Civic Intelligence

Phyllis M Briel Educational Trust

990PF • Fiscal year 2011 • EIN 20-4568543

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 12, 2012

Organization Profile
Bennett Associates 249 BROAD ST17754
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$437,338

No earlier filing loaded for comparison.

Net Assets

$437,338

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$26,168

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $437,338Liabilities 2011: $0Net Assets 2011: $437,3382011Assets 2012: $423,245Liabilities 2012: $12012Assets 2013: $424,271Liabilities 2013: $0Net Assets 2013: $424,2712013Assets 2014: $420,379Liabilities 2014: $0Net Assets 2014: $420,3792014Assets 2015: $415,380Liabilities 2015: $02015Assets 2016: $400,549Liabilities 2016: $0Net Assets 2016: $400,5492016Assets 2017: $395,238Liabilities 2017: $0Net Assets 2017: $395,2382017Assets 2018: $386,884Liabilities 2018: $0Net Assets 2018: $386,8842018Assets 2019: $373,824Liabilities 2019: $0Net Assets 2019: $373,8242019Assets 2020: $359,385Liabilities 2020: $0Net Assets 2020: $359,3852020Assets 2021: $349,931Liabilities 2021: $0Net Assets 2021: $349,9312021Assets 2022: $337,397Liabilities 2022: $0Net Assets 2022: $337,3972022Assets 2023: $350,307Liabilities 2023: $0Net Assets 2023: $350,3072023Assets 2024: $350,485Liabilities 2024: $0Net Assets 2024: $350,4852024

Highlighted filing

2011

Assets$437,338
Liabilities$0
Net Assets$437,338
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2011: $26,1682011Revenue 2012: $22,500Expenses 2012: $23,613Net Income 2012: -$1,1132012Revenue 2013: $22,021Expenses 2013: $21,109Net Income 2013: $9122013Revenue 2014: $21,001Expenses 2014: $21,465Net Income 2014: -$4642014Revenue 2015: $22,001Expenses 2015: $21,717Net Income 2015: $2842015Revenue 2016: $21,001Expenses 2016: $21,722Net Income 2016: -$7212016Revenue 2017: $21,505Expenses 2017: $21,652Net Income 2017: -$1472017Revenue 2018: $21,508Expenses 2018: $21,488Net Income 2018: $202018Revenue 2019: $21,508Expenses 2019: $21,527Net Income 2019: -$192019Revenue 2020: $34,265Expenses 2020: $21,413Net Income 2020: $12,8522020Revenue 2021: $19,001Expenses 2021: $21,805Net Income 2021: -$2,8042021Revenue 2022: $15,117Expenses 2022: $21,639Net Income 2022: -$6,5222022Revenue 2023: $34,591Expenses 2023: $21,619Net Income 2023: $12,9722023Revenue 2024: $22,666Expenses 2024: $22,329Net Income 2024: $3372024

Highlighted filing

2011

Revenue-
Expenses$26,168
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clara BennettTrustee-$0--
Thomas W GreenabaumTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMontoursville Area High SchoolScholarship AwardsPublicMontoursville, PA, US$25,000
Filing and Contact Details

