Civic Intelligence

Dr Edwin a Ulrich Charitable Trust

990PF • Fiscal year 2017 • EIN 14-6161493

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

c/o Pangia Co 2 Jefferson PlazaPoughkeepsie, NY 12601

(845) 229-8562

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-75%

Higher net margin than 17% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$2,315

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,012,933

Down $30,112 (-2.9%) from 2016

Net Assets

Down

$1,012,933

Down $30,112 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$40,329

Down $16,211 (-29%) from 2016

Expenses

Up

$70,441

Up $829 (+1.2%) from 2016

Net Income

Down

-$30,112

Down $17,040 (-130%) from 2016

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: $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

2017

Assets$1,012,933
Liabilities$0
Net Assets$1,012,933

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $64,0902010Expenses 2011: $61,5452011Revenue 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

2017

Revenue$40,329
Expenses$70,441
Net Income-$30,112
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R CONKLINTrustee-$2,315-$2,315
JOHN REGANTrustee-$2,315-$2,315
JEFFREY P ARMSTRONGTrustee-$2,315-$2,315
Filing and Contact Details

Filer

Filer Name
Dr Edwin A Ulrich Charitable Trust
EIN
14-6161493
Phone
8452298562
Address
c/o Pangia Co 2 Jefferson Plaza, Poughkeepsie, NY 12601

Signing Officer

Name
Jeffrey P Armstrong
Title
Trustee
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Pangia & Company CPAs LLC
Address
2 Jefferson Plaza Suite 101, Poughkeepsie, NY 12601
Preparer
Vincent C PangiaCPA
Phone
8454544610
Raw XML Appendix395 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02583
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055116
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc00.3333 Frontier Comm.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 CenturyLink Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2201 Advent Claymore Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31 Advent Claymore Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4165 Clough Global Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 New York Community
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6150 General Electric
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc773 Frontier Comm.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8165 Clough Global Equity
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9250 Public Storage 5.9%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1075 SPDR Dow Jones Indl ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-09-14
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-07-26
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01012933
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0438
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0438
IRS990PF/DistributableAmountGrp/TotalTaxAmt0438
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0386
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0824
IRS990PF/FMVAssetsEOYAmt01234722
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01043045
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN R CONKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN REGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFREY P ARMSTRONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 JEFFERSON PLAZA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012601
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PANGIA & CO CPAS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum08454544610
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://bartlett.oag.state.ny.us/Char_Forms/
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5general operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0n/a
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Marist College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1New Paltz Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hospice of Dutchess Cty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Children's Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4DUTCHESS COUNTY MEALS ON WHEEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Jazz FM Public Radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0North Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 South Manheim Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt270 S Hamilton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt391 Fulton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410 Cannon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5322 W 48th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New Platz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Poughkeepsie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt051390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0224
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt051390
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054991
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04223
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06335
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02112
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr Edwin A Ulrich Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DRED
ReturnHeader/Filer/EIN0146161493
ReturnHeader/Filer/PhoneNum08452298562
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Pangia Co 2 Jefferson Plaza
ReturnHeader/Filer/USAddress/CityNm0Poughkeepsie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141833648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pangia & Company CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Jefferson Plaza Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poughkeepsie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012601
ReturnHeader/PreparerPersonGrp/PhoneNum08454544610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vincent C PangiaCPA
ReturnHeader/ReturnTs02018-03-15T12:38:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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
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