Civic Intelligence

Dr Edwin a Ulrich Charitable Trust

990PF • Fiscal year 2012 • EIN 14-6161493

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 14, 2013

Organization Profile
c/o Pangia Co 2 Jefferson Plaza12601
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,046,695

Flat from 2012

Net Assets

$1,046,695

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$63,762

Flat from 2012

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.

$1.5M$1.0M$500K$0Assets 2010: $1,007,958Liabilities 2010: $0Net Assets 2010: $1,007,9582010Assets 2011: $1,047,061Liabilities 2011: $0Net Assets 2011: $1,047,0612011Assets 2012: $1,046,695Liabilities 2012: $0Net Assets 2012: $1,046,6952012Assets 2012: $1,046,695Liabilities 2012: $12012Assets 2013: $1,064,980Liabilities 2013: $0Net Assets 2013: $1,064,9802013Assets 2014: $1,092,481Liabilities 2014: $0Net Assets 2014: $1,092,4812014Assets 2015: $1,056,117Liabilities 2015: $0Net Assets 2015: $1,056,1172015Assets 2016: $1,043,045Liabilities 2016: $0Net Assets 2016: $1,043,0452016Assets 2017: $1,012,933Liabilities 2017: $0Net Assets 2017: $1,012,9332017Assets 2018: $1,001,634Liabilities 2018: $0Net Assets 2018: $1,001,6342018Assets 2019: $1,014,604Liabilities 2019: $0Net Assets 2019: $1,014,6042019Assets 2020: $1,037,642Liabilities 2020: $0Net Assets 2020: $1,037,6422020Assets 2021: $1,034,903Liabilities 2021: $0Net Assets 2021: $1,034,9032021Assets 2022: $1,040,942Liabilities 2022: $0Net Assets 2022: $1,040,9422022Assets 2023: $1,036,151Liabilities 2023: $12023

Highlighted filing

2012

Assets$1,046,695
Liabilities$0
Net Assets$1,046,695
Open 2012 Filing

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $64,0902010Expenses 2011: $61,5452011Expenses 2012: $63,7622012Revenue 2012: $63,396Expenses 2012: $63,762Net Income 2012: -$3662012Revenue 2013: $78,829Expenses 2013: $60,544Net Income 2013: $18,2852013Revenue 2014: $88,710Expenses 2014: $61,209Net Income 2014: $27,5012014Revenue 2015: $35,720Expenses 2015: $72,084Net Income 2015: -$36,3642015Revenue 2016: $56,540Expenses 2016: $69,612Net Income 2016: -$13,0722016Revenue 2017: $40,329Expenses 2017: $70,441Net Income 2017: -$30,1122017Revenue 2018: $59,028Expenses 2018: $70,327Net Income 2018: -$11,2992018Revenue 2019: $96,722Expenses 2019: $83,752Net Income 2019: $12,9702019Revenue 2020: $96,730Expenses 2020: $73,692Net Income 2020: $23,0382020Revenue 2021: $74,174Expenses 2021: $76,913Net Income 2021: -$2,7392021Revenue 2022: $80,662Expenses 2022: $76,801Net Income 2022: $3,8612022Revenue 2023: $71,518Expenses 2023: $76,309Net Income 2023: -$4,7912023

Highlighted filing

2012

Revenue-
Expenses$63,762
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 14, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY P ARMSTRONGTrustee-$1,810-$1,810
JOHN REGANTrustee-$1,810-$1,810
DIETER H RENNHACKTrustee-$1,810-$1,810
JOHN R CONKLINTrustee-$1,810-$1,810
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarshipsn/aPoughkeepsie, NY, US$30,000
Paid Grant-general supportN/APoughkeepsie, NY, US$5,500
Paid Grant-general supportn/aNew Platz, NY, US$3,000
Paid Grant-general supportn/aPoughkeepsie, NY, US$750
Paid Grant-general supportn/aPoughkeepsie, NY, US$250
Paid Grant-general supportn/aHYDE PARK, NY, US$250
Paid Grant-general supportn/aPoughkeepsie, NY, US$250
Filing and Contact Details

Filer

EIN
14-6161493
Raw XML Appendix354 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEFFREY P ARMSTRONG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN REGAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DIETER H RENNHACK
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 14
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HOPEWELL JUNCTION
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PANGIA & CO CPAS LLC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1general support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2general support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3general support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4general support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5general support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6scholarships
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6n/a
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0The Bardavon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1DUTCHESS COUNTY MEALS ON WHEEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ST JAMES CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3The Children's Home
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Hospice of Dutchess Cty
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5New Paltz Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Marist College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1035 Market Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1110 Cannon Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124526 ALBANY POST ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1391 Fulton Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1470 S Hamilton Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1575 South Manheim Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16North Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Poughkeepsie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Poughkeepsie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HYDE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Poughkeepsie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Poughkeepsie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5New Platz
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Poughkeepsie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode012601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode112601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode212538
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode312601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode412601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode512561
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode612601
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
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/AppliedToCurrentYear051857
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted055991
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203093
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308947
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401349
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04134
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04134
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear09255
IRS990PF/UndistributedIncome/ExcessFromYear203093
IRS990PF/UndistributedIncome/ExcessFromYear306162
IRS990PF/UndistributedIncome/QualifyingDistributions051857
IRS990PF/UndistributedIncome/TotalCorpus09255
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover013389
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0BROKERAGE FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06473
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06473
TaxesSchedule/Taxes/Amount0250
TaxesSchedule/Taxes/Amount12874
TaxesSchedule/Taxes/Category0STATE TAXES
TaxesSchedule/Taxes/Category1federal excise tax
TaxesSchedule/Taxes/NetInvestmentIncome0250
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0146161493
ReturnHeader/Filer/Name/BusinessNameLine10Dr Edwin A Ulrich Charitable Trust
ReturnHeader/Filer/NameControl0DRED
ReturnHeader/Filer/Phone08452298562
ReturnHeader/Filer/USAddress/AddressLine10c/o Pangia Co 2 Jefferson Plaza
ReturnHeader/Filer/USAddress/City0Poughkeepsie
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012601
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-14
ReturnHeader/Officer/Name0JEFFREY P ARMSTRONG
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Pangia & Company CPAs LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102 Jefferson Plaza Suite 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Poughkeepsie
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012601
ReturnHeader/Preparer/Name0Vincent C PangiaCPA
ReturnHeader/Preparer/Phone08454544610
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-14T11:11:27-07:00

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
$1,046,695
Liabilities
$0
Net assets
$1,046,695
Revenue
-
Expenses
$63,762
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.04$0.00$0.07$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.10$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.10$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.06$0.00
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06