Filer

EIN
20-4568543
Raw XML Appendix253 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
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount025776
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount025776
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA025776
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-392
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01371
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm02539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss025776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses025776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01168
IRS990PF/BalanceSheets/CapitalStockBOY0442805
IRS990PF/BalanceSheets/CapitalStockEOY0437338
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0441254
IRS990PF/BalanceSheets/OtherAssetsEOY0435903
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0435903
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01551
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01435
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01435
IRS990PF/BalanceSheets/TotalAssetsBOY0442805
IRS990PF/BalanceSheets/TotalAssetsEOY0437338
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0437338
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0442805
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0437338
IRS990PF/BalanceSheets/TotalNetAssetsBOY0442805
IRS990PF/BalanceSheets/TotalNetAssetsEOY0437338
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-392
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases05075
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0442413
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0442805
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0437338
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021420
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021420
IRS990PF/DistributableAmount/DistributableAmountBeforeDed021420
IRS990PF/DistributableAmount/MinimumInvestmentReturn021434
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome014
IRS990PF/DistributableAmount/TotalTax014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue014
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0437338
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0435202
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01760
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0433442
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06528
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021434
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0428674
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0435202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1000.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Clara Bennett
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Thomas W Greenabaum
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10280 Hollow Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11146 Mayes Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Muncy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Williamsport
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode017756
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode117701
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct023616
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets023602
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.055057
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.057192
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.056870
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.056738
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.059753
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.044734
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0428674
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10435886
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20435640
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30439158
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40451860
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50447087
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome014
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions025000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1024929
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2024775
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3024917
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4027000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5020000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.275287
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions024986
IRS990PF/QualifyingDistributions/ExpensesAndContributions025000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm014
IRS990PF/QualifyingDistributions/QualifyingDistributions025000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Woodlands Bank
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05703202468
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102450 E Third Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Williamsport
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode017754
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Scholarship Awards
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Montoursville Area High School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Broad Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017754
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear025000
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/AppliedToCurrentYear021420
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted021420
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103277
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203443
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303125
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402276
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear015701
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03580
IRS990PF/UndistributedIncome/ExcessFromYear103277
IRS990PF/UndistributedIncome/ExcessFromYear203443
IRS990PF/UndistributedIncome/ExcessFromYear303125
IRS990PF/UndistributedIncome/ExcessFromYear402276
IRS990PF/UndistributedIncome/QualifyingDistributions025000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03580
IRS990PF/UndistributedIncome/TotalCorpus015701
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover012121
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue077150
OtherAssetsSchedule/OtherAssets/BOYBookValue1111913
OtherAssetsSchedule/OtherAssets/BOYBookValue252926
OtherAssetsSchedule/OtherAssets/BOYBookValue3106603
OtherAssetsSchedule/OtherAssets/BOYBookValue487142
OtherAssetsSchedule/OtherAssets/BOYBookValue55520
OtherAssetsSchedule/OtherAssets/Description0Allianz Life Annuity
OtherAssetsSchedule/OtherAssets/Description1Great American Insurance Annuity
OtherAssetsSchedule/OtherAssets/Description2Lincoln National Life Anuuity
OtherAssetsSchedule/OtherAssets/Description3Jackson National Life Annuity
OtherAssetsSchedule/OtherAssets/Description4North American Life Annuity
OtherAssetsSchedule/OtherAssets/Description5Lincoln National Life Annuity
OtherAssetsSchedule/OtherAssets/EOYBookValue080339
OtherAssetsSchedule/OtherAssets/EOYBookValue1117969
OtherAssetsSchedule/OtherAssets/EOYBookValue235032
OtherAssetsSchedule/OtherAssets/EOYBookValue3111415
OtherAssetsSchedule/OtherAssets/EOYBookValue491148
OtherAssetsSchedule/OtherAssets/EOYFMV080339
OtherAssetsSchedule/OtherAssets/EOYFMV1117969
OtherAssetsSchedule/OtherAssets/EOYFMV235032
OtherAssetsSchedule/OtherAssets/EOYFMV3111415
OtherAssetsSchedule/OtherAssets/EOYFMV491148
OtherDecreasesSchedule/OtherDecreases/Amount05075
OtherDecreasesSchedule/OtherDecreases/Description0Decrease in value of annuities
OtherIncomeSchedule2/OtherIncome/Description0Annuity Distribution-taxable amount
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02539
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks025776
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01097
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01097
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount071
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome071
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0204568543
ReturnHeader/Filer/Name/BusinessNameLine10PHYLLIS M BRIEL EDUCATIONAL TRUST
ReturnHeader/Filer/NameControl0PHYL
ReturnHeader/Filer/Phone05703271006
ReturnHeader/Filer/USAddress/AddressLine10Bennett Associates 249 BROAD ST
ReturnHeader/Filer/USAddress/City0MONTOURSVILLE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017754
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-12
ReturnHeader/Officer/Name0Clara Bennett
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Woodlands Bank
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102450 E Third Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Williamsport
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode017701
ReturnHeader/Preparer/Name0Thomas Burkholder
ReturnHeader/Preparer/Phone05703202468
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-12T16:47:18-00:00

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
$437,338
Liabilities
$0
Net assets
$437,338
Revenue
-
Expenses
$26,168
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23$0.22$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.35$0.22$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.15$0.22$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.19$0.22$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.34$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.22$0.22$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.22$0.21$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.22$0.22$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.21$0.22$0.01
2015Summary only. Only limited summary data is available for this year.$4.15$0.00$0.22$0.22$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.21$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$0.23$0.24$0.01
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.26