Civic Intelligence

The Peter Dartley Charitable Trust

990PF • Fiscal year 2012 • EIN 13-3405097

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 13, 2013

Organization Profile
C/O Pequot Capital Management77 Bedford Road Suite10536
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

55th percentile

1.6%

Faster asset growth than 55% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,407,457

Up $69,506 (+1.6%) from 2011

Net Assets

$4,407,457

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$54,615

Down $53,730 (-50%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,337,951Liabilities 2011: $02011Assets 2012: $4,407,457Liabilities 2012: $0Net Assets 2012: $4,407,4572012Assets 2013: $4,456,089Liabilities 2013: $0Net Assets 2013: $4,456,0892013Assets 2014: $4,403,979Liabilities 2014: $0Net Assets 2014: $4,403,9792014Assets 2015: $4,320,571Liabilities 2015: $0Net Assets 2015: $4,320,5712015Assets 2016: $4,639,901Liabilities 2016: $153,289Net Assets 2016: $4,486,6122016Assets 2017: $4,575,991Liabilities 2017: $36,911Net Assets 2017: $4,539,0802017Assets 2018: $4,651,042Liabilities 2018: $69,318Net Assets 2018: $4,581,7242018Assets 2019: $4,668,732Liabilities 2019: $3,619Net Assets 2019: $4,665,1132019Assets 2020: $4,664,826Liabilities 2020: $0Net Assets 2020: $4,664,8262020Assets 2021: $4,757,712Liabilities 2021: $0Net Assets 2021: $4,757,7122021Assets 2022: $4,280,435Liabilities 2022: $0Net Assets 2022: $4,280,4352022Assets 2023: $3,749,190Liabilities 2023: $0Net Assets 2023: $3,749,1902023Assets 2024: $3,645,574Liabilities 2024: $0Net Assets 2024: $3,645,5742024

Highlighted filing

2012

Assets$4,407,457
Liabilities$0
Net Assets$4,407,457
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500K-$1.0MRevenue 2011: -$795,422Expenses 2011: $108,345Net Income 2011: -$903,7672011Expenses 2012: $54,6152012Revenue 2013: $102,135Expenses 2013: $51,503Net Income 2013: $50,6322013Revenue 2014: $83,615Expenses 2014: $133,725Net Income 2014: -$50,1102014Revenue 2015: $91,362Expenses 2015: $172,770Net Income 2015: -$81,4082015Revenue 2016: $283,428Expenses 2016: $117,387Net Income 2016: $166,0412016Revenue 2017: $281,468Expenses 2017: $229,000Net Income 2017: $52,4682017Revenue 2018: $378,582Expenses 2018: $238,712Net Income 2018: $139,8702018Revenue 2019: $212,366Expenses 2019: $263,998Net Income 2019: -$51,6322019Revenue 2020: $33,533Expenses 2020: $214,473Net Income 2020: -$180,9402020Revenue 2021: $315,011Expenses 2021: $367,783Net Income 2021: -$52,7722021Revenue 2022: $269,153Expenses 2022: $344,212Net Income 2022: -$75,0592022Revenue 2023: -$270,287Expenses 2023: $392,972Net Income 2023: -$663,2592023Revenue 2024: $123,959Expenses 2024: $227,126Net Income 2024: -$103,1672024

Highlighted filing

2012

Revenue-
Expenses$54,615
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER DARTLEYTrustee-$0--
KAREN DARTLEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLawai International CenterTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityLihue, HI, US$15,000
Paid GrantHarlem Children's ZoneTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityNew York, NY, US$10,000
Paid GrantSpecial Operations FundsTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityArlington, VA, US$10,000
Paid GrantThe Sunshine Kids FoundationTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityHartford, CT, US$5,000
Paid GrantBoy Scouts of America Michigan Crossroads CouncilTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityDetroit, MI, US$2,500
Paid GrantLeadrership Public SchoolsTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charityRichmond, CA, US$1,500
Paid GrantCT ChallengeTO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.public charitySouthport, CT, US$1,000
Filing and Contact Details

