Civic Intelligence

The Henriksen Charitable Trust

990PF • Fiscal year 2011 • EIN 06-6460490

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 09, 2012

Organization Profile
9218 Cypress Green DriveRoom/Suite 232256
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$12,053,223

Flat from 2011

Net Assets

$12,053,223

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,015,463

Flat from 2011

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.

$15M$10M$5.0M$0Assets 2010: $12,933,251Liabilities 2010: $0Net Assets 2010: $12,933,2512010Assets 2011: $12,053,223Liabilities 2011: $0Net Assets 2011: $12,053,2232011Assets 2011: $12,053,223Liabilities 2011: $12011Assets 2012: $12,551,083Liabilities 2012: $12012Assets 2013: $11,356,642Liabilities 2013: $0Net Assets 2013: $11,356,6422013Assets 2014: $10,153,612Liabilities 2014: $0Net Assets 2014: $10,153,6122014Assets 2015: $9,562,812Liabilities 2015: $0Net Assets 2015: $9,562,8122015Assets 2016: $9,089,262Liabilities 2016: $0Net Assets 2016: $9,089,2622016Assets 2017: $8,551,691Liabilities 2017: $0Net Assets 2017: $8,551,6912017Assets 2018: $8,147,807Liabilities 2018: $02018Assets 2019: $8,607,152Liabilities 2019: $0Net Assets 2019: $8,606,8812019Assets 2020: $8,370,109Liabilities 2020: $0Net Assets 2020: $8,370,1092020Assets 2021: $8,933,847Liabilities 2021: $0Net Assets 2021: $8,933,8472021Assets 2022: $8,323,876Liabilities 2022: $0Net Assets 2022: $8,323,8762022Assets 2023: $7,980,885Liabilities 2023: $0Net Assets 2023: $7,980,8852023Assets 2024: $7,734,914Liabilities 2024: $0Net Assets 2024: $7,734,9142024

Highlighted filing

2011

Assets$12,053,223
Liabilities$0
Net Assets$12,053,223
Open 2011 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,150,4582010Expenses 2011: $1,015,4632011Revenue 2011: $135,435Expenses 2011: $1,015,463Net Income 2011: -$880,0282011Revenue 2012: $1,123,801Expenses 2012: $1,144,974Net Income 2012: -$21,1732012Revenue 2013: -$301,900Expenses 2013: $892,541Net Income 2013: -$1,194,4412013Revenue 2014: -$502,939Expenses 2014: $700,091Net Income 2014: -$1,203,0302014Revenue 2015: -$222,760Expenses 2015: $368,040Net Income 2015: -$590,8002015Revenue 2016: $45,818Expenses 2016: $519,368Net Income 2016: -$473,5502016Revenue 2017: $106,487Expenses 2017: $644,058Net Income 2017: -$537,5712017Revenue 2018: -$104,882Expenses 2018: $520,841Net Income 2018: -$625,7232018Revenue 2019: $1,118,397Expenses 2019: $659,323Net Income 2019: $459,0742019Revenue 2020: $970,603Expenses 2020: $506,679Net Income 2020: $463,9242020Revenue 2021: $1,460,365Expenses 2021: $408,648Net Income 2021: $1,051,7172021Revenue 2022: -$261,378Expenses 2022: $351,566Net Income 2022: -$612,9442022Revenue 2023: $178,826Expenses 2023: $318,178Net Income 2023: -$139,3522023Revenue 2024: $537,165Expenses 2024: $783,136Net Income 2024: -$245,9712024

Highlighted filing

2011

Revenue-
Expenses$1,015,463
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY S ANDERSONTrusteePT$294,754-$294,754
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY RESCUE MISSIONCHARITY-JACKSONVILLE, FL, US$281,361
Paid GrantWHEATON COLLEGECHARITY-WHEATON, IL, US$150,000
Paid GrantRISE INTERNATIONALCHARITY-WINNETKA, IL, US$80,000
Paid GrantPROJECT MEDSENDCHARITY-STRATFORD, CT, US$50,000
Paid GrantJACKSONVILLE SYMPHONY ORCCHARITY-JACKSONVILLE, FL, US$40,000
Paid GrantCARDINAL SHEEHAN CENTERCHARITY-BRIDGEPORT, CT, US$30,000
Paid GrantCHRISTIAN HERITAGE SCHOOLCHARITY-TRUMBULL, CT, US$25,000
Filing and Contact Details

Filer

EIN
06-6460490
Raw XML AppendixShowing 400 of 565 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-290267
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-880028
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal012053223
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY012933251
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY012053223
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0915604
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0915604
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0915604
IRS990PF/DistributableAmount/MinimumInvestmentReturn0915604
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear012897
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment012897
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment012897
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments012897
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY016284892
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets018590949
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0191989
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities016119838
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0278864
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets02279122
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0915604
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets018312085
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets018590949
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition030.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0294754
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRADLEY S ANDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine109218 CYPRESS GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0JACKSONVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode032256
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0792657
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0792657
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.043286
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.039765
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047079
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.060501
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.042306
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.026777
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets018312085
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1017433407
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2012306553
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3013732219
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4017871895
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5014850858
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0765406
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10693245
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20579383
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30830812
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40756091
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50397659
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.216428
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0765406
IRS990PF/QualifyingDistributions/ExpensesAndContributions0765406
IRS990PF/QualifyingDistributions/QualifyingDistributions0765406
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BRADLEY S ANDERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09047302588
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine109218 CYPRESS GREEN DR STE 2
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0JACKSONVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode032256
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0true
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/PayCompensationToDsqflyPerson0true
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/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1281361
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount240000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount350000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount480000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount525000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CARDINAL SHEEHAN CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CITY RESCUE MISSION

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,053,223
Liabilities
$0
Net assets
$12,053,223
Revenue
-
Expenses
$1,015,463
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.54$0.78$0.25
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.18$0.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.26$0.35$0.61
2021Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$1.46$0.41$1.05
2020Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.97$0.51$0.46
2019Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$1.12$0.66$0.46
2018Summary only. Only limited summary data is available for this year.$8.15$0.00$0.10$0.52$0.63
2017Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.11$0.64$0.54
2016Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.05$0.52$0.47
2015Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.22$0.37$0.59
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$0.70$1.20
2013Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.30$0.89$1.19
2012Summary only. Only limited summary data is available for this year.$12.6$0.00$1.12$1.14$0.02
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.02
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$0.14$1.02$0.88
2010Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.15