341,801Expenses 2021: $482,172Net Income 2021: -$140,3712021Revenue 2022: $102,628Expenses 2022: $552,301Net Income 2022: -$449,6732022Revenue 2023: $742,650Expenses 2023: $493,466Net Income 2023: $249,1842023

Highlighted filing

2018

Revenue$2,289,618
Expenses$15,710
Net Income$2,273,908
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J KLEINTrusteePT$9,755-$9,755
Filing and Contact Details

Filer

Filer Name
The Paul Rand Charitable Trust
EIN
06-6433890
Phone
2035356742
Address
PO BOX 333, GUILFORD, CT 06437

Signing Officer

Name
Richard Klein
Title
Trustee
Phone
2035356742
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
ONE HAMDEN CTR 2319 WHITNEY AVE STE, 2A, HAMDEN, CT 06518
Preparer
Laurie Platner
Phone
2033972525
Raw XML Appendix331 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/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01335
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01335
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt066161
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF MARION RAND
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 40
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GUILFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006437
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02267849
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt080079
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16497
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DISALLOWED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0P.O. BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03267
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02380
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ESTATE OF MARION RAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 40
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GUILFORD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006437
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02035356742
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAUL RAND CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD KLEIN
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0066433890
ReturnHeader/Filer/PhoneNum02035356742
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 333
ReturnHeader/Filer/USAddress/CityNm0GUILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006437
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BAE64C671D50B276D376EC8AEEABAB917A9DA138
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId032D662B0929BFB3A0BDF8B959DF855639DA6A16A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.102.153
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:41:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HAMDEN CTR 2319 WHITNEY AVE STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt02A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02033972525
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE PLATNER
ReturnHeader/ReturnTs02019-05-15T09:03:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,187,607
Liabilities
$275
Net assets
$2,187,332
Revenue
$2,289,618
Expenses
$15,710
Net income
$2,273,908
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.$5.57$0.00$0.74$0.49$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.10$0.55$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.34$0.48$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.57$0.42$0.99
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$4.56$0.15$4.41
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.29$0.02$2.27
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.29$0.02$2.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00