Filer

EIN
13-3405097
Raw XML Appendix340 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount09315
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps04658
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome04658
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount085780
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GrossProfitLossSalesOfInvntry/ExclusionAmount041503
IRS990PF/AnalysisIncomeProducingActy/GrossProfitLossSalesOfInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0127283
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0127283
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps04658
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04658
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss09315
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm041503
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm085780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss085780
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses072668
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0266021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss041503
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0122625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps049958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss054615
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0127283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0127283
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04958
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09615
IRS990PF/BalanceSheets/CapitalStockBOY0191059
IRS990PF/BalanceSheets/CapitalStockEOY0191059
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY01705550
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01481032
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV02029733
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY04146892
IRS990PF/BalanceSheets/RetainedEarningsEOY04216398
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02632401
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02926425
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02926425
IRS990PF/BalanceSheets/TotalAssetsBOY04337951
IRS990PF/BalanceSheets/TotalAssetsEOY04407457
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04956158
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04337951
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04407457
IRS990PF/BalanceSheets/TotalNetAssetsBOY04337951
IRS990PF/BalanceSheets/TotalNetAssetsEOY04407457
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome041503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis048985
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis157531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2118002
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01988-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11998-05-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21998-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US TREASURY BOND 9.125% DUE 5/15/18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1US TREASURY BOND 7.25% DUE 5/15/2016
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2US TREASURY BOND 7.25% DUE 5/15/2016
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss025180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29902
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses025180
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses29902
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice074165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice163952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2127904
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses072668
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases03162
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04410619
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04337951
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04407457
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0242390
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0242390
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0242390
IRS990PF/DistributableAmount/MinimumInvestmentReturn0244843
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02453
IRS990PF/DistributableAmount/TotalTax02453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0544
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0544
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02453
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04956158
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04971433
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02928901
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02042532
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable074571
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0244843
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04896862
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04971433
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER DARTLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KAREN DARTLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O PEQUOT CAPITAL MANAGEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O PEQUOT CAPITAL MANAGEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Katonah
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Katonah
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010536
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110536
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0389910
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0388684
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.079374
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.02263
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.089777
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.024817
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.127514
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.132132
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets04896862
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear104682633
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203953651
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305128666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear406013222
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear507024690
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01226
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions049958
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10105970
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20354948
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30127276
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40766767
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50928185
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.39687
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions049958
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions049958
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions049958
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PETER DARTLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02124221000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1077 BEDFORD ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Katonah
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010536
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0PETER DARTLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount510000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount615000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10The Sunshine Kids Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Boy Scouts of America Michigan Crossroads Council
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CT Challenge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Leadrership Public Schools
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Harlem Children's Zone
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Special Operations Funds
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Lawai International Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6public charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6no relationship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102 Hartford Square West
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111776 West Warren Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12250 Pequot Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13251 S 12th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1435 East 125th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15901 North Stuart Street Suite 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine163343 Kanakolu St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20146 Wyllys St Suite 2-210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Hartford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Detroit
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Southport
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Richmond
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Arlington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Lihue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6HI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode148208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206890
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode394804
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode522203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode696766
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear045000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear049958
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0242390
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20161009
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40478524
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50457195
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0192432
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0192432
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50264763
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0639533
IRS990PF/UndistributedIncome/ExcessFromYear20161009
IRS990PF/UndistributedIncome/ExcessFromYear40478524
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions049958
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0904296
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01096728
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount03120
OtherDecreasesSchedule/OtherDecreases/Amount142
OtherDecreasesSchedule/OtherDecreases/Description0FEDERAL INCOME TAX
OtherDecreasesSchedule/OtherDecreases/Description1PENALTY
OtherExpensesSchedule/OtherExpenses/Description0SERVICE FEE
OtherExpensesSchedule/OtherExpenses/Description1BANK FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0260
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps140
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0260
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks140
OtherIncomeSchedule2/OtherIncome/Description0Other income
TaxesSchedule/Taxes/Category0FINANCIAL AGENT
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0133405097
ReturnHeader/Filer/InCareOfName0% PETER DARTLEY
ReturnHeader/Filer/Name/BusinessNameLine10THE PETER DARTLEY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0PETE
ReturnHeader/Filer/USAddress/AddressLine10C/O PEQUOT CAPITAL MANAGEMENT
ReturnHeader/Filer/USAddress/AddressLine2077 Bedford Road Suite
ReturnHeader/Filer/USAddress/City0Katonah
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010536
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-13
ReturnHeader/Officer/Name0Peter Dartley
ReturnHeader/Officer/Phone02124221000
ReturnHeader/Officer/Title0Managing Member
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRANT THORNTON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1060 BROAD STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100042306
ReturnHeader/Preparer/Phone02124221000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-20T12:29:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,407,457
Liabilities
$0
Net assets
$4,407,457
Revenue
-
Expenses
$54,615
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.12$0.23$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.27$0.39$0.66
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.27$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.32$0.37$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.03$0.21$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.21$0.26$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.65$0.07$4.58$0.38$0.24$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.04$4.54$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.15$4.49$0.28$0.12$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.10$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.05
2011Summary only. Only limited summary data is available for this year.$4.34$0.00$0.80$0.11$0.90