Civic Intelligence

Richard L & Rita S Porterfield Charitable Trust

EIN 13-7262884 • Wilmington, NC

c/o Ms HOLLY IZZO 6127 LYDDEN RDWilmington, NC 28409
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-157%

Higher net margin than 13% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$2,296

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 45.8% of source-year revenue.

NTEE T90 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-5.3%

Faster asset growth than 37% of similar nonprofits.

NTEE T90 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-37%

Faster revenue growth than 27% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$132,429

Down $7,480 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$132,429

Down $7,480 (-5.3%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin13th percentile

Revenue

Down

$5,011

Down $2,951 (-37%) from 2023

Expenses

Up

$12,867

Up $801 (+6.6%) from 2023

Net Income

Down

-$7,856

Down $3,752 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2017: $167,142Liabilities 2017: $0Net Assets 2017: $167,1422017Assets 2018: $158,735Liabilities 2018: $0Net Assets 2018: $158,7352018Assets 2019: $152,867Liabilities 2019: $0Net Assets 2019: $152,8672019Assets 2020: $164,023Liabilities 2020: $0Net Assets 2020: $164,0232020Assets 2021: $157,519Liabilities 2021: $0Net Assets 2021: $157,5192021Assets 2022: $144,082Liabilities 2022: $0Net Assets 2022: $144,0822022Assets 2023: $139,909Liabilities 2023: $0Net Assets 2023: $139,9092023Assets 2024: $132,429Liabilities 2024: $0Net Assets 2024: $132,4292024

Highlighted filing

2024

Assets$132,429
Liabilities$0
Net Assets$132,429
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2017: $5,933Expenses 2017: $15,420Net Income 2017: -$9,4872017Revenue 2018: $8,421Expenses 2018: $16,728Net Income 2018: -$8,3072018Revenue 2019: $7,292Expenses 2019: $14,065Net Income 2019: -$6,7732019Revenue 2020: $26,257Expenses 2020: $15,114Net Income 2020: $11,1432020Revenue 2021: $9,129Expenses 2021: $15,574Net Income 2021: -$6,4452021Revenue 2022: $2,630Expenses 2022: $15,655Net Income 2022: -$13,0252022Revenue 2023: $7,962Expenses 2023: $12,066Net Income 2023: -$4,1042023Revenue 2024: $5,011Expenses 2024: $12,867Net Income 2024: -$7,8562024

Highlighted filing

2024

Revenue$5,011
Expenses$12,867
Net Income-$7,856
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$132,429
Liabilities
$0
Net assets
$132,429
Revenue
$5,011
Expenses
$12,867
Net income
-$7,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.05$0.13$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.03$0.16$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.26$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.17$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.15$0.09
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY L IZZOCo-Trustee-$2,882-$2,882
ROBERT R PORTERFIELDCo-Trustee-$961-$961
Filing and Contact Details

Filer

Filer Name
Richard L & Rita S Porterfield Charitable Trust
EIN
13-7262884
Phone
9106208684
Address
c/o Ms HOLLY IZZO 6127 LYDDEN RD, WILMINGTON, NC 28409

Signing Officer

Name
Holly Izzo
Title
Trustee
Phone
9106208684
Signed
2023-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Moskwiak & Rabin
Address
46 Craescot Way, Mahopac, NY 10541-2938
Preparer
Richard P Moskwiak
Phone
8456210311
Raw XML Appendix271 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/AccountingFeesDetail/Amt0800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MOSKWIAK RABIN
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt638129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt73423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt86894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt106673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GS ACCESS TREASURY 0-1 YR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GS MARKETBETA US EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GS ACTIVEBETA INTL EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GS ACTIVEBETA EMERGING MKT EQ ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GS ACTIVEBETA US LG CAP EQ ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GS ACTIVEBETA US SM CAP EQ ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GS ACCESS US AGGREGATE BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GS ACCESS INFLAT PROT USD BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SPDR PORTFOLIO LT TREASURY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GS ACCESS EMERGING MKTS USD BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES 0-5 YR HI YLD CORP BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03756
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1126
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02630
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03843
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09607
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03756
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13025
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt076675
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01263
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt077801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt076675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1126
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13025
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0144494
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0157519
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0144082
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08269
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08269
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08269
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08269
IRS990PF/FMVAssetsEOYAmt0143646
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0157519
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0144082
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03614
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01792
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01792
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0153905
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0142290
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0141854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0157519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0144082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0143646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0157519
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0144082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0157519
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0144082
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0167895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02703
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0165192
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02518
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08269
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0165377
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0167895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0961
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12882
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT R PORTERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOLLY L IZZO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011516 CEDARCLIFFE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16127 LYDDEN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128409
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt09607
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt09607
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HOLLY IZZO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06127 LYDDEN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028409
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09106208684
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0UNA BOX 5113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035632
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09607
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08269
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0819
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02478
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0819
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09607
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01338
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0412
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO INVESTMENT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01263
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX FOR PRIOR YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt080
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY IZZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09106208684
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD L & RITA S PORTERFIELD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0137262884
ReturnHeader/Filer/PhoneNum09106208684
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ms HOLLY IZZO 6127 LYDDEN RD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271919661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moskwiak & Rabin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046 Craescot Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mahopac
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105412938
ReturnHeader/PreparerPersonGrp/PhoneNum08456210311
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard P Moskwiak
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-24T09:33:48-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IZZO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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