Civic Intelligence

The David & Mildred Morse Charitable Trust Co Benjamin P Fishburne III

990PF • Fiscal year 2020 • EIN 13-7063711

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
Jones Day 250 Vesey Street-32nd FLNew York, NY 10281-1047

(212) 326-3939

Siviq Scores

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

Liabilities / Assets

98th percentile

2.12x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-7.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$149,346

Down $12,600 (-7.8%) from 2019

Net Assets

Down

-$166,903

Down $12,600 (-8.2%) from 2019

Liabilities

Flat

$316,249

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $799 (-100%) from 2019

Expenses

Down

$12,600

Down $26,640 (-68%) from 2019

Net Income

Up

-$12,600

Up $25,841 (+67%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,529,655Liabilities 2010: $0Net Assets 2010: $2,529,6552010Assets 2011: $2,670,216Liabilities 2011: $0Net Assets 2011: $2,670,2162011Assets 2012: $2,668,964Liabilities 2012: $0Net Assets 2012: $2,668,9642012Assets 2013: $2,503,019Liabilities 2013: $0Net Assets 2013: $2,503,0192013Assets 2014: $2,438,526Liabilities 2014: $0Net Assets 2014: $2,438,5262014Assets 2015: $2,469,864Liabilities 2015: $0Net Assets 2015: $2,469,8642015Assets 2016: $2,155,993Liabilities 2016: $0Net Assets 2016: $2,155,9932016Assets 2017: $2,149,885Liabilities 2017: $0Net Assets 2017: $2,149,8852017Assets 2018: $200,387Liabilities 2018: $316,249Net Assets 2018: -$115,8622018Assets 2019: $161,946Liabilities 2019: $316,249Net Assets 2019: -$154,3032019Assets 2020: $149,346Liabilities 2020: $316,249Net Assets 2020: -$166,9032020Assets 2021: $144,331Liabilities 2021: $316,049Net Assets 2021: -$171,7182021Assets 2022: $170,966Liabilities 2022: $316,049Net Assets 2022: -$145,0832022Assets 2023: $172,624Liabilities 2023: $316,049Net Assets 2023: -$143,4252023Assets 2024: $168,753Liabilities 2024: $316,050Net Assets 2024: -$147,2972024

Highlighted filing

2020

Assets$149,346
Liabilities$316,249
Net Assets-$166,903
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $230,0512010Expenses 2011: $266,3692011Expenses 2012: $288,1392012Revenue 2013: $252,713Expenses 2013: $317,189Net Income 2013: -$64,4762013Revenue 2014: $344,918Expenses 2014: $331,502Net Income 2014: $13,4162014Revenue 2015: $304,982Expenses 2015: $436,418Net Income 2015: -$131,4362015Revenue 2016: $193,051Expenses 2016: $360,176Net Income 2016: -$167,1252016Revenue 2017: $334,163Expenses 2017: $451,862Net Income 2017: -$117,6992017Revenue 2018: $1,303,249Expenses 2018: $3,566,989Net Income 2018: -$2,263,7402018Revenue 2019: $799Expenses 2019: $39,240Net Income 2019: -$38,4412019Revenue 2020: $0Expenses 2020: $12,600Net Income 2020: -$12,6002020Revenue 2021: $15Expenses 2021: $4,830Net Income 2021: -$4,8152021Revenue 2022: -$317Expenses 2022: $8,065Net Income 2022: -$8,3822022Revenue 2023: $1,658Expenses 2023: $0Net Income 2023: $1,6582023Revenue 2024: $13Expenses 2024: $3,885Net Income 2024: -$3,8722024

Highlighted filing

2020

Revenue$0
Expenses$12,600
Net Income-$12,600
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN STRAUSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The David & Mildred Morse Charitable
EIN
13-7063711
Phone
2123263939
Address
JONES DAY 250 VESEY STREET-32ND FL, NEW YORK, NY 10281-1047

Signing Officer

Name
Joan Straus
Title
Trustee
Phone
2123263939
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4 TIMES SQUARE, NEW YORK, NY 10036
Preparer
Paul Weireter
Phone
2123721000
Raw XML Appendix245 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07666
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01190
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IRS990PF/FMVAssetsEOYAmt0149346
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2252056
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-2264656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161946
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0155646
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02335
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07666
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0153311
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0155646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O JONES DAY 250 VESEY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0102811047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012600
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0JONES DAY 250 VESEY STREET-32ND FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0102811047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123263939
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER, ACTIVITY OF ORGANIZATION, EXEMPT STATUS,AND PURPOSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOAN STRAUS CO JONES DAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02123263939
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0102811047
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO LOANS, NO GRANTS TO INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07666
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0316249
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0316249
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN STRAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123263939
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & MILDRED MORSE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O JOAN STRAUS
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0137063711
ReturnHeader/Filer/PhoneNum02123263939
ReturnHeader/Filer/USAddress/AddressLine1Txt0JONES DAY 250 VESEY STREET-32ND FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102811047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum02123721000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL WEIRETER
ReturnHeader/ReturnTs02022-02-16T11:18:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRAUS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,346
Liabilities
$316,249
Net assets
-$166,903
Revenue
$0
Expenses
$12,600
Net income
-$12,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.32$0.15$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.32$0.14$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.32$0.15$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.32$0.17$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.32$0.17$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.32$0.15$0.00$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.32$0.12$1.30$3.57$2.26
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.33$0.45$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.19$0.36$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.30$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.34$0.33$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.25$0.32$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.29
2011Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.27
2010Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.23