Civic Intelligence

Charles M Kurtz Trust

990PF • Fiscal year 2011 • EIN 16-6313958

Dec 01, 2010 to Nov 30, 2011 • Filed on Oct 13, 2012

Organization Profile
C/O 3 Fountain Plaza MT CenterRoom/Suite 110014203
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$83,477

Flat from 2011

Net Assets

$83,477

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2011

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.

$100K$50K$0Assets 2011: $83,477Liabilities 2011: $0Net Assets 2011: $83,4772011Assets 2011: $83,477Liabilities 2011: $12011Assets 2012: $83,478Liabilities 2012: $0Net Assets 2012: $83,4782012Assets 2013: $83,479Liabilities 2013: $02013

Highlighted filing

2011

Assets$83,477
Liabilities$0
Net Assets$83,477
Open 2011 Filing

Operations Trend

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

$1$0Expenses 2011: $02011Revenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $02012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013

Highlighted filing

2011

Revenue-
Expenses$0
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Oct 13, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EW DANN STEVENS DECEASED 42910Trustee-$0--
NO SUCCESSOR APPOINTED YETTo Be Appoin-$0--
Filing and Contact Details

Filer

EIN
16-6313958
Raw XML Appendix197 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.

Path#Value
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CompensationExplanation/Compensation/PersonName1NO SUCCESSOR APPOINTED YET
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY083476
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IRS990PF/BalanceSheets/UnrestrictedBOY083476
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal083477
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY083476
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY083477
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0506
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0506
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0506
IRS990PF/DistributableAmount/MinimumInvestmentReturn0506
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY083477
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010277
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities010277
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0154
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0506
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010123
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010277
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EW DANN STEVENS DECEASED 42910
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NO SUCCESSOR APPOINTED YET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TO BE APPOIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode114203
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0190
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0190
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.018764
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054645
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.039173
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets010123
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1010123
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3012764
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4013775
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5014816
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.093818
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MS DEBRA WILLARD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07165661300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 FOUNTAIN PLAZA 1100 MT CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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/DistributableAmountAsAdjusted0506
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome0523
IRS990PF/UndistributedIncome/TaxableAmount10523
IRS990PF/UndistributedIncome/TaxableAmount20507
IRS990PF/UndistributedIncome/TotalForPriorYears0523
IRS990PF/UndistributedIncome/UndistributedIncomeCY0506
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0507
OtherAssetsSchedule/OtherAssets/BOYBookValue073200
OtherAssetsSchedule/OtherAssets/Description0PAINTINGS AND SKETCHES
OtherAssetsSchedule/OtherAssets/EOYBookValue073200
OtherAssetsSchedule/OtherAssets/EOYFMV073200
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166313958
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES M KURTZ TRUST
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone07165661300
ReturnHeader/Filer/USAddress/AddressLine10C/O 3 FOUNTAIN PLAZA MT CENTER
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 1100
ReturnHeader/Filer/USAddress/City0BUFFALO
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014203
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-10-13
ReturnHeader/Officer/Name0ELIZABETH S GURNEY
ReturnHeader/Officer/Phone07165661300
ReturnHeader/Officer/Title0FIDUCIARY
ReturnHeader/Preparer/DatePrepared02012-10-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ARCARA & BORCZYNSKI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10424 MAIN ST RM 1806
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BUFFALO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode014202
ReturnHeader/Preparer/Name0DIANE FRONCKOWIAK
ReturnHeader/Preparer/Phone07168526681
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-10-15T11:51:41-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,477
Liabilities
$0
Net assets
$83,477
Revenue
-
Expenses
$0
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Summary only. Only limited summary data is available for this year.$83.5$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$0.00
2011Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$0.00
2011Summary only. Only limited summary data is available for this year.$83.5$0.00$0.00$0.00$0.00