Civic Intelligence

Frank E Perrella Charitable Trust 001169

990PF • Fiscal year 2012 • EIN 14-6173371

Jan 01, 2012 to Dec 31, 2012 • Filed on May 05, 2013

C/O Nbt Bank Na 52 S Broad St13815
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,481,920

Flat from 2012

Net Assets

$1,481,920

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

$99,693

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,541,813Liabilities 2010: $0Net Assets 2010: $1,541,8132010Assets 2011: $1,532,417Liabilities 2011: $0Net Assets 2011: $1,532,4172011Assets 2012: $1,481,920Liabilities 2012: $0Net Assets 2012: $1,481,9202012Assets 2012: $1,481,920Liabilities 2012: $12012Assets 2013: $1,528,205Liabilities 2013: $0Net Assets 2013: $1,528,2052013Assets 2014: $1,516,973Liabilities 2014: $0Net Assets 2014: $1,516,9732014Assets 2015: $1,452,747Liabilities 2015: $0Net Assets 2015: $1,452,7472015Assets 2016: $1,392,919Liabilities 2016: $0Net Assets 2016: $1,392,9192016Assets 2017: $1,445,374Liabilities 2017: $0Net Assets 2017: $1,445,3742017Assets 2018: $1,903,229Liabilities 2018: $0Net Assets 2018: $1,903,2292018Assets 2019: $1,957,313Liabilities 2019: $0Net Assets 2019: $1,957,3132019Assets 2020: $1,963,585Liabilities 2020: $0Net Assets 2020: $1,963,5852020Assets 2021: $2,042,102Liabilities 2021: $0Net Assets 2021: $2,042,1022021Assets 2022: $1,946,844Liabilities 2022: $0Net Assets 2022: $1,946,8442022Assets 2023: $1,887,776Liabilities 2023: $12023

Highlighted filing

2012

Assets$1,481,920
Liabilities$0
Net Assets$1,481,920

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $82,3732010Expenses 2011: $83,5022011Expenses 2012: $99,6932012Revenue 2012: $49,196Expenses 2012: $99,693Net Income 2012: -$50,4972012Revenue 2013: $150,781Expenses 2013: $104,496Net Income 2013: $46,2852013Revenue 2014: $98,091Expenses 2014: $109,323Net Income 2014: -$11,2322014Revenue 2015: $49,420Expenses 2015: $113,634Net Income 2015: -$64,2142015Revenue 2016: $54,568Expenses 2016: $113,982Net Income 2016: -$59,4142016Revenue 2017: $151,029Expenses 2017: $98,428Net Income 2017: $52,6012017Revenue 2018: $575,858Expenses 2018: $117,594Net Income 2018: $458,2642018Revenue 2019: $178,261Expenses 2019: $124,455Net Income 2019: $53,8062019Revenue 2020: $120,024Expenses 2020: $113,619Net Income 2020: $6,4052020Revenue 2021: $192,601Expenses 2021: $113,560Net Income 2021: $79,0412021Revenue 2022: $33,498Expenses 2022: $128,133Net Income 2022: -$94,6352022Revenue 2023: $59,266Expenses 2023: $118,116Net Income 2023: -$58,8502023

