Joseph M Asselta Charitable Trust

990PF • Fiscal year 2012 • EIN 16-6251762

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

Organization Profile

C/O Louis Leogrande 16 Gary Ave13413

Siviq Scores

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

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-9.8%

Faster asset growth than 28% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$33,536

Down $3,660 (-9.8%) from 2011

Net Assets

$33,536

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$6,407

Down $8,000 (-56%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2012

Assets$33,536

Liabilities$0

Net Assets$33,536

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$6,407

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Jun 5, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARRY KOPEL	Trustee	-	$0	-	-
LOUIS LEOGRANDE	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ZIYARA SHRINERS	CHARITABLE	PUBLIC	UTICA, NY, US	$3,000
Paid Grant	FAXTON ST LUCKES HEALTHCARE	CHARITABLE	PUBLIC	UTICA, NY, US	$300
Paid Grant	UTICA COLLEGE FOUNDATION	CHARITABLE	PUBLIC	UTICA, NY, US	$250
Paid Grant	CATHEDRAL OF ST JOHN'S	CHARITABLE	PUBLIC	UTICA, NY, US	$200
Paid Grant	GEORGE SILVERMAN	CHARITABLE	PUBLIC	NEW HARTFORD, NY, US	$70

Filing and Contact Details

Filer

EIN: 16-6251762

Raw XML Appendix342 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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AppliedToPriorYearElection/Election	0	ELECTION PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2)THE JOSEPH M. ASSELTA CHARITABLE TRUST HEREBY ELECTS PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL REMAINING QUALIFYING DISTRIBUTIONS (AFTER REDUCING THE 2007 UNDISTRIBUTED INCOME TO ZERO) TO UNDISTRIBUTED INCOME REMAINING FROM YEARS PRIOR TO 2007.
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IRS990PF/NECT	0	X
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	3000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	GEORGE SILVERMAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	ZIYARA SHRINERS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	1676 SUNSET AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1120 STEUBEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	16 GARY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1600 BURRSTONE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	251 GENESEE STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	13501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	13501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	13413
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	13502
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	13501
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	3820
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	3820
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	6854
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	520
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	520
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	520
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	3820
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	520
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	2514
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
TaxesSchedule/Taxes/Amount	0	50
TaxesSchedule/Taxes/Amount	1	24
TaxesSchedule/Taxes/Category	0	NYS DEPARTMENT OF LAW FILING FEE
TaxesSchedule/Taxes/Category	1	FEDERAL TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	166251762
ReturnHeader/Filer/Name/BusinessNameLine1	0	JOSEPH M ASSELTA CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	JOSE
ReturnHeader/Filer/Phone	0	3157320087
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O LOUIS LEOGRANDE 16 GARY AVE
ReturnHeader/Filer/USAddress/City	0	NEW HARTFORD
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	13413
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-06-05
ReturnHeader/Officer/Name	0	LOUIS LEOGRANDE
ReturnHeader/Officer/Phone	0	3157320087
ReturnHeader/Officer/Title	0	OFFICER
ReturnHeader/Preparer/DatePrepared	0	2013-06-05
ReturnHeader/PreparerFirm/EIN	0	132550103
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	120 LOMOND COURT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	UTICA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	135025950
ReturnHeader/Preparer/Name	0	SCOTT E MILLER CPA
ReturnHeader/Preparer/Phone	0	3157355216
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-06-06T08:27:25-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $33,536
Liabilities: $0
Net assets: $33,536
Revenue: -
Expenses: $6,407
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Summary only. Only limited summary data is available for this year.	$49.4	$0.00		$23.8	$11.4	$12.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$54.1	$17.1	$37.0	$3.48	$9.95	$6.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$54.1	$10.6	$43.5	$3.32	$12.2	$8.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$54.1	$1.74	$52.3	$2.96	$7.49	$4.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$56.9	$0.00	$56.9	$40.7	$6.11	$34.6
2014Detailed filing. Detailed filing data is available for this year.	$22.3	$0.00	$22.3	$3.94	$10.7	$6.76
2013Detailed filing. Detailed filing data is available for this year.	$29.0	$0.00	$29.0	$7.24	$11.7	$4.49
2012Detailed filing. Detailed filing data is available for this year.	$33.5	$0.00	$33.5		$6.41
2011Summary only. Only limited summary data is available for this year.	$37.2	$0.00		$2.39	$14.4	$12.0