Civic Intelligence

Bert Johnson Charitable Foundation Tr Ua 12202002

990PF • Fiscal year 2021 • EIN 14-6217703

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 11, 2022

1081 26th Avenue ESeattle, WA 98112

(518) 852-2042

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

59th percentile

9.3%

Faster asset growth than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

298%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$417,160

Up $35,613 (+9.3%) from 2020

Net Assets

Up

$417,160

Up $35,613 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$65,045

Up $48,682 (+298%) from 2020

Expenses

Up

$29,432

Up $1,667 (+6.0%) from 2020

Net Income

Up

$35,613

Up $47,015 (+412%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $378,957Liabilities 2011: $02011Assets 2012: $408,420Liabilities 2012: $0Net Assets 2012: $408,4202012Assets 2013: $407,512Liabilities 2013: $0Net Assets 2013: $407,5122013Assets 2014: $416,692Liabilities 2014: $0Net Assets 2014: $416,6922014Assets 2015: $404,708Liabilities 2015: $0Net Assets 2015: $404,7082015Assets 2016: $386,887Liabilities 2016: $4Net Assets 2016: $386,8832016Assets 2017: $409,840Liabilities 2017: $0Net Assets 2017: $409,8402017Assets 2018: $411,499Liabilities 2018: $0Net Assets 2018: $411,4992018Assets 2019: $392,962Liabilities 2019: $0Net Assets 2019: $392,9622019Assets 2020: $381,547Liabilities 2020: $0Net Assets 2020: $381,5472020Assets 2021: $417,160Liabilities 2021: $0Net Assets 2021: $417,1602021Assets 2022: $398,156Liabilities 2022: $0Net Assets 2022: $398,1562022Assets 2023: $380,331Liabilities 2023: $100Net Assets 2023: $380,2312023Assets 2024: $371,146Liabilities 2024: $0Net Assets 2024: $371,1462024

Highlighted filing

2021

Assets$417,160
Liabilities$0
Net Assets$417,160

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $3,175Expenses 2011: $28,343Net Income 2011: -$25,1682011Expenses 2012: $28,2262012Revenue 2013: $26,929Expenses 2013: $27,837Net Income 2013: -$9082013Revenue 2014: $37,549Expenses 2014: $29,260Net Income 2014: $8,2892014Revenue 2015: $16,288Expenses 2015: $26,615Net Income 2015: -$10,3272015Revenue 2016: $8,675Expenses 2016: $24,240Net Income 2016: -$15,5652016Revenue 2017: $43,700Expenses 2017: $18,152Net Income 2017: $25,5482017Revenue 2018: $27,257Expenses 2018: $23,318Net Income 2018: $3,9392018Revenue 2019: $12,981Expenses 2019: $28,495Net Income 2019: -$15,5142019Revenue 2020: $16,363Expenses 2020: $27,765Net Income 2020: -$11,4022020Revenue 2021: $65,045Expenses 2021: $29,432Net Income 2021: $35,6132021Revenue 2022: $11,752Expenses 2022: $30,756Net Income 2022: -$19,0042022Revenue 2023: $11,300Expenses 2023: $29,225Net Income 2023: -$17,9252023Revenue 2024: $18,938Expenses 2024: $28,023Net Income 2024: -$9,0852024

Highlighted filing

2021

Revenue$65,045
Expenses$29,432
Net Income$35,613
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 11, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUDY E HALLTrustee-$0--
SAMUEL H JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bert Johnson Charitable Foundation
EIN
14-6217703
Phone
5188522042
Address
1081 26TH AVENUE E, SEATTLE, WA 98112

Signing Officer

Name
Trudy E Hall
Title
Trustee
Signed
2022-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Lavelle & Finn Llp
Address
29 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Martin S Finn
Phone
5188696227
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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/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0381547
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0417160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06728
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0381547
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0417160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0443212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0381547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0417160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0381547
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0417160
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt019596
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt019596
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt019840
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048463
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0392983
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06622
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021741
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0434824
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01081 26TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1102 CHERRYWOOD COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/IndividualWithBooksNm0TRUDY E HALL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01081 26TH AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188522042
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND SURVIVING CHILDREN'S EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ALLEVIATING POVERTY BY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FINANCIAL AID FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NW MISSISSIPPI COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SPECIAL OPERATIONS WARRIOR FND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRISTEL HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EMMA WILLARD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BADOUR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11137 MARBELLA PLAZA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210 WEST MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3285 PAWLING AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 978
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SENATOBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SENATOBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2462042973
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438668
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt0706
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019394
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021168
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01611
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01611
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01611
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020462
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019394
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TRUDY E HALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012819 SE 38TH STREET 102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLEVUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098006
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt019046
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt019046
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LAVELLE & FINN, LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03397
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0182
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0341
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE DEPT. OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04759
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04759
TaxesSchedule/TaxesDetail/Amt0612
TaxesSchedule/TaxesDetail/Amt1564
TaxesSchedule/TaxesDetail/CategoryTxt02020 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY E HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.19$0.28$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.11$0.29$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.12$0.31$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.65$0.29$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.16$0.28$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$0.13$0.28$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.27$0.23$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.44$0.18$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.09$0.24$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.16$0.27$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.38$0.29$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.27$0.28$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.28
2011Summary only. Only limited summary data is available for this year.$3.79$0.00$0.03$0.28$0.25