Highlighted filing

2012

Revenue-
Expenses$99,693
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 5, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,300-$11,300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHFM BOCES SCHOOL LIBRARY SYSTEMPURCHASE OF BOOKS &EXEMPTJOHNSTOWN, NY, US$17,000
Paid GrantST MARY'S INSTITUTEREPLACEMENT OF SHELVING &EXEMPTAMSTERDAM, NY, US$15,000
Paid GrantNORTHVILLE CSDPURCHASE READING MATERIALSEXEMPTNORTHVILLE, NY, US$10,000
Paid GrantMOUNTAIN VALLEY HOSPICECOST OF PATIENT MONITORINGEXEMPTGLOVERSVILLE, NY, US$6,000
Paid GrantWILLING HELPERS HOME FOR WOMEN INCINSTALLATION OF NEW FURNACEEXEMPTJOHNSTOWN, NY, US$5,000
Paid GrantGLOVERSVILLE LITTLE LEAGUE BASEBALL1ST INST 3 YR PLEDGE FOREXEMPTGLOVERSVILLE, NY, US$5,000
Paid GrantMAYFIELD PRESBYTERIAN CHURCH1ST INST 3 YR PLEDGE TOEXEMPTMAYFIELD, NY, US$5,000
Paid GrantGLOVERSVILLE THEATER CORPREPLACE ROOFS ON 2 EXITEXEMPTGLOVERSVILLE, NY, US$3,700
Paid GrantJOHNSTOWN MUSIC SUPPORT GROUPPURCHASE OF FLOOR MAT,FLAGSEXEMPTJOHNSTOWN, NY, US$3,125
Paid GrantFULTON COUNTY HISTORICAL SOCIETYCOSTS OF PHASE 2 PROJECT ATEXEMPTGLOVERSVILLE, NY, US$2,995
Paid GrantOPPENHEIM VOLUNTEER FIRE DEPTPURCHASE OF 10 NEW RADIOEXEMPTST JOHNSVILLE, NY, US$2,200
Paid GrantFULTON MONTGOMERY CC FDNGRANT FOR SCULPTURE GARDENEXEMPTJOHNSTOWN, NY, US$2,000
Paid GrantFULMONT COMMUNITY ACTION AGENCY2ND INSTALLMENT-5 YEAREXEMPTGLOVERSVILLE, NY, US$2,000
Paid GrantTHE GATHERINGDONATION TO LOCAL FOODEXEMPTGLOVERSVILLE, NY, US$1,500
Paid GrantUNITED WAY OF FULTON COUNTYSUPPORT OF AGENCIES THREEEXEMPTGLOVERSVILLE, NY, US$1,500
Paid GrantTHE LEADER-HERALDDONATION TO WARM THEEXEMPTGLOVERSVILLE, NY, US$1,000
Paid GrantGLOVERSVILLE PARADE COMMMEMORIAL/VETERANS DAYEXEMPTGLOVERSVILLE, NY, US$1,000
Paid GrantCOACH JACK KOBUSKIE SCHOLARSHIPGRANT FOR FUNDINGN/AGLOVERSVILLE, NY, US$1,000
Paid GrantST JOHN EPISCOPAL CHURCH OFWINE & CHOCOLATE TASTINGEXEMPTJOHNSTOWN, NY, US$500
Filing and Contact Details

Filer

EIN
14-6173371
Raw XML AppendixShowing 400 of 1,147 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/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02886
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01130
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm010170
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss011300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps085520
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss085520
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm046244
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss045935
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-50497
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0216921
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03250
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome038699
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps011
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss011
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0271
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps086911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm010441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss099693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome049140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses049196
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01391
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm010441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014173
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01532417
IRS990PF/BalanceSheets/CapitalStockEOY01481620
IRS990PF/BalanceSheets/CashEOY0300
IRS990PF/BalanceSheets/CashEOYFMV0300
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0374891
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0553275
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0569936
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0563830
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0536286
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0718257
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY015840
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY012253
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV013791
IRS990PF/BalanceSheets/InvestmentsOtherBOY0303771
IRS990PF/BalanceSheets/InvestmentsOtherEOY0308963
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0416856
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0195000
IRS990PF/BalanceSheets/OtherAssetsEOY050000
IRS990PF/BalanceSheets/OtherAssetsEOYFMV051317
IRS990PF/BalanceSheets/RetainedEarningsEOY0300
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY079085
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY020843
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV020843
IRS990PF/BalanceSheets/TotalAssetsBOY01532417
IRS990PF/BalanceSheets/TotalAssetsEOY01481920
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01791300
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01532417
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01481920
IRS990PF/BalanceSheets/TotalNetAssetsBOY01532417
IRS990PF/BalanceSheets/TotalNetAssetsEOY01481920
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02886
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis024915
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis41955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis566
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis620000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1547
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1640000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1735000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1859
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1911
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2246
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis24147
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2644
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis29120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis30136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis33119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3425000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3558
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3610922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis372642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3870
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3932
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis40121
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4188

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.89$0.00$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.03$0.13$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.19$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18$0.12$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.58$0.12$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.15$0.10$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.05$0.11$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.15$0.10$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.10
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.05$0.10$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08