Civic Intelligence

Wm Brian & Judith a Little Charitable Trust Ua 06-15-92

990T • Fiscal year 2021 • EIN 13-6995435

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 12, 2022

Organization Profile
Brandywine 7234 Lancaster pikeHockessin, DE 19707

(302) 234-5750

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$6.0M$4.0M$2.0M$0Assets 2011: $3,526,283Liabilities 2011: $02011Assets 2012: $3,551,431Liabilities 2012: $0Net Assets 2012: $3,551,4312012Assets 2013: $3,559,798Liabilities 2013: $02013Assets 2014: $3,735,069Liabilities 2014: $02014Assets 2015: $3,736,036Liabilities 2015: $02015Assets 2019: $3,961,224Liabilities 2019: $02019Assets 2020: $3,844,879Liabilities 2020: $0Net Assets 2020: $3,844,8792020Assets 2021: $4,132,917Liabilities 2021: $0Net Assets 2021: $4,132,9172021Assets 2022: $4,128,489Liabilities 2022: $0Net Assets 2022: $4,128,4892022Assets 2023: $4,202,530Liabilities 2023: $12023Assets 2024: $4,481,167Liabilities 2024: $0Net Assets 2024: $4,481,1672024

Latest loaded filing

2024

Assets$4,481,167
Liabilities$0
Net Assets$4,481,167
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $113,255Expenses 2011: $463,745Net Income 2011: -$350,4902011Expenses 2012: $186,0092012Revenue 2013: $289,849Expenses 2013: $281,482Net Income 2013: $8,3672013Revenue 2014: $414,324Expenses 2014: $239,053Net Income 2014: $175,2712014Revenue 2015: $233,857Expenses 2015: $232,890Net Income 2015: $9672015Revenue 2019: $271,064Expenses 2019: $305,330Net Income 2019: -$34,2662019Revenue 2020: $164,005Expenses 2020: $280,350Net Income 2020: -$116,3452020Revenue 2021: $624,179Expenses 2021: $336,141Net Income 2021: $288,0382021Revenue 2022: $398,115Expenses 2022: $402,543Net Income 2022: -$4,4282022Revenue 2023: $335,431Expenses 2023: $261,390Net Income 2023: $74,0412023Revenue 2024: $568,617Expenses 2024: $289,980Net Income 2024: $278,6372024

Latest loaded filing

2024

Revenue$568,617
Expenses$289,980
Net Income$278,637
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 12, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Wm Brian & Judith A Little Charitable Trust
EIN
13-6995435
In Care Of
% Brandywine Trust Company
Phone
3022345750
Address
Brandywine 7234 Lancaster pike, Hockessin, DE 19707

Signing Officer

Name
judith little
Title
co-trustee
Phone
3022345750
Signed
2022-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix103 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
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt00
IRS1041ScheduleD/DisposeInvestmentQOFInd0false
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt05143
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt01805
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt06948
IRS1041ScheduleD/GainLessIncludedAmt05143
IRS1041ScheduleD/GainPlusDividendsAmt05143
IRS1041ScheduleD/NetIncomeMinusSmallerAmt05143
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt05143
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt05143
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt01805
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt01805
IRS1041ScheduleD/NetTimesPercentAmt00
IRS1041ScheduleD/SmallerGainAmt05143
IRS1041ScheduleD/SmallerOfCalcAmt00
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt00
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt00
IRS1041ScheduleD/SmallerTimesPercentAmt00
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt00
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt00
IRS1041ScheduleD/TaxableIncomeAmt00
IRS1041ScheduleD/TaxAmt00
IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt05143
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt01805
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt06948
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Brandywine Trust Company
IRS990T/BooksInCareOfDetail/PhoneNum03022345750
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt07234 Lancaster Pike Suite 300-A
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Hockessin
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019707
IRS990T/BookValueAssetsEOYAmt04132917
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt05879
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt06948
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalDeductionsAmt0250
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0181
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt07129
IRS990TScheduleA/TotUnrltTrdBusIncmAmt07129
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0investment activity
IRS990TScheduleA/UBIBeforeNOLDedAmt06879
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt06879
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01000
IRS990T/TotalUBTIBeforeSection199AAmt01000
IRS990T/TotalUBTIComputedAmt06879
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0judith little
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0co-trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03022345750
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wm Brian & Judith A Little Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0136995435
ReturnHeader/Filer/InCareOfNm0% Brandywine Trust Company
ReturnHeader/Filer/PhoneNum03022345750
ReturnHeader/Filer/USAddress/AddressLine1Txt0Brandywine 7234 Lancaster pike
ReturnHeader/Filer/USAddress/CityNm0Hockessin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-10-20T15:33:29-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0judith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0little
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.57$0.29$0.28
2023Summary only. Only limited summary data is available for this year.$4.20$0.00$0.34$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.40$0.40$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.62$0.34$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.16$0.28$0.12
2019Summary only. Only limited summary data is available for this year.$3.96$0.00$0.27$0.31$0.03
2015Summary only. Only limited summary data is available for this year.$3.74$0.00$0.23$0.23$0.00
2014Summary only. Only limited summary data is available for this year.$3.74$0.00$0.41$0.24$0.18
2013Summary only. Only limited summary data is available for this year.$3.56$0.00$0.29$0.28$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.19
2011Summary only. Only limited summary data is available for this year.$3.53$0.00$0.11$0.46$